Every tenant-visible feature shipped to Moonshot EHR, one line per change, newest first. Fixes, refactors and internal tooling are left out. Dates are the day the change reached production.
Last updated October 15, 2026112 entries since August 2, 202615 turned on per clinic
October 2026
MembershipsNMI joins the platform-scheduled membership rail, so clinics on NMI get the same renewal engine as Stripe and TRX. Read more
Patient portalPatients book their own Quest draw appointment from the portal home page.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
BillingAdjust the amount and set a payment plan on a carried-over balance from a previous EHR.
CommunicationsStart an encounter or a new lab order straight from a conversation, with a receipt left on the thread. Read more
CommunicationsInbox round 2: list-pane controls, a completion menu, one task entry point, and channel labels on assignments. Read more
ChartingBefore and after photos card under the aesthetic injection map.
BillingModule lines on the platform subscription, including the bring-your-own-processor module. Read more
BillingSaved-but-not-invoiced list with Invoice all, and paged unpaid invoices.
BillingA failed card charge keeps its invoice number and can be retried from history.
LabsStaff can enter Quest orders on a provider's behalf.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
LabsLab wizard: multi-panel orders, presets, and preferred diagnoses by sex.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
BookingBooking links: picker services carry their own prices, with a clearance footnote and membership edit links.
ReportsAccounts receivable weekly snapshot, roll-forward, and A/R CSV export.
ChartingRestricted charts: block a patient chart from everyone except the owner, the assigned provider, and named staff, across labs, notes, forms, prescribing, texts, lists, and bulk actions.
BillingInvoice lines grouped by pharmacy.
Patient portalPatient relationships with four-way portal access and an edit dialog.
Patient portalPortal sign-in can text the code on request, with email as the fallback.
Website chatWebsite chat can offer the clinic's booking calendar as a card inside the conversation. Read more
SignupSignup wizard: accept the BAA, pick a plan, add a card, add a provider, then MFA on the first dashboard visit. Read more
CommunicationsInbox hides silent automations by default, adds a 7-day bulk Mark done, and never silences calls.
AutomationsA 'your membership renews soon' patient message, sent a configurable number of days before renewal. Read more
Data migrationCerbo import carries past appointment history with status, and sends nothing outbound. Read more
CommunicationsInbox 'Assigned to' filter: any colleague's assignments, or Unassigned.
BillingRecord part of a bill with an outside tender and collect the rest on the card rail.
CommunicationsThe clinic's texting and fax numbers show above Inbox and Fax. Read more
BillingResend a payment link or an unpaid invoice by email or text.
PaymentsBooking pre-payment through a public pay link on the TRX rail.
PaymentsPayments onboarding packet that collects what a processor's underwriting asks for.
CommunicationsStaff-only internal notes on portal conversations.
ChartingAesthetic injection map on the visit note: face diagram with per-product totals.
Website chatA website visitor's message is mirrored into the matched patient's Communications thread. Read more
FaxUpload a scanned stack to the fax inbox and file selected pages to patients. Read more
AIAI packages: owner-only plans that unlock website chat, with an overage invoice leg. Read more
Website chatWebsite chat: an embeddable, tenant-scoped patient chat for the clinic's own website. Read moreTurned on by the clinic owner with an AI package.
CommunicationsMark done older than N days: an audited bulk close for stale open threads.
CommunicationsHand a thread to a colleague as a task, with the patient's tasks pane beside the thread.
CommunicationsCombined Inbox: texts and portal messages in one list, one row per patient. Read more
CommunicationsTexts inbox shows the sender on every outbound text, with Unread, Recent, Starred and All views.
CommunicationsPortal inbox: Done, Reopen and Assign on the queue, with team and Open, Done, All views.
NotificationsClinic-level off switch for the portal-message inbox email.
BillingEdit a saved bill's manual discount while keeping the invoice number.
TasksSnooze a task until a date, inbox-style rows, optional due date.
BillingUnpaid bills get an invoice number and the payment carries it.
Partner APIPartner API v1: API keys, public reads, an OpenAPI spec and a developer page.Available to partners on request.
FaxAttach a PDF to a fax from Communications by picker or drag and drop. Read more
BillingInvoice choice in the cart's payment-method row: bill the patient, pay later.
ReportsAccounting journal for QuickBooks Online as a cash-basis daily summary.
Patient portalPatients can request a membership pause or cancel; staff approve. Read moreOff per clinic until the owner turns it on.
MembershipsIncluded items: a completed visit spends a prepaid pack for codes the membership did not cover.
MembershipsMonthly, Quarterly and Yearly toggle with a savings line on the public join page and the portal. Read more
TelehealthMid-call media events are recorded from both sides so the provider sees the patient's camera and mic state.
MembershipsQuarterly and yearly billing cadences on Stripe and TRX, with catalog and plan-builder options. Read more
September 2026
BillingRecord reversals the card processor already made, on NMI and TRX.
CatalogWhat's included for memberships shown in the product catalog.
BookingMembership join links in the custom booking links builder.
BillingVoid or refund installment cycles 2 through N from Billing on NMI and TRX.
BillingRecord a membership period or plan cycle as paid outside the platform.
MembershipsPatient self-serve membership checkout on the TRX rail from the public join page and the portal. Read more
CRMLead state, request geo and quiz type stored from website webhooks.
IntakePer-question intake answer flags that stop the patient and flag the clinic.
AIAI assistant can propose pausing, resuming or cancelling a membership, and invoice actions: receipt resend, account credit, payment retry.
PaymentsClinics manage their own TRX card terminal serials in Settings.
PaymentsCard-present terminal on the TRX rail (Verifone P200 Plus): sale, status and cancel.
BillingOne-click convert a paid visit into a membership. Read more
MembershipsQuarterly benefit credits that auto-consume on completion, and 12-month commitment terms.
DevicesKorr RMR and VO2 results as structured chart entries and portal records.Turned on per clinic by Moonshot on request.
AI receptionistOwner-only paid sign-up, a usage meter and a monthly minute cap for the phone assistant. Read more
AI receptionistThe phone assistant offers a text confirmation after booking and records consent on a yes. Read more
PaymentsUnattended saved-card sales on TRX, a receipt for every approved installment cycle, and per-tenant TRX environment.
BookingGift certificates for public booking configs.
AI receptionistAI phone receptionist: book, cancel and take a message by phone. Read more
RecordsRecords request: ask an outside facility to send a patient's records in.
BundlesBundles in the cart on cash and TRX, deductions chosen in the visit note, and remaining sessions shown in the portal.
BookingPatients can request an appointment instead of booking one.
LabsQuest results show the lab's own flag as sent; clinic-derived severity is a separate clinic alert.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
OrdersReferral packet with the signed note, an AI-drafted reason for referral, and recent labs.
BillingInstallments: short terms, twice-monthly cadence, and the TRX rail.
ChartingExport tab on the patient profile: fax or release a chart packet.
ChartingDot phrases in every encounter text field.
IntakeRefill questionnaire, patient-reported draw date, and consents signed in the office.
MembershipsStanding membership discounts, visible everywhere and settable from Modify plan.
MembershipsPer-plan benefits with yearly and monthly usage tracking.
LabsLab wizard flow: search first, order questions, collection location chosen once, transmit explainer.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
BillingRetry a failed payment for a different, lower amount; edit membership price, plan and billing date on any live status.
LabsQuest patient service center scheduler becomes an in-chart dialog.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
SignupShort private signup links for invited clinics.
ReportsClick the churn rate on the dashboard to list the memberships that cancelled.
BillingItemized receipts on the NMI and TRX saved-charge rails.
E-prescribingScriptSure provider onboarding gate: self-service enrollment checklist. Read more
FaxInbound faxes and delivery status on the API fax transport. Read more
OrdersOutbound orders from the encounter note: referrals, imaging and outside labs with diagnosis and letter.
PaymentsCard billing ZIP collected at save time on the TRX rail.
PaymentsTRX Services rail: sale, void and return, with billing UI.
BillingChange or replace the card on an active installment plan.
August 2026
Patient educationSigning a note can send the patient an education and aftercare packet.
E-prescribingControlled-substance pre-question gates the PMP check box. Read more
ChartingRespiratory rate vital across entry, summary, fax and export.
BookingNMI booking prepay and per-appointment-type deposits.
BillingNMI payment links: public checkout for NMI-rail tenants.
BillingSwitch an installment plan to a new program mid-year; a chart renewal task when a plan completes.
LabsClient-printed specimen labels for Quest orders.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
Data migrationAthena full-chart PDF loader with a 200 MB migration upload cap.
PaymentsNMI payment gateway card in Settings for clinic owners.
ChartingTenant-configurable patient program labels.
Data migrationAthena C-CDA import pipeline: parser, shaper and CLI.
LabsBranded lab report rendered verbatim from Quest results.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
LabsScan and attach a signed Quest ABN as durable evidence.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
AIMCP tool for panel contents and Quest wizard knowledge-base articles. Read moreQuest ordering is enabled per clinic by Moonshot after the Quest account is set up.
LabsAnalyte-level panel contents in the lab wizard, with What's included.Quest ordering is enabled per clinic by Moonshot after the Quest account is set up.
MembershipsMembership Manager on the patient profile; price changes to any amount including $0; manual and comped memberships.
CommunicationsPer-patient opt-out for review requests.
About this page
Most features are on for every clinic the day they ship. Entries with a note underneath are turned on per clinic, usually because they need an outside account (Quest, a card processor) or an owner-accepted package (website chat, the phone assistant). Pricing for packages is on the pricing page. If you want to know whether Moonshot does something that is not listed here, ask and you will get a straight answer.
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