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Practice Management Blog

Release Notes: August 2022

Notable Changes

  • 🔥

    New: Added the capacity to apply for a dedicated SMS number for North American regions to align with new regulations

  • 🔥

    New: Added a setting on Form Templates to choose the default expiry period

  • 🔥

    New: Added a Job Title field and corresponding merge field for Practitioners

  • 👍

    Improved: Added more information to the Client Retention report subheading and a tooltip to explain how it works

  • 👍

    Improved: Updated the client profile label “Subscribe to Marketing Communication” to “Subscribe to Communication” to broaden the use case

  • 👍

    Improved: Updated the Internal Error message to provide more suitable information

  • 👍

    Improved: Updated the Medicare Service Type labels for practitioners to clarify their usage

  • 👍

    Improved: Removed a duplicate LSPN Number field that was showing for DVA claims

  • 👍

    Improved: Deactivating the Stripe Payment method once Stripe is disconnected from an account

  • 👍

    Improved: Added confirmation message when navigating away from the following pages with unsaved changes:

    • Client Profile → Contacts → Add New Contact → Create a New Profile
    • Client Profile → Contacts → Select Contact → Edit
    • Client Profile → Billing → Payments → New Payment
    • Client Profile → Billing → Billing Setup
    • Client Profile → Admin → Manage
    • Setup → Users → User Management
    • Setup → Client Portal
  • 🛠️

    Fixed: Widened the criteria for appointment reminders so that reminders 7-days out receive a reminder in the morning

  • 🛠️

    Fixed: Client Retention report logic was not obeying the expected criteria for client lifetime

  • 🛠️

    Fixed: Copying a “Choose Multiple Values” Form section and making changes to the copied section was being reflected in the original section

  • 🛠️

    Fixed: Internal error was generated when two different users were adding an invoice item to an appointment

  • 🛠️

    Fixed: Sessions Used for some sessions pack were not being calculated correctly

  • 🛠️

    Fixed: Error with saving changes to a user profile

  • 🛠️

    Fixed: Screen jittering when hovering over tooltips

  • 🛠️

    Fixed: Error generated when running the Sales Report in certain circumstances

  • 🛠️

    Fixed: Issue with sending Bulk Send campaigns

  • 🛠️

    Fixed: Some data was missing from the Payment Report for some Medicare/DVA claims

  • 🛠️

    Fixed: Appointment List print out was not including the last day when printing M-F or Week view

Medicare Integration Updates

We’re excited to announce that we have started switching customers over to the new Medicare infrastructure. Claiming appears to be going smoothly for those customers, and we will continue moving more customers across in the coming weeks.


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