September 2024 Product Release Notes

This month’s release notes include completing phone number verification and enhanced security checks for collecting online payments for a better practice experience.  

Phone Number Verification

Action required for Marketing Platform users! 

What’s happening? The U.S. is implementing end-to-end call authentication to help combat the growing number of robocalls people receive from unknown numbers.  

What this means for you? Our partner, Twilio, now requires a verification process for your phone number to ensure it can be used for appointment confirmations through our Marketing Platform. This helps to ensure patients recognize your practice number and respond to messages, creating a better practice experience for everyone.

What do I need to do? If you haven’t verified your practice number, please follow these steps to do so.  

1. Open the Settings (gear icon within the unified wrapper).

2. Under "Account" click "Phone Number Verification" 

3. If you have a phone tree, enter your extension. 

4. Click the button "Click Here to Receive a Phone Call."

5. You’ll get a phone call requesting a 6-digit verification code. Input the 6-digit code on the screen to finalize the verification.

6. If successfully verified, you will see a confirmation screen. 

7. If verification fails, you will be prompted to try again. 

8.  Once verified, you will be able to see your verification status on the Phone Number Verification settings page.

A notification icon has been added to the Settings application for practices who still need to verify their phone number.  

Head over to the Help Center for more details.    

Payments

We’ve implemented some security checks on the public-facing payments page to protect your patients’ information (if they misplace their credit card) and your practice reputation.

• When a person enters their personal information, their last name and date of birth must correspond with the patients’ information in your PMS.  

• When a patient has paid for their care online, they’ll now receive an email confirming whether the transaction was successful or not instead of seeing on-screen transaction notification.