Release Notes December 2023

Notable Changes

🔥New: Option to clone availability to one or many practitioners
🔥New: Setup wizard for new trials
👍Improved: Messaging panel color updates
👍Improved: Added client number, type and status to Client Classification report
🛠️Fixed: Duplicate of non-standard SMS reply sent to practitioner
🛠️Fixed: Internal Error accessing notes and forms
🛠️Fixed: Selected recipient is not used when emailing forms or notes and are sent to the client
🛠️Fixed: Google calendar sync regularly disconnecting
🛠️Fixed: Undetermined shown as an option on the appointment status
🛠️Fixed: Marketing Log Report shows all bulk sends as ‘failed’, even if successfully sent
🛠️Fixed: Portal emails to calendar contact using wrong from address
🛠️Fixed: Last Bulk Send field not populating in communication template list
🛠️Fixed: Payable By column is blank in the Invoices and Payments Report for third party payees with no first or last name
🛠️Fixed: Some emails failing with “Object reference not set to an instance of an object” response
🛠️Fixed: Appointment Log is recording the wrong time stamp for emails sent

New: Option to clone availability to one or many practitioners

New: Setup wizard for new trials

Improved: Messaging panel color updates

Improved: Added client number, type and status to Client Classification report

Fixed: Duplicate of non-standard SMS reply sent to practitioner

Fixed: Internal Error accessing notes and forms

Fixed: Selected recipient is not used when emailing forms or notes and are sent to the client

Fixed: Google calendar sync regularly disconnecting

Fixed: Undetermined shown as an option on the appointment status

Fixed: Marketing Log Report shows all bulk sends as ‘failed’, even if successfully sent

Fixed: Portal emails to calendar contact using wrong from address

Fixed: Last Bulk Send field not populating in communication template list

Fixed: Payable By column is blank in the Invoices and Payments Report for third party payees with no first or last name

Fixed: Some emails failing with “Object reference not set to an instance of an object” response

Fixed: Appointment Log is recording the wrong time stamp for emails sent