What’s new in Prompt (September 2025)

Running a rehab clinic is a game of details. A missed RTM code. A referral that stalls because no one follows up. A patient filling out forms at the front desk while the schedule slips. 

These moments are not flashy, but they shape your day, your revenue, and your patient experience. 

We release new updates on a roughly 2-week cadence so improvements reach you quickly. September focused on 5 common pain points and how to remove them.

What's new in Prompt's September 2025 release? The biggest updates, at a glance

• Simplify RTM billing with PT Wired updates: See what is ready to bill, catch mistakes at checkout, and send cleaner claims with less rework.
  
• Convert more leads with the Lead Tracking Dashboard (Prompt Plus): View every inquiry by stage so your team follows up faster and books more evals.
  
• Collect pre-visit forms automatically at 24 hours with Auto-Surveys (Prompt Plus): Send required measures the day before eligible visits so patients arrive ready and check-in is quicker.
  
• Speed up intake with OCR for IDs and insurance (Prompt Plus): Scan cards to auto-fill patient and policy details instead of typing them by hand, leading to fewer data entry errors and fewer downstream denials.
  
• Track treatment progress with Compare View enhancements: See timelines and trends in one place to explain progress clearly and guide next steps.

1) Automate RTM billing for more accurate reimbursement

When RTM is working, you see improved patient outcomes, steady reimbursement and fewer surprise denials. When it is not, your team ends the day asking what slipped and what needs to be fixed tomorrow. 

This month’s PT Wired updates aim to replace second-guessing with confidence: 

What you’ll notice

• Items that are ready to bill are easier to spot
• Codes flow into Treat & Flow without extra clicks
• Checkout alerts call out issues before claims go out
  

Why it helps

• Fewer denials and rework
• More predictable RTM revenue
• Providers spend more time with patients and less time correcting codes

RTM should feel routine, not risky. These improvements help your billing run on rails so the financial side keeps pace with the quality of care. 

Predictable revenue gives you the room to plan staffing, invest in growth, and focus attention where it belongs.

Related resource

Curious about RTM? 🎥 Watch clinic owners share real strategies for implementation, reimbursement, workflows, and results.

2) Lead Tracking Dashboard (Prompt Plus): a front-end CRM to replace spreadsheets

Spreadsheets keep leads visible, but they are hard to keep current and easy to lose ownership. 

The Lead Tracking Dashboard brings that front-end workflow into Prompt so new inquiries move from first touch to first visit in one place.

What you will notice

• Track lead volume by stage to understand where prospects are in the funnel
• Use stage filters and source breakdowns to identify bottlenecks and opportunities
• Export reports to share insights across the team and align outreach strategies

Why it helps

• Shared visibility, cleaner handoffs, and fewer stalled leads

Growth feels different when everyone sees the same pipeline and the next step is clear. The result is steadier new patient volume and fewer missed opportunities, without relying on more ad spend to make the numbers work.

Related resource

• Learn more about growth tools in Prompt Plus

3) Auto-Surveys at 24 hours (Prompt Plus): Start the visit ready

Progress notes and re-evals often begin with a scramble for forms. Patients are filling out measures while the schedule slips. Auto-Surveys send required questionnaires the day before, so visits begin on time and documentation is complete.

What you will notice

• Outcome Measures, pain scales, and similar measures arrive before the visit
• Patients check in faster and clinicians start on time
• Fewer paper forms at the front desk
  

Why it helps

• Smoother mornings and fewer bottlenecks
• Cleaner, more consistent documentation
  Better patient experience from the first minute

Prepared patients set the tone for the day. When the paperwork is handled ahead of time, your team can welcome, treat, and move the schedule forward with less friction and more confidence.

Related resource

• Surveys and reviews
  
  

4) OCR for IDs and insurance (Prompt Plus): scan it, do not key it

Manual data entry eats front desk time and the smallest typo can bounce back as a claim issue. OCR lets staff scan IDs and insurance cards so common fields populate in seconds.

What you will notice

• Driver’s licenses and insurance cards scan directly into Prompt
• Demographics and policy fields auto-fill
• Fewer corrections to patient records
  

Why it helps

• Shorter lines at check-in
• Cleaner data for downstream billing
• Front desk staff can focus on people, not keying

A faster, friendlier check-in creates a better first impression and cleaner records throughout the episode of care. That combination reduces downstream issues and gives time back to patients and staff.

Related resource

• Front office workflow
  

5) Compare View: progress that is easy to show

Patients ask a simple question, “Is this working?” The enhanced Compare View gives clinicians a single place to show the plan, the work done, and the outcomes so far. That makes conversations clearer and decisions easier.

What you will notice

• HEP status and key trends in one view
• A timeline that shows what was added, continued, completed, or stopped
• A simpler way to discuss progress with patients
  

Why it helps

• Clearer expectations and goals
• More engaged patients
• Faster, more confident care decisions
  

When progress is visible, motivation follows. A shared picture of outcomes keeps patients engaged and helps the care team adjust the plan with clarity and trust.

Related resource

• Documentation and treatment tools overview 

How we release new updates and why speed matters

We release on a roughly 2-week cycle. That pace keeps us responsive to customer needs and gives you improvements while they are still relevant. 

September’s releases bring you RTM confidence, lead follow-up, pre-visit readiness, increased patient intake speed, and progress clarity. If you want a deeper look at growth automation and patient acquisition, start with Prompt Plus.

FAQs 

What is RTM billing and how does Prompt help?

Remote Therapeutic Monitoring tracks patient progress outside the clinic. PT Wired reduces missed codes and catches issues earlier so you can bill accurately with less rework.

How does the Lead Tracking Dashboard improve conversion?

It shows every inquiry by stage and surfaces bottlenecks so teams respond faster and focus effort where it counts. The result is more scheduled evaluations from the leads you already have. Learn more in Prompt Plus.

What do Auto-Surveys send at −24 hours?

For eligible visits such as progress notes and re-evals, required measures like FLR and pain scales are sent the day before so patients arrive prepared and clinicians start on time.

Does OCR reduce claim denials?

It helps prevent upstream typos and mismatches by auto-populating fields from IDs and insurance cards, which leads to cleaner claims.

See it in context

Prefer a walkthrough over a write-up? See the product in 20 minutes and we will show how these updates reduce friction across billing, patient intake, and follow-up.