2020 ⇆ July Updates

  • Updated


  ⇆  Update Highlights




  ⇆  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.


 Learn more on this feature's process and setup here.


  ⇆  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.



Note: Our password-hashing function is now updated to Bcrypt.
Bcrypt has been available for the last 30 years and has handled significant scrutiny by the information security/cryptography community. It has proven reliable and secure.




  ⇆  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.


  ⇆  Patient-Specific Tax Override

Set your patients up according to their tax needs, individually.



Note: This rate will override the patient group's pricing when lower in cost.

Updates.png More Release Updates | 2020-07-31

▪ 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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