Notable Changes

• 🔥

  New: Monthly Calendar View – View a practitioners calendar for the whole month

• 🔥

  New: State selector added for US accounts when adding addresses

• 🔥

  New: Record insurance payments on invoices (US only)

• 👍

  Improved: Record additional insurance details on online forms (US only)

• 👍

  Improved: Increased size of icon buttons on the appointment panel

• 👍

  Improved: Use the ‘cancellation reason’ for late cancellation statuses in the NDIS Bulk upload report (AUS only)

• 👍

  Improved: Use saleable category from the service/product in NDIS bulk upload report when used with a session pack (AUS only)

• 👍

  Improved: Added last name and referrer type columns to the referrer data export file

• 👍

  Improved: Copy diagnosis code to new invoices when recurring an appointment with an invoice

• 👍

  Improved: Date filter added to aged receivables report

• 👍

  Improved: Updated client mega menu styling

• 👍

  Improved: Add a three weekly recurring option for availability

• 🛠️

  Fixed: Right-click not showing option to open in new tab for some appointment panel items

• 🛠️

  Fixed: Add new third party link producing error on client invoices

• 🛠️

  Fixed: ‘Get Help’ button does not open in several pages

• 🛠️

  Fixed: Some users unable to view payee list

• 🛠️

  Fixed: Users on small screen unable to scroll all the way down in the appointment panel

• 🛠️

  Fixed: Service charge isn’t picked up for pack with a default service

• 🛠️

  Fixed: Internal error when creating superbills and statements

• 🛠️

  Fixed: Width of the calendar date range button varies when moving through dates

• 🛠️

  Fixed: “Email from name” of template not being used when emailing a note or form

• 🛠️

  Fixed: Password reset is treating email as case sensitive

• 🛠️

  Fixed: Able to create a new for a client with “appointments blocked”

• 🛠️

  Fixed: Invoice date and number not opening as links on session pack edit

• 🛠️

  Fixed: “No link in upload response” error for all uploads under Communication → Activity

• 🛠️

  Fixed: Unable to scroll to the end of the ‘payment method’ dropdown list on the appointment panel on mobile device

• 🛠️

  Fixed: Group appointments showing on online bookings despite being marked as not available for online bookings

• 🛠️

  Fixed: Session Pack ‘used amount’ reverts to ‘0’ units used when updating maximum units

• 🛠️

  Fixed: Post-appointment automation triggering duplicate SMS

• 🛠️

  Fixed: Notes/Forms with excess formatting cannot be printed or emailed

• 🛠️

  Fixed: “Send SMS” not showing on mega menu for clients without a date of birth

• 🛠️

  Fixed: Internal error when creating a statement for a third party