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Feature Updates
New Activity Log on Appointment Schedule
A centralized activity log provides a high-level view of changes across your schedule, making it easier to track updates and answer questions about recent activity.
Statements Based on Administration Date
Client statements now use the administration date instead of the created date. This ensures treatments appear on statements based on when they were performed, even if invoiced later.
Multi-location Access for Shared Conversations
View and export client text messages from any location, regardless of where the conversation started.
Autosave Card on File
You can now opt to save individual cards on file when processing payments even if the main settings are not enabled to save cards by default.
Search Purchase Orders by Barcode
You can now search purchase orders using a barcode.
Product Report Updates
The product report now separates integration products, providing clearer visibility into codes, list prices, and more.
Shepherd Pay Surcharge Fee Supports Decimals
Shepherd Pay surcharge fees now support decimal values, allowing for more accurate percentage rates.
Authorized Agent Notes on Client Profile
Authorized agent notes are now visible directly on the client profile, in addition to the activity log.