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AnnouncementImprovement
a month ago

Medsender Release Notes (January)

We are excited to share our latest Medsender updates. This release focuses on faster performance, improved usability, expanded EMR integrations, and new automation capabilities designed to reduce manual work and keep teams moving efficiently.


🛠️ User Experience and Performance Improvements

Bulk Send

You can now send up to 50 records to multiple recipients in a single action, eliminating the need to send files one by one and significantly speeding up outbound workflows.

Referral Management Enhancements

Experience advanced filtering by multiple assignees and statuses simultaneously, along with linked reply tracking that ensures all referral replies appear in your Sent Inbox.

Larger Touch Zones for Checkboxes

We have increased the selectable area around checkboxes to make high-volume record selection easier and more accurate.

Role-Based Access Control

Admins now have granular control over workspace access, allowing per-user permissions for inboxes and referrals to ensure teams see only the specific tools they need.

Next/Previous Navigation

Move through Inbox, Sent, and Referral records using Next and Previous navigation directly within the slide-out viewer, removing the need to close and reopen records.

Patient Header Stamp

Documents can automatically include a patient header stamp with name and date of birth on every page, with fully configurable placement to fit your specific workflow.

MAIRA Inbound Redesign

The MAIRA inbound experience has been redesigned to match the outbound interface, making call log and transcript reviews much clearer.

Speed Boosts

We are continuing to push updates that significantly improve load times for large inboxes, referrals, and EMR upload tracking across the platform.


🔌 EMR Integration Updates

  • AI-Powered Insurance Authorization (ModMed only): Automatically extract key authorization numbers, dates, and visit counts from referrals and sync them directly to the patient authorization section in EMA.
  • Queued Faxes (BETA ModMed only): ModMed queued faxes can now be automatically sent from Medsender using configurable filters to streamline your outbound document flow. Check it out in your toggle features tab!
  • Provider Tasking (Tebra/Kareo): Tasks/notes can now be assigned directly to providers during chart creation, and Tebra searches now default to active patients for a cleaner experience.

⏳ Coming Soon

Keep an eye out for these powerful automation tools arriving in your account shortly:

  • Task Routing Rules (EMA users only): We are launching a more granular, modular auto-tasking system. You will be able to use "if-then" logic to route documents based on a combination of Category and color-coded Labels. 
  • Multi-Patient Indicator: Identify documents containing multiple patients at a glance with a new visual badge. Hovering over the badge will display all names and dates of birth without opening the record.

Ready to explore? Log in to your Medsender account today to try out these new features!

Questions? Our team is always happy to help at support@medsender.com.