Practice Management Blog

Release Notes: July 2023

Notable Changes

  • 🔥

    New: Gender Identity, Sex, pronouns:

    • Record client’s gender identity, sex, pronouns, and notes about their identity on their profile page
    • Linked profile fields for forms to capture the client’s gender identity, sex, pronouns
    • Client’s pronouns and identity notes shown in the mega menu
    • Communication merge fields added for sex and gender identity
    • Advanced search filters based on sex and gender identity
  • 🔥

    New: Upload users signature to merge into email and letters

  • 🔥

    New: Telehealth+: Expire link warning when clients access an old TH+ link

  • 🔥

    New: Clients in Irish accounts will receive SMS from a single number

  • 👍

    Improved: Increased maximum character size for invoice internal notes field to 2000

  • 👍

    Improved: View and reactivate inactive communication templates

  • 👍

    Improved: Updated look of the main Power Diary header

  • 🛠️

    Fixed: Rosters starting 3 months in the future weren’t considered when showing client portal availability

  • 🛠️

    Fixed: Clients DOB and gender was pre-populated on a new contacts profile

  • 🛠️

    Fixed: Internal error creating a new client

  • 🛠️

    Fixed: Error accessing the list of users

  • 🛠️

    Fixed: Stripe payment modal showing validation policy text unnecessarily

  • 🛠️

    Fixed: TH+ Mobile Speaker view not displaying correctly

  • 🛠️

    Fixed: Error adding client’s credit card details

  • 🛠️

    Fixed: Error trying to delete a client profile

  • 🛠️

    Fixed: Unable to access ‘update recurring appointment’ pop-up if recurring appointment’s location is updated when scheduled in unrostered time

  • 🛠️

    Fixed: Logs do not show actual Stripe payment amount processed via appointment panel

  • 🛠️

    Fixed: Switch off ‘Archived’ from Advanced Search was not unarchiving the profile

  • 🛠️

    Fixed: All SMS in a batch not sent if a single SMS failed validation

  • 🛠️

    Fixed: Medicare payment reports not processing

  • 🛠️

    Fixed: Error accessing payment report

  • 🛠️

    Fixed: “Batch Submit All Prepared Claims” does not submit claims

  • 🛠️

    Fixed: Saving an alert note in client’s profile requires the ‘Save Changes’ button to be clicked twice


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