1. Changes to updating email/phone permission and private-paying patient workflow
    1. Previously, we had the email displayed as "s*****@countable.ca" and did not allow patients to update their email. This was due to security concerns, as there is a risk of someone hijacking a patient's account by entering their info and changing their email to your own. (This is especially pertinent to the private-paying patient workflow, as it is relatively easy to look up someone's email and DOB, and change their email to yours.) However, there were usability concerns with this approach as patient legitimately need to change their email address if they've lost access to the one on record.
    2. We now allow users who are looking up their profile using PHN and DOB to change their email address.
    3. Users who are looking up their profile using email and DOB (i.e. private-paying patients) cannot update their email address.
    4. Phone numbers can always be updated.
    5. The email and phone fields are displayed as text, with an inline "Edit" button, to reduce visual load and the number of form fields (as they don't need to be updated most of the time).
    6. The link for private-paying patients has been moved to underneath the "Look Up" button to reduce the chances of accidentally clicking it and being confused.
    7. The wording for private-paying patients has been changed to "I have private insurance or will be paying privately" (previously "I will be paying privately").
    8. Added an option to include custom clinic policy text in appointment emails. This is customizable at the workflow (Specialization) level.

  2. Renamed the "Walk in" workflow to "First Available Walk In" and the "Telehealth" workflow to "Specific Doctor Walk In". This was previously causing confusion because "Telehealth", despite its name, could be configured for in-clinic appointments as well. The only difference between the two workflows is that one allows you to choose a specific doctor from a list, and the other allows you to book in the common walk-in doctor "pool" of available appointments (i.e. you might be able to get an earlier appointment).

  3. We now always use the Oscar "resources" field to specify the appointment medium (in-clinic, phone, or video) when creating new appointments. When reading appointments from Oscar, we check both the "location" and "resources" field, for backwards compatibility.

  4. (backend) Fixed bug where first name and last name validation for Oscar was case-sensitive. It is now case-insensitive.

  5. Fixed timezone bug when adding appointment time to calendar after successfully booking an appointment. It is now based on user's local timezone.

  6. Email confirmation includes a clinic policy (no-show, late cancellation) at the end of the email.
     
  7. Fixed some bugs in email reminder sending.