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.

Admin Portal

Bug Fixes:

• Date of Birth Update Issue: Resolves an issue where updating the Date of Birth from the Admin panel results in an invalid date error, ensuring proper synchronization with DoseSpot.

Patient Portal

Enhancements:

• Scheduler Page Update: Adjusts the scheduler functionality so that if morning slots are unavailable, it automatically transitions to afternoon slots. Includes a button to prompt users to select a new date if preferred.
• Services Page Mobile Responsiveness: Enhances the mobile responsiveness of the services page, ensuring it aligns with modern usability standards for mobile users.
• Modify Yes/No Question Flexibility: Updates the backend to optionally display a text box when ‘Yes’ is selected, providing flexibility in gathering additional information based on the user’s response.
• Recurly One-Time Payment Integration: Implements a one-time payment option with coupon code functionality, streamlining the payment process and offering promotional discounts.
• TextArea Questionnaire Update: Standardizes the height of TextArea fields to prevent user resizing, maintaining a consistent layout across the platform.

Bug Fixes:

• No Show Status Visibility: Corrects the visibility issue of ‘No Show’ status in the patient portal, ensuring that consultation statuses are transparent and accurately displayed.
• Booking Consult Navigation Issue: Fixes a glitch where the ‘Book Consult’ button does not lead to a confirmation page, preventing unintentional multiple bookings.
• Service Name Display Correction: Ensures service names are displayed accurately, improving clarity and consistency in service listings.
• Government ID Upload Issue: Resolves problems related to uploading government IDs when the file size exceeds the permitted limit, facilitating smoother user verification processes.

Provider Portal

Bug Fixes:

• Mark as Complete Button Delay: Addresses an issue where the ‘Mark as Complete’ button shows a delayed response, enhancing the efficiency of status updates in the provider workflow.

Dosespot Prescription Timing Issues: Fixes discrepancies in the time zone and prevents duplicate entries in prescription records, ensuring accurate and reliable prescription management.

Admin Portal

New Enhancements:

• Prescription Preference Update on Consult Creation: Ensures that doctors see only relevant prescription buttons like E-Rx, LifeFile, or E-Fax based on the client and pharmacy preferences, enhancing prescription accuracy and compliance.
• Add “Provider Source” Field on Provider Details Column: Allows admins to view and update the source of the provider within the provider’s profile and in export files, increasing data richness and traceability.

Bug Fixes:

• Patient Screen Vanishes After Provider Rescheduling Changes: Fixes an issue where the patient screen disappears after scheduling changes, improving interface stability and user experience.
• Time Zone Discrepancies in Provider Details Due to Support Portal: Resolves mismatches in displayed time zones between the support portal and provider details, ensuring consistency and accuracy.

Patient Portal

New Enhancements:

• Welcome Email Function Update for Specific Clients: Verifies that the welcome email function is properly sending emails to new users for specific clients like Diversify, Teledoc, and BriskMD, ensuring communication reliability.
• Increase Space Between Adjacent Consult Details: Improves the layout by increasing the spacing between consult detail cards, enhancing the user interface.
• Make Services Page Mobile Responsive: Updates the services page to be mobile responsive, accommodating a wider range of devices and improving user accessibility.
• Dynamic Services Page Redirection: Redirects the services page to client-specific URLs to provide a tailored user experience and maintain consistency across platforms.

Bug Fixes:

• Issues with File Upload and Display on Insurance Page: Addresses multiple issues with the file upload interface, ensuring that insurance documents are correctly displayed and managed after upload.

Provider Portal

New Enhancements:

• Missing Image Preview for Consult Files: Ensures that image previews are visible for consult files in the additional document tab, improving the usability and functionality of the consult file management.

Bug Fixes:

• E-fax Showing Instead of E-rx: Corrects an issue where e-fax options appear instead of e-Rx for providers, ensuring that the correct prescription method is available, which is crucial for workflow efficiency and compliance.

Beta Feature (Under Verification):

• Agora Video Call Setup for 2 and 3 Participants: Enhances video call capabilities with new features tailored for mobile use, including the removal of non-functional options and adjustments to call invitation features, aimed at streamlining the user experience during multi-participant calls.

Admin Portal

Enhancements:

• Provider Reassign List Optimization: Sync and async consults are now sorted by urgency and creation date, improving provider assignment efficiency.
• Provider Phone Number Update: Enables real-time updating of provider contact details, enhancing communication.
• Pharmacy Name in Export File: Adds pharmacy details to transaction reports for better tracking and transparency.

Bug Fixes:

• Schedule Date Correction: Fixes an issue where invalid dates were shown for some consults, ensuring accuracy in scheduling.
• Consult Note/History Error: Resolves error messages that appeared when accessing consult notes or history, improving reliability.

Patient Portal

Enhancements:

• Insurance Eligibility and Payment Flow: New features allow patients to check insurance eligibility and update payment details before booking consults.
• Blood Pressure Data Input Flexibility: Adds a ‘Don’t Know’ option in blood pressure questionnaires, accommodating uncertainty in patient data.
• Login and OTP Integration: Combines login and OTP on the same page for a smoother user experience.
• Scheduling Interface Improvement: Corrects the display order of dates to prevent confusion during appointment scheduling.
• DOB Input Interface Upgrade: Revises the DOB input field to use dropdowns for easier and more accurate data entry.

Bug Fixes:

• File Upload and Display Corrections: Addresses issues with file upload buttons and display errors on the insurance page, ensuring files are managed correctly.
• Document Icon Resize: Increases the size of the document icon for better visibility and accessibility.

Provider Portal

Enhancements:

• Streamlined Communication Options: Removes the ‘Continue without Sending Link’ button to simplify communication features in the chat interface.

Bug Fixes:

• Consult Note History Management: Fixes issues related to the consult note history when a consult is completed without adding notes, ensuring consistency and reliability.

Patient Portal

Product Enhancement: Recurly Coupon Code Implementation

• Overview: Recurly is a subscription management and billing platform that offers advanced pricing and discount options for clients. As part of their service, enrolled clients can now provide discounts to their patients.
• Issue: Previously, our system did not support coupon codes through Recurly, limiting pricing flexibility.
• Enhancement: Implemented a coupon code functionality using Recurly, allowing patients to apply eligible discounts.
• Impact: Patients now see the discounted price on the Thank You page. Only one coupon can be used per service, ensuring clear and accurate pricing.

Bug Fix: Time Zone Conversion Issue Allowing Past Time Slots for Booking

• Impact: Prevents erroneous bookings, ensuring seamless scheduling for both patients and providers.
• Issue:  Patients could view and book past time slots due to a faulty time zone conversion.
• Impact: Prevents erroneous bookings, ensuring seamless scheduling for both patients and providers.
• Fix: Time zone functionality has been corrected, ensuring that patients only see available future slots, with provider time zones updating accordingly.

Bug Fix: Yes/No Questions Retaining Previous Responses Incorrectly 

• Issue: If a patient initially selected ‘Yes’ and provided a reason, but later changed the answer to ‘No,’ the intake form still displayed the reason.
• Fix: The system now correctly removes the reason when ‘No’ is selected.
• Impact: Improves accuracy in intake forms and prevents confusion in patient records.

Provider Portal

Product Enhancement: Increase Width of SYNC / ASYNC Tab Trigger 

• Issue: The narrow width of the SYNC / ASYNC tab made it difficult for providers to navigate efficiently.
• Enhancement: Expanded the width of the SYNC / ASYNC tab for improved readability and usability.
• Impact: Enhanced provider experience and accessibility for providers using the portal.

1. Patient Portal

Enhancements:

• Display Non-Completed Consults:
  • Change: If the patient does not complete consult booking after making a payment, a list will now inform them of incomplete consults on their portal.
  • Necessity: Helps patients stay aware of their pending consults, improving completion rates and user satisfaction.
• Payment Page Flow Enhancement:
  • Change: A popup now informs patients that their payment has been completed.
  • Necessity: Enhances clarity and user confidence in the payment process.
• Terms and Conditions Placement Update:
  • Change: Terms and Conditions moved from account creation flow to after the service details page.
  • Necessity: Streamlines the user expe rience by presenting terms and conditions at a more relevant stage in the flow.
• Display “No Schedules Available”:
  • Change: Shows a message when no doctor schedules are available for the patient’s state and preferred time.
  • Necessity: Prevents confusion and sets clear expectations for users.
• Pharmacy Search for Insurance Payment Type:
  • Change: Pharmacy search page now supports listing pharmacies based on the insurance payment type.
  • Necessity: Simplifies pharmacy selection for patients using insurance.
• Insurance Eligibility Checking and Payment Flow Update:
  • Change: Added the ability to check insurance eligibility and list out all insurance plans.
  • Necessity: Ensures transparency and aids patients in selecting the right insurance options.
• Gender-Specific Telehealth Questions:
  • Change: Telehealth section now displays gender-specific questions based on the patient’s profile.
  • Necessity: Reduces irrelevant questions and personalizes the user experience.
• Optional and Required Telehealth Questions:
  • Change: Some questions are now optional while others are required. Optional questions can be skipped.
  • Necessity: Increases flexibility and improves form completion rates.
• Service List Display Limited to 10 Items:
  • Change: Service list now limits items to 10 on screen, with additional items loading as the user scrolls.
  • Necessity: Enhances readability and user experience.
• UI Improvements for Long Time Zone Names:
  • Change: Long time zone names updated for a better look and feel.
  • Necessity: Improves appointment selection usability.
• File Upload Option for Every Consult:
  • Change: Patients can now upload files anytime via their portal for booked consults.
  • Necessity: Improves the ease of sharing critical information with healthcare providers.
• View Uploaded Files for Booked Consults:
  • Change: Patients can now view their uploaded files for booked consults.
  • Necessity: Enhances transparency and accessibility of personal health records.
• Price Breakdown for Consults:
  • Change: Display consult price breakdown including discounts and offers.
  • Necessity: Provides clarity and transparency in pricing.

Bugs Fixed:

• Issue with Pharmacy Name in Follow-Up Flow:
  • Fix: Previously updated pharmacy was displayed while adding prescriptions. This has been fixed.
  • Impact: Ensures accuracy in pharmacy selection.
• Patient Profile Issues:
  • Fixes:
    1. Restricted minimum patient age to 18 years.
    2. Address 1 field now editable.
    3. Added loader indicator for profile picture/ID uploads.
    4. Mandatory health profile questions now consistent across sections.
  • Impact: Improves the transparency and takes cognizance of personal questions.Makes the portal meet compliance and legal standards
• Uploading the Same Government ID Issue:
  • Fix: Resolved issue preventing re-uploading the same file without refreshing the page.
  • Impact: Ensures smoother file upload experience.
• Forgot Password Lock Issue:
  • Fix: Resolved issue where accounts remained locked after a forgotten password request.
  • Impact: Restores account access functionality.
• Date of Birth Selection Issue:
  • Fix: Resolved issue where selected DOB reverted to one day earlier.
  • Impact: Ensures accurate data input.

2. Provider Portal

Enhancements:

• Consult List Sorting by Type:
  • Change: Sync consults are sorted by appointment date (nearest first), and Async consults by created date and time (oldest first).
  • Necessity: Improves consult list organization and efficiency for providers.
• Fixed Broken Image View for Uploaded PDFs:
  • Change: Fixed broken images for patient-uploaded PDFs.
  • Necessity: Ensures providers can view uploaded files correctly, enhancing patient-provider communication.

3. Admin Panel

Enhancements:

• File Upload Validation:
  • Change: Restricted file types for upload, excluding executables like .exe or .dmg.
  • Necessity: Enhances security and prevents misuse.

Bugs Fixed:

• Service List Logging Out Issue:
  • Fix: Addressed a production issue causing admin users to be logged out while accessing the Service List.
  • Impact: Resolved disruptions and restored the functionality of Dosepot for affected clients.