We have released several new functionalities that you might want to utilize.

Changes & New Features

There is a lot to unpack in this update. In summary:

  • Template creation is more streamlined
  • Collect credit card details via online forms
  • Fullscript Integration
  • Performance improvements for telehealth
  • Required fields (including signatures and credit cards) for online forms
  • Set a default recipient (client or contact) for shared documents
  • Notes can be signed off and locked
  • Documents now support images
  • Bills can be shared with contacts
  • See when clients last viewed shared documents

We have also changed the names of a few things for improved clarity

  • Terms are now elements e.g., custom elements
  • Merge fields are auto text
  • Free text terms are now text blocks
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