Notable Changes
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New: Automations – choose between three different automation types:
- Invoicing (unpaid invoice) – Based on invoices that do not have a full payment applied. Actions will be addressed to the payee of the invoice.
- Post-appointment – Based on appointments that have occurred in the past.
- Client Recall – Based on the client’s last appointment when they have no future appointments booked.
- Set the conditions that must be met for the automation to be triggered.
- Choose one or more actions to happen when the automation is triggered: SMS, Email or Task.
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New: NDIS Bulk Upload report [AUS only]
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New: Apply formatting to the text in the note multiple-lines field and form information field
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New: Data Export option added for client diagnoses
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Improved: Show a record of emailed notes, forms, files, and invoices sent to contacts in the client’s profile
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Improved: Remove the “logo not found” error when printing note/form in an account with no logo uploaded
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Improved: Give feedback back completing note/form on uncompleted required fields
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Improved: Option to make the annotate a chart field mandatory for forms/notes
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Improved: New look for 2FA input page on login
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Improved: New look for password reset page on login
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Improved: New look for new user registration page
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Improved: Removed client specific options from group appointment right-click menu
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Improved: Updates reports terminology to use practitioner in place of calendar
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Improved: Show attachment name for sent emails
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Improved: Toggle to view availability that have ended
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Improved: Use the business email address as the “from” address when emailing a letter as an attachment when no template is selected
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Improved: Location place of service added to locations [US accounts only]
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Improved: Separated template lists by template type under the relevant header (e.g. SMS/letter/email)
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Improved: Relabelled client setting “Subscribe to Communication” to be “Receives Marketing”
- 🛠️
Fixed: Line breaks not showing for historical notes
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Fixed: ‘Connect To Stripe’ button leads to an error page
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Fixed: Error trying to pay for an invoice via the {InvoicePdfLink} merge field
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Fixed: Recently deactivated templates showing for selection in automations
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Fixed: Merge fields do not populate in the email selected for letter attachment
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Fixed: Automation sent for deleted invoices
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Fixed: User profiles – Set Password button not working
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Fixed: UI shifts when scrolling past text formatting field on apple devices
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Fixed: Save button disabled when editing a user
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Fixed: Practitioners cannot access uploaded files for their own clients
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Fixed: Reminders and automations sent to archived and deleted clients
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Fixed: Invoice automation is sending to client instead of payee
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Fixed: Physitrack link in client mega menu not opening in new tab
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Fixed: NDIS Bulk upload displays wrong NDIS number in the reports
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Fixed: Attempting to bulk send to many recipients results in an internal error
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Fixed: Residential address does not populate on DVA Allied Health claim for a client
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Fixed: NDIS Bulk upload report includes deleted invoices in the report
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Fixed: Client files cog menu does not open after a file has been edited
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Fixed: Delay in typing notes for long templates on some devices
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Fixed: Duplicate client profile created despite profile with same details existing due to different mobile number formatting
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Fixed: Unspecified error when booking client appointment
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Fixed: HTTP exception when deactivating a practitioner
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Fixed: Internal Error creating new or editing existing invoices
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Fixed: Appointment status not updated with clients reply to cancel
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Fixed: Subscription page does not reflect custom subscription price
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Fixed: NDIS Bulk Upload reports generates error upon selecting the current date as end date
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Fixed: Information field content not exported in Data Export
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Fixed: Empty home phone field being passed to Medicare for claimants causing an error
