New Enhanced Fixed
6 days ago

Release 4.9.5

✨ NEW

Auto Send Forms per Appointment Type
  • Select forms, form packages, or Form Builder forms to automatically send for each appointment type
  • Coose when forms are sent: at the time of scheduling, or a set number of hours or days before the appointment
  • Toggle auto send off for individual appointments at the time of scheduling
  • See the list of forms that will be sent for an appointment at the time of scheduling
  • Patients with a MyNEOHealth Patient Portal account will be sent forms to their portal
  • Patients without a MyNEOHealth Patient Portal account will be sent an email with PDF forms to download and complete
Note: Forms will only be sent for newly scheduled appointments made after the configuration is complete

✨ENHANCED

  •  A new Edit button now exists on the patient's Insurance page
  • Performance updates to increase speed


✨FIXED

  • Emails were incorrectly being sent for deleted appointments
  • The patient snapshot on the patient profile now updates the “next appointment date” when an appointment is deleted
  • The email sent when patients are linked now shows the patient's name instead of their email address
  • Schedule performance fixes:
    • The schedule no longer cuts in half when dragged between two screens
    • The work week/week date range now stays on the week you were viewing instead of defaulting to the current week
  • Fillable signed PDF forms now display when viewed in Google Chrome
  • The signature box on completed fillable PDFs no longer comes back blank when a select signature box was used for signing

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