We’re excited to share the latest improvements released this month, including a refreshed Patient Flow experience and several fixes to customer-reported issues.
Patient Flow Enhancements
We’ve updated Patient Flow with a cleaner design, clearer pop-ups, and new flexibility to better fit your practice’s needs.
Updated Layout
Modern, streamlined design.
Adapts seamlessly to any screen size.
Drag and drop patients into chairs as before.
Quick Action Buttons
Redesigned pop-ups make it easier to:
Send messages to operatories.
Add real-time alerts.
Summon providers or staff.
Show routing slips.
Move patients to Check-out when ready.
Custom Locations
Add non-clinical placeholders like Consult Room, Lunch Room, or Bathroom Chair.
Manage, enable, or disable locations in settings.
Optionally hide the Ready to Seat column.
Provider Colors on Appointments
Each appointment now displays provider colors for quick identification.
Dual colors indicate when two providers are assigned.
Responsive Design
Condensed view keeps all columns visible but minimized.
Expand columns such as Expected Today or Completed when needed.
Want to learn more? Check out this article.
👉 Note: Patient Flow is not yet available to all practices. If you’d like to try the new update, please reach out to our Support team via chat, phone, or email.
Recently Fixed Issues
This month’s release also included important fixes and refinements based on customer feedback:
Improvements to forms and intake flows, ensuring forms generate and send correctly.
Adjustments to the navigation and interface, making menus easier to use.
Fixes for task management and production numbers to ensure accurate reporting.
Updates to appointment syncing across mobile and web for better reliability.
Enhancements to payment follow-ups and balance lists, including the ability to delete follow-up items when needed.
Clarified display for consent forms, medical history summaries, and scoreboards so the information shown is accurate.
Adjustments to terminal volume requirements and payment chart displays for smoother financial tracking.
Summary
With these updates, your team can expect:
A cleaner, more intuitive Patient Flow experience.
Quicker actions with clearer pop-ups and appointment visuals.
Flexibility with custom location options.
Stability improvements across forms, tasks, payments, and reporting.
These changes are designed to help your team work more efficiently, stay informed, and provide a smoother patient experience every day.