We've been focused on fixing many of the bugs brought to our attention, and we are also preparing for a next generation API that will open the ability to access data in a much improved manner.
We are still currently in beta for the following features
We will be expanding our beta very soon for the following two features
- CSV Exports
- CRM/Patient Census Reporting
Bugfixes
- Multiple confirmation texts were being sent out for patients without honoring the configuration of the default 24-hour window
- Fixed an issue where cancelled appointments were still leaving active notifications scheduled
- Fixed issue where Opportunity Values were not updating after first payment was made, in Go High Level
- KPI dashboard appointment count was including Voided appointment, and this has been corrected.
- When opening a link in one of the billing drawers, it would open close the existing drawer before opening the new one, resulting in extra clicks to get back to original state
- When sending forms via the Forms Dashboard, clicking on an area outside the checkbox would send you back to the previous step
- Fixed issue where Form notifications were sent out when only clinical notes were tied to an appointment
- Bug with Lab Panel/Packet not expanding to show components underneath
- "System Page" was showing instead of the Location under the patient profile page, and this caused billing and prescription to malfunction
- Fixed issue where Billing page or certain popups were blank due to a value for location not being set in certain circumstances
Account
- Added the ability to edit new customer settings for support users
Billing
- Default dropdown filters to "All" for the billing-related tables
- Add new address fields to billing via Patient Invoice or the Remote Care workflow
- Improvements made to the "MXMerchant Customer Linking" beta feature, to better import failed payments
CRM Categories
- Add the ability to edit CRM/Service Categories from patients. Also provide a view of history of changes.
Labs
- Support for Prime Labs as an integration partner
- Updated configurations to include "Calculated" for Hematocrit test. This does not impact past/historical data
Scheduler
- Add the option to disable showing cancelled/no-shows while logged in
- Adding infrastructure changes to support eventually showing "future recurring" appointments on the patient profile page
Enhanced Branding
Note: This feature is still being developed and we are not actively opening BETA yet.
- Implemented infrastructure changes to support new feature
CSV Export
Note: This feature is still being developed and we are not actively opening BETA yet.
- Work to improve Forms export as CSV
Partner API
Note: This feature is still being developed and we are not actively opening BETA yet.
- Continued work on retrieving self scheduling attempts
- Appointment Type endpoints implemented
- Appointment endpoints continued work
- Default to include both active and inactive records in api results
- Notification and Notification Group endpoints
- Configuration for private vs partner integrator
- Staff endpoints continued work
- Role Group endpoints
- Set the patient for a self scheduling attempt
- Patient endpoints
- Health Profile endpoints