Release Date:October 23, 2019
Changes were made to the following elements of the SPC.
Opportunity Management
Calendar
Billing

Opportunity Management

Updated list of Last Activity items on Pipeline Manager

In the Pipeline Manager, your pipeline results will no longer include contacts whose last activity was a Broadcast Email sent between the date range specified.

Calendar

See Cancelled Appointments on Calendar

In the Calendar, there is now a toggle switch labeled “Show Cancelled Appointments” that will allow you to resurface cancelled appointments to the Calendar

Configure appointment background and text colors

Users can now configure custom background and text colors for appointment types that will display on the Calendar. To configure this, go to Configuration in the main navigation menu, and select Calendar. Click into an appointment type to make changes to the background and text color. Click the color box on ‘Appointment Type Background Color’ and ‘Appointment Type Text Color’ to display the color wheel to select a color. A preview is available below the color settings so you can see how the appointment will display on the calendar.

Schedule appointments for multiple calendars

When scheduling an appointment on the Calendar, you are now able to select multiple providers from the Provider drop down. When making changes to the appointment, changes will be reflected on all provider calendars.

Configure appointment reminder settings by appointment type

In the Appointment Type configuration settings, you can now configure default email and text message reminders per appointment type. Simply toggle the ‘Enable Email Reminder’ and ‘Enable Text Reminder’ switches to on and select which campaign you would like to use.

Disable appointment reminders per appointment

When creating a new appointment on the Calendar, users now have the ability to turn on/off appointment reminders. These settings will automatically default once an appointment type is selected. Previous appointments will not display these toggle switches as those reminders have already been scheduled.

Billing

Bill multiple packages on the same bill

Users can now sell multiple packages of the same on one bill and credits will be accrued.

Redeem multiple program credits on the same bill

Users now have the ability to use more than one program credit on a bill.

‘Prepared by’ user shown on quotes and bills

On the bill screen, bill print outs, and bill emails, the user that prepared the bill is now displayed.

Patient Coordinator shown on quotes and bills

On the bill screen, bill print outs, and bill emails, the patient coordinator on the bill is now displayed.

Receipt Option remembered on Payment dialogue

When taking a payment, the Receipt Option is now remembered per user on the Payment Modal.

Prompt user to email bills and quotes

When emailing a bill or quote, the user is now prompted with a warning to confirm the user’s email before sending the email.