Jump to Section:

New Features & Improvements

• Schedule

  • A new Availability Week view lets you view the availability of up to 10 staff members simultaneously. Please note that since this view allows for a limited selection of staff, the calendar filters from the Overview tab will not apply to the Availability view.
     

• Clients

  • We’ve updated the look and feel of the Client Lists! This update improves the usability and efficiency of the All Clients, My Clients, Prospective Clients, and Groups lists, allowing easier navigation and creation of new clients and groups.
     

• Cases & Notes

  • We introduce a new organization setting allowing the duration field to populate into progress notes based on the time spent in the telehealth session.
     

• Billing

  • Introducing the ability to document a $0 payment on the Manual Insurance payment page. Billers now have the ability to document a $0 payment and mark the claim as denied via a denial toggle.
  • We’re excited to introduce a new automation feature that allows billers to automatically archive unmatched ERAs for their practice. With this feature, organizations can choose a specific day to have ERAs archived, which is particularly beneficial for customers managing billing across multiple accounts.

[Back to Top]

Defect Fixes

• Schedule

  • Corrected an issue when a new subscription is created, the locations were getting duplicated in the search drop down on the bulk edit appointments page. This has been corrected so that the locations will only display once.
  • Addressed an issue with the agenda using the Organization time zone instead of the Staff time zone.
  • Corrected an issue where a deleted appointment associated with an appointment series, would remain deleted even if it was reinstated.
  • Corrected an issue in which the agenda PDF would display the time zone associated with the organization rather than the time zone for the staff member.
  • Corrected an issue where modifications to a rescheduled availability block could not be saved.
  • Corrected an issue where an extra availability block was created when rescheduling a single occurrence of a repeating availability block.
  • Resolved an issue where users were unable to edit a repeating availability block after changing the time slot.
     

• Clients

  • Addressed an issue within the group appointments in which the attendees list would appear empty when documenting the attendance from the agenda view.
  • Corrected an issue that would remove a group from a client's group page when all members are archived with the exception of one client.
  • Corrected an issue where some area codes for phone numbers would show phone number is invalid.
     

• Billing

  • Corrected an issue in which archived service types would not displayed as archived on invoices.
  • Addressed an issue with the Service facility being sent on claims even when it was previously removed.
     

• Dynamic Forms

  • Corrected an issue where data on a dynamic form was not saved when using the "Copy from last form".
     

• Reports

  • Addressed an issue in which certain fields were not populating on the "Closed Cases Report" when the client was archived.
  • Corrected an issue where staff members without provider permissions were being added as the rendering provider when an invoice was created.
     

• Profile & Settings

  • Corrected an issue on the Settings page where pressing Enter would refresh the page without saving changes.
     

• Payment Processing

  • Corrected an issue in which the image was missing on the "Receipt for your payment" email.

[Back to Top]