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.
Non-Billable Service Types
Non-billable service types can now be created for your organization! Non-billable service types can be added to appointments and events and will also appear in the Payroll report. Click here to learn more.
Supervisor Settings for Progress Notes
If a staff member’s supervisory review settings is set so the supervisor must review and approve all notes, the staff member is now able to apply their signature as expected after the note has been approved by the supervisor.
Email Sent for Site Shortname Changes
An email will be sent with the new login URL to all active staff if the organization’s site shortname has been changed so staff know where to go to log in.
Balance Split on Agenda
The Balance Due on the Agenda has now been split to display the Client Balance Due and the Insurance Balance Due so you can easily see how much the client owes.