New Features
Adding contact and emergency contact from My Account
Updates and Improvements
Clinics filter
The feature to clear the filter was not functioning properly and some filters were never deleted. Was have applied a fix to correct that.
Insurance search
We have changed the Approved by branch field in the insurance search to add a ALL search option. So now you can search by only approved by branch, only not approved by branch or all the claims.
Clinic attendee management
If a questionnaire was attached to a clinic , the questionnaire was not displayed in the clinic attendee management tab, We have now added the questionnaire tab so you can manage the answer of the questionnaire right from the attendee management.
Transaction type
For credit card transaction we now have 3 types of invoices :
A regular transaction where at least one payment was processed on the card
A prepared transaction : this is when a registrar create an invoice for a member and send that invoice to the My Account so the member can pay online.
A pre-authorized transaction : this is when you are set to not process the payment on new profiles until you confirm the profile.
We are adding a flag in the transaction side panel to display if this is a prepared transaction or a preauthorized transaction.
Prepared transaction will have this now :
Pre-authorized transaction
Deleting files on transfer request
We are adding the option now to be able to delete a file that was attached to a transfer request.
Note: the file can only be deleted by the user that uploaded the file.
International address management
We have improved the address entry screen to allow entering an address from an other country that don’t have provinces. The display was reformatted so we display the country selection first and then if we are in Canada or USA we ask for province. This will allow the registrar to enter international addresses.
Training Calendar
Check out our training calendar—new sessions are being added all the time—click here for the training calendar.
You can also request a training session—click here to request a training session.
What’s Coming Soon?
Organization grouping and league creation