Highlights
| New Features | Coming Soon |
|---|---|
| New Settings permissions | Linked Accounts
Enhanced Delivery of Patient Statements |
New features
New Settings permissions
This feature was turned on for all users on May 22.
We are offering more flexibility around Settings access.
- Account Settings permission - With this new permission AND the existing Settings permission turned on, you can access the Account Settings page.
- Custom Fields permission - With this new permission AND the existing Settings permission, you can access the Manage Custom Data page.
- Office Settings permission - With this new permission AND the existing Settings permission turned on, you can access the Manage offices page.
- OnPatient Settings permission - With this new permission AND the existing Settings permission turned on, you can access the onpatient Settings page.
No action is needed for users who already have the current Settings permission. You will automatically be granted the new permissions. Practice administrators can remove the new permission for users who need access removed to any of the new areas without impacting their access to other pages.
These new settings will automatically be turned on for new accounts with the Nurse, Office Manager, or Provider roles.
Enhancements
Updated font color for available time slots in the scheduling widget
The font color of the available time slots in the scheduling widget has been updated from grey to black, removing confusion about whether the slot is available to select.
Appointment API update
We added supervising provider and billing provider to the PATCH and PUT requests to match existing functionality on a POST request.
Resolutions
Plan Section Display Issue Resolved in Clinical Note
We’ve fixed an issue where the Plan section was appearing in the final clinical note—even when there was no content in the section and the "Include in note" switch was turned off.
With this update, the Plan section will now only appear in the final note when it contains data and has the switch to include in note turned on.
In addition, if the user has the account setting, Include Lab Orders and Results, enabled:
- The “Lab Orders” table should only show orders associated with the appointment for the current note.
- The “Lab Results” table will continue to show the entire patient's history of lab results.
If the “Include Lab Orders & Results” option is disabled, both the Lab Orders or Lab Results tables will not be rendered in the clinical note PDF. Plan header would also not render in the clinical note PDF if lab results or orders was the only data found for this form.
Clinical Notes Report Filter Fix
We’ve fixed an issue where users would receive an error when selecting the “Print non-blank Clinical Notes in Report” filter on the Clinical Notes Report screen. Specifically, when a date range was applied, the system incorrectly returned the message: “There are no non-blank clinical notes to print for the given date range,” even when valid notes were present.
With this update, you can now:
- Apply the “Print non-blank Clinical Notes in Report” filter
- Combine it with a date range and other filters for a single patient
- Generate reports successfully without encountering errors
Default office used when scheduling appointments
We fixed an issue where scheduling appointments from the Doctor, Weekly, or Monthly views defaulted to the first office in the calendar’s office list instead of the provider’s designated default office. Now, the provider’s default office is correctly used.
Unable to POST request with custom appointment status
Custom appointment status changes are now allowed using a POST request.
Coming soon
Linked accounts
We are pleased to introduce the new linked accounts feature for providers managing multiple practice groups. Designate a primary account and link additional practice group accounts for effortless switching without separate logins.
To link your accounts, create a support case. Notifications are sent to confirm successful account linking.
Enhanced delivery of patient statements
We’re excited to announce that patient statements can now be sent via:
- Text message
- Traditional mail
These new options are designed to streamline your workflow, boost efficiency, and accelerate patient payments. Ensure patient profiles have updated phone numbers and email addresses to take full advantage of this feature.
