Practice Management Blog

Release Notes: January 2024

Notable Changes

  • 🔥

    New: Outlook Calendar Integration: Sync your practitioners calendar with their Outlook calendar

  • 🔥

    New: New merge field for Invoice PDF Link that links the client to download their invoice as a PDF or pay for it (if connected to Stripe)

  • 👍

    Improved: Clients time zone added to the client data export

  • 👍

    Improved: Dedicated insurer type for NDIS added to insurers in preparation for NDIS Bulk Update report

  • 👍

    Improved: New look for the login page

  • 👍

    Improved: New look for the new trial page

  • 🛠️

    Fixed: Sending an SMS via the Waitlist generates internal error “Appointment Not Found”

  • 🛠️

    Fixed: Internal error when attempting to edit appointments, apply payments

  • 🛠️

    Fixed: Form templates with linked profile field can’t be previewed in templates library

  • 🛠️

    Fixed: ‘Client’ column is blank in the invoices list for third parties with no first or last name

  • 🛠️

    Fixed: Side navigation menu not expanding to show page in view

  • 🛠️

    Fixed: Links to articles broken on resource pages

  • 🛠️

    Fixed: Text edit bar disappearing in communication templates

  • 🛠️

    Fixed: Users cannot use communication templates to send SMS or Email without the people menu permission


Share this on:

Related Articles

START IN [month] and get your first 6 months at 50% off!
Start Your Free Trial Now
No credit card required