Proactive Clinic
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User Guide / What's New

What's New

Recent enhancements — a public Integration API, the Day Agenda calendar widget with waitlist offers, smarter pharmacy search (NPI, recent, distance) and pharmacy assignment at registration and from the Pharmacy module.

For: All staff

Here's what's new in this release and where to find it.

Integration API for external apps

Highlights
  1. 1New Admin → API & Integrations page to issue API keys so outside apps (e.g. a remote behavioral-health platform) can securely connect.
  2. 2Each key is scoped (patients, appointments, encounters — read/write), can be enabled/disabled, rotated or revoked, and shows its usage.
  3. 3A built-in API Reference documents every endpoint with examples — see the new “API & Integrations” section below.

Day Agenda calendar widget

Highlights
  1. 1Click any date box (Month/Week/Dashboard) or the date header (Day/Staff) to open a floating Day Agenda showing that day's appointments and open time slots.
  2. 2Move an appointment to another slot by dragging it onto the slot (or Move → pick a slot) — clashes auto-shift to the nearest open time.
  3. 3Offer a freed/open slot to the next waitlisted patient in one click; appointments are tinted by provider color.

Smarter pharmacy search & assignment

Highlights
  1. 1Search 89,000+ real pharmacies by name, NCPDP, NPI, address, city, state or zip — Weno-connected pharmacies rank first, with a result count and a scrollable list.
  2. 2Recently-used pharmacies show as quick-picks; toggle “Sort by distance” to order matches nearest the patient's ZIP.
  3. 3Set a Preferred Pharmacy right on the New Patient form, and assign a pharmacy to any patient from Pharmacy → E-prescribe routing → Assign to patient.

PIP billing for attorney / rehab cases

Highlights
  1. 1New Patient → Legal / Attorney Case now captures the automobile insurer to bill for Personal Injury Protection (PIP) cases — searched from Stedi or entered manually (“Otro”).
  2. 2The auto insurer, policy and PIP claim details appear on the patient's Legal Case tab for quick billing reference.
  3. 3New claims for a PIP patient auto-route to that auto insurer as the primary payer.
Tip:See the API & Integrations, Scheduling, Patients and E-Prescribing sections below for full step-by-step details.
User Guide — Proactive Clinic