July 2024: Release Notes

Platform Release Notes: July 2024. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

[Update] Editing the price for a recurring client package

If the price set for a package is adjusted, clients already enrolled in the package will maintain their original price. All newly enrolled clients will be charged the new package rate.

If you wish to charge legacy patients a new rate, we recommend stopping their automatic payments and taking one of the following actions:

• Charge the client for a new package
• Manually schedule charge(s) for the remaining payment(s)
• Invoice the client for the remaining payment(s)

'Automatically Charge for Appointments' and Automatically Invoice Clients' Settings Now Function Independently

We've separated auto-charge for appointments and auto-invoice clients in Settings > Edit Payments and Credits so that the two can function independently of one another.

Learn more about Charging Patients and Invoicing Patients.

Parent Organization Member Permission Templates Now Available to Sub Organizations

We’ve made an update to improve workflows for organizations with sub organizations. 

Previously, user permission templates created at the Parent Organization level could not be used by sub organizations. Only templates created within the sub organization were available in its member permission template dropdown.

Now, member permission templates created by the Parent Organization will be available to sub organizations. Sub organization admins can view and use these templates but cannot edit them. In addition to this new functionality, sub organization admins can still create and edit their own permission templates.

You can learn more about Organization Member Permission Templates here.

New Cancellation Policy Form(s)!

Having patients sign a cancellation policy form is crucial for healthcare providers. It ensures clear communication of expectations, minimizes no-shows and last-minute cancellations, and helps maintain a smooth schedule. This policy protects your time and resources, fostering a more efficient and respectful patient-provider relationship.

We've addd two new forms to Healthie's Form Library related to cancellation policies that you can edit and customize for your practice.

• Form: Late Cancellation or No Show Policy
• Form: General Cancellation Policy

Forms can be added to an intake flow for patients to complete as part of their onboarding. Additionally, you can send forms to patients to complete as a one-off request. Learn more about having patients complete forms here.

If you do not see these forms in your account, you can make a request to hello@gethealthie.com to have the forms added.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address these for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

Forms

• Resolved an issue where the hover functionality was not working on copied fields in the form editor.
• Resolved an issue to prevent an error message for blank answers in the autoscored matrix field of forms
• [Mobile] resolved an issue where data was not being saved when input into a form matrix field.
• Made an additional update to ensure that custom modules in forms are positioned correctly.
• Resolved an issue where the "saved failed" error message was appearing for successfully submitted forms.
• Resolved an issue with the UI by removing the pencil icon from the Photo ID form.
• Resolved an issue with unintended duplication of fields in forms.
• Resolved an issue so that users sent a shared form to edit are redirected to the edit form page after login.
• Resolved an issue where the diagnosis field from the Client Info question bank was returning an error preventing the client from being created
• Resolved an issue where the weight field in a medical history form using Healthie pre-formed fields is not translating correctly across into the Healthie chart.
• Resolved an issue where long forms were timing out when being sent to patients or viewed by providers.

Billing

• Resolved an issue where the logo was not displaying correctly in Superbill preview.
• Resolved an issue where ERA claims lookups in Healthie using name, date of service and CPT code were pulling the wrong patient by changing the lookup to utilize the CMS1500 Office Ally ID#.
• Unified how billing items are pre-filled for manual and auto-created CMS1500s.
• Resolved an issue that was preventing the status of CMS1500 from updating automatically in Office Ally.

Charting

• Resolved a error preventing providers from signing chart notes.
• [Mobile] resolved an issue where a charting note was being generated when a user completed a video module on mobile.
• Resolved an issue where changes to duplicate medications on the charting note are not reflected in the client profile.
• Resolved an issue so that only selected and saved medications display on the client overview.
• Resolved an issue where the create charting note box disappeared when initiated through the client quick profile and the template dropdown is opened.
• Resolved an issue where a provider was unable to see a chart note due to a form answer not being answered.
• Fixed an incorrect warning for non-syncing diagnosis.
• Fixed an issue when a signature is added through the API that isn't a valid image, trying to view the chart note returned an "Internal Server Error" message.
• Fixed an issue where a charting note that has colors is generated as a PDF file, it appeared in black and white.

Scheduling

• Resolved an issue where cancelled (and rescheduled) appointments are showing as conflicts and triggering a warning banner.
• Resolved an issue with appointment types shifting when changing the order.
• Fixed an issue with appointments to ensure that the credit pop up appears when adding clients to a group appointment.
• Resolved an issue so that the hover functionality works in the appointments dashboard.
• Resolved an issue preventing providers from scheduling an appointment from the client profile.
• Resolved an issue with sluggishness and freezing during the booking flow.
• Resolved an issue where the Appointment Setting page was timing out and not loading.
• Resolved an issue where Patients were receiving appointment reminders based on Provider reminder settings.
• Resolved an issue with late cancellation and no-show only showing in the calendar and not in the session details flyout on the client profile.
• Resolved an issue with the sizing of the status and duration fields when appointment status is changed to late cancellation or no show.
• Resolved an issue with the confirm button in the appointment sidebar not working when a provider tried to confirm an appointment

Engagement

• [Mobile] resolved an issue where patients were able to join appointments marked as no-show through the app.
• [Chat] resolved an issue where Patients can see the chat option on their welcome screen even if it has been disabled for them.
• Resolved an issue where links from chat emails are leading to invalid URLs.
• Resolved an issue with Program emails not being sent for certain Programs
• [E-Mail] resolved an issue where users were unable to see email previews for packages purchased, programs and reactivations.
• Resolved an issue that prevented new zoom users to be created when the user's email was already in use.
• Resolved an issue where links from chat emails were leading to invalid URLs.
• [Chat] Resolved an error when the chat recurring autoresponder schedule was set to start with a PM and end with an AM.
• Resolved an issue where custom email subject lines were not converted from plain text when sent.
•  [Programs] Resolved an error when adding a Vimeo URL to a program module.
• [Mobile] made updates to the chat info box to enable collapsing, expanding and scrolling.
• Resolved an issue where chat messages were sorting incorrectly by date in Firefox.
• Resolved an issue where switching from the 1:1 session to the group session tab was resulting in an error.
• Resolved an issue with URLs added to client announcements. 
• Resolved an issue so that goal success percentages are not cut off in Quick Profile when on Healthie video chat.

Care Plans

• Resolved an issue where existing documents added to a care plan were not displaying until a new document was also added.
• [Care Plans] resolved an issue so that group care plan journal settings apply to all users in the group if they don't have an active individual care plan.

Organization Management

• [Mobile] resolved an issue where providers were unable to add a new patient if an organization had not already been setup.
• Resolved an issue where appointment cancellation emails were sending to Providers even when the setting was turned off. 
• Resolved an issue so that profile pictures don't appear squished when uploaded via org settings.
• Resolved an issue so that a patient not automatically assigned to a Provider can be manually assigned by any org member through the Client Profile.
• Resolved an issue where Org owners and other members are not receiving notifications for appointment cancellations when the setting is enabled and the patient cancels via text.
• Resolved an issue where groups appear blank when trying to share a document folder with client groups.
• Resolved an issue where moving files between folders creates duplicates and deleting the duplicate deletes all copies.
• Resolved an issue where special characters in Client Tags were causing filtering issues. 
• Resolved an issue where providers were unable to share folders with clients not assigned to them when the "permission to share to org members" setting was disabled.
• Resolved an issue so that when two profiles for a client that is a notification contact for another client are merged the remaining client profile contains the correct notification contact information.

General

• Added a "soft delete" capability to folders to make it easier to recover deleted folders for users.
• Resolved an issue where brand logos were not displaying correctly when the navigation bar was collapsed.
• [Mobile] resolved an issue where patients were unable to edit a meal after creating a new one.
• Resolved an issue with tasks not sorting in the correct order according to the column heading.
• Resolved an issue where Chrome and Android users were having difficulty viewing the application once logged in.
• Resolved an issue in the onboarding flow so that clients have the option to 'Schedule an Appointment' or 'Book a Package'.
• [Fullscript] resolved an error when selecting other gender types with Fullscript.
• Resolved an issue where tooltips were displaying improperly when a client logged in for the first time and had not yet completed their intake flow.
• Enabled generated AI summaries to appear in the Chart Note UI.
• Resolved an issue with the sizing of the smart phrase "phrase" column.
• Added metadata column to documents table.
• [Change Labs] resolved an issue so that the vendor pop up does not disappear when you hover over Change Labs results.

API & SDK Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

Webhooks

• Added Webhooks for when sent faxes are created or updated.
• Added a Webhook send when a patient is updated via a chart note to improve patient sync.

API

• Fixed the recurring forms endpoint.
• End-to-End pointers implemented.
• Standardized dates to conform with ISO8601 standards.
• We've made an adjustment to allow API users to set notification settings for their org providers via the API. This will allow for notifications (ie. package emails) to be enabled / disabled if preferred.

Past and Planned Updates

• View all updates from last month here. 
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.