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Changelog

September 7, 2025

  • IOS Case Create automation rules: You can now select doctors or add products automatically based on IOS Case Create trigger rules in Automations. Link to documentation.
  • Enhanced product search: Fixed product list display to properly show product information when searching instead of showing "product unknown".
  • Additional steps tracking: "Created By User" display is now fixed on additional steps.
  • Print button: Print button is now hidden in Client Portal when there are no items to print.

August 31, 2025

  • Client Portal email invites: Client Portal users can now be invited via email, eliminating the need for password management of Client Portal accounts in Lab Portal.
  • Reset Password flow: Added password reset functionality for Client Portal users.
  • Product export/import enhancements: Export and import now support new fields "Allow Shades", "Both Arches Only", and "Turnaround Days".
  • Enhanced permissions: Additional User permissions around managing steps.
  • Improved case linking: Enhanced cases search and pagination for better linking functionality.
  • Today as Due Date: Fixed a bug to set today's date as a due date for additional steps.
  • Auto-adjust invoice dates: Fixed a bug to have invoice due dates automatically adjust based on invoice date changes.

August 24, 2025

  • Template roles: Added default template roles for easier user role assignment.
  • Enhanced case problem types: Case Problem Types Preview now shows actual icons with background colors and hover labels, matching the cases grid display.
  • Improved technician display: Production steps now show technician names instead of placeholder text when a technician is assigned.
  • Real-time billing control options: Client Portal dashboard and pay page now respect "Show billing info in real-time" setting for invoice display.
  • Enhanced search capabilities: Doctors who are prospects and on hold are now searchable in Doctor-Office search.
  • Improved case audit logging: Cases audit log now captures deleted case events with proper status transitions.
  • Financial module enhancements: Statements now only generate when there has been activity. Exposed statement Due Date on Statements table and Case Number on Invoices table.
  • Advanced filtering improvements: Added Office address and Billing Account name to search filters, as well as entity icons on Global Search.

August 17, 2025

  • Stripe payment integration: Exposed Stripe payments via credit card and US Bank ACH payments with lab events for failed and processing payments.
  • IOS case tracking: Added IOS case count to Action Items in dashboard for better visibility.
  • Real-time transaction display: Added "Show Transactions in Real-Time" option on Client Portal with form popover help text.
  • Enhanced notifications: Added dedicated space for messages and notifications in action items, plus problems tracking.

August 10, 2025

  • Dynamic lookup values: You can now create new lookup values directly within lookup value comboboxes.
  • IOS page integration: IOS page has been revamped and integrated into the Cases page as a Table View filter for streamlined workflow.

July 7, 2025

  • Stripe integration: Stripe integration is now available.
  • Download files in bulk: You can now download files in bulk from the Cases view and Batch Processing Tools.
  • Specify default files to download: You can now specify default files to download for workcenters when viewing a case step in technicians view.