This week's release focused on improvements to billing workflows, practitioner-level data access, and chart and prescription functionality.
What's New
- Recurring invoices now support end dates and a quarterly frequency, allowing invoices to automatically stop generating once the specified end date is reached.
- Practitioner users now see only their own data in Aged AR and Accounts Receivable Listing, with practitioner selection fixed to their account.
- Scheduling dashboards now include an Inactive Practitioners toggle, making it easy to view schedules for inactive practitioners when needed.
- Program-generated invoices now save the correct branch.
- “Copy from last” feature in v2 charts now pulls responses from previous versions of the same chart template.
Appointment availability API now supports server-side filtering and result limits.
Bug Fixes
- Resolved chart export errors caused by certain rich-text long answers.
- Fixed child prescription cloning so cloning from a child item copies only that specific item.
- Corrected recurring invoice conversion cases where practitioner assignment could be omitted.
- Fixed v2 intake form date fields with a date mask/placeholder and stricter blank-date handling.