Practice Management Blog

Release Notes: April 2023

Notable Changes

  • 🔥

    New: Beta release of Telehealth Plus+ that allows calls with multiple participants

  • 🔥

    New: Select a Default Service for Group Appointments

  • 🔥

    New: Create custom tags for the waitlist

  • 🔥

    New: New filtering options on the waitlist

    • Filter by tags
    • Filter by available Day and Time
  • 🔥

    New: Editable Waiting Since Date added to the waitlist

  • 🔥

    New: Select/unselect all participants checkbox added to the waitlist grid

  • 🔥

    New: Count of total clients on the waitlist grid

  • 🔥

    New: Record the client’s time zone on their profile

  • 🔥

    New: Option to send dates and times in communications in the client’s local time zone

  • 🔥

    New: Linked profile field to capture client’s time zone on forms

  • 👍

    Improved: Update the Image Upload tool on the Create and Edit Calendar page

  • 👍

    Improved: Update the Image Upload tool on the Practice Manual branding page

  • 👍

    Improved: Update the Image Upload tool on the Client Portal branding page

  • 👍

    Improved: Updated look when adding a new client to the waitlist

    • New options to add date or birth and address
  • 👍

    Improved: Increased capacity for larger files to be uploaded for import

  • 👍

    Improved: New look and steps for sending an SMS from the waitlist

  • 👍

    Improved: Updated Telehealth to improve connectivity

  • 🛠️

    Fixed: Duplicate invoice numbers could be created, causing an error in accessing the invoice

  • 🛠️

    Fixed: Client search not appearing on some pages

  • 🛠️

    Fixed: Payments auto-allocated for Medicare claims using the date generated as the date received instead of the payment run date

  • 🛠️

    Fixed: Issues using appointment panel functionality on Safari browsers

  • 🛠️

    Fixed: Open Link option in templates is not preserved when creating communications

  • 🛠️

    Fixed: Error entering a street address on forms

  • 🛠️

    Fixed: Unable to access Mailchimp page when Mailchimp account is inactive or is not on a sufficient plan

  • 🛠️

    Fixed: New client registration notifications not sent to client or calendar contact

  • 🛠️

    Fixed: Incorrect payment amount calculated on appointment panel when an invoice item quantity has 3 decimals

  • 🛠️

    Fixed: Some SMS reminders are not generated in the morning batch for accounts in the UTC+8 time zone

  • 🛠️

    Fixed: Error accessing note templates page

  • 🛠️

    Fixed: Unable to save a client’s mobile number when the account doesn’t have a dedicated number

  • 🛠️

    Fixed: Unable to scroll down the template list when sending an SMS from the panel on a mobile device

  • 🛠️

    Fixed: Payment method pre-select in some cases on appointment panel causing an error when saving

  • 🛠️

    Fixed: Telehealth Plus+: Client cannot join after practitioner connects call if waiting before practitioner joins

  • 🛠️

    Fixed: Telehealth Plus+: Start call button unresponsive on Safari browser


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