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.