Howdy,

On Tuesday, August 19 at 8:00 AM ET, we’ll be releasing several new features and enhancements to the platform. The maintenance window is expected to last about one hour, finalizing at around 9:00 AM ET. During this time, you may experience brief service interruptions as we apply important security and performance updates. Here are some of the highlights:

👷 New UAT Environment

To help partners test potentially disruptive changes before they go live, we’re introducing a new staging/User Acceptance Testing (UAT) environment, separate from the production environment.

• This UAT environment will receive release candidates at least two weeks prior to production releases, giving you time to test compatibility and performance.
• We’ve migrated partner and admin accounts to make access easier. However, no offerings or intake forms were migrated to prevent data syncing issues.
• Our existing sandbox environment remains active and is still the primary environment for new partner integration and development.
• The UAT environment is meant for stress testing and compatibility validation, not ongoing development.
• You can access the new environment today at:
  • API URL: https://api.mdintegrations.xyz
  • Partner Admin Panel: https://mdintegrations.xyz -Please use the "Forgot Password" option to reset access for your migrated account.

⭐️ Updated Partner Onboarding Process

We’re rolling out an improved onboarding process. The new process includes a lot of new tools and content to help partners integrate with us. While it won’t affect existing partners, it includes a few new features you may find useful such as a way to indicate pharmacies you partnered with and a centralized offerings library with pre-approved treatments that can be imported directly into your account.

⚙️ Automations

Introducing Automations – a no-code workflow builder to help streamline operations. Choose from multiple triggers and create step-by-step logic flows.
We will start with an automated NPS campaign submission, but our goal is within the next few releases, support a variety of use cases such as:
- Automating patient communication (including AI chatbot messaging)
- Automated follow-up visits flows
- Custom pharmacy order integrations
- Triage and escalation of inbound messages
Stay tuned as we’ll be expanding this tool with additional triggers and steps over time.

📊 NPS Campaigns

You can now create custom NPS (Net Promoter Score) campaigns to gather feedback from patients about their experience with their provider or treatment.

🔧 Other Tweaks & Improvements

[Clinicians App]

• Added a walkthrough video
• App settings are now sync across devices and are saved to your account
• Improved AI algorithms
• AI reply suggestions will now offer up to 4 variations
• New Smart View for questionnaires
• Messaging a patient with multiple open encounters will now ask you which encounter should be moved to waiting
• New contextual onboarding tour
• Deep-links persist after login
• Clinicians can opt out of certain offering assignments
• Updates to the assignment/reassignment algorithm
• Doctors now receive treatment opportunity suggestions when approving encounters (Care Pair)
• Various bug fixes and performance improvements

[Patients]

• A blank loading screen will now be displayed as partner theming options are being loaded (previously the default theme would flash for a second)
• UI consistency enhancements
• Integrated NPS collection workflow
• Improvements to the Stripe checkout experience
• Fixed session issues with account switching
• Pregnancy question shown only for patients over 8 years old
• Tracking of abandonment for custom questions
• Various other fixes and improvements

[Web Platform]

• Redesigned onboarding flow
• New sections for Automations and NPS Campaigns
• Restructured pages for better navigation
• Option to exclude or prioritize clinicians for specific offerings
• Image and Store URL can now be added to offerings for better customization
• Other fixes and optimizations

[API]

• New email notifications for flagged/pinned encounters
• Automatic refunds for expired, unused vouchers
• Enhanced AI and lab result parsing
• New email alerts for pending uploads (e.g., driver’s license, AV)
• UAT environment support
• Performance and reliability improvements
• WooCommerce integration enhancements
• Additional bug fixes

Let us know if you have any questions or run into issues with the updates.

Thanks,
The MDI Team