Overview
v0.7 expands platform capabilities with a rebuilt PDF system for consistent, branded document exports, secure public sharing with expiration and audit trails, and significant upgrades to the patient portal. Finance, compliance, and operations modules all see stability improvements.Highlights
- Unified PDF system — invoices, receipts, quotations, and treatment plans now export with consistent branding and reliable formatting.
- Secure public document sharing — share documents with patients via view-only links that support expiration dates and access tracking.
- Patient portal upgrades — improved navigation and appointment flow for smoother self-service.
- Expanded reporting — cash-basis profitability, payroll visibility, and deeper operational reporting.
- Insurance claims v1 — initial insurance claims workflow with appointment-linked invoicing.
Who benefits
- Clinic admins — stronger reporting, billing accuracy, and compliance-ready audit trails.
- Front desk teams — faster appointment invoicing and clearer payment workflows.
- Doctors — cleaner treatment plan workflows and professional patient-facing documents.
- Patients — more consistent documents and a smoother portal experience.