This week, we made some great improvements to mobile workflows, scheduling, and data accuracy. Mobile users can now find patients more easily and have clearer controls when using messages on smaller screens. We also made updates to scheduling data and fixed a few issues with intake forms, notes, and staff information.
What's New
- Easier patient lookup on mobile: Patient Lookup is now available right from the header on mobile and tablet screens, making it quicker to find the right patient.
- Clearer messaging controls: Team Chat and Text Message panels now have easy-to-find close buttons on smaller screens.
- Better scheduling information: Staff API responses now include practitioner break times between appointments. This helps connected scheduling systems make sure enough time is reserved after a visit.
- Updated note naming: “Chart Notes” is now called “Express Notes” across staff note templates and menus.
Fixes
- Fixed an issue where required V2 intake forms could sometimes appear blank when booking through the portal.
- Fixed an issue that could cause staff searches to use outdated filters and show incorrect staff information.
- Adjusted the chart report layout so action buttons now display correctly.
We’re excited about these updates and the smoother experience they bring to both mobile users and scheduling workflows!