📌 This release focuses on enhanced consent and intake handling, expanded appointment and insurance support, improved reporting capabilities, and overall platform stability improvements.

📝 Consent & Intake Improvements

• Dynamic Consent Rendering (Client Portal): Consent forms now display the patient’s full name and current consent date when rendered during the intake flow.

• Consent PDF Generation & Storage: A PDF is generated and saved for every consent captured, regardless of whether it originates from the application or API, ensuring consistent recordkeeping and compliance.

• External Intake Data API: Introduced a new API to receive intake data from external systems.

  • Intake data is validated and stored

  • A reference ID is returned for downstream processing

🩺 Clinical & Questionnaire Enhancements

• Rule-Based Intake Questionnaire: Enhanced the intake questionnaire with rule-based validation logic. Based on user responses, the system can now trigger conditional actions, such as preventing users from proceeding further in the appointment flow for specific red-flag answers.

📅 Appointments & Insurance Enhancements

• Follow-up Appointment Support (API): Updated the Create Appointment API to support follow-up appointments.

• Non-Adult Family Member Insurance Support:

  • Providers can now add insurance details for non-adult family members

  • Client Portal appointment flow supports using non-adult family member insurance during appointment booking.

📊 Reporting Enhancements

• New Discount Report: Introduced a new Discount Report to provide visibility into discounts applied during consultations for improved tracking and financial analysis.

• Consultation Report Enhancements: Added Group filter and Group column to the Consultation Report screen for improved filtering and visibility.

• Billing Report Enhancements: Added Group filter to billing reports to support improved financial analysis.

🔐 Security & Access Improvements

• Password Reset Experience Enhancement: Improved the password reset success screen and reset link behavior to enhance usability and security.

⚙️ Platform & Stability Improvements

• Backend integrations and internal platform improvements were completed to enhance system reliability and maintainability.

• Multiple bug fixes, workflow refinements, and performance improvements were implemented across the platform to improve overall stability.