Major Updates
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New feature: Outlook Calendar integration!
Similar to the Google Calendar integration already available, provider schedules are now able to be synchronized to an Outlook calendar.
To configure this, go to Settings > Scheduling > Provider Calendar and scroll down to the Outlook Calendar section. You will be able to connect your Microsoft Account, select a color for imported events, and configure additional options in “advanced settings”.
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New feature: Settings Roles!
Like Analytics Roles, this feature allows you to lock down the Settings menu so that staff members can only access the sections that are relevant to their roles. Additional access restriction options are coming soon!
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New feature: Recurring billing through Stripe!
It is now possible to set up recurring billing/memberships when using Stripe as your payment processor.
New feature: you can now add diagnosis codes directly to the Patient Dashboard without needing to create a note first! You can also deactivate and reactivate them from the Dashboard.
New feature: support for lab orders through Fullscript.
User Interface Improvements
Updated language in Online Booking - if saving a card on file, the patient would see “Your Payment was successful” even though their card was not charged. They will now be informed that their card was saved and their appointment was secured.
Added a warning message when leaving an unsaved superbill without saving.
Added the provider’s name to labels printed for RX/supplements.
Refund/Void buttons in card payment history will now be properly hidden if the transaction has an Error status.
Prevented creation of subscriptions with a $0.00 charge (which would be declined by the processor).
Enabled deletion of Health Maintenance items from the Dashboard.
Superbill Fixes
Fixed an issue that could prevent services from being transferred from chart to superbill.
Fixed an issue with superbill creation where a “payment processed through terminal/device” message was being included on the superbills.
Fixed a superbill issue that caused the last 4 digits of the credit card to not be displayed.
Fixed an issue that could cause a superbill to be created for a staff member/MA when they are editing a chart, rather than the provider who created the chart.
Fixed an issue in the mobile app that made superbills inaccessible on the patient portal.
Fixed a superbill issue that would cause redeemed gift cards to show as “cash” rather than “gift.”
Fixed a superbill issue where coinsurance would not be calculated correctly.
Fixed an issue with some payments >$1,000 not populating into the superbill payment screen.
Document Fixes
Fixed an issue which would cause PDFs of a patient’s recurring appointments to show only the date of the first appointment.
Fixed an issue with appointment PDFs where the appointments would not be in date order.
Fixed REFERRING_PROVIDER_NAME keyword not populating correctly in Send Records templates.
Fixed issues in the Documents screen that could prevent signing a document or viewing Word/PDF documents.
Fixed an issue that could prevent sending an email from the Documents screen.
Fixed an issue with the Recall List that could cause an incorrect service to be displayed.
Other Bug Fixes
Fixed an issue that could cause appointment reminders to go out even if an appointment had been deleted.
Fixed an issue that could prevent creation of a Task for a patient that does not have an email on file.
Fixed DOB not being shown when adding a task from the Lab Orders screen.
Fixed an issue that caused practitioner last names to be displayed twice in several places in the system.
Fixed an issue that could cause an extra reminder to be sent for recurring appointments.
Fixed a “scripting not supported” error message that could occur when saving an appointment.
Fixed an issue that could cause card payments for Resources to not show up in Analytics reports.
Fixed an issue on the mobile app that would prevent new clients with trial accounts from using video chat.
Miscellaneous visual fixes/improvements, including some missing buttons when using Safari.
Fixed an error that could occur when clicking Save & Notify on an appointment if reminder emails had not been set up.
Fixed an issue that could cause certain ICD codes (e.g. K50.90) to be searchable but not selectable.
Fixed an issue with certain documents throwing a “zero length” error when faxed.
Fixed an issue with Authorize.net subscriptions where if multiple transactions for a single subscription were configured, only one would be generated.
Fixed an issue that could result in incoming lab result notifications being auto-dismissed.
Fixed an issue with outbound webhooks where times were sent in MDT instead of EDT. With any changes to outbound webhook functionality, we recommend clients who are using webhooks to connect to a CRM re-validate their mappings after the change.