Enhancements  

Patient Portal 

• Government ID upload is now optional where the service doesn’t require it, so patients can move forward without getting stuck on documents; result: faster sign-ups, fewer drop-offs, and less support back-and-forth.

Provider Portal  

• Providers now see every choice from patient multiple-choice and radio questions with the selected option clearly marked, so they understand the full context behind each answer; result: better clinical clarity and fewer follow-ups.

Admin Portal  

• After completion, patients are directed to a service-specific “Thank You” page tailored to next steps for that service; result: clearer guidance, stronger conversion to follow-up actions, and fewer confused tickets.

API & Integrations  

• We now pass the customer’s email when returning from the payment page, so receipts and records match cleanly across systems; result: smoother reconciliation and fewer “who paid for this?” support requests.

Bugs  

Patient Portal  

• Sometimes the landing page bounced users to the login screen because the session check misread active logins; we tightened the routing so signed-in users land where they meant to go, consistently.

Enhancements

Patient Portal
Updated the Photo ID upload page text so it clearly explains the legal requirement, secure storage, and what to do if upload fails, helping patients feel safer and know exactly how to share their ID.

Provider Portal
1. Expanded multiple-choice question views so providers now see every answer option alongside the patient’s choice, giving clearer clinical context and supporting more confident, safer treatment decisions.

2.Implemented Rx Ave within the new provider view so prescribers can use this pharmacy option directly in their workflow, reducing tool switching and helping prescriptions reach the pharmacy more smoothly.

API & Integrations
We added the patient’s email address to the payment redirect link so your own thank-you pages can automatically recognize who completed payment, cutting down on manual matching work and follow-up outreach.

Bugs

Patient Portal
In some chats, patients could not reply because the message box failed to appear after a provider wrote to them; we fixed the chat layout so the typing field now reliably shows in every conversation.

Enhancements  

Patient Portal  

We introduced the FRAT service-based flow so patients complete demographics, payment, and a brief questionnaire; result: an auto-generated lab-requisition email and, after results upload, a link to schedule their visit.

Provider Portal 

For FRAT services, async consults now auto-assign to the mapped provider and begin in “Lab Requested”; result: clear queues and predictable handoffs once lab results are attached.

Support Portal

We added a Pharmacy Selection Preference on the service edit page so teams can choose Default, Dosepot name, Dosepot NCPDP ID (pharmacy identifier), or database name search; result: faster, more accurate pharmacy matching.

Admin Portal 

FRAT setup now auto-populates patient and provider details into a lab-requisition email sent to designated addresses and creates a consult in “Lab Requested”; result: fewer manual steps and better traceability.

Bugs  

Support Portal  

In State Mapping, the picker closed after one selection and rows were only clickable on a tiny plus icon because of inconsistent UI handling; we fixed it by keeping the picker open and making entire rows clickable.

Support Portal 

Enhancements 

• API contract: Standardized the field to preferred_pharmacy_selection to keep integrations consistent and prevent payload mismatches.
• Mapping visibility: Added green check/red cross icons on the Consult page so agents can instantly see patient–pharmacy mapping status without opening extra views.

Bug Fixes  

• Tenant search: Prefix search didn’t return results; enabled first-letters matching so partial typing quickly finds tenants.
• Pharmacy form validations & flow: Validation stayed on “Required” and Save redirected to listing; live, accurate messages now show as you type and you remain on the edit page, making corrections faster.
• Duplicate IDs on edit: Existing NPI/NCPDP weren’t flagged correctly; duplicate checks now block conflicts with clear messages, preventing bad data.
• Provider Mapping pagination: Next/Prev appeared on empty lists; controls now disable on empty states, avoiding dead-end navigation.

Provider Portal  

Enhancements  

• Dashboard analytics: Shows Sync/Async totals, Completed/Incomplete/Total, date/tenant filters (default last 30 days), plus an earnings summary—so providers can track workload and revenue at a glance.

Bug Fixes 

• Consult Note responsiveness: Template content was clipped/misaligned on some screens; layout now scales cleanly so all fields are readable and usable.
• Long service names in Consult Details: Text overflowed the Order Details area; names now wrap/truncate correctly, preserving layout and readability.
• Chat module accuracy: Initial vs. follow-up labels, Async/Sync type, timestamps, and created dates were inconsistent; labels and types are correct, timestamps use the provider’s timezone, and created dates display consistently—so lists and threads make sense.

Security  

• Axios advisory: Three repositories were flagged for a known axios vulnerability to reduce exposure to security risks; updates are being applied across affected projects.

Provider Portal

• DEA Number Management
  Providers can now add multiple DEA numbers with expiration dates. DEA is optional for non-controlled consults but required for controlled medications by state.

Support Portal

• User Module Fixes
  Resolved errors when updating gender to “Other” and corrected navigation so address updates no longer reset to the wrong tab.
  
• Form Reset Behavior
  Fixed issue where canceled forms retained old values; forms now reset properly when reopened.
  
• Tenant Field Validation
  Tenant field is now mandatory in Support User creation, with proper validation messages enforced.
  
• Provider Module – Tenant Format
  Tenant names in dropdowns now display in proper format (e.g., Doc Now instead of doc_now).
  
• Tenant Module – Provider Mapping
  Fixed issue where already mapped providers still appeared in search dropdowns when mapping services.

Backend / API

• Rx Avenue API (Phase 1)
  Implemented API integration for e-fax prescribing. Providers see an e-fax iframe; prescriptions are sent via API, with RX pads managed from the backend.
  
• Rx Avenue API (Phase 2 – Support Portal)
  Super Admins can now add RX pads via the Support Portal. Admins can assign clinic favorites for pharmacies, making them visible to providers while prescribing.
  
• Webhook Streamlining
  Standardized WellSync webhook format to align with other system webhooks for consistency.
  
• Consult Completion SMS
  Updated completion SMS text for WellSync Urgent Care consults to provide clearer communication.

Patient Portal

• Content Update
  Updated home page buttons to read Book New Consult and Next Follow-Up Date for clearer navigation.
  
• Consult Booking Flow
  Patients can now proceed with payment even if no provider is assigned. Async consults stay in Schedule Pending; Sync consults display a state-specific support message.
  
• PillBox – External Flow (Upload ID)
  Increased file upload size limit to 20MB for external PillBox flow, aligning with internal flexibility.
• Government ID Upload
  Expanded accepted file formats to include PDF, HEIC, and DOC for ID verification.

Support Portal

• State Mapping
  Selected states are now hidden from the dropdown to avoid duplicates when mapping.
  
• User Module Fixes
  Corrected issues where updating gender to “Other” caused errors, and address updates redirected back to the wrong tab.
  
• Tenant Field Validation
  Tenant field is now marked as mandatory during Support User creation, with proper validation messages.
  
• Provider Module – Tenant Display
  Tenant names now display in proper format (e.g., Doc Now instead of doc_now) in dropdown lists.
• Form Reset Behavior
  Fixed issue where forms retained old values after canceling; forms now reset properly when reopened.

PillBox

• External Flow – Completion Rule
  Providers must complete the Authorize RTM step before marking a consult as complete, ensuring proper compliance.

Patient Portal

• Schedule Pending Consults
  Fixed navigation so consults in Schedule Pending status now redirect correctly to the scheduler page instead of restarting at the questionnaire

Admin Portal

• SLA Tracking for Async Consults
  Added SLA tracking (starting with WellSync Publix). Overdue consults automatically turn red in both Admin and Provider Portals for quick visibility.
• Transaction Tab Visibility
  Restored the missing Transaction tab so Admin users can view and manage transactions without issues.

Support Portal

• Dashboard Responsiveness
  Improved dashboard responsiveness for better usability across different screen sizes and devices.
• Email Field Validation
  Standardized email input validation across all modules to ensure consistency and accuracy.
• Tenant Field in Edit Mode
  Tenant field now displays in read-only mode while editing Support User and Group Admin profiles.
• Provider Module – Tenant Display
  Fixed empty tenant values in provider profiles and corrected tenant reassignment display in filters.
• Provider & User Modules Data
  Restored missing data visibility in the Provider and User modules.

Provider Portal

• Chat Section (New)
  Introduced provider–patient chat with quick access buttons, unread message badges, and iframe integration in consults.
• Consult Completion (Old)
  Fixed issue allowing consults to be marked complete without approving and sending prescriptions properly.
• Fetch Prescription Button (Old)
  Corrected bug where the fetch button only showed a loader without retrieving prescriptions.

Patient Portal

Enhancements

• Questionnaire Page Optimization
  Refactored the internal and external questionnaire page code into reusable components to reduce duplication and improve maintainability.
  
• Scheduler Page Optimization
  Similar optimization performed on the scheduler page for both internal and external views by splitting large components and consolidating duplicates.
  
• Government ID Upload
  Enhanced upload functionality to support multiple file formats such as PDF, HEIC, and DOC.
  
• BriskMD Appointment Booking Workflow
  Introduced a new external appointment booking flow branded as BriskMD. This workflow allows pharmacies to initiate appointment scheduling for patients, including patient demographics, questionnaires, terms acceptance, payment, and confirmation.

• Stripe Payment on External Flow
  Stripe payment functionality has been integrated and verified for external booking flows, ensuring smooth payment processing.

Admin Portal

Enhancements

• Provider Consult Pricing
  Admins can now add and manage consult pricing (Sync, Async, and Control) directly under a provider’s profile. These fields are non-mandatory.

Bugs

• Date of Birth Display Issue
  Fixed an error where the Date of Birth field was showing one day ahead of the actual date on the consult page.

• Create Admin Validation Issues
  Improved validation rules in the “Create Admin” tab to ensure:
  
  • Proper email format validation.
  • First/Last name fields do not allow blank spaces.

Support Portal

Enhancements

• Consult Pricing Management
  Added the ability to store consult prices for providers (aligned with the new Admin Portal feature).

Bugs

• Consult Module: Pharmacy Search
  Fixed an issue where pharmacy search was not functioning correctly.
  
• Consult Status Controls
  “Change Status” and “Cancel” buttons are no longer displayed for consults with Payment Pending status.
  
• Consult Filters
  Corrected filter behavior in the consult table so “Completed From” and “Completed To” filters only return consults with a Completed status.
  
• Pharmacy Form Validation
  Enhanced input validation for Phone and Fax fields to display real-time and accurate error messages. Fixed spelling errors and formatting consistency.
  
• Provider Reassignment
  Resolved incorrect prompts for date/time when reassigning async consults.
  
• Tenant Config Settings
  Fixed an issue where certain radio buttons (e.g., Govt ID card option) were not selectable.

Provider Portal (New)

Enhancements

• Consult Page Prescriptions
  
  • Regular Prescriptions: Instead of navigating to a new page, providers can now add prescriptions via a drawer interface.
    
  • Doespot Prescriptions: Simplified flow; providers are taken directly to the Doespot prescription page upon clicking “Prescribe.”
    
  • Compound Prescriptions: Similar drawer-based workflow introduced for adding compound prescriptions.
    
• Requested Medication Tab
  Added a new tab in the Consult Details page to display requested medications, consistent with the old portal.
  

• Protocol Display
  Protocols are now displayed directly within the Consult Details page, matching the functionality of the old portal.

Bugs

• Breadcrumb Structure
  Fixed breadcrumb navigation to display the correct structure for navigating towards consults. Also removed the redundant back arrow.
• UI Updates
  • Chat List page: Removed extra padding.
  • Video List page: Removed extra padding.
    
• Responsiveness
  Resolved responsiveness issues on the provider dashboard.
  
• Pagination Count
  Fixed incorrect pagination counts on the Consult History tab.

• Intake Form Visibility
  Provider-specific questions under the intake form are now hidden (but remain correctly visible under Provider Notes).

Patient Portal

Enhancements:

• Resolved OTP issue during account creation for tenants where static OTP was failing.

Bugs:

• Fixed issue allowing simultaneous logins from multiple devices. Now, logging into a new device terminates the session on the previous one.
  
• Addressed missing questionnaires under Intake Form details after consult creation; forms now load correctly post-consult.

Provider Portal

Enhancements:

• Enhanced RTM summary display to ensure all selected CPT codes appear correctly in the summary section.

Bugs:

• RTM flow issue where only one CPT code was displayed in the summary despite multiple being selected has been resolved.

BriskMD External Appointment Booking Workflow (New Feature)

Enhancements:

• Implemented a branded BriskMD appointment booking frontend, enabling pharmacies to initiate consults via a structured 7-step workflow (demographics entry, questionnaire fill, terms acceptance, payment, and booking).
  
• Pharmacy selection now supports search via NCPDP ID.

Admin Portal

Enhancements:

• Amount Field Label Correction: Removed “optional” label from the amount field where entry is mandatory.
  
• Payment Page Content Configuration: Added ability to enter custom content in the Service Master that displays on the payment page (Admin Portal New).
  

Patient Portal

Enhancements:

• Patient-to-Provider Chat: Enabled patients to initiate chat with their provider post-booking. Providers can toggle the chat room on or off per patient.
  
• Payment Tags on Bypass: Added ability to send order ID tags in payment bypass redirects for smoother return navigation to Upload ID page.
  
• Parameter Passing Update: Included user_id in the email field parameter for integrations, matching order_id behavior.
  
• Paid but Incomplete Consult Highlight: Enhanced visibility of the “Paid but Incomplete consult” button to clearly guide users.
  
• Payment Page Content Configuration: Added ability to display configured content on the payment page (Patient Portal New).
  
• Authorize.net Billing Address: Enabled patients to enter a separate billing address specifically for payment submission to the payment carrier.
  

Bug Fixes:

• Service Landing Page Icon Issue: Fixed inconsistent sizing of icons/pointers in service instructions exceeding one line.
  

Provider Portal

Enhancements:

• Chat Unread Count: Improved chat interface to show overall and per-conversation unread message counts to better inform providers of new patient messages.
  
• Profile Page Redesign: Updated the provider profile page with an improved look and feel for better user experience.
  
• Consult Page – Basic Details: Displayed consult details including order, patient, and pharmacy info with options to mark as Complete or No-Show.
  
• Consult Page – Authorise RTM (PillBox Health): Customized consult detail view to meet PillBox Health’s requirements.
  
• Mandatory Timezone and Signature: Enforced profile completeness by requiring timezone and signature before accessing the app.
  
• Pillbox RTM Flow Changes: Applied multiple flow changes for the Pillbox integration, including screen adjustments, optional uploads, SMS communication checks, consent email removal, and improved helper text in questionnaires.
  
• Audio Call Button: Updated the audio call button on the consult page for better usability.
  

Bug Fixes:

• Licenses Tab Error: Fixed error displayed when accessing the Licenses tab without any licenses added.
  

Support Portal

Enhancements:

• Dashboard Field Reduction (Old): Simplified the dashboard to display only Total Providers, Total Consults (paid only), New Patients (with payment), Consults Completed, and Consults Cancelled. Improved counting accuracy.
  
• Support User Tenant Name Issue: Corrected formatting issues with tenant names during support user creation.
  
• Role Validation for Admins and Devs: Made the role field mandatory in the create/edit form.
  
• Group Admin Tenant Name Validation: Corrected tenant name formatting and enforced validation in Group Admin workflows.
  

Dashboard Metrics Color Fix: Adjusted color scheme in the data visualization section of the dashboard for improved readability.

Patient Portal

Enhancements

• Automated Follow-Up Emails
  Patients who complete payment but don’t book a follow-up appointment now receive an email reminder automatically every 24 hours for up to five days. This ensures higher follow-through on scheduled care and reduces manual intervention by staff.
  
• Service Categories Redesign
  The service-catalog layout has been updated to match the latest design mockups. This improves clarity for patients browsing available plans and makes selecting a package more intuitive.
  
• Subscription History Display
  Users can now view all of their subscriptions—active, expired, and cancelled—along with transaction dates and status indicators. This transparency helps patients keep track of billing and plan usage without needing to contact support.
  
• Cancel Subscription Button
  Patients can now cancel active subscriptions directly in their dashboard. On cancellation, the subscription status updates immediately, and any remaining appointment credits are revoked. This prevents confusion over billing and empowers patients to manage their plans.
  
• Incomplete Intake Questionnaire Notifications
  If a patient pays but does not finish their intake questionnaire, the system sends an immediate notification (via email/SMS) linking them back to the portal. If the questionnaire remains incomplete, reminders are sent once per day for up to three days. Once the patient finishes the intake, reminders stop automatically. This reduces no-show rates and improves completion of required paperwork.
  
• Reordered OTP Verification in Registration Flow
  To prevent users from setting up passwords or profiles before confirming their email, the OTP step now comes immediately after the contact-information screen. Once the OTP is verified, the flow continues to security settings and then address details. Returning users see their address pre-filled. This change was crucial to avoid invalid accounts and ensure valid contact information from the outset.

• Centralized Subscription and Transaction Logic
  Our service-management module now flags certain offerings as monthly subscriptions and lets admins assign how many appointments per month a patient can book (ranging from 1 to 10 or unlimited). The transactions page now clearly distinguishes subscription charges from one-time fees, providing consistency in billing details. This was implemented to simplify subscription setup and prevent overbooking beyond allotted visits.

Bug Fixes    

• Demographic Details Clearing on Re-Registration
  Previously, if someone began registration, reached OTP without verifying, then restarted with the same email but different demographic info, the system retained the old (incomplete) details. Now, any abandoned demographic data is cleared when the user re-enters the registration flow. This ensures that patient records always reflect the most recent, verified information.

Provider Portal

Bug Fixes

• Removed Duplicate Consult Listings
  On the “Active Consults” list, some consultations were appearing twice. We adjusted the backend query so each consult shows up only once. This prevents confusion for providers and ensures accurate workload tracking.

Admin Portal

Enhancements    

• Lab-Order Status Visibility
  When patients request lab services, their consults now appear under two new statuses—“Lab Order Created” and “Lab Order Received”—so admins can track both the request and the results. Previously, lab-related consults were invisible, making it impossible to monitor pending or completed lab workflows.
  
• Policy Documents Display in Consult Details
  All tenants’ consult pages now show any uploaded policy or disclaimer files (not just Teledoc). Each document is timestamped. This was needed to make it easy for admin staff to verify that required legal documents are in place for every consultation.
  

• Unified Subscription & Transaction Management
  In the “Service Master” module, admins can now mark offerings as “monthly subscription” and set a monthly appointment cap. The subscriptions UI shows clearly how many visits remain and highlights one-time transactions separately. This centralization eliminates billing inconsistencies and reduces errors in subscription setup.

Bug Fixes    

• Fixed Blank-Filter Error on Transactions/Requests Page
  If no date range was applied or the “Reset” button was clicked, the transactions page previously showed a “No records found” message and a console error. We updated the default logic so that, when no filter is applied, the system automatically displays the last 30 days of data. This prevents errors and provides useful information rather than a blank screen.
  

• Provider Filter Now Works Correctly
  Applying a provider filter on either the Consult list or the Transactions/Requests list once returned consults or transactions with no provider assigned. Now, only items explicitly matching the chosen provider appear when filtered. This ensures that admins can reliably see data for a specific provider without unrelated records cluttering the view.

Cross-Portal / Client-Side Tracking

Enhancement & Why It Was Needed

• Facebook Meta Pixel & Custom Events Implementation
  We embedded the Meta Pixel site-wide so marketing teams can track overall page views. In addition, four custom events were added:
  
  1. StartQuestionnaire – Fires when a patient clicks “Start Questionnaire.”
  2. StartVisit – Fires when a patient initiates a telehealth visit.
  3. StepTwoIntent – Fires when a user reaches the checkout step before final confirmation.
  4. CompleteRegistration – Fires when onboarding or a purchase completes.
     These events allow for precise, step-by-step funnel tracking and help the marketing team quantify drop-off points. Prior to this change, it was impossible to measure user actions at these key moments. 

Admin Portal

Enhancements:

Triage Notes Notification to Customer Operations: Implements a notification system that alerts the Customer Operations team whenever a provider submits triage notes, improving workflow awareness.

Patient Portal

Enhancements:

• Authorize.Net Integration: Adds one-time and subscription payment support via Authorize.Net, integrated through test service endpoints.
  
• Stripe Payment Expansion: Introduces multiple new payment methods including Card, Affirm, Amazon Pay, Cash App Pay, Klarna, and Afterpay for improved user flexibility.
  
• Paid Consult Completion Prompt: Adds a popup message guiding users to fill out the questionnaire if a consult is already paid but incomplete.
  
• OTP Verification for External Users: Enhances user verification by requiring OTP authentication for both new and returning external users.
  
• Optional ID Upload: Makes ID upload optional for certain tenants, allowing configuration across services.
  
• Back Navigation to ID Page: Adds a back navigation button from the questionnaire to the ID card page for easier navigation.
  
• Account Chooser Removal: Removes the Account Chooser step from the login flow for non-dependent clients, streamlining access.
  
• Service Footer Text Removal: Deletes “All Treatments Powered by” from the footer of the service list page for cleaner UI.

Bug Fixes:

• File Upload Format Restriction: Fixes an issue allowing unsupported file types to be uploaded for government ID and documents; now limited to safe, permitted formats.
  
• Forgot Password UI Misalignment: Corrects layout issues on the success page after password reset; centers icons and removes redundant login prompt.

Provider Portal:

Enhancements:

• SOAP Notes Template Module: Adds the ability for providers to create, save, and reuse templates for SOAP notes, including fields for ICD, CPT, Subjective, Objective, Assessment, and Plan.
  
• Availability Switch for Appointments: Introduces a toggle for providers to manage availability for SYNC and ASYNC appointments; includes admin override capability.

Bug Fixes:

• CPT/ICD Search Functionality in Consult Notes: Improves the usability of the ICD-10 search by allowing multiple entries and refining search by code and name.