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New Features & Improvements

• Schedule
  Introducing a more intuitive scheduling experience:
  • The Schedule page has been refreshed with a modern layout, enabling you to seamlessly access multiple schedule views, quickly filter the data in each view, and efficiently schedule Individual, Group, and Non-Client appointments.
  • When rescheduling or canceling appointments, you can collect additional data to provide insights into scheduling trends within your organization.
  • The new Organization Cancelation Policy feature empowers you to enforce your organization’s appointment cancelation policies and collect revenue from Clients for canceled and no-show appointments. See Organization Cancellation Policies for more information.

• Support Center
  • We've moved to a new idea portal for submitting feature ideas. If you've submitted feedback before, click "Forgot password" to reset your access for the new portal. All previous requests have been transferred over.

Defect Fixes

• Schedule
  • Corrected an issue where Users could not scroll the entire length Calendar Month view when a high volume of appointments have been scheduled.
     
• Cases & Notes
  • Corrected an issue when the place of service was saved on the progress note to something other than the Organization default place of service, it would sometimes not update on the note. This has been fixed so that if the place of service is changed on the progress note then it will be updated accordingly.
     
• Billing
  • Corrected an issue where the Ledger tab was not loading for some clients. Now you should be able to navigate to the client’s ledger and view them as normal.
  • Corrected an issue where some superbills were displaying the billing fields (i.e. NPI, Tax ID, license#) from the Organization Profile instead of the Location-specific Group Settings when this setting was checked. Now if this setting is checked it will show the Location specific group settings on the superbill accordingly.