Skip to main content
Procentive Knowledge Hub

Product Updates 2019-01-08

Be sure to check out Procentive staff's favorite new features, as denoted by this icon:  ​​​​​​star_icon_favorites.png 

New Features

General Updates
  • Support for SAML SSO has been added for agencies already using SSO. To setup, please submit a support ticket.
Appointments Module
  • New Appointment > Client Notes section has been moved up. 
Clients Module
  • When a client's record is made inactive, the status of all diagnoses is also made inactive. 
  • Added client number to duplicate client warning for new clients.
  • Misc Tab > CC On File checkbox has been added, as part of the enhancement to Report 3560 (see below). ​​​​​​star_icon_favorites.png 
Client Portal
  • Registration page for new clients was updated for clarity.
  • The "Make Payment" button has been made more prominent for ease of use.
  • Client Portal Manager > "Hide client balance" setting was added. When enabled, clients must refer to their statement for the balance due.
Clinical/Charting Module
Faxes Module
  • Outgoing faxes report (print.gif) now includes the "Status Message" column.
Payments Module
  • Added check-boxes for "Show clients without a balance" and "Show inactive clients".
Reports Module
  • Report 1510: Added filter to include billing information - Amounts Invoiced and Paid - for each service line.
  • Report 3540: Added release date (Clients Module > Contacts Tab) as an option field for display.
  • Report 3560: Added filter to exclude statements for clients with a CC on file.  ​​​​​​star_icon_favorites.png 
  • Report 6220: Added date arrows (allows you to advance by 1 day) for ease of use.
Ticketing Module
  • Ticket priority is now included in the subject line of email notifications.  ​​​​​​star_icon_favorites.png 
Time Module
  • Programs drop-down now includes a [none] option.
  • Filtering by client name now groups by first name, when last name is the same. 

Bug Fixes

Clients Module
  • Quick search properly resets once a client has been deleted.
Client Portal
  • When an appointment is self-scheduled by a client break times are adhered to.
Faxes Module
  • Sending a new fax using the scanning integration no longer warns "no attached files".
  • Resending a fax no longer warns "no attached files".
Settings Module
  • Local ticket rules now function appropriately.
  • Was this article helpful?