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Earlier in Goji.
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137 posts
October 2026
Imported charts
Sessions you import arrive complete and unsigned with an Imported badge, so old charts never read as unfinished notes.
- What an imported chart is
- Every chart gets an appointment
- Custom fields are checked against yours
- Fixing a chart afterwards
Imported visit history
Past visits from your old system show on the patient's page and count toward Last visit and care status.
- A Visit history panel on the patient page
- Where the history counts
- Safe to re-run, and to take back
Starter patient fields
Add referral, insurance, safety, preferences or background fields in one step.
- What each set adds
- They are yours afterwards
- Where the fields show up
Patient fields
Add your own fields to every patient, such as referral source or insurance carrier.
- Define the fields you need
- Fill them in on the patient
- They become columns
- In and out with CSV
- + 1 more in this release
Billing code presets
Turn on consultation, preventive and herb codes for your practice, and set defaults per service.
- Pick a starting point
- What it changes on the superbill
- Defaults for each service
Consult codes with modifier 25
A suggested consultation prints with modifier 25 on a day you also needle.
- What gets suggested
- When modifier 25 prints
- Before you add one
Partial-day time off
Block part of a day, a date range or a repeating weekday on one provider's calendar, with an optional reason.
- Blocking the time
- What it stops, and what it doesn't
- On the calendar
- When appointments are already booked
September 2026
Starter chart fields
Add Ten Questions, a safety screen, a problem list or a SOAP note to a chart in one click.
- Where to find them
- What is in each set
- A copy you own
- Starter fields, protocols and templates
Saved superbill snapshots
Each superbill you export is saved with the choices behind it, so it can be produced again.
- What gets saved
- Downloading it again
Multi-select tongue
Pick several colors, coatings and shapes for the tongue, and add your own terms.
- As many as apply, in three groups
- A term that isn't listed
- Where it shows up
Charting queue
Every past visit still missing a finished chart, across all patients.
- What is in the queue
- Narrowing it down
Expiring card badge
Saved cards that lapse within about two months are flagged for staff and patients.
- What gets flagged
- What happens next
Full-screen table
Expand the patient table to fill the window, with the header row staying in view.
- How it works
- Leaving full screen
- Where it shows
Contact forms
A form type for messages from people who are not patients yet.
- Choose the type on the form
- How a message is handled
- What a contact form stays out of
One-page forms
Show a short form on a single page instead of one question at a time.
- Where to set it
- What the patient sees
Export selected patients
Tick patients, or a whole page, and export them as a CSV.
- Selecting patients
- What the file contains
Saved views
Save a search, filter or sort as a named tab on the Patients list, for yourself or the whole practice.
- Save what you have set up
- Personal or for the practice
- Adjust a view without losing it
- Choose what Patients opens to
- + 2 more in this release
Patient roster
Search, sort and filter every column of your patient list, loaded 25 at a time.
- Search, then narrow
- Every column sorts
- Your columns, your layout
- What stays out of the address
Session details page
Open a charted visit to read the whole chart first, with Edit, Superbill, Download PDF and Delete beside the status.
- How you get there
- What the page shows
- Draft, complete and signed
- Deleting from here
Chart PDF
Download a chart as a PDF on your letterhead, to save, print or send to another provider.
- Where to find it
- What is on the page
- Notes without the markers
- Signed and unsigned
- + 1 more in this release
