What's new in Prompt (November 2025)

The problems associated with running practice usually show up in small moments: a patient booked with the wrong clinician, a credit that needs manual cleanup, or a patient email list that has to be manually managed.

This month’s updates reduce those moments so your team can move through the day with less friction and more confidence.

TL;DR for November

Fuller schedules for multidisciplinary teams

• Waitlists show only discipline-appropriate patient cases for each provider
• Patients see clearer, discipline-specific options when booking
  

Drive visits with targeted marketing campaigns

• Auto-updating segments keep outreach accurate
  
• Clear attribution shows which campaigns generate new appointments and leads
  

Efficient in-note workflows for clinicians

• Seamlessly charge patients for cash-pay services directly from your documentation workflow
  
• Quickly preview and flip HEP videos to assign the correct side (Prompt Engage)

Clearer billing priorities and fewer manual steps

• Benefits verification organized by urgency and status
  
• Patient credits applied automatically with First-In, First-Out (FIFO) logic
  
• Reconcile patient copays when ERAs are received in one simple step

1) Waitlist enhancements for multidisciplinary clinics

Prompt’s enhanced logic now filters opportunities and automates invites based on discipline and patient case.

What you will notice

• Better matching between openings and eligible patients
  
• Less time spent reviewing irrelevant cases
  
• Stronger support for patients with multiple active cases, including multi-disciplinary pediatric patients
  
• Clearer context when viewing responses or invitations

2) Discipline-specific online scheduling

A simpler booking experience helps patients choose the right visit. Online scheduling automatically routes your patients  to the correct discipline.

What you will notice

• Fewer misbooked appointments
  
• Less cleanup and reshuffling for the front office
  
• Simpler booking for patients
  
• More accurate daily schedules that stay on track

3) Bulk email sends with Dynamic Distribution Lists

Dynamic Distribution Lists update themselves so campaigns always reach the right patients without manual list rebuilding.

What you will notice

• No recreating lists for recurring emails
  
• More accurate targeting as lists update automatically
  
• Faster setup for each campaign
  
• Better engagement because messages reach the right audience

4) Custom email campaign URLs and QR Codes

Campaign URLs and QR codes make it clear which outreach efforts actually drive bookings.

What you will notice

• Direct visibility into which channels generate appointment requests
  
• Faster decisions about where to invest time and budget
  
• Easier tracking across print, email, and social channels
  
• A unified, accurate picture of campaign performance inside Prompt

5) Easily bill cash + insurance in the same visit

Providers can add inventory and services directly to billables from documentation or checkout, supporting cash and insurance charges without disrupting their workflow. This makes it easy to bill items on the fly without switching screens.

What you will notice

• Fewer missed items due to screen switching
  
• Faster checkout and documentation
  
• Better alignment between clinical work and charges

6) Benefits Verification Dashboard enhancements

The redesigned dashboard organizes cases by urgency and status so teams always know what needs attention now.

What you will notice

• A simplified view of what needs verification today, tomorrow, or soon
  
• Faster action on high-priority or time-sensitive cases
  
• Clear next steps for each insurance
  
• Shorter verification cycles, especially with bulk actions

7) Auto apply patient credits

Credits now apply automatically using FIFO logic, keeping ledgers clean and eliminating time-consuming reconciliation.

What you will notice

• Less time manually matching payments to charges
  
• Fewer posting mistakes and cleaner patient balances
  
• More predictable accounting with standardized credit application
  
• Staff spending time on higher-value tasks instead of reconciliation

8) Smart cash pay post

Handle self-pay claims in less steps. You can now post copays automatically, speeding up cash-pay workflows and adding consistency.

What you will notice

• Faster completion of self-pay claims
  
• Consistent handling of patient responsibility and write-offs
  
• Far fewer errors from hand-keyed remittances
  
• Cleaner aging reports with fewer lingering self-pay balances

9) Give patients clearer HEP guidance

Patients follow exercises more reliably when the demo matches their movement. Prompt Engage lets clinicians preview an exercise and switch the video to the correct side so patients follow the right (or left!) movement.

What you will notice

• Fewer incorrect or unclear HEP assignments
  
• Less back-and-forth with patients about which side to follow
  
• Faster and more accurate exercise selection during documentation
  
• Higher patient confidence and better adherence at home
  

How we release updates and why this matters

Prompt releases new improvements every 2 weeks so clinics get value quickly instead of waiting months. Each update aims to remove friction from the work you already do, not add new steps.

The goal is simple:
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Less manual effort.
Fewer mistakes.
More time for care.

FAQs

How do these updates impact front office and billing teams?

Auto Apply Credits, Smart Cash Pay Post, the enhanced Benefits Verification dashboard, and inventory-from-visit workflows remove repetitive tasks while improving ledger accuracy and verification speed.

Which features help multidisciplinary clinics the most?

Waitlist Enhancements and Discipline-Specific Online Scheduling ensure patients land with the right provider every time, whether filling a cancellation or booking online. For example: If a patient has an OT case, the system matches them with an OTR or OTA, not a PT, whether they take a waitlist opening or book online.

How do the marketing features work together?

Dynamic Distribution Lists decide who gets the email.
Campaign URLs & QR Codes reveal what worked.
Together, they help you target better and measure reliably.

Do we need pVerify to benefit from the new Benefits Verification dashboard?

No. All clinics get improved tiles, filters, and views. However, pVerify is recommended because it unlocks AI-driven statuses, AI Verify actions, and the Unreviewed tile (all of which significantly reduce manual verification work and speed up overall processing).

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