Release Notes: January 2025
Notable Changes
🔥 New: New Permission to Access Log File
👍 Improved: Ability to place account in storage in the subscription page
👍 Improved: Ability to request account closure via the subscription page
👍 Improved: Add text “Excl. GST” to the subscription page for accounts billed in AUD
👍 Improved: Hide delete appointments option in appointment list for users without permission
👍 Improved: Updated the styling of the Add Client modal
👍 Improved: Time Finder limited to default practitioner when user does not have View all Calendars permission
👍 Improved: Limit appointment search to default practitioners appointments when user does not have Show all Appointments permission
👍 Improved: Updated the save changes footer to anchor on invoice form page
👍 Improved: Update the save changes footer to anchor on client profile page
👍 Improved: Update the save changes footer to scroll on business info page
👍 Improved: Display client number in log file for when a client is removed from waitlist
👍 Improved: Added username to the appointment log when recurring an appointment
👍 Improved: Updated validation message shown in reports when start date is later than end date
🛠️ Fixed: When there is only one location resources are not loaded before choosing location on time finder
🛠️ Fixed: Images not loading for some US accounts
🛠️ Fixed: Multiple line field not expanding on portal forms
🛠️ Fixed: Error opening Physitrack
🛠️ Fixed: Unable to upload data to the Data Import page
🛠️ Fixed: Linked Profile Field: Subscribe to Marketing Communication does not display client response in Records→Forms
🛠️ Fixed: Unable to delete appointments with a linked invoice containing multiple item lines
🛠️ Fixed: Actions menu under Payments, Statements, Clinical & Admin Files, Correspondence unresponsive on Safari & Chrome on iPads and iPhones
🛠️ Fixed: Shared profiles not showing in Quick Search
🛠️ Fixed: Default Practitioner not selected in add client modal
🛠️ Fixed: Unable to create new profiles if the Possible Existing Person prompt is displayed
🛠️ Fixed: New Third Party button on Edit Invoice page doesn’t work
🛠️ Fixed: Add a new referrer button on client profile doesn’t work
🛠️ Fixed: Data export downloads failing
🛠️ Fixed: Statements and superbill automations are sent via automations for archived clients and contacts
🛠️ Fixed: ‘Confirmation of Password Reset’ email sent to users changing password via Forgot Password process broken
🛠️ Fixed: Invoice logs not updated for changes made via appointment panel in some cases
🛠️ Fixed: Data export stuck for the AU environment
🛠️ Fixed: Inactive service not showing on appointment panel for past appointments when linked with a session pack
🛠️ Fixed: Adding an unallocated payment defaults to a location that is not the SG default location
🛠️ Fixed: Note content being overridden when you edit a note without saving the current note
🛠️ Fixed: Email templates with online form links sent to shared profiles are generating forms against shared profile
🛠️ Fixed: Notes cursor automatically jumps to the end of note text editing sentence
🛠️ Fixed: Client profile types appear with incorrect font color when in mobile
🛠️ Fixed: Dashboard giving “Please correct these errors: Selected range is greater than one year” error when selecting “This Year” time frame
🛠️ Fixed: Client portal password reset link is not opening the registration/reset popup
🛠️ Fixed: Third Party business name not showing in client profile correctly
🛠️ Fixed: Billed column in Recent Referrals Report filter not sorting correctly
🛠️ Fixed: Client name with special characters not displaying correctly on telehealth page
🛠️ Fixed: Date selector on calendar screen is not a set length
🛠️ Fixed: Export To Excel button in NDIS Bulk Upload Report is unresponsive
🛠️ Fixed: Manually created online forms or session notes are not automatically saving as a draft until form contents is updated
🛠️ Fixed: Searching under People > Shared toggle doesn’t include other roles
🛠️ Fixed: Practitioner names showing in a list despite ‘Show Calendar Names As Dropdown List’ is being switched off
🛠️ Fixed: Client search for new payment modal not displaying on some pages
🛠️ Fixed: Copy/pasting content with specific symbols causes user to get logged out
🛠️ Fixed: Telehealth “Start” link is producing “Too many redirects” error for some users/appointments
🛠️ Fixed: Grouping the Client Sources report by How Heard is not correctly displaying group titles
🛠️ Fixed: Recent Referrals report not producing results when Start Date and End Date are the same date