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.
New Authorization Report
The new Authorization Report allows you to view all active authorizations within a given date range and have an overview of how many units are kept, available, remaining, upcoming, and more per authorization.
Sorting of Client Portal Appointments
When a client views their list of upcoming appointments in the client portal, the appointments will now be displayed so the next upcoming appointment will be displayed first.
Invoice Saving Options
When working on an invoice, clicking the Save button will save the invoice and return you to the client’s ledger. Additionally, a new option is available under the Save button drop-down allowing you to save and stay on the invoice.
Deleting Prospective Clients
Corrected an issue where clients couldn’t be deleted from the Prospective Clients list.
Assign Staff to Prospective Clients
Staff members can be assigned to prospective clients and will automatically be assigned to the client if the client is activated.