These are new features or improvements added. Anytime you are looking for updates or changes you can check these announcement pages or click the newspaper icon on the navigation bar while in the application.
Claim Status Badge Change
The Paid claim status badge that appears in the client’s ledger has been changed to Paid/Processed to match the corresponding claim tab.
Payroll Report by Appointment Staff
The new Payroll Data Export report will allow you to view payments collected for services performed by the staff member(s) on the appointment.
Hide Location Address on Intake Forms
A new client portal setting is available under the Organization tab that allows you to hide your organization’s address on intake forms.
New Dynamic Form Element for Client’s Address
A new Client Address form element can now be used when creating dynamic forms, which will display the client’s address listed in their Details.
New Field in Client’s Details
A new field is available in Client Details to indicate their preferred language.