Changelog

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Intelligent Invoicing Workflow 🧠

The enhanced invoicing system now provides:

• Smart fallbacks: Automatically tries alternative delivery methods when needed
• Method prioritization: Configure preferred channels with customizable sequences
• Failure handling: Error tracking with detailed reasons and recovery options
• Automatic retry: the system will automatically retry sending invoices to patients on alternative channels if the primary method fails.

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Future Invoice Planning 📅

View upcoming invoices with and modify them or fix issues in advance:

• Delivery method forecasting
• Timing predictions based on your rules
• Ability to adjust patient information on the fly.
• Bulk editing tools and actions to quickly update multiple invoices

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Administrative Controls 🔧

Take control of your invoicing:

• Pause/resume invoice sequences
• Cancel invoices from being sent in the future
• Take Payments directly from the invoice page
• Reschedule invoices with fine grain control over individual invoices
• Monitor delivery status in real-time

Learn more about Intelligent Invoicing →

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Smart Mentions: Personalize Messages with @ 🪄

We’ve added Smart Mentions across the platform! Now you can quickly insert patient information, practice details, and custom snippets in any text field:

• Type @ to see available mentions
• Insert patient names, balances, and more
• Create custom snippets for frequently used text
• Preview content before inserting

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Bulk Text Messaging 📱

Send personalized messages to multiple patients at once with our new bulk messaging feature:

• Select multiple patients from the patient page
• Personalize messages using Smart Mentions
• Choose between one message per phone number or per patient
• See costs upfront before sending

Once you’ve selected your patients, compose your message with our new bulk messaging interface:

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Additional Updates

• Added character counter to message composition
• Real-time cost estimation for bulk messages
• New patient selection interface with clear count indicator

Learn more about Smart Mentions →

Learn more about Bulk Messaging →

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New Dollar Amount Filtering 💰

Added dollar amount filters to charges, payments, and invoice tables. You can now filter financial records by:

• Exact amount matching
• Amount ranges (between two values)
• Greater than a specific amount
• Less than a specific amount

This makes it easier to find and analyze specific transactions, track high-value payments, or review charges within certain price ranges.

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Additional Updates

• Added ability to filter payments by last 4 digits of card number

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A Fresh New Look 🎨

We’ve completely redesigned the Decoda Health Platform to make your daily workflows smoother and more intuitive. The new design features a modern color scheme, improved readability, and a more organized layout that helps you find what you need faster.

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Simplified Navigation 🧭

Finding your way around is now easier than ever. We’ve reorganized the platform into clear categories:

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Find Your Way Faster 🎯

The new search feature now includes breadcrumb navigation, making it simpler to understand where you are in the platform. We’ve also improved the profile menu to make managing your account and tenant information more straightforward.

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Profile Menu Simplified 🔍

We’ve repositioned the settings and usage pages. If you are a client with multiple tenants, you can now switch between them in the profile menu.

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Powerful Command Menu 🔍

Our new command menu is your command center for quick navigation and search. Just press ⌘K (Mac) or Ctrl+K (Windows) from anywhere in the platform to:

• Jump to any page or feature instantly
• Search through patient records quickly
• Get smart suggestions based on your recent activity
• Find specific content within the current page

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Important URL Changes ⚠️