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⇆ Update Highlights |
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⇆ Two-Factor Authentication |
An extra layer of security if you want it. Enabled in your profile login tab.
Two-Factor Authentication (2FA) can be used to help protect your account from unauthorized access by requiring you to enter an additional code when you log in.
This feature requires the use of an authenticator app, downloaded free to your mobile.
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Learn more on this feature's process and setup here. |
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⇆ Password Policy Updates |
Keep your logins secure and your system protected.
To enhance your system's security, you will be required to update your password.
There are 5 attempts allowed before the account is locked for 30mins.
A Level 2 Admin account can unblock in the user's Profile > Login Tab.
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Note: Our password-hashing function is now updated to Bcrypt. |
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⇆ Patient Portal Payment Gateway |
Require a credit card on file to schedule appointments.
Enable this in Settings > General > Portal > Scheduling > Requires Credit Card entry
This setting relies on a Payment Gateway integration such as Stripe or Moneris.
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⇆ Patient-Specific Tax Override |
Set your patients up according to their tax needs, individually.
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Note: This rate will override the patient group's pricing when lower in cost. |
More Release Updates | 2020-07-31
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▪ Portal: Cancel and Reschedule links on Patient Portal home (when applicable)
▪ Portal: Restrict portal cancellations in Settings>General>Portal>Hours Prior to Cancel
▪ Recurring Appointments: Date and Time now match original appointment's
▪ Comprehensive Sales Report: Added Practitioner ID and Service Duration to Excel
▪ Resource Booking: Clinic will filter which resources are available to schedule with
▪ Day End Report: Added Practitioner filter, Billed Status and Portal Payment identifier
▪ Default Invoice Template: Adjusted 3rd Party text to read as Insurance Pays
▪ Patient Demographics Import: Added Middle Name and Default Phone Option
▪ Appointment Export: Added Appointment Item Amount and Department
▪ Patient Export: Added Default Phone, Country, Patient Group, Occupation
▪ Patient Export: Added Employer, Swipe Card, Status, Referral Type & Date
▪ Default Invoice Template: Adjusted 3rd Party text to read as Insurance Pays
▪ System Update: Further Portal Schedule updates for optimal availability
▪ System Update: Quick Invoice Practitioner menu only displays practitioners
▪ System Update: Recurring Appointments 'blank' window removed
▪ System Update: Recurring Appointments 'Close' link prompt updated
▪ System Update: Patients Signup Province defaulted to Company province
▪ System Update: Schedule Next Appointment Reminder now uses profile default
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