Weekly Sales Meetup: 8/11/25

Release Notes

100

This feature helps identify and eliminate duplicate client records by allowing users to merge multiple records together at a time and is located in this dropdown of PatientNow

Clients → Client List → Show Duplicate Clients

200

A new Company Setting has been added to allow users to decide whether to display these on the Patient Portal or not, formerly going by the name 'Other Notes'.

Client Notes

300

This is now updated in RxPhoto to handle options for both .CSV & .XLS file types

Audit Log