Bug Fixes
- Corrected an issue where Self-Scheduling was not recognizing availability on a secondary calendar when the primary calendar had no open times — secondary calendar availability now displays as expected.
- Fixed an issue in Forms where the "Prevent answer autofill for staff" setting was not being saved, which could cause another user's signature to populate into signature fields.
- Resolved an issue where appointments could shift unexpectedly when multiple time adjustments were made in succession on the same schedule.
- Improved handling of GoHighLevel SMS delivery: contacts on Do-Not-Disturb and duplicate contact rows are no longer treated as retryable errors, eliminating noisy failures and unnecessary retries.
Appointments
- The recurring appointment modal now defaults to indefinite recurrence when "Make Recurring" is clicked, reducing the clicks needed for the most common recurring use case.
Tasks
- The Tasks dashboard has been migrated to the new V2 table experience, with improved server-driven filtering, sorting, and pagination.
- Tasks are now surfaced as a dedicated tab on the Patient Profile, giving a single place to see all tasks associated with a patient.
Labs
- Prime Labs ordering now correctly disables individual components, since Prime Labs only supports ordering at the packet and panel level.
GoHighLevel Integration
- Practice administrators can now configure only the GoHighLevel pipeline stages relevant to their workflow, instead of being required to map every stage in order to set up the integration.
CSV Export
Note: This feature is still being developed and is in BETA.
- Added CSV export for Payment Attempts (see Payments above).
- Shared scaffolding across CSV export jobs for more consistent behavior and performance across the various export types.
Controlled Substance Log (CSL)
- Staff can now correct logs that were reconciled in error, addressing a long-standing gap where reconciled CSL entries could not be amended.
Payments V2
Note: Payments V2 is still in active development and not available for use.
- Added the ability to refund or void a payment, so charges can be reversed while maintaining an accurate payment history.
- Introduced a centralized page to view, search, filter, and navigate invoices, making it easier to monitor balances and outstanding items.
- Added the ability to view full invoice detail, including line items, balance, and payment activity.
- Added a Payment Attempts dashboard that lets staff view, filter, and sort payment attempts to quickly find specific transactions.
- Added "Export data to CSV" support on the Payment Attempts dashboard.
Partner API
Note: This feature is still being developed.
- Implemented Hibernate-driven webhook dispatch end-to-end: saving an Appointment now results in a signed POST to a registered webhook endpoint, with partner-facing contract documentation.