Release Notes

The latest news about apps + features that will unlock your finance superpowers!

Heads Up! Some features must be enabled by your Provider Success Associate. If your view doesn't quite align with what you see below, make sure to reach out to them to get the most out of HFD!

September 2021:

Simple Next Steps In The Easy Application: We’ve simplified the ‘Next Steps’ guide after filling out the Easy Application by removing the Activation instructions. Activation workflows will vary and we want to focus on what’s most important, a seamless transition of the application process to the patient.

 

Custom Service Cost Minimums In The Easy Application: When selecting a service and entering a custom service cost in the Easy Application, you now have the ability to set the service cost below the default as long as it doesn’t go below the minimum set for that service.

 

Require A Patient ID In The Easy Application: If associating your own internal patient ID is crucial to your workflow, don’t worry, you can now make entering a patient ID during the Easy Application process a requirement.

 

Expanded Service Details In The Easy Application: Don’t worry about trying to remember the down payment associated with the service you are looking for. We’ve got you covered. You now have the ability to view the minimum down payment before selecting a service when filling out the Easy Application.

 

August 2021:

Easy Application Gif

Easy Apply Completion Prompt: After successfully submitting the first part of the Easy Application

process, knowing what to do next and guiding your patient has never been easier.

 

Increased Timeout Period: You’ve got time! We’ve doubled the inactivity timeout function in our provider portal from 5 minutes to 10 minutes. This will give you more time to manage in-office tasks without feeling rushed. Also, you don’t have to worry about any reformatting or page changes after you dismiss a timeout alert anymore. Everything will be just where you left it!

 

Same Day Service Date: Providing services to your patient the same day they apply? You now have the ability to select the same day as the service date in Easy Apply.

March 2021:

HFD has made significant investments in improving the monetization experience. Monetization, which we qualify as the ability for a provider to easily sell their payment plans to an investor at a discounted price for quick access to cash, has been the most requested offering by providers. Our teams were hard at work improving this experience by strengthening our underwriting and payment method collection features. See below for a bit more detail.

  • Improved Underwriting Visibility: HFD stores many new data properties from our underwriting partners so that providers can have heightened visibility on which patients are being approved and which are being denied. Our goal is to see better patient conversion rates each month as we work together to analyze the new data provided.

  • Ability to Require Secondary Payment Method: We now offer the ability to require a secondary payment method during origination of the patient payment plan. It’s a perfect feature for providers aiming to mitigate risk. 

  • Custom Underwriting Per Provider: Our partnership with Enova Decisions empowers providers to get specific with their underwriting requirements. Each practice is different, so why should underwriting be the same? Talk to your Provider Success Associate to get the hook up.

January 2021: 

  • Multiple Services In Easy App Flow: Multiple Services Are Here! If you need to combine two different services into one payment plan, you can easily do so in the Easy App flow. Schedule a training with your PSA to get the most out of this sought-after feature. 
  • Doctor Identification In Easy App Flow: If you would like to track the doctor that facilitated treatment on a per payment plan basis, you can do so by entering the doctor's name on the Easy App. 

December 2020

  • Improved Verbiage On Easy App Flow: We've heard that treatment coordinators may be getting confused during the easy app flow. We've updated the text to be in alignment with it's function in hopes to increase clarity. 
  • General Bug Fixes: We've launched various new products throughout the year. We tend to clean up as we learn from our customers. Consider the 🐞 smushed. 

November 2020

  • Custom Service Costs For Waterfall Apply: For customers that utilize a waterfall workflow with a primary lender, you can now ad a custom service cost! 
  • Brand New Datacenter: Most of the time, IT doesn't get the credit it deserves. For months, our teams have worked tirelessly to migrate all products to a much-improved data center! With this comes massive upgrades to security, reliability, and scalability. PCI and HIPPA are our top priority. 
  • General Bug Fixes: We've launch various new products throughout the year. We tend to clean up as we learn from our customers. Consider the 🐞 smushed. 

October 2020

  •  Custom Down Payments via API: For customers who utilize our API for originating payment plans, you can now override service down payment amounts with a custom down payment amount. 
  • Custom Down Payments via Easy App: The Easy App just got easier! Empower your treatment coordinators to set custom down payment amounts before handing the application off to the patient. 
  • Wallet In The Provider Portal: Manage patient payment methods in your provider portal using our new wallet product. 
  • Improved Search In Provider Portal: It is now much easier to find patient payment plans in the provider portal. Check it out! 
  • Customer Application ID Visible On Emails: We've added the Application ID on any emails sent during origination, making it easier to find when necessary. 

August & September 2020

  • Edit Patient Payment Plans: This tool allows providers to be able to update patient payment information through the provider portal in just a few clicks! 
  • New Downpayment Feature: Now providers can collect their patient’s downpayment at the point of origination through your portal.
  • Automatically Activate When Down Payment Is Processed: Now that we allow a down payment, we can better streamline the origination process by automatically activating the payment plan.

June & July 2020

  • Payment History: We’ve revamped the performance and features of our payment history page for our internal customer care portal. Now when patients call into our service teams they will have a quick and seamless experience.
  • Reliability and Performance: You asked, and we listened! We’ve improved the performance and reliability of the myHFD patient portal.
  • General Bug Fixes: In this release, we had a few general bug fixes that helped improve the overall user experience and system integrity.
  • Secret Features and Exciting New Products: We are working tirelessly behind the scenes to add new features and develop exciting new product offerings for our providers in 2021. Stay tuned!

May 2020

  • Deferred Payment Adjustment: All patients who have deferred a payment due to COVID-19 financial hardships will have an adjustment in their account explaining that their next payment date has been deferred. 
  • Performance Horsepower: We’ve improved the speed and performance of our provider portal. 🏇
  • Application Refund Notification: The patient event timeline now features refunds in the refund history of the provider portal.
  • Patient Application Bug Fix: We quickly squashed a bug that was causing an oops error when providers attempted to submit a patient application. 🐛
  • New Service Bug Fix: Bug fix that caused an error when providers attempted to add a new service in the Provider Portal.

April 2020

  • Frictionless Patient Experience: We made a few minor bug fixes and user experience improvements. 
  • HFD Wallet Bug Fix: We squashed a bug that was causing payments to fail for patients trying to make a payment in the customer portal using the new wallet feature. 🐜
  • Patient Applications Made Easy: We took a hard look at the EasyApp process and Marie Kondo’d it to simplify provider workflows. We reconfigured and redesigned everything from the application to the confirmation emails. 🧼
  • Custom Service Cost: Not all payment plans are created equal. You can now enter in a custom service cost when submitting an application for your patient.
  • E-sign Bug Fix: Fixed bug that was causing an error page to occur when patients clicked the E-Sign link from their email.

March 2020

  • Payment Convenience is Here: Patients can now save various payment methods to their portal. They can add or update payment methods and choose whatever payment method they want each month.
  • COVID-19 Announcement: We don’t like long phone wait times, and we know our patients don’t either. With the presence of COVID-19 we had a higher than usual call volume. In an effort to help our customers skip the long line, we added a note to our portal telling them all of the ways they can service their own account in the portal without the help of a care team member. 💞
  • Easier Account Creation for All Customers: This new feature allows Smile Direct Club to send a unique link to customers that will allow them to create an HFD account without having to remember their Application ID.
  • Multiple Settlement Account Functionality: Allows the HFD system to assign unique bank settlement accounts on a per provider basis.
  • Multiple Credit and Debit Cards: Today’s patients want options. Patients can now save more than one payment method in their portal to store as a backup payment method. 💳
  • Peak Portal Performance: Efficiency and ease of use are the name of the game. Our development team put a lot of work in optimizations that will improve the overall efficiency and effectiveness of the provider platform.