Build 31 Training: 

Smart Upgrades for a Competitive Edge

Learn from our product experts on how to maximize workflows for optimal efficiency.

Watch Recordings

Build 31 Training:

Smart Upgrades for a Competitive Edge

Learn from our product experts on how to maximize workflows for optimal efficiency.

Watch Recordings

Build 31 Training:

Smart Upgrades for a Competitive Edge

Learn from our product experts on how to maximize workflows for optimal efficiency.

Watch Recordings

Don’t Get Left Behind In Healthcare’s Digital Movement!

Stay up to date with Build 31's latest enhancements engineered to assist your practice better.

Don’t Get Left Behind In Healthcare’s Digital Movement!

Stay up to date with Build 31's latest enhancements engineered to assist your practice better.

Don’t Get Left Behind In Healthcare’s Digital Movement!

Stay up to date with Build 31's latest enhancements engineered to assist your practice better.

IMS Just Got Even Better 

Experience the power of healthcare optimization with Build 31 — the re-engineered IMS platform packed with dynamic and user-friendly features that make running your practice a breeze. Our upgrades are tailored to meet your daily demands, empowering you to take on any challenge that comes your way.


Your Feedback Made It Happen!

Your feedback is invaluable to us. We've made it our mission to create more reliable software for your practice. From improved GUIs, enhanced documentation features, and added management systems, the latest IMS platform truly optimizes the healthcare experience. 

IMS Just Got Even Better 

Experience the power of healthcare optimization with Build 31 — the re-engineered IMS platform packed with dynamic and user-friendly features that make running your practice a breeze. Our upgrades are tailored to meet your daily demands, empowering you to take on any challenge that comes your way.


Your Feedback Made It Happen!

Your feedback is invaluable to us. We've made it our mission to create more reliable software for your practice. From improved GUIs, enhanced documentation features, and added management systems, the latest IMS platform truly optimizes the healthcare experience. 

Build 31 Training Highlights

UDS Reporting Portal

Bi-Directional LinkWith Functionality

Increase workflow efficiency by processing multiple orders at one time based on a specific selection of questions and/or an ICD.

API Integration

Appointment Scrubber

Avoid appointment delays with a system that identifies missing pre-authorization, insurance eligibility, and other potential issues before a patient’s scheduled visit.

Modernized UI

Visit Note Graphical User Interface (GUI) Updates

Enjoy a more modern, user-friendly Visit Note interface for improved readability, efficiency, and adaptability.

UDS Reporting Portal

Bi-Directional LinkWith Functionality

Increase workflow efficiency by processing multiple orders at one time based on a specific selection of questions and/or an ICD.

API Integration

Appointment Scrubber

Avoid appointment delays with a system that identifies missing pre-authorization, insurance eligibility, and other potential issues before a patient’s scheduled visit.

Modernized UI

Visit Note Graphical User Interface (GUI) Updates

Enjoy a more modern, user-friendly Visit Note interface for improved readability, efficiency, and adaptability.

UDS Reporting Portal

Assessment & Plan

Speed up documentation for diagnosis and treatment plans through simplified configurations in the Visit Note feature.

API Integration

Recall Management

Ensure missed appointments are promptly recalled for scheduling with an improved appointment tracking system.

Modernized UI

Lead Management

Effectively manage a high influx of leads with a dynamic module that logs phone calls, faxes, and website activity in one data repository.

UDS Reporting Portal

Assessment & Plan

Speed up documentation for diagnosis and treatment plans through simplified configurations in the Visit Note feature.

API Integration

Recall Management

Ensure missed appointments are promptly recalled for scheduling with an improved appointment tracking system.

Modernized UI

Lead Management

Effectively manage a high influx of leads with a dynamic module that logs phone calls, faxes, and website activity in one data repository.

UDS Reporting Portal

Form-Based Question Template

Customize visit note configurations following form-based layouts for easier documentation.

API Integration

Dashlet View on Visit Note

View visit notes at a glance and edit key features within the window with an accessible dashlet view.

Modernized UI

MIR-Diagnostic Image Management Upgrades

Experience an all-new MIR screen allowing users more agency over sending reports and image previews and comparisons for more efficient data management.

UDS Reporting Portal

Form-Based Question Template

Customize visit note configurations following form-based layouts for easier documentation.

API Integration

Dashlet View on Visit Note

View visit notes at a glance and edit key features within the window with an accessible dashlet view.

Modernized UI

MIR-Diagnostic Image Management Upgrades

Experience an all-new MIR screen allowing users more agency over sending reports and image previews and comparisons for more efficient data management.

UDS Reporting Portal

Bi-Directional LinkWith Functionality

Increase workflow efficiency by processing multiple orders at one time based on a specific selection of questions and/or an ICD.

API Integration

Appointment Scrubber

Avoid appointment delays with a system that identifies missing pre-authorization, insurance eligibility, and other potential issues before a patient’s scheduled visit.

Modernized UI

Visit Note Graphical User Interface (GUI) Updates

Enjoy a more modern, user-friendly Visit Note interface for improved readability, efficiency, and adaptability.

UDS Reporting Portal

Assessment & Plan

Speed up documentation for diagnosis and treatment plans through simplified configurations in the Visit Note feature.

API Integration

Recall Management

Ensure missed appointments are promptly recalled for scheduling with an improved appointment tracking system.

Modernized UI

Lead Management

Effectively manage a high influx of leads with a dynamic module that logs phone calls, faxes, and website activity in one data repository.

UDS Reporting Portal

Form-Based Question Template

Customize visit note configurations following form-based layouts for easier documentation.

API Integration

Dashlet View on Visit Note

View visit notes at a glance and edit key features within the window with an accessible dashlet view.

Modernized UI

MIR-Diagnostic Image Management Upgrades

Experience an all-new MIR screen allowing users more agency over sending reports and image previews and comparisons for more efficient data management.

Exciting Things Are in Store for Your Practice

Join our experts on a three-day training program

Watch Recordings

Build 31 Training Agenda

  • Laterality shown in Appointment on Scheduler
  • Separate Laterality Tags of Scheduled Procedure
  • Scheduler Tooltip - Display Patient Gender & DOB
  • Employee Master Role Field
  • Patient Left Indicator on Check-In/Check-Out
  • Referral Doctor Changes
  • New Parameter for Exclude Co-Pay
  • Calendar View Changes - Scheduler
  • Check-In/Check-Out Changes
  • Appointment History Log
  • Configurable Scheduler Tab - Chart View
  • Allow to block Multiple Procedure Groups on Template
  • Forms to be SIgned - Insurance Filter
  • Appointment Scrubber
  • Recall Manager
  • Visit Note Left Frame Options - Active Checkbox
  • Visit Note Left Frame Options - Active Checkbox Dependency
  • Visit Note Redesign of Setup - Left Panel



  • Visit Note - Bidirectional Linkwith
  • Visit Note - Additional Question Templates
  • CLIA No. on Result Reports
  • Diagnostic Image Management Improvements
  • Visit Note - Right Panel Option Changes
  • Visit Note - Follow Up Window Changes
  • Visit Note - Global Templates and Copy From Previous Visit
  • Visit Note - Follow Up Changes in Dashlet and Right Panel
  • Visit Note - Assessment & Plan
  • Visit Note - Dashlets View
  • Visit Note - Form Based Question Templates
  • Visit Note - CPT Search Changes in Superbill and Assessment & Plan
  • Impact on Other Products - Portal & Quick Note
  • CPT Search Changes in Superbill
  • Negative Balance Report
  • Attorney's Report

  • ASC Billing Changes
  • Patient Ledger Changes
  • Billing Report Changes
  • IMSGo - Visit Note > Follow-Up Changes
  • Walker BT and Walker C2X Devices Integration - IMSGo & IMS OnArrival
  • Referral Doctor  Changes - All Apps
  • IMSGo - Recall Management
  • IMSGo - Add Recall for Patient Checkout
  • IMSGo - Patient Left > Add Recall
  • Lead Management
  • Lead Management APIs
  • Call Module Changes
  • Remove Prescription from Art Calendar - IMS/Portal/Patient App
  • Lenshook Hamilton Thorne Integration
  • Immunization Query Automatic on Patient Check-In
  • Default CI/CO Login Landing Page - Immunotherapy

Build 31 Training Agenda

  • Laterality shown in Appointment on Scheduler
  • Separate Laterality Tags of Scheduled Procedure
  • Scheduler Tooltip - Display Patient Gender & DOB
  • Employee Master Role Field
  • Patient Left Indicator on Check-In/Check-Out
  • Referral Doctor Changes
  • New Parameter for Exclude Co-Pay
  • Calendar View Changes - Scheduler
  • Check-In/Check-Out Changes
  • Appointment History Log
  • Configurable Scheduler Tab - Chart View
  • Allow to block Multiple Procedure Groups on Template
  • Forms to be SIgned - Insurance Filter
  • Appointment Scrubber
  • Recall Manager
  • Visit Note Left Frame Options - Active Checkbox
  • Visit Note Left Frame Options - Active Checkbox Dependency
  • Visit Note Redesign of Setup - Left Panel



  • Visit Note - Bidirectional Linkwith
  • Visit Note - Additional Question Templates
  • CLIA No. on Result Reports
  • Diagnostic Image Management Improvements
  • Visit Note - Right Panel Option Changes
  • Visit Note - Follow Up Window Changes
  • Visit Note - Global Templates and Copy From Previous Visit
  • Visit Note - Follow Up Changes in Dashlet and Right Panel
  • Visit Note - Assessment & Plan
  • Visit Note - Dashlets View
  • Visit Note - Form Based Question Templates
  • Visit Note - CPT Search Changes in Superbill and Assessment & Plan
  • Impact on Other Products - Portal & Quick Note
  • CPT Search Changes in Superbill
  • Negative Balance Report
  • Attorney's Report

  • ASC Billing Changes
  • Patient Ledger Changes
  • Billing Report Changes
  • IMSGo - Visit Note > Follow-Up Changes
  • Walker BT and Walker C2X Devices Integration - IMSGo & IMS OnArrival
  • Referral Doctor  Changes - All Apps
  • IMSGo - Recall Management
  • IMSGo - Add Recall for Patient Checkout
  • IMSGo - Patient Left > Add Recall
  • Lead Management
  • Lead Management APIs
  • Call Module Changes
  • Remove Prescription from Art Calendar - IMS/Portal/Patient App
  • Lenshook Hamilton Thorne Integration
  • Immunization Query Automatic on Patient Check-In
  • Default CI/CO Login Landing Page - Immunotherapy

Want to watch the entire Build 31 training or download the presentations?

Watch the full recording containing all updates from Build 31 on IMS Client Connect

Step 1. Log in to Client Connect and select IMS University on the left-hand menu.

Step 2. Select the IMS Webinars tab and look for the Build 31 Training section for the recordings.

Step 3. For the slide decks, click IMS User Library and select Presentations for a drop-down list.

*Alternatively, select one of the options below to watch a recording of that session.

Future-Proof Your Practice with IMS Build 31

Watch Recordings