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

What's New for Canopy

Custom Branding

License/permissions:

• Practice Management
• Admin

Description: Custom Branding is a new license available for purchase. Custom Branding allows admin users to customize their client portal domain (web address), logo images, branding, and Client Portal welcome message. With Custom Branding, you can enhance your clients' experience using an online Client Portal specially branded just for your practice.

Learn more:

• Custom Branding

What's New for Practice Management

Canopy Dashboard Enhancements

License/permissions:

• Practice Management
• Admin

Description: When admin users login, they will see new widgets displaying on their Admin dashboard.

• The Client Sources widget shows the different sources of their clients, if they have recorded that information in the contact record. It will include the default source categories as well as any custom ones they the customer has created.
• The Contact Growth widget shows the growth in the number of clients in their account over the past 6 months. It is calculated and updated the beginning of each month and excludes hidden contacts.

Learn more:

• Getting to Know Canopy Dashboard

eSign

License/permissions:

• Practice Management
• Access to applicable contacts

Description: eSign is available as an add-on purchase to a Practice Management license.

Learn more:

• Using eSign in Canopy