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2026 - 04 - 01 Release Notes

Updated

This release includes new features, improvements, and bug fixes across scheduling, patient management, CSV exports, branding, billing, and the Partner API. All items below have been confirmed deployed to production.

Bug Fixes

  • Fixed an issue where patient date of birth displayed as one day off when viewed by a user in a different timezone (e.g., Eastern time showing 12/31 instead of 1/1).
  • Fixed an issue where form groups created via the Partner API were not sending email or SMS notifications to patients even when notifications were configured.
  • Fixed a critical issue where editing and re-submitting a finalized invoice with recurring services caused duplicate MX Merchant subscriptions to be created, resulting in patients being charged multiple times.
  • Fixed an issue where staff were automatically logged out immediately after logging in due to a race condition in the authentication flow.
  • Fixed an issue where forms sent via the GHL integration directed patients to a login page instead of the form.
  • Fixed an issue where appointments could not be scheduled or rescheduled due to a "Requested time slot is fully booked" error, even when availability settings should have allowed booking.
  • Fixed an issue where account settings could not be saved for certain accounts — the save button had no visible effect.
  • Fixed an issue where refreshing the page on multi-location accounts caused drawers (payments, medications, CSL entries, etc.) to display data from the wrong location.
  • Fixed a 400 error that prevented the Billing, Chart Signing, CSL, and KPI Dashboard pages from loading.
  • Fixed an issue where appointments with no patient intake forms assigned incorrectly showed as forms incomplete.
  • Fixed an issue where the "Address 2" field was displaying at the end of a patient's address (after zip code) rather than immediately after Address 1.
  • Fixed an issue where Lobbie Attributes on forms were not correctly associating or mapping form data back to patient demographics.
  • Fixed an issue where incorrect lab options (panels, components) were pre-selected and not displayed when entering or ordering labs.
  • Fixed an issue where superadmins could not enable the Form Builder for accounts — the setting appeared saved but would not persist.
  • Fixed an issue where failed subscription payments were appearing multiple times in subscription details when retrying or swapping a credit card (MX Merchant Account Linking).
  • Fixed an issue where annual subscription billing was not processing on the expected anniversary date due to incorrect contract scheduling configuration in MX Merchant.
  • Fixed an issue where GHL SMS sending failed with a "Column created_by cannot be null" error due to an uninitialized system user reference.
  • Fixed a circular dependency issue in the Redux store that could cause certain pages to show blank screens or missing UI components on refresh.

Appointments

  • Added filtering on the patient profile Appointments listing view.
  • Added filtering on the home (Appointment) dashboard.

Enhanced Branding

Note: This feature is still in development and not yet broadly available.

  • Added the ability to configure custom heading and body fonts, and brand colors (primary, dark, and highlight) for the Self-Scheduler.
  • Added a new Identity Settings tab for managing your logo, generated logo colors (circle color and letter color), and email identity settings — now with validation for HEX color values and logo requirements.

KPI Dashboard

  • The KPI Dashboard now remembers which tab you were viewing when you navigate away and return — no longer resets to Summary every time.
  • Date selector state across all KPI Summary charts is now preserved across navigation.

CSV Export

Note: This feature is still in BETA. Reach out to support@lobbie.com to be added to the BETA group.

  • CSV Export is now available for Paperless and Pro accounts, including patients, forms, subscriptions, payments, appointments dashboard, forms dashboard, and UTM.
  • UTM Campaign Tracking CSV export is now available.
  • UTM reporting is now accessible to Pro accounts.
  • The "Created By" filter in CSV Export Logs now only shows users who have actually exported data, rather than all active users.

Controlled Substance Log (CSL)

  • Canadian accounts can now select a "Not Scheduled" option when documenting non-controlled substances (e.g., vitamins) in the CSL.

Partner API

Note: The Partner API is still in active development.

  • Added POST and PUT appointment endpoints — partners can now create and update appointments via the API.
  • Added GET appointment endpoint.
  • Added an endpoint to book an appointment for a self-scheduling attempt (final step in the self-scheduling flow).
  • Added self-scheduling settings and availability endpoints.
  • Added patient health profile endpoints (allergies, medications, and problems/diagnoses) — read-only.
  • Added patient category (CRM) endpoints for reading category enrollments and CRM status transition history.
  • Updated GET staff endpoints to include is_practitioner, npi_number, and can_self_schedule fields directly on the response. The role groups resource has been removed in favor of these explicit practitioner fields.
  • Added support for patient creation with representative linking via the v1 API.
  • Fixed an issue where the note field on appointment responses returned an empty string instead of null when no note was set.
  • Fixed an issue where all datetime fields in Partner API responses included a non-standard IANA timezone suffix (e.g., [America/Los_Angeles]). All datetime fields are now returned as UTC ISO 8601.
  • Fixed an issue where creating a form group using formTemplateGroupId returned a 200 OK but silently failed to create the form group.
  • Superadmins can now provision new Partner API integrators via Cognito, removing the previous requirement for hardcoded database credentials.

Infrastructure & Security

  • SQS and CSV Export S3 access are now restricted to VPC endpoints only. CSV file downloads are served exclusively via short-lived signed URLs, reducing attack surface.
  • An API Gateway now handles all Lobbie API traffic, improving security and infrastructure reliability for all environments.
  • New Relic monitoring has been integrated with the frontend for browser-side performance tracking, with end-to-end distributed tracing now enabled.

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