Improvements
- Clients
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The unarchive client modal now uses our updated design system. Functionality and wording remain the same.
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- Cases & Notes
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Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines.
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The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page.
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- Reports
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The following reports have a modernized design with updated navigation for improved consistency and accessibility: the main reports landing page, Missing Progress Notes, Progress Note Signature Report, Invoice Aging, Payment Methods, Payment, Staff Billing, Payroll by Rendering Provider, and Payroll Data Export.
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Fixes
- Schedule
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Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature.
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- Billing
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Certain exclusion rules entered for the invoice processing job were also excluding invoices that weren't part of those rules. Invoices outside the exclusion rule set are now created as expected.
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- Client Portal
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Intake forms weren't being sent to newly registered clients who scheduled appointments through the New Appointment link. Intake forms now deliver correctly during the self-scheduling and registration process.
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- Organization
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Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.
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