We’re excited to share the latest updates in this release! This round includes powerful new features, enhancements, and performance improvements designed to streamline operations, expand flexibility, and improve overall usability. If you don’t see the latest features just yet, don’t worry as we make this release available to all of our customers soon.
What’s New:
Inventory Barcode & Shelf Labels: Improve Accuracy & Organization
We’ve introduced a brand-new capability for creating, managing, and printing Inventory Barcode Labels and Shelf Labels, giving you greater visibility and control across your warehouse or retail environment.
You can now generate labels directly from the Inventory tab, Product Catalog, and Purchase Orders.
Barcode Labels
Barcode labels help uniquely identify individual items in your inventory. Each label can include:
Bin Location – See where each item is stored
Item Unit – Each, box, case, etc.
Product Serial # / Lot # – Improved traceability for serialized or lot-tracked items
Shelf Labels
Shelf labels identify storage locations or display shelves and can include:
Product Barcode – Quickly access associated product records
Product Description – Easily identify items on shelves
Unit Price – Helpful for retail or customer-facing environments
ZPL Printing Support
Labels can now be printed in ZPL (Zebra Programming Language), enabling seamless printing to Zebra and other ZPL-compatible label printers — no extra formatting tools required.
Custom Fields for Product Details: Tailor Product Data to Your Needs
You can now configure custom fields on the Product Details page to capture organization-specific product attributes beyond standard fields.
Supported field types include:
- Text
- Number
- Date
- Checkbox
- Dropdown
Custom fields can be set up directly within product settings, giving teams more flexibility in displaying and managing product information.
Support for International Addresses & Phone Numbers
The system now supports international address formats and phone numbers within patient records.
What’s New:
Addresses
- Support for non-U.S. formats
- Expanded country selection for global patients
Phone Numbers
- Support for international dialing codes
- Automated validation and normalization by country
Mass Credit Balance Adjustments in Write-Offs
The Write-Off tool now supports bulk credit balance adjustments, making it easier to identify and reconcile multiple accounts with credit balances.
Benefits:
- Perform write-offs across multiple invoices or accounts at once
- Simplified workflow for managing overpayments
- Consistent application of write-off rules across bulk actions
Updated Billing Period Logic for New Rentals
When adding a new rental manually from the rental page within the patient record:
- If the rental begins in Billing Period One, the Billing Period field should automatically remain blank.
This ensures the initial invoice correctly generates for Billing Period One without manual adjustments.
Open Tasks in a New Page from Hover Action
You can now open any task in its own page with just one click while viewing your task list.
What’s New:
Hover over a task → click the new quick-launch icon → the task opens in its own page, improving workflow efficiency.
Support for Product Identifiers in the Product Catalog
We’ve added support for default Product Identifiers, including the ability to automatically populate identifiers such as the NDC or UPN based on product master data.
Why this matters:
- Ensures accurate default identifiers on invoices and claims
- Reduces manual entry and improves data consistency
Updated User Interface for Catalog & Inventory Pages
We’ve refreshed the UI to deliver a more modern and intuitive experience.
What’s New:
- Modern Layouts – Cleaner design and better readability
- Advanced Filters – Filter by category, status, location, and more
- Custom Views – Save preferred views to quickly access the necessary data
API Enhancements
Product Custom Fields API
We’ve expanded API support to manage and retrieve custom field data for products.
New Endpoints:
GET /v1/products/{productId}/custom-fields – Retrieve a product’s custom field values
PUT /v1/products/{productId}/custom-fields – Update custom field values
GET /v1/products/{productId}/custom-fields/{fieldId} – Retrieve a specific field value
Enhancements:
GET /v1/products now supports a customfield filter for querying products by custom field values.
Payment Webhooks
New webhook events have been added for payment lifecycle activity:
payment.created
payment.updated
payment.deleted
Inventory Product Webhooks
New webhook events for inventory product changes:
management.inventory.product.created
management.inventory.product.updated
management.inventory.product.deleted
Insurance Eligibility API
We’ve added new eligibility endpoints to support checking insurance coverage with or without an existing patient record.
Check Coverage Without a Patient Record
POST /v1/insurance/eligibility
Use this to run a real-time 270 eligibility check before creating a patient — ideal for pre-onboarding or one-off encounters.
Check Coverage for an Existing Patient
POST /v1/patients/{patientId}/insurances/{insuranceId}/eligibility
Useful for routine coverage checks, automated workflows, and ensuring patient data accuracy.
Ongoing System Performance Improvements & Fixes
We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.