Release Notes June 28th, 2021

Express Checkout

• Added user preference to allow diagnoses to be added to an invoice automatically.
• Updated auto-promotions to allow them to be disabled if needed.

Client / Patient Workspace

• Product Order Management system has been released for our clinic text group for testing.

Reporting

• Updated the Detailed Sales Report to allow the option of reporting sales based on the payment date as opposed to the invoice date.
• Update the Detailed Sales Report to allow filtering of paid vs unpaid invoices. Previously, this could only be done on the Sales Summary report.