Prospyr News Center

Hi there,

You can now block unwanted incoming calls and messages in Prospyr. Blocking a number applies across all of your practice’s Prospyr phone numbers, helping your team reduce unwanted interruptions.

Learn more HERE

What’s new:

• Block numbers to stop calls before they ring, enter a queue, reach voicemail, or reach an AI agent
• Use Block caller directly from an incoming call’s details
• View blocked numbers and unblock them whenever needed
• Keep existing call and message history, with outgoing calls and texts unaffected

Manage blocked numbers to give your practice more control over incoming communications.

Hi there,

You can now build and share a customized PDF of a patient’s chart in Prospyr. Choose the records you need, add referral details, and select how to deliver the export.

Learn more HERE

What’s new:

• Start with a full record, face sheet, referral packet, or custom export
• Include clinical notes, documents, signed consents, appointments, receipts, and quotes
• Reorder sections, apply date ranges where supported, and select individual appointments or receipts
• Add orders, instructions, and referral contact details to the face sheet
• Receive an email link to the PDF, save a permanent chart copy, or send it by fax
• Choose whether to share a copy with the patient through the portal

Patient Chart Export makes it easier to prepare records for referrals, patient requests, and continued care.

Hi there,

You can now review and score calls in Prospyr using customizable Call Scorecards. Set clear expectations, provide coaching feedback, and use AI to help evaluate conversations.

Learn more HERE

What’s new:

• Customize scorecard categories and questions to match your practice’s standards
• Set coaching note requirements and weekly reviewer goals
• Score calls alongside their transcripts from the Reviews tab in Phone
• Choose manual reviews, AI suggestions, or automatic publishing with confidence requirements
• Track team ratings, category results, and calls needing coaching in the Quality tab

Call Scorecards help your team review conversations consistently and turn feedback into focused coaching. Owners and admins can set up and publish scorecards.

Hi there,

You can now find patients, appointments, invoices, services, and settings from one search window in Prospyr.

Learn more HERE

What’s new:

• Open Search from the top of any page
• Find patients, appointments, invoices, services, packages, and settings pages from one search box without leaving the page you're working on.

Global Search makes it easier to find the information you need and keep your workflow moving.

Hi there,

You can now manage a provider’s departure through a guided offboarding process in Prospyr. Review upcoming appointments, plan patient handovers, and update access in one place while preserving historical records.

Learn more HERE

What’s new:

• Review suggested replacement providers based on service, location, availability, patient history, and workload
• Reassign upcoming appointments and review how visits are distributed
• Create front desk call-back tasks for appointments that need rebooking
• Choose whether to notify patients about their new provider by text and email
• Update patients’ primary providers and manage the departing provider’s login access
• Keep past appointments, notes, charts, consents, and sales linked to the original provider

Provider Offboarding gives you a clearer way to coordinate a departure.

Hi there,

Building the right patient audience just got easier. We’ve improved Prospyr’s AI Audience Generator to better understand who you want to reach and make it simpler to create more targeted audiences using everyday language.

Learn more HERE

What’s improved:

• Describe the patients you want to reach in your own words
• Get smarter audience results based on your request
• See exactly how Prospyr interpreted your criteria
• Review audience filters, patient samples, and reach before saving

Hi there,

We’re excited to introduce ACH bank payments in Prospyr. You can now collect payments directly from a patient’s bank account, giving your practice another convenient payment option beyond credit cards.

Learn more HERE

What’s new:

• Request ACH authorization directly from the patient through a secure email or text link
• Select a saved bank account as a payment method on an invoice
• Track ACH payments as they move through processing
• View completed ACH payments directly from the invoice

ACH payments make it easier to offer patients more flexibility while keeping payment activity organized and trackable in Prospyr.

Hi there,

You can now track how patients engage with links sent through SMS campaigns in Prospyr. Link tracking gives you more visibility into campaign performance, including clicks, engagement, and revenue generated.

Learn more HERE

What’s new:

• Add a tracked link directly to an SMS campaign
• See your campaign’s overall click rate
• View which patients clicked the link
• See how many times each patient clicked
• Track revenue generated from the campaign
• Get a clearer picture of how your SMS campaigns are performing

SMS Link Tracking makes it easier to measure engagement and understand the impact your campaigns are having beyond just message delivery.

Hi there,

We’re excited to introduce the ability to track forms and consents outside of an appointment and see their completion status in the Documents tab.

Learn more HERE

What’s new:

• See outstanding forms and consents not tied to an appointment in the patient’s Documents tab.
• Track the current status of each item, including whether it is still incomplete

This makes it easier to quickly see what a patient still needs to complete.

Hi there,

We’re excited to introduce new tools for prioritizing and following up with leads in Opportunities. You can now identify which leads need attention first and manage more of your follow-up from one place.

Learn more HERE

What’s new:

• Set a time target for how long leads should remain in each Opportunities column
• Use P1–P4 priority labels to quickly identify leads that need attention
• Sort leads by Acuity to bring the most urgent follow-ups to the top
• See when a lead’s follow-up is overdue
• View key lead details, history, appointments, source, and tags in the redesigned lead details window
• Call, book, message, schedule messages, and log follow-up activity from one place
• Use AI draft to help create follow-up messages based on the lead’s information and history

These updates make it easier to prioritize the right leads, stay on top of follow-up, and move opportunities forward more efficiently.