Highlighting the latest improvements in Release 1.62 designed to make your experience more powerful, efficient, and intuitive.

We’ve expanded the advanced filters under Management → Catalog to help you find items more quickly and accurately. Enhancements included:

The Payer/Plan Detail Report previously did not display the Unique Plan ID, requiring

engineering to run manual reports to extract this information. Adding the Unique Plan ID to the report allows users to access this data directly in the UI, reducing manual effort and improving efficiency.

We’ve updated the Order Confirmation layout to surface key patient information more clearly and improve overall readability. Improvements include:

These updates help reduce errors and make order review more intuitive for your team.

We’ve added support for configuring Place of Service (POS) codes at the Facility level and carrying this data through to orders and downstream invoicing. This ensures more accurate billing and greater visibility during order processing.

Facility Configuration

Added an optional Place of Service (POS) Code field to Facility setup and editing.

This supports:

POS details can be added and updated as part of the normal Facility management workflow.

Order Cost Sharing

When a Facility is tied to an order, its POS Code now automatically defaults onto the order. POS Code is now exposed in the Cost Sharing section of the order UI. Users may edit or override the POS Code at the order level if needed.

Invoicing

Orders containing a POS Code (from Facility or user entry) now send this information

downstream for invoicing, supporting more consistent billing workflows.

To streamline product weighing and reduce manual entry errors, we’ve introduced a Connect Scale button next to the weight input field. This enhancement enables direct reading from connected electronic scales.

The Connect Scale button has been added beside the weight field during product weighing. When pressed, the system automatically retrieves weight data from supported electronic scales (e.g., USB/COM-connected devices).

This eliminates manual typing, reduces human error, and speeds up weighing workflows. Users can now seamlessly auto-populate the weight field with a single click, and efficiency during order processing and inventory operations.

We’ve expanded Data Transfer capabilities by adding support for Unit of Measure (UOM) import and export. This update makes it easier to manage UOM configuration at scale and streamline setup across environments.

The UOM Import/Export functionality has been added under Management → Data Transfer. Users can now download existing UOM data or upload updates in bulk.

Import workflow leverages the existing API endpoint: POST jobs/v1/import/uom

This enhancement improves efficiency for teams managing complex product or inventory setups across multiple locations.

As part of expanding international address capabilities, we’ve introduced support for adding a Country field to insurance addresses in the insurance record of the patient profile. The default country remains USA, consistent with earlier phases.

We’ve implemented enhancements to make grid filtering more intuitive, consistent, and efficient.

Users can now set a saved filter as their default. When a default filter is selected,

it will auto-apply each time the grid is opened from a fresh state. Users still have the option to open the grid with no filters applied for full flexibility.