Notable Changes

🔥 New: BizzyAI: Scribe & Refine

• AI Scribe and refine tool for your clinical notes. Learn more here.

🔥 New: Practice Hive Notifications centre – learn more here.

🔥 New: New merge field for attaching a PDF of the statements or superbill for automatically created or sent statements/superbills

🔥 New: Option to De-Identify Clients Details in Google Sync (US/UK)

👍 Improved: Display Clients Relationships in Communication Lists

👍 Improved: Export Lists to Excel (.xlsx)

👍 Improved: Telehealth Functionality Updates

• Updated UI on Appointment Panel
• Streamlined the use of the {ClientTelehealthUrl} so that clients receive a single, consistent link for all individual Telehealth appointments. (Group appointment updates coming soon!)
• Clients joining via this single link will now see their next upcoming appointment (if it starts within 30 minutes)

👍 Improved: Added a Quick Tips link on the US Claims page

👍 Improved: Defaulting the Show Invoices Page to Off for New Trials

👍 Improved: Increased padding for the custom text on the invoice footer

👍 Improved: Standardised message shown when accessing an unavailable portal page

👍 Improved: Added a link to the client profile page in the Client Forms report

👍 Improved: Updated Session Pack Expiry report to be named Session Pack report

👍 Improved: Confirmation message when saving the client classifications page.

👍 Improved: Merge field using Diary updated to use Practitioner

👍 Improved: Updated styling of the waitlist

👍 Improved: Updated styling of the invoice and statement settings page

🛠️ Fixed: Incorrect Appointment Time in Session Notes

🛠️ Fixed: Error if name updated in user profile exceeds maximum character limit

🛠️ Fixed: Inactive services linked to locations showing as options on the portal

🛠️ Fixed: Full service price being charged instead of deposit for some clients booking online

🛠️ Fixed: Free Telehealth Pro sessions not reactivating at the start of billing cycle for some practitioners

🛠️ Fixed: Billing Telehealth Pro for practitioners in accounts that are in storage mode

🛠️ Fixed: Calendar filter for locations resetting to all locations when opening the appointment panel on larger screens

🛠️ Fixed: Adding a diagnosis to the client profile didn’t show the description or code type

🛠️ Fixed: Cancelled appointments showing telehealth join link on portal appointment list

🛠️ Fixed: Icon to remove client’s insurance from invoice not visible

🛠️ Fixed: HTML not displaying correctly on invoices downloaded from the portal for the custom text field at the top of the invoice

🛠️ Fixed: Accessing an appointment from the client list always defaulting to Day view instead of Week

🛠️ Fixed: Log File entry when an invoice is emailed from a pay link not including the client email

🛠️ Fixed: Client number formatted with decimals when printing a report with that field

🛠️ Fixed: Calendar view selection not holding when clicking dates arrow

🛠️ Fixed: Join in browser button unresponsive for clients joining telehealth calls on Safari

🛠️ Fixed: Activity Summary report not exporting all sections

🛠️ Fixed: Error connecting to BizzyAI for a brief period of time

🛠️ Fixed: Error viewing Google Sync configuration page for some practitioners

🛠️ Fixed: Error accessing some clients email previews or history

🛠️ Fixed: Client card details saved to their profile after making a payment when not logged in to the portal

🛠️ Fixed: Text formatting icons showing when scrolling through a client’s notes on mobile

🛠️ Fixed: Medicare expiry fields on online forms out of alignment on mobile

🛠️ Fixed: Services out of order for recurred appointments

🛠️ Fixed: Saving a client to the waitlist will change the set waiting since date

🛠️ Fixed: Some cards stored for subscription had the expiry year set as 19– instead of 20–

🛠️ Fixed: Practice hive showing two unread notifications when all had been read