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2026 - 06 - 25 Release Notes

Bug Fixes

  • Resolved an issue where clinical notes would disappear from an appointment after it was scheduled or edited and a user kept a stale/old copy of the appointment open.
  • Fixed an issue where a patient tag from one record would carry over to the next patient if not saved before navigating away.
  • Resolved a login issue where users were immediately logged out after signing in due to a credential rotation bug
  • Fixed a delayed-logout bug where staff who successfully logged in would briefly see the dashboard before receiving a "Session Expired" error.
  • Corrected a bug where payments modals would briefly display stale data before loading the correct information.
  • Fixed the self-scheduling logo fallback so it correctly shows account-level branding when a fixed location has a deactivated branding row.
  • Corrected font-weight and color inconsistencies introduced throughout the application, including filters, modals, and tables.
  • Fixed additional font-weight discrepancies identified as follow-up items across the application.
  • Fixed a bug where patients were incorrectly shown a "These forms are expired." message despite a future due date.
  • Fixed a scheduling bug preventing appointments from being booked in available time slots for certain accounts.
  • Resolved a CSL builder timezone bug where the due date was calculated using the server timezone instead of the location's timezone.
  • Fixed self-scheduling link schedule reordering, which previously exhibited unpredictable behavior.
  • Resolved a GoHighLevel integration issue where cancelling an appointment in Lobbie was not reflected in GHL.
  • Fixed a GoHighLevel calendar webhook failure caused by attribute errors or misconfiguration.
  • Resolved a Brio lab order issue where PDF downloads were returning a non-PDF response.
  • Fixed an error in the payment request task builder when a prescribing staff member record was null.

CSV Export

Note: CSV Export is available to Pro and Paperless accounts. The feature flag has been removed and CSV exports are now on for all eligible accounts.

  • Removed the CSV Export feature flag — exports are now available to all Pro and Paperless accounts without needing to be added to a BETA group.
  • Added CSV export for the Payments V2 invoices table.
  • Added CSV export for the Payments V2 orders table.
  • Added CSV export for the Payments V2 subscriptions table.
  • Added CSV export for the Appointments Dashboard.

Self-Scheduling

  • Location contact information (address, phone, and hours) can now be configured to display in the welcome message area of a self-scheduling link.
  • Improved UTM parameter capture in the self-scheduling flow, including normalization and correct handling when parameters are added mid-session.

Partner API

Note: The Partner API is still in BETA and being tested by a select number of accounts.

  • Added GET /partner/v2/account endpoint, allowing partner integrators to list all accounts they are authorized to access.
  • Added subscription endpoints: GET /location/:id/subscription and GET /location/:id/subscription/:id, with filters for order, status, patient, and item.
  • Added order endpoints: GET /location/:id/order and GET /location/:id/order/:id, including nested order line items and subscription details.
  • Added refund endpoints: GET /location/:id/refund and GET /location/:id/refund/:id.
  • Enriched the patient payload to include address, primary provider, primary location, and active status, reducing the need for legacy API calls.
  • Account ID is now included in webhook payloads, allowing partners to identify which account triggered an event.
  • Added webhook triggers for patient created, updated, and deleted events.
  • Added webhook triggers for appointment updated and deleted events.
  • Added full webhook management endpoints (create, read, update, delete), retrieval of available event types, and the ability to send a test event.
  • Added the Account ID to the Account Settings page so partners can easily locate their identifier for use with the API.

KPI Dashboard

  • Improved UTM capture and normalization in the self-scheduling flow to ensure campaign attribution data is correctly recorded in the KPI dashboard.

Payments V2

Note: Payments V2 is in not yet released.

  • Launched a three-state payments feature flag — accounts can now be on no payments, Payments V1, or Payments V2, rather than managing two separate settings.
  • Connected Payments V2 to MX Merchant, allowing new accounts to complete the MX Merchant connection flow directly within V2.
  • Added the ability to retry a failed payment attempt directly from the invoice drawer.
  • Added the ability to cancel a pending payment attempt before it is processed.
  • Added the ability to cancel an active subscription, stopping future billing while preserving historical invoices and payments.
  • Added the ability to void an invoice that should no longer be collected, preserving full audit history.
  • Added the ability to mark an invoice as uncollectible to stop further collection attempts while retaining the invoice for financial reporting.
  • Implemented subscription processing, including automatic transition of subscriptions to a completed status when they reach their end date or occurrence limit.
  • Order invoices are now pushed to MX Merchant asynchronously when a draft order is submitted.
  • Unified the retry payment and invoice card-billing flows so both follow the same processing path, with the modal updating through Processing → Processed/Failed states.
  • Completed the Billing Details and Categories settings tabs, replacing placeholder "coming soon" content with fully functional configuration screens.
  • Updated the Services & Supplies billing table to match the new shared table component used across Payments V2.
  • Billing tables for invoices, orders, and subscriptions are now visible under the patient profile.
  • Dashboard filters and the active tab selection now persist when navigating away from and returning to the Payments V2 section.
  • Added package settings, allowing staff to view, search, and manage packages used for building orders and subscriptions.
  • Completed pre-release cleanup items, including removing the ACH option and hiding unimplemented integration sections.
  • Updated the nightly reporting ETL to correctly export payment and subscription data for accounts on Payments V2.

Infrastructure & Performance

  • Completed migration of the ETL pipeline to the new database clusters.
  • Migrated frontend client hosting from Terraform to CloudFormation.
  • Added a user-facing Cognito authentication stack as a CloudFormation-managed resource.
  • Resolved a series of API performance issues including N+1 queries on form template list endpoints, over-fetching on patient list endpoints, slow schedule serialization, and action-item notification loading.
  • Fixed the GoHighLevel calendar webhook to accept-and-enqueue calendar events, improving reliability and reducing webhook-related latency.