Release Notes: July 2024
Notable Changes
🔥 New: User Settings:
- Allow practitioner to edit own availability
- Allow practitioner to edit own available services
🔥 New: US Claiming: Add Insurance Authorizations for clients
🔥 New: Add a Stripe account per practitioner:
- Option to add a Stripe account for each practitioner
- User permission to allow a user to connect their practitioner profile to connect to their Stripe account
- Save and view card details in the clients profile for multiple Stripe accounts
🔥 New: Automatic statement generation and sending:
- Global setting to enable monthly statement generation
- Global setting to automate emailing the monthly statement
- Option to enable or disable per client
- New merge field to add to emails to link to the statement
🔥 New: In-app option to change to the new Starter and Power subscription plans
👍 Improved: Remain in context of the practitioner when accessing available services via the Practitioner menu
🛠️ Fixed: JSON error returned attempting to email receipt via portal
🛠️ Fixed: M icon on appointment panel is not linking to create Medicare [AUS] claim page
🛠️ Fixed: Overdue account producing exception upon login
🛠️ Fixed: Client mega menu items sometimes unresponsive on Chrome
🛠️ Fixed: Unable to book and no error presented when word limit reached on notes in client portal
🛠️ Fixed: Unable to open location dropdown in appointment panel on mobile
🛠️ Fixed: Unable to alter the approval toggles for a stored Medicare claim
🛠️ Fixed: Unable to swap into connected child accounts from parent account
🛠️ Fixed: Clearing the invoice due date input field for invoicing settings results in error
🛠️ Fixed: Unable to convert or update card details used for subscriptions
🛠️ Fixed: Duplicate invoices created by clicking “create invoice” twice on appointment panel
🛠️ Fixed: Accessing the client billing page results in error
🛠️ Fixed: Tax rate picked up from service instead of pack
🛠️ Fixed: Calendar filter includes deleted notes
🛠️ Fixed: Access denied when attempting to email invoices from appointment for user with edit invoice permission
🛠️ Fixed: Advanced search filter not obeying ‘No Future Appointments’ filter
🛠️ Fixed: Aged Receivables report it not picking up invoices on the date filtered
🛠️ Fixed: Emailing invoices result in error “Failed to generate invoice as PDF”
🛠️ Fixed: ‘Log Out’ button that shows on Xero Export page after 24+ hours without 2FA does not work
🛠️ Fixed: HTTP exception trying to access insurer page for practitioner profile
🛠️ Fixed: Appointment log not showing full history
🛠️ Fixed: Group appointment max participant does not allow free-typing
🛠️ Fixed: Appointment date and invoice date not matching on printed invoice
🛠️ Fixed: Service/Product names not populating on invoices when printed
🛠️ Fixed: List of appointments note displaying in clients profile
🛠️ Fixed: Error encountered while attempting to disconnect Google mail server
🛠️ Fixed: User without access client invoices and payments permission could see client Invoices menu item in right click menu