Practice Management Blog

Release Notes: April 2024

Notable Changes

  • 🔥

    New: Manage client’s SMS subscribed status:

    • Notification when a client unsubscribes
    • Ability to resubscribe

  • 🔥

    New: Location types

    • Choose location type for each appointment (in person, telehealth video call, phone)
    • See video or phone icon on appointments booked into those locations with the corresponding type set

  • 🔥

    New: Invoice date dates

    • Set default invoice date date for account
    • Modify due date per invoice
    • View due date on printed invoice
    • Export due date to Xero

  • 👍

    Improved: Automations out of beta – allowing unlimited templates to be set up

  • 👍

    Improved: UI Updates:

    • Reduced size of appointment hover card
    • Updated booking panel styling
    • Updated right-click styling on appointment
    • Updated header search bar styling

  • 👍

    Improved: US only: Dedicated profile page for client’s superbills

  • 🛠️

    Fixed: “Page not found” response accessing tasks page

  • 🛠️

    Fixed: Saving a received SMS to permanent correspondence results in status changing to draft

  • 🛠️

    Fixed: Unsaved changes prompt when adding a note for a profile with no note history

  • 🛠️

    Fixed: Accessing Google calendar results in internal error

  • 🛠️

    Fixed: Stripe payment not successfully captured but marked as received

  • 🛠️

    Fixed: Viewing session notes on mobile showing formatting toolbar overlapping the note content

  • 🛠️

    Fixed: Issues logging in with 2FA enabled

  • 🛠️

    Fixed: SMS templates not loading in waitlist

  • 🛠️

    Fixed: Error printing/emailing a statement

  • 🛠️

    Fixed: Session pack count on invoice item doesn’t reflect cumulative amount used

  • 🛠️

    Fixed: Client unable to see or hear practitioner during TH+ call

  • 🛠️

    Fixed: Deleting all availability timeslots then adding a new one does not render time picker

  • 🛠️

    Fixed: Clients search page taking a long time to load

  • 🛠️

    Fixed: Marketing campaign issued to recipients multiple times

  • 🛠️

    Fixed: Issue scribbling note content using an Apple iPencil model 1

  • 🛠️

    Fixed: Appointment list in the client’s profile not loading for some clients

  • 🛠️

    Fixed: Printing/emailing documents causing an error

  • 🛠️

    Fixed: ‘Repeat Every’ setting in recurring appointments defaults back to a value of ‘1’

  • 🛠️

    Fixed: Clicking on the calendar column header doesn’t open practitioner/day view

  • 🛠️

    Fixed: Service name not showing for session pack invoice item and units not being counted towards the pack

  • 🛠️

    Fixed: Booking panel fixed save button panel loses shadow when scroll bar appears

  • 🛠️

    Fixed: Changing the session pack service on the edit invoice page not obeying pack pricing

  • 🛠️

    Fixed: Recurring an appointment with a session pack exceeds pack maximum units

  • 🛠️

    Fixed: Adding pack with subsequent session fixed at $0 is picking up the service price

  • 🛠️

    Fixed: Blank space below calendar increased and reduced calendar space

  • 🛠️

    Fixed: Calendar not retaining selected view in new session

  • 🛠️

    Fixed: View contact’s full profile button is not clickable and has greyed out text

  • 🛠️

    Fixed: Service date is not correctly recorded for NDIS Bulk update report for afternoon appointments

  • 🛠️

    Fixed: Session pack service item change does not hold

  • 🛠️

    Fixed: System hangs when trying to send SMS to waitlist clients


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