Support Portal: Service Templates Added

A new Service Template section has been introduced in the Support Portal to simplify how services are created and managed.

What’s changed in the portal:

• A new “Service Template” tab is now available alongside existing modules
• Users can now create and manage reusable service templates
• While creating a service in any tenant, users will see an option to:
  • Select from an existing template, or
  • Create a new service manually
• Selecting a template will auto-fill all configurations, including:
  • Provider and pharmacy mappings
  • State mappings
  • Service setup
  • Questionnaires
• Users can still edit and customize the service at the tenant level after selection
• Templates remain independent, so tenant-level changes will not impact the original template
• Templates can be edited, but not deleted

Provider Portal  : Service Overview Visibility

We’ve added a new field to improve service clarity for providers.

What’s changed in the portal:

• Support Portal now includes an optional “Service Overview” field while configuring services
• When added, this overview will:
  • Appear under the service name in the Provider Portal
  • Be displayed in red font for better visibility
  • Support up to 50 characters

Admin Portal

Enhancements  

• Consult notes are now time-locked after 10 minutes with the provider name and timestamp captured, and any updates after that must be entered as a new note with its own timestamp so documentation stays tamper-resistant; result: cleaner audit trails and clearer accountability visible in both Consult Notes and Consult History.
• On reassigned consults, the original provider can no longer edit their previous notes and the new provider must add their own notes (with the same 10-minute lock and timestamps), so handoffs don’t rewrite history; result: transparent, provider-specific documentation across both admin and provider views

Provider Portal  

Enhancements  

• Consult notes now lock 10 minutes after being written and show who wrote them and when, and any later changes must be added as a new note rather than editing the original; result: consistent documentation standards and fewer compliance risks during reviews.
• For reassigned consults, providers can only add their own notes and cannot modify another provider’s note, keeping each clinician’s entry intact; result: clearer ownership and a reliable timeline in Consult Notes and Consult History.

Bugs  

Admin Portal

• DEA details that were added sometimes disappeared after a few hours or the next day, forcing teams to re-add them repeatedly; we fixed the issue so saved DEA entries reliably persist and remain visible whether added from Admin or Support.

Support Portal 

• DEA entries added from Support sometimes did not stay saved and would later vanish from view, creating repeated rework; we corrected the save/persistence behavior so DEA details remain intact after being added.

Enhancements  

Admin Portal  

• Transactions can now be exported with all legacy fields plus prescription details, and we show a tracking ID when it’s available for RxAve (and “–” when not); this was needed for audit parity and deeper financial insight; result: faster reconciliation and cleaner reports.
• Provider profiles now include the DoseSpot Clinician ID (the successor to the old “RX Person ID”); this was needed to keep identity data consistent across systems; result: accurate e-prescribing setup and fewer onboarding gaps.

Support Portal  

• Provider profiles now include the DoseSpot Clinician ID just like the Admin view; this was needed to align day-to-day operations with how admins configure identities; result: fewer handoffs and correct IDs everywhere from day one.

Provider Portal  

• Licenses are now read-only for providers, who can view but not add or edit entries set by admins; this was needed to prevent mismatches and compliance risk; result: a single source of truth and smoother audits.

Bugs  

Support Portal 

• Deleting a license said it worked but the entry stayed put because the delete action wasn’t firing; we fixed the flow so the license is actually removed and the success message reflects reality.

Provider Portal  

• File and image attachments in chat showed no timestamps because they were skipped by the display logic; we now stamp every attachment, old and new, so case history is clear and time-anchored.

Enhancements  

Patient Portal  

• We raised the password-retry limit to 10 attempts so occasional typos don’t lock people out; result: fewer support tickets and only the 11th wrong try locks the account.
• We added a red note on the email/phone step explaining that each patient must use a unique email; result: fewer shared-email denials and cleaner family accounts.
• We now show each provider’s title on the booking page so patients know who they’re scheduling with; result: more trust and quicker, more confident bookings.

Support Portal  

• Super Admins can now remove files from a consult with a safe soft-delete; this was needed to fix misuploads and privacy errors; result: cleaner records with an audit-friendly trail.

Bugs  

Support Portal 

• Viewing a consult in “Payment Pending” without a provider sometimes showed an error because the page expected an ID card that wasn’t there; we taught it to handle missing files gracefully, so it opens reliably.
• The HALT toggle for Yes/No questions sometimes vanished and “not eligible” messages didn’t appear because the popup only saved state on certain closes; we unified the behavior so the toggle and messages always show correctly.

Provider Portal  

• Only 10 favorite medications appeared even when more were configured via RxAve because the list was capped; we now load the full set so providers can pick from everything mapped.
• In Settings, tabs disappeared on some phones because horizontal scrolling failed; we fixed the responsive layout so all tabs are visible and usable across common devices.
• On the Consult Details page, elements overlapped on smaller screens due to layout quirks; we tightened the responsive styles so everything lines up and stays readable.
• In the old chat module, timestamps showed the viewer’s local time instead of the provider’s selected timezone and a logout link jumped to the patient chat; we corrected the timezone logic and removed the wrong link, restoring clean history and navigation.

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).