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Features & Improvements
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Schedule
- If your organization is on our new scheduling experience, when creating an appointment you can now select the Event Type or Forum option by clicking anywhere within the square, rather than having to click the radio button directly.
Defect Fixes
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Schedule
- Corrected an issue where sometimes an error occurred when attempting to edit a non-client event and save. This has been corrected so these events can be edited as expected.
- Corrected an issue where the Google calendar manual sync button was not working from the Agenda page if you had it enabled. Now this button can be used to sync calendars as expected.
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Clients
- Corrected an issue that prevented filtering the client list by client flags.
- A client who is archived, removed from a group, unarchived, and reassigned to the same group will appear correctly in the group’s Case Info tab.
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Cases & Notes
- Corrected an issue where saving a progress note with a required field sometimes triggered the supervisory workflow. The supervisor workflow will only be triggered when clicking the “Submit to supervisor(s)” button.
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Billing
- Corrected an issue where a claim was not being added to claims awaiting submission for the secondary payer if there was an exclusion rule created that prevented the primary claim from being added.
- A client’s credit will now display in the correct currency if your organization’s preferred currency is the Indian Rupee.
- Invoices created for group members in a group appointment will now have the appropriate diagnostic codes linked. Previously, not all clients had the diagnosis codes linked on the invoice/claim even though diagnosis codes were on the case.
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Telehealth
- Corrected an issue where sometimes duplicate therapy IDs were created for appointments in the future that were originally scheduled as an in-person series and then changed to telehealth. This was causing errors when creating a progress note and pulling in telehealth durations. This has been fixed so that only one telehealth ID is created and no errors occur when creating the progress note for telehealth appointments.