v1.7.40

This release introduces new discount controls for invoices, improves appointment scheduling accuracy, and includes several enhancements to payment processing workflows.

v1.7.40

Released on March 31, 2026

This release introduces new discount controls for invoices, improves appointment scheduling accuracy, and includes several enhancements to payment processing workflows.

Highlights

  • Discount Limits: You can now set maximum discount limits by staff role to prevent excessive discounts while still allowing flexibility for your team. (#6666, PRO-5377)
    • Configure percentage or dollar amount limits for custom discounts per role (front desk, bookkeeper, etc.)
    • Staff will see an error message when trying to exceed their discount limit
    • Option to require manager PIN approval for discounts above certain thresholds

New Features

  • PatientFi Payment Integration (Coming Soon): Enhanced PatientFi financing options with better payment tracking and patient portal integration. (#6534, #6535, #6627)
    • Patients will be able to access PatientFi financing directly through the patient portal
    • Real-time status updates for pending PatientFi payments on invoices
    • Streamlined quote acceptance process with financing options
  • Multi-Language Forms: Forms and consent documents can now be displayed in multiple languages for better patient experience. (#6675, #6681)
    • Language selector appears on custom forms when enabled
    • Automatic translation of form content and labels
    • Generated PDFs maintain the selected language formatting

Improvements

  • Appointment Date Accuracy: Fixed issue where appointment dates weren’t being set correctly when creating new appointments. (#6672, #6661)
    • Appointment creation now properly captures the selected date and time
    • Schedule board view refreshes correctly when appointment statuses are updated
    • Date range filters work properly after making appointment changes
  • Multi-Provider Week View: Improved the weekly schedule view when showing multiple providers at once. (#6660, PRO-5372)
    • Date and time controls now stay visible when scrolling horizontally
    • Proper horizontal scrolling when viewing multiple provider columns
    • Better layout management for practices with many providers

Bug Fixes

  • Invoice Processing Stability: Fixed issues where invoice operations could fail due to activity logging errors. (#6679, #6680)
    • Invoice payments and updates now complete successfully even if background logging fails
    • Better error handling prevents invoice operations from being blocked
    • Improved reliability for quote acceptance and payment processing