New
- Client
- The Client Details page has several improvements to help you find and act on key information faster. Balance tiles and Client Portal status badges now use color indicators, and balance tiles are clickable, taking you straight to Client Balance Due, Insurance Balance Due, or Primary/Secondary Insurance details.
- Client Portal Portal messaging now keeps each contact's inbox separate. Previously, client contacts with portal access could see a client's full inbox instead of just their own messages; this is now enforced at the server level. A related issue where a contact who is also a client would lose portal access if their client record was archived has also been resolved.
Improvements
- Schedule
- The selection cards for choosing between in-person and telehealth appointments in the appointment creation flow now use simpler, more recognizable icons.
- Approved SMS reminder campaigns are handled better when appointment reminders are temporarily disabled. Previously approved campaigns are now retained and automatically restored when reminders are re-enabled, so there's no need to recreate and resubmit them for approval.
- Cases & Notes
- Several pages in the progress notes workflow have a modern design and improved interface elements, making them easier to navigate. This covers the list and detail views for progress notes, addendums, and group notes.
- Billing
- The Export Transactions page has a modern design and improved interface elements, making it easier to navigate and use.
- Profile & Settings
- The profile photo upload experience has moved onto the main Details page instead of living in a separate tab. Users can upload, replace, or remove a profile photo right where they edit the rest of their profile information.
- Telehealth
- Appointment messaging for practices without a telehealth subscription is cleaner now. Messaging that no longer applied has been removed or refined to reduce confusion when viewing and managing appointments.
Fixes
- Schedule
- Editing recurring appointments more than 60 days out would fail and time out when updating the client field. You can now update those appointment details successfully.
- The "Reschedule to" appointment modal had a field overlapping another element, making it hard to read or use. The modal now displays correctly.
- Appointment notification emails were sometimes sent to additional users associated with a client. These emails now go only to the assigned staff member and the client, cutting down on unnecessary notifications.
- Scheduling validation for providers in Arizona time zones wasn't handling daylight saving changes consistently. Availability is now interpreted correctly across DST changes, giving more consistent scheduling for appointments created through partner integrations and APIs.
- Clients
- Longer text fields in client additional details didn't accept line breaks when pressing enter. Line breaks now work as expected in those fields.
- Ensora Data Collection
- Signatures on SOAP notes weren't transferring when a note was auto-matched and imported from Ensora Data Collection. Signatures now import correctly along with the note.
- Billing
- The AED currency symbol showed up as a blank box when printing ledger documents. It now displays correctly on printouts.
- A client ledger wouldn't load if a linked prepayment's appointment had been deleted. Prepayments on deleted appointments are now automatically converted to unapplied payments, so ledgers load correctly and you no longer need to remove the prepay link before deleting the appointment.
- Reports
- The Payments report was slow, sometimes taking several minutes or longer to generate. It now loads much faster across a wide range of date ranges.