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Product Release - August 2024
Emily McClendon avatar
Written by Emily McClendon
Updated over a week ago

Latest releases and product enhancements.


Practice IQ

  • Option to Deselect All in Dashboard Customization

    • Easily select or deselect all custom dashboards on the ‘Customized Dashboards’ settings page.


Financial Report

  • Open Claims Avg Age Section Enhancement

    • The Unsubmitted Claims table now includes options to export and print.


Campaigns

  • ARC - Primary & Secondary Early Reminder Emails

    • Add the ##{{ appointment_event_links }} merge tag to Primary and Secondary Early Reminder email templates.

    • This placeholder displays the appointment date and time and provides options to add the appointment to Google Calendar or download the invitation file.


Patient Portal

  • User Action Tooltips and Verbiage Updates

    • Tooltip descriptors were added to Delete User, Reset Password, and Unlock Account actions.

    • Updated confirmation prompts for these actions.

  • Patient Account Management

    • Practice users can now remove a patient from a patient portal account.


Huddle

  • Scheduled for Hygienists and Doctors Enhancement

    • The table for scheduled appointments for hygienists and doctors now includes options to export and print.


Patient Finder

  • Email Address Search Capability

    • Users can now search for patients by their email addresses through the general patient search and the communication center.


Online Appointment Booking (OAB)

  • Automated Messaging for New and Existing Patient Bookings

    • Automated "New Patient Booked Appointment" and "Existing Patient Booked Appointment" messages now send both SMS and email templates when an appointment is booked.

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