v1.7.33

This release introduces first-visit rewards, a new Manage Patient Tag workflow node, the ability to collect payment information from patients, and custom fax permissions — plus fixes for printed notes, email formatting, and care instructions.

v1.7.33

Released on March 19, 2026

This release introduces first-visit rewards, a new Manage Patient Tag workflow node, the ability to collect payment information from patients, and custom fax permissions — plus fixes for printed notes, email formatting, and care instructions.

Highlights

  • First Visit Rewards: Automatically reward patients after their very first appointment. (#6558)
    • Welcome new patients with points, discounts, or coupons after their first visit
    • Encourages return visits and builds early loyalty
    • Configure in your Rewards Settings alongside other reward types

New Features

  • Collect Payment Information: Request and securely collect payment details from patients ahead of their visit. (#6560)
    • Send patients a request to provide their payment information before an appointment
    • Reduces time spent at check-in collecting card details
    • Payment information is stored securely for use at checkout
  • Manage Patient Tags in Workflows: A new workflow node lets you automatically add or remove tags on patient records. (#6561)
    • Tag patients based on workflow triggers like appointment completion or form submission
    • Remove tags automatically when conditions change
    • Useful for segmenting patients for marketing campaigns, follow-ups, or internal tracking
  • Fax Inbox/Outbox Permissions: Control which staff members can access the Fax Inbox and Outbox with a dedicated permission. (#6578)
    • Restrict fax access to specific roles or team members
    • Manage in your Permissions Settings under the Communications section

Improvements

  • Workflow Action & Delay Selection: Improved the interface for choosing action types and setting delays in workflows. (#6564)
    • Clearer options when selecting what a workflow step should do
    • Easier to set time delays between workflow steps
    • Smoother experience when building and editing automations
  • Address Entry Fallback: Entering a patient address now works reliably even when the address lookup service is unavailable. (#6573)
    • If the address search doesn’t return results, you can type the address in directly
    • Prevents being blocked from saving patient information due to lookup issues

Bug Fixes

  • Printed Notes — Table Display: Fixed tables in clinical notes getting cut off when printing. (#6549, SUP-2753)
    • Tables now display fully on printed pages without being clipped
    • Ensures complete documentation when printing notes for patient records
  • Appointment Confirmation Emails: Fixed line breaks being lost in appointment confirmation emails. (#6566)
    • Custom text with line breaks now renders correctly in emails sent to patients
    • Your formatted instructions and notes appear exactly as you wrote them
  • Patient Portal Invite Email: Removed a duplicate greeting that appeared in patient portal invitation emails. (#6580)
    • Emails now show a single, clean greeting instead of repeating it
    • More professional appearance for patient-facing communications
  • Care Instructions — Archived Documents: Archived documents no longer appear in care instructions sent to patients. (#6579)
    • Only active documents are included when sending care instructions
    • Prevents outdated or retired documents from reaching patients
  • Form Re-signing Date: When a patient re-signs a form, the signature date now correctly updates to today’s date. (#6572)
    • Ensures re-signed forms reflect the actual date of the new signature
    • Important for compliance tracking and record accuracy
  • Task Display Names: Tasks now show the correct patient name associated with the workspace. (#6565)
    • Fixes cases where task names could show an incorrect or missing patient name
    • Makes it easier to identify which patient a task belongs to