AI Treatment Planner (Learn more)
​AI Treatment Planner is now available for all customers, allowing you to quickly draft tailored Treatment Plans for your clients on a per-user basis, giving teams precise control over who can use the feature. When AI Treatment Plan instructions aren't enabled for a user, the experience now promotes a direct link to the instruction page to streamline onboarding. AI Treatment Planner is labeled as a beta feature to set clear expectations during rollout.

AI Scribe — start recording directly from a form
Users can now initiate an AI Scribe recording from within a form page via the Ritten Intelligence menu, without needing to navigate back to the encounter header. After recording, the flow returns to the encounter and pre-selects the originating form for faster review.

Suggest Answers - Private Beta Launch
Suggest Answers allows users to quickly fill out forms using existing chart and form information — including both bulk form suggestions and per-field suggestions. All suggestions that generate will link to the source form where the information is generated from. If interested in participating, reach out to your Account Manager to learn more.

Global billing rules now configurable in the UI
Admins can manage global billing rules in a dedicated configuration interface within Configurations > Billing > Settings. Two new Global options are available, ensuring that billing rules can now "look across" a client's services to enforce payer-level requirements that span multiple encounters.

Do-Not-Bill option on Encounters and Services
Customers can now mark individual encounters as "Do Not Bill," preventing them from being included in claim generation. Users can mark encounters "not billable" (or vice versa) directly from an encounter or from the Billing screens - individual and bulk actions available.

Client fee schedules now support billing rules rerun (Learn more)
When client fee schedules are updated, users can trigger a billing rules rerun to keep downstream billing aligned. Similar to rerunning service rules or global fee schedules, this action will archive any services that 1) Used the client fee schedule, and 2) Are not yet attached to a claim, and regenerate services using the updated fees.

Copy custom client fee schedules
Users can now copy from existing fee schedules (global or other client schedules) when creating a custom client fee schedule, reducing repetitive setup.

Superbill enhancements
Superbills can now include Place of Service and Rendering Provider NPI per line item to support payer requirements and reduce denials. Users can remove these fields if desired.

Improved batch claim generation visibility
When generating claims asynchronously, users can see progress so they know what is running and when it completes. The progress bar will also contain information about the results of the claim generation process, such as how many services were processed, how many claims generated, how many claims failed, etc.

Copay weekly maximum support
Added support for payer configurations that limit copay auto-charging to a single copay per week — for contracts that combine a week's encounters into one service line.

Clearer payment method display for copay collection
Improved how payment method details are shown so teams can more easily understand which card or bank account was charged when reviewing credits and payments.

Clearer reasoning for No CPT Code match on encounters
When an encounter shows "No CPT Code," hovering it now surfaces a tooltip with the reason (e.g. missing active funding info).

New Client Chart Panel enhancements
The Primary Clinician is now more prominently surfaced in chart panel tabs, and payer Member ID is shown alongside insurance details to reduce context-switching.

Longer Signature Mode session timeouts
Signature Mode forms now allow up to 60 minutes before timing out, supporting clients who need more time to complete paperwork.

Event History tab in the client chart
A new Event History tab is available in the client chart, showing key event details (date, name, type, provider, attendance). Selecting an event opens the existing event modal pre-filled with that event's information.

Configurable Attendance statuses
A dedicated "Attendance Statuses" admin area allows teams to view, reorder, edit, and archive attendance statuses, with clear defaults for core statuses.

Attendance badges in the event modal
Attendance is now surfaced more clearly in event detail pop-up, showing the corresponding attendance badge next to participant names.

New CSV report: Client Attendance by Status
A summary CSV report shows counts of events by each clinic-defined attendance status per client and encounter type, making it easier to analyze participation patterns.

New CSV report: Client Event History
New CSV report that shows all events scheduled for the clients selected (if any), mirroring the data on the new Event History tab in the client chart.

More accurate Billing Rule inspector matching
The Billing Rule inspector now better reflects when Program/LOC matching is blocked by admission timing (fencepost rules), reducing confusion when troubleshooting "no rule match" scenarios.

New external Case APIs (API Documentation here)
Expanded external case capabilities with new APIs for creating and updating cases and creating case notes, plus webhook support for case creation — making it easier to integrate case workflows with external systems.

New Case Creation Webhook (API Documentation here)
New webhook that is fired whenever a new case is created in a customer's CRM.

New Ritten Labs setting to no longer require payer addresses
Labs can now disable the payer address requirement for lab orders, allowing for more flexibility for labs that do not require addresses for billing purposes.

Optional location capture for staff signatures
A new Security & Compliance feature toggle can require staff to share their browser location when signing EMR documentation. The captured location is displayed alongside the signature attestation for audit purposes.