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Edge Client 8.0 Release Notes

Customer-Facing Features and Enhancements

Billing & Financial

  • Add payment adjustment to EOB

    • Work Item: #21788

  • Fix down payment discount

    • Work Item: #22461

  • Add Payment Months Header to Structure Section

    • Work Item: #22814

  • Fix Rounding to Not Allow Decimal Places for Down Payment Amount or Down Payment Amount Slider Percentage

    • Work Item: #23561

  • Hide the Payment Dates seciton

    • Work Item: #23584

  • Add Transfer in date to RevenueCalculationTrigger

    • Work Item: #23653

  • Patient Level Grouping Revenue API Report

    • Work Item: #27892

  • Fix editing billing line

    • Fix issue not allowing adding or editing a billing line when the contract is set to an inactive status…
    • Work Item: #29586

  • Add Earned and Unearned Contract Revenue to Patient Level Grouping

    • Two New Columns:Sum of recognized contract only before the end date of report by patient Sum of unrecognized contract only after the end date of report by patient…
    • Work Item: #30143

  • Add CVV, Address One and Postal Code to Payment on File Creation for Global Payments

    • Work Item: #30735

Custom Enhancements

  • Publish to Dev
    • Work Item: #2865

Edge Client Enhancements

  • Add Copy Functionality

    • Add copy functionality to security groups…
    • Work Item: #30606

  • Fix assembly errors

    • Fix assembly error occurring when login, webportal or integration layer are started…
    • Work Item: #31196

  • Fix Null Reference Error

    • Edge Desktop Client error occurs when we import a single image and ‘Delete’ or ‘Prompt’ user option is set after import If a user is Single File Imaging importing into a patient record, and they hav…
    • Work Item: #31676

  • Switch autoreceipt window to non-modal and rp and patient links

    • Add link to patient folder finance tab by clicking patient name in the auto-receipts window Add link to responsible party record by clicking billing name in the auto-receipts window Change the window …
    • Work Item: #31883

InVisit Platform

  • Update inVisit Patient Facing App to Angular 18

    • Work Item: #28414

  • Update inVisit Portal App to Angular 18

    • Update Angular CLI and Dependencies Address Breaking Changes & Deprecations Test Application Functionality Update or Refactor Code (as needed)…
    • Work Item: #28450

  • Allow Successful Save of Created Visit Template

    • Fix bug so Create Visit Template saves successfully…
    • Work Item: #28584

  • Fix Dropdown Options for Creating inVisit Visit Templates

    • Work Item: #28642

Insurance & Claims

  • Update Canadian Insurance Claim UI to Include Linked Code and Procedure Type Code

    • Work Item: #20534

  • Set insurance order

    • Work Item: #20888

  • Display signature on insurance forms

    • Work Item: #22304

  • Fix Name of School to Pull From Insurance Detail Table for Pedo Claims

    • Work Item: #23475

  • Add Pre-Authorization Number to Canadian Insurance Claim Submission

    • Work Item: #23537

  • Update Fee Interval Available Values for Canadian Electronic Insurance

    • Work Item: #23576

  • #1 Add French Columns to CdtLookupCode and InsuranceCode tables

    • Work Item: #23964

  • Add checkbox for sending extracted tooth information with claim

    • Given a user has a value of true for Canada in the Country table, the CDAnet and CDA ITRANS flag is turned on in the Insurance Setup Editor and the Insurance Company is a Canadian Insurance Company Wh…
    • Work Item: #24121

  • Fix in insurance editor

    • Work Item: #24324

  • Fix Ortho Claim generation

    • Work Item: #24428

  • Hide Unused Options for Canadian Electronic Insurance Submissions

    • Work Item: #24438

  • Update Claim Center UI

    • Work Item: #24758

  • List CDA submitted claims

    • Work Item: #24806

  • Default Recurring Insurance Code when only CDAnet is enabled

    • When only CDAnet is enabled default recurring ins code should pull from CDA Insurance Codes…
    • Work Item: #24955

  • #1 Update Insurance Code Table Description Columns

    • Work Item: #25004

  • 1 Add Generate claim from PreAuth

    • Work Item: #25052

  • Create Canadian Standard Dental Claim Form

    • Work Item: #25242

  • Fix insurance code editor

    • Work Item: #26752

  • Display Insurance Code for Service Record in Claim Center

    • Work Item: #27248

  • #1: Update Insurance Plan Table

    • Work Item: #27845

  • Fix save

    • Work Item: #28629

  • #2: Implement claim Validation

    • Add client side validation for insurance claim fields identified from task 1…
    • Work Item: #29814

  • #1: Display Insurance Company Name

    • Add Insurance Company name to the View Submitted CDAnet Claims window between Patient and Office columns…
    • Work Item: #29815

  • Add Visual for Claim Submission Process

    • Add a visual for the submission process of loading circle Lock the UI during this process Claim center should remain open Refreshes after submission is completed Will display a success with count of s…
    • Work Item: #29870

  • Update Patient Relationship Dropdown Options

    • Given a user is in the insurance tab of a patient folder and the insurance company is a Canadian insurance company, Canadian office and CDA integration is enabled When viewing the Patient Relationship…
    • Work Item: #29896

  • #1: Update UI

    • Display only child, self, spouse and step child as options in dropdown…
    • Work Item: #30604

  • Add Additional Filters to Claim Center / Electronic Claims Window

    • Work Item: #30922

  • Hide Procedure Date on Pre-Auth Rejections and Acknowledgements

    • Notes:  The Pre-Auth form is currently displaying a default SQL date (01-01-0001) for acknowledgements(accepted and held) and rejections…
    • Work Item: #31486

  • Fix correspondence bug with single carrier eligibility claim

    • When we have a single carrier and submit an eligibility claim, there is an error that gets generated while checking out cda submission…
    • Work Item: #31558

  • Update Appointement Delete and Move Deleting Appointments into One Method

    • Update delete method to handle a hard delete in appointments to also delete the record in AppointmentRecord table…
    • Work Item: #31569

  • Implement storing ncpl data

    • NCPL Service Logic: Is NCPL data already cached in memory? Yes:  Use Data No Does data exist in the SystemData table of the Login DB? (key ncpl_data) Yes:  Load data from login DB, drop a refresh mess…
    • Work Item: #31817

  • Add Sorting for Patient Last Name/Subscriber Last Name

    • Add additional sorting for Patient Last Name only and Subscriber Last Name only…
    • Work Item: #31845

  • #1 Add new database table

    • We need to persist validation and potentially other messages so this information can be viewed by the end user when a claim fails to submit properly…
    • Work Item: #31873

  • Delete error log on claim delete

    • We recently started persisting errors that prevent a cda claim from being successfully submitted to iTrans…
    • Work Item: #31952

Integrations

  • add columns interface to the Integration API filter and viewmodel

    • Work Item: #21924

  • Add SOAP API Access for Customer 3906

    • Work Item: #23188

  • Schema Patcher Project Creation and System Integration

    • Work Item: #23546

  • Document How to Use The Integrator API Template

    • Work Item: #24455

  • Add Authentication to Appsmith API

    • Work Item: #24995

  • Populate Image Types Tab with API Data

    • Work Item: #25124

  • 1b Publish Event from Integration API

    • Work Item: #25293

  • Update Name and Description of Integration API

    • Work Item: #26531

  • File upload save to API

    • Implement image selection for edit version of the image type form Implement API endpoint to save image type for new type…
    • Work Item: #26653

  • Identity Server 4 Integration

    • Work Item: #26883

  • Update Collections Api

    • Work Item: #27019

  • #1: Add Identifier and Update Document API

    • Work Item: #27425

  • Return Inactive Entries for inVisit API

    • Work Item: #27440

  • Setup New Spec Files for Integration API Tiers

    • Work Item: #27479

  • Disable Nullable Reference Types on inVisit API Project

    • Work Item: #27890

  • Fix Integration API Products

    • We need to fix the Integration API products and confirm they are able to deploy successfully…
    • Work Item: #31504

  • Split Integration Api and Products

    • Work Item: #31764

Other Enhancements

  • Create Something Went Wrong Screen

    • Work Item: #21691

  • Fix links

    • Work Item: #21752

  • Implement

    • Work Item: #21785

  • Implement

    • Work Item: #21793

  • Combine multipage predetermination results

    • Work Item: #21823

  • Add AuditCombined table

    • Work Item: #21829

  • Implement

    • Work Item: #21832

  • Initial setup

    • Work Item: #21904

  • add created and modified columns to Operator table

    • Work Item: #21923

  • Remove previous balance from transaction summary

    • Work Item: #21975

  • Implement

    • Work Item: #22077

  • Analytics Setup

    • Work Item: #22095

  • Make changes for Eligibility Response

    • Work Item: #22184

  • Implement

    • Work Item: #22191

  • Implement

    • Work Item: #22204

  • Prevent invalidcast exception

    • Work Item: #22282

  • Implement

    • Work Item: #22312

  • Update install-windows.ps1 Script to Refresh Environmental Variables

    • Update the install-windows…
    • Work Item: #22432

  • create new appt card

    • Work Item: #22538

  • Add basic gtag to application

    • Work Item: #22549

  • fix registration

    • Work Item: #22659

  • MSI installer

    • Install process orchestrated exclusively through MSI Silent install option Removal of multiple locally downloaded client versions Any modifications to the build or deployment pipelines as necessary…
    • Work Item: #22660

  • update sql

    • Work Item: #22706

  • Initial rework

    • Work Item: #22710

  • Add nickname to confirmation screen

    • Work Item: #22741

  • Start Menu Applications

    • Work Item: #22761

  • Edge Animations and Edge Animations Manager

    • Work Item: #22762

  • Correct Base Images

    • Work Item: #22775

  • Remove Gender Identity Feature Flag

    • Work Item: #22893

  • Add two practice GTM entries to appsettings.json

    • “GoogleTags”: [     {       “TagId”: “GTM-NSHFHFM5”     },     {       “TagId”: “GTM-PQ4KQFT”,       “CatalogIdentifier”: “53853d3c-1e0e-412c-8da7-e1a5481feddf”     },     {       “TagId”: “GTM-594GLW…
    • Work Item: #22909

  • Fix Date of Birth to Remain the Same Regardless of Time Zone

    • Work Item: #22938

  • Fix

    • Work Item: #22987

  • Wave 1

    • Work Item: #22990

  • Fix Error in client

    • Work Item: #23011

  • Update Static Data

    • Work Item: #23016

  • Add unique identifier and date/time offset to StatusTracking table

    • Work Item: #23044

  • Update code to use updated CDAnetMessage library

    • Work Item: #23053

  • Ins calculations are wrong

    • Work Item: #23055

  • Implement Activator Utility into MSI Installer

    • Work Item: #23137

  • Create Scripts

    • Work Item: #23337

  • Fix callback

    • Work Item: #23414

  • Fix callback method

    • Work Item: #23430

  • Check service date against accepted window

    • Work Item: #23442

  • Implement

    • Work Item: #23451

  • Increase Timeout in Azure

    • Work Item: #23488

  • fix publish type

    • Work Item: #23532

  • update static data

    • Work Item: #23545

  • Remove Actions Option from Right Click Menu

    • Work Item: #23554

  • Fix InvalidateCache

    • Work Item: #23556

  • Implement transfer in rule

    • Work Item: #23658

  • fix

    • Work Item: #23664

  • Implement

    • Work Item: #23691

  • Adjust resubmit process for Specialty

    • Work Item: #23695

  • Fix

    • Work Item: #23699

  • Fix

    • Work Item: #23798

  • Updating to Angular 15

    • Work Item: #23820

  • Implement

    • Work Item: #23827

  • Fix Base Images

    • Work Item: #23900

  • Fix

    • Work Item: #23913

  • Fix Base Images

    • Work Item: #23915

  • Add five practice GTM entries to appsettings.json

    • Bov & Baker: Paste this code as high in the  of the page as possible: (function(w,d,s,l,i){w[l]=w[l]||[];w[l]…
    • Work Item: #23926

  • Create Product Key Model

    • Work Item: #23943

  • Re-embed source image with lower resolution

    • Work Item: #24025

  • Use French CDA Description

    • Adjust code where procedure descriptions use French CDA code descriptions if the language preference/form is French…
    • Work Item: #24041

  • Create Move Doctor Time Modal and Filtering/Save Logic

    • Work Item: #24079

  • Restructure InVisit Practice Settings Page into Three Tabs and Update Icon & Location in Menu

    • Work Item: #24091

  • Add Practice GTM entries to appsettings.json

    • Work Item: #24125

  • Add Invisalign Starts Field

    • Work Item: #24149

  • Implement

    • Work Item: #24166

  • Identify and Correct Run Script Nuget Failures

    • Work Item: #24187

  • Fix data generation

    • Work Item: #24200

  • Fix Issues

    • Work Item: #24223

  • Remove Ellipsis/More Options Icon on Conversation History for InVisit

    • Work Item: #24229

  • Change Script to Move Installer Instead of Copy

    • Work Item: #24236

  • Add cda codes

    • Work Item: #24243

  • #1 Database and Presentation Layer Changes

    • Work Item: #24290

  • stub in validation

    • Work Item: #24295

  • Revert changes

    • Work Item: #24315

  • More Accessibility Fixes

    • Work Item: #24316

  • Correct Timezone Issues

    • Work Item: #24321

  • Fix CD Ortho Misc Charge Generation to use CDA Ins Code

    • Work Item: #24328

  • Use azure sign tool

    • Work Item: #24335

  • Implement

    • Work Item: #24344

  • Correct Ability to Add New Teammate

    • Work Item: #24347

  • Fix from Ins detail

    • Work Item: #24348

  • Fix

    • Work Item: #24360

  • #1 Database & Presentation Layer Changes

    • Work Item: #24408

  • Fix InVisit Teammate Location Wrapping

    • Work Item: #24413

  • #1 Database & Presentation Layer Changes

    • Work Item: #24418

  • switch ncpl to live data

    • Work Item: #24450

  • Add Ability to Set Token Authorization

    • Work Item: #24454

  • Fix Base Images

    • Work Item: #24487

  • Observable changes

    • Work Item: #24490

  • Fix

    • Work Item: #24560

  • Update to Angular 15

    • Work Item: #24587

  • Add GTM entry to appsettings.json

    • Work Item: #24589

  • Restore ability to mark planned dental procedures as completed

    • Ability to mark as completed dental procedures that are planned…
    • Work Item: #24599

  • Doctor Time Copies Over When Creating/Editing Templates

    • Work Item: #24684

  • Update InVisit Video Links

    • Example video url on the photo template and default photo template…
    • Work Item: #24700

  • Fix Client Crashing Behavior

    • Work Item: #24731

  • 2 Create Webhook for Deleted/Removed Alerts

    • Work Item: #24732

  • **Prevent Saving Scheduler Template/Applied Template When Set to No Access/Read Only **

    • Work Item: #24735

  • Enable Electronic type when only CDAnet is Configured

    • Work Item: #24819

  • Update to Angular 17

    • Work Item: #24850

  • Fix Base Images

    • Work Item: #24853

  • Update Run Script README

    • Work Item: #24861

  • Change

    • Work Item: #24919

  • Generate new NUGET_ACCESS_TOKEN/Upload to Azure Key Vault/Add Documentation

    • Work Item: #24966

  • add reverse

    • Work Item: #24987

  • Add GTM to appsettings.json

    • Work Item: #24989

  • Create SQL Script

    • Work Item: #25064

  • #1 Update CDA Code List to Include Header Codes

    • Work Item: #25120

  • Create Image Types Tab and Layout/Styling

    • Work Item: #25123

  • **Create Add Image Types Flyout **

    • Work Item: #25125

  • Create 3170 - Custom Statement

    • Work Item: #25127

  • Fix filtering

    • Fix filtering of CDA Insurance Codes when pasting in a code to search…
    • Work Item: #25153

  • Update Static Data

    • Work Item: #25240

  • Update Static Data

    • Work Item: #25241

  • Add option to check for updates

    • Work Item: #25250

  • Fix ability to reverse CDA OT EOB result if received on same day

    • Work Item: #25287

  • Fix settings

    • Work Item: #25289

  • Update 3170 - Custom Statement

    • Work Item: #25335

  • Create Custom Statement

    • Work Item: #25365

  • Fix Base Images

    • Work Item: #25373

  • Implement

    • Work Item: #25420

  • Fix Base Images

    • Work Item: #25434

  • Add utility

    • Work Item: #25506

  • Correct Can_Filter_By_Expiration_After to Use MinValue

    • Work Item: #25621

  • Display base64 Images for inVisit Image Types Functionality

    • Work Item: #25624

  • Show office info in header

    • Work Item: #25658

  • Add Vector Copying to Messages

    • Work Item: #25663

  • Fix Base Images

    • Work Item: #25674

  • Fix Kafka and Zookeeper

    • Work Item: #25725

  • Image Media Selection Window

    • Work Item: #25831

  • Update Receipt

    • Work Item: #25857

  • #1 Create Metadata Table

    • Work Item: #25858

  • Fix base images

    • Work Item: #25900

  • Register Each Edge Animation Video File

    • Work Item: #25972

  • Add Query Parameter for Turning on Request Call Back Button

    • Work Item: #25984

  • add filter

    • Work Item: #26027

  • Ensure forgot password flow accounts for optional catalog ID

    • Work Item: #26028

  • Timestamp Digital Signature

    • Work Item: #26072

  • Prevent Installer From Duplicating in Programs

    • Work Item: #26091

  • Fix rounding rules

    • Work Item: #26098

  • Fix doctor time sums not displaying when editing an applied template

    • Currently when editing an applied template that has a doctor schedule attached, the doctor time summation totals will always display 0, regardless of if any cells have doctor time assigned…
    • Work Item: #26111

  • add post method

    • Work Item: #26151

  • Fix Base Images

    • Work Item: #26154

  • Create statement

    • Work Item: #26167

  • Update to Angular 14

    • Work Item: #26205

  • Implement

    • Work Item: #26206

  • Implement

    • Work Item: #26267

  • Use sign.ps1 Locally to Sign Executables

    • Work Item: #26268

  • Fix Base Images

    • Work Item: #26356

  • Add C++ to Installer

    • Work Item: #26376

  • Create Custom Statements

    • Work Item: #26388

  • Register Event Viewer Sources

    • Work Item: #26445

  • Fix Base Images

    • Work Item: #26640

  • Fix Editing Schedule of Applied Template for Doctor Schedule Changes

    • Work Item: #26657

  • Implement

    • Work Item: #26695

  • 7.2.5 Static Data Updates in Master

    • Work Item: #26757

  • #1: Add SubgroupMailMergeReference and MailMergeCategory2Subgroup Tables

    • Work Item: #26762

  • Fix Base Images

    • Work Item: #26825

  • Add error states

    • Work Item: #27052

  • Fix Base Images

    • Work Item: #27064

  • Fix Dental Statement to Always Show Value in Past Due Box

    • Work Item: #27089

  • Fix Base Images

    • Work Item: #27197

  • Implement

    • Work Item: #27216

  • Fix

    • Work Item: #27237

  • Update Modify Chair Wizard to Support Multiple Time Ranges

    • Work Item: #27250

  • Create Custom Receipt

    • Work Item: #27258

  • Fix Base Images

    • Work Item: #27281

  • #2 Populate the Return with Actual Data

    • Work Item: #27354

  • Fix Base Images

    • Work Item: #27367

  • Update Plan Flag Field Settings

    • Work Item: #27423

  • #2: Update Modify Time Wizard to Match Modify Chairs

    • Work Item: #27427

  • Fix Base Images

    • Work Item: #27436

  • Update README

    • Work Item: #27581

  • Fix Base Images

    • Work Item: #27588

  • Implement

    • Work Item: #27595

  • Fix Base Images

    • Work Item: #27706

  • Fix Base Images

    • Work Item: #27738

  • Implement

    • Work Item: #27761

  • Fix Backwards Compatibility for TotalDoctorTime

    • Work Item: #27774

  • Update appsettings.json

    • Work Item: #27807

  • TotalDoctorTimeDecimal to non-nullable

    • Work Item: #27809

  • Fix Base Images

    • Work Item: #27888

  • Correct Office Queries

    • Work Item: #28023

  • Fix Base Images

    • Work Item: #28033

  • Update Help Links and Remove Widget

    • Work Item: #28047

  • Update Library to Show Available Images

    • Work Item: #28050

  • #1: RabbitMQ Auto Acknowledgement

    • Work Item: #28059

  • Correct Contact Details Queries

    • Work Item: #28077

  • Ensure old clients use the modify time feature correctly.

    • Work Item: #28082

  • Update Static Data

    • Work Item: #28096

  • Implement

    • Work Item: #28162

  • Fix Base Images

    • Work Item: #28197

  • Adjust timeout

    • Work Item: #28251

  • Fix Base Images

    • Work Item: #28331

  • Fix Base Images

    • Work Item: #28382

  • Fix Base Images

    • Work Item: #28466

  • Add static migration data for pods 22, 23, and 24

    • Work Item: #28720

  • Fix Base Images

    • Fix base images based on feedback from pipeline…
    • Work Item: #28767

  • Fix Base Images

    • Resolve the following in base image pipelines: https://dev…
    • Work Item: #28964

  • Correct Assets Base Path

    • Correct the assets base path for Ortho2 Icons so that it only gets from the first route of the path…
    • Work Item: #29013

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29286

  • Update Static Data in Master

    • Update the static data needed for the 7…
    • Work Item: #29300

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29336

  • Create Generic Integrator

    • Add ability to assign the integrator token when Ortho2-Is-Integrator is set to true…
    • Work Item: #29418

  • Add HTTP Header to Gateway Proxy

    • Add the HTTP header to the gateway proxy…
    • Work Item: #29420

  • Implement

    • Work Item: #29488

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29571

  • Implement

    • Work Item: #29600

  • Speed up the can edit check for dental procedures

    • Speed up the can edit check for dental procedures…
    • Work Item: #29614

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29621

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29660

  • Fix

    • Work Item: #29673

  • Update graphics

    • Work Item: #29677

  • Fix:

    • Fix error when you add Pedo section to existing patient including specialist…
    • Work Item: #29683

  • Fix

    • Work Item: #29727

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29750

  • Change how EdgeRemindersPlugin is loaded

    • Work Item: #29781

  • Fix multiple edits

    • Work Item: #29825

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29849

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29858

  • add web portal service migrations

    • we need a migration put in place to be able to query the web portal address per pod or datacenter…
    • Work Item: #29872

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29888

  • Fix Base Images

    • Fix base images so pipelines runs successfully…
    • Work Item: #29935

  • fix save in old clients

    • fix insurance detail save in old clients…
    • Work Item: #29960

  • Update EMVDetail Column Lengths

    • Update EMVDetail Column Lengths…
    • Work Item: #30048

  • Document Wiki & README.md

    • This should be well documented in Azure DevOps Wiki and README…
    • Work Item: #30090

  • Add Units Tests in Edge-v1/Messaging.Core For Testing All Messages Inherit MessageBase

    • We need to write units tests for the following: Ortho2…
    • Work Item: #30122

  • fix base images

    • Fix base images so pipelines run successfully…
    • Work Item: #30139

  • Update OP to 7.2.6 in Customers Publish Types JSON

    • Work Item: #30152

  • Fix error

    • Error looks to be thrown b/c the service is no longer getting registered for DI…
    • Work Item: #30154

  • Extend Command Timeout

    • Work Item: #30184

  • Add MSI Installer Client Tracking Analytic

    • If Edge was installed using the MSI installer, it should be reported in the feature usage…
    • Work Item: #30213

  • Implement method, feature flag and tests

    • Work Item: #30254

  • Fix Base Images

    • Fix base images so pipelines run successfully…
    • Work Item: #30294

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30404

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30470

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30512

  • Pin FluentAssertions NuGet Package to 7.x

    • Work Item: #30515

  • #1: Add Database Fields to TranzactionAdjustmentClassification Table

    • Database Changes for Family Table Add unique identifier, not null, default to new id [tracIdentifier] Create a new column for entry date [tracOpEntryDate], not nullable, datetimeoffset (Created Date)…
    • Work Item: #30516

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30522

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30584

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30619

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30708

  • Ensure scoped context is set outside of WCF service invocation

    • Work Item: #30911

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #30921

  • Fix validation to account for leading zeros in provider number

    • When validating CDA claims, we look up a carrier’s NCPL data to check if certain claim types are allowed…
    • Work Item: #31005

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #31007

  • #1. Fix save and existing data

    • Fix save and existing data…
    • Work Item: #31040

  • Implement

    • Work Item: #31046

  • Fix Base Images

    • Fix base images based on this pipeline failure: https://dev…
    • Work Item: #31102

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31149

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31191

  • Fix procedure date submission

    • GIVEN  A customer is generating an Inital Fee Or Scheduled Fee claim from old or current client WHEN The claim is submitted THEN The submitted procedure date should be correct…
    • Work Item: #31215

  • #1 Create Feature Flag and stub in command

    • Create feature flag and stub in command…
    • Work Item: #31240

  • Add tag id to product settings

    • Work Item: #31246

  • Set Return After Replaying Events

    • Return upon replaying events in the contract-api…
    • Work Item: #31297

  • #2: Set Static Data Scripts to enforceSingleRunOnly true/Emit Skipped to Scripts/Emit Exceptions

    • Set enforceSingleRunOnly to true for static scripts except for the following scripts: Static…
    • Work Item: #31318

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31343

  • Fix Gaidge and Practice Monitor Referral Queries

    • Fix Chart Widget and Gaidge Referral Queries We recently updated the referral table, creating a new column to save the referral date, and leaving the reOpEntryDate as a true entry date for the table…
    • Work Item: #31369

  • 1# Fix issue with referral entry date being updated

    • We need to fix server code to ensure that the entry date no longer gets updated when saving from both new and old clients…
    • Work Item: #31371

  • Fix

    • Notes: Operators that are not selected in settings can appear on the Operator Log report…
    • Work Item: #31373

  • Fix duplicate cda code entry

    • Work Item: #31374

  • Fix Base Images

    • Fix base images based on this Pipeline failure: http://dev…
    • Work Item: #31400

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31445

  • Bypass Reloading

    • Looks like we’re reloading the patient record every time we switch back to the tab, which is why it returns to the default page…
    • Work Item: #31448

  • Show Labels

    • The country combobox on the “Other Referrer” window defaults to blank when adding a new referrer…
    • Work Item: #31450

  • Correct Completed Tasks Filters

    • The Completed Tasks filter setting of All will ignore the Created By and Assigned To filter options and show all completed tasks…
    • Work Item: #31482

  • Remove Trailing Spaces When Saving Primary Code

    • If a patient has a Trailing space(s) in the Primary Code this can cause issues…
    • Work Item: #31483

  • Handle Setting Provider Versions

    • Handle setting legacy or current terraform, terragrunt, and azurerm versions…
    • Work Item: #31505

  • Add Google Tag to Appsettings

    • We need to add the following GTM tag to appsettings: GTM-KBFQCWG catalog id: 393dc81a-332d-452f-82af-10d9488b25f7…
    • Work Item: #31515

  • Make Birthdate Not TimeZone Sensitive

    • Follow steps to recreate…
    • Work Item: #31516

  • Add GTM to Appsettings

    • Add the GTM to appsettings in booking api for this catalog…
    • Work Item: #31603

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31613

  • Fix error on print

    • Fix printing Appliance Tracker when sorting by next appt…
    • Work Item: #31664

  • Correct Office Reassignment in Scheduler Templates

    • When a user is in Month view of the Scheduler and they have the Scheduler Template Offices filter applied,  The listed templates could be incorrect if the templates office has been changed since it wa…
    • Work Item: #31677

  • #1: GET Queries

    • Integration API: Treatment Roadmap Template Endpoints To help our conversion process, I need REST API endpoints in the integration-api-temp project to access and create treatment roadmap stage templa…
    • Work Item: #31696

  • fix base images

    • Work Item: #31783

  • Fix base images

    • Work Item: #31860

  • Fix base images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31893

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31910

  • Fix base images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31925

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31931

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #31950

  • fix timeout error

    • The PatientsByStatus gaidge query is timing out for 3981’s Trosien databse…
    • Work Item: #31983

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #32008

  • Fix Base Images

    • Fix base images based on this Pipeline failure: https://dev…
    • Work Item: #32068

  • Add google tag

    • Add a GTM record for the following to the Booking API: Catalog Id: 19f074ec-b560-4257-ba1c-bf6d78ce467e Google Tag: GTM-PJM6ZMQ…
    • Work Item: #32083

Patient Charts & Records

  • Create report to track charts not signed by drs

    • Work Item: #22156

  • Correct TxCharts Deletion

    • Work Item: #23115

Patient Management

  • add created and modified columns to the Patient2ResParty Table

    • add columns to the Patient2ResParty Table and backfill existing columns…
    • Work Item: #21888

  • Display number of patients in aging buckets

    • Work Item: #22289

  • Fix/Replace InVisit Patient Facing App Swiper

    • Work Item: #24851

  • #4 Create Patient Lead API

    • Work Item: #25755

  • Create New Event and Create Patient Lead Webhook

    • Work Item: #25863

  • Remove pending patient client publish

    • Work Item: #26275

  • Capture and Pass Metadata to Post New Patient API Call

    • Work Item: #26304

  • Map Metadata to Patient Leads

    • Work Item: #26584

  • #1 Add Office to PendingPatient Table

    • Work Item: #27693

  • Fix Converting Pending Patient

    • Work Item: #28068

  • Create Feature Flag and Add Blank Cards

    • Work Item: #28214

  • Create Feature Flag and Create Blank UI

    • Work Item: #28416

  • Add visuals to lightbar card

    • Work Item: #28745

  • Create Combo Box for New Light Bar

    • As a user, I want to see the updated Light Bar visual that displays a combo box with doctor status options on the card for each chair on the schedule and properly changes order and color based on stat…
    • Work Item: #28835

  • Create Progress Bar for New Light Bar

    • As a user, I want to see the updated Light Bar visual that displays a progress bar on the card for each chair on the schedule and properly displays the time the patient was seated, the time ranges the…
    • Work Item: #28934

  • Update time format and procedure color, hide unused settings options

    • Add AM/PM to times and update procedure colors to use foreground/background set in the procedure editor and hide unneeded settings options…
    • Work Item: #29509

  • Update Patient Tracker Editor UI and Persist Options

    • Update Patient Tracker Editor UI and Persist Options…
    • Work Item: #30538

  • Add Doctor Time Needed Threshold Timer and Flashing

    • Add Doctor Time Needed Threshold Timer and Flashing…
    • Work Item: #30539

  • #1: Update Progress Bar Times

    • Update Progress Bar Times and Appointment Start and End Times…
    • Work Item: #30566

  • Implement

    • Work Item: #30938

  • Fix empty recent patient list

    • Ensure that the recent patient list loads regardless of workflow errors…
    • Work Item: #31654

  • Save notepad changes on patient refresh

    • When a user attempts to edit an existing Patient Notepad entry and then clicks on Refresh button or chooses F5 Key before saving that entry, there will be Save prompt shown…
    • Work Item: #31655

  • Fix converted pending patient showing on Pat with NO appt report

    • If a patient schedules an appointment via Online Booking and the office converts this patient to a Full patient, they will have a future appointment…
    • Work Item: #31656

  • Fire appt workflows from patient save

    • Marking an Appointment as Kept from Patient Appointment History will not trigger Kept appointment auto-events…
    • Work Item: #31716

  • Fix lightbar settings label forecolor

    • Work Item: #31771

  • Add progress bar settings and implement in lightbar

    • As a user, when viewing Patient Tracker editor I want to see settings to set the color of the light bar’s progress bar and progress bar doctor time colors…
    • Work Item: #31781

  • Remove Visual Template Option/Default to Only Use Doctor Time - v2

    • Remove the Visual Template option from settings so a user may not select a visual template…
    • Work Item: #31844

Reports & Analytics

  • Add metrics to custom Monthly Totals report

    • Work Item: #13351

  • Create Monthly Monitor Report

    • Work Item: #21610

  • fix tray cover report dates

    • Work Item: #21756

  • Create New Referral Report 2674

    • Work Item: #21791

  • Create report

    • Work Item: #21833

  • Create Financial Report

    • Work Item: #22153

  • Create Monthly Starts Average Per Office Report

    • Work Item: #22251

  • Create new Balance Sheet report

    • Work Item: #22269

  • Adjust Report Round 2 Certification Feedback

    • Work Item: #22309

  • Create new Timeclock report

    • Work Item: #22323

  • create report

    • Work Item: #22444

  • Create Daily Kept Appt report

    • Work Item: #22448

  • Create report with additional month to date metrics

    • Work Item: #22499

  • Create new report

    • Work Item: #22503

  • Create Report

    • Work Item: #22521

  • Create report

    • Work Item: #22529

  • Add Dr. Time to Arrival Log Report

    • Work Item: #22676

  • Monthly Metrics Custom Report API

    • Work Item: #22705

  • add report

    • Work Item: #22766

  • Create report

    • Work Item: #22905

  • Fix report timeout

    • Work Item: #23039

  • Create report

    • Work Item: #23061

  • add new column to report

    • Work Item: #23085

  • Create report

    • Work Item: #23125

  • Create report

    • Work Item: #23128

  • Create Report

    • Work Item: #23151

  • Create Report

    • Work Item: #23169

  • Create report

    • Work Item: #23182

  • Create report

    • Work Item: #23206

  • Create Reports

    • Work Item: #23212

  • Create FSA Statement Report

    • Work Item: #23239

  • Custom report

    • Work Item: #23246

  • report changes

    • Work Item: #23283

  • Create Report

    • Work Item: #23292

  • Create report

    • Work Item: #23293

  • Create Report

    • Work Item: #23296

  • Create report

    • Work Item: #23316

  • create report

    • Work Item: #23441

  • Create report

    • Work Item: #23458

  • Create report

    • Work Item: #23538

  • Use ptIsDentist column for filtering the Dentist Report

    • Work Item: #24210

  • update call center report

    • Work Item: #24738

  • Create Kept Removal (Debond) Report

    • Work Item: #25126

  • Create Custom Statement

    • Work Item: #25362

  • Fix Procedure List Report to Display Correct Doctor Time Value

    • Work Item: #25363

  • Create Custom Report

    • Work Item: #25364

  • Create End of Month Report

    • Work Item: #25865

  • Create Case Acceptance Report for Exams

    • Work Item: #26305

  • Create Custom Case Acceptance Report for Starts

    • Work Item: #26306

  • Create Custom Deband Analysis Report

    • Work Item: #26307

  • #1 Create Timesheet Daily Report

    • Work Item: #26389

  • Create Morning Huddle Report

    • Work Item: #26392

  • update reports’ min client version

    • Work Item: #26650

  • Fix Custom Statement

    • Work Item: #26659

  • Create Monthly Practice Financial Report

    • Work Item: #26660

  • Update Doctor Time Reporting

    • Work Item: #26826

  • #2b: ReportField Table and Data Updates

    • Work Item: #26938

  • Update 7.2.5 Custom Report Customers Publish Types JSON

    • Work Item: #26958

  • Create Custom Transaction Report

    • Work Item: #26984

  • Create Custom Transactions Summary Report

    • Work Item: #26985

  • Update name and add report

    • Work Item: #27032

  • Create report

    • Work Item: #27035

  • #1: Clinical Morning Minutes Report

    • Work Item: #27253

  • #2: Front Office Morning Minutes Report

    • Work Item: #27254

  • Fix report field

    • Work Item: #27548

  • Update Monthly Practice Financial Report

    • Work Item: #27848

  • Create Custom Practice Monitor Report

    • Work Item: #27849

  • Update Custom Statement Report

    • Work Item: #27866

  • Create Contract Details Report

    • Work Item: #27879

  • Update Arrival Log Doctor Time Report

    • Work Item: #27894

  • Fix report setting

    • Work Item: #28045

  • Update Message Box on Custom Report

    • Populate message and display at the top of the report per screenshot above…
    • Work Item: #28847

  • Remove Three Custom Reports from Report List

    • Remove three line items from the report list, report…
    • Work Item: #28848

  • Update Logo on Custom Reports

    • Update logo on financial history and statement for customer 3876…
    • Work Item: #28897

  • Fix Smart Scheduler Search and Reports

    • Believed #26955 broke searching with Smart Scheduler searching…
    • Work Item: #29126

  • 1 - Make requested report changes

    • Implement report changes listed in the Custom Project description…
    • Work Item: #29454

  • 1 - Add requested columns to the report

    • Add the two new columns to the report, switch report orientation to landscape if needed for space…
    • Work Item: #29482

  • Create report

    • Compare date ranges of production/collection (ex…
    • Work Item: #29579

  • Create custom report

    • Work Item: #29585

  • Create Start Rate report

    • They would like to develop a report that would allow them to see the start rates for any date range by office as well as by all offices combined…
    • Work Item: #29588

  • Create custom report

    • Report based off of contract totals that shows gross total, adjustments, net total, rp portion and ins portion…
    • Work Item: #29590

  • Update Static Data

    • Update Static Data for 1774 Custom Appointment Card so it can be used as their appointment card…
    • Work Item: #30050

  • Fix Mos Left column

    • Update Mos Left column to use arEndDate instead of parExpirationDateFormatted…
    • Work Item: #30134

  • Create Statement

    • Create printed Statement for the Customer…
    • Work Item: #30499

  • Update static data to allow 5202 access to 5108’s Financial Report

    • Update static data to allow 5202 access to 5108’s Financial Report…
    • Work Item: #30590

  • Hide Subgroups

    • Remove following fields from subgroup field options…
    • Work Item: #30693

  • Create report

    • Create a report matching the description in the parent item…
    • Work Item: #30774

  • Create report

    • Create a report with the description from the parent item…
    • Work Item: #30775

  • Create custom statement

    • Create statement matching description and PDF attached to the parent item…
    • Work Item: #30930

  • #2 Initialize a transaction and insert a transaction report log

    • Initialize a transaction and insert a transaction report log…
    • Work Item: #31241

  • Report Changes

    • The office has requested the following changed:  Change the consults column to pull from procedures marked as Exams, but leave the heading as is Change starts to pull from findings Start Dates instead…
    • Work Item: #31301

  • Fix how Filtered Appointment report handles pending patients

    • Fix report so pending patients display both the name and phone number and count toward the report count…
    • Work Item: #31665

  • Prevent Statement Due Date From Being an Invalid DateTime

    • The error below can occur if a Patient has a Statement Due date that occurs towards the end of the month…
    • Work Item: #31678

  • create report

    • Report should display for each contract Patient Primary CodePatient FullNamePatient Tx Phase Contract Tx Phase Contract Adjusted Total Fee Start Date Expected Removal DateAppliance Removal Date Report…
    • Work Item: #31714

  • Add NPE to 3402 Production and Collection

    • User would like the count of their kept new patient exams added to this report…
    • Work Item: #31715

  • Create New Patient Tracker Report

    • User would like a report to track new patient exams Report columns:Patient Name Appointment Scheduled Date Was Appointment Kept: Yes/No Patient Created Date - paEntryDate for patients, blank for non-…
    • Work Item: #31747

  • Update statement

    • KN Ortho was given a copy of the statement and wants to add Payment Method to the table…
    • Work Item: #31816

  • Create report

    • Notes: So just show the rp balance and amount due but do not show individual transactions? Yes, we don’t want to show individual transactions…
    • Work Item: #31947

  • Create receipt

    • Notes: Logo attached Document attached They would like to be able to email this receipt as well - for this to work, the receipt would have to be set to record to the correspondence history Filters:  …
    • Work Item: #31948

  • Create report

    • Request: : I want to export the information contained in the Billing Lines for a patient or subgroup in Edge Specialist to export the (1) Fee Schedule, (2) Primary Insurance and (3) Secondary/Addition…
    • Work Item: #31973

  • Fix date formatting on All Scheduled Forms

    • Fix date formatting on All Scheduled Forms…
    • Work Item: #31990

  • 2b. Partial Form

    • Work Item: #31993

  • Create Statement

    • Work Item: #32001

  • Create report

    • Notes:  Use the last timepoint date for Last Pano date Visit Notes will use the Next Visit column of the patients last treatment chart entry Filters: Start Date End Date Today  This Month Next Month…
    • Work Item: #32002

  • Make requested report changes

    • This is updating an existing proposed treatment form…
    • Work Item: #32045

Scheduling & Appointments

  • Create new appointment card

    • Work Item: #22442

  • Update Appointment Types Editor UI

    • Work Item: #23897

  • Create Modal for Create New Appointment Type

    • Work Item: #23910

  • Update Create Appointment Types Modal

    • Work Item: #24044

  • Add Icon to Selected Appointment Type/Procedure in Appointment Type/Procedure Editor

    • Work Item: #24078

  • Update Create Appointment Types/Procedures Security

    • Work Item: #24546

  • Add Scheduled Office Name to Appointments on Appointment Card

    • Work Item: #24555

  • Update GET Appointments API

    • Cleanup the Appointment endpoints to match API standards…
    • Work Item: #24817

  • Create Self-Scheduling README Documentation

    • Work Item: #25130

  • Custom Appointment Card & School Excuse

    • Work Item: #25601

  • #1 Fix Change By User to Match Created By User When New Appointment is Created

    • Work Item: #25613

  • Display Time in Custom Appointment Card/School Excuse

    • Work Item: #25739

  • Update Appointments API

    • Work Item: #25756

  • Update Appointment Card

    • Work Item: #25856

  • Create Patient Lead Booking API

    • Work Item: #25864

  • #3 Decouple Saving Pending Patient from EdgeServers/Add Saving Pending Patient to EdgeBooking

    • Work Item: #26016

  • No appointments view change

    • Work Item: #26182

  • Add Logo to Appointment Card/School Excuse

    • Work Item: #26295

  • Create Appointment Changed Log Report

    • Work Item: #26308

  • Capture Online Booking Request Call Back Information

    • Work Item: #26349

  • Create Custom Appointment Card

    • Work Item: #26391

  • Add Metadata to Patient Lead Booking API

    • Work Item: #26513

  • Update Custom Appointment Card

    • Work Item: #27259

  • Update booking app to Angular 15

    • Work Item: #27658

  • #3a: Capture Office in Online Booking API

    • Work Item: #27695

  • Update Online Booking App to Capture and Populate the Office for Patient Leads

    • Work Item: #27699

  • Fix Save for GridTemplateAppliedDoctorSchedule Table

    • Editing the doctor schedule for an applied template results in one entry per time range in the GridTemplateAppliedDoctorSchedule Other template editing functions remain unchanged Ensure backwards comp…
    • Work Item: #28984

  • Correct Issue with Modifying Time Ranges for Applied Scheduler Template

    • Prevent the existing classifications and cell attributes being deleted when time range is changed and saved…
    • Work Item: #28985

  • 1 - add header to appointment card

    • Add header back to appointment card and have it show/hide similar to the stock appointment card…
    • Work Item: #29457

  • Add doctor time check to edit appointment

    • Add doctor time check to editing an appointemnt…
    • Work Item: #29587

  • Update PatientsByStatus.sql Prior to Last Appointment Logic

    • Update the PatientsByStatus…
    • Work Item: #29902

  • Fix Appointment Types Editor Saving

    • Given a user open the Appointment Types editor and selects an appointment type with a type of anything other than Adjustment When saving with no changes Then Type should remain the same…
    • Work Item: #30052

  • #1: Update appsettings.json for BOND GTMs

    • Add google tag manager id Allen Orthodontics Catalog_Id: 19f074ec-b560-4257-ba1c-bf6d78ce467e GTM: GTM-PJM6ZMQ Beglin - Bishop (all CA) Catalog_Id:  97236a3b-3d12-47a9-8bb1-480ee2628ccf GTM: GTM-PXJG…
    • Work Item: #30479

  • Do Not Call DoctorAway Unless Doctor is There

    • When using lightbar v2, if a patient has had doctor needed assigned and never had doctor here assgined and “Autoset “Assistant Needed” after “Doctor Away” is set in the light bar settings, moving a pa…
    • Work Item: #31449

  • Fix online scheduling days

    • Online Scheduling has the ability to Allow scheduling procedures between certain days away…
    • Work Item: #31559

  • Save assigned assistant selection with recall appointment

    • If an operator is scheduling a recall appointment for an appointment and that patient does not have an assistant assigned any chosen assistant will not be saved…
    • Work Item: #31577

  • #1: Use Edge Booking Integrator Id For Posting to Edge Servers

    • We need to change the integrator to Edge Booking when sending a request to Edge Servers from the external booking endpoints…
    • Work Item: #31690

  • Add Google Tag

    • Add a GTM record for the following to the Booking Api: Catalog Id: 2718bd92-2946-47cb-8a5c-4f964bc6e4b5 Google Tag: GTM-KGB8R49M…
    • Work Item: #31822

Security & Access

  • Add separate system integration security

    • Work Item: #22657

  • Create Security Group

    • Work Item: #24683

  • Apply Over Capacity Doctor Time Security to Scheduler

    • Work Item: #25811

  • Implement in login screen

    • Work Item: #26025

  • Use Users Default Media Player for Edge Animations

    • When a user opens Patient Compliance Animations (free) the default player we launch is Windows Media Player…
    • Work Item: #30113

Treatment Planning

  • Hide Is Required Checkbox in Treatment Plan Style Editor

    • Work Item: #22991

  • Allow User to Save Edge Proposal with a Duplicated Treatment Description or Abbreviation

    • Work Item: #23549

  • Fix Edge Proposal App UI to Hide Estimated Treatment Months

    • Work Item: #24023

  • Prevent Error and Show Blank Treatment List

    • Work Item: #25498

  • #4: Treatment Coordinator Morning Minutes Report

    • Work Item: #27256

Treatment Planning - Contracts

  • Add Contract Class to Contract Totals Report

    • Work Item: #22270

  • Fix ContractClass Duplication Issue

    • Work Item: #25406

  • Create Contract Totals with Starts Report

    • Work Item: #26968

  • Enforce Character Limits for Contract API

    • Work Item: #27251

  • Fix Contract API’s Fix Events Project

    • Given a user is trying to execute the contract API to fix proposals When trying to run manually Then Utility runs without errors Functionality for automatically fixing events remains…
    • Work Item: #30111

Treatment Planning - Proposals

  • Remove Edge Proposal Product Key

    • Work Item: #22716

  • Add Information Descriptions to New Edge Proposal Template Editor

    • As a user, I want to see a brief description of what the section encompasses in order to better understand how to create or edit an Edge Proposal template…
    • Work Item: #22758

  • Fix Edge Proposal Wrapping When Description is Short or Blank

    • Work Item: #22888

  • Fix theming issue when creating proposal

    • Work Item: #22901

  • Fix Broken Logo Visual on Edge Proposal App

    • Work Item: #22997

  • Add Edge Proposal QR Code to Mail Merge Variables

    • Work Item: #23550

  • Remove Widget Tool Tip from Ribbon Bar for Edge Proposal

    • Work Item: #23553

  • Add Max Width and Height for Edge Proposal Email Templates

    • Work Item: #23583

  • Update to Angular 12

    • Work Item: #27925

  • Copying Proposal Template Keeps All Assigned Treatment Phases

    • Work Item: #28046

  • #2: Error Handling in the Proposal API

    • Work Item: #28064

  • Retrigger Events to Prevent Read Models From Getting Out of Sync

    • When events are out of sync on the version, no data is processed…
    • Work Item: #28444

  • Fix Creating or Coping of Edge Proposal Templates to Save With Correct Treatment Phases

    • fix copy template bug…
    • Work Item: #30210

  • Use proposal created date settings for contract

    • When creating a contract from an accepted proposal…
    • Work Item: #31180

  • Fix Proposal Breakdown

    • If a user edits what appears to be any of a proposal’s break down options, this can cause issues with the proposal app…
    • Work Item: #31484

  • #2 New Sql Image

    • Work Item: #31819

User Interface

  • Create document from outstanding transaction results when required

    • Work Item: #20566

  • Generate form from secondary when doesn’t accept COB

    • Work Item: #21565

  • fix operator editor error

    • Work Item: #21934

  • create forms

    • Work Item: #22324

  • Add Splint form

    • Work Item: #22460

  • add form types for 3996 Align

    • Work Item: #22622

  • Fix Contact Info for Professional Editor

    • Work Item: #22771

  • “Include Current Month” Checkbox should be visible on Scheduled and All Scheduled Forms

    • Work Item: #23014

  • Add form date to custom All Scheduled

    • Work Item: #23093

  • Fix Online Form Update

    • Work Item: #23118

  • Update Edge UI to use activator utility

    • Work Item: #23138

  • Display Inactive Gender Identities in the Gender Identities Editor

    • Work Item: #23504

  • Add Pre-Authorization Field to Canadian Form Fields UI

    • Work Item: #23536

  • Add Doctor Time Field to Cell Editors Section of Scheduler Grid Templates Editor

    • Work Item: #23962

  • School name required if 18 or older and student

    • Given a user has a value of true for Canada in the Country table, the CDAnet and CDA ITRANS flag is turned on in the Insurance Setup Editor and the Insurance Company is a Canadian Insurance Company Wh…
    • Work Item: #24118

  • Fix grid load slow down

    • Work Item: #25295

  • Populate data in edit form

    • Work Item: #25349

  • Create call back UI

    • Work Item: #25983

  • Connect File Requirements for File Upload Window

    • Work Item: #26176

  • Script for Correcting Entries in GridTemplateAppliedDoctorSchedule

    • Work Item: #26656

  • 27263/regenerate-cda-forms

    • Work Item: #27264

  • Update UI Video Options

    • Work Item: #27371

  • Update UI to Support Active/Inactive

    • Work Item: #27372

  • Update Save Logic for Fee Schedules Editor

    • Work Item: #30168

  • Update base interfaces

    • Windows client backend issue refit upgrade We recently updated the refit version used by Edge…
    • Work Item: #31179

  • #2: Change Office Id in External to Be a Guid

    • We need to change the office id in the NewPatientDto to a Guid…
    • Work Item: #31700

Workflow Enhancements

  • Implement remove visual tag workflow activity
    • Add workflow activity to remove visual tag to patient…
    • Work Item: #30116