Enhancements
Support Portal Export Report
The Support Portal export report flow has been improved to allow teams to download patient consult data more reliably. The export report is used to generate a spreadsheet with consult-related patient information, including data type, time, consult type, completed date, demographic details, and patient status.
This update was needed because users were unable to export the report, and a validation error was appearing in the console network tab. The export flow has now been reviewed so support teams can access patient consult data without the export process being blocked.
Patient Portal Address Validation
The Patient Portal address screen has been improved to prevent patients from booking consults with incorrect or non-serviceable addresses. During consult registration, patients use the address search feature to select their address, but the system was allowing an address from an unavailable state to be selected and then paired with a different available state from the dropdown.
For example, if a service was available only in New York, a patient could search and select a Florida address. Since Florida was not available in the state dropdown, the field remained empty, but the patient could manually select New York and continue booking the consult with an incorrect address.
The address validation flow has now been strengthened so the selected address and available service state are properly checked before the patient moves forward.
Lab Requisition and Lab Results APIs
New APIs have been added for lab requisitions and lab results. This allows clients to retrieve lab-related information for their users through API connectivity.
This update was needed so clients can access lab requisition and lab result data in a structured way without depending on manual support workflows. The API has been designed to support Access Lab and Quest Lab, while also keeping the structure flexible enough for future lab integrations.
Triage Note Notification Workflow
A triage note notification workflow has been added across the Provider Portal and Support Portal. This was needed so providers can request additional information on a consult and support teams or client admins can respond in a structured way.
A new “Additional Info Required” button has been added inside the consult view in the Provider Portal, placed near the Mark as Completed option. When the provider clicks this button, a triage note box opens where they can enter the required information request. Once submitted, the consult status changes to Additional Info Required.
On the Support Portal, both Super Admins and Client Admins can view these consults under the Outstanding Consults tab and respond back to the provider. Once a response is added, the provider will see a red-font message on that consult indicating that a triage note has been added.
The Provider Portal notification icon will also show the triage note update with a Go to Consult action, helping providers quickly return to the relevant consult.
Bug Fixes
Patient Portal Pre-Production Fixes
Several minor and non-blocking issues identified during Patient Portal pre-production testing have been resolved to improve the patient experience across scheduling, confirmation, prescriptions, service availability, and payment visibility.
In the external flow, the selected timezone on the scheduler page was not displaying correctly on the Thank You or confirmation page, and the appointment slot was converting back to EST. This has been corrected so the confirmation details reflect the selected timezone more accurately.
The Thank You page has also been improved so provider details display properly, including the provider name in dark mode and the updated provider title. Prescription data display issues from the patient side have also been addressed so the relevant prescription information appears correctly.
State visibility from Settings has been corrected so only service-mapped states are displayed instead of all states. Coupon-related display issues have also been fixed so the discounted amount reflects properly on the Thank You page and under subscriptions in the Patient Portal.
Provider Portal Pre-Production Fixes
Several minor and non-blocking issues identified during Provider Portal pre-production testing have been resolved to improve consult navigation, prescription handling, chat behavior, table responsiveness, and provider workflow accuracy.
Completed consult filtering has been corrected for tenant-based results, including cases where providers such as OlaMD filtered by specific tenants and results were not displaying correctly while navigating pages or changing rows per page.
The Lifefile prescription error page issue has been addressed so providers can continue the prescribing workflow without being redirected to an error page. Table responsiveness has also been improved so dependent account email IDs adjust properly when zooming in or out.
The chat module has been updated so time reflects the user’s timezone, consult details display correctly when View Details is selected, and newly active chats move to the top of the list when a new message is received.
The Mark as No Show workflow has also been corrected so the no-show reschedule email is sent to the patient. Consult note edit access has been updated so once a consult is reassigned to another provider, the newly assigned provider does not incorrectly see the Edit option within the previous provider’s editable window. The prescription tab has also been updated so the Order ID is displayed correctly.
Support Portal Backend Migration Fixes
Several known issues identified after the Support Portal backend migration have been resolved to improve consult details, prescription history, consult notes, attachments, and admin workflows.
On the Consult Detail page, prescription and prescription history data for E-Fax and RxAve has been corrected so medicine details do not appear as “N/A” unnecessarily. Prescription history has also been reviewed so DoseSpot records do not incorrectly appear as E-Fax records, and DoseSpot details remain aligned with provider-side information.
Consult note visibility has been improved so doctor information appears correctly instead of only showing the title. Consult note history has also been corrected so available history data displays properly instead of showing “No Result.”
The Consult Details page has been updated so the correct consult type and service-related information appear in the appropriate fields. Broken previews for attached images and PDFs have also been addressed.
Group Admin user creation email URL issues have been reviewed, and prescription-related details have been corrected so “Do Not Substitute” reflects the selected value properly instead of always showing as “No.”
Support Portal Consult History
The consult history issue in the new Support Portal has been fixed. This was needed because consult history is important for support teams to review previous actions, status changes, and consult-related activity.
The consult history flow has now been corrected so history appears properly in the Support Portal. The UI and UX have also been reviewed, with alignment taken from the Provider Portal experience where applicable, to make the consult history section easier to read and use.
