Skip to main content

Week of September 20: payer enrollment status keeps itself current

The Payer Enrollment page now shows a payer's latest word on your enrollment without you pressing Refresh.

New

  • Spanish for your client portal (beta). Under Settings, Patient Portal there is a new Localization option, "Clients can choose their portal language". Turn it on and your clients get an English / Español switch at the top of your portal, starting on the sign-in page; the portal also opens in Spanish on its own for a client whose phone is set to Spanish or whose Preferred language you set to Spanish on their chart. The whole portal is covered: signing in, appointments, documents and forms, billing, messages, video sessions and your public booking page. Sentences a client agrees to or pays under show the English underneath the Spanish. Your own forms, invoices, emails and text reminders stay in the language you wrote them. How it works.
  • An email when Stripe pauses your payments. If Stripe, the card processor behind online payments, pauses client card charges or payouts to your bank (usually because it needs a document or is verifying something), you now get one email saying what is paused, why, and what Stripe is asking for, with a link to Settings, Payments. Before, the first sign was a failed charge.

Fixed

  • Enrollment status updates on its own. Under Settings, Payer Enrollment, a payer's status and any step it needs from you used to update only when you pressed Refresh on that row; the email we sent you about the change was right, but the page behind its button still said "Submitted". The page now updates within the hour of the clearinghouse reporting a change, and immediately when the clearinghouse notifies us, so "Pending", "Action required" and "Accepted" on the page match what you were emailed.
  • A corrected client email un-blocks their mail. When a client's address bounced, Practice Harbor stopped emailing that client and the chart showed a red notice, but fixing the address did not lift the block; you had to write to support. Now saving the client with a corrected or new address lifts it on its own. If the new address bounces too, the notice comes back.
  • Referral rewards now count renewals. The free months for referring a colleague are awarded once the referred practice makes its second payment. A subscription renewal was resetting that count, so the reward could never trigger. It counts correctly now.
  • The AI Usage count resets on the 1st. A subscription renewal in the first days of a month could keep last month's count on the Settings, Subscription usage card until the next month. It now resets on schedule.