Greyfinch Public Roadmap

We’re updating patient statements to make them easier for patients to read and for staff to explain, with a clearer layout and more meaningful detail. The new statement design will include: Patient name, payor name, and payor address Statement date and statement period range Amount due now, clearly broken down by A/R aging buckets (0–30, 31–60, etc.) A balance forward from the previous statement to show any prior outstanding balance Each statement will list all transactions within the statement period — such as: Charges Payments Adjustments Transfers (to/from other payors, including insurance) Corrections And any other transaction types that affect the balance For mass statements, used in collections, only accounts with a balance due will be included, showing transactions from the past month. A ledger statement option will also be available to show all transactions within any chosen date range, including the balance forward and full activity history. This update is designed to bring more clarity and context to every statement, making it easier to see what’s owed, what’s been paid, and how each transaction contributes to the current balance.

Ideally have a notification or even a report for when patients sign a contract. Currently, some patients complete a contract and their down payment but do not complete their autopay setup and there is no notification for this. We have fortunately found these instances but an email or task should occur for them.

We're building a feature that allows clinics to collect and securely store a patient's credit or debit card details at the time of online booking — without charging anything upfront. What this means for your clinic Reduce no-shows — patients are more committed when a card is on file No charge at booking — patients are clearly informed their card won't be billed today Optional & configurable — you choose whether to enable this step in your online booking flow (Leads App) Customisable messaging — set your own text to explain your cancellation or no-show policy to patients Card saved for future use — the card is stored securely on the patient's profile, ready to use if you need to process a no-show or late cancellation fee later 👍 Vote for this feature if reducing no-shows is important to your practice!

We are introducing split screen functionality into the platform to support more flexible, efficient workflows. This will allow users to view two pieces of information side by side, rather than switching back and forth between tabs or sections. The goal is to make it easier to stay oriented and reduce the friction that comes with constant navigation. With split screen, users will be able to choose what appears on each side of the interface. This could include full features like patient charts, as well as more specific views such as individual tabs within a chart. For example, you might have Comms open on one side while reviewing a patient chart on the other, or compare a treatment card alongside an assessment without losing context. This is particularly aimed at improving multitasking and supporting real-world workflows where information needs to be referenced simultaneously. Whether you’re cross-checking details, updating records while reviewing notes, or managing conversations alongside clinical data, split screen will provide a more practical and streamlined way to work within the platform.

It would be nice if you could right click on the patients name within the comms area and be able to open their chart from there instead of having to go and search the patients name, etc.

We're excited to announce an upcoming enhancement to our task management system, designed with a focus on improving user experience and efficiency. Moving away from the concept of task baskets, we will introduce a more flexible and intuitive approach using boards with multiple states or columns. This new system will allow for better organization and visibility, enabling users to easily subscribe to and monitor tasks relevant to their interests or expertise. What’s Changing? Custom Workflows – Practice managers can create workflows with predefined states (e.g., Open → In Progress → Closed). Automations & Notifications – Tasks can trigger notifications with flexible subscription options ensuring the right people stay informed. The Automation Hub will support task creation and updated workflow automation. Improved Task Management – ✅ Employees can create, edit, and assign tasks with details like due dates, assignees, priorities and comments. Tasks can also have multiple tags added, which will be dynamic, i.e. create the tag if it doesn’t exist. ✅ Tasks can include one or more actions, initially the only action we will support is generate a letter . ✅ A new task notification system will alert users when a task requires their review. Flexible Viewing Options – 📌 A personal dashboard will allow users to filter and sort tasks, highlighting overdue or urgent items and will include filtration options so tasks can be tracked across multiple workflows, with particular tags, asignee etc. 👀 Users will be able to switch between list view or a Kanban-style board , making it easier to organise tasks and do bulk actions. Claiming & Processing Tasks – 📂 Employees can claim tasks assigned to their team and move tasks through workflow stages.

This initiative will standardise how we send appointment confirmation and reminders but also allow customers to customize when reminders are sent out along with the frequency they are sent, per appointment type. It will also provide more flexibility around the content of the notifications and customization of same.

We’re adding new configuration options to give clinics more control over how patients make and manage payments online. What’s new Pay App configuration page : Choose which payment methods patients can use (Credit Card, ACH, or both), limit payments to the method on their payment plan, and optionally allow patients to update their payment method when resolving a failed autopay. You can also customize the message sent in payment request emails - along with the message the patient sees in the Pay App once they log into the request. Practice Hub settings : Set allowed payment methods for patient payments and updates to stored payment methods to match your clinic’s policies. New tracking events : We’ll now record when patients make payments or update their payment method online, so you can build automations from the. Card safeguard : Patients must keep at least one card on file. Why it matters These updates make it easier for clinics to manage payment rules and ensure a consistent experience across the Pay App and Practice Hub.

Currently leads app scheduling has questionaires in the lead app booking form , for patients to schedule. however the custom questions (screener questions) dont populate anywhere in the patient profile, however there is a button in the leads app profile to click that takes you to the patient profile chart where you can see med hx , demographic etc. I want to request a button in the patient profile (prob next to notes area) where you can click and it takes you to the leads app intake form where you can see answers to the custom questions you set up in the intake forms for online scheduling. this creates a 2 way information retrieval that TC's and Docs can pull up on the fly without having to manually exit the profile, click marketing and analytics and then find the lead profile card.

This initiative will deliver a newly worked Calendar with a much improved UX across the board. Searching for a patient using the global search will pull up a Patient Overlay, which is essentially a summary of the patient's profile, medical history, ledger and treatment. The calendar will have more data points necessary for schedulers to visualise availability and schedule appointments, rearrange and reschedule. Appointments will be easily changed (appointment type and duration) once scheduled. The process to reschedule appointments in bulk will be improved.