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This month, Prompt adds tertiary insurance support, provider capacity warnings, patient accommodation flags, and a quick view of each patient’s top outcome gains. That means fewer surprises at check-in, fewer overbooked slots, and fewer workarounds for patients with 3 payers.
Some days, your clinic could use a detective. Who needs what before they arrive? Who still has room on the schedule? Where’s the proof your patients are getting better?
This month, Prompt hands over a few clues 🕵️ Patient needs flagged on the schedule and in the chart, a heads-up before a provider is overbooked, and each patient’s top outcome gains at a glance.
Some patients have 3 insurance plans. Now Prompt supports that third plan, called the tertiary payer, right alongside the primary and secondary.
Add a patient’s tertiary insurance to their case once a primary and secondary insurance are assigned. When you’re ready to bill, generate a ready-to-print tertiary HCFA (the standard paper claim form) right from the claim. Tertiary billing is paper only, so your primary and secondary AR (accounts receivable, the money payers still owe you) stays clean and accurate. You can also post tertiary payments within the claim, filter claims by tertiary payer, and see tertiary columns in case reports.
The schedule moves fast. One extra visit in a full slot can throw off a provider’s whole afternoon.
Now Prompt shows a Provider at Capacity warning when you pick a provider, date, or time where that provider is already at or over capacity. Dragging a visit into a full slot shows a warning too. You can pick a different time or book it anyway. The call is still yours.
Last month, we added cancellation tools for unlinked resource visits (bookings for a room or equipment with no provider attached). This month, those bookings get reminders too.
Unlinked resource visits now send the same automated appointment reminders and confirmations as standard provider visits. That helps reduce no-shows for rooms and equipment, so those spaces stay in use. There’s nothing extra to set up, and each patient’s text and email preferences still apply.
Some patients need accommodations, like a language preference, a private room, or help with mobility. The sooner your team knows, the smoother the visit goes.
Now accommodations show up where your team already works. An icon appears on appointment cards and in visit details. An icon in the patient header stays in view while clinicians scroll through notes. Your team can add or update accommodations on the patient profile and at check-in. Patients can share their own visit needs during intake, and your team reviews them before they’re added to the chart. Every change is saved in the Patient Change Log.
Outcome surveys (the standardized questionnaires patients complete throughout care) tell the story of a patient’s progress. Prompt already charts how those scores change over time in the Outcomes Progress modal. Now it also pulls the biggest wins to the top.
The new Top Improvements section highlights up to 3 survey questions with the biggest gains since the patient’s first score. Each shows the starting score, the latest score, and the percent change. Those functional gains are right there when you’re updating the Plan of Care, and easy to share with patients during progress reviews.
Record requests come in from patients, law firms, insurers, and other providers. Each one needs to be verified, pulled together, and sent securely, on top of everything else your front desk handles.
Now you can connect an active ChartRequest account, or sign up, right from Prompt. ChartRequest handles each request from start to finish. It reviews the authorization, prepares the records, and delivers them with a full audit trail. No exporting, scanning, or faxing on your end. Requestors cover the cost, so it’s free for your practice.
Some organizations run more than 1 brand, each with a name patients already know and trust. Now online scheduling can match each one.
Multi-brand practices using Prompt Plus can group facilities by brand. Each brand gets its own name, logo, and online scheduling link. Patients who book from that link see only that brand’s locations and providers. You can also tie campaign links, QR codes, and drip email CTA buttons to a specific brand. Every brand keeps its own identity, while your whole organization stays together in Prompt.
Curious how Prompt Plus online scheduling works at scale? See how Team Rehabilitation, a multistate practice, makes booking easy for patients.
Your Tax ID (TIN) is the number your business bills insurance under. Some practices have more than 1, like when they own several clinics. The same insurance company might pay a different amount depending on which Tax ID sends the claim.
Now you can set a different expected payment for each Tax ID, all under a single payer record in Prompt. This works whether the payer pays you a set amount per visit or a set amount per service. When a payment comes in, Prompt checks it against the right amount for that Tax ID, so it’s easier to spot when a payer pays too little or too much.
Prompt ships updates every 2 weeks, so your team spends less time waiting and more time working with better tools.
October’s releases are about getting ahead of the day. Patient needs show up before the visit, the schedule gives you a heads-up before a provider is overbooked, and each patient’s biggest gains are easy to find.
When someone’s in pain, they often call whoever can see them first.
Hear how Alpine Physical Therapy built a walk-in model and how Mountain Land scaled a version of it across a multistate practice. Learn how staffing, patient flow, and cash versus insurance billing work, plus how direct access laws support this model in all 50 states.
A full schedule doesn’t always mean you’re capturing all the revenue you’ve earned.
See where chiropractic practices lose revenue across documentation, coding, collections, and care plan follow-through. Then see how AI, automation, and connected workflows help catch those gaps sooner. Plus, get a 15-minute Chiropractic Revenue Checklist to assess your practice.
Which documentation type are you?
Using data from thousands of rehab therapists, this session breaks down 4 archetypes. Then it shows how each one changed after 3 months with Sidekick, Prompt’s AI scribe. See how AI scribing helped therapists sign notes sooner, write more compliant notes, or code more accurately, depending on their style.
A tertiary payer is a patient’s 3rd insurance, billed after the primary and secondary payers. In Prompt, you can add it once primary and secondary insurance are assigned on the case. Prompt only supports paper billing to tertiary payers, so you’ll generate a ready-to-print tertiary HCFA from the Billing module and send it to the payer.
No. The warning lets you know a provider is already at or over capacity. You can pick a different time or keep the booking. This helps teams avoid accidental overbookings while retaining the flexibility to schedule over capacity when needed.
For each survey, Prompt shows up to 3 questions with the highest percentage progress from the first score to the most recent one. The section appears once a survey has been completed at least twice and at least 1 question has improved.
Patients can add their visit needs while completing the intake. The entry goes to Intake Conflicts, where your team reviews it before it updates the patient’s chart.
Help your practice grow
From intake to insights, Prompt is the all-in-one platform you need
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