Practice Management Blog

Release Notes: August 2023

Notable Changes

  • ๐Ÿ”ฅ

    New release! Setup resources: This feature allows you to set up your resource groups (e.g. Rooms) and the resource items (e.g. Room1, Room2 etc). This is in preparation for the upcoming release of resource management for appointments.

  • ๐Ÿ”ฅ

    New release! Telehealth Plus+ has been released in full and is out of beta. A setting to enable this has been added in the communication settings page. When this setting is enabled, you can decide whether to create a TelehealthPlus+ link for each appointment as needed to enjoy the benefits of multiple participants, backgrounds, chat, file sharing, and more.

  • ๐Ÿ”ฅ

    New: Bulk update client details: The bulk update page now allows you to update the clientโ€™s status, communication opt it, and add or remove classifications for clients in bulk.

  • ๐Ÿ”ฅ

    New: 2FA Authentication required to access Xero Export per Xeroโ€™s requirements.

  • ๐Ÿ”ฅ

    New: Clone communication templates

  • ๐Ÿ‘

    Improved: Updated the UI of the calendar view drop-downs and buttons

  • ๐Ÿ‘

    Improved: When making a payment via the pay link, emailing the receipt will go to the payee of the invoice rather than the client

  • ๐Ÿ‘

    Improved: Inquiry form added to the Data Import page

  • ๐Ÿ‘

    Improved: Updated the UI styling of the main side navigation menu

  • ๐Ÿ› ๏ธ

    Fixed: Automatic email reminder failed for an appointment when it had been moved

  • ๐Ÿ› ๏ธ

    Fixed: Issues with email formatting, generating online forms, and delays with sending

  • ๐Ÿ› ๏ธ

    Fixed: Log file incorrectly stated โ€œClient profile restored and scheduled deletion canceled.โ€ when the client was unarchived.

  • ๐Ÿ› ๏ธ

    Fixed: Incorrect date formatting returned in Medicare payment reports

  • ๐Ÿ› ๏ธ

    Fixed: Date filters not obeyed when exporting client files

  • ๐Ÿ› ๏ธ

    Fixed: Error text not visible when submitting online forms with validation errors

  • ๐Ÿ› ๏ธ

    Fixed: Data export failing

  • ๐Ÿ› ๏ธ

    Fixed: Unable to scroll the page when accessing TelehealthPlus+ as a client on a mobile device

  • ๐Ÿ› ๏ธ

    Fixed: Unable to type signature to forms on portal and in clinic app

  • ๐Ÿ› ๏ธ

    Fixed: Bulk Send tool not generating client list

  • ๐Ÿ› ๏ธ

    Fixed: Overpayment warning shown when saving appointment with Stripe payment

  • ๐Ÿ› ๏ธ

    Fixed: Error when saving Communication setup page

  • ๐Ÿ› ๏ธ

    Fixed: Errors and unable to save the edit invoice page for certain users with the permission โ€œEdit Appointment: Invoice Chargesโ€ enabled when โ€œAccess Client invoices and Paymentsโ€ not enabled

  • ๐Ÿ› ๏ธ

    Fixed: Internal error sending a test email from Communication Setup

  • ๐Ÿ› ๏ธ

    Fixed: Timeout failure when trying to export session packs

  • ๐Ÿ› ๏ธ

    Fixed: Personal appointments not copied to other calendars properly

  • ๐Ÿ› ๏ธ

    Fixed: Adding < to a multi line note content limits the field height

  • ๐Ÿ› ๏ธ

    Fixed: Service dropdown not focussed on the selected service when opened

  • ๐Ÿ› ๏ธ

    Fixed: Merge fields are not populated in the subject field for the auto email reminders

  • ๐Ÿ› ๏ธ

    Fixed: Location ID not shown on Medicare lodgement advice document for patient claims


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