Release Notes: April 2023
Notable Changes
- 🔥New: Beta release of Telehealth Plus+ that allows calls with multiple participants
- 🔥New: Select a Default Service for Group Appointments
- 🔥New: Create custom tags for the waitlist
- 🔥New: New filtering options on the waitlist
- Filter by tags
- Filter by available Day and Time
- 🔥New: Editable Waiting Since Date added to the waitlist
- 🔥New: Select/unselect all participants checkbox added to the waitlist grid
- 🔥New: Count of total clients on the waitlist grid
- 🔥New: Record the client’s time zone on their profile
- 🔥New: Option to send dates and times in communications in the client’s local time zone
- 🔥New: Linked profile field to capture client’s time zone on forms
- 👍Improved: Update the Image Upload tool on the Create and Edit Calendar page
- 👍Improved: Update the Image Upload tool on the Practice Manual branding page
- 👍Improved: Update the Image Upload tool on the Client Portal branding page
- 👍Improved: Updated look when adding a new client to the waitlist
- New options to add date or birth and address
- 👍Improved: Increased capacity for larger files to be uploaded for import
- 👍Improved: New look and steps for sending an SMS from the waitlist
- 👍Improved: Updated Telehealth to improve connectivity
- 🛠️Fixed: Duplicate invoice numbers could be created, causing an error in accessing the invoice
- 🛠️Fixed: Client search not appearing on some pages
- 🛠️Fixed: Payments auto-allocated for Medicare claims using the date generated as the date received instead of the payment run date
- 🛠️Fixed: Issues using appointment panel functionality on Safari browsers
- 🛠️Fixed: Open Link option in templates is not preserved when creating communications
- 🛠️Fixed: Error entering a street address on forms
- 🛠️Fixed: Unable to access Mailchimp page when Mailchimp account is inactive or is not on a sufficient plan
- 🛠️Fixed: New client registration notifications not sent to client or calendar contact
- 🛠️Fixed: Incorrect payment amount calculated on appointment panel when an invoice item quantity has 3 decimals
- 🛠️Fixed: Some SMS reminders are not generated in the morning batch for accounts in the UTC+8 time zone
- 🛠️Fixed: Error accessing note templates page
- 🛠️Fixed: Unable to save a client’s mobile number when the account doesn’t have a dedicated number
- 🛠️Fixed: Unable to scroll down the template list when sending an SMS from the panel on a mobile device
- 🛠️Fixed: Payment method pre-select in some cases on appointment panel causing an error when saving
- 🛠️Fixed: Telehealth Plus+: Client cannot join after practitioner connects call if waiting before practitioner joins
- 🛠️Fixed: Telehealth Plus+: Start call button unresponsive on Safari browser