# V 1.0.1 April 2024 Release: Client-Specific OTP, Add Patient, Doctor Profile, and Customize Logo ## Features ### :family\_man\_girl\_girl: Add Patient from Admin Login * The new "Add Patient" feature empowers admin users to incorporate patients into the system seamlessly. * Admins can initiate the process from the platform's administrative interface, inputting essential details such as the patient's name, email, mobile number, and default clinic. * Once submitted, the system sends an email to the patient with the platform's URL and login credentials, allowing them to set up their profile. * This streamlined process ensures that patients can effortlessly join the platform, enabling them to access their profiles and utilize the platform's services efficiently.

### :man\_health\_worker:Doctor Profile * Clinics registered under Omniva's clients will now offer patients the ability to view comprehensive profiles of doctors. * These profiles include personal details such as name, gender, contact information, professional information like specialty, education, licenses (with display license numbers), and experience. Patients will also have access to patient reviews and ratings, insurance information, and an "About Doctor". * This enhancement enables patients to make informed decisions when selecting a healthcare provider for their appointments.

## Enhancements ### :cyclone:Client Customized Logo * This feature streamlines the onboarding process by customizing the company's name logo by default when clients join our platform. * Additionally, the logo's color will match the selected theme color. If a client uploads and later deletes the logo, their initial customized logo will reappear. Similarly, updating the theme color will automatically change the logo's color. * This feature impacts various sections, including the backend, email header, documents, front login, admin login, header, login header, and authentication.

# V 1.0.2 May 2024 Release: Free trial period, Amplitude Implementation, Facebook and Google ad tracking, Web - UI/UX Update ## Features ### Free Trial Period * Our Omniva platform offers a 14-day free trial to new clients. * The countdown begins on the first day of onboarding, and a banner will be displayed to the admin, reminding them of the number of days left. * Once the trial ends, clients must subscribe to a plan to continue using the system.

### Amplitude Integration * Amplitude is an event-based analytics tool that tracks user behaviour in real time by analyzing their interactions with our Omniva product. * Below are the key events tracked by Amplitude: 1. **Sign Up**: Records when a user creates a new account on the Omniva platform. 2. **Login:** Tracks user logins to the Omniva platform. 3. **Switch Profile:** Monitors instances where users switch between different profiles on the platform. 4. **Upgrade:** Records when a user clicks on the upgrade button. 5. **New form:** Captures the creation of a new form on the platform. Such as adding provider, add patients, creating E-form, and add appointment by admin. 6. **Form Submit:** Tracks when a user submits a form. 7. **Form Next:** Track when a user clicks on the next button in a form. 8. **Edit Appearance:** Track where users modify the appearance settings. 9. **Patient add Appointment:** Tracks when a patient adds an appointment. 10. **Patient Appointment Scheduled:** Tracks when a patient schedules an appointment. 11. **Provider Appointment Approve:** Tracks when a provider approve the appointment. 12. **Provider Appointment Decline:** Track when a provider declines an appointment. ### Facebook and Google ad tracking * This feature helps us track which ads users come from. * Users clicking on ads are now seamlessly redirected to "omnivatelehealth.com", where their Google and Facebook keys are stored in cookies. * These keys are then utilized for data extraction and dashboard creation. Optimize our ad strategy with ease! ## Enhancement ### UI/UX Update * This update is done for the consulting provider, referring provider and patient. * To enhance Omniva's UI/UX, we will update the typography, side menu, header, dashboard, forms, dropdown UI, tables, pop-ups, sidebar, and pagination. * These enhancements will improve the platform's usability, functionality, and visual appeal.

# V 1.0.4 May 2024 Release: Font Customization, Switch Profile ## Features ### Font Customization * Font customization refers to the ability to choose and modify the typeface (font family) and typographic elements used throughout the Omniva platform. Implementing font customization enhances visual appeal, readability, and brand consistency. * In the Appearance section of settings here the user updates their font and sees the preview of the font through the screen. * Added five more colors to the platform for enhanced customization options.

### Switch Profile * The "Switch Profile" feature allows users to switch between profiles: Admin, provider, and patient. * Super admin grants users permission to switch profiles. * **Role Management:** Super admins can view and edit users, assigning multiple roles like admin, provider, and patient. * **Profile Switching:** Users switch between roles via a dropdown menu on their profile icon. * **First-Time Setup:** Initial switches to provider or patient roles require completing a setup form, which can be resumed if partially filled.

# V 1.0.5 June 2024 Release: Registration Optimization, Admin - UI/UX Update , Break between Appointment, Bugs fix ## Feature ### :octagonal\_sign: Break Between Appointment * **Customizable Breaks:** "Add Break Slot" option to the appointment scheduling interface. * **Admin & Provider Control:** This lets providers and admins set customizable breaks between appointments, which patients won't see. * **Patient View:** Breaks are invisible to patients during booking an appointment. * **Existing Appointments:** Update existing availabilities with breaks without affecting pre-set schedules.

## Enhancement ### :registered:Registration Optimization 1. Patient * **Sign-Up:** Removed confirm password and preferred name fields; auto-detect country code; last name optional and the checkbox for agreeing to terms and conditions; redirects to relevant page when clicked. * **Patient Profile:** First name mandatory; other personal and address details non-mandatory; insurance details only required if provided. 2. Provider * **Sign-Up:** Removed confirm password and preferred name fields; auto-detect country code; last name optional and the checkbox for agreeing to terms and conditions; redirects to relevant page when clicked. * **After sign-up 1st Stepper Form:** Merged specialty and service selection into one step. * **2nd Stepper Form:** License details and acceptance insurance will be come. * **Provider Profile:** Easier editing with fewer mandatory fields. * **Admin Management:** Simplified fields for admins when adding or editing consulting and referring providers. * **Reduced Complexity:** Removed redundant fields and steps to make sign-up and profile management faster and more user-friendly. ### :unicorn: UX/UI * This update is done for the admin user. * To enhance Omniva's UI/UX, we will update the typography, side menu, header, dashboard, forms, dropdown UI, tables, pop-ups, sidebar, and pagination. * These enhancements will improve the platform's usability, functionality, and visual appeal. ## Bugs Fix * **Subject Line Format of Email:** Specific formats for Onboarding, Admin, Patient/Provider, and Clinic Admin/Support Staff login emails with OTP displayed. * **Consistent Design:** Updated OTP email templates to match Figma designs. * **Auto-Detect Country Code:** During sign-up, the country code is automatically fetched based on the user's location. * **Admin Calendar Improvement:** The admin dashboard calendar opens with the current time. * **Appointment Booking Fix:** Selected fields are now retained when the user clicks the "Back" button during the appointment booking process. # V 1.0.6 July 2024 Release: Feature control, Default customized clinic settings, Multiple Insurance ## Features ### :control\_knobs: Feature Control * **Overview:** The latest update introduces a new feature control functionality that allows Super Admins to enable or disable specific sections (mood, goal, diary, and articles) within the platform. * **User Interface Changes**: * **Patients**: The dashboard adjusts to show only enabled sections (Mood, Goal, Diary, Articles). * **Providers**: Patient list updates to show only enabled tabs. * **Admins**: The patient list reflects the toggled settings, showing or hiding sections accordingly.

### :hotsprings:Clinic Specific Settings * **Overview:** Existing features now include options to choose between default and customized settings when adding a new clinic, adjusting the appearance and editability of fields based on the selection. * **Adding Clinic:** During clinic creation, a radio button allows selection between "Default" and "Custom." * **Default:** By default, "Default" is selected, making fields non-editable and fetching theme color and logo from super admin settings. * **Custom Option:** If "Custom" is selected, all fields become editable with default values populated from super admin settings. Admins can choose to edit any or all fields, and unedited fields will retain super admin defaults. * **Appearance Settings:** Super admin and clinic admin can also select between "Default" and "Custom" options.

### :heavy\_multiplication\_x:Multiple Insurance * **Overview:** This feature allows admin to set up multiple insurance plans to cover services at different percentage amounts. It provides detailed management of insurance information and enhances the user experience for both service providers and patients. * **Service Management:** Admins can categorize services as "Paid" or "Covered," with the latter allowing detailed insurance coverage options. * **Appointment Payment:** Patients can select an insurance plan during booking, with real-time calculations of the payable amount based on coverage. * **Profile Editing of Patient:** Admins and patients can add and edit insurance details, including information for dependents. * **Profile Editing of Provider:** Provider can add and edit acceptance insurance details.

# V 1.0.7 July 2024 Release: Agora Video Call ## Enhancement ### :video\_camera: Agora in Web The latest update introduces several enhancements to the video call functionality for patients, providers, admins. * **Camera and Mic Control:** Users can turn their camera and mic on or off according to their preference. * **Screen Sharing:** Both patients and providers can share their screen, window, or tab. * **Chat and Invitations:** All users (patients, providers, admins, invited users) can chat with participants and invite others to the call. * **View Appointment Information:** Patients and providers can access detailed information about each other during the call via a "View Patient Information" or "View Provider Information" button. * **Patient Notes:** Providers can write notes for the patient, including prescriptions, lab requisitions, and imaging examinations. * **Change Layout:** Users can change the layout of the screen during the call using a new layout icon, allowing for customized viewing preferences.

# V 1.0.8 July 2024 Release: Chat Implementation, Agora in Mobile, Crop image, Side menu of admin, Optimization in provider, patient, family and Estlint ## Feature ### :pencil: Chat Implementation This feature introduces a new chat functionality for appointments, allowing patients, providers, and admins to communicate efficiently. The chat feature supports various media types, message timestamps, and profile visibility. #### Key Feature 1. **Comprehensive Chat Access:** * **Before Appointment:** Patients and providers can chat and share media (images, documents, PDFs, and links) up to 48 hours before the scheduled time. * **During Appointment:** Chat remains available throughout the appointment, allowing real-time communication. * **After Appointment:** Communication continues after the appointment is completed. 2. **Read-Only Mode:** If an appointment is cancelled, the chat becomes read-only. Users can view past messages but cannot send new ones or attachments. 3. **Notifications:** Real-time alerts for new text messages, images, documents, and links include direct access to the chat.

### :white\_square\_button: Crop Image This update adds a new image cropping feature, enabling users to easily adjust and crop images directly within the platform. **Key Features:** 1. Users can crop images to desired dimensions using an intuitive cropping interface. 2. Drag and resize the crop area to select the portion of the image to be retained. 3. Preview the cropped image before finalizing to ensure it meets requirements.

## Enhancement ### :video\_camera: Agora in Mobile The latest update introduces several enhancements to the video call functionality for patients, providers 1. **Camera and Mic Control:** Users can turn their camera and mic on or off according to their preference. 2. **Screen Sharing:** Both patients and providers can share their screen, window, or tab. 3. **Chat and Invitations:** All users (patients, providers, admins, and invited users) can chat with participants and invite others to the call. 4. **View Appointment Information:** Patients and providers can access detailed information about each other during the call via a "View Patient Information" or "View Provider Information" button. 5. **Patient Notes:** Providers can write notes for the patient, including prescriptions, lab requisitions, and imaging examinations. 6. **Change Layout:** Users can change the screen's layout during the call using a new layout icon, allowing for customized viewing preferences. ### :file\_cabinet: Side Menu of Admin The side menu for Admin users has been restructured to streamline access to key administrative features and settings. This update improves navigation and efficiency across the admin interface. **Key Changes:** 1. **Reorganized Menu Sections:** * **Dashboard:** Central hub for overview and insights. * **Appointments:** Manage and view appointment schedules. * **Referrals:** Handle patient referrals and track status. * **Eforms:** Access and manage electronic forms. 2. **User Management:** * **Users:** View and manage users, including Providers, Patients, and Family members. 3. **Resources:** * **Articles:** Access and manage resource articles. 4. **Reporting and Analytics:** * **Reports:** Generate and view various reports. * **Analytics:** Access analytics and performance metrics. 5. **Transaction and Feedback:** * **Transactions:** Monitor financial transactions. * **Feedback:** Review and manage user feedback. 6. **User Activity and Configuration:** * **User Activity:** Track user activities and interactions. * **Configuration:** Manage services, clinics, templates, feature controls, customized documents, appearances, and master settings. 7. **Platform Configuration:** * **Email, Payment, Meeting, Preference, Settings, Permissions:** Comprehensive settings for platform configuration on a single page with multiple sections. 8. **Additional Sections:** * **FAQ’s:** Access frequently asked questions. * **Pages:** Manage and configure site pages.

### :mage: Optimization in Provider, Patient and Family Member It includes significant API optimizations, improving performance and efficiency for patient, provider, and family interactions, and improving overall system response times. **Benefits:** 1. **Enhanced User Experience:** Faster API responses improve the overall experience for patients, providers, and family members. 2. **Efficient Data Handling:** Enhanced API performance ensures quicker and more efficient data processing and retrieval. # V 1.0.9 August 2024 Release: Wallet Implementation, Invite in the Appointment, Patient Notes, Appointment V2 ## Feature ### :moneybag: Wallet Implementation #### **Overview** 1. Omniva's Wallet functionality simplifies appointment payments by integrating a digital wallet into the platform. 2. This feature facilitates quick, secure transactions and provides a clear view of transaction history. #### **Key Feature** 1. **Patient Experience:** * During appointment booking, patients see a detailed breakdown of costs, including appointment charges, taxes, and insurance discounts. * Patients can view their wallet balance through Stripe. * The system manages cancellation scenarios, automatically deducting or refunding fees based on the timing and reason for cancellation. 2. **Admin Experience:** * Admins can book appointments on behalf of patients and view wallet balances. * The system tracks transaction history, including payment methods and statuses, ensuring transparent financial management.

### :notebook\_with\_decorative\_cover: Patient Notes #### **Overview** 1. The Prescription screen replaces the Notes screen during video calls, providing a comprehensive view for managing patient care. 2. It includes fields for Diagnosis, Call Notes, Doctor Notes, lab and radiology tests, and detailed prescription information, such as medication type, doses, instructions, and actions. 3. After the call, physicians can send follow-up links and attach documents.

### :man\_office\_worker: Invite User's #### **Overview** 1. Participants can invite guests or existing users to a video call via email. The process is streamlined for both providers and patients, with visibility and options appearing after appointment approval. **Impact** 1. Simplifies the invitation process, improving flexibility and user experience. 2. Ensures clear management of invitations and participant access. 3. Enhances meeting efficiency with functionalities for invited and guest users.

## Enhancement ### :hospital: Appointment #### **Overview** It enhances the referral and appointment process: * The system validates if the referral toggle is enabled, checks for duplicates, and ensures referral limits aren’t exceeded. Provider-created referrals are auto-approved, while patient-created ones go to pending, with notes and notifications sent to the provider. * **Appointment Creation** involves validating required pharmacy details, linking appointments to referrals, and generating pending orders and transactions. If the auto-approve toggle is enabled, the appointment is approved automatically; otherwise, it remains pending. * **Appointment Management** includes updating users on status changes, handling slots and transactions, and generating PDF summaries. # V 1.0.10 August 2024 Release: Currency Support Feature ### :money\_with\_wings: **Currency Support** #### **Overview** 1. This feature allows the platform admin to select a primary currency for the entire platform (INR, USD, or CAD). #### **Key Feature** 1. **Admin Currency Control**: Admins can select the platform’s primary currency (INR, USD, or CAD) during the initial setup. 2. **Global Currency Application**: Once the currency is set, it applies universally across all platform transactions, including provider fees, appointment charges, wallet balances, and reports. 3. **One-Time Setup**: The currency can only be selected once during the setup and cannot be changed later. 4. **Default Currency**: The default currency is set to USD, which can be changed by the admin during the initial setup.

# V 1.0.11 Sep 2024 Release: Different Price Different slot, Color Picker, SR Fax, E-form modification, Expiry Date, ## Feature ### :money\_with\_wings: Different Price Different Slot #### **Overview** 1. This feature allows the admin to choose the slot and base price setup for each specialization. #### **Key Feature** 1. **Configuration Options**: Admins can choose between a base price per hour for each specialization or allow providers to set custom prices for different time slots (e.g., 15, 30, 45 minutes, 1 hour). 2. **Base Price Setup**: If the base price is selected, providers set their fees based on the hourly rate, and patients see a price calculation based on the provider's hourly rate. 3. **Slot-Based Price Setup**: For slot-based pricing, providers can set different fees for various time slots. Patients see the price based on the slot duration chosen during booking. 4. **Price Calculation**: The system calculates prices by dividing the hourly rate by 60 and multiplying by the number of minutes in the slot, ensuring accurate and transparent pricing.

### :fax: SR Fax #### **Overview** 1. This feature allows the admin and provider to fax patient notes such as prescriptions, radiology reports, lab reports and patient notes. #### Key Feature 1. **Easy to Use**: Send faxes directly from the system without extra tools. 2. **Improves Communication**: Quickly share documents with other healthcare providers. 3. **Simple Interface**: Just select the document, enter the fax number, and send.

### :flag\_co: Color Picker #### **Overview** 1. We have introduced a new Color Picker feature in the admin panel to enhance customization options. #### Key Feature 1. **Appearance Customization**: Admins can now choose and apply any colour from the Appearance section. 2. **Easy to Use**: Simply select your preferred colour to customize the look and feel of the platform.

## Enhancement ### E-form Modification 1. Admin users can now add images to questions when creating or editing E-forms. This allows for more detailed and visually supportive questions within the forms. ### Export Patient 1. Admins can now export patient data directly from the patient list. This feature makes it easier to manage patient information and perform bulk operations outside the system. ### Expiry Date 1. Admins can now set expiry dates for clinics and client accounts to ensure timely updates and renewals. # V 1.0.12 Sep 2024 Release: Case Management, Package, and Follow-up ## Feature ### :briefcase: Case Management #### **Overview** This update brings improved case management and appointment booking features, aimed at enhancing user experience and optimizing workflows. Users can now efficiently manage cases, appointments, and related details, with improved navigation and auto-filled data, ensuring a more seamless healthcare management process. #### **Key Feature** * **Case Management:** Patients and providers can now easily view and manage cases with detailed appointment histories. Appointment details are auto-filled, and users can filter by provider, patient, or specialization. * **Appointment Booking Enhancements:** Users can choose to book an appointment under an existing case or create a new one, with key details auto-populated. Rebooking or follow-up appointments are also supported within the same case. * **Search**: Scroll through cases and appointments, users can search by case ID, provider, or patient for quick access. * **Appointment Notes and Documents:** Patients and providers can quickly access appointment summaries, notes, prescriptions, and other medical records, keeping everyone up to date.

### :package: Package #### **Overview** The Package System lets patients purchase a set of appointments at a bundled price, making it easier and more affordable to access care. Admins can manage these packages, while patients can track and use their appointments #### Key Feature * **Admin Package Management:** Admins can create and manage packages, including defining services, total appointments, validity periods, and pricing (listed and discounted). Packages can be assigned to specific clinics, and admins can search, filter, and edit package details as needed. * **Provider Recommendation:** The provider can recommend a package while completing patient notes. The provider can select from the predefined package based on the patient's needs. Notifications are sent to both the patient and admin once a package is recommended. * **Patient Portal Package Management:** Patients can view details of their current package including total, completed, missed and remaining appointments. They can also see recommended packages from providers or admins and search for other available packages. Patients can purchase multiple packages and view transaction history with a downloadable PDF. * **Appointment Booking with Package Credits:** Patients can use package credits to book appointments. During booking, they can choose between using their package or insurance. If a package is selected, the system shows available credits, credits used for the appointment, and the remaining credits.

## Enhancement ### Follow Up * Patients can now book follow-up appointments easily, either through physician recommendations or from their profile dashboard. * Follow-up appointments are displayed as cards on the patient's dashboard with details like provider name, case number, and a "Book Now" button.

# V 1.1.0 Oct 2024 Release: Onboarding guidelines, Availability, Razorpay and Bugs ## Feature ### :rocket: Onboarding Guidelines #### **Overview** The onboarding process simplifies platform setup, guiding users through essential steps like customizing appearance, setting up clinics, adding services, and connecting providers. With user-friendly navigation and instructional videos, the onboarding experience ensures quick and efficient platform configuration. #### **Key Feature** * **Appearance Customization** – Set logo and theme colors. * **Clinic Setup** – Input clinic details and add locations. * **Service Management** – Add services, fees, and assign them to clinics. * **Provider Setup** – Add and manage healthcare providers. * **Appointment Booking** – Seamless appointment booking via patient profile. * **Domain Connection** – Link custom domain for a branded experience. * **Code Snippets** – Easily integrate booking, login, and sign-up features into your website.

### :record\_button: Razorpay #### **Overview** Razorpay is now available as a new payment option, making transactions easier and more secure for both administrators and patients. #### Key Feature * **Easy Setup for Admins**: Admins can now go to Platform Settings and enable Razorpay under “Payment Options.” * **Smooth Payments for Patients**: Patients will see Razorpay as a payment choice when booking appointments, providing a convenient, fast way to pay.

### :date: Availability #### **Overview** We’ve simplified the setup process for appointment availability, making it more intuitive and flexible for providers to manage their schedules. #### Key Features * **Quick Access & Time Zone Selection**: Providers can log in to their account, navigate to "Availability" from the dashboard, and select their time zone, with a default setting based on their onboarding location. Default availability is Monday–Saturday, 8:00 AM to 8:00 PM. * **Flexible Slot & Break Durations**: Providers can set their preferred appointment slot length and customize break durations using simple input controls. * **Daily Availability Control**: * Toggle availability for specific days and choose between online, in-person, or both options. * Set time slots by entering start and end times, with the option to add or delete slots. * Copy slots to multiple days at once, like Monday–Friday, for easy setup. * **Date Overrides**: Providers can add special dates (e.g., holidays) to adjust their availability with just a few clicks, including editing or deleting specific dates as needed.

## :bug: Bugs * We’ve addressed various bugs to enhance platform performance and ensure a smoother user experience across the scheduling and availability features. # V 1.2.0 Oct 2024 Release: Multiple Clinic Support to Provider User ## Feature ### :rocket: Multiple Clinic Support to Provider Users #### **Overview** The onboarding process simplifies platform setup, guiding users through essential steps like customizing appearance, setting up clinics, adding services, and connecting providers. With user-friendly navigation and instructional videos, the onboarding experience ensures quick and efficient platform configuration. #### **Key Feature** * **Appearance Customization** – Set logo and theme colors. * **Clinic Setup** – Input clinic details and add locations. * **Service Management** – Add services, fees, and assign them to clinics. * **Provider Setup** – Add and manage healthcare providers. * **Appointment Booking** – Seamless appointment booking via patient profile. * **Domain Connection** – Link custom domain for a branded experience. * **Code Snippets** – Easily integrate booking, login, and sign-up features into your website.

### :bug: Bugs * We’ve addressed various bugs to enhance platform performance and ensure a smoother user experience across the scheduling and availability features.