This release includes a broad set of improvements across Lobbie, with a strong focus on new Controlled Substance Log inventory tools, more flexible date-of-birth settings, data security and privacy, GoHighLevel, and continued progress on the new Patient Portal and in-app Messaging. If you have any questions about anything below, reach out to support@lobbie.com.
Security & Privacy
- Payment, invoice, and appointment-offer links no longer reveal the patient's date of birth.
- Form CSV exports no longer include the saved card token, expiration date, or billing address from card authorization fields on Payments V2 forms.
- Emails and texts sent to patients no longer include links to the staff login or to password reset. Emails sent to staff are unchanged.
Date of Birth Settings
- The single "Verify patient date of birth to access forms" setting is now two independent settings: one for requiring a date of birth when staff add a patient, and one for asking patients to confirm their date of birth when they open a forms link.
- When a date of birth is required, staff must enter one to add a patient and are told why if it's missing.
- Imports and integrations can still create patients without a date of birth.
- Online booking now has its own date-of-birth option.
- A date of birth in the future can no longer be saved.
Bug Fixes
- Staff no longer need to click several times for an action to work after leaving a page idle for a few seconds.
- Unexpected server errors now show a consistent message across screens.
- The staff app no longer crashes after login for staff members who have no assigned locations.
- Customization terms ending in "s" no longer lose their last letter when saved.
- A staff CSV import or a Developer API staff update no longer marks staff who have already signed in as never activated.
Forms & Intake
- Drawable signature fields now work in form preview.
Appointments & Scheduling
- Scheduler (V2) filters now match the filters on the dashboard.
Controlled Substance Log (CSL)
- Staff can record DEA registration numbers.
- Staff can record shipment receipts, look up a supplier's address while recording a shipment, and drag the shipment's invoice or packing slip onto the receipt (or choose the files).
- Staff can take a physical count of controlled substance inventory and correct a count difference with an adjustment.
- Staff now give a reason when they nullify a controlled substance entry.
- Reports can now read a container's balance as of a past point in time.
- Staff can find and re-download a report they generated earlier, archive a report to take it off the list, and see report downloads in the export log.
- Only authorized staff can view controlled substance records and generate reports.
- Fixes: the receipt signing task shows the saved received time instead of the current time; the adjustment confirmation now correctly describes when stock changes; Add Inventory no longer reuses the container from the receipt task just signed; the inventory report PDF now includes both attestation checkboxes; container logs now load for every container; and several fixes to physical counts and reports.
Payments
- Updating a payment card no longer fails for a patient whose card is missing in MX Merchant.
Integrations
- GoHighLevel: practices can now link calendars from several Lobbie locations into one shared GoHighLevel account.
- GoHighLevel: rescheduling an appointment that never reached GoHighLevel now adds it there.
- GoHighLevel: when Lobbie moves a patient to a new GoHighLevel contact, the change is now visible to support for easier troubleshooting.
Patient Portal Access & Sign-In
- Staff can filter the Patients table by Portal Status.
- Patients now receive an email when their record is connected to their portal login.
- When an account has Portal Access turned off, its patients can no longer use the portal for that account. Other accounts on the same patient login are unaffected.
- Staff can no longer message patients whose portal access is off.
- The patient portal login tab now shows the practice name.
Performance & Reliability
- A slow EHR or lab connection can no longer tie up the server for other requests.
- Added database indexes to speed up common lookups.
New Patient Portal
Note: The new patient portal is rolling out to select accounts and is not yet broadly available.
- Patients can view their invoices and open the invoice PDF, pay an open invoice, and see what happened and what to do next when a payment fails.
- The add-card form has been refreshed, and a billing-address mismatch now tells the patient what to fix.
- Portal screens now follow the practice's customization settings for terminology.
- Lab PDFs now display correctly in the portal.
- The portal no longer says a running appointment series has no upcoming visits.
Messaging
Note: Patient messaging is still rolling out and not yet broadly available.
- Live message updates are now on for every account, so new messages appear without a refresh.
- The Messaging count in the sidebar now matches the New & Open view on the Messaging page.
- Staff see each sender's profile photo beside their messages in a conversation.