2018 Enhancement Release Notes
November 16, 2018
•Fax Confirmation Page - added fax confirmation page functionality
September 7, 2018
•Print Audit Trail - ability to print the audit trail has been added
July 27, 2018
•File Upload - a standard csv file upload format has been added for office locations
May 22, 2018
•View/Print BAA - a new function is available on the Tools menu to view/print the Business Associate Agreement
•File Upload - the screen has been redesigned and standard csv templates added to upload patients, contacts, Blast patient list, and appointments
•File Upload - the format of the standard patient csv file upload has been modified
•File Upload - the format of the standard appointment csv file upload has been modified
•File Upload - a standard csv file upload format has been added for address book contacts
•File Upload - a standard csv file upload format has been added for Blast
May 4, 2018
•Blast - several of the predefined lists can now be automatically repeated on a weekly basis
•Blast Manage Lists - non-numeric characters will be automatically deleted if entered in the Age filter
•Practice Information - new fields have been added to identify the practice National Provider ID (NPI) and the practice specialty
•My Signature - you can now upload your signature via a PDF file
•Mark as Spam - if the item you're sending to the Spam folder is a fax, you can optionally add the fax number to the Block List at the same time
April 25, 2018
•Supported Browsers, Devices, OS - updated list of supported web browsers, mobile devices, and operating systems
April 20, 2018
•Direct Address Directory - when searching the directory in the Address Book the results are now sorted by last name and first name
•Address Book - for Pharmacy practices the Address Book Category field now includes an option for "Prescriber"
•Send a Fax - when sending a fax the confirmation notification now includes the number of pages faxed
•Spam - the Delete all SPAM messages now link has been removed (now that we have a Delete All button)
•Reminder Scripts - the appointment time field is no longer required in your reminder scripts (the library scripts will still include the time field)
•Reminder Scripts - a new variable is available to include the location address in the reminder for your email and phone scripts
•Move to Inbox - the Move to Inbox button will no longer be present when you're already in the Inbox folder
•Archive - the Archive button will no longer be present when you're already in the Archive folder
April 6, 2018
•Users - the values in the Specialty Classification and Specialization fields are now listed in alphabetical order
•Tags - you now have up to 49 tags to organize your Inbox items
•Item Management - the Delete All function in the Trash folder now waits till 11:30pm to start the process
•Text Message - the recipient's responses and your replies now append to the original text message until 24 hrs of inactivity
March 23, 2018
•Text Message - (applicable to sites using Locations) - a Send From field has been added to specify the sending location
•Text Message - when a text message is received the First Name, Last Name, and Business Name from the Address Book will display
March 9, 2018
•Blast - removed the following field when sending a Blast message Message Contains Educational Resources
•Password Reset - users are now directed to the Login screen after resetting their password
•Workspace Tool Bar - the Workspace Tool Bar buttons presented will vary based on what is selected (items, pages within items, both)
February 23, 2018
•Scheduling - in the Patient Self-Scheduling configuration you can now allow patient to schedule an immediate appointment
•Reminder Scripts - the library scripts have been renamed to be more descriptive
February 9, 2018
•Internal Forms - new button has been added to let you optionally print a copy of the form
January 31, 2018
•Virtual Printer - updated the instructions for setting up an Updox Virtual Printer on a Mac OSX device
January 26, 2018
•Queues - Users assigned to Queues are now listed in alphabetical order by last name
January 12, 2018
•Resend Fax - now supports resending previously failed faxes
•Text Message - new feature available for select EHR products that lets you send a text message from the Inbox