v1.6.84

Membership agreement signing for storefronts, appointment-based marketing, and enhanced payment method management.

v1.6.84

Released on February 4, 2026

This release adds membership agreement signing capabilities for storefronts, appointment-based marketing audiences, and enhanced payment method management for memberships.

Highlights

  • Membership Agreement Signing

    Storefronts can now require customers to digitally sign membership agreements before completing purchases, ensuring proper legal documentation.

    • Attach required consent forms to any membership offering
    • Digital signatures required before accessing billing information
    • Signed agreements automatically stored in patient documents
    • Meets legal requirements for membership programs

  • Appointment-Based Marketing

    Marketing campaigns can now automatically target patients based on their upcoming appointments for more personalized outreach.

    • Audiences update automatically based on appointment schedules
    • Send targeted communications before, during, or after appointments
    • Reduce no-shows through strategic reminders

New Features

  • Payment Method Update Links

    Members can now easily update their payment methods for recurring memberships through secure email links.

    • Automated notifications when payment methods need updating
    • Secure one-click links to update payment information
    • Reduces membership cancellations due to expired cards

  • Standalone Consent Forms

    Consent forms can now be signed independently of appointments, supporting membership agreements and other standalone documents.

    • Consent forms no longer require an associated appointment
    • Improved PDF generation with better error handling
    • Supports both appointment-based and standalone workflows

  • Flowsheet Editor

    New flowsheet UI components allow providers to document vital signs and measurements in structured tabular formats within clinical notes.

  • Qualiphy Integration

    Added support for Qualiphy telehealth exams with a new qualiphyEnabled flag and GFE (Good Faith Estimate) UI gating.

  • Lead Workflow Triggers

    Workflows can now be triggered automatically when new leads are created, enabling automated follow-up sequences.

Improvements

  • SMS Opt-In Management

    Expanded GraphQL schema to better handle SMS opt-in preferences and consent tracking.

  • Refund Modal Options

    Added advanced options to the refund modal for more flexible refund processing.

  • Audio Normalization

    Improved audio input normalization for more accurate transcription and recording quality.