What's new · September 2025
September gave referring doctors the full visit history in the referral portal — from the first consult through final treatment — and made a second letter for the same visit one click from the appointment card.
September was about the referring office: what they can see, and how quickly you can get another letter to them.
Referring doctors can now see past visit notes for a shared patient in the referral portal. Instead of a single letter about a single visit, they get the whole case — from the initial consult all the way through final treatment.
From the appointment card, create another letter for the same patient and visit in one click. It is built for follow-ups, additional updates, and the cases where more than one provider needs to hear from you. See Letters.
Keep reading
Twenty minutes with a surgeon on the team, documenting a case end to end — consult note to referral letter, written back to your PMS.