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.

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