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  • Product Updates 2018

September 2018

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    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

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    Related Articles
    • August 2018
    • December 2018
    • October 2018
    • November 2018

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