Overview
We’re excited to introduce a powerful update that gives agencies more control over how billing data is displayed and exported. This release adds custom fields across key claims and billing workflows—making it easier to meet state, county, and payer-specific requirements with confidence.
This update is designed to reduce manual work, improve reporting accuracy, and help agencies tailor their billing views to match their real-world processes.
✨ What’s New
🔧 Custom Fields on Billing & Claims Pages
You can now display custom fields directly on:
Service Records
Claims
Batched Claims
All active custom fields created for Clients, Staff, or the Agency are available as selectable columns.
Field names appear exactly as defined by your agency admins, ensuring clarity and consistency.
👁️ Unified Field Visibility Controls
We’ve added a new “Fields” panel to the Service Records, Claims, Batched Claims pages that lets you:
Turn fields on or off instantly
Manage standard and custom fields in grouped sections:
Client Fields
Staff Fields
Account Fields
Any field changes you make automatically apply across Service Records, Claims and Batch views—keeping everything in sync.
📄 Improved Export Accuracy
Exports now fully match what you see on screen:
All selected columns (including custom fields) are included
Formatting is standardized:
Boolean → Yes / No
Dates → Consistent date format
Text → Full content displayed
Column order mirrors your configured view
This makes audits, payer reviews, and internal reporting faster and more reliable.
🗂️ Smarter Handling of Archived Fields
If a custom field is archived:
It can can still be added to new views
Important to note that only records created when the field was active will show data
data displays as “–” if it is not available
✅ Why This Matters
Match billing and reporting data exactly to payer and regulatory requirements
Customize views without engineering or support help
Reduce billing errors and rework
Simplify audits and compliance reviews
Keep data consistent across workflows
🚀 Availability
This update is available on the web dashboard.
Configuration is controlled by agency administrators and anyone with permissions that give them access to the billing pages.