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  • Provider Portal 3.0 - Administrators have the ability to create a printable Custom Form template that contains built-in demographics, insurance, and custom field data
  • Provider Portal 3.0 - A new rule for custom fields, tasks, and final kiosk step has been added for patients with multiple appointments - shows patient a custom final step with final instructions, task can be created to alert staff, and certain custom fields can be triggered 
  • Provider Portal 3.0 - Patient Tracking Statuses are now available as a filter for a Visit Search
  • Provider Portal 3.0 - Appointment Notes will now be displayed in the Task it creates, in the Quick View for the Visit when the patient checks in, and in the Appointment details
  • Integration - We now have the ability to control how often we send the Driver's License image outbound and can tailor it to your needs

Bug Fixes

  • Provider Portal 3.0 - Clicking to "close" a task and then to "reopen" the task will now successfully reopen the task

  • Provider Portal 3.0 - Fixed the bug for the "Forgot Password" link
  • Administrator - Changes to the default kiosk final step are no longer overridden if the ThankYou label isn't manually deleted

  • Reports - Patient Tracking statuses now export successfully when selecting all export columns
  • Eligibility - Medicare remaining deductible will now appear in the Quick View and insurance screen
  • Eligibility - Additional Payer on File alert will not appear for payers other than Medicare and Medicaid
  • Eligibility - Viva is now successfully pulling patient copays


Please contact to enable any new features or enhancements

Scope of Release

The release will impact the Provider Portal 2.5, Provider Portal 3.0, Kiosk and Integration. The actual release should have minimal effect on user workflow. 

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