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Practice Management Blog

Release Notes: January 2022

Notable Changes

  • 🔥

    New: Users can now control what tasks users can see, allowing them to change the task visibility based on the employee’s role

  • 🔥

    New: Tasks can now be assigned to users, which allows better tracking and management of key actions

  • 🔥

    New: Internal notes and information can now be added on the edit invoice page to easily record additional billing information

  • 🔥

    New: New “Invoice Notes” column added to the Sales > Invoices and Reports > Financial > Invoices & Payments reports

  • 🔥

    New: Added option to limit how far in advance clients can book appointments

  • 🔥

    New: Users can now create Cancellation Reasons for appointments that have been cancelled or rescheduled.

  • 👍

    Improved: SMS Usage report has been simplified and it’s performance has been improved

  • 🛠️

    Fixed: Deleted client profiles visible in the system

  • 🛠️

    Fixed: New users are being added as inactive

  • 🛠️

    Fixed: Telehealth failed to allow the client join the session

  • 🛠️

    Fixed: Xero and payment exports timing out

  • 🛠️

    Fixed: DVA report showing blank

  • 🛠️

    Fixed: Recurring appointment cannot be extended

  • 🛠️

    Fixed: Clients advanced search and messaging panel resulting in Internal Error during peak business hours

Medicare Integration Updates

We are in the final steps of the process of testing the integration with the allocated Product Integration Officer from Services Australia for the essential Medicare Integration. Only a handful of tests remain to be done by our engineers in the customised Integration Test Plan. The Product Integration team is progressing and continues as we make the necessary adjustments to solve any issues found. The updated functionality deployment is planned to be fully completed before the deadline, on 13th March 2022.


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