CareLink System Release Notes

Release Date Release Notes
7.1.6 Mar 22, 2024
  • EMR Id Now appears in Search Bar Results
  • New Setting "Include Linked Providers" in Scheduling Wizard "Max Distance from Nearest Patient"
  • Filter Call Lists by Patient Last Visit Date
  • Ability to Set Maximum Visits per Day by Appointment Type and by Day of Week
  • Ability for Customers to edit / append support tickets
  • Usability Improvements
  • Bug Fixes

7.1.5 Mar 15, 2024
  • Ability to Edit Driving Optimizater Locations
  • Improved Logon Screen for Mobile Users
  • Add Start and End locations on Mileage Calculation
  • New Configuration Settings for Schedule Wizard
  • Call List Page Load Improvements
  • Server Patches
  • Usability Improvements
  • Bug Fixes

7.1.4 Feb 23, 2024
  • Advanced MD Integration Improvements
  • Export all Patient Custom Fields
  • Server Patches
  • DB Performance Improvements
  • Add Result code fitler to Encounter Export
  • Add Appointment NO SHOW to Patient Activity Log
  • Usability Improvements
  • Bug Fixes

7.1.3 Feb 23, 2024
  • Add an option to import providers as inactive
  • Ignore Appointment Types to retain patient in new patient workbook
  • Server Patches
  • Usability Improvements
  • Bug Fixes

7.1.2 Feb 9, 2024
  • Add Drive Time to Mileage Report
  • Include all patient visit frequencies in patient export
  • Remove future appointments via file import
  • Add practitioner custom fields to practitioner download export
  • Ablility to remove provider assignment via bulk import
  • Usability Improvements
  • Bug Fixes

7.1.1 Feb 3, 2024
  • Day of Week Tag Constraints
  • Acuity Level and Filter to New Patient Workbook
  • Forward looking 5 Weeks only on Calendar Availability View
  • More Standardized Provider Sorting (first name last name)
  • Add encounter Carelink patient ID and created by username to encounter export
  • 5 Additional Patient Custom Fields
  • User Setting to Remove Ability to Override Scheduling Constraints
  • Patient Tag Highlighting (will show patient tag on top of patient chart page if tag highlighting option is selected)
  • Expiring Tags
  • Ability to Set All Provider Non Working Dates by Individual Office
  • Practitioner Day of Week Scheduling Note
  • Add Zip Code(s) to Advanced Patient Search
  • Athena Schedule Interface Improvements
  • Server Patches
  • Usability Improvements
  • Bug Fixes

6.9.6 Jan 19, 2024
  • Show E-Visit or Mobile Constraints on Calendar Availability View
  • Patient Self Unsubscribe from Emails
  • Delete Patient Readings after 1 Year
  • Server Performance Improvements
  • Usability Improvements
  • Bug Fixes

6.9.5 Jan 13, 2024
  • Add Patient Tag from Encounter Page
  • Database Performance Improvements
  • Usability Improvements
  • Bug Fixes

6.9.4 Jan 6, 2024
  • Call List Improvements
  • Waitlist Scheduling Improvements
  • Athena Interface supports Multiple Provider Types
  • Usability Improvements
  • Bug Fixes

6.9.3 Dec 30, 2023
  • Improved Company Dashboard Report
  • Save Encounter Call Lists
  • Block Sending to Patient Email Address
  • Bug Fixes

6.9.2 Dec 26, 2023
  • Edit Schedule Check in / Check Out Times
  • Provider Calendar Availability View
  • Usability Improvements
  • Bug Fixes

6.9.1 Dec 15, 2023
  • Disable Schedule from Overlapping (optional)
  • Driving Optimizer Improvements
  • Active Patient List Import
  • Patient Insurance and Eligibility Import
  • Better Routing Support for Linked Providers
  • Schedule Wizard Improvements
  • Schedule Lock used in Multi Day Bulk Scheduling
  • Usability Improvements
  • Bug Fixes

6.8.8 Dec 12, 2023
  • Schedule Wizard Improvements
  • Patient Geo Coding Improvements
  • Encounter Improvements
  • Import Encounters
  • Usability Improvements
  • Bug Fixes

6.8.7 Nov 22, 2023
  • Day of Week Location Constraints for Providers
  • Encounter Result Codes
  • Additional Patient Custom Field Features
  • Create Encounter from Waitlist
  • Patient SMS Consent Import
  • Usability Improvements
  • Bug Fixes

6.8.6 Nov 22, 2023
  • Custom Field Searches
  • Single Sign On (SSO) Improvements
  • Interface Reliability Improvements
  • Server Patches
  • Bug Fixes

6.8.5 Nov 9, 2023
  • Database Performance Improvements
  • Static Map Rendering Improvements
  • Mobile App Improvements
  • Create Encounter Improvements
  • Configuration Logging for Provider Break Time Changes
  • Usability Improvements
  • Bug Fixes

6.8.4 Nov 4, 2023
  • Database Performance Improvements
  • Create Call Lists from Patient Encounters
  • Remove Deprecated Analytics Tracking
  • Usability Improvements
  • Bug Fixes

6.8.3 Oct 27, 2023
  • Database Performance Improvements
  • Athena Integration Additional Patient Contact Mapping
  • Usability Improvements
  • Bug Fixes

6.8.2 Oct 19, 2023
  • Database Performance Improvements
  • Disable Demographic Updates in Admin Area for EMR Integrated Accounts
  • Additional Athena Integration Capabilities
  • Usability Improvements
  • Server Patches
  • Bug Fixes

6.8.1 Oct 15, 2023
  • Additional Security and Configuration Change Logging
  • Usability Improvements
  • Server Patches
  • Bug Fixes

6.7.9 Sept 30, 2023
  • Advanced MD API Interface Updates
  • Usability Improvements
  • Server Patches
  • Bug Fixes

6.7.8 Sept 14, 2023
  • Improve Single Sign On (SSO) Integration
  • Okta IPD SSO Integration
  • Improved Diagnostics
  • Bootstap Framework Upgrades
  • Server Patches
  • Bug Fixes

6.7.7 Sept 8, 2023
  • Improved Password Reset Reminder Notifications
  • Add to Waitlist / Dispatch Queue from Mobile App
  • Disable Patient Edits from Mobile App Setting
  • Add Inactive Patient Filter to Census Reports
  • Bootstap Framework Upgrades
  • Server Patches
  • Bug Fixes

6.7.6 Aug 25, 2023
  • Improved Location Based Mobile App Check In
  • Bug Fixes

6.7.5 Aug 19, 2023
  • Advanced MD Interface Bug Fix
  • Waitlist / Dispatch Usability Improvements
  • Bootstap Framework Upgrades
  • Server Patches
  • Bug Fixes

6.7.4 Aug 11, 2023
  • Patient Appointment Confirmation Improvements
  • Log IP Address on Patient Appointment Confirmation
  • Appointment Type Download
  • Advanced MD Interface Improvements (Checkout Status)
  • Add Provider ID to Practitioner Download
  • Disable Reminders from Mobile App Setting
  • Default Unchecked Delete from Waitlist / Dispatch Setting
  • Bootstap Framework Upgrades
  • Server Patches
  • Bug Fixes

6.7.3 Aug 4, 2023
  • Additional Insurance Filtering
  • Waitlist Due Date Filtering
  • Bootstap Framework Upgrades
  • Server OS Upgrades and Patches
  • Bug Fixes

6.7.2 July 28, 2023
  • Add Custom Fields to Patient Export
  • Add Community Filter to Overdue Patients Report
  • Advanced MD Self-Service Configuration Mapping Links
  • Dr Chrono Self-Service Configuration Mapping Links
  • Mod Med Self-Service Configuration Mapping Links
  • Server OS Upgrades and Patches
  • Usability Improvements
  • Bug Fixes

6.7.1 July 23, 2023
  • Installed Updated Bootstrap and jQuery UI Frameworks
  • Security Improvements
  • New Mobile App Version (11) for Android App Store
  • Usability Improvements
  • Bug Fixes

6.6.5 July 15, 2023
  • Deprecate Drip Icons
  • Schedule Custom Fields
  • Additional 5 Provider Types
  • Patient EMRID and Custom Field Edits Limited to Sysadmin
  • Usability Improvements
  • Bug Fixes

6.6.4 July 9, 2023
  • Patient Custom Field Values displayed on Patient Page
  • Editable Patient Custom Field Values in Admin Area
  • Server Load Balancing Improvements
  • Bug Fixes

6.6.3 June 29, 2023
  • Schedule Lock and Unlock Improvements
  • Faster Notification of Bounced SMS Messages to Patients and Additional Patient Contacts
  • Custom File Interface Improvements
  • Database Improvements
  • Server Patches
  • Bug Fixes

6.6.2 June 25, 2023
  • Send Custom SMS messages via Admin Area
  • Allow Office User Profile to Manage Facility / Community Settings
  • Remove patient from Waitlist options - Immediately or 1 day after appointment is complete.
  • Bug Fixes

6.6.1 June 17, 2023
  • Virtual and Patient Home E-Visit Location Routing
  • Sightcall.com Integration Improvements
  • Waitlist Scheduling Improvements
  • Custom Field Value Placeholders
  • Import Due Date on Waitlist Queues
  • Usability Improvements
  • Bug Fixes

6.5.7 June 9, 2023
  • ECW Resource Scheduling Integration Improvements
  • Updated Athena Integration to Include +4 Zip Code Field
  • Now Allow up to 35 appointment types (by Request)
  • Waitlist / Dispatch Scheduling Improvements
  • Waitlist Scheduling Add Visit Due Date
  • Appointment Types Sort Order
  • Turn on/ off schedule Fax at Facility Level
  • Improved Phone Number Formatting
  • Printed Schedule Format Improvements
  • Usability Improvements
  • Bug Fixes

6.5.6 May 27, 2023
  • Sightcall.com Integration
  • EMR Integration E-Visit Mapping
  • Waitlist / Dispatch Improvements
  • Additional Visit Frequencies
  • Dr Chrono Integration Improvements
  • Server Patches
  • Usability Improvements
  • Bug Fixes

6.5.5 May 13, 2023
  • PHP 8.2.5 Upgrades
  • Additional SMS Log Search Parameters
  • Email pdf to MA via Mobile App
  • 3rd Party Reverse Geo Address Search
  • Schedule Weekly Map View Improvements
  • Server Patches
  • Usability Improvements
  • Bug Fixes

6.5.4 May 5, 2023
  • Add Provider Colors to Patient Geo Search
  • Import All Provider Non Working Days
  • Show Non Working Day for All Providers on Schedule
  • Advanced MD API Configuration Improvements
  • Server Patches
  • Download HL7 log
  • Bug Fixes

6.5.3 Apr 27, 2023
  • Dr Chrono API Integration Complete
  • Automatically Send New Appointment Messages +x Days After Creation
  • Patient Phone Number Display Improvements
  • Server Patches
  • Facility Phone Number shown on Mobile App
  • Bug Fixes

6.5.2 Apr 21, 2023
  • Dr. Chrono and Kareo API Integration Improvements
  • Read Only Profile Improvements
  • Create Follow Up Appointment from Mobile App
  • Patient Activity Log Improvements
  • Usability Improvements
  • Bug Fixes

6.5.1 Apr 15, 2023
  • Dr. Chrono API Integration
  • Patient Acuity Import
  • Usability Improvements
  • Bug Fixes

6.4.9 Mar 31, 2023
  • Updated 2020 Census Zip Code Overlay Mappings
  • Track User Failed Logon Attempts to Lock Account. View User Last Logon Date / Time
  • Bug Fixes

6.4.8 Mar 31, 2023
  • Create Monthly and Weekly Recurring Provider Breaks
  • New Support for 1 Recurring Break and 1 Scheduled Date Break by Provider
  • Import Provider Break Times
  • Improved All Phone Number Formatting
  • Care Management Time Import (Collaboration Module)
  • Usability Improvements
  • Bug Fixes

6.4.7 Mar 24, 2023
  • Park Whiz Integration on Mobile App
  • Assign Reminders Limit Setting to Office and MA Profile
  • Import Patient Delete List
  • Database Performance improvements
  • Usability Improvements
  • Bug Fixes

6.4.6 Mar 17, 2023
  • Disable Provider Check in Prompt on Mobile App (Optional)
  • Patient demographics .csv file integration improvements
  • Driving Time on Scheduling Wizard
  • Bug Fixes

6.4.5 Mar 10, 2023
  • Database Performance Improvements
  • Mobile App Patient Photo Improvements
  • Bug Fixes

6.4.4 Mar 3, 2023
  • Track Patient Acuity Levels
  • Additional Schedule Backend Logging
  • Usability Improvements
  • Bug Fixes

6.4.3 Feb 24, 2023
  • Schedule Appointment Type within Timeframe or Else Show Overdue
  • Limit Users to Specific Company Views (Enabled by Request)
  • Office Users Manage Provider Profiles (Enabled by Request)
  • Limit Providers to View Own Patients and Schedule in Admin Area (Enabled by Request)
  • Additional Overdue Report Filtering
  • View Patients on Hold in Patient Search
  • Add Patient Contact Information on Specialist Order to Mobile App
  • Waitlist Queue Management Improvements
  • Usability Improvements
  • Bug Fixes

6.4.2 Feb 17, 2023
  • Schedule Appointment Type within Timeframe or Else Show Overdue
  • Server Patches
  • Usability Improvements
  • Bug Fixes

6.4.1 Feb 10, 2023
  • Linked Provider Accounts (Enabled by Request)
  • Search Patients Limited to Office Filter
  • Check Out Providers on Edit Schedule
  • Usability Improvements
  • Bug Fixes

6.3.7 Feb 3, 2023
  • PatientID added to Patient Activity Download
  • SSL Server Updates
  • Ability to Block Send Welcome Email to New Accounts
  • SMS Template Change Logging
  • Bug Fixes

6.3.6 Jan 27, 2023
  • Mobile App FMA Remember Device Length Setting
  • Data Extract (ETL) Improvements
  • Automated New Appointment Messaging
  • New Patient Workbook Improvements
  • Multi Day Bulk Scheduling Usability Improvements
  • Notification of New Orders Sent via Mobile App
  • Provider Import Improvements
  • Usability Improvements
  • Bug Fixes

6.3.5 Jan 21, 2023
  • Mobile App Multi Factor Authentication (MFA)
  • Visit Reminder for Confirmed Appointments SMS Message Template
  • French Language SMS Support
  • Bulk Change Patient Appointment Times and Durations
  • Advanced MD File Upload Improvements
  • Location Refresh on Mobile App Patient Check In
  • Improved Email Bounced Attempts Logic
  • Allow Patients in Multiple Dispatch Queues (Optional)
  • Usability Improvements
  • Bug Fixes

6.3.4 Jan 13, 2023
  • Automated SMS Consent
  • Patient County Filters in Bulk Scheduling (Optional)
  • MRN Search on Mobile App
  • Usability Improvements
  • Bug Fixes

6.3.3 Jan 7, 2023
  • Import Patients to Waitlist
  • Server Performance Improvements
  • Set Do Not Schedule Patient Before Date
  • Set Default Appointment for New Patient Workbook Scheduling
  • Additional Patient Contacts Import via hl7 Interface
  • Active / Inactive Text Message Templates
  • Ability to Delete all Future Patient Scheduled Appointments from Mobile App (If Enabled)
  • Usability Improvements
  • Bug Fixes

6.3.2 Dec 31, 2022
  • Set Patient Language Preference
  • Spanish Language SMS Message Templates
  • Community Fax Schedule Customizations
  • Improved Session Timeout Behavior
  • Improved Time Zone Handling
  • Usability Improvements
  • Bug Fixes

6.3.1 Dec 17, 2022
  • Improved Session Handing
  • Usability Improvements
  • Bug Fixes

6.2.9 Dec 17, 2022
  • Patient Address Validation (Beta)
  • MA Mobile App Select Directions Provider
  • MFA Improvements
  • Unbounce Provider Cell Phone Numbers
  • Use Company Filters in Visits and Unseen Patients Reports
  • E-visit Routing Optimization Options (Provider Home, Provider Office)
  • Improved Interface Error Alarms
  • Driving Time Duration in View Schedule and Route Optimization Results
  • New Patient Workbook Improvements
  • Set Optimizer Start Time Location
  • Import User Office Preference
  • Integration Server Patches
  • Usability Improvements
  • Bug Fixes

6.2.8 Dec 9, 2022
  • Put Patient on Hold
  • Improved Patient Readings Function
  • Server Patches
  • Enable Surveys and Checklists in System Settings
  • Apply Office Filters to Encounters
  • Patient Geo Search
  • Unbounce System User Emails
  • Usability Improvements
  • Bug Fixes

6.2.7 Nov 19, 2022
  • MFA Improvements
  • Aprima Interface Improvements
  • Store Patient Counties (Interface Only)
  • Improve Overdue Patient Calculation
  • Faster Clustering Algorithm (Multi-Day Bulk Scheduling)
  • Patient Cluster Smoothing (Multi-Day Bulk Scheduling)
  • Improved SMS Sending
  • Check in All Facility Patients at one time (Mobile App)
  • Store Last 10 Patient Records Viewed
  • Mobile App Usability improvements
  • Usability Improvements
  • Bug Fixes

6.2.6 Nov 5, 2022
  • Schedule Wizard Improvements
  • No Show Details on Patient Page
  • Bulk Schedule Improvements
  • Patient Confirmation Surveys
  • Usability Improvements
  • Bug Fixes

6.2.5 Oct 28, 2022
  • Open API Updates
  • Max Working Hours Scheduling Constraint for Providers
  • Configure Setting SMS Send Time of Day
  • Usability Improvements
  • Bug Fixes

6.2.4 Oct 20, 2022
  • Open API Updates
  • Hl7 Store Patient Data Readings
  • Additional Custom SMS Messages
  • Recurring Schedule Improvements
  • Usability Improvements
  • Bug Fixes

6.2.3 Oct 8, 2022
  • Schedule Support from Help Page
  • Improved Patient and Schedule API Web Hooks
  • Multi Bulk Schedule Constraint Checks
  • Store Patient Insurance on Schedule Module
  • Provider Insurance Constraints
  • Provider Filter on Assign Patient to Closest
  • Add Provider to Map on Multi-Provider Bulk Scheduling
  • Mileage Last to Home on Mileage Report Export
  • Usability Improvements
  • Bug Fixes

6.2.2 Oct 1, 2022
  • Multi Provider Bulk Patient Scheduling
  • Add {{location}} tag to SMS template builder
  • Edit Appointment Location from Mobile App
  • Copy Schedule Capability
  • API Webhook Improvements
  • Advanced MD API Improvements
  • Athena Hl7 ADT Interface Improvements
  • Patient Export Report Improvements
  • User Defined Password Reset Settings
  • Fix Facility Portal Logout Timing Issue
  • Usability Improvements
  • Bug Fixes

6.2.1 Sept 16, 2022
  • Waitlist Scheduling Usability Improvements
  • Copy Schedule Capability
  • Send Inquiries from Patient Portal
  • Mileage Report Improvements
  • Bug Fixes

6.1.9 Sept 10, 2022
  • Provider Utilization Report (Beta)
  • Mod Med API Integration
  • Better Partner API Health Monitoring
  • Time Zone Tag to SMS Template Builder
  • Usability Improvements
  • Bug Fixes

6.1.8 Sept 2, 2022
  • Improved Hl7 Interface Customization Capability
  • Retrigger Facility Schedule Faxes
  • Check In Appointments from Admin Area
  • 90 Day Non Work Day Look ahead on Mobile App
  • Email PDF of Schedule from Mobile App
  • Improved Street View Loading Performance
  • Usability Improvements
  • Bug Fixes

6.1.7 Aug 20, 2022
  • Session Timeout Improvements
  • Custom Optimizer Locations added to Map
  • Reminders and Post Appointment Messages Changed to Work Days
  • Improved database performance
  • Bug Fixes

6.1.6 Aug 12, 2022
  • Upgraded Server Memory and Compute Capacity
  • Improved Server Load Balancing and Failover
  • Improved database performance
  • Server Security Patches
  • Usability Improvements

6.1.5 Aug 9, 2022
  • Checklists and Surveys (Enabled by Request)
  • Improved database performance
  • Bug Fixes

6.1.4 July 27, 2022
  • Street View on Mobile App
  • Appointment Type Override Overdue Parameter
  • Add Create Reminder Option when adding Encounters
  • Better Server Over utilization Monitoring and Control
  • Bug Fixes

6.1.3 July 22, 2022
  • Server Improvements
  • Exclude E-Visit Mileage Display Option
  • Provider Start Times used in Driving Optimizer + Quick Optimizer
  • Provider Searchable Admin Table
  • Improved Patient Mapping Speed on Patient Import
  • Usability Improvements
  • Bug Fixes

6.1.2 July 15, 2022
  • Multi Day Bulk Schedule Improvements
  • Add Download and Filter to Sent Fax Log
  • Schedule Start and End Times
  • Usability Improvements
  • Bug Fixes

6.1.1 July 8, 2022
  • Update php version (8.0.2) and related dependencies
  • Patient Appointment Instructions
  • Set Provider Daily Start and End Time
  • Manage Work Days and Break Times via Mobile App (Optional)
  • Server Performance and Security Improvements
  • New Patient Workbook Improvements
  • Deprecate Following Features:
    • Hospital Admission Tracking
    • RVU Billing Analysis
    • 485 Report Tracking
    • Timecard Tracking
    • CCM Consent Forms
    • Community Marketing Module
  • Usability Improvements
  • Bug Fixes
5.6.2 June 18, 2022
  • Patient Portal Self Scheduling
  • Show Patient Facility inquiries on Specialist portal
  • Schedule Next Appointment on Provider Check Out (mobile app)
  • Better Sent Email Logging
  • Patient Preferred Name Field
  • Read Only Profile Type
  • Provider iCal Feeds
  • Usability Improvements
  • Bug Fixes

5.6.1 June 11, 2022
  • Patient Portal (Beta)
  • Changed "Company" Location to "Office" Locations
  • Inactivate Patient after Visit Type Setting
  • Toggle Office Locations as Patient Visit Locations (on/off)
  • Facility and Specialist Portal Usability Improvements
  • Specialist Portal Add Patient Inquires to Patient Home Page
  • Tag Filter on Bulk Patient Edits
  • Hide Phone Number (*67) on outbound calling
  • Scheduling Usability Improvements
  • Bug Fixes

5.5.8 May 30, 2022
  • Import and Export Patient Zip Code +4
  • Additional Patient Contacts Relationship Choices (Patient, Spouse, Friend, Sibling)
  • Athena Hl7 Improvements (Department Mapping by Appointment Type)
  • Automated Zone Tag Assignment for Patients
  • Usability Improvements
  • Bug Fixes

5.5.7 May 20, 2022
  • Support for Patient Zip Code +4
  • Add Tags on Patient Import
  • Confirm Appointments in Facility / Community Portal (Collaboration Module)
  • Usability Improvements
  • Bug Fixes

5.5.6 May 14, 2022
  • Patient Scheduling Preference (Morning, Afternoon)
  • Set Patient to Inactive after One Visit
  • Mobile App Scheduling Wizard
  • Post Appointment SMS Notifications
  • Map 6x6 Grid Overlay
  • Usability Improvements
  • Bug Fixes

5.5.5 May 5, 2022
  • Better User Logout Behavior
  • Unbounce SMS Numbers (sysadmin)
  • Patient Specialist Import
  • Video Training Curriculum
  • Patient Additional SMS Contacts Import
  • Bug Fixes

5.5.4 Apr 24, 2022
  • Tag Constrains
  • System Configuration Logging
  • Embedded Video Help Links
  • Usability Improvements
  • Bug Fixes

5.5.3 Apr 24, 2022
  • Advanced MD Bi Directional Patient Edits
  • jQuery Update to 3.5.1
  • Deprecate Shield UI Auto complete
  • Usability Improvements
  • Bug Fixes

5.5.2 Apr 20, 2022
  • Patient Scheduling Wizard Improvements
  • Patient Facility / Community Assignment File Import
  • Added Inquiry Timestamp (Collab Module)
  • Turn Chat On / Off for Specialist / Facility (Collab Module)
  • Usability Improvements
  • Bug Fixes

5.5.1 Apr 10, 2022
  • Patient Scheduling Wizard (Beta)
  • Improved EMR Cancel Code Mapping
  • Bug Fixes

5.4.9 Apr 2, 2022
  • Advanced MD API Updates and Bug Fixes
  • Server Performance Improvements
  • Server Patches
  • Easier for Sysadmins to Opt-In Bounced SMS
  • Chat for Facilities and Specialists (Collab Module Only)
  • Waitlist Schedule Filters
  • CCM Report Improvements (Collab Module Only)
  • Active Patient Report Filters
  • Better Crash Reporting
  • Specialist Portal Forms
  • Usability Improvements
  • Bug Fixes

5.4.8 Mar 26, 2022
  • Advanced MD API Updates and Bug Fixes
  • Mileage Report Improvements
  • Mobile App Driving Optimizer Improvements
  • Audio File Uploads (Collab Module)
  • Added Patient Overdue Days
  • Bug Fixes

5.4.7 Mar 18, 2022
  • Advanced MD API Updates
  • Usability Improvements
  • Bug Fixes

5.4.6 Mar 4, 2022
  • Lock and Unlock Schedule Usability Improvements
  • Specialist Inquiries (Collaboration Module Only)
  • Recurring Scheduling Improvements
  • Advanced MD API Updates
  • Activity Log Improvements
  • HL7 Interface Monitoring Improvements
  • Allscripts HL7 Updates
  • Usability Improvements
  • Bug Fixes

5.4.5 Feb 26, 2022
  • Lock Schedule on Calendar View
  • Advanced MD API Updates
  • Specialist Portal Updates
  • Allscripts HL7 Model Updates
  • Printed Schedule Update
  • Bug Fixes

5.4.4 Feb 18, 2022
  • Chat Add General Channel
  • Set Patient Frequency on Mobile Check Out
  • Advanced MD API Updates
  • Allscripts HL7 Model Updates
  • Facility / Community Census Report
  • Include Driving Directions on Print Schedule
  • Dispatch / Waitlist Schedule Improvements
  • Show Additional Patient Phone Numbers on Schedule Pages
  • Fix Recurring Schedule Quick Optimization Bug
  • Other Bug Fixes

5.4.3 Feb 12, 2022
  • Office and Provider Chat (Beta)
  • Advanced MD Add Patient API
  • Allscripts HL7 Template Changes
  • Additional Patient SMS Admin Scripts
  • Multi Day Bulk Schedule Improvements
  • Updates to Session Timeout Code
  • Bug Fixes

5.4.2 Feb 5, 2022
  • Facility Keyword changed to Community
  • Drag and Drop patient scheduling on calendar view
  • Collaboration Module Workflow improvements
  • Additional Patient Contacts and SMS Messaging
  • Bug Fixes

5.4.1 Jan 29, 2022
  • Server Patches
  • Dispatch / Waitlist Usability Improvements
  • Set Default Routing Method by Provider
  • Set Maximum Patients Per Day by Provider
  • Bug Fixes

5.3.5 Jan 17, 2022
  • Show Mileage to Nearest Patient
  • Bulk Change Patient Provider Types
  • Server Capacity Improvements
  • Bug Fixes

5.3.4 Jan 3, 2022
  • Company Radius Overlay
  • Driving Optimizer Workflow Setting
  • Password Reset Flow
  • Show / Hide Weekly Map View [+/-] on Schedule Page
  • Bug Fixes

5.3.3 Dec 23, 2021
  • Assign Zip Code to Closest Provider
  • Assign Patients to Closest Provider
  • Map Radius and Geo Center Overlay
  • Server Capacity Increases
  • Usability Improvements
  • Hl7 Bug Fixes

5.3.2 Dec 17, 2021
  • Capacity Planning Report (Beta)
  • AdvancedMD API Integration Updates
  • Opt Back in to Opted Out SMS Cell Phone Numbers
  • More Customizable Patient Consent Forms
  • Patient Consent Forms File Upload Integration
  • Usability Improvements
  • Bug Fixes

5.3.1 Dec 8, 2021
  • Server Performance Improvements
  • Bulk Schedule Overdue Filter Updates
  • AdvancedMD API Integration
  • Usability Improvements
  • Bug Fixes

5.2.9 Nov 19, 2021
  • SMS Bounced Notifications
  • Email Log Search
  • Map Search Limits
  • Usability Improvements
  • Bug Fixes

5.2.8 Nov 12, 2021
  • Server Patches
  • Hl7 Integration Days in Advance in Configuration Settings
  • Improved Patient Consent Forms
  • Usability Improvements
  • Bug Fixes

5.2.7 Nov 3, 2021
  • Add Specialist Notes Field
  • Improved Hl7 Interface Queue Monitoring
  • Patient Merge
  • Improved Patient Search
  • Global Email Suppress List (bounced emails)
  • Usability Improvements
  • Bug Fixes

5.2.6 Oct 29, 2021
  • Patient Import Improvements
  • Improved Patient Visit Frequency Change Logging
  • Usability Improvements
  • Bug Fixes

5.2.5 Oct 21, 2021
  • Remove UI Shield 3rd Party Libraries
  • SMS Confirmation Link Shortening
  • Improved Mobile Page App Load Speed
  • Added COVID ICD10 Codes Searches
  • Server Patches
  • Usability Improvements
  • Bug Fixes

5.2.4 Oct 16, 2021
  • Athena Document Upload API
  • Ability to Assign All Provider Types by Zip Code
  • Usability Improvements

5.2.3 Oct 9, 2021
  • Fix bug on mileage report download
  • Add future dated break times
  • Turn off SMS reminders by appointment type
  • Automatically assign patient to provider by facility
  • Check for overlapping break times on provider schedule
  • Athena Interface Improvements
  • Usability Improvements

5.2.2 Oct 2, 2021
  • SMS Request Consent
  • Downloadable Patient Census by Week
  • Better phone number validation
  • Waitlist / Dispatch Module Improvements
  • Set recurring weekly provider non-working dates
  • Set provider non-working dates via import file
  • Usability Improvements
  • Bug Fixes

5.2.1 Sept 26, 2021
  • Add company phone number to patient confirmation emails
  • Athena ADT HL7 Interface Improvements
  • System Diagnostics Support Page
  • Encounter Templates

5.1.9 Sept 22, 2021
  • Cerner EMR Patient Demographic Integration
  • Usability Improvements
  • Bug Fixes

5.1.8 Sept 4, 2021
  • Overdue for Visits Report Download to Excel
  • Patient EMRID added to provider visits report download
  • Bug Fixes

5.1.7 Aug 28, 2021
  • Hl7 Improvements for Epic, ECW and CureMD interface
  • Dispatch / Waitlist Scheduling Improvements
  • Schedule, Bulk Schedule, Map Page Performance Improvements
  • Added 'CareLink Optimization' Schedule Cancellation Code
  • Improved Schedule Edit Logging
  • Driving Optimizer Improvements
  • Bug Fixes

5.1.6 Aug 21, 2021
  • Mileage Calculation Improvements
  • 3rd Party Service Outage Mitigation Improvements
  • Bug Fixes
  • Security Patches

5.1.5 Aug 11, 2021
  • Add Time Range to Unseen Patients Report
  • Select Classic or Collapsible Mobile Schedule View
  • Add Visit Frequency to Collapsible Mobile Schedule View
  • Ability to Calculate Provider Mileage excluding E-Visits
  • Bug Fixes
  • Security Patches

5.1.4 Aug 11, 2021
  • Add 13 weeks to recurring visit frequency
  • Mobile App Usability Improvements
  • Provider Mileage Calculation Improvements
  • Provider Mileage Calculation Detail View
  • Ability to Calculate Provider Mileage excluding E-Visits
  • Security Patches
  • Usability Improvements
  • Bug Fixes

5.1.3 Aug 6, 2021
  • Manage Provider Custom Fields
  • Exclude Appointment Types from Facility Schedule Notifications
  • Usability Improvements Improvements
  • Bug Fixes

5.1.2 July 28, 2021
  • Prompt to Check-in when Close Proximity to Patient on Mobile App
  • Quick Optimizer Improvements
  • Bug Fixes

5.1.1 July 25, 2021
  • Dispatch Scheduling Module [beta]
  • Additional SMS Triggers and message templates to support dispatch scheduling
  • Quick Optimization Improvements
  • Mobile App Usability Improvements
  • Bug Fixes

4.5.3 July 22, 2021
  • Improved Server Performance Monitoring
  • Added Avoid toll roads in driving optimizer
  • Fixed broken map on some static maps
  • Add {{timeofday}} tag to SMS for morning or afternoon
  • Dispatch Queue Module Infrastructure and SQL Tables
  • Option to Add System Configuration Access to Provider Profile
  • Security Patches
  • Usability Improvements
  • Bug Fixes

4.5.2 July 17, 2021
  • Improved Server and Error Log Monitoring
  • Improved Appointment Confirmation by Email / SMS
  • Control Provider Types which can Apply Signatures to Orders (Collab Module Only)
  • Improved Hl7 Interface Fault Tolerance
  • Support Ticket Improvements
  • Export from Schedule Page
  • Usability Improvements
  • Bug Fixes

4.5.1 July 3, 2021
  • Mileage from Last Patient added to Schedule Report
  • Add first stop to last stop mileage range to mileage report
  • Retain date filter value on mileage report
  • Add patient city and zip code to change schedule page
  • Add map view to change schedule page
  • Multi Day Bulk Schedule Improvements
  • Added patient tags to schedule export page
  • Ability to set patient facility on mobile app
  • Security Improvements
  • Year skip on patient schedule
  • Usability Improvements
  • Bug Fixes

4.4.9 June 12, 2021
  • Customizable Break Times Based on Day of Week
  • Aprima Hl7 Interface Improvements
  • Include Patient EMRID in Search Bar Results
  • Launched DriveTimeSchedule.com for non medical scheduling
  • Ability to Exclude Facility Patients when performing Bulk Patient Scheduling
  • Added DOB to Patient Search Page
  • Add Patient Address Line 2 to Specialist Orders
  • Usability Improvements for smaller resolution monitor sizes
  • Usability Improvements
  • Bug Fixes

4.4.8 June 5, 2021
  • SMS Template Builder Improvements
  • Add Practitioner Filters to Manage Non Working Days
  • Add 75 Minute Appointment Times
  • Schedule and Driving optimizer usability improvements
  • Fixed Optimization bug when patient location is manually Edited
  • Usability Improvements
  • Bug Fixes

4.4.7 May 28, 2021
  • Mobile App Usability Improvements
  • Improved Mobile App Release Process
  • Add Apple Maps as Directions Provider for Mobile App
  • Mobile App Provider Calendar View
  • Code Changes in Preparation for PHP 8.0 update
  • Bug Fixes

4.4.6 May 22, 2021
  • Notify Patients of New Appointment from Schedule Page
  • Do Not Allow Appointments During Provider Break Time (optional setting)
  • Driving Optimizer Usability Improvements
  • Notify Patients of New Appointment from Driving Optimization Page
  • Mobile App Find Close By Patients Usability Improvements
  • Bug Fixes

4.4.5 May 15, 2021
  • New Ticketing System and Enhancement Request Form
  • Searchable SMS Log Filter
  • Code Changes in Preparation for PHP 8.0 update
  • Ability to Set Facility Fax Notifications to Same Day
  • System Patches
  • Bug Fixes

4.4.4 May 8, 2021
  • Security Improvements
  • Improved Site Error Logging
  • Improved Site Training Infrastructure
  • System Patches
  • Improved Facility Fax Notifications
  • Bug Fixes

4.4.3 May 1, 2021
  • Aprima, Epic S14 HL7 Messages for Appointment Optimization
  • Facility Form Management
  • Improved Website Integration and Website Leads Workbook
  • Appointment Type Exclude from Next / Last Patient Schedule
  • Security Improvements
  • System Performance Improvements
  • System Patches
  • Usability Improvements
  • Bug Fixes

4.4.2 April 24, 2021
  • Facility Types
  • Improved HL7 Logging
  • ECW S14 HL7 Messages for Appointment Optimization
  • Aprima, Epic S14 HL7 Messages for Appointment Edits
  • Ability to Retrigger S14 Message Types
  • Select Appointments to Bulk Schedule Change
  • Usability Improvements
  • Bug Fixes

4.4.1 April 17, 2021
  • Improved Server Performance and Monitoring
  • ECW S14 HL7 Messages for Appointment Edits
  • Limit Sysadmin Only to Make Patients Inactive (Optional)
  • Added Bed Count to Facility Data
  • Reminder for all Appointments (Optional)
  • Added Size Filters to Facility Map View
  • Added Patient Visit Frequency Import
  • Added {{confirmationstatus}} to SMS template builder
  • Option to Show all providers when setting coverage Map
  • Deprecate Multiple Patient EMRID support
  • Usability Improvements
  • Bug Fixes

4.3.7 April 9, 2021
  • Aprima ADT Interface Improvements
  • Add a 1 Hour Late message to SMS
  • Added {{timerange}} to SMS message template tags
  • Improved Fax Sending
  • Add Visit Frequency to Patient Export File
  • Site Branding Updates
  • Welcome email for new users
  • Usability Improvements
  • Bug Fixes

4.3.6 April 3, 2021
  • Aprima ADT Interface Improvements
  • Improved App Password Reset Flow
  • App Store Links added to Welcome Email
  • Location Filter add to Practitioners Visits Report
  • Welcome email for new users
  • Usability Improvements
  • Bug Fixes

4.3.5 Mar 27, 2021
  • Aprima ADT Interface Improvements
  • Better map routing overlay on mobile app / site
  • More accurate mileage reporting when schedules are changed
  • Disable quick optimize in settings
  • Add email based notification to facility schedule fax
  • Import new users
  • Welcome email for new users
  • Usability Improvements
  • Bug Fixes

4.3.4 Mar 13, 2021
  • Deprecate Marketing User Role
  • Hl7 logging improvements
  • Auto Assign Patients to Facilities by Geo Fencing (100m) Optional Feature
  • Practitioner Import
  • SMS Enabled Filter on patient search
  • Added tel: hyperlinks to Patient Phone Numbers for soft phone direct dialing
  • Usability Improvements
  • Bug Fixes

4.3.3 Mar 6, 2021
  • Default Start and End Optimizer Locations can be set for each Provider
  • Ability to Edit Appointment in Mobile Site (must be enabled)
  • Reminders automatically deleted 1 year after due date
  • HL7 integration support for CureMD
  • Provider Mileage report includes mileage after first stop
  • Included up to 6 days in advance facility fax schedule
  • Static Map Improvements
  • Usability Improvements
  • Bug Fixes

4.3.2 Feb 23, 2021
  • Server Performance Improvements
  • Google Static Map Digital Signatures
  • Usability Improvements
  • Bug Fixes

4.3.1 Feb 21, 2021
  • Create notes field in facility area.
  • Add case sensitive search on advanced patient search
  • Add start times on facility fax notifications or afternoon, morning
  • Mobile app auto refresh schedule page
  • Set visit to no show confirmation pop up
  • Updated zip code overlays for practitioner and add ability to assign provider zip codes via UI on map page.
  • Ability to reassign all patients by zip code assignments
  • Importing patient tags do not import if creates duplicate
  • Usability Improvements
  • Bug Fixes

4.2.9 Feb 14, 2021
  • Android App Usability and Bug Fixes
  • Updated Zip Code overlays with 2019 Zip Code Maps
  • Overdue Patients Report Improvements
  • Mobile App Support Page
  • ECW HL7 Interface Improvements
  • Usability Improvements
  • Bug Fixes

4.2.8 Feb 7, 2021
  • Map Bug fixed for Patients with Invalid Address
  • Reporting Improvements
  • Usability Improvements
  • Bug Fixes

4.2.7 Feb 1, 2021
  • IOS App Store Improvements. App now available on Apple App Store
  • Reporting Improvements
  • Usability Improvements
  • Bug Fixes

4.2.6 Jan 24, 2021
  • Add Default Appointment Type to Provider Type
  • Set Timezone Setting at Company Level for Practitioner Check In / Check Out Times
  • Additional Schedule Details in Patient Activity Log
  • Usability Improvements
  • Bug Fixes

4.2.5 Jan 17, 2021
  • Additional Patient Logging
  • SU14 Message Trigger to Update Appointment Status on Patient Check In (HL7 Integration with EMRs that accept S14 message types)
  • Usability Improvements
  • Bug Fixes

4.2.4 Jan 10, 2021
  • Manage Specialist Users (Collaboration Module Only)
  • Ability to Manually Trigger Facility Fax Schedule Notifications
  • Yearly Appointment Frequency Changed to 365 Days (From 360)
  • Usability Improvements
  • Bug Fixes

4.2.3 Dec 24, 2020
  • System Patches
  • Driving Direction on Printable Map Schedule (Optional)
  • Fax Facility to Schedule Select Days in Advance
  • Manage Facility Users (Collaboration Module Only)
  • Usability Improvements
  • Bug Fixes

4.2.2 Dec 19, 2020
  • System Patches
  • Nightly Schedule Fax to Facilities
  • Daily Provider Break Time Settings
  • Usability Improvements
  • Bug Fixes

4.2.1 Dec 12, 2020
  • System Patches
  • HL7 Interface Server Upgrades
  • Appointment Types Share Visit Frequency
  • inactive Patients with Future Visits Report
  • More Appointment Type Colors
  • ECW HL7 Interface Improvements
  • Bulk Patient Scheduling Improvements
  • Disable Auto Logout After 1 Hour
  • Usability Improvements
  • Bug Fixes

4.1.5 Dec 6, 2020
  • Multi Day Bulk Schedule Improvements
  • HL7 Interface Improvement
  • Cancellation Report Filters
  • Provider Mileage Feedback
  • Usability Improvements
  • Bug Fixes

4.1.4 Nov 27, 2020
  • Multi Day Bulk Schedule Improvements
  • Report Improvements
  • SMS Schedule Confirmation Message
  • Added "Waze" as directions option on mobile site
  • System Patches
  • Usability Improvements
  • Bug Fixes

4.1.3 Nov 14, 2020
  • HL7 Interface Improvement
  • Usability Improvements
  • Bug Fixes

4.1.2 Nov 14, 2020
  • Retrigger hl7 Messages
  • Overdue Patients Report
  • Usability Improvements
  • Server Patches
  • Bug Fixes

4.1.1 Nov 6, 2020
  • Multi Day Bulk Scheduling
  • Usability Improvements
  • Bug Fixes

3.4.3 Nov 1, 2020
  • Custom SMS Message Templates
  • Epic Hl7 Template Changes
  • Bug Fixes

3.4.2 Oct 26, 2020
  • Patient Tags now included on Export File
  • CareLink Mobile Practice Manager App now on Google Play Store
  • Improved Password Security
  • Improved Mobile App Usability
  • New Hl7 Templates for eClinical Works
  • NextGen and Aprima HL7 Improvements (Race and Facility Matching)
  • Patient Provider Assignment Import
  • Patients with no Future Visit Report
  • Email Template Improvements
  • Bug Fixes

3.4.1 Oct 19, 2020
  • Patient Automated Appointment Reminders
  • Improved Outgoing emails and SMS messages
  • Bug Fixes

3.3.3 Oct 17, 2020
  • Confirm appointments via text message
  • Improved Usability
  • Bug Fixes

3.3.2 Oct 11, 2020
  • Improved Mobile Site Usability
  • Improved Provider Location Tracking
  • Data Elements to support CareLink Mobile Apps
  • Bug Fixes

3.3.1 Oct 4, 2020
  • Real Time Location Provider Location Service (If Enabled)
  • Improved Mobile Site Usability
  • Bug Fixes

3.2.5 Oct 1, 2020
  • Improved Allow List Security
  • Improved New Patient Scheduling Usability
  • Ability to Set Reminders from Mobile Site
  • Ability to Set Default Appointment Durations by Type for New or Existing Patients
  • Reminder Improvements
  • Enable Encounters from System Configuration Screen
  • Usability Improvements
  • Bug Fixes

3.2.4 Sept 20, 2020
  • Support for inbound HL7 ACK Messages
  • Improved Server Failover Response
  • More patient visit frequency choices
  • HL7 Interface improvements
  • Usability Improvements
  • Bug Fixes

3.2.3 Sept 12, 2020
  • Ability to select default company code at user level
  • HL7 Interface improvements
  • Usability Improvements
  • Bug Fixes

3.2.2 Sept 1, 2020
  • Add Default Driving Optimizer Start Time to Provider Settings
  • Server Patches
  • Database Maintenance
  • MFA Security Updates
  • Improved SSO Support via oAuth
  • More Map Pin Colors
  • More hl7 Schedule Mapping Options
  • Usability Improvements
  • Bug Fixes

3.2.1 Aug 28, 2020
  • Add Encounters to Mobile Site
  • Athena HL7 interface improvements
  • Create appointment + / - time start ranges
  • Improved System Settings Page
  • More options for default driving optimizer start time
  • New Ability to Create up to 5 Provider Types
  • Filter Map, Schedule, and Bulk Schedule views by Provider Types
  • Improved Map zip code overlays
  • Improved Map Zoom Logic
  • Practitioner keyword changed to "Provider"
  • Applications Integrations hidden unless enabled by request
  • Ability for Scheduling Only customers to manage facility locations and link patients to facilities
  • Ability to edit patient tag definitions
  • Add patient's email address to Specialist Orders
  • Added more weekly recurring scheduling frequencies and durations
  • Improved Bulk Schedule Edits
  • Improved Creation of Provider Map Coverage
  • Report Improvements
  • Bug Fixes
  • Usability Improvements

3.1.7 July 29, 2020
  • Enable 45 minute Default Appointment Times
  • Add Custom Reply to Address for Sent Emails
  • Bug Fixes
  • Security Improvements
  • HL7 Schedule Interface improvements

3.1.6 July 7, 2020
  • Make Patient inactive from mobile site
  • Set Patient inactive add future schedule cancel reason
  • Option to Show Appointment Times on Patient Notifications
  • Usability Improvements
  • Bug Fixes

3.1.5 June 26, 2020
  • Better Synchronizing of Driving Optimized Schedules via HL7
  • Set Default Canceled Visit Code
  • Monthly Recurring Scheduling
  • Recurring Schedule Optimization
  • Download Facility List
  • Usability Improvements
  • Bug Fixes

3.1.4 June 17, 2020
  • Patient Schedule Import
  • Document Upload Improvements
  • Site Usability Improvements
  • Bug Fixes

3.1.3 June 9, 2020
  • Appointment Check Outs
  • Create Encounters on Mobile App
  • Better Support for Multi-Company Settings
  • Multi-Company Hl7 Integration Support
  • Mobile Site Usability Improvements
  • Bug Fixes

3.1.2 May 30, 2020
  • Server OS Patches
  • Usability Improvements
  • Bug Fixes

3.1.1 May 26, 2020
  • Set 15 or 30 minute Scheduling Intervals
  • Security Patches
  • Usability Improvements
  • Bug Fixes

3.0.3 May 13, 2020
  • Patient Do Not Schedule Days
  • Usability Improvements
  • Bug Fixes

3.0.2 May 1, 2020
  • Find Close By Patient on Mobile Site
  • Usability Improvements

3.0.1 Apr 24, 2020
  • Application Marketplace
  • Usability Improvements
  • Security Improvements

2.8.7 Apr 19, 2020
  • Patient Race Tracking (Optional)
  • Ability to add unique E-Visit Links to individual scheduled appointments
  • Added Unknown and Non Binary Patient Gender Selections
  • Ability to set patients inactive by .csv file import
  • Usability Improvements
  • Security Improvements

2.8.6 Mar 26, 2020
  • Integrated E-Visit Scheduling
  • Setting to Disable Quick Optimize from Mobile Site
  • Usability Improvements

2.8.5 Mar 21, 2020
  • Location Scheduling now supports E-Visits
  • Bulk Schedule E-Visits
  • Bug Fixes

2.8.4 Mar 15, 2020
  • Ability to Quick Optimize Schedule from Mobile Site
  • Ability to Store Alternate Patient Address(es)
  • Usability Improvements
  • Bug Fixes

2.8.3 Mar 8, 2020
  • Manually Update Map Coordinates
  • Update Visit Frequency on Mobile Site
  • Usability Improvements
  • Hl7 Improvements

2.8.2 Feb 28, 2020
  • Usability Improvements
  • High Availability Infrastructure Improvements
  • Image Loading Improvements

2.8.1 Feb 23, 2020
  • Driving Optimizer Uses Real Time Traffic
  • Usability Improvements

2.7.7 Feb 22, 2020
  • Site Performance Improvements
  • Usability Improvements
  • Ability to show deleted appointments on Schedule for HL7 Interface customers
  • Server Security Patches
  • Reminder Call Integration must be Enabled at Account Level
  • High Availability Infrastructure Improvements
  • Better Variable Explanations on System Settings page
  • Bug Fixes

2.7.6 Feb 16, 2020
  • Usability Improvements
  • Security and Firewall Improvements
  • High Availability Infrastructure Improvements

2.7.5 Feb 8, 2020
  • Improvements to ADT HL7 Interface
  • Bug Fixes
  • Usability Improvements

2.7.4 Jan 16, 2020
  • Improved Mileage Reporting
  • MFA Improvements
  • Patient Tag Import Feature
  • Usability Improvements

2.7.3 Jan 11, 2020
  • Support for Unlimited Visit Types
  • Ability to Mark Visits as New Patient Visits
  • Overdue Visit Logic Includes if a Patient has Never Been Seen
  • Hl7 Patient Demographics and Schedule improvements
  • Hl7 Can Now Differentiate New vs Follow up Visit Types
  • Patient Inactive Report Export to Excel
  • Usability Improvements
  • Bug Fixes

2.7.2 Dec 23, 2019
  • System Patches
  • Fax PDF Documents
  • Usability Improvements

2.7.1 Dec 21, 2019
  • Sign PDF Documents
  • Usability Improvements

2.6.3 Dec 12, 2019
  • Support for Driving Optimizer now up to 25 Patient Visits
  • Improvements to Select Hl7 Integrations
  • Usability Improvements

2.6.2 Dec 7, 2019
  • Manage Specialist Users
  • DB Performance Improvements
  • Usability Improvements

2.6.1 Nov 30, 2019
  • Support for Multi-Factor Authentication (MFA)
  • Security Patches
  • Improved Disaster Recovery
  • DB Performance Improvements
  • Usability Improvements
  • Bug Fixes

2.5.1 Nov 15, 2019
  • Scheduling Usability Improvements
  • Location Scheduling
  • Bug Fixes

2.4.4 Nov 9, 2019
  • Improved Server Performance
  • Improved Support for Companies with Multiple Office Locations
  • Improved HL7 Schedule Integration
  • Usability Improvements
  • Improvements to Patient Encounters
  • Bug Fixes

2.4.3 Oct 30, 2019
  • Improved usability on driving optimization

2.4.2 Oct 21, 2019
  • Improved disaster recovery and backup services
  • Improved document search performance
  • Improved incoming fax performance and reliability
  • Usability improvements
  • Updated document retention policy. All documents uploaded after this release will be stored indefinitely.
  • Fixed fax error if the sending CSID number contained an invalid character.

2.4.1 Oct 12, 2019
  • SMS Messaging for Schedule Alerts to Patients and Providers
  • Location Mapping service on Provider check-in
  • Map Usability Improvements
  • Improve Document Database Performance
  • Usability Improvements for Specialist and Collaborating Physician Portals
  • Bug Fixes

2.3.6 Oct 5, 2019
  • Check for Duplicate on Schedule Edit
  • Bulk Schedule Select All Patients
  • Bulk Scheduling Usability Improvements
  • Modify Find Close By Patients Search Radius
  • Athena Integration Improvements
  • Bug Fixes

2.3.5 Sept 21, 2019
  • Add Patient Schedule to Specialist Portal

2.3.4 Sept 9, 2019
  • Database Performance and Backup Improvements
  • Bug Fixes
  • Facility Portal Usability Improvements

2.3.3 Sept 2, 2019
  • HL7 Interface Stability improvements
  • Bug Fixes
  • Usability Improvements

2.3.2 August 19, 2019
  • More Practice Indicators
  • Bug Fixes
  • Usability Improvements

2.3.1 August 9, 2019
  • Security Patches
  • Improvements db performance
  • Bug Fixes
  • Usability Improvements

2.2.5 July 29, 2019
  • Transitional Data Improvements
  • Improvements to IP restriction settings
  • Add all patient phone numbers to orders
  • Usability Improvements

2.2.4 July 19, 2019
  • Alert Notification Framework
  • Patients can confirm appointment in email notifications
  • Usability Improvements
  • Bug Fixes

2.2.3 July 14, 2019
  • Set Practitioner Non Working Days
  • Bug Fixes

2.2.2 July 5, 2019
  • Integrated Website usability Improvement
  • Password Expiration after 180 days

2.2.1 June 28, 2019
  • ICD10 Lookup for Orders in Care Collaboration
  • Better HL7 Transaction Logging
  • Support for HL7 SIU S15 - APPOINTMENT CANCELED
  • More fields supported on patient import
  • New Canceled Appointment Report
  • Added more On Demand Training Videos
  • Updated printable schedule
  • Style and usability fixes

2.1.2 June 22, 2019
  • Better support for patient scheduling for multiple company locations
  • Style and formatting fixes
  • More patient bulk edit options
  • Manage TheHouseCallDirectory.com Listings

2.1.1 June 15, 2019
  • Quick Optimize on Schedule Page
  • Fix Timestamp bug on some Patient Transactions
  • Care Management Types when recording Care Management Time
  • More Responsive Site pages for Phone and Tablets
  • New Homepage Dashboard Spark Lines
  • Documents archive Extended to 3 Years

2.0.1 June 7, 2019
  • Integrated CareLink Managed Websites
  • Zip Code Map Overlays
  • Auto Assign Practitioners by Zip Codes
  • Dashboard Reporting

1.9.9.1 June 3, 2019
  • Ability for Customers to Modify Site Settings
  • System Performance Improvement
  • Better Patient Logging on Edit
  • Bug Fixes

1.9.8.4 June 1, 2019
  • Support for up to 10 visit types

1.9.8.3 May 27, 2019
  • Usability Improvements to Manage Users
  • Fix bug in practitioner signature file upload
  • Ability to turn on and off email settings for facilities and specialists
  • Specialist orders emailed to specialists with email address
  • Improvements to email reputation settings
  • Ability for users to delete a patient
  • Added filters to documents, orders, and inquiry pages
  • New Website Integration Contact Us Code
  • Specialists address fields are now mandatory
  • Bug Fixes

1.9.8.2 May 10, 2019
  • Improved Email Performance
  • New Email Templates
  • Improved Security and Database Performance
  • Duplicate Patient check on Bulk Schedule
  • Face to Faces added to EMR document Integration
  • Usability Improvements
  • Added Site Debug Mode
  • Bug Fixes

1.9.8.1 April 19, 2019
  • Improved HL7 Integration
  • Implemented Document and Referral Retention Policy
  • Improved Document transfer to Practice Fusion and Next Gen EMR
  • Transitional Care Module Re-released with Upgrades
  • Database Performance Improvements
  • Extend Time for Logout

1.9.7.8 April 4, 2019
  • Mark Inquiries uploaded to EMR
  • Improved Document Integration with EMRs
  • Reporting Improvements
  • More Filters on Map and Schedule Optimizer Pages
  • Database Performance Improvements
  • Extend Time for Logout

1.9.7.7 Mar 10, 2019
  • Map Tag Filters
  • Collaboration Usability Improvements

1.9.7.6 Jan 6, 2019
  • Usability Improvements

1.9.7.5 Jan 6, 2019
  • Improved Overall System Responsiveness
  • Usability Improvements

1.9.7.4 Dec 15, 2018
  • Tag filters on Scheduling Pages
  • Usability Improvements

1.9.7.3 Nov 23, 2018
  • Delete Scheduled Appointment from Mobile Site

1.9.7.2 Nov 15, 2018
  • Admin Responsive Pages
  • Improved Map
  • Bug Fixes
  • Admin Usability Improvements
  • Depreciate Support for Patient Forms

1.9.7.1 Nov 3, 2018
  • Admin Responsive Pages
  • Bug Fixes
  • Admin Usability Improvements
  • Add Admin Alerts for Overdue Reminders, Messages, Documents and Inquiries
  • Depreciate Support for Time Card
  • Depreciate Support for Marketing
  • Depreciate Support for Transitional Care Workbook

1.9.6.1 Oct 30, 2018
  • New Responsive Administrative Schedule Site
  • Improved Mobile Usability
  • Improved Patient Maps

1.9.5.1 Oct 14, 2018
  • New Responsive Mobile Practitioner Site
  • Improved Mobile Usability
  • Add Patient Photos from Mobile and Facility Sites

1.9.5.0 Oct 7, 2018
  • New Responsive Facility Portal
  • New Responsive Collaborating Physician Portal
  • Improved Facility Portal Usability
  • Collaborating Physician F2F Search

1.9.4.3 September 10, 2018
  • Improved Map Usability
  • Improved Map Performance
  • Improved Bulk Scheduling Performance

1.9.4.2 August 9, 2018
  • Improved Fax Usability

1.9.4.1 July 25, 2018
  • Improved Fax Usability

1.9.4.0 July 14, 2018
  • New Practitioner Mileage Reports
  • Patient API Updates
  • Additional HL7 Scheduling integrations
  • Usability Improvements
  • Bug Fixes

1.9.3.9 June 8, 2018
  • Usability Improvements
  • Add Patient Tags to Schedule Optimizer Page

1.9.3.8 May 31, 2018
  • Bug Fixes

1.9.3.7 May 7, 2018
  • Usability Improvements
  • Patient Search Improvements

1.9.3.6 April 29, 2018
  • Facility Portal Improvements
  • Security Improvements

1.9.3.5 Mar 18, 2018
  • Avoid Duplicate Patient Scheduling
  • Improved Reporting
  • Usability Improvements

1.9.3.4 Mar 8, 2018
  • Referral Workbook Report
  • Improved System Stability
  • Usability Improvements
  • Small bug fixes

1.9.3.3 Feb 11, 2018
  • Usability Improvements
  • Small bug fixes

1.9.3.2 Nov 16, 2017
  • Small bug fixes

1.9.3.1 Nov 12, 2017
  • Improvements to site visuals and usability
  • Ability for specialists to upload orders and create new patients
  • MAs allowed logon to mobile site
  • Upload documents from mobile site
  • Improved overall system performance and site security
  • Ability to remove fax cover page on order sending
  • Fax page usage reporting
  • More robust data recovery
  • Server patches
  • Remove SSL security warnings
  • Small bug fixes

1.9.2.2 Nov 4, 2017
  • Improved security and disaster recovery model
  • Improved overall system performance
  • Added unseen patients report
  • Creation of reusable fax templates
  • Lock and unlock faxes
  • Updated logon splash screen
  • Fix receipt issue due to large faxes
  • Small bug fixes

1.9.2.1 Oct 22, 2017
  • HH 485 Certification signature tracking and reporting for incoming fax customers
  • Added document review CCM / CPO time tracking
  • Updates to CPO and CCM reporting
  • Improved database performance
  • Small bug fixes

1.9.1.4 Oct 15, 2017
  • Updates to specialist portal
  • Specialist notifications when specialist orders are sent
  • Auto populate diagnosis from list when creating orders
  • Kareo integration improvements
  • Pick dates for facility and specialist orders
  • New marketing module features
  • New fax signature options
  • Add input last patient visit on add patient page
  • Small bug fixes

1.9.1.3 Sep 27, 2017
  • Added NPI to Collaborating Physician
  • Made all patient orders visible to specialists in specialist portal
  • Send fax tracking improvements
  • Patient import file checking improvements
  • Small bug fixes

1.9.1.2 Sep 6, 2017
  • Customizable fax cover pages
  • Improved inbound fax message performance
  • Small bug fixes

1.9.1.1 Aug 27, 2017
  • Inbound fax service
  • Sign inbound faxes and assign to patients
  • Improved document integration with popular EMRs
  • Additional API Services for documents and schedule integration
  • Improvements to Daily Log Task List
  • Improved overall system performance
  • Small bug fixes

1.8.1.3 Aug 23, 2017
  • Better formatting for printable map
  • Add last visit type labels
  • Add visit type selection on bulk scheduling
  • Small bug fixes

1.8.1.2 Aug 4, 2017
  • Updates to bulk patient edit screen
  • Small bug fixes
  • Show next primary appointment type on view patients page
  • Add view all patients on practitioner mobile site
  • View all upcoming patient schedules on facility portal

1.8.1.1 Mar 25, 2017
  • Combined Driving and Appointment Optimizer
  • Now optimize schedule for up to 23 patients
  • Style improvements
  • Small Bug Fixes
  • Database performance improvements

1.7.3.1 Mar 12, 2017
  • Improved site navigation
  • Site style sheet redesign
  • Improved database performance
  • Improved patient search
  • Updates to new patient forms
  • Remove CCM Consent forms
  • Bug fixes

1.7.2.1 Mar 9, 2017
  • Customized practitioner coverage overlays
  • Improved map performance

1.7.1.1 Mar 6, 2017
  • Addition of appointment types
  • Export Practitioner Visits Report
  • Added patient map to Patient Face Sheet
  • Standardized date and time formatting across site
  • Mark no-show visits from mobile site
  • Improved mobile site formatting
  • Added patient overdue icon to schedule optimizer page

1.6.2.3 Feb 15, 2017
  • Improved database performance
  • Add timestamp on patient activity log
  • More practitioner map color choices
  • Larger map options and map zoom on schedule printing
  • Can inactivate collaborating physicians
  • Small bug fixes and security updates

1.6.2.2 Jan 11, 2017
  • Added customized order phrases
  • Customizable fax cover sheet messages
  • Small bug fixes and security updates

1.6.2.1 Jan 7, 2017
  • Updated Fax API integration and fax status tracking
  • More patient export options
  • More profiles have access to fax and email logging
  • Small typo and bug fixes

1.6.1.6 Nov 17, 2016
  • Fixed logging bug on Reminder Workbook
  • Added last seen date to schedule page
  • Updates to CCM consent form
  • Added CPO / CCM activity logging
  • Added configuration for default start times and appointment times
  • More filters on referral workbook and inquiry list

1.6.1.5 Oct 2, 2016
  • Update printable map for more browser compatibility
  • Fix patient mapping bug when Google Map API over limit query
  • Fix mapping bug for inactive patients
  • Added show tags on homepage as a configuration option
  • Add Sign All F2F in collaborating physician portal
  • Appointment Optimizer improvements
  • Added all patient phone numbers to patient schedule page

1.6.1.4 Aug 20, 2016
  • Added ability to delete specialists
  • Set specialists to 'inactive'
  • Update schedule API for remindercall.com integration
  • Add bulk scheduling from patient search results

1.6.1.3 July 22, 2016
  • Added Time zone settings for Practitioner Check-In feature

1.6.1.2 June 20, 2016
  • Allow document upload for schedule only module
  • Allow system administrators to perform bulk patient edits
  • Navigation bug fixes
  • More choices for patient visit frequency
  • Fix bug in patient logging

1.6.1.1 June 11, 2016
  • New Chronic Care Management (CCM) Time Tracking Module
    • Electronic CCM Consent Forms
    • Track CCM time on patient orders
    • CCM Reporting
  • Release of Practitioner Check-In feature
  • Updated style sheet and icons
  • Updated style sheet and formatting of CareLink mobile site

1.5.1.1 May 20, 2016
  • Reporting, Navigation and Bug Fixes
  • New site navigation and color theme
  • Improved patient search performance

1.4.1.8 May 15, 2016
  • Improved driving optimizer performance
  • Enabled Appointment optimizer feature
  • Automatically print schedule page
  • Add practitioner schedule privacy feature

1.4.1.7 April 15, 2016
  • Add every 9 weeks as patient frequency option
  • Fix bug in specialist report date range filter

1.4.1.6 April 11, 2016
  • New advanced patient search and patient export features
  • Add latest encounter notes to advanced patient search results (if enabled)

1.4.1.5 March 18, 2016
  • Ability to notify patient on scheduled appointment visit, change or cancellation
  • More reporting details on practitioner visits report and small bug fixes
  • Database performance improvements

1.4.1.4 Jan 12, 2016
  • More advanced patient search features and other small bug fixes

1.4.1.3 Nov 20, 2015
  • Add zip code filter to overdue visits report
  • Remove all inactive patients from appearing on schedule
  • Fix bug in transitional data patient data reporting

1.4.1.2 Aug 24, 2015
  • Fix bug where letters on patient schedule map not aligning with proper patient
  • Improved patient logging and formatting

1.4.1.1 Aug 17, 2015
  • Major improvement to page load speed and system performance
  • Ability to export results to Excel from advanced patient search page
  • Selection of gender is now mandatory for new patients
  • Create PDF patient face sheet from patient page (all versions)
  • First release of mobile version for schedule only module customers
    • Link to mobile site added to logon page for mobile devices
  • Overdue and today's reminders added to home page
  • Better and more systematic patient activity logging
  • Logon, fax, and email logs are now automatically purged after 1 year (sysadmin view only)
  • Add patient longitude and latitude coordinates on patient page (sysadmin view only)
  • Minor bug fixes and page formatting improvement
  • Minor security fixes and system patches