Practice Management Blog

Release Notes: September 2023

Notable Changes

  • πŸ”₯

    New: Book resources for appointments:

    • Can book one or more resources for client, personal, and group appointments
    • Checks to ensure a resource can only be booked once per appointment slot to prevent double bookings
    • Shows available resource items to be booked for that time
  • πŸ”₯

    New: Find available times for resources:

    • Resources added to the existing time finder to help find an available appointment time for a particular resource
    • Time finder added as a button to the calendar for easy access
  • πŸ”₯

    New: Filter referrer list by Referrer Type in the advanced search

  • πŸ”₯

    New: Can print and export of client appointments from their profile

  • πŸ‘

    Improved: Log in the invoice activity log when an invoice payment is updated

  • πŸ‘

    Improved: Option to group the Statistics report by columns

  • πŸ‘

    Improved: Updated terminology throughout the app

    • The free Telehealth service is now named Telehealth Lite
    • We’re using Practitioner in place of calendar or diary when referring to the person taking on bookings (each practitioner has a calendar)
    • The Setup menu is now named Settings
    • The Roster is now named Availability
  • πŸ› οΈ

    Fixed: Data Export presents as β€˜XML’ file instead of CSV

  • πŸ› οΈ

    Fixed: Image not uploading for users signature, calendar image, or to communications

  • πŸ› οΈ

    Fixed: Portal shows available time when roster override has online availability disabled

  • πŸ› οΈ

    Fixed: See availability for all Providers showing incorrect available days for rosters with only one day of availability

  • πŸ› οΈ

    Fixed: Screen shakes/stutters when viewing a practitioners appointment info

  • πŸ› οΈ

    Fixed: Canceling the resizing of an appointment changes not reflected until the page is reloaded

  • πŸ› οΈ

    Fixed: Statement date incorrect

  • πŸ› οΈ

    Fixed: Time Finder not showing availability for some accounts

  • πŸ› οΈ

    Fixed: Client portal merge field generates incorrect domain in URL in system sent messages for some accounts

  • πŸ› οΈ

    Fixed: User able to select another template and send the email after sending an email from the client profile

  • πŸ› οΈ

    Fixed: Selected recipient is not saved when saving emails as a draft and reverts to client

  • πŸ› οΈ

    Fixed: Clicking on an attachment sent through an email template via bulk send generates a redirect notice page and images do not load

  • πŸ› οΈ

    Fixed: Deleted Appointments report fails with personal appointments

  • πŸ› οΈ

    Fixed: Users are able to manually pay for subscription invoices twice by clicking twice

  • πŸ› οΈ

    Fixed: Bulk Sends not appearing in marketing log report

  • πŸ› οΈ

    Fixed: Portal activation code not sent for accounts using a dedicated number

  • πŸ› οΈ

    Fixed: Saving changes on communication setup display error page

  • πŸ› οΈ

    Fixed: The panel for sending SMS/Email to the group participants not loading any data

  • πŸ› οΈ

    Fixed: Inactive saleable categories shown for services when viewing categories

  • πŸ› οΈ

    Fixed: Internal error when sending letters

  • πŸ› οΈ

    Fixed: Internal Error when saving character < in the 'Additional Information' field


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