February 2019: Updates to chat and client organization! And, general UI/UX enhancements

Platform release notes: February 2019

We have rolled out an updated version to our Chat platform! Highlights of this update include:

Right-hand panel to view basic information about a client while you are chatting with them, including upcoming appointment and payment, to enable providers to have a better snapshot of clients directly within a message screen
Live updates of multiple client conversation threads while you are viewing a single client conversation
Improved filtering functionality: Read vs Unread conversations, Individual vs Community Chats (formerly “Group Messages”), Active vs Archived conversations

Workflow enhancements to create a new conversation, and support Message Blasts + Community Chats
Design updates

We have made updates to the way you view & sort clients and groups

Multiple groups can now be associated with the same intake flow
It’s now more clear which groups are associated with which intake flows
Updates to how you can view and sort clients within a particular group, as well as view your existing groups
Updates to how archived clients are treated within Healthie (with a prompt to notify a provider about this before archiving a client)

Other updates & fixes

Clear status updates on Healthie's Faxing Platform (Sent faxes now show Pending, Delivered, and Failed, with Failed Status reasons including No Faxtone, Fax Number Busy, and Blocked Number)
Superbills: Assistant permission settings adjusted
Calendar: Provider's name, in organization calendar, also shows up when selecting a specific appointment
Calendar: Repeating appointments can repeat up to 52 times
For organizations: The name of the provider who a client is assigned to appears in the client onboarding flow, in addition to the organization's name
Prevented goal completion from ever going above 100% (a larger update to Goals feature is forthcoming)
Better support for the Programs feature on certain browsers (we are in the process of adding Programs to our mobile apps)
Improvements to client signatures / agreements on mobile devices and certain browsers
Bank account: Added additional notifications, prompts, and messages to make it easier to enter a bank account and track progress
CMS 1500 forms will always print on one page
Growth charts: Name of the growth chart's standard, and the client's percentile, are shown
Calendar: When creating an appointment while you are viewing a particular day, the Add Appointment box will default to the day you were viewing
Added scroll bars in dropdowns to pick times (intake forms and charting)
Updates to how Superbill Date of Service is pre-filled (will pull from date of service, independent of date of creating Superbill)