v1.6.84

Released on February 4, 2026

A big release with new tools for memberships, marketing, and clinical documentation.

Highlights

• Membership Agreement Signing

  You can now require patients to digitally sign membership agreements before completing their purchase on your storefront.

  • Attach consent forms to any membership offering
  • Signed agreements are automatically stored in the patient’s documents
  • Ensures proper legal documentation for all membership programs

• Appointment-Based Marketing Campaigns

  Target patients automatically based on their upcoming appointments for more personalized outreach.

  • Audiences update automatically based on appointment schedules
  • Send reminders or promotions before, during, or after appointments
  • Great for reducing no-shows and driving rebooking

New Features

• Payment Method Update Links

  Members can now update their payment info for recurring memberships through a secure email link — no phone call needed.

  • Automated notifications when a card on file needs updating
  • Reduces involuntary cancellations from expired cards

• Flowsheet Documentation

  Providers can now document vital signs and measurements in a structured table format within clinical notes.

• Automated Lead Follow-Up

  Workflows can now trigger automatically when new leads come in, so your team can follow up faster.

Improvements

• More Flexible Refunds

  The refund screen now has additional options for more flexible refund processing.