Happy New Year to our clients, and thank you for your continued support. This release kicks off the new year and we’re excited to bring you the latest updates! Inside, you’ll find new features and useful enhancements. If you don’t see the new features right away, don’t worry—they’ll be rolling out to all customers soon. This year is just getting started and it’s going to be big. We have a wave of powerful new features rolling out throughout the year. These updates will unlock new possibilities and continue to make your experience faster, smarter, and improve how you work with our product.
What’s new:
Enhanced Product Catalog Filters
We’ve expanded the advanced filters under Management → Catalog to make it easier to find products quickly and accurately.
Enhancement Includes:
- Added Part Number and HCPCS as advanced filter options
The Payer/Plan Detail Report now includes the Unique Plan ID Previously, the Unique Plan ID was not available as a drop in column in the report. This enhancement makes the information directly accessible in the report, reducing manual effort and improving reporting and data management.
Improved Order Confirmation Fax Details
We’ve updated the Order Confirmation fax to improve readability and make key patient and order information easier to identify.
Enhancements Includes:
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Added Patient Date of Birth (DOB) for clearer patient identification
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Restyled Patient Name and Sales Order (SO) Number for improved legibility
Place of Service (POS) Automation for Facilities & Orders
We’ve added Place of Service (POS) Code support to improve facility configuration, order handling, and invoicing consistency.
Enhancements Includes:
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Facility Configuration: Added an optional POS Code field during Facility setup and editing, with support for selecting standard POS codes.
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Order Cost Sharing: When a Facility is linked to a patient, its POS Code now automatically defaults onto the order and is displayed in the Cost Sharing section. Users may edit or override the POS Code at the order level as needed. If no Facility is linked, or if the Facility does not have a default POS Code configured, the POS Code will default to 12 (Home), consistent with current system behavior.
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Invoicing: The invoice will include the POS Code specified in the order’s cost sharing section, supporting more consistent billing workflows.
Connect Scale to Streamline Shipping Label Creation
We’ve added a Connect Scale feature that simplifies package weighing by automatically capturing weight data, reducing manual entry and improving accuracy across shipping and inventory workflows.
Enhancements Includes:
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Added a Connect Scale button next to the weight input field
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Automatically retrieves weight data from supported electronic scales (e.g., USB/COM-connected devices)
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Eliminates manual entry to improve accuracy and speed
UOM Import/Export in Data Transfer
We’ve expanded Data Transfer capabilities with support for Unit of Measure (UOM) import and export, making it easier to manage UOM configurations at scale.
Enhancements Includes:
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Added UOM Import/Export under Management → Data Transfer
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Download existing UOM data or upload updates in bulk
This enhancement streamlines management of complex product Unit of Measure (UOM) configurations, improving efficiency for teams.
International Support: Country Field Added
We’ve expanded international address capabilities by adding a Country field to insurance addresses in the patient profile. The default country remains USA, maintaining consistency with previous behavior.
Save User Filter Views: Default Selection & Usability
We’ve enhanced saved filter views to be more intuitive and efficient. Users can now mark a saved filter as the default when creating it as a view.
Enhancements Included:
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Default Filter Selection: Users can now choose a saved filter as a default view, so it automatically applies whenever you open the page from a fresh state.
Ongoing System Performance Improvements & Fixes
We’ve made additional performance optimizations and resolved various issues to ensure the system continues running smoothly and reliably.