Practice Management Blog

Release Notes: October 2023

Notable Changes

  • ๐Ÿ”ฅ

    New: Collect clientโ€™s credit card details using online forms

  • ๐Ÿ”ฅ

    New: Option to notify the practitioner when an appointment is booked in their calendar by a user

  • ๐Ÿ”ฅ

    New: Use Gmail as the mail server for sending emails

  • ๐Ÿ”ฅ

    New: Choose default communication template for emailing receipts

  • ๐Ÿ”ฅ

    New: Record organization NPI and taxonomy code (US only)

  • ๐Ÿ”ฅ

    New: Record practitioners NPI and taxonomy code (US only)

  • ๐Ÿ‘

    Improved: Data export page filtering updates

  • ๐Ÿ‘

    Improved: Data export page UI updates

  • ๐Ÿ‘

    Improved: Relabel availability finder to time finder

  • ๐Ÿ‘

    Improved: Relabel Delete/Restore action to Deactivate/Activate for note templates

  • ๐Ÿ‘

    Improved: Relabel Delete/Restore action to Deactivate/Activate for form templates

  • ๐Ÿ‘

    Improved: Moved Credit Card Billing menu item under Integrations menu

  • ๐Ÿ‘

    Improved: Moved API keys menu item under Physitrack page

  • ๐Ÿ‘

    Improved: Notify primary user via email of custom SMTP failures due to authentication, server, or port misconfiguration

  • ๐Ÿ‘

    Improved: Added client number column to recent referrals report

  • ๐Ÿ› ๏ธ

    Fixed: Searching by date added in the new clients report incorrectly includes cancelled appointments in the first appointment column

  • ๐Ÿ› ๏ธ

    Fixed: Linked profile fields incorrectly showing credit card status in online forms

  • ๐Ÿ› ๏ธ

    Fixed: Inactive referrers report timing out

  • ๐Ÿ› ๏ธ

    Fixed: Appointment log should update when emails are sent

  • ๐Ÿ› ๏ธ

    Fixed: Sending a test email while connected to Microsoft Outlook SMTP gives an error

  • ๐Ÿ› ๏ธ

    Fixed: Invoice activity log stating invoice printed when it has been emailed

  • ๐Ÿ› ๏ธ

    Fixed: Improvements for Telehealth Lite connection issues

  • ๐Ÿ› ๏ธ

    Fixed: Tax value shown on subscription invoices for credited invoices

  • ๐Ÿ› ๏ธ

    Fixed: Appointments export timing out

  • ๐Ÿ› ๏ธ

    Fixed: Date selector in calendar should overlapping with side nav menu on smaller screens

  • ๐Ÿ› ๏ธ

    Fixed: Internal error saving form once expiry date is removed

  • ๐Ÿ› ๏ธ

    Fixed: Internal error generated upon opening tasks page in client profile

  • ๐Ÿ› ๏ธ

    Fixed: Data export specific client is generating an error


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