These features will be available when your practice automatically updates to version 2023.01 or higher
Sales Report
An update to the Sales report has been done to add the Client ID and Patient ID to the sections listed below to make the report a bit easier for the users. These changes will be for only newly created reports. The sections for both client and patient ID are listed below.
- CLIENT ID has been added
- Discount Breakdown
- Coupon Breakdown
- Transaction List
- Transaction Breakdown
- Return Transactions (sub-section of transaction list/breakdown)
- Check Transactions
- PATIENT ID has been added
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- Discount Breakdown
- Coupon Breakdown
- Provider Summary with Breakdown
- Transaction Breakdown
- Return Transactions (when Transaction Breakdown is used)
Performance
Improvements have been made to the Medical Record | Quick Invoicing Quick Link to help increase performance when utilizing this area.
Rapport
An enhancement has been made to the API to now pass the client ID from Pulse when the On-Demand messages are sent through the Rapport API. This enhancement will allow us to ensure that when we receive the SMS replies it will be associate to the correct client, eliminating the chance that the message would not be forwarded to the user.
Enterprise
- An issue has been resolved where users where getting an error and unable to add the Enterprise role to an employee. This has now been resolved.
- A bug has been fixed for Enterprise employee could not access Enterprise dashboard. The user would get an Oops error when clicking "Back to Enterprise Dashboard". This issue has been fixed.