Release Notes: August 2024
Notable Changes
🔥 New: US Clearinghouse Enrollment and Claim Submission
- Enroll with the clearinghouse
- Prepare, edit, and submit claims
- View and filter a list of claims
🔥 New: Assign multiple practitioners to a client profile
- Run a list of clients based on the assigned practitioner in People > Clients > Advanced Search.
- When “Clients can book with any practitioner” is disabled for the client portal the client can book with their primary or assigned practitioners only
- New user permission to control who can change primary/assigned practitioners and users with access for all clients
- New user setting to allow users to assign other practitioners to their allocated clients
🔥 New: Practice Dashboard – view practice metrics and trends for appointments, new clients, and invoicing
👍 Improved: Load last viewed page when navigating back from a US insurance claim
👍 Improved: Removed the option to manually sync appointments to Google to prevent duplicated batching slowing down the syncing job
👍 Improved: Reduced range to seven days when syncing past appointments for a calendar integrationform log
👍 Improved: New styling for subscription and optional-adds on pages
👍 Improved: Disabled client portal for expired trial accounts
👍 Improved: Added log file entry for changing subscription plans
🛠️ Fixed: Invoice account balance not correctly updating to reflect credit payments until the invoice is saved and the page is refreshed
🛠️ Fixed: Using the a merge field that relates to the portal, forms, pay links, or telehealth for clients that haven’t accessed the portal prior sometimes causes messages to not be sent
🛠️ Fixed: Login session abruptly ends for users with the authentication message “You are not logged in. You will be redirected to the login page“
🛠️ Fixed: Navigating to Settings > Client Portal produces error page
🛠️ Fixed: Unable to save a third party profile without first name
🛠️ Fixed: Error attempting to email receipt after making payment on portal for an invoice that has a session pack with no description set
🛠️ Fixed: US Claim insurance information not updating correctly
🛠️ Fixed: Selecting Authorizations in the clients profile changes the client name to ‘Authorizations’
🛠️ Fixed: Total subscription price calculated incorrectly on subscription page for accounts with a mismatched country and billing currency
🛠️ Fixed: Unidentifiable special character generating in {AppointmentStartTime} merge field converts SMS from GSM to Unicode leading to increased charges
🛠️ Fixed: Error accessing Medicare (AUS) claims page for some invoices
🛠️ Fixed: Attempting to update ‘Username’ that is not an email address produces an error
🛠️ Fixed: Failed to save payment response when processing Stripe payment
🛠️ Fixed: System requiring Item# for inactive items on patient claims
🛠️ Fixed: Validation error when editing master user relating to Connect to Own Stripe Account permission
🛠️ Fixed: Client deletion process failed
🛠️ Fixed: Incorrect statement number displayed when previewing a statement print out
🛠️ Fixed: {StatementPDFLink} merge field fails when used in a default template
🛠️ Fixed: Error when validating patient or claiming with Medicare (AUS)
🛠️ Fixed: Updating password for a shared profile member removes them from the shared profile
🛠️ Fixed: Claimant details do not populate on Medicare (AUS) claiming page
🛠️ Fixed: Inactive Referrers report has the incorrect header “Inactive Clients Report”