Roadmap
Planned / not confirmed items only. No dates or commitments are published on this page.
Planned / not confirmed — do not mix this page into current-feature user guides. The items below are opportunities or previously discussed proposals, not confirmed shipped capabilities. Publish a roadmap only with product-owner approval. No dates or commitments are provided on this page.
How to read this page
If a feature is listed here, it is not presented as available, and it has no detail page claiming it is live. Do not use these items in marketing or customer guidance as available features until their release status is verified and approved.
Compliance and PHI-capable workflows — Planned / not confirmed
Potential future HIPAA-oriented controls, BAA processes, security audit readiness and SOC 2 assessment/certification. Compliance status must never be implied before completion and verification. No HIPAA compliance, SOC 2 certification, signed BAA, encryption standard, retention period or data residency is claimed anywhere on this site.
Revenue Cycle Management (RCM) — Planned / not confirmed
Possible future claim workqueues, denial case management, reimbursement analytics and integrations. End-to-end RCM, ERA/EOB reconciliation, prior authorization and automated claim submission are not current capabilities established by the source document.
Denial workflow expansion — Planned / not confirmed
- AI-assisted payer call preparation/notes (AI payer-call assistant).
- PHI-free follow-up tracker.
- Payer playbooks.
- Denial trend analysis (denial-trend dashboards).
- Appeal-deadline tracking (deadline reminders).
- Source-linked investigation checklists.
Automated appeal submission and real claim ingestion are also not confirmed as shipped.
Payer Policy Change Radar — Planned / not confirmed
Monitor approved payer and CMS sources for policy changes, summarise revisions and flag effective dates and affected codes. Not confirmed as released.
Advanced coding intelligence — Planned / not confirmed
Version-aware crosswalks, specialty-specific knowledge packs, code/modifier conflict analysis, documentation checklist generation and richer evidence trails. Not confirmed as released.
Integrations and automation — Planned / not confirmed
Possible future EHR/practice-management/clearinghouse integrations, scheduled monitoring, notifications and workflow automation, subject to compliance, permissions, licensing and product approval. Public API and third-party integrations are not confirmed. See API Reference and Integrations.
Team knowledge and analytics — Planned / not confirmed
Potential shared SOPs, team knowledge base, aggregate usage reporting and productivity insights. Confirm actual data and privacy handling before release. Team Management itself — including roles, permissions and seats — is Planned / not confirmed; do not invent role names such as Owner, Admin or Member until verified.
Also Planned / not confirmed
- Reports and Insights (a card appeared in the documentation design mockup, but the mockup alone is not proof of an operational analytics module).
- Call Assistant (Denial Help area).
- Video Tutorials (no verified tutorial catalogue was supplied).
What is no longer listed as planned here
The Chrome Extension is no longer listed as planned on this page. It has its own guide based on an existing extension UI — see Chrome Extension. Its installation/distribution links, permission scope and whether it reads page content still require verification.