Announcing PatientPay 25.3
More flexible options for payment plans including down payment, setup fee, interest and signed plan agreement
Updated at March 4th, 2025
Table of Contents
Go-Live Date
This release is generally available on March 5, 2025.
Release Overview
Below is a summary of the enhancements / fixes in this release:
• Payment plans support down payment, setup fee, interest and plan agreement
• Support for encrypted Magtek Dynamag USB card swipers when integrating with PayFac
• Improved support for admins to manage chargebacks
• Patients can now opt-out of paper statements and go electronic
• Improved User Management to allow users to define their own passwords and receive a welcome email when onboarding with PatientPay
• Approximately 27 bug fixes
Enhancements in This Release
The following represents the enhancements that were made in this release:
| Issue Number | Description |
| PPY-12600 | Patient Portal now supports plan options that include minimum down payment, setup fee and interest |
| PPY-12601 | Patient Portal now supports conditionally presenting plan agreement for digital signature |
| PPY-13369 | Patient Portal now offers new plan options when updating payment plan |
| PPY-13187 | Admin now supports conditionally presenting plan agreement for digital signature |
| PPY-13016 | Admin now supports plan options that include minimum down payment, setup fee, and interest |
| PPY-13256 | Admin now offers new plan options when updating payment plan |
| PPY-13134 | Admin now displays current payment method on Update Plan screen so admin knows whether they need to update payment method |
| PPY-13335 | System now handles plans with interest when updating bill via Ingestion |
| PPY-13366 | System now handles plans with interest when updating after partial payment |
| PPY-13119 | Admin Payment Plan Report now includes Now payment plans |
| PPY-13367 | Admin Transaction Detail now shows breakdown of plan installments to show down payment, setup fee and interest |
| PPY-13368 | Recon service now includes two new fields that break out payment plan setup fee and interest for providers that use these payment plan options |
| PPY-13182 | Now payment plans and subscriptions now create TOS bill so that patients can be sent secure link to access Patient Portal |
| PPY-13238 | PDF layout for Admin Bill History export improved to make prominent information more legible |
| PPY-13228 | Patient Portal now toggles prompting for guarantor vs. patient Date of Birth at Login based on which date of birth was passed in statement file during Ingestion |
| PPY-13313 | PatientPay now provides real-time recon of payments/refunds for Azalea Health Acute/Inpatient users |
| PPY-13112 | PatientPay now supports encrypted Magtek Dynamag USB card swipers when integrating with PayFac |
| PPY-13235 | Admin payment screens have improved usability with Magtek Dynamag USB card swipers by allowing user to swipe new card information from anywhere on the payment screen |
| PPY-13205 | Updated the identity management software used by Admin security to support improved MFA authentication policies |
| PPY-13075 | Admin Guarantor Details now allows patients/guarantors to opt-out of paper notifications if they prefer electronic only |
| PPY-13076 | Dunning now honors opt-out of paper notifications and does not queue up printed statements/letters |
| PPY-13229 | Admin Ingestion Report has improved layout of ingestion stats to improve legibility |
| PPY-9005 | Admin now provides new workflow for managing chargebacks |
| PPY-13103 | Admin Bill Summary Report now supports new Suspend Reason filter to isolate chargebacks/reversals as well as bills on hold for specific reason |
| PPY-13320 | Admin Transaction Report now includes “Chargeback” and “Chargeback Reversal” in Transaction Type filters to help users isolate these transactions |
| PPY-13324 | Admin Bill History now includes events for Chargeback and Reverse Chargeback with links to Transaction Detail screen |
| PPY-12617 | Admin now provides collapsable menu to give users more screen real estate for large reports |
| PPY-13150 | Admin Bulk Refund now provides the ability to set bill status and add memo |
| PPY-13089 | Admin User Management now allows new users to set their own password on initial login |
| PPY-13085 | Admin User Management now allows admins to send welcome email to login to PatientPay to individual accounts or in Bulk Edit |
| PPY-13243 | Admin User Management Bulk Edit feature now confirms with user before allowing them to deactivate users or send welcome email to prevent user error |
| PPY-13155 | User profiles in Admin now include country code in mobile number to support MFA for users with non-US mobile numbers |
| PPY-5131 | Admin User Management now provides improved user listing with status and sort by username |
| PPY-13128 | Upgraded BouncyCastle third-party encryption library for bugs fix and compliance |
| PPY-12869 | PayFac WorldPay Express/Tri-POS sub-merchant upgraded to v3 boarding APIs for compliance |
| PPY-13148 | PayFac now supports next-day funding to provide more timely disbursement for providers |
| PPY-12832 | PatientPay now sends payment profile ID to PayFac when using vaulted card |
| PPY-13404 | Improved integration with Papaya identity protection with storing patient date of birth in hidden field and not prompting patient when onboarding |
Fixes in This Release
The following fixes apply to this release:
| Issue Number | Description |
| PPY-13415 | Recon service now properly handles no ACH refunds on a given day |
| PPY-13429 | Recon service now generating ACH rejects file after setting original MID used for transaction |
| PPY-13314 | Reconciliation file service now correctly saves files to S3 and SFTP |
| PPY-13356 | Corrected duplicate card on file when swiping card from both encrypted and unencrypted USB card swipers |
| PPY-13257 | Admin User Activity now properly recording events for payment plan configuration, subscription setup, and updating payment methods |
| PPY-13288 | Admin Guarantor Details’ Bills & Payments now correctly segments bills from different practices when using the browsers refresh button |
| PPY-13426 | Now payment plans and subscriptions are now correctly saving the tokenized card data on setup |
| PPY-13418 | Recon service now correctly handles multiple organizations sharing same MID for ACH when generating recon file |
| PPY-13386 | Admin no longer clips “Practice(s)” label from practice checklist on reports and other screens after searching/filtering practices by name |
| PPY-13364 | Admin location drop-down on all payment screens now behaves like practice checklist where user can type to filter and, after a selection is made, they can hit the drop-down again to see all options |
| PPY-13355 | Admin Create Payment screen now allows Patient ID to contain periods |
| PPY-13346 | Admin Now Payment’s Send Payment Link now correctly sets location based on selection made when Now payment was submitted |
| PPY-13172 | Admin User Management now updates selected count when using Bulk Edit feature |
| PPY-13326 | Admin User Management now alerts user if they attempt to perform Bulk Edit with no users selected to prevent user error |
| PPY-10950 | Admin Configuration for Branding now correctly shows same labels in read-only mode as edit mode to avoid confusion |
| PPY-9960 | Admin Configuration for Payments now prevents user from deleting payment location that is actively used by any transaction to protect data integrity |
| PPY-11952 | Ingestion Report now reports error when externalBillCode exceeds 20 character limit |
| PPY-12520 | Admin Guarantor Details now correctly displays phone numbers that were ingested with invalid area code |
| PPY-13133 | Patient Portal will now default to Bank Account for Payment Type when patient chooses to edit Now payment plan or subscription and payment method was setup using Bank Account to avoid confusion |
| PPY-13169 | Admin User Management now correctly syncs with Okta when username is changed |
| PPY-13176 | Admin Bill Summary report is correctly updating Refresh button state when Custom Date Range is chosen and user changes Start/End dates |
| PPY-13178 | Admin no longer logged user out of session after they update their user details under My Account |
| PPY-13179 | Admin Cash Register screen now clears Description value after a successful payment is submitted |
| PPY-13196 | Admin Guarantor Details’ Bills & Payments listing now shows full Patient ID and Patient Name in tooltip if value is beyond maximum column limit |
| PPY-13216 | Patient Portal Bill Summary breadcrumb now correctly hyperlinks arrow to avoid rage clicks from patients |
| PPY-13221 | Admin Configuration for Payments now correctly loads the screen after refreshing the browser |
| PPY-13223 | Patient Portal is now correctly handling when user clicks unsubscribe link in billing email notifications and only opting them out of email notifications |
Known Issues in This Release
There are no known issues in this release.