Practice Management Blog

Release Notes: March 2023

Notable Changes

  • ๐Ÿ”ฅ

    New: 48-hour restore period for deleted client profile data

  • ๐Ÿ”ฅ

    New: Optional client authentication when accessing an online form

  • ๐Ÿ”ฅ

    New: Close and expand notes and forms

  • ๐Ÿ”ฅ

    New: Client name search added to the waitlist

  • ๐Ÿ”ฅ

    New: Setting to hide client diagnosis from showing on the editing invoice page and printed invoices and statements

  • ๐Ÿ”ฅ

    New: Location added to Sales > Invoices report

  • ๐Ÿ”ฅ

    New: Location added to Sales > Payments report

  • ๐Ÿ‘

    Improved: Daylight savings time reflected in the businesses time zone list

  • ๐Ÿ‘

    Improved: Updated new trial page

  • ๐Ÿ‘

    Improved: Notify when maximum characters reached for the item code and description fields when editing an invoic

  • ๐Ÿ‘

    Improved: Update the File Upload tool on Client Files page

  • ๐Ÿ‘

    Improved: Payees unallocated payments available to choose for a clientโ€™s invoice when on the appointment panel

  • ๐Ÿ› ๏ธ

    Fixed: Error when clicking on โ€œView Online Formโ€ link in email when not logged in to Power Diary

  • ๐Ÿ› ๏ธ

    Fixed: Letters display with blank content when exported to PDF

  • ๐Ÿ› ๏ธ

    Fixed: Client Classification report using UTC times for date parameters instead of business time zone

  • ๐Ÿ› ๏ธ

    Fixed: Online Forms cannot be exported to a PDF when the Client File Upload field is in the form

  • ๐Ÿ› ๏ธ

    Fixed: Tooltips not fixed on the page when scrolling

  • ๐Ÿ› ๏ธ

    Fixed: Error while exporting data

  • ๐Ÿ› ๏ธ

    Fixed: Update password button not working

  • ๐Ÿ› ๏ธ

    Fixed: Error when emailing an invoice

  • ๐Ÿ› ๏ธ

    Fixed: Invalid mobile error when sending an SMS to a clientโ€™s contact when the client has no mobile number


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