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What's new · February 2025

Consult to surgery in one visit

February let a consult turn into a same-day procedure without a second visit note, and put the status of the note and the letter on every appointment card — with a red alert when a referral is waiting on a letter.

February was about two moments that used to cost a few extra clicks: the consult that becomes a procedure the same afternoon, and the glance at the schedule to see what still needs doing.

Scribe

Same-day procedures

When a consult turns into treatment, you no longer start over. Begin the exam or consult visit, record and write the consult note as usual, then click Same Day Procedure to add the treatment. The consult and procedure notes merge into a single visit note, so nothing is documented twice and the record reads as one visit — because it was.

Schedule

Note and letter status on the appointment card

Every appointment card now shows the status of both the note and the letter for that visit.

  • If the visit includes a referral and a letter has not been started, a red alert appears on the card.
  • One click on the alert starts the letter.

The point is that the referring office hears back without anyone at the front desk having to remember to check. See Letters for how referral letters are drafted.

Keep reading

Other months.

See it on
a real case.

Twenty minutes with a surgeon on the team, documenting a case end to end — consult note to referral letter, written back to your PMS.