Bugfixes
- For recurring appointments, the clinical note selection would not carry over to future appointments
- Previously, when updating appointment times, GHL would reset the status to confirmed regardless of the actual appointment state. This fix ensures the appointment status is maintained during time updates by explicitly including it in the update request.
- Controlled Substance Logging balance calculations standardized decimal precision
- Lab should appear as part of appointment details page if entered there
- Patient Demographics: Improved handling of required patient information with clear guidance and navigation to appropriate update screens
- Error Notifications: Better positioning and visibility of validation errors throughout lab ordering process
- Controlled substance log entries were incorrectly displayed with rounded numbers
- Controlled substance log entries could not be witnessed in certain cases
- Appointments will appear on the "Needs Open Availability" column of the scheduler when the associated availability time block is deleted
- Protected against accidental double clicks when ordering labs, which resulted in multiple unintentional orders
- Fixed an issue where 2FA SMS codes weren't being delivered in some cases
MX Merchant
- Display surcharge information on the invoices page for both one-time payments and subscriptions, as well as the payment receipt pdf
- Current surcharge rate will appear on the account Payment Vendor Settings page, and will be automatically updated after every payment based on MX Merchant settings (past payments will not be affected)
Forms
- Include an overlay when completing a form to block other actions
Go High Level Integration
- New configuration option to specify if appointments should be confirmed by default when created in Go High Level, by the Lobbie integration
- Mark appointments in GHL as “invalid” if they are deleted/voided from Lobbie
- Updating the appointment time of a linked appointment between Lobbie and GHL will update the corresponding entry in the other system.
- Allow multiple appointments for patient on the same day, when scheduling in Lobbie and creating new appointment in GHL
Access Medical Labs
- Added patient phone number to the Access Medical lab orders
Labcorp Integration (Pilot Testing)
- Patient Information Validation: Labcorp lab orders now require complete patient information upfront, including name, date of birth, sex assigned at birth, email, phone number, and address before order submission
- Date of Birth Requirement: Added clear indicators and help text when patient date of birth is missing, with direct links to patient demographics for quick updates
- Diagnosis Management Enhancements: - Now only displays diagnoses with ICD-10 codes from patient health profile - Improved search and filtering with clearer instructions requiring at least 3 characters - Enhanced select-all functionality respects active filters - Ordered tests now appear at top of search results for better visibility
- Body Site Selection: Added inline validation for required body site fields with improved error messaging
- Order Snapshot: Complete redesign of order snapshot system for better data integrity (note: not backwards compatible with older snapshots)
- Character Limits: Added 40-character limit for body site notes and 62-character limit for clinical comments to match vendor requirements
- Appointments are no longer required for a Labcorp order
Brio Lab Integration (Pilot Testing)
- Patient Data Validation: Added upfront validation requiring patient address and date of birth before order submission with clear error messages
- Sample and Container Types: New support for multiple sample types with proper tube type mapping (Gold Top→SST, Lavender Top→LV, Green Top→GRN)
- Race and Ethnicity Handling: Now uses full names instead of codes for better clarity and data accuracy
- Configuration Persistence: Fixed issue where Brio configuration settings were not saving properly
- Lab Notes: Resolved issue where lab notes were not persisting correctly
- PDF Updates: System now re-fetches PDFs automatically as updates occur throughout lab processing lifecycle
Technical Changes
- Transitioned to new request library to provide better error handling, request interceptors, and header management
- Display Fixes: Corrected self-scheduling flow display in remote care settings by properly matching location IDs
- Drawer Navigation: Fixed initial default tab selection in remote care opportunity drawer