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What's New

Welcome to our changelog! Here you'll find all the latest updates, new features, and improvements we've made to make your experience better.

CareLaunch Release Notes

September 2026 Updates​

📈 Improvements​

  • The messaging inbox conversation list now shows each conversation's subject line, in addition to the sender's name and message preview.
  • Archive, Snooze, Delete, and Mark as unread in the messaging inbox now show a loading indicator while they're working.

🔧 Fixes​

  • Deploying a new version no longer signs out admins who are actively working.
  • An appointment is no longer cancelled when its unpaid online checkout expires on its own. Only the "Cancel appointments after payment timeout" setting cancels unpaid appointments automatically.
  • Leaving the optional phone number blank during account creation is accepted again.
  • A newly created conversation on a patient's Messages tab now appears immediately.
  • Filtering the Board by assignee now shows parent tasks for staff who are assigned only to a subtask, including staff with a large number of tasks.
  • Clicking your profile picture in the collapsed admin sidebar now opens the profile menu.
  • The "Launch your practice" widget is on by default only for solo practices.
  • The "Insert asset" pop-up no longer clips its Shared library and Upload new tabs when the list is long.
  • The Messaging/Inbox badge in the sidebar now matches the "Unread" count shown in the inbox — a conversation with several unread replies previously inflated the sidebar badge.
  • Archiving a conversation in the messaging inbox no longer collapses the rest of the conversation list after loading more conversations with "Load More."
  • Marking a conversation as unread in the messaging inbox no longer closes it.
  • A long conversation subject in the messaging inbox no longer pushes the Archive, Snooze, and Delete buttons off screen.

August 2026 Updates​

✨ New​

  • Forms now support e-signatures: add a Signature field to any form and patients sign on screen with a mouse, finger, or stylus. Signatures are saved with the response, shown wherever staff review forms, and backed by full version history and audit records.
  • Appointment details now include a History panel with a timeline of every status change, reschedule, and edit, plus an audit log tab.
  • The Registration Workflow and Portal Requests editors have been redesigned with a clickable progress timeline, renamable steps, and cleaner toggles.
  • Documents for the registration Upload step can now be added, renamed, and removed directly in the workflow builder, from the media library or e-signature templates.
  • Admins who manage more than one practice get a practice switcher at the top of the sidebar.
  • Staff with edit permission can reveal and copy a patient's masked SSN from the patient profile; it stays masked by default.
  • Admins can revoke a user's access to a patient from the patient details page.
  • The Appointments table gained a sortable Instance column and an Instance filter for organizations with more than one instance.
  • The Landing Page Designer has a new Assistant tab: describe a change in plain language, see it applied, and undo it if needed. Images are now added through the shared media picker with alt text.
  • A new "CareLaunch" light theme is available in the theme picker and Account Settings.
  • Website import during setup now brings membership and subscription tiers in as service types.
  • The Concierge now reads your full instance configuration so it can answer questions about any setting, and daily usage limits keep costs predictable with a clear message when a limit is reached.
  • The "Launch Your Practice" checklist now names the exact payment step still to do, lets you pick the product on the registration Payment step, and lets solo practices claim their web address inline.
  • The onboarding Primary Brand Color field now opens a visual color picker.
  • Browser-based calling through Twilio now connects instead of returning "not implemented".

📈 Improvements​

  • Error notifications now appear top-right, stay until closed, and have a Close button.
  • The Appointments calendar fills the page, uses familiar month/week/day navigation, keeps its dates in sync with the filters, and month view scrolls within the page on shorter screens.
  • The automations editor has a visual refresh with a tiled action picker and theme-aware node cards.
  • Viewing a completed patient form now offers Close instead of Save.
  • Dashboard metric cards truncate long names, and chart colors follow each theme so series no longer clash.
  • The Watchers picker when starting a new conversation is searchable and no longer covers the screen.
  • Icon-only buttons across Home, dialogs, and settings now have tooltips and screen-reader labels.
  • Dashboard charts, saved reports, and report previews load faster through caching.
  • The app no longer reloads itself when a new version is detected; an update banner is shown instead so in-progress work is never lost.
  • Invoice line items show the actual service or appointment name instead of a generic label, and single-line invoices show their amount.
  • The sidebar organization switcher shows the selected organization's avatar, and an Instances link appears under Users for organizations with multiple instances.
  • The non-functional "Allow Participant Selection During Booking" option was removed from scheduling settings.
  • The privacy policy now lists every CareLaunch application address.

🔧 Fixes​

  • Registration: the portal registration form scrolls on small screens, blocks future birth dates, keeps the citizenship confirmation for restricted countries, and accepts non-US phone numbers using the selected country code.
  • Registration: the Scheduling step appears only when the chosen service needs an appointment and correctly returns when switching services; the Upload step appears only when a Documents step is enabled.
  • Registration: all flows now use one State/Province selector that updates with the country, the State dropdown is populated for dependents, and dependent date-of-birth fields stay on one line.
  • Registration: adding a dependent starts with empty details, no longer creates a duplicate caregiver link, and no longer signs the account holder out on the first step.
  • Registration: typed form answers are preserved while the patient record is created, forms no longer fail with "Invalid input provided", and a form with a required signature can't be saved after the signature was cleared.
  • Registration: the service-specific form loads fully before showing, and the Terms of Service, BAA, and Privacy Policy links on signup open correctly.
  • Registration: coverage-area validation now follows the workflow setting, and instance admins always see the optional email field when registering a patient.
  • Onboarding: saving the default registration workflow completes the Launch checklist step without hiding the widget or adding unexpected steps, Complete Setup submits once, the checklist no longer sticks on "Appointment booking incomplete", and website import also sets the instance icon.
  • Scheduling: waitlisted, checked-in, and other valid appointments now show in the patient's Appointments tab and overview; provider lookups filter by service type again; the day view shows the right appointments across the midnight boundary; and "View Summary" opens past appointment details in the portal.
  • Scheduling: when patient rescheduling is disabled, patients can no longer reschedule from the portal; patients and providers always join the same video room; and portal appointment cards on mobile no longer overlap or duplicate buttons.
  • Payments: registration waits for the payment to actually succeed (including bank/ACH) before finishing, shows a processing indicator while the payment syncs, and no longer errors when returning to the payment step.
  • Payments: after a payment timeout the original request stays resumable, unpaid invoices are cancelled so balances aren't inflated, and returning from Stripe no longer replays stale dependent state.
  • Payments: switching patients quickly no longer shows one patient's billing on another's record.
  • Messaging: patients receive their appointment invitation email again; cancellation emails are always sent and no longer trigger a stray "appointment assigned" notification; new patient accounts have confirmation, cancellation, and reschedule notifications on by default; and pressing Enter in a new conversation's Subject field no longer reloads the page.
  • Patient records: date of birth displays consistently regardless of timezone, patient search shows Created By and Created Date again, the Upload File dialog handles switching patients, unsupported file types show a clear message, and portal uploads show file names and status.
  • Patient records: merging duplicates works reliably for patients with portal activity, audit history, or documents; importing a patient with a repeated identifier no longer crashes; manual add-patient shows required-field messages; and the Duplicates tab shows a clear empty or error state.
  • Board: tasks owned by an automated agent show their owner correctly, and the assignee filter includes parent tasks for subtask assignees.
  • Reports: dashboard CSV downloads work again for org, instance, and base admins; selecting "All" rows no longer freezes the page; the registration funnel excludes imported patients; and the Financial Reconciliation report shows a clear error instead of misleading zeros.
  • Settings: adding country restrictions no longer wipes previously saved ones, and every admin role can upload logos, backgrounds, and Terms without an error.
  • Sign-in: opening a protected link while logged out returns you to that page after signing in, inactivity sign-out keeps your practice context, a newly activated admin's first sign-in no longer bounces back to login, a background login tab no longer signs out active tabs, and logging out resets custom theme colors.
  • Landing pages: the designer opens with the currently published content, its canvas loads reliably after setup, cancelling an import or AI generation actually stops it, generated pages link patients to registration, and style values are readable in dark themes.
  • Concierge: no longer invents documentation links, hides itself cleanly when switched off, and no longer offers changes it can't make.
  • Integrations: PDF previews in portal uploads work again, and Solo practices see a clearly labeled Stripe Connect card so the payments checklist can be completed.

July 2026 Updates​

✨ New​

  • Added new registration intake options, including a chat-based flow and a medical conditions step.
  • Admins can link a form to each service so patients who choose that service complete it as an extra registration step.
  • The patient registration workflow can be embedded in your own website.
  • Admins can now remove other watchers from a conversation and mark conversations as unread.
  • Admins can delete a specific message and mark all messages as read with one click.
  • The messaging Inbox now shows conversation watchers and lets admins add or remove them.
  • Providers can now connect and sync an external calendar.
  • Added appointment confirmation settings, including a manual confirm action for admins.
  • Opening a schedule with no recurring hours now prompts you to set them instead of showing a blank calendar.
  • Admins can generate, view, and void a Good Faith Estimate for self-pay appointments, and record billing codes on services and NPI on providers.
  • The registration payment step now shows the checkout form on the page, supports the clinic's enabled Pay Later options, and patients see a live payment-hold countdown on their home screen.
  • New organizations come with a ready-to-activate Post-Visit Follow-up automation, and the automation builder picks filter fields and comparisons that match the record type.
  • Task details now open in a full-page view that can be refreshed and shared.
  • Redesigned the timeline view and notes drawer for a clearer, more polished look.
  • Forms and secure messaging are now available on the Solo plan.
  • Added a segment builder to Report Builder, and the Outreach menu now includes Segments, Mapping, and Activity.
  • A new Registration Funnel home widget and an Intake Funnel report show how patients progress through registration and intake, with an instance filter for org-wide admins.
  • The Core Data Financials report now includes the Stripe refund transaction ID.
  • Introduced a self-serve onboarding wizard with a quick launcher, plus a new media asset library for onboarding content.
  • Admins see a new "Launch Your Practice" hub on Home with a readiness checklist and a Launch Center for sharing the registration link.
  • Practice web addresses now use the launch.care domain, with automatic redirects from older addresses.
  • The Asset Manager gained Collections, Recent and Starred filters, and starring.
  • Instance admins can choose what visitors see before login (template, custom landing page, or none) and set SEO title and description.
  • The Landing Page Designer opens with a "How do you want to start?" screen offering Import your site, Describe it, template, or blank.
  • Staff can submit feature requests, bug reports, and support requests from a new Product Requests page, get emailed on status changes and replies, see a "Needs your reply" tab, and filter by type.
  • The Concierge now opens as a floating chat window with a full-screen option, can open a support request for questions it can't answer, and lets you rate responses.
  • The Stripe integration's Logs tab shows your organization's webhook activity.
  • Every organization has an "AI Users" role that can be assigned alongside other roles.
  • After registering a patient, admins can start a portal request for them straight from the completion screen.
  • User Details shows a linked provider chip with a shortcut to the provider record.

📈 Improvements​

  • Redesigned the invitation email new users receive for a cleaner, more polished look.
  • Patients now get clearer notifications in the portal when they receive a new message.
  • Improved the message composer, including a better fit on mobile devices.
  • Clarified default country settings and simplified options for solo-provider accounts.
  • Gave the registration payment step a roomier, cleaner layout.
  • Improved the home and dashboard layout for solo provider admins.
  • Refreshed the default Terms of Service and Privacy Policy language.
  • Added drag-and-drop support and clearer instructions to the asset upload experience.

🔧 Fixes​

  • Appointment invitation status now displays correctly in patient details and updates right after resending an invite.
  • Fixed an issue where some appointment updates weren't appearing in real time.
  • Fixed an issue where saving an appointment could accidentally un-cancel it.
  • Fixed recurring availability and out-of-office time not showing correctly on the schedule in certain cases.
  • Fixed a bug that could allow booking appointments during a provider's unavailable hours.
  • Fixed video calls failing to connect during virtual visits.
  • Fixed a checkout issue where discount information didn't display, and a payment-timeout issue affecting admin-created appointments.
  • Fixed email unsubscribe so admins don't need to include the custom event name in the unsubscribe link.
  • Fixed PDF documents failing to load correctly in the document viewer.
  • Fixed several Board view issues where cards could show stale or incorrect information after refreshing.
  • Fixed provider list pagination resetting unexpectedly while browsing.
  • Fixed several messaging inbox issues, including unread counts, conversation ordering, and background refresh interrupting active conversations.
  • Fixed exports so they now include all patients and appointments instead of only the first page.
  • Patients can now delete files they've uploaded.

June 2026 Updates​

✨ New​

  • Admins can now mark all messages as read directly from the messaging inbox.
  • The visual automation editor is ready for everyday use, with real message templates and working delays between steps.
  • The core-data financial report now includes when each patient completed registration, booked an appointment, and added insurance.

📈 Improvements​

  • Message composer controls have been simplified for a cleaner experience.
  • Month view now shows out-of-office blocks consistently.
  • Blank phone number entries are no longer saved to portal profiles.
  • Availability calendar now jumps to the next open date instead of showing no availability too early.
  • Patient portal config now follows the patient's assigned instance when they log in through a different URL.
  • Data export is available again in the dashboard, with CSV and FHIR JSON exports covering all patients and appointments.

🔧 Fixes​

  • Team inbox now shows messages for care team patients.
  • Unread conversations are surfaced correctly so the unread count clears as expected.
  • Messaging inbox now shows the full patient thread consistently, matching the patient profile view.
  • Messaging inbox keeps the expanded conversation list open after loading more conversations.
  • Messaging search now finds patient conversations without requiring Load More first.
  • Inbox thread order stays stable while moving between conversations, and message count badges load consistently.
  • Messaging no longer auto-refreshes while reading a conversation.
  • Board cards now display the patient name correctly, and card aging and order stay consistent without a refresh.
  • Provider profile task history reloads correctly when the selected owner changes.
  • Schedule no longer shows default hours for admins without a provider role.
  • Recurring availability now restores correctly after prior single-day exceptions or one-time blocks.
  • Registration now skips the payment step when no payment is configured.
  • Template previews now render the full email template content.
  • CSV import no longer crashes on invalid practitioner license dates.

May 2026 Updates​

✨ New Features​

Admin Landing Page Designer

  • Visual landing page designer lets admins build and edit their public landing page without code

AI Concierge

  • Concierge gained a full-action Admin Setup Assistant that can configure organization settings on request
  • New tool handlers across organization profile, features, and settings expand what Concierge can do
  • Concierge can now search platform documentation directly to answer admin questions
  • Improved onboarding/wizard routing and keyword detection make setup help more accurate
  • Concierge is now controlled by an organization-level feature flag; disabled by default and enabled per org

Authentication Upgrades

  • Software-based authenticator app (TOTP) is now supported as a multi-factor option alongside SMS
  • Existing users without an authenticator are prompted to set one up on next login
  • New multi-factor authentication setup guide is available in the platform security documentation

Home & Workspace Customization

  • Searchable widget library lets admins customize their home screen with the widgets that matter most
  • Refreshed home page with optional widgets
  • New Account Settings page consolidates personal preferences in one place
  • Task-count-by-owner dashboard widget gives a quick view of workload distribution

Scheduling & Workflow Additions

  • Patient scheduling can now enforce a maximum appointment limit per patient
  • Location selection is required before patients see time slots, and slots are filtered to that location's providers
  • Contextual Join Visit button appears for telehealth appointments that are imminent
  • Configure Options modal lets admins tailor service-request workflow steps
  • Manual card sort and configurable aging-date sort on the workflow board
  • Recurring availability blocks can be deleted as a single occurrence without removing the entire series
  • Workflow board filter-panel expansion now persists across visits

Patient & Communication Improvements

  • Patient notifications are now sent when an appointment is auto-cancelled because of a payment timeout
  • New admin toggle controls whether patients receive an email-confirmation notification on signup
  • Admins now receive in-app pop-up alerts for important notifications
  • Configurable option to disable gender-field collection during patient registration
  • Mobile-friendly admin patient details page for small screens
  • Birthday selector on patient registration replaced with mobile-friendly dropdowns
  • Inline mobile messaging composer with bottom-anchored reply space
  • Care team and patient overview pages now show practitioner photos more consistently

PDF Viewer & Documents

  • Redesigned PDF viewer with a full toolbar, zoom controls, page navigation, and fullscreen mode
  • Patient file uploads now detect connection failures and show a clear retry message in admin, portal, and registration upload flows

Tables & Admin UX

  • Replaced legacy data grids with the new Vuetify table system across admin
  • Admins can now resize columns in data tables
  • Provider profile and Custom Fields settings pages now scroll properly
  • Custom fields can be filtered by task type and are hidden from subtasks
  • Provider search now shows provider tags as colored chips and displays more tags before collapsing overflow
  • Provider search keeps open-task counts accurate while search results and task stats load asynchronously
  • Provider creation now handles common subscription plan names more reliably and shows clearer limit messages when a plan limit is reached

Subdomain Management

  • Solo-tier organizations can now claim and manage a custom *.launch.care subdomain
  • Subdomain availability can be checked before committing; validation enforces format rules and a reserved list
  • A change policy prevents rapid subdomain cycling after the initial free rename

📈 Improvements​

Scheduling Reliability

  • Duplicate appointments per service request are now prevented
  • Out-of-office blocks correctly assign to the right provider and no longer show as "Available"
  • Calendar timezone handling, week boundaries, and race conditions cleaned up across admin views
  • Manage Hours changes, schedule start dates, drag-and-drop edits, and single-occurrence availability edits now persist reliably
  • Full practitioner list now loads everywhere appointment assignees are picked
  • Stale schedule slots clear when a provider has no availability
  • Loading indicator appears when switching between providers
  • Empty-state guidance is shown when all availability blocks are removed
  • Recurring change state clears properly after Manage Hours saves
  • Reschedule reminders now use the organization's configured notification settings
  • Payment-timeout checks now re-check current settings before cancelling an appointment, so disabled timeout rules no longer act on stale schedules

Payments & Refunds

  • Appointment cancellation refunds now process correctly
  • Payment retry is allowed on cancelled or expired invoices
  • Stripe invoices can be generated for unpaid charges
  • Auto-cancel honors the portal workflow configuration and uses a valid Stripe refund reason
  • ServiceRequest payments are now found correctly during cancellation flows
  • Workflow validates that the appointment is still active before requesting payment
  • Stripe checkout sessions are now expired when an appointment times out, preventing payment completion on a cancelled booking
  • Financial reconciliation page now shows correct discount and original amounts (was displaying values 100× too small)
  • Patients are now blocked from paying for appointments that were cancelled or released while checkout was open
  • Payment-session-expired cancellation notifications now include the cancellation reason
  • Completed ServiceRequest payments now cancel any pending payment-timeout checks for linked appointments

Patient Portal & Registration

  • Recently viewed patients on the home page show the most recently viewed patient at the top, even across multiple tabs
  • Registration preserves proxy status, demographics, and extensions when navigating back
  • Coverage-area validation is more resilient so step 2 of registration isn't blocked by transient errors
  • Registration shows excluded states rather than long inclusion lists
  • Patient-facing views no longer show internal priority labels
  • Scheduling state is verified on workflow resume so patients aren't bounced to the wrong screen
  • Safari scroll issue in the registration workflow resolved — the flow now scrolls correctly on Mac/iOS
  • Patient identifiers can now be edited when opened from the admin messaging view; identifiers display with consistent compact styling
  • Clearing a country selection no longer shows an unsupported-location dialog

Messaging & Real-Time

  • Auto-refresh fallback for messaging views; transient iOS network errors are retried automatically
  • Incoming messages now show on mobile without a manual refresh
  • Watch/unwatch protections have stronger access checks
  • iOS reply composer layout aligned with Android
  • Patient demographics tab in the admin messaging view now loads correctly
  • Page title in the browser tab now shows "Messaging" correctly instead of "undefined"

Virtual Visits

  • Recovery flows for orphaned meetings now correctly handle patient arrival
  • Removed an incorrect "restore" message on initial join
  • Join recovery paths validate appointment access
  • "Patient Arrived" notifications now display the appointment time in the organization's timezone
  • Video resumes more reliably when returning to a virtual visit on Android
  • Pre-meeting connection testing is more reliable before a virtual visit starts

Notes, Tasks & Workflows

  • In-progress notes are preserved when the note list reloads
  • Blank lines in notes are kept when admins save
  • Task assignment notifications fall back to practitioner email when needed
  • Service request priority labels are consistent across views
  • Custom fields persist task-type restrictions correctly

Timeline & Activity

  • Appointment events no longer disappear from Recent Activity or the Timeline
  • Activity correctly attributes a cancellation to the actual canceller, not the assigned admin
  • Provider names display correctly in appointment lists instead of practitioner IDs

Branding & Theme

  • Theme selection persists across logins

Admin Navigation

  • API Clients page is now accessible from the admin sidebar (Platform Admins)
  • FTP integration tab is restored for Platform Admins on custom plans
  • Provider settings (roles, availability audit) are hidden in solo deployments where they don't apply

Reliability Fixes

  • Numerous smaller fixes across user profile navigation, notification preferences, identity removal, recurring availability, automation test sends, login session-expired messaging, and PDF/CSP viewer edge cases

March 2026 Updates​

✨ New Features​

Smarter Scheduling & Appointment Controls

  • Provider selector/filter now supports autocomplete + free-text search for faster scheduling
  • Added service request history tab in the service request details modal
  • Added schedule version history with audit events in schedule view
  • Added patient-side availability preview improvements for booking clarity

Notification Configuration Controls

  • Added org-level notification-type enable/disable toggle support (isEnabled)
  • Added stronger notification settings behavior so template and channel behavior are enforced consistently

📈 Improvements​

Reminder & Invitation Reliability

  • Missing-template behavior hardened so event notification handling is safer and more explicit
  • Channel handling improved to support independent behavior by channel and notification type configuration
  • Invitation recipient deduplication metrics and delivery visibility improved
  • Invitation failure details now use clearer, consistent human-readable values

Appointment Flow Improvements

  • Duplicate appointment creation protections expanded (session-level + backend guards)
  • Invitation notifications now defer until payment completion where payment policy requires it
  • Virtual visit rejoin and join-window UX improved for fewer patient/provider interruptions

Messaging & Communication Upgrades

  • Unread counters now clear reliably when viewing threads
  • Watcher management and recipient handling improved across messaging flows
  • Added fallback email behavior when patient user resolution fails
  • Improved timeline labeling and communication clarity in admin/patient messaging views

Platform Reliability

  • Improved error handling and response clarity for data validation
  • Import pipeline reliability improved (including stuck-processing prevention)
  • Improved reliability and visibility for troubleshooting across critical flows

Authentication & Session Stability

  • Improved force-login / MFA session continuity behavior
  • Better handling of expired or invalid auth session flows

🔧 Operational Enhancements​

  • Improved data handling to prevent accidental overwrites
  • Added guardrails for folder rule configurations
  • Improved payment webhook clarity around notification timing

February 2026 Updates​

✨ New Features​

Messaging & Collaboration Enhancements

  • Added watch/unwatch capabilities and improved watcher management across conversation flows
  • Added automatic watcher participation improvements when admins/providers engage in threads
  • Added patient portal and appointment UX refinements for clearer navigation and status context

Notification Management Improvements

  • Expanded notification template tooling and settings UX for easier channel-specific configuration
  • Added SMS testing support and channel-aware notification settings

📈 Improvements​

Scheduling & Appointment Experience

  • Improved reminder accuracy and reminder link behavior for patient portal flows
  • Improved appointment time handling and timezone rendering consistency
  • Improved round-robin/provider assignment safeguards and fairness logic

Virtual Visit & Real-Time Reliability

  • Improved virtual visit timing consistency and join behavior
  • Improved real-time connectivity and reliability

Security, Auth, and Session Handling

  • Improved expired-session handling and force-login continuity in auth flows
  • Hardened role-based authorization consistency for admin access

Operations & Release Hardening

  • Multiple release fixes to stabilize invitation delivery and payment-related notification paths
  • Improved incident investigation visibility

January 2026 Updates​

✨ New Features​

Scheduling Intelligence & Workflow Flexibility

  • Enhanced scheduling controls and workflow options for appointment operations
  • Expanded automation and reporting support for operational workflows

Communication & Notification Foundations

  • Broadened notification infrastructure for multi-channel messaging and template handling
  • Improved fallback behavior and delivery-path robustness for communication workflows

📈 Improvements​

Platform Stability & Quality

  • Improved system resilience through reliability-focused fixes across scheduling, messaging, and notification pipelines
  • Increased observability and diagnostics coverage in high-noise failure paths

December 2025 Updates​

✨ New Features​

Automatic Virtual Visits

  • Administrators can now configure the platform to automatically add virtual visit capabilities to all scheduled appointments
  • When enabled, every appointment automatically has a secure video call session created
  • Patients automatically receive email invitations with join links, technical requirements, and calendar invites
  • Configure via Settings > Scheduling > Video Calling section

Patient Arrived Notifications

  • Providers now receive real-time notifications when patients join virtual visits
  • Supports multiple notification channels: in-app, email, SMS, and browser push notifications
  • Appointment status automatically updates to "arrived" when patients join
  • Configurable per-user notification preferences with smart defaults for admin users

Enhanced Provider Load Balancing

  • New load balancing strategies for automatic appointment distribution: Round-Robin, Least-Loaded, Random, and Weighted
  • Service-specific strategy overrides for different appointment types
  • Configurable assignment windows and maximum daily assignments per provider
  • Provider weight configuration for weighted distribution strategies

Appointment Assignment Notifications

  • Providers receive notifications when assigned to appointments with confirm/decline options
  • In-app notifications include action buttons for immediate response
  • Email notifications include direct action links for confirmation
  • Smart defaults ensure admin users receive notifications even without explicit preferences

Portal Requests (formerly Portal Workflows)

  • Renamed and enhanced portal workflow system with registration recovery capabilities
  • Automatic progress tracking preserves patient data between sessions
  • State-based service availability filtering shows patients only relevant services
  • Enhanced dependent registration allows patients to add family members from the portal

Browser Push Notifications

  • Real-time browser push notifications for important events
  • Supports Chrome, Firefox, Safari, Edge, and mobile browsers
  • Configurable per-user notification preferences
  • Works even when the application is not open

📈 Improvements​

Scheduling Enhancements

  • Enhanced scheduling settings page with dedicated tabs for General, Notifications, Provider Load Balancing, and Healthcare
  • Improved workflow-level controls for calendar view mode, booking windows, and participant selection
  • Better conflict prevention with real-time validation and alternative suggestions

Documentation Updates

  • Comprehensive documentation for virtual visits including automatic creation and patient notifications
  • Detailed provider load balancing documentation with strategy comparisons
  • Updated scheduling documentation with appointment assignment notification details
  • New Portal Requests documentation with registration recovery and dependent registration guides

August 2025 Updates​

✨ New Features​

Enhanced Healthcare Services Management

  • Visual Icon Selection: Introduced icon picker for healthcare services with Material Design Icons library integration
  • Payment Integration: Direct integration with Stripe payment products for service-based billing configuration
  • Service Type Categorization: Multi-select service type assignment for better service organization and filtering
  • Improved User Interface: Redesigned service configuration form with better spacing and intuitive layout
  • Extended Data Support: Added support for payment product ID, service icons, and estimated duration tracking

June 2025 Updates​

🚀 Major New Features​

Advanced Care Team Management

  • Introduced comprehensive care team management capabilities with built-in version control and conflict resolution
  • Enhanced compliance with full care team resource support and real-time synchronization across all connected systems
  • Intelligent conflict detection and user-friendly resolution for concurrent modifications
  • Comprehensive audit trail for all care team modifications and compliance tracking

Enhanced Provider Role Management

  • Launched advanced provider role management system with intelligent availability scheduling and automated validation
  • Fixed scrolling issues and improved user interface for better navigation and usability
  • Enhanced role configuration with comprehensive validation and conflict detection
  • Automated role assignment workflows with validation and approval processes
  • Streamlined provider workflow management to improve care coordination efficiency

Enhanced SurveyMonkey Integration

  • Improved SurveyMonkey automation with priority contact handling for better patient engagement
  • Enhanced contact information processing with priority-based routing and validation
  • Automated contact validation and enrichment integrated with patient management workflows
  • Comprehensive event type support for survey responses, collector updates, and contact changes

Advanced Performance Optimization

  • Dynamic cache versioning system with intelligent cache management for improved application performance
  • Enhanced reporting integration with caching, retry logic, and performance optimization
  • Optimized search operations with improved performance and batch processing capabilities

📈 Improvements​

Search & Discovery

  • Enhanced search functionality with partial matching for provider specialties and tags
  • Improved case-insensitive search performance for faster results

Task & Workflow Management

  • Streamlined task management with better subtask handling and improved board views
  • Enhanced automation system reliability for consistent workflow execution
  • Improved email template management for more reliable campaign delivery

User Experience

  • Fixed mobile registration form alignment for better iOS experience
  • Improved date/time picker functionality for appointment scheduling
  • Enhanced board interface with better loading states and visual feedback

Communication & Notifications

  • Improved SMS delivery reliability across automation workflows
  • Enhanced secure messaging for new patient communications
  • Better email notification management for administrative tasks

🔧 Technical Enhancements​

Performance & Reliability

  • Enhanced application performance through improved caching strategies
  • Better error handling and system monitoring capabilities
  • Significant infrastructure optimizations

Data Management

  • Improved data integration with better resource filtering
  • Enhanced patient data management with automatic reference updates
  • Better license management system preventing data overwrites

Security & Compliance

  • Strengthened authentication systems across all components
  • Enhanced data validation for improved system integrity
  • Better handling of patient privacy and security requirements

🐛 Resolved Issues​

Form & Data Entry

  • Fixed multiple choice form fields saving only single responses
  • Resolved email template display issues in automation configuration
  • Fixed patient form visibility in patient profiles

Board & Task Management

  • Resolved board filter issues requiring page refreshes
  • Fixed assignee filtering functionality
  • Eliminated perpetual loading states on empty board columns

System Stability

  • Fixed campaign date parsing issues
  • Resolved automation filter persistence problems
  • Improved task notification handling to prevent duplicates

April 11th, 2025​

We've made several improvements to make your experience better. Here's what's new:

🆕 New Features​

  • Document Viewer: Added a simple document viewer for your patient files, making it easier to access and review important documents. This is a Beta feature, and we're eager to hear your feedback!
  • Analytics & Reporting: General user experience improvements and bug fixes.

✨ Improvements​

  • Significant Performance Improvements: Improved performance and responsiveness, making the platform more stable and user-friendly.
  • Faster File Handling: Made improvements to how patient files are uploaded and viewed, resulting in a smoother, quicker experience. More improvements coming soon!
  • Better Data Import: Importing patient data is now more efficient and accurate, especially for contact information.
  • File Name Consideration for Matching: File names are now considered when identifying field mappings and matching patient records, ensuring more accurate imports and detection on new files.
  • Improved Campaign Management: The interface for managing your campaigns has been enhanced, with better guidance and error messages to help you create effective campaigns.
  • Enhanced Security: Updated our security measures to better protect your data and provide improved error handling.

🐛 Bug Fixes​

  • Task Due Dates: Fixed an issue where task due dates weren't saving correctly due to timezone problems.
  • Assignee Selection: Resolved a problem where duplicate assignees could appear in selection lists.
  • Data Handling: Improved how we process various types of data to ensure more accurate and consistent results.

March 4th, 2025​

We've made several improvements to make your experience better. Here's what's new:

🆕 New Features​

  • Cards: Added due date to cards.
  • Automation: Automation list improvements.
  • Campaigns: Campaign stat interface improvements.
  • Notification Paging: Fixed notification paging interface to display accurate counts.
  • Admin Notifications: Skip email/SMS notifications for admins until first login.
  • Enhanced Reporting Interface:
    • Redesigned report search interface with improved filtering and navigation.
    • Advanced report editing tools with real-time previews.
    • Intelligent report summarization technology for report descriptions.
  • Draft Management System for Reports:
    • Auto-save functionality (every 60 seconds).
    • Draft recovery dialog.
    • Draft status indicator.
    • Automatic draft cleanup after successful save.

🐛 Bug Fixes​

  • Assignee Dropdown: Fixed assignee dropdown.
  • Imports: Support for M/F for gender on imports.
  • Task Types: Fixed issue with deleting task types.

January 30th, 2025​

We've made several improvements to make your experience better. Here's what's new:

✨ Improvements​

  • Communication System: Comprehensive upgrade to telecom and phone number management, supporting multiple contact methods and improved verification processes.
  • Task Management: Enhanced task interface with task type defaults and sorting, and a new upcoming tasks widget, helping users better plan and manage their workload.
  • Data Quality: Strengthened data validation in batch imports to prevent errors and ensure data accuracy, with improved error reporting and handling.
  • Workflow Automation: Enhanced automation processor with more powerful filtering options, enabling more precise and flexible automated workflows.
  • User Experience: Improved user interface responsiveness and performance optimizations for a smoother and more efficient user experience.
  • Data Import: Enhanced data import list to increase the lookback period and number of displayed imports, improving data tracking and management.
  • Board View: Increased the total number of tasks displayed on the board and improved sorting for better visibility and task management.
  • Duplicate Patient Reporting: Improved duplicate patient detection and reporting, helping users identify and resolve duplicate patient records more effectively.
  • In App Notification Settings: Added new notification settings for in-app notifications, allowing users to customize their notification preferences.

🐛 Bug Fixes​

  • File Operations: Resolved critical file access issues in CSV generation, ensuring reliable export of large datasets.
  • Contact Management: Fixed persistent issues with saving and deleting telecom entries, providing more stable contact information management.
  • Integration Stability: Improved error handling in Zendesk integration for more reliable ticket synchronization and better error reporting.
  • Patient Onboarding: Enhanced phone number collection during patient registration, fixing validation issues and improving data accuracy.
  • Task Organization: Addressed task sorting and duplication problems, ensuring tasks appear correctly and aren't inadvertently duplicated.
  • Administrative Tools: Fixed issues in the admin registration interface for a smoother user creation process.
  • Default Board Limitation: Resolved an issue where users could set more than one default board.
  • Campaign Save Error: Fixed an error that occurred when saving a new campaign with existing templates.
  • Patient Registration: Addressed a bug where registering a new patient while logged in as an admin could cause errors.
  • Custom Fields Missing: Resolved an issue with missing custom fields on the patient profile.

November 25th, 2024​

We've made several improvements to make your experience better. Here's what's new:

✨ Improvements​

  • Campaign Segment Accuracy: Improved estimates for campaign segments, ensuring more reliable and precise reporting.
  • Readable Timeline Events: Patient timeline events now display in an intuitive date and time format, replacing the technical ISO 8601 standard.
  • Enhanced Message Templates: Import and export message templates seamlessly with enhanced functionality.
  • Condition Mapping: Added support to import, map, and view patient conditions directly within the platform.
  • Custom Field Visibility: Patient custom fields now display more clearly and prominently in the patient profile.
  • Resource Matching: Optimized logic for merging and matching resources to reduce duplication and ensure consistency.
  • Home Task Charts: Added a 30 day lookback to the home task charts for better task tracking and management.

🐛 Bug Fixes​

  • Appointment Board Loading: Resolved issues with bad appointment data that prevented the board from loading properly.
  • Back Button Navigation: Fixed navigation glitches with manual registration back buttons for a smoother user experience.
  • Task Creation Errors: Addressed the "Invalid time value" error when creating tasks.
  • Organization Setup: Resolved saving errors during the creation of new organizations.
  • Custom Field Saving: Fixed an issue preventing patient custom fields from saving correctly.
  • Prevented Duplicate Actions: Ensured the "Continue" button on page 2 of registration can't be clicked multiple times.
  • Patient Instance Assignment: Resolved an issue where patients could be created without being assigned to an instance.
  • Admin Creation Updates: Fixed new admin creation to ensure user cache clears as expected.
  • Provider List Errors: Addressed errors when viewing locations within provider lists.
  • Side Scrolling in Profiles: Improved side scrolling in the patient profile drawer for better usability.
  • Duplicate Sync Entries: Removed duplicate "sync" entries for a cleaner interface.
  • Subtask Completion: Fixed an issue where edited subtasks weren't saving completion status properly.
  • Provider Uploads: Updated qualification formatting to ensure compatibility with provider uploads.