Release v3.4

This version has been last updated on testcenter on 1/5/2017, and is scheduled to go live on February 12th 2017.

Email widget

Email widget

Changed: the To and Cc fields on the email dialog. link

Folder widget

Fixed: issue with load being called twice

Contact Search

Update: optimization to contact search

List Maintenance > Diagnosis

List Maintenance > Diagnosis

Added: additional filtering to the grid

Billing > Contact Search

Changed: contact search to use type ahead. This allows for faster loading up the pages.

List Maintenance > Payment Source

List Maintenance > Payment Source

Added: ability to change the related contact linked to an insurance company

Proofing Screen

Fixed: issue where sort/grouping was resetting when grid reloads

Third Party Billing

Added: ability to mark a batch to post. If enabled, marked batches are posted out of process during off hours.

Added: ability to resubmit a claim from a transmitted batch

Clicking the Resubmit icon will cause the claim to be added to a resubmit batch

Email Widgets

Fixed: issue where certain addresses were preventing the email from being sent from a reply or forward.

Calendar Items

Fixed: issue where double clicking save could create duplicate calendar items

Fixed: issue where "Are you sure you want to close" dialog would show even when the calendar item did not change.

Form List Editor

Form List Editor

Updated: form list editor to be more intuitive (link)

Call Log Widget

Call Log Widget

A new widget was created for Call Log. Information can be found here.

User Maintenance

Added additional logging for auditing changes to user records.

Items that are logged:

- Users added, updated, deleted, marked inactive

- Permissions,Departments, Groups added/removed from a user

- Alias / Signatures added/removed.

By request, a report can be uploaded to your system to see this logged data.

Contact Widget

Added a new create contact dialog:  Creating a contact