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PatientPay 25.7.1

Secure Onboarding, Smarter Payments, and Powerful Reporting: July 2025 Release Delivers Data Privacy, Device Flexibility, and Enhanced User Experience.

Written by Brian Basho

Updated at September 3rd, 2025

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Table of Contents

🗓️ Go-Live Date:This release is generally available on July 23, 2025. 📢 Whats New Details 🚀 New Features & Enhancements Onboarding Application & Portal Reporting & Data Management User Experience & Payments Navigation & Organization ⚠️ Known Issues in This Release

🗓️ Go-Live Date:
This release is generally available on July 23, 2025.

📢 Whats New

  • Stronger security: Only authorized team members can view onboarding applications.
  • Flexible payment devices: Add multiple EMV terminals per application for smoother payments.
  • Enhanced privacy: Sensitive data is masked throughout onboarding and forms.
  • Smarter reporting: Bill Summary and Daily Activity reports are faster, more detailed, and easier to use.
  • Improved user experience: Navigation and onboarding flows are more intuitive.
  • Accurate payment plans: Payment schedules are calculated precisely to ensure reliability.
  • Dependable payment processing: Card readers and EMV integrations are optimized for daily use.

Details

🚀 New Features & Enhancements

Onboarding Application & Portal

  • Only the right team members can view and manage onboarding applications, making your company’s data even more secure.
  • Support for multiple payment devices per application allows your operation to handle advanced and varied payment scenarios.
  • Privacy protections automatically mask sensitive info, providing added assurance for your team and clients.

Reporting & Data Management

  • Bill Summary reports now generate faster and with improved reliability.
  • Daily Activity reports now include details on paper statements and EOBs (Explanation of Benefits), keeping you fully informed.
  • Enhanced reporting options offer a clearer, more complete picture of your billing and activity.

User Experience & Payments

  • Application statuses update accurately, providing clear visibility at every onboarding stage.
  • The interface has been refined for greater comfort and ease of use, from onboarding forms to search and navigation.
  • Adding new users is easier—anyone invited to create their password will now appear promptly in search results.
  • Card reader devices are now even more dependable, and your Payment History shows today’s transactions by default.
  • Payment plans are calculated precisely, ensuring transparency and accuracy for both staff and patients.

Navigation & Organization

  • Year-over-year report data loads as expected, providing full insight for your records.
  • All available payment plan terms display only what’s relevant to your organization.
  • Improved navigation makes it easier to return to the right spot within AR Management reports.

⚠️ Known Issues in This Release

  • There are no known issues in this release.
update release onboarding application payment processing

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