Friday, February 20, 2026

Vyne Trellis Release Notes - February

 Live date: 2/5/2026

1. PDF Attachment Support

  • Insurance billers can now upload or drag‑and‑drop PDF files directly into Vyne Trellis when adding attachments to supported carriers. Vyne Trellis automatically converts the PDF into a supported image format and sends it to Tesia or NEA, no manual file conversion needed.​
  • Benefit: Submitting supporting documentation to claims is more seamless and reliable.
2. Correction Requests - Opt Out Language Addition (Required by Twilio) 
  • All Correction Requests sent from eligibility now automatically include the required opt‑out message (“STOP=EndTexts”). Because of the added text, the Custom Message field now allows up to 250 characters instead of 275, and the character counter has been updated to match.
  • Benefit: Helps make sure text messages are delivered to patients without issues. This reduces failed messages, avoids delays in completing forms, and keeps communication reliable for your practice.
3. Update Service Dates on Multiple Procedures
  • Service date updates are now correctly applied and persisted across all procedures on a claim. When users edit the service date for multiple procedures and save or send the claim, each procedure retains the updated date as expected.
  • Benefit: Prevents inaccurate service dates on submitted claims while improving claim accuracy and helps practices get paid faster with fewer downstream issues.
4. Website Address now accepts dashes and special characters
  • The Website Address field now accepts all valid and supported special characters, including dashes (-), along with other allowed characters such as ., _, and ~.
  • Benefit: Practices can successfully save website URLs that follow standard URL formatting without encountering validation errors.
5. MyPractice Unification
  • All users now access a single unified MyPractice experience within Vyne Trellis. Regardless of entry point or product context, practice profile setup and management occur in one consistent location, with Vyne Trellis as the system of record.
  • Benefit: Delivers a smoother onboarding experience with fewer setup mistakes, helping users get up and running faster. Builds confidence by making configuration simple and easy to understand. Reduces support needs by preventing missteps, and creates a strong foundation for future connected workflows across products.

Live date: 2/19/2026

1. Improvements to Secure Email Delivery Attachments

  • Secure Email attachments now appear above the email content, making it clear when documents like X‑rays are included. The attachment view is streamlined across workflows, showing up to three files with any additional documents grouped under a single “Download All” option.
  • Benefit: Reduces missed attachments and cuts down on follow‑up calls from payers and other offices by making documents easy to see and download the first time. This lowers communication costs, reduces rework, and speeds up revenue‑related workflows tied to secure email.

2. More Trusted and Recognizable Secure Emails

  • Secure email notifications now include explicit practice identification, clear reason for the message, and recognizable subject lines that immediately establish trust before opening. Patient response notifications now provide instant recognition of who replied.
  • Benefit: Improves email open rates, reduces delays from overlooked messages, and cuts unnecessary follow‑up. This keeps billing, clinical, and administrative workflows moving without interruptions and lowers overall communication costs.

3. Filter for Medicaid Balances

  • Medicaid balances are now automatically filtered out of the Payments ‘Outstanding Accounts’ tab. The filter is enabled by default so offices do not need to manually review or manage these balances.
  • Benefit: Reduces friction in the billing process, lowers the risk of Medicaid compliance issues, and helps prevent incorrect payment requests to Medicaid patients. This minimizes patient confusion and cuts inbound support calls, improving overall customer satisfaction.

4. Clearer Website Bill Pay Verification Messaging

  • Verification messaging now provides clear, specific guidance that explains who the guarantor is, and whose information should be entered.
  • Benefit: Reduces payment friction, increases successful bill‑pay completion, and cuts support calls related to verification issues. Patients can verify and pay correctly the first time, helping practices collect balances faster with less staff effort.

5. Updated Marketing and Affirm Opt In Messaging

  • Affirm messaging now clearly indicates the option is optional, removing ambiguity during setup and allowing practices to confidently proceed without assuming a required commitment. The legal disclaimer on the marketing landing page has also been updated with the optional language.
  • Benefit: Reduces enrollment friction, increases successful payment‑setup completion, and helps practices get started with Vyne Payments faster and with greater confidence, supporting quicker activation and improved cash flow.

6. Updated Date Picker Design (Campaigns)

  • The date pickers are updated to the current design system and will match the rest of Vyne Trellis.
  • Benefit: Consistency in design and styling help users feel that our different features make up a single product with a single focus of accelerating their revenue cycle.

7. Treatment Plan Extended Status Options

  • This enhancement adds a configurable multi-select status filter that allows users to select additional treatment plan statuses when creating campaigns. Existing campaigns prior to this feature will be unaffected.
  • Benefit: This allows practices to be more specific with their campaign targeting and can help them follow-up with patients who otherwise could slip through the cracks.