October Updates! 🎃
Treats are coming 👻 Starting this Sunday, October 25th, there's a brand-new look across the whole platform.
Plus: Handcraft Health built right in, PDFs that turn into custom forms, magic-link sign-in, automatic birthday emails for your patients, and a long list of practice management improvements.
Top Five Highlights!
A brand-new look and feel: We left no stone unturned. Every page got a fresh look built on the basics of great design: the most important information easy to spot, and a consistent feel across the whole app. And we kept your buttons where they've always been, so nothing feels unfamiliar.
Handcraft Health is here 🌿: Drop-ship Chinese herbs and supplements straight to your patient's door, and earn a portion of the proceeds. Patient info is already synced, and Handcraft's smart tools help you find the right prescription. Here's how to set it up in Settings → Integrations. We're thrilled to be launching this.
Turn PDFs into custom forms: Upload a PDF or photo of a form you already use. We create the fields, checkboxes, and signature areas. Review, adjust, and send to patients.
Patient sign-in with a magic link: Patients can now get a sign-in link sent straight to their email, no password needed. It's a smoother, simpler way in, especially for patients who find technology a bit of a hassle ☺️ Passwords still work, and two-factor authentication still applies if a patient has it on.
Automatic birthday emails: A personalized birthday email goes to your patients on their big day, with a booking button and an optional birthday coupon, encouraging them to visit again. Enable it under Settings → Notifications → Patient notifications → Birthday Notifications.
Scheduling & Calendar
See what matters faster: The Home page and Schedule got a lot of love. Click the gear icon on either one to show details, tags, and internal notes on hover (or turn that off), clear away extra buttons, and hide canceled appointments with a quick toggle on the schedule.
Block out a room: Add a break and choose whether it blocks all of a provider's rooms or just a single room. No workaround needed.
Cleaner, more modern filters: They stay out of the way when you're not using them and are right there when you need them.
Billing & Documents
Revamped PDFs: Invoices, superbills, treatment summaries, and treatment plans have a fresh, polished look, so everything your patients receive looks as good as the care you give 😊
Clearer package refunds: A simpler, guided process that shows what will happen to the visits a package covered before you confirm anything.
Say goodbye to hand-editing package superbills: Editing discounts by hand took time and led to mistakes. Now the package discount is distributed across your codes for you, you can review and adjust before saving, and a green check shows when the total matches the package price.
You're in control of tipping: Use the standard percentage choices or set dollar options like $10, $15, and $20 for online payments. Patients can always add a custom tip. You can configure or disable this at any time in Settings → Billing → Miscellaneous Billing → Customer Tips.
Patient Portal & Booking
Customize your prepayment message: Change the message patients see when prepayment is on, right on your Stripe integration settings page.
Gift cards in the booking flow: Patients can apply one while booking when prepayment is required.
Clearer appointment notifications: Texts and emails now name the main service and its add-ons, plus the start time of the first service, so patients know exactly when to arrive.
A couple of noteworthy improvements 🤓
Smoother Telehealth: A connectivity indicator shows when you or your patient has a poor connection, so you're not in the dark. Join from a new device and we'll offer to switch you over, closing the call on your other device.
Setup Wizard 2.0: We've rebuilt onboarding from the ground up. The result of months of work, it gives new users a complete, guided setup of their practice, which makes it perfect for any practitioner or clinic you refer. Existing users benefit too: updating your Policies and Custom Forms is now smoother than ever.
And a Lot of UX Polish 🎨
We shipped a long list of smaller interface improvements: calmer colors, cleaner buttons, better spacing, and clearer labels. Little things, but they add up ✨
What's Incoming! 🔭
Private Messaging: One-on-one conversations between patients and staff, and between staff members, while your existing practice conversations stay just as they are.
Telehealth Group Classes: Run online classes right from your account, with join links sent to every student automatically.
Waitlist Improvements: A smarter, more powerful waitlist for both patients and staff. Patients can mark the times they can't come, so they only get notified about slots that actually work for them, and staff get a cleaner view and better tools for managing the list.
Vacation Auto-Response: Set a vacation message with start and end dates so nobody's left waiting.
Smarter Insurance Billing: See the reimbursement you expect from each insurance company, so your team can work out coinsurance and collect the right amount at the visit. Add a separate fee schedule for No-Fault or Workers' Comp and apply it to a claim in one click. Uploading ERAs will take fewer steps, too.
Your feedback shapes everything we build. Thank you! 🙌
