Patient Overview is getting a refresh, and you'll notice new details the next time you open a patient's record.

These changes give you a clearer, more complete view of each patient without changing how you already work.

Your core workflow is not changing. Most of what's new is additional information now surfaced directly on the tabs you already use, plus a new tab built specifically for clinical notes.

Here's a quick summary of what's new:

Take a look at each tab below for the full picture.

At the top of the window, you'll find the essentials: the patient's name, active status, demographics, and their current balance due, all visible without scrolling. If they're the responsible party for other family members on the account, that's flagged here too.

Right below the patient's name, eight quick-action buttons put your most common tasks within a single click, so there's no more digging through menus:

Below the quick actions, seven tabs keep the rest of the patient's information organized so you always know where to look.

The Overview tab is your at-a-glance summary: last visit, recall status, upcoming visits, open tasks, and insurance status. Right below that, you'll find clinical alerts and an insurance benefits snapshot, followed by any linked family members, so you can see the whole household at once.

Scroll a little further, and you'll find patient tags, all open tasks, contact information, and the patient's communication and appointment-reminder preferences, all on the same tab.

The Account tab shows the patient's billing picture: when they were entered and first seen, their aging balances (current, 30, 60, and 90 days), the cards on file, and their full service history and appointment list.

The Treatment tab lists the patient's treatment plan by phase, with the services, tooth or surface, and fee for each planned procedure.

The Activity tab is the full contact log for the patient, covering every email, call, text, and task-related touchpoint, along with their patient notes and any active sequences.

Notes is a new tab that brings clinical notes and completed services together in one chronological history, so you can see what was done and when. It's separate from the quick Note button in the action row above: that one's for jotting a fast note without leaving the window, while this tab is where you go to review the full clinical record.

The Insurance tab holds payer and plan details, verification status, and remaining benefits, with an eligibility report you can view in multiple ways: as a plain summary, raw JSON, an AI-generated summary, a Q&A, or structured data, whatever's easiest for the moment.

The Forms tab is also where you share documents with the patient. Send a new package with Add New Package (anything shared here is automatically deleted after a year), and keep track of pending forms, completed forms, uploaded documents, and PMS document history, all in one place.