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Long Term (4 – 6 months)


  • Live Chat Customer Support (Labs and Lab Customers)
  • User Defined Custom Dashboards

Near Term (1 – 3 months)


  • Sales Management Module
  • Case Designer on Doctor Portal
  • My To-do Calendar (Agenda, Week, Month View)
  • Public API for Order Info Retrieval and Account Info Retrieval
  • My Contacts and Activity Tracking
  • Manager Dashboard with Product Change and Account Call Requests

Version 1.0   Current Release!


  • Default Account Statement Override
  • Default Invoice Override
  • Multi-facility Scheduling
  • Case Production Activity Editing
  • Doctor Import To Change Billing Account
  • Order Entry Wizard On Doctor Portal

Version .75   


  • Salesperson Module w/Account Tracking
  • Real-time Lab Production Dashboard Activity Due Out Today
  • Driver Alerts Via Text/Email on Pickup Request
  • Enhanced Data Import/Re-Import Account and Product Updates

Version .70    


  • Alert Distribution Lists for Email or Text Message
  • Automatic Alerts on File Upload or New Order From Portal
  • Add Materials and Lot Number To Order
  • Lot Number Search
  • Profit Analysis
  • QC Analysis
  • Technician Interface – QC Module with Reasons and Rating
  • Technician Interface – Batch Add Materials and Lot Numbers To Order
  • Account Portal – Configure Email and SMS Alert Recipients
  • End-user Report Designer
  • Doctor Work Instructions by Product and Activity

Version .65


  • Account Special Pricing
  • Doctor Special Pricing
  • Email Fee Schedule
  • Email Statement
  • Email Invoice
  • Dashboard Account Filtering
  • Recent Account Notes Dashboard Widget
  • Account Portal

 Version .60


  • Quick Add Pickup Request
  • Pickup Reporting
  • Quick Add Account Note
  • Quality Manual with content from SafeLink
  • Production Calendar with Unit Count and Order List
  • Delivery Routes and Account Routes
  • Account Settings For Taxes
  • Real-time Order Messaging

 Version .55


  • Work Ticket
  • Invoice w/ Custom Logo and Footer Message
  • Quality Module with content from SafeLink™
  • Order Scheduling
  • Activity Capacity
  • Production Activity Standard Cost
  • Production Activity Benchmarking
  • Late Order Dashboard Widget
  • Workflow Re-routing
  • Real Time Files Added To Portal Dashboard Widget
  • Real Time Orders Entered Dashboard Widget

 Version .50


  • Workflow Designer
  • Standard Operating Procedures
  • Work Instructions
  • Taxes By Delivery Address
  • Multiple Business Units/Business Group
  • AR Payments and Adjustments
  • AR Transactions on Account
  • Multiple Account Phone Numbers
  • Multiple Account Address (w/ Address Types)
  • Open/Late Order Visualization (Heat Map)
  • Invoices Today Dashboard Widget
  • Units In Dashboard Widget

 

Version .40


  • Email User Registration
  • Email Doctor/Account Registration
  • Email Password Reset
  • Security protocols OpenID Connect and OAuth2
  • Account and Doctor modules
  • Product module
  • Product Settings
  • Multiple Price Lists
  • Product Tax Settings
  • File Attachment Storage/Transfer
  • Historical Order Count Dashboard Widget
  • Active Account Dashboard Widget

Got a question about the Product Road Map? Submit it here.

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