Product Updates
      Back to home
      1. Unified Practice Knowledge Base
      2. Product Updates

      Release Notes 9/2025

      Check out our latest improvements to our Web Application.

      Web Updates:


      Web EHR:
      • Calendar 
        • Added the ability to access the billing page directly from the Calendar
          • The appointment details pop-up now includes a button "Manage Appointment Billing".  Click the button to open the billing page in a new tab.
            • Displays main billing information.
            • Allows updates to Billing Status and Adjustment
            • Ability to send email and/or text links for payment.
            • Ability to process full or partial payments with allocation to services, products, and discounts.
            • This option is hidden for non-admin users without access to Appointment Billing Info.
        • Added an additional "Save" button on the appointment details pop-up screen.
          • "Save" - saves the appointment, the pop-up screen remains open.
          • "Save and Close" - saves the appointment and closes the pop-up.
      • Patient File
        • The billing appointment page now allows any Billing Status to be selected at any time.
      • Patient Portal
        • Updated the functionality for patients when rescheduling an appointment through the patient portal.  Previously, patients were able to change the location/service/practitioner as well as the date and time. 
        • Now the Change buttons for location/service/practitioner are hidden/disabled on the rescheduling screen. 

      Bug Fixes

      • Resolved an issue when processing a payment in Product Sale for a walk-in appointment. 
        • Previously, two payments displayed in the Payment List report, one for patient credit and a second one for the amount allocation.
        • Now, only one payment appears in the report with the payment allocated to the sale.
      • When cancelling an appointment via the Patient Portal, a message displayed instructing patients to contact the clinic to cancel and/or reschedule.  
        • The message has been removed as the appointment has already been cancelled.
      • Resolved issue when uploading a JPG logo to the Business Information page.
      • Resolved issue requiring users to click Save on the billing page when assigning a fee schedule to an assigned service.  
        • The corresponding CPT codes are now automatically added when creating the appointment.