✨ New Features & Improvements
Fax
  • Dedicated Fax Blast History
    — Easily review the status and details of your fax blasts with a new dedicated tab in your Fax History.
Documents & Workspaces
  • Real-time Document Updates
    — Your document list now automatically refreshes to show the latest changes, so you always see the most current information.
  • Enhanced Document Filtering
    — You can now filter your documents by multiple statuses and types at once, making it easier to find exactly what you need.
Identity & Access
  • Streamlined User Role Management
    — A new 'User Assignments' tab makes it simpler to manage and assign roles to your users.
Workflow
  • Workflow Templates Now in Beta
    — Our new suite of workflow templates for renaming, sending to EHR, routing to workspaces, and applying tags is now available for beta testing, helping you automate common tasks.
🐛 Bug Fixes
Fax
  • Fixed an issue where fax history updates were not always correctly filtered by account.
  • Fixed an issue preventing legacy fax summary reports from loading correctly.
  • Fixed an issue that caused fax blasts with attachments to fail.
  • Fixed an issue where downloaded fax filenames were not always correctly formatted.
Documents & Workspaces
  • Fixed an issue where the document type dropdown was not displaying all available document types.
EHR
  • Fixed an issue that prevented sign-in when an organization ID had different casing.
  • Fixed an issue where the task creation due date field would clear itself, preventing submission.
Portal
  • Fixed an issue where loading spinners would sometimes get stuck until the page was clicked.