Release Notes 3/2023

Check out our latest improvements to Web!


Web Update:

  • Chat Feature
    • When using the Chat feature with a Patient, you can now click on the patient's name at the top of the chat window to access their Patient File in a new tab.
    • Improved the design for how you and your Patients attach and send files.
  • Send a Patient invoice by email
    • Accounts with UnifiedPay activated, can now send Patients invoices by email. This can be done from the Billing Info screen by clicking Send Payment Link via Email.
    • This requires the Patient to have a valid email address.
    • Patients cannot do partial payments.

Want to learn more? Click here!

Bug Fixes:

  • When using the UnifiedPay card swiper, the pop-up box will focus on and capture the card information automatically.
  • When trying to book an appointment in Patient Portal, booking the last day based on your Patient Portal Preferences would cause an error. This is now fixed.
  • For Clinics using notification m. "Notify practitioners when their patients have filled in their insurance information." The Practitioner would receive an email even when Patients did not fill in or update any insurance information. This is now fixed.
  • For Clinics using Card Capture for Policy Enforcement, the pop-up for canceling appointments did not include the cancelation fee alert. This is now fixed.
  • After completing a chart on the Web but not signing it, the Unsigned Chart alert would appear multiple times within the Appointment Details. This is now fixed.
  • After editing any Personal Information for a Patient in the Patient File, the Clinic could not send a Patient Portal invite until the page was refreshed. This is now fixed.
  • The Account > My Account > Subscription page was not loading correctly on Safari browsers. This is now fixed.