New Features
-
We’ve added support for Wholescripts! You can find the buttons to access Wholescripts right next to the buttons for Fullscript - in the Patient Action Menu and in the chart note in the Plan section. The process works essentially the same as Fullscript does: click the Wholescripts button, sign into your Wholescripts account, and you’ll then be able to enter product recommendations (and, if adding from inside the chart interface, add the recommendations directly to the plan section).
-
Addition of Resources to Scheduling
Resources are non-provider entities that patients can schedule with. Examples include IV chairs, sauna rooms, or even simply “clinic staff” if your clinic’s workflow doesn’t include booking with a specific provider.
New resources may be added in Settings > Business > Resources. Resources act in many ways like a provider (including having their own payment processor settings and patient text/email notification settings) but are not users, cannot log in and cannot create chart notes.
As many of you are aware, in order to accomplish this previously, you would need to create a “pseudo-provider” for patients to book with. We hope that this simplifies setup for many of you! At this time any previously set up “pseudo-providers” will continue to function as they have, but we encourage you to begin migrating to Resources as this should make your administration easier.
Payment Processing/Superbill Improvements
-
We've added support to online booking for multiple practitioners with different Stripe accounts.
Previously, online booking could only be used with a single Stripe account (typically the first one added to the clinic). Now the Stripe account associated with the provider being booked will run the payment, if multiple Stripe accounts are configured.
-
Improved credit card selection when setting up Fiserv recurring payments.
You can now choose from the cards on file for that patient rather than being forced to use the most recent.
You can now change the card used for an existing subscription.
For Fiserv terminals, we've added the MID to the terminal selector dropdown alongside the terminal ID.
Superbill Update: when editing a superbill from a previous date in which no payment has been recorded, using “Take Card Payment” to run a transaction will now correctly record the payment on the current date rather than on the original date of the superbill.
Improved behavior of superbills created from chart notes - if a service is listed as a procedure or lab order, it will now be imported to the superbill on the appropriate line, rather than under “office visits.”
User Interface/other Improvements
Added improved height controls for the Sticky Note - it now has a fixed height and is scrollable, with a “show more” link to easily expand the height.
Improved handling of URLs generated for logo images.
Improved encryption for chart data sent to DeepCura.
Removed the ability for non-admin users to view the “Clearinghouse Set-up” section in Settings.
Bug Fixes
Fixed an error that could occur when sending an email related to a gift card created from a Superbill.
Fixed an issue that could prevent outgoing faxes from being sent if the PDF contained manually-edited signatures, drawings etc. This could occur when using Shortcuts > Administrative > Send a Fax.
Fixed an issue that could prevent tags from being deleted if none of the display checkboxes are checked.