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:- StartQuestionnaire – Fires when a patient clicks “Start Questionnaire.”
- StartVisit – Fires when a patient initiates a telehealth visit.
- StepTwoIntent – Fires when a user reaches the checkout step before final confirmation.
- 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.
