Practice Management Blog

Release Notes: November 2023

Notable Changes

  • πŸ”₯

    New: Optional Add-ons page added under subscription menu

  • πŸ”₯

    New: Choose default communication template for emailing notes

  • πŸ”₯

    New: Choose default communication template for emailing forms

  • πŸ”₯

    New: New merge field for sending existing clients a link to register or reset their login details for the client portal

  • πŸ‘

    Improved: Subscription Information page updated with more specific pricing and discount information

  • πŸ‘

    Improved: Update password in client profile replaced with email with a link for the client to reset their own portal password

  • πŸ‘

    Improved: Client Number added to activity report

  • πŸ› οΈ

    Fixed: Broken image link on client portal Stripe pay window

  • πŸ› οΈ

    Fixed: Stripe payments could be deleted

  • πŸ› οΈ

    Fixed: Emails with attachments failing

  • πŸ› οΈ

    Fixed: Note icon on appointment panel does not link to the specific note for that appointment

  • πŸ› οΈ

    Fixed: Internal error appears when adding a new participant to a group appointment

  • πŸ› οΈ

    Fixed: Note/Form activity log does not record date in the timestamps

  • πŸ› οΈ

    Fixed: Error when selecting clients from search


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