This release focuses heavily on the Payments experience — as we prepare to move into Beta with a select number of customers.
Bug Fixes
- Corrected an issue where Clinical Notes were not saving.
- Fixed a task's appointment link doing nothing when you were already on that patient's appointments list.
Payments V2 — Bug Fixes & Billing Accuracy
- Generate and download a PDF version of any invoice.
- Create and edit reusable service Packages directly from Settings.
- New invoice detail drawer for a quick, at-a-glance view of an invoice.
- Send an invoice directly to a patient.
- Collect partial payments by editing the amount to collect at the time of payment.
- Credit card payments now confirm as approved or declined within seconds, instead of taking up to a minute.
- Subscriptions now automatically sync the stored payment method when a different card is used for a charge.
- For customers using GoHighLevel, service automations (start service and cancel service) can now be driven from Payments events.
- Corrected revenue reporting so that manual (cash and check) payments are now included.
- Corrected revenue reporting so that refunded and voided charges are no longer counted as revenue, and refunds are properly netted.
- Improved surcharge handling on refunds, including returning the refunded surcharge and correctly prorating partial refunds.
- Fixed the surcharge estimate so it matches the tax-inclusive amount the processor actually surcharges.
- Fixed subscription enrollment failing for subscriptions created late in the evening in western time zones.
- Corrected contract start dates that could shift by a day when created after 5 PM PT.
- Recurring payment retries and invoice collections now correctly apply to the original invoice.
- The name entered on an invoice now correctly appears on the invoice.
- "Pay from invoice" now defaults to the primary payment method after a payment is made.
- Payment attempt details (authorization, entry mode, and batch) now display correctly.
- Decline reasons now appear on failed payments in the Order Processing modal.
- Adding a new credit card no longer requires manually typing "/" in the expiration date field.
- Fixed a discount percentage being truncated when an order line item became a subscription line item.
- Prevented the subscription update process from setting an active billing subscription back to Draft while charges continue.
- During migration to the new Payments system: payment requests that can't be matched to an invoice are no longer silently dropped and are now logged.
- During migration: corrected surcharge handling so migrated contracts no longer fold the surcharge into the principal amount.
- During migration: ongoing (open-ended) subscriptions are no longer marked complete while the card continues to be charged.
Patient Records
- Improved the create-profile flow so it now updates appropriately when a duplicate email is entered.
Partner API
- Added appointment cancel and confirm links, reusing Lobbie's internal mechanism.
- Corrected the refund list endpoint so it returns pending, declined, and failed refunds with an accurate status.
Infrastructure & Security
- Added rate-based web application firewall (WAF) protection on patient login pools and the new API path.
- Continued foundational work on a new authorization and data-scoping framework to further harden access control.
- Introduced time-aware auto-scaling to improve reliability and performance during peak periods.