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New Features & Improvements

• Appointment Requests
  • This new feature can allow patients or caregivers to request appointments via the patient portal based on a therapist’s availability.
    
    Learn More: Appointment Requests Overview
• Request a Visit Signature 
  • You can now request a signature to confirm services were performed, allowing the portal user to provide the signature via the patient portal. Once a visit signature has been provided via the patient portal, it will be included automatically on daily notes when viewing, downloading, emailing or faxing the document. 
    
    Learn More: Get a Visit Signature
    
    Request a Visit Signature:

    To request a visit signature while editing a daily note, click the Visit Signature button at the bottom, click the Portal tab, and select a portal user associated with the patient to send the request to.
     

    You can also request a visit signature for a daily note that has already been completed. Navigate to the list of completed daily notes and click the Visit Signature icon.
     

    This icon will change if a visit signature has already been requested and is pending, or once a signature has been provided (whether it was provided via the patient portal or in person).

    • The Visit Signature   icon indicates that the document does not have a visit signature. (You can click this icon to Request a Visit Signature via the Patient Portal.)
    • The Visit Signature Pending   icon indicates that a visit signature has been requested via the portal but has not been completed by the portal user.
    • The Visit Signature Provided  icon indicates that a visit signature has been provided.
    
    
    
    After a visit signature has been requested, you can also cancel the request and send it to a different portal user by clicking the same Visit Signature button. 
    
    
    Portal User Experience:
    
    When visit signature is requested, the portal user will receive an email asking them to log in to the patient portal to provide a signature.
    
     
     

     

    In the patient portal, a notification banner will appear about the signature request. Click this banner to type a digital signature for the visit.

    After submitting the signature, the portal user will also be prompted to download a copy of the signature for their records.
     

• Prompt to Select Case when Scheduling
  • When scheduling an appointment for a patient with more than one case, the Case dropdown will now open automatically once the patient is selected so you can choose their case with one click.

Defect Fixes

• Waitlist Calendar Not Fully Visible on Page
  • When adding or editing a waitlist entry, the calendar for the Waiting Since date will no longer be cut off when using Fusion on smaller screens.

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