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App Release (Web) v2.1.16

Release Date: 10/1/2026

NEW!
  • Scheduled Reports: Schedule Census, Encounters, Provider Hold, and Patients exports to run automatically and arrive in your email on a recurring basis, instead of re-exporting manually every time (see below for additional details).
  • Completed Encounter View: Review completed encounters in a read-only view, now accessible from the Encounter Details page, the Billing tab, and the Patient Details page.
  • Progress Note Addendum/Co-Sign Filter: A new filter on the Encounters page lets you find progress notes that have an addendum or a co-signatur
  • View Lab & Radiology Reports: A new View Report button lets you view available lab and radiology data from PointClickCare, even when the underlying file itself isn't downloadable (see below for additional details).

RESOLVED!

  • Sign & Bill Note Requirement: When a practice requires notes, Sign & Bill now correctly stays disabled until a note is attached.

ADDITIONAL INFORMATION

Scheduled Reports

  • Schedule recurring exports from the Census, Encounters, Provider Hold, and Patients pages in Desktop Classic, so the reports you pull regularly are delivered automatically
  • To set one up, click the arrow next to the download button and select Schedule future run. The download button itself still exports immediately, as it does today.
  • Choose how often the report runs
  • The report uses the filters and columns active on the page when you schedule it, so you get exactly the data you're looking at.
  • Reports are delivered as Excel files to you and any other Claimocity users you add as recipients.
  • Select Manage scheduled reports to view all of your scheduled reports in one place and pause, resume, or delete them at any time.
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reports

Viewing Labs & Radiology Reports for PCC Integrated Patients

  • A new View Report button appears whenever additional lab or radiology data is available from PointClickCare, even if the underlying PDF or image file isn't downloadable.
  • Existing download buttons continue to display normally for any available PDF or image files.
  • This update applies currently to the Labs/Radiology in the Patient Details page 
    • Functionality will be extended to the progress note viewer in a future release

view report