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Platform UPDATES
EngagedMD Improvements & Updates
Make your practice run like magic with constant upgrades and enhancements.
Access the CareXP Knowledge Base
May 23, 2025
Introducing patient stages
Track patient progress through your clinic's care journeys in a standardized way at scale (and all of the data to constantly improve it)
May 15, 2025
Improvements to "Action" task types
Create one-off actions or modify existing templates during the assignment workflow for use cases that don't perfectly fit the mold. We've also enabled embedded links, "Click to dial" phone numbers, attachments, and more patient/partner settings -- all to make actions easier to use and better fit your workflows.
April 30, 2025
Remove assignments from bundles on the fly
When patients don't *quite* fit into a standard bundle, you can now remove individual assignments from bundles during the assignment workflow.
April 29, 2025
Internationalization improvements
Traveling or working across multiple timezone locations? Patients and clinical teams can now set preferred time zones.
April 18, 2025
Pin your favorite assignments
No more endless searching and scrolling -- pin your most commonly used activities and bundles to the top of the list.
April 18, 2025
Sign multiple forms with a single click
Tired of clicking, signing, clicking, signing, clicking, signing...you get the idea. Now you can open all of the forms you need to sign with one click.
April 1, 2025
More flexibility for signer autofill settings
Practices can now choose if they want to pre-populate clinical signers with a patient's care team members.
March 20, 2025
Bulk reassignment between staff members
We've built out workflows to bulk reassign all tasks to a different user when a teammate leaves the practice, or is just out of office for a while!
March 10, 2025
Preview forms before they're assigned
No more guessing if you picked the right forms - you can now preview each document in the same place you're assigning it.
March 5, 2025
Set default identify verification standards
Mitigate your practice's risk by setting a default level of identity verification for each form template.
February 13, 2025
Streamlined patient record view
A new look and feel to patient records to more seamlessly and centrally navigate all of the care a patient has undergone with your practice.
February 5, 2025
A brand new patient experience
Patients now have a more intuitive and modern way to check off through their to-dos.
January 31, 2025
Ultimate notification flexibility
We've built out an entirely new administrative suite to fine tune how, when, and where patients receive reminder notifications.
January 15, 2025
Filter assignments by assigner
More ways to find the right assignments at the right time.