Auto-charge after insurance, spam numbers and a bigger consent and form library

Turn on Charge the patient's share automatically under Settings → Billing → Auto-charge. When a paid claim leaves a balance, Ona emails the patient a notice, then charges their saved card instead of waiting for you to send the invoice. You choose the Notice period and the Most to charge. Larger balances and denied claims wait for you, as before. It only applies to patients who agreed to it, in the patient portal or with Charge after insurance pays on their card.

Collect payment on a visit now offers Paid onsite, Card on file and Payment link. A payment link comes with a QR code the patient can scan at the desk, or a link to copy and text them. A card payment no longer waits for the claim. The money is held on the patient's account until the payer decides, then goes toward what they owe.

A patient's Invoices page now shows their Balance: what's Outstanding, what's On account and any Refund due. Money held for them, such as a copay collected before the claim settles, is listed under Credit on account, where you can Apply it to an invoice or Refund it. When an invoice is overpaid, choose Keep on account instead of refunding. Switch to Activity to see every payment, credit and refund, day by day.

Already take payments with Stripe? Under Settings → Billing → Stripe, choose Connect existing account to link it and keep its history, payouts and bank details. Create new account sets up a new one, as before.

Choose Mark as spam from a conversation's menu, or add a number under Settings → Omnichannel → Spam numbers. Texts from that number go to a Spam section without notifying anyone or creating a lead, and its calls are rejected before they ring. You can still text or call it yourself, and Not spam undoes it. If the number is saved on a patient, Ona tells you before it comes off their record.

The library on the Consents and Forms pages now holds more than 250 consents and 150 forms, from registration and medical history to specialty questionnaires. Narrow it by Specialty and Category, or search. Consents marked Varies by state need checking against your state's rules. Forms marked Clinician completes are for your team to fill in, not patients.

Turn on Charge a reschedule fee under Settings → Billing → Cancellation Fees, with its own Reschedule window and amount. When your team moves a visit inside the window, Ona asks whether to charge it. Patients who move their own visit, in the portal or with the AI receptionist, hear or see the fee first. Changing only the clinician, room or length is free.

The AI receptionist now answers in shorter sentences, with a warmer voice. It works in your practice's time zone, so it names the right day for every opening, and it says whether a visit is in person or by video. When Register as a patient is chosen under New callers, it also asks for the caller's email and home address.