The end of the year saw the Power Diary development team busy responding to client needs and making functional and usability improvements to the system. Here’s a summary of work recently released:

Functionality Improvements

• Added: Pin notes and forms to the top of the Notes page
• Added: Print only Clinical Type notes
• Added: Typeahead search for merge fields
• Added: Use locale to decide if weeks start on a Sunday or Monday
• Added: Copy to clipboard upon hovering over a merge field
• Added: Every “4 weeks” recurring option to Roster
• Added: Last Appointment Date to the Classifications Report
• Added: Quantity and Service Code column option to the Sales report
• Added: 45-minute time block support on the schedule
• Added: Ability to add Xero Contact ID for Third-Party profiles
• Added: Client Number to form notification emails
• Added: Group Appointments comments to the printout
• Added: A {RecipientMobilePhone} merge field for use in communication templates
• Improved: Show the recent clients list automatically when creating a new appointment
• Improved: Hide unattended appointments including No-Show
• Improved: Set availability for Mon – Fri only when creating new Roster
• Improved: Duplicate email detection to check attachments as well

User Interface Enhancements

• Added: Remove formatting button to Redactor to remove unintentional formatting
• Added: Loading indicator while fetching custom forms
• Added: Visual indicator of progress when a form is being submitted
• Added: Log file entry for when credit card details are removed
• Added: Column reordering for several reports
• Improved: App Header layout and dropdown structure
• Improved: Previous button for navigating in Client Portal
• Improved: Link preview for client portal URLs
• Improved: Emailing dialog title to better reflect the action to be taken
• Improved: Deactivated default grouping for the Client Sources report
• Improved: Invoices and Payments report uses up the full screen
• Improved: Inactive calendars are hidden in Xero export Calendar dropdown
• Improved: Merge Field popup layout
• Improved: Log file entry for session pack creation via appointment panel
• Improved: Template layouts