v1.7.72

Released on April 30, 2026

This release brings meaningful improvements across patient forms, messaging, financing, and the iPad experience — including a fix that prevented patient email addresses from being saved correctly after form submissions, and new financing options visible to patients on invoices and quotes.

Highlights

• Patient Emails Saving Correctly from Forms A behind-the-scenes issue was causing patient email addresses to be saved as garbled text (like {"email":"name@example.com"}) when patients filled out intake or medical history forms. This required staff to manually correct every affected profile. The issue is now fully resolved — emails will save cleanly going forward.
  • Affects intake forms, medical history forms, and lead forms submitted through the patient portal
  • New patients added through form submissions will now have correctly formatted email addresses automatically
  • No action needed from your team — existing affected records may still need manual review
• Early AccessRequest access →PatientFi Financing Teasers on Patient-Facing Pages Patients can now see estimated monthly payment options powered by PatientFi directly on their invoice payment links and quote acceptance pages — helping them understand financing availability before they even ask. This appears automatically for balances of $200 or more when PatientFi is enabled for your practice.
  • “Payments as low as $X/month” messaging appears on patient invoice payment pages and quote acceptance pages
  • Also visible in the invoice preview modal and receipt page in the patient portal
  • Only shown when PatientFi is enabled and the balance is $200 or more — no configuration needed

New Features

• Early AccessRequest access → UI UpdateOTP Verification for PatientFi Transactions When a staff member initiates a PatientFi financing transaction in the office on behalf of a patient, they’ll now be prompted to verify a one-time code sent to the patient’s phone. This adds a layer of security to ensure the patient is present and consents to the transaction.
  • A 6-digit code is sent to the patient’s phone when a provider starts any PatientFi transaction
  • The patient reads the code to the provider, who enters it to proceed — the whole step takes only seconds
  • Once verified in a session, subsequent actions don’t require re-verification; patient self-service flows are completely unaffected
• Early AccessRequest access → UI UpdateWaitlist Filtering and Manual Open Slots Your waitlist tools have been expanded with better filtering options and the ability to manually create open slots — giving you more control over how cancellations and open appointments are offered to waiting patients.
  • Manually create an open slot to broadcast to waitlisted patients even without a cancellation
  • Improved filtering so you can target the right patients for specific providers or services
  • Stricter matching ensures waitlisted patients are only offered appointments that truly fit their request
• UI UpdateFirst and Last Name Required for CSV Audience Imports When importing a patient audience via CSV for marketing campaigns, first and last name are now required fields. This prevents incomplete patient records from being created and makes your audience lists more reliable.
  • The column mapping step now requires you to map both first name and last name before proceeding
  • Rows missing a name are clearly flagged in the review step so you can fix your file before importing
  • The ‘Will Import’ count only reflects rows that have a valid email and both name fields

Improvements

• iPad Layout Improvements Several pages have been cleaned up and optimized for use on iPad, making it easier for staff working tableside to navigate invoices, patient charts, and appointments without layout issues.
  • Invoices, patient charts, appointments, and medical info panels all display more cleanly on iPad screens
  • Improved spacing and layout consistency across the patient profile view
  • No changes to how things work — just a better visual experience on tablets
• SMS Message Status Updates Instantly When you send a text message to a patient, the conversation view now immediately shows the delivery status instead of showing a brief delay before updating. You’ll get faster confirmation that your message is on its way.
  • Message status (sent, delivered, etc.) appears right away after sending in the Conversations view
  • Eliminates the brief blank or delayed status indicator that previously appeared
  • No change to how messages are sent — just quicker visual feedback
• UI UpdateMMS Image Validation in SMS Campaigns When attaching images to SMS campaigns, you’ll now see clear feedback if a file doesn’t meet messaging requirements — such as unsupported file types or files that are too large — before you try to send.
  • Unsupported file types and oversized images are flagged immediately when you try to attach them
  • Clear error messages explain what’s wrong so you can swap in a compatible file
  • Applies in the SMS campaign content editor and the marketing asset selector
• Consent PDF Shows Readable Labels When generating a PDF of a completed consent form, consent field responses now display as readable labels (e.g., “I agree”) rather than raw system values — making your records clearer and more professional.
  • Consent responses in generated PDFs now show human-readable text
  • Applies to all consent forms rendered as PDFs from patient records
  • No change needed — PDFs generated going forward will reflect this improvement automatically
• Telehealth Links Reliably Sent to Virtual Patients Patients marked as virtual were sometimes not receiving their 15-minute pre-appointment telehealth link reminders. This has been corrected so all virtual appointment patients get their link on time.
  • Virtual patients now reliably receive the telehealth link 15 minutes before their appointment
  • Fixes a gap where certain appointment types weren’t triggering the link delivery
  • No configuration changes needed — this works automatically for all virtual appointments
• Incoming Texts Routed to the Right Patient When a patient sends an inbound text message and they exist in multiple workspaces, the message is now correctly delivered to all relevant conversations — so no incoming patient messages get missed.
  • Inbound SMS messages are now matched to all relevant patient records across your workspace
  • Reduces the chance of a patient reply going unnoticed in your Conversations inbox
  • No action needed — routing happens automatically in the background

Bug Fixes

• Form Recurrence Column Shows Correct Setting In the Forms & Consents list, some forms configured to send on “First Service Only” were incorrectly showing “Never” in the Recurrence column — even though the form was actually working correctly. The display now matches the actual setting.
  • The Recurrence column in the Forms and Consents list now accurately reflects each form’s configured setting
  • Forms set to “First Appointment Only” or “Every Appointment” will display their correct label
  • No changes to how forms are delivered — this was a display-only issue
• Pharmacy Field Cleaned Up in Intake Forms An unnecessary internal pharmacy ID field has been removed from the intake form builder, and the pharmacy phone number field now has a clearer label — making form configuration less confusing for your team.
  • The redundant pharmacy NCPDP ID field no longer appears in the intake form field list
  • Pharmacy phone number field is now clearly labeled in the form builder
  • Existing forms are not affected — this only impacts the field selection options going forward
• Max Patients Per Time Slot Displaying Correctly A display issue on the location settings form was causing the maximum patients per time slot field to show an incorrect value. This has been corrected so your configured limit is always shown accurately.
  • The max patients per time slot field in location settings now displays the correct saved value
  • No impact on actual booking behavior — the limit was always applied correctly
  • Found in your location configuration settings