📢 What’s New

Below is a summary of the enhancements and improvements included in this release:

• Expanded reconciliation functionality, new Apple Pay setup and capabilities, improved automated billing and balance management, and performance upgrades across onboarding, reporting, and ACH processing. 
• The update also enhances patient payment flexibility and strengthens error handling, resulting in a smoother and more secure experience for all users.

🚀 Release Notes

Features & Enhancements

Recon Improvements

• Migrate Clinicient to new Recon service
• Introduce and update configurations for external reconciliation in the Recon tab
• Pull Azalea patient balances daily and support automated bill voiding
• Verify organization billing, daily billing, and activity DAGs

Admin & Integration

• Admin configuration for (B2B) Recon supporting new delivery to Waystar
• Apple Pay: SDK foundation, backend service API, admin configuration, and UI setup
• Adding PatientPay TaxID to Waystar 835s
• pointclickcare URL now set as a ppay-chart value

Payment and Billing

• AutoCharge Payment Type, reporting, and opt-out
• PROGYNY: Automated and encrypted weekly open payment plan reports via SFTP
• Split payment and separate transaction processing enhancements
• Payment summary and summary for multiple cards
• Enhanced payment plan and custom options
• Improved billing logic and ingestion for Iraan General, Natchez, and other clinics
• Retry ACH failed payments
• File ingestion and validation enhancements
• Balance management and BIGINT updates to prevent overflow

User Experience & Quick Pay

• Modify Onboarding Portal required fee fields
• Quick Pay via SMS, reporting & analytics, and configuration
• Apple Pay infrastructure and user onboarding flow enhancements
• Auto-select latest report ID for invoicing stored procedures

Data & Reporting

• Historical load of Paper & EOB for daily summary
• Analytics: Add custom lookback date range
• Analytics improvements for bill value discrepancy checks
• Update Actions in CTR report stored procedure
• FLIP AI: SSH key workaround for Airflow

Security & SSO

• Error handling, auto-retry for invalid tokens, and enhanced monitoring
• Okta SSO: Streamlined login enhancements for onboarding

Networking & Infrastructure

Setup VPC between CG and PPay

AutoCharge patient opt-out and admin opt-out functionality

🛠️ Bug Fixes

• "Now Payments Only" role not functioning in UAT
• Print statistics no longer populating in print job reports
• Performance improvements for large image uploads in portals
• User Management view: User activities fail to load
• Onboarding portal banking info not visible
• Unable to change application status to rework
• Dates displayed ahead by one day in onboarding
• File ingestion errors and configuration issues
• Portal errors with stop auto-charge