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Release Notes

Find out what’s new, improved, and fixed in the latest updates.

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2025

Aug Release Notes

Sep Release Notes

Jul Release Notes

Aug Release Notes

Tuesday 6:10 PM

The Practice Admin can provide role-based access to the Billing Dashboard for specific Practice Members. This privilege enables users to view and update billing-related data based on their assigned roles

New Features

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

Updated Features

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

Resolved Issues

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

Sep Release Notes

Tuesday 6:10 PM

The Practice Admin can provide role-based access to the Billing Dashboard for specific Practice Members. This privilege enables users to view and update billing-related data based on their assigned roles

New Features

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

Updated Features

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

Resolved Issues

1. Navigate to Setup > User Management > Roles.

2. Select an Existing Role or Click Create Role to add a new one.

3. In the Assigned Roles panel, locate the Home > Dashboard section.

4. Enable the ‘View & Add/Edit & Update’ options based on the required access

5. Click the Save Button to apply changes.

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