Release Notes 06/2026

• Patients can now view their financial status (balance due and available credit) directly in the Patient Portal
• Clinics can enable patients to add funds to their account via the Patient Portal (UnifiedPay customers)
• Added ability to block specific patients from online booking and appointment management, along with customizable messaging
• Clinics can now manually assign onboarding forms and remove incomplete forms for better patient intake management
• Enhanced calendar functionality with:
  • New appointment status and type filters
  • Support for promotion and “other” service package allocations
  • Smarter notification handling to avoid unnecessary rescheduling alerts
• Improved waitlist workflow:
  • Automatic prompts when cancelling appointments
  • Ability to quickly notify patients of newly available slots
  • Optional user control over waitlist pop‑up behavior
• Patient Portal enhancements:
  • Patients can now manage saved payment methods (“My Wallet”) -- (UnifiedPay exclusive)
  • Improved visibility and usability of financial tools
• System and admin improvements:
  • Easier add-on activation during trial periods
  • Automatic feature activation when reactivating clinics

• Improved performance and responsiveness when:
  • Saving charts
  • Updating CPT codes
  • Copying previous chart data
• General stability enhancements for smoother charting and daily use

• Fixed issue preventing new patients from booking appointments via Patient Portal
• Resolved errors when saving appointment updates (e.g., discounts or codes) in the calendar
• Fixed Prescription (Rx) issues across Web and iPad platforms
• Corrected billing issue where add-on activation used incorrect billing dates 
• Fixed occasional errors when:
  • Receiving payments
  • Opening patient chats
  • Generating reports
• Resolved issues with:
  • Service package slot handling after cancellations
  • Notification email editing and delivery
  • Calendar performance and loading behavior
• Addressed multiple backend and system errors to improve overall stability and security 

iPad App

• Fixed issue where credit card payments failed due to rounding errors 
• Restored preset suggestions in charting after creating a new line
• Fixed Patient Portal issue where invite prompt disappeared when sending charts via chat
• Resolved charting UI issues where:
  • Ah Shi points disappeared after zooming
  • New Point button was not visible