What's new in Prompt (March 2026)

There’s getting your physical steps in (the 10,000 you clock a day between the treatment tables and the front office). And then there’s the extra digital steps it takes to run a practice (clicks, follow-ups, and manual work across billing, documentation, and scheduling). 

This month’s updates focus on minimizing those. Think of it as lowering your step goal (in a good way).

TL;DR for March

• Post self-pay claims automatically (goodbye manual work)
• Create and send appeal packets in bulk
• Message your team faster with group chat
• Catch claim and patient data errors earlier (before they bite)
• Handle payments, refunds, and credits with fewer steps

Close self-pay claims without the back-and-forth

Posting self-pay claims manually takes time. And it adds up.

Now Prompt can handle it for you. When enabled, self-pay claims post automatically so your team can move on to higher-value work.

What you’ll notice:

• Automatic self-pay claim posting and adjustments
• Fewer manual billing steps
• Faster claim processing
• More time for complex billing work

Send appeals faster and with less effort

Appeals shouldn’t take hours to prepare.

Now you can group multiple denied claims into one appeal packet and send them together.

What you’ll notice:

• Multiple claims handled in a single appeal packet
• Claims automatically organized by date of service
• Less manual prep work required
• Appeals move forward faster

Keep your team aligned without chasing messages

Quick questions shouldn’t turn into long email threads.

Prompt Plus Chat now supports HIPAA-compliant group conversations, so your team can stay aligned in one place.

What you’ll notice:

• Secure, HIPAA-compliant team communication
• Group conversations with up to 10 team members
• Faster conversation filtering and access
• Patient-context communication tied to your workflows
• Clear visibility into team updates

Handle payments and credits more cleanly

Payments, refunds, and credits shouldn’t require extra cleanup.

These updates help keep accounts accurate without extra steps.

What you’ll notice:

• Clean account balances with built-in void and refund handling
• Automatic conversion of overpayments into patient credits
• Consistent credit application across claims
• More accurate, up-to-date accounts receivable

How we release and why it matters

Prompt ships updates every few weeks so your team keeps moving forward without waiting on big releases.

This month is all about reducing friction. Fewer manual steps. Fewer errors to fix later. More work done right the first time.

As one clinic owner put it:

“Extremely happy with how innovative and motivated the Prompt company/team is with exciting updates and ease of use…”

—Lissa Trevino, PT, MPT, ATC, FAFS (Owner), Ocean Physical Therapy, Inc.

FAQs

How does automated self-pay posting work?
When enabled, Prompt automatically posts and adjusts self-pay claims with patient balances, reducing manual billing work.

How do bulk appeal packets help?
You can group multiple denied claims into a single packet, which reduces prep time and helps you submit appeals faster.

What’s new in Prompt Plus Chat?
You can now start group conversations and use filters to manage messages more easily across your team.

How do validations reduce claim issues?
Prompt checks key fields like Medicare IDs and plan of care details before submission, helping prevent avoidable rejections.

What happens to patient overpayments?
Overpayments are automatically converted into credits so they can be applied consistently across claims.

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