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October 2019

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    Release Notes October 2019

    These release notes are meant to give an overview of new features and/or enhancements launched in the month of October.

    What's New for Practice Management

    Task Templates Enhancements

    License/permissions:

    • License: Any
    • Permissions: Admin

    Description: Admin team members can edit or delete task templates created by other admins. In addition, admins can edit or delete message templates and email templates.

    Learn More:

    Task Templates

    Canopy Payments One-Time Payments

    License/permissions:

    • License: Any
    • Permissions: Billing, Canopy Payments

    Description: Users enrolled in Canopy Payments can schedule one-time payments when needed.

    Learn More:

    Entering Payments

    Upload Canopy File as an Attachment

    Description: When composing an email in Canopy, users have the option to attach a file directly from Canopy. 

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