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June's updates cut the manual steps your team repeats every day. Less time chasing denials, rebuilding filters, or retyping a patient's intake paperwork. More time on work that actually moves the needle.
Running a practice can sometimes feel like a marathon. And the manual tasks? Those are the hills nobody warned you about.
This month's updates flatten a few of those hills: Automated denial appeals, faster eval documentation, ready-to-use templates, and smarter tools for your billing and front desk teams.
When a medical records denial comes in, the clock starts running. Your billing team has to find the right appeal form, fill it out, and fax it to the right payer before the timely filing window closes. Miss it, and that revenue is gone.
Prompt now handles this step automatically. When a remittance arrives with a medical records denial code, auto posting the claim will generate and fax the correct appeal packet to the payer without anyone on your team having to act.
What you'll notice
Some payers authorize by unit, not by visit. Without visibility into those limits during charting and checkout, your team is either guessing or maintaining a separate tracking spreadsheet. Neither is great.
Unit based authorizations embeds CPT-level unit tracking directly into your daily workflows. Providers see exactly how many units are available before a claim is ever submitted, and they get alerted before they go over. This is especially valuable for pediatric practices, where payers commonly authorize by unit rather than by visit.
What you'll notice
Pediatric evals come with a lot of moving parts. Guardian-reported histories, developmental context, school and home environment details… There's so much to gather before the provider ever meets the child.
Prompt AI Intake is now compatible with Pediatric Intake, enabling providers to turn intake responses into a personalized evaluation draft with benchmarked goals before the first visit. By automatically organizing case information and tailoring the draft to each child and family, Prompt AI handles the first pass of documentation, giving providers a strong starting point to review, edit, and finalize in a fraction of the time.
What you'll notice
An expanded template library, ready when you need it.
Every Prompt site comes with foundational templates to help teams get started quickly. Now, we've made an even larger library available for teams that want additional resources, need to replace modified templates, or are looking to standardize documentation across providers.
The Prompt Default Template Library gives your team access to a broad collection of goals, text templates, table templates, and scheduling templates that can be imported directly into your site.
What you'll notice
Reconciling remittances one at a time adds up fast. For practices with high remittance volume, this could turn into its own project, especially at the end of the month.
Your team can now bulk select remittances to reconcile or update bank dates in one action. The update includes safeguards for closed periods and locked remits so bulk actions don't create accounting problems downstream.
What you'll notice
Documentation should reflect how a provider thinks, not the other way around.
Goals and measurements now have drag-and-drop handles, so providers can arrange them in whatever order makes the most sense for their workflows. Less friction, more time on patient care.
What you'll notice
Chiropractic charting requires precision. The right direction and justification depend on the specific segment, technique, and position selected during each visit. Finding them in a full dropdown list takes more clicks than it should.
Prompt now surfaces a personalized Top 5 section at the top of the Direction and Justification dropdowns. The list builds from each provider's selection history and refines itself in real time based on what's selected during the visit. The more you document in Prompt, the more tailored and efficient your workflow becomes.
What you'll notice
Checking patient eligibility across multiple payers, facilities, and providers means a lot of manual filtering. Saved filter templates eliminate that step.
You can now create and save filter templates, favorite your most frequently used configurations, and pull them up in one click. Shared access means your whole team works from the same filter configurations, keeping eligibility workflows consistent across staff.
What you'll notice
Prompt ships updates every 2 weeks, so your team spends less time waiting and more time working with better tools.
June's releases focus on reducing the manual steps that quietly fill your day, from chasing denials to tracking authorizations to documenting visits. Less friction in the background means more bandwidth for patient care.
Which appeal forms does the auto-fax automation support? Aetna Healthcare, Medicare Redetermination Request Form, UHC Commercial Claim Reconsideration Form, and TRICARE East Claim Reconsideration Form.
Does unit based authorizations replace the existing visit-based auth tracking? No. It's an additional option. Your team can track by visit count, by unit, or both, depending on what each payer requires.This is especially useful for pediatric practices where unit-based authorization is more common.
Can multiple team members use the same saved filter templates in Eligibility and Authorizations? Any team member can access and apply saved templates. Only the person who created a template can edit or delete it.
Can I bulk reconcile remittances for a specific payer only? Yes. Filter the Payment Reconciliation dashboard by payer first, then select all filtered results and bulk reconcile in one action.
What does Prompt AI actually generate from the Pediatric Intake? Based on the guardian's responses, Prompt AI drafts clinical smart text for the Subjective and Assessment sections of the eval, along with long-term goal suggestions. The provider reviews, edits, and inserts what they want to keep.
Help your practice grow
From intake to insights, Prompt is the all-in-one platform you need
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