As part of our latest release, we have the following announcements.
- General Availability - The new Task Dashboard is now enabled and present for all EMR accounts. You can access the task dashboard as normal by clicking on the checkbox button in the header of the app.
- General Availability - The Cross-Feature Macros is now enabled for all EMR accounts. In addition, we have added macro support to the Patient Communication Log area. You can begin configuring macros for your team or yourself by going to Lobbie settings. For more information on using macros, please review the helpdesk article: https://support.lobbie.com/hc/en-us/articles/31099832371997-Cross-Feature-Macros. As a reminder, if you want these macros supported in your clinical notes you must reach out to support@lobbie.com to have your clinical notes updated.
- Beta - Labcorp beta will now be expanded to more accounts. Please reach out to support@lobbie.com and review our helpdesk article: https://support.lobbie.com/hc/en-us/articles/32921676752925-Labcorp We also added the capability to create "Favorite groups" of tests from the Labcorp compendium; this will ensure that users select the appropriate tests in a consistent manner without searching through the compendium for every order.
- Beta - The UTM tag feature is expected to go to General Availability soon, but we are still open for beta users at this time. As a reminder, the UTM feature allows you to track granular detail for self-scheduling links in order to better monitor and track your intake funnel via self-scheduling links. Review more information at our helpdesk article: https://support.lobbie.com/hc/en-us/articles/32656139461021-Patient-Self-Scheduling-UTM-Tags
Bugfixes
- Default Tasks "Created" filter to "All", as it was unclear to users that the filter was YTD only
- Fixed issue with inability to search for Task assignee in filter
- Fixed issue with inability to schedule end of year appointments
- Reminders were not always updating after rescheduling appointments
- Appointment could not be opened when UTM data was not present
- GHL SMS sending fails when phone number mismatches
Labs
- Added new tube types for Brio lab integration
- (Beta) Added support for creation of Labcorp "favorite groups" in order to speed up the process of ordering the correct lab tests, consistently
- Send address details for Brio lab orders
- Update the way we send address fields for SpotDX lab orders
- (Beta) Prime labs integration
Macros
- Fixed issue with text area "jumping" to the bottom of the screen when typing in a field with large amounts of text
- Updated macro feature to be generally available
- Added support for Macros in the Patient Communication Log section. You can now configure macros for the communication log in Lobbie settings.
Payments
- (Beta) Ability to view current integration status of a patient/client against MxMerchant
- (Beta) Ability to map existing subscriptions based on mapping to MxMerchant customer
- (Beta) Ability to delete/disconnect a customer integration against MxMerchant
Scheduling
- Improvements to UTM feature for tracking patient funnel/inflow; this feature will soon go to General Availability
- Support UTM for Go High Level integrations, if information is sent https://help.gohighlevel.com/support/solutions/articles/48001219997-understanding-attribution-source-ad-reporting-
Tasks
- Improvements to Task filtering for release to General Availability of improved Task Dashboard
- Use Location timezone for due date
Patient Census
This feature is still being developed and will soon go to beta.
- Added ability to assign a primary practitioner/provider and a primary location to the patient profile
- Improvement to performance of the query for fetching patient census results
Export Tables
This feature is still being developed and will soon go to beta.
- Building backend infrastructure to support exporting of certain tables to csv
- Add ability to view historical exports with information on who exported the data
- Restrict exporting to users with Reporting role