2019 ⇆ August Updates

Select which appointments to Print a PDF or Email directly to your patient!

Sent emails are logged within Patient Profile > Correspondence > System Emails

Activate the new forms using Settings > Forms





Details will auto-populate based on the patient's profile and insurance details.

 Utilize the updated filter to search your Appointment Reminders by status.





Also, you are now able to sort the displayed results by Status as well.

  ⇆  Schedule Calendar Selector

We have updated the calendar to visually distinguish past dates.

 

Polishes and UI adjustments made to enhance the invoice payment process.

Save is relabelled to Apply Payment and Cancel replaced with Close.

 

 More Release Updates | 2019-08-07
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▪ Chart Statistics Report: Added detailed version with appointment details

▪ Chart Statistics Report: Added filter to toggle inclusion of Charted Appointments

▪ Sales by Practitioner Report: Added Total Receivables per practitioner (CSV)

▪ Discounts: Added Start Date and Countdown to Patient Profile

▪ Programs: Listings sorted by start date on the Patient Portal

▪ System Update: Schedule Clinic selection menu now overlays appointments

▪ System Update: Discounts now can be applied to All Products

▪ System Update: Rescheduled Emails update practitioner name (if applicable)

▪ System Update: Appointment Reminders now include cancelled status

▪ System Update: Removed Administrators from the Sales by Practitioner Report

▪ System Update: Payments by Practitioner Report: Price & Tax totals cleared

▪ System Update: Active Patient Report updated Last Appointment calculation

▪ System Update: Appointment 'Arrived' status only applicable to 'Open' status

▪ System Update: Appointment 'Unarrived' status only applicable to 'Arrived' status

▪ System Update: Receivables' search navigation menu corrected

▪ System Update: Exam 2 Refraction tab alignment corrected

▪ System Update: Batch billing menu now overlays in front of the header