With this release we have a few features entering Beta, with a few others following shortly. When we move a feature to Beta, we enable it for a smaller, focused group who will be early adopters of the feature. Note that we expect Beta features to be fully functional, but they are actively being refined and can come with small unintended bugs. We invite Beta users to be active users and provide our support and product team with feedback.
Bug fixes
- Fixed calculated sum field-type for forms
- View practitioner scheduling was resulting in error on Daily View
- No longer regenerating finalized clinical chart when new labs are added (requires send back or addendum)
- Fixed issue where Add Appointment from patient profile page was not populating practitioners
- Corrected issue with tax settings changes visually impacting retroactive invoices
- Corrected issue with updating appointment date not functioning in certain circumstances
- Rescheduled appointments were popping back up at original time, when editing a series one-off
- Fix unsubscribe links for email sends
- Gender was showing value of "Female" when no value was selected (this was a display/cosmetic bug rather than a change to data)
Forms / Clinical Notes
- Disable browser autocomplete on fields where data was populating unexpected values (such as personal email)
- Lobbie print pdfs will save with a more useful naming convention (this does not impact browser print)
Schedule/Calendar
- Additional loading speed improvements to Scheduler
- UTM tracking support. Working to release to beta soon (announcement to come)
- Reporting dashboard for UTM tracking
Patient Profile
- Added ability to specify primary location and practitioner. This is tied to the new CRM reporting capabilities (see Reporting below). Working to release to beta soon (announcement to come)
- Allow for free-text addresses (for support of PO Boxes) in the patient demographics.
Payments
- Added administrative ability to remove payment integration for reconfiguration. This is useful when a customer sets up their integration against the wrong merchant account.
- Canadian support for MxMerchant. Working to release to GA soon (announcement to come).
- Directly specify which customer to link for Lobbie patient, in MxMerchant. Working to release to beta soon (announcement to come)
- Export payment data as csv from lobbie. Working to release to beta soon (announcement to come)
Partner API
- Initial partner API scaffolding to support version 2 of Lobbie API
- Ability to create and manage partner integrations
- Make developer access configurable
Reporting
- Added a CRM / Patient Census reporting table, to better view patient service history. Working to release to beta soon (announcement to come)
Tasks
- BETA: Updates to support better filtering and searching of tasks in the task dashboard. This feature is in Beta and can be enabled for customers by request. Working to release to GA soon (announcement to come).
Labs
- Support for BRIO Labs integration - https://brioclinical.com/
- Automated Task reminders for Brio and SpotDX lab results
- Added ability to configure favorite groups for Labcorp ordering. With this update, Labcorp integration will be leaving Beta and going to GA soon (announcement to come).