Practice Management Blog

Release Notes: December 2023

Notable Changes

  • ๐Ÿ”ฅ

    New: Option to clone availability to one or many practitioners

  • ๐Ÿ”ฅ

    New: Setup wizard for new trials

  • ๐Ÿ‘

    Improved: Messaging panel color updates

  • ๐Ÿ‘

    Improved: Added client number, type and status to Client Classification report

  • ๐Ÿ› ๏ธ

    Fixed: Duplicate of non-standard SMS reply sent to practitioner

  • ๐Ÿ› ๏ธ

    Fixed: Internal Error accessing notes and forms

  • ๐Ÿ› ๏ธ

    Fixed: Selected recipient is not used when emailing forms or notes and are sent to the client

  • ๐Ÿ› ๏ธ

    Fixed: Google calendar sync regularly disconnecting

  • ๐Ÿ› ๏ธ

    Fixed: Undetermined shown as an option on the appointment status

  • ๐Ÿ› ๏ธ

    Fixed: Marketing Log Report shows all bulk sends as โ€˜failedโ€™, even if successfully sent

  • ๐Ÿ› ๏ธ

    Fixed: Portal emails to calendar contact using wrong from address

  • ๐Ÿ› ๏ธ

    Fixed: Last Bulk Send field not populating in communication template list

  • ๐Ÿ› ๏ธ

    Fixed: Payable By column is blank in the Invoices and Payments Report for third party payees with no first or last name

  • ๐Ÿ› ๏ธ

    Fixed: Some emails failing with โ€œObject reference not set to an instance of an objectโ€ response

  • ๐Ÿ› ๏ธ

    Fixed: Appointment Log is recording the wrong time stamp for emails sent


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