What's New — Medximity

Added Billing Feb 9, 2026

Bulk CPT Code Updates for SoftWave Treatments

Added a guided way to update SoftWave treatment CPT codes in bulk, making code changes faster across patient records.

Now clinic staff can streamline SoftWave CPT code updates when moving from 97039 to 0101T. This makes it easier to keep billing details consistent across the patients who receive this treatment. The update is designed to save time on repetitive record changes and support cleaner workflow management for chiropractic practices.

Added Charting Feb 9, 2026

Added SoftWave code to the service selector

The service dropdown now shows the SoftWave entry with its code next to the title for quicker selection.

Added a dedicated SoftWave option in the service selector so staff can see the code alongside the service name. This makes it easier to choose the right service at a glance during documentation and workflow steps. The update keeps the dropdown clearer and more consistent for teams that use SoftWave regularly.

Improved Billing Feb 4, 2026

Improved payment access checks for patient records

Made payment processing more consistent by refining how payment access and configuration are recognized for individual patient records.

Staff can now move into payment processing with a smoother handoff when working from a patient chart. This update improves how the platform recognizes payment availability at the practice and patient-record level, helping the correct payment options appear when needed. It also makes payment setup behavior more predictable for teams handling billing from day to day.

Improved Scheduling Feb 3, 2026

Improved existing patient status in scheduling

Scheduling now more accurately recognizes existing patients when appointments are created.

Improved appointment classification so returning patients are more consistently labeled as existing during scheduling. This helps clinic staff place visits into the right appointment flow from the start, with more accurate support for slot selection, billing steps, and care protocols tied to patient status. The update also refines record accuracy behind the scenes, so daily scheduling work stays more streamlined.

Improved Scheduling Jan 31, 2026

New patient reporting now counts all NP appointments

Improved new patient reporting so appointments marked as New Patient are counted regardless of appointment length.

New patient counts now follow the appointment’s New Patient status instead of relying on the scheduled visit length. That means shorter new patient visits—such as 30-minute appointments—are included in reporting just like standard-length visits. This update helps your team see more accurate new patient totals when schedules are adjusted.

Added Charting Jan 21, 2026

Imaging can now turn on automatically for new patient X-rays

Added an automatic workflow that enables Imaging on the same day new patient X-rays are recorded.

When X-ray services are added for a new patient visit, the Imaging setting can now be activated automatically for that same day. This cuts down on manual steps for staff and helps keep the visit workflow moving. The update is set up at the practice level, making it easy to use where this workflow fits best.

Improved Notifications Jan 13, 2026

Improved appointment reminder delivery and staff display updates

Appointment reminders and CRM staff details have been refined to keep patient communication and front-desk workflows more consistent.

Improved the way appointment reminder emails are processed and verified, giving practices more reliable reminder delivery around calendar transitions and day-to-day scheduling activity. Updated staff display information in the CRM so names and profile details show more accurately across the interface. These updates help support smoother patient outreach and make it easier for teams to keep staff information current.

Improved Billing Dec 12, 2025

Improved in-person card reader setup for front-desk payments

Front-desk teams now have a smoother setup flow for connecting and using physical card readers for in-person payments.

Improved terminal connection handling to make it easier to register, pair, and confirm card readers for tap and chip payments. Staff can now more quickly verify reader setup and continue collecting in-person payments at the front desk. This update also strengthens reader discovery and connection reliability during payment collection.

Improved Charting Dec 6, 2025

SOAP note columns now flow top-to-bottom

Improved SOAP note column layouts so fields now split vertically for a more natural reading and entry order.

When you choose a multi-column layout in SOAP notes, fields now flow top-to-bottom in the first column and continue in the next column. This creates a cleaner half-and-half layout instead of alternating items across columns. It’s easier to scan, review, and complete notes in the order your staff expects.

Improved Charting Dec 6, 2025

SOAP note templates now retain default text entries

Added support for saving default text in SOAP note template text fields, including Plan sections.

SOAP note templates now keep both checked items and typed text when you save them for future use. This makes it easier to create reusable note templates with preset wording in sections like Plan, so staff can start from a consistent format each time. The save process was refined to capture text boxes and other free-text fields more reliably alongside checkbox selections.

Improved Imaging Dec 3, 2025

Improved same-day imaging requests for new patients

Automated imaging requests now better recognize new patients whose imaging is scheduled or completed on the same day they’re added.

Refined the timing logic behind automated imaging requests so same-day scenarios are handled more consistently. This makes it easier for clinic staff to keep imaging orders moving without extra follow-up when a patient is entered and imaged on the same date. Added behind-the-scenes tracking as well, which helps support clearer visibility into when the automation runs.

Improved Charting Dec 2, 2025

SOAP notes now let you clear height and weight

Height and weight fields in SOAP note defaults can now be left blank when those measurements aren’t needed for the visit.

Improved SOAP note vitals so staff can remove pre-filled height and weight values and save the note with those fields empty. This gives your team more flexibility across different visit types and helps keep documentation aligned with what was actually collected during the appointment. Auto-populated values are still available when useful, but now they’re easier to clear when needed.

Improved Navigation Nov 18, 2025

Improved main menu scrolling on smaller screens

The main menu now scrolls more smoothly, making all navigation items easier to reach on shorter screens and tighter window sizes.

Improved navigation behavior so the full main menu remains accessible when screen height is limited. If your menu has more items than the visible space allows, you can now scroll through the list and reach items near the bottom more easily. This update helps keep daily tasks moving without extra resizing or workarounds.

Improved Charting Nov 18, 2025

Improved SOAP note editing stability

Editing SOAP note fields now feels smoother, with the page staying in place as you move through your documentation.

Clinicians can now click into SOAP note fields and continue charting without the screen jumping upward. This update makes note editing more predictable and helps reduce extra repositioning while documenting. It’s a small refinement that supports faster, more comfortable charting during busy patient visits.

Improved Billing Nov 4, 2025

Clearer card payment messages for staff

Improved payment messaging so staff can see more specific card decline details and next-step guidance during checkout.

Card payment responses now include clearer details when a transaction isn’t approved. Staff may see more specific guidance, such as trying the card again, requesting another payment method, or contacting the card issuer. This makes it faster to understand what happened and decide on the best next step while helping teams spot repeat payment patterns more easily.

Improved Forms Oct 7, 2025

Improved PI intake forms for existing patients

Medical History forms now display more reliably when an existing patient is marked for Personal Injury care.

Updated the Personal Injury workflow so existing patients are more consistently prompted for the Medical History form when starting PI treatment. This makes it easier to capture accident details at the right time without extra follow-up. Staff can move through PI intake with more confidence, especially when a current patient begins care after a motor vehicle accident.

Improved Reporting Oct 6, 2025

New Patient reports now count variable appointment lengths

Improved New Patient reporting so appointments are counted by New Patient appointment type, including 30-, 45-, and 60-minute visits.

New Patient tallies in reports now reflect more scheduling setups. If your practice uses shorter or customized New Patient visit lengths, those appointments are now included in reporting based on appointment type rather than appointment duration. This gives front-desk and management teams a clearer view of new patient volume without changing how appointments are scheduled.

Improved Charting Oct 1, 2025

Medical imaging now preserves existing uploaded photos

Adding new medical imaging details now keeps previously uploaded photos in place and makes it easier to manage multiple imaging records.

Improved medical imaging so new entries are added alongside existing uploads instead of replacing them. Staff can update imaging information with more confidence while keeping earlier photos available in the patient record. This also creates a clearer distinction between adding new imaging and working with information that’s already on file.

Improved Charting Sep 30, 2025

Imaging records now stay with the patient

Starting a new maintenance treatment now preserves existing medical imaging in the patient record.

Improved treatment transitions so historical imaging remains available when a new maintenance treatment is created. Clinic staff can continue reviewing prior X-rays and other imaging without needing to reattach records during phase changes. This update supports cleaner patient histories and makes ongoing care easier to manage.

Added Scheduling Sep 27, 2025

Edit Recurring Breaks Right From the Schedule

Added the ability to edit recurring breaks, including updating one occurrence or the entire series.

Managing provider availability is now more flexible. You can update recurring break details like time, days, duration, and recurrence pattern without deleting and recreating the break series. When making changes, you can choose to apply them to a single occurrence or across the full series, making schedule updates faster for front-desk and admin teams.

Improved Forms Aug 21, 2025

Improved document access controls for staff roles

Document permissions can now be configured more precisely so staff have the viewing and download access they need for assigned document types.

Admin teams can now set document access more precisely using existing permission controls. This makes it easier to give staff view and download access based on their responsibilities, including access limited to specific personal document categories. The update supports cleaner permission setup while keeping access management aligned with your practice's workflows.

Improved Reporting Jul 26, 2025

New patient tally now reflects first-time patients

Improved new patient counts so reports reflect patients who are actually new to the practice, regardless of appointment length.

The new patient tally now looks at whether a visit is a patient’s first appointment instead of relying on appointment duration. That means shorter first visits are now included in your totals, giving your team a more accurate view of new patient volume. Reporting should feel more consistent across schedules and day-to-day front desk workflows.

Improved Messaging Jul 20, 2025

Improved message typing visibility in chat

Typing in the messaging box is now easier to see on mobile and patient-facing chat screens.

Updated chat input styling so text stays clearly visible as messages are typed. This refinement improves day-to-day communication between staff and patients, especially on mobile devices. It also supports a more consistent look and feel across supported browsers.

Added Charting Jul 20, 2025

Mobile document export is now available

Now you can open SOAP notes and other documents from your phone and export them as a PDF for easy viewing, saving, sharing, or printing.

Added a mobile-friendly PDF export option for SOAP notes and other documents. When you're using DigitalPatientChart on a phone, documents can now be downloaded as PDFs instead of relying on the device's print menu. This makes it easier for staff to review records on the go and share or print them using their phone's built-in PDF tools.

Improved Billing Jul 1, 2025

Back navigation added to payment receipt details

Added a clear way for patients to return to Payment History after opening an individual receipt.

Patients can now move back to their payment history directly from the receipt detail view in the patient portal. This update makes it easier to review multiple receipts without extra steps. The experience is more intuitive on both desktop and mobile, helping patients stay oriented while viewing payment details.

Improved Scheduling Jun 9, 2025

Improved provider filtering for multi-location schedules

Doctor filters in the Overview schedule now work independently by location for clearer multi-location scheduling.

The Overview schedule now treats each provider-location combination as its own filter option. That means staff can narrow the schedule by a provider at one location without affecting the same provider at another location. It’s a smoother way to review appointments, manage coverage, and stay organized across multiple practices.

Added Charting Feb 12, 2025

Added AI tools for outreach, coding, and documentation

Added AI-powered workflows to help practices automate patient outreach, support coding, and document visits faster.

Built these AI capabilities based on provider feedback and the day-to-day demands of busy practices. Now you can use AI-assisted patient outreach for password setup, email confirmation, and appointment reminders, along with pre-diagnostic coding support and an AI medical scribe that captures visit details while providers stay focused on the patient.

Added Patient Portal Jan 12, 2025

Added a Built-In Attorney Portal

Added a secure Attorney Portal so law offices can check case status, access records, sign liens electronically, and message your practice online.

Built a built-in Attorney Portal based on feedback from practices that work closely with attorneys. Now you can give law offices their own secure login for 24/7 access to case updates and documents, which can cut down on phone calls and replace manual fax workflows. It also makes lien signing faster by keeping communication and document sharing in one place.

Improved Forms Jan 8, 2025

Improved patient promotion list accuracy by date and location

Patient promotion lists now return more accurate results when filtering by date range, active status, and office location.

Refined patient list filtering to better match your selected date range and practice location, including more accurate LA-only results. Updated underlying treatment status handling so long-inactive records are less likely to appear in active patient outreach lists. This makes it easier for staff to build cleaner promotion lists without extra manual review.

Improved Notifications Nov 5, 2024

Improved campaign audience filtering by visit date and location

Patient campaigns now target lists more accurately based on most recent appointment date and selected location.

Campaign filtering has been refined so recently seen patients are excluded when you're building outreach for inactive patients. Location-based targeting has also been added for Los Angeles, making it easier to send campaigns to the right patient group. These updates help staff create cleaner reactivation lists with less manual review.