Practice Management Blog

Release Notes: March 2024

Notable Changes

  • ๐Ÿ”ฅ

    New: Appointment Location filter added to client advanced search

  • ๐Ÿ”ฅ

    New: US only: Additional fields to record clientโ€™s insurance information

  • ๐Ÿ”ฅ

    New: US only: Option to record business and practitionerโ€™s Tax ID as either EIN or SSN

  • ๐Ÿ‘

    Improved: Appointment reminders automatically disabled for archived profiles or profiles pending deletion

  • ๐Ÿ‘

    Improved: UI Updates: Side navigation menu colours, Notifications, Appointment hover styling

  • ๐Ÿ› ๏ธ

    Fixed: Internal error saving a resource for an appointment

  • ๐Ÿ› ๏ธ

    Fixed: Practitioner mobile number containing a hyphen not saving

  • ๐Ÿ› ๏ธ

    Fixed: Australian mobile number starting with 05 not accepted as valid

  • ๐Ÿ› ๏ธ

    Fixed: NDIS Bulk upload report not displaying correct cancellation reason

  • ๐Ÿ› ๏ธ

    Fixed: File uploads not saving due to incorrect date format for locale

  • ๐Ÿ› ๏ธ

    Fixed: Online forms with a file upload field do not load in the portal

  • ๐Ÿ› ๏ธ

    Fixed: Appointments with titles exceeding 255 characters not syncing from Google Calendar into PD

  • ๐Ÿ› ๏ธ

    Fixed: Clicking Finish for online form not saving it as completed

  • ๐Ÿ› ๏ธ

    Fixed: Automatic appointment reminders failing to send to contact who has the same mobile number as the client

  • ๐Ÿ› ๏ธ

    Fixed: Duplicated error notifications when statement custom text exceeds maximum character limit

  • ๐Ÿ› ๏ธ

    Fixed: Invoice line discount dropdown not opening on mobile device

  • ๐Ÿ› ๏ธ

    Fixed: Internal error saving notepad with no content

  • ๐Ÿ› ๏ธ

    Fixed: Internal error saving an appointment after changing the service

  • ๐Ÿ› ๏ธ

    Fixed: Recurring an appointment for multiple days in the week not obeying the number of recurrences specified

  • ๐Ÿ› ๏ธ

    Fixed: Available location not showing in client portal when it is set to starts and end on the same date


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