Changelog

2024-09-12

Bug Fixes and Improvements

• Now able to select conditional splits with segments inside of campaigns
• Fixes to creating new subtasks (no longer creates a parent task)
• Now able to edit subtasks from board view
• Significant speed improvements to file uploads
• Patient profile default should now work as expected
• User list now shows an accurate number of users
• Now able to click/view details of an observation resource
• Task complete date now populates when completing a subtask
• Now able to set an automation to create a task based on payment reconciliations
• Business Statuses should now be set correctly for subtasks
• Can now navigate back to Second Opinion parent task from a subtask
• Completed subtasks should not appear as incomplete
• Fixes to the loading wheel at the bottom of the messaging inbox

2024-08-30

New Features

• New dashboard widgets for resource creation over time
• Enhanced task editing with due date modal and history tab.
• Enhanced home layout
• Added custom patient fields management
• Added ability to select mulitple tasks and delete them
• Added a new defaults section under profile that allows selecting a default view for the patient screen
• Multiple phone numbers and email can be managed for a patient
• Added ability to add a filter to task instance/requester
• Now able to delete plans
• Can now view all versions of resources like tasks

Bug Fixes and Improvements

• Partial names can be used for provider search
• Notes tab is now the default when viewing subtasks
• Now there is an indicator after creating new admins/users
• Fixes to signing up using invalid email/phone number
• Fixes to task notes displaying correctly
• Instances should now be saved correctly or warn upon failure
• Can now update/change/remove provider locations
• Custom fields will now validate that the code is unique
• Changing a patient instance will now update the appointment, observation, and other resources

2024-07-30

Bug Fixes and Improvements

• Fix to deleting instance identifiers
• Search bar removed from DX/TX and Task page
• Fixes to EPIC sync logic
• Updates to open task logic
• Fix to being able to delete observations on the patient level
• “Text” field for names will now update properly when importing/updating patients
• “New Message” email will no longer have a broken link
• Full parent task will now show up on Home Screen
• DxTx identifier columns will render properly
• Now able to see admins when trying to assign to a task/subtask from homescreen
• No longer loads patient/$everything twice when viewing a patient profile
• Improvements to patient name and admin name rendering on messaging
• Task loading wheel will not spin forever when viewing a patient as an instance admin
• No longer errors on home screen for instance admins
• The system will now pick at least 1 instance when uploading a new patient that has an instance identifier that is set on multiple instances
• Now displays the imported file name for patients that were imported (patient details page)
• When switching an imported patient to another instance the created by will no longer change from imported to admin

2024-07-11

Bug fixes:

• Users can now see all cases where they have subtasks assigned
• International intake forms will no longer cut off with longer responses
• Assigned physician will now show up on task when viewing the board
• Fixes to SMS notifications for new tasks
• Sorting on the Case Review page will no longer result in a refresh loop
• Can now clear task assignee field
• Clicking on notifications will no longer result in 404 error
• Fixes to column header sorting when viewing providers
• Remember My Device should be more consistent
• Subtask type will no longer change incorrectly when configuring an automation that generates subtasks
• Able to scroll down on upload page when logged in as a patient

Improvements:

• Email addresses of admins no longer visible on patient messages
• Task modal will differentiate between task and subtask

2024-07-01

Bug Fixes

• Prevented self-notification in task updates.
• Enhanced board component with flexible date sorting and improved dragging behavior.
• Updated board cards to display custom aging dates.
• Added support for absolute links in Notifications
• Improved provider search

Other

• Increased import and event processing server resources

2024-06-26

Advanced Task Workflow Management Version 1.0

Task workflow:

• Ability to see and view all boards from the home screen
• No longer have to refresh when switching between boards
• Ordering of subtasks now will reflect the order that is set from the automation
• Able to add notes to Tasks and Subtasks
• Added card aging for tasks
• Top right red number is the total days since the task was created
• Color orbs will display as grey up to 3 days old, orange is 3-7 days, and red is 7 days plus
• Progress Bar for total amount of complete subtasks
• Mouse hover over for days in the status
• Now have the ability to search and assign providers to individual tasks and subtasks
• Fixes to clicking and completing subtasks
• Increased individual card count per column on board
• Dropdowns for task statuses will now show the accurate business status
• Subtask modal will now show the full task modal to include notes
• Fixes to clicking and completing subtasks
• Ability to mark a task as complete
• Increased individual card count per column on board
• Now able to sort between individual task notes and patient notes
• Home screen task modal now shows subtasks
• Added ability to add custom task types

General Platform:

• Ability to see and view all boards from the home screen
• Completed forms will now be easier to read and to copy and paste
• Fixes to resource summary accuracy
• Manually uploaded files no longer will get stuck in draft status
• Filtering segment based on the existence of an extension
• Registration steps no longer overlapping on some mobile devices
• Fixes to instance country restriction modal
• Added colors to country restrictions to help better distinguish which are enable or not
• Changing email notification settings no longer requires refresh
• Improvements to the Home Screen layout
• Dropdowns for tasks will now show the accurate business status
• Ability to change and add patient identifiers from the patient demographics
• Added the option to have a Yes or No split between each campaign step to re-evaluate if the endpoint is still a member of the segment
• Very long names will extend the patient card on the appointment board
• Can now delete individual steps in a campaign
• The task modal will no longer close when using the text formatting options
• Added a visual to highlight expired licenses on the provider search
• Fixes to both instance and assignee filters on the board
• Updates to Zendesk matching logic
• Removed instance admins ability to delete tasks
• Fixes to adding new metrics (Mapping tab)
• Fixes to time stamps for international patients
• Now able to add watchers to existing conversations
• Can now delete communication requests
• Added an indicator that shows the amount of cases a physician is assigned to in the provider search
• Fixes to editing and adding new providers
• Added the ability to report on cases assigned to physicians
• Added ability to create a custom date to be used for card aging

2022-03-26

• Improved Task list paging
• Hide expired provider licenses
• Reintroduced numbered lists and cleaned up the behavior
• Business status flexes for the assigned plan
• Retiring appointment creation during registration
• Full support for parent and child task creation via automations
• Can now search for email during the mapping step to find telecom.value
• Form responses are now darker and easier to see
• Improved acceptance and queue system for manual file imports
• Improved accuracy of timestamps displayed on the patient timeline
• Improvements for interacting with cards on the board
• Improvements to ability to register patients by a user that has no previously associated patients
• Fixed instances where data imports will show no new resources, until the page is refreshed
• Added hotkey on home screen to be able to quickly search for patients
• Enhanced security for custom reports
• Improvements to refreshing on the form page during registration
• Now able to remove required documents
• Improved design of several modules (Country restrictions specifically)
• Fixed instances where “N” would be displayed instead of the user’s initials
• Added paging and improved performance on providers search
• Fixed instances where deleting intermediary steps within a campaign would create errors
• Simple task status drop downs now reflect the simple task statuses
• Reports now work with dark mode
• Added warning when launching a new campaign to notify the user the campaigns cannot be edited after launched
• Mapping will now be 100% if a field is ignored when uploading data imports
• Tasks/Boards second opinion workflow
• Now able to click on “Import” on the patient profile to see which file the patient came from
• Instance admin icons will now be shown on messages

2024-02-08

Features:

• Admins can now manage and build segments!
• Add custom attributes
• Add custom metrics
• Assign custom templates
• Track all email event history
• Better state/qualification rendering for multiple specialties
• Can update Campaign Endpoints via an automation
• Ability to assign a plan to a specific resource
• Framework for SMS campaigns
• Segments
• Message templates
• And more!
• Ability to see email events (Open, Delivered, etc)
• Users can now create and assign simple tasks
• Advanced Campaign metrics tab
• Automatically update campaign endpoints setting at organization level
• Now able to accept multiple file imports at once
• Able to assign and verify email identities for campaigns and outreach
• Ability to identify and define attributes and metrics for custom campaigns/outreach
• Able to set start and end dates for campaigns
• Added ability to remove patients from campaigns
• Added Campaign Activity tab to see all emails sent via campaigns
• Launched new documentation site!

Improvements:

• Improved report search/list
• Removed the ability to assign patients to appointments via the patient list
• Removed board dropdown/selector for instance admins
• Ability to filter on observation codes when importing a file with observations
• Various improvements to automapping of file imports
• Replaced Vue-Quill editor
• Messaging layout improvements
• Enhanced security during registration
• Added timestamps to imports
• Improvements to instance identifier page
• Duplication identification and merging tool has been improved and is more accurate/reliable

Fixes:

• Full upgrade to the latest Vue library
• Session timeouts on the form editor will now redirect to login
• No longer errors when clicking “Delete” multiple times when deleting users
• Not able to view the patient observations overview after changing/editing the mapping
• Preview for messages with larger fonts now works as expected
• Fixes to reports not filtering dates for a month
• Duplicate patient report shows more than 50 results now
• Letters no longer break the date of birth picker
• New Appointment button now works correctly
• Improvements to warning the user that an email is already in use
• Dx/Tx tasks should now render properly
• Able to now properly save/change email notifications for other users
• Scrolling works as expected on the automation page
• Importing a file with slow internet speeds will result in 0% mapping
• Duplicating an automation with trigger will no longer run automatically when set to manual
• Fixes to data import/observation timestamps
• Able to set email notifications for other users as an admin

2023-10-23

Features:

• Allow users to manually run automations for patients
• Automations can now be powered by campaigns

Improvements:

• Better state/qualification rendering for multiple specialties.
• Removed ability to assign patient to appointments via the patient list
• Backend enhancements for duplicate identification

Improvements/Fixes:

• No longer able to create an instance admin without selecting an instance
• Now can reliably click to view associated users on patient profile
• Instance list now automatically updates after new instances are created
• Organization level country restrictions now update in real-time
• Adding new message types no longer requires refresh for the list to update
• Removed Grid view for instance list
• Improvements to saving/changing the instance background image
• Messages now check for content size
• Removed the ability to preview an instance
• Now able to see instance admins in the assign drop-down on the board
• “Edit User” section of the patient profile now displays the email address of the user

2023-08-08

Canadian Dollar Update! Improvements:

• Improvements to the registration flow
• Messaging logic improvement, general performance increase
• Editing patient demographics no longer requires a country to save

Features:

• Full support of Canadian currency Stripe payments
• Addition of appointment status changes to the timeline/history view

2022-07-13

Fixes:

• Instance logo hover over should now properly display when on the patient profile
• Epic Sync no longer gives an error

2022-07-12

Fixes:

• Fixed errors relating to refreshing after uploading documents during registration

2022-06-24

Fixes:

• Appointment description/comments now are formatted properly
• Updating patient tags no longer fails
• No longer shows a gender symbol in place of the instance logo (patient profile)
• Timeline errors for instance admins

2022-06-20

Message Templates and More!

Features:

• Download all files with one button
• Message Templates!
• Added ability to create custom message templates
• Add message templates to internal messages

Fixes:

• Now able to select email notifications when creating new admins
• Email notifications now change when selecting different users (in User list)
• Occasionally “Self” or “Someone else” page will display twice during registration
• EPIC ID now displays after sync

Enhancements:

• Substantial speed improvements
• Uploaded documents now display when they were uploaded
• New message counter is now per user
• Naming an uploaded file is now optional
• New dashboard widgets
• Admin messaging is now more mobile-friendly
• Board filters now are persistent after refreshing the page

2021-12-20

Features:

• Added ability to access the platform from restricted countries as an instance admin and patient

Enhancements:

• Added Patient ID to metrics export

Fixes:

• Changing admin profile picture now saves correctly

Enhancements:

• Significant improvements to messaging UI speed
• File Uploads - New absolute timestamp on uploaded files

2022-01-31

Features:

• Instance admins are now able to start a conversation for a patient that they registered

Fixes:

• Improvements to mobile registration (Go button now works as intended)
• Going back in admin registration no longer creates duplicate patients
• Proxy patient email now checked for availability

Enhancements:

• Substantial speed improvements

Uploaded documents now display when they were uploaded

New message counter is now per user

Naming an uploaded file is now optional

New dashboard widgets

Admin messaging is now more mobile-friendly

Board filters now are persistent after refreshing the page