This week’s release includes improvements to everyday clinic workflows, including document imports, external contacts, multi-patient bookings, charting, and claims. Teams working with document imports or linked patient appointments should see a smoother experience. We also made a few billing and reporting updates, along with fixes to duplicate contacts, intake forms, and invoice emails.
What's New
- Easier document imports: Clinics can now import existing documents in bulk using a CSV file. Staff can preview the results before importing and review any items that need attention.
- Simpler duplicate contact cleanup: Staff can now find and merge duplicate external contacts through a dedicated review workflow, making it easier to keep contact information organized.
- Improved multi-patient booking: The portal and admin booking flows have been updated to make scheduling linked patients, such as couples or family members, easier to manage. Patients can book an appointment for themselves and one other family member at the same time.
- More flexible charting on-the-fly: Staff can now remove chart templates while working
- Enhanced form building tools: You can now move or clone columns when building chart and intake templates, and use more auto-populate options when setting up charts and forms.
- Faster claims searches: Claims search now supports patient-name type-ahead, making it easier to find the right patient while searching.
Bug Fixes
- Fixed an issue where Day End report credits showed the remaining balance instead of the credit amount.
- Fixed an issue where invoice emails could be sent at the wrong time or sent again when a receipt was printed. Invoice emails now send during payment processing.
- Fixed an issue where the duplicate contacts review page could get stuck while loading.
We’re excited about these updates and the smoother day-to-day workflows they bring to document management, scheduling, charting, billing, and clinic operations!