April 2019: Client Packages, Org Permissions, Credit report, UI/UX

Platform release notes: April 2019

Note: this will be updated throughout the month of April, as we release updates to our platform several times each week. 

We have completed the initial groundwork of our " Client packages" update: 

  • Updated visual layout from a provider & client perspective of purchasing a package in different use cases, for example if there is no image associated with a package 
  • Clients can see the credits that they have 
  • If a package is free, clients are not prompted to enter a credit card
  • Package styling when packages are embedded onto a website have been updated. 

We have released a client credits report in the " Reports" page:

We have updated the Client Metrics report:

  • Client Metrics report will now show custom metrics in addition to default metrics, for all providers & organizations. 

Other updates & fixes

  • Organization settings & permissions
    • A provider can be in one organization only
    • Organization administrators can now set whether additional providers in an organization can create and edit
    • If another provider, administrator, or assistant within an organization cancels or reschedules an appointment on behalf of the provider, the provider will *also* receive an e-mail notification
  • Client List
    • You can now sort by "Next Appointment" within your Clients List
  • Chat:
    • Minor design updates
  • Payments: 
    • As a provider, you can now stop subsequent payments if a client is in the middle of their package. 
  • Superbills & CMS 1500s:
    • Updated ICD-10/CPT code database to remove non-billable codes.
    • Updates to pre-filling an address/location, if not already stored in the system
    • Update to the "19 Reserved" field with max characters
  • Forms:
    • Billing Information, Insurance Information, Profile Picture, and more forms are available by default via Request Form Completion
  • Programs:
    • Updated formatting of Youtube links for videos
  • Metrics
  • iPad:
    • Configuration updates
  • Other UI/UX updates
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