Release Notes: February 2024
Notable Changes
- 🔥New: Automations – choose between three different automation types:
- Invoicing (unpaid invoice) – Based on invoices that do not have a full payment applied. Actions will be addressed to the payee of the invoice.
- Post-appointment – Based on appointments that have occurred in the past.
- Client Recall – Based on the client’s last appointment when they have no future appointments booked.
- Set the conditions that must be met for the automation to be triggered.
- Choose one or more actions to happen when the automation is triggered: SMS, Email or Task.
- 🔥New: NDIS Bulk Upload report [AUS only]
- 🔥New: Apply formatting to the text in the note multiple-lines field and form information field
- 🔥New: Data Export option added for client diagnoses
- 👍Improved: Show a record of emailed notes, forms, files, and invoices sent to contacts in the client’s profile
- 👍Improved: Remove the “logo not found” error when printing note/form in an account with no logo uploaded
- 👍Improved: Give feedback back completing note/form on uncompleted required fields
- 👍Improved: Option to make the annotate a chart field mandatory for forms/notes
- 👍Improved: New look for 2FA input page on login
- 👍Improved: New look for password reset page on login
- 👍Improved: New look for new user registration page
- 👍Improved: Removed client specific options from group appointment right-click menu
- 👍Improved: Updates reports terminology to use practitioner in place of calendar
- 👍Improved: Show attachment name for sent emails
- 👍Improved: Toggle to view availability that have ended
- 👍Improved: Use the business email address as the “from” address when emailing a letter as an attachment when no template is selected
- 👍Improved: Location place of service added to locations [US accounts only]
- 👍Improved: Separated template lists by template type under the relevant header (e.g. SMS/letter/email)
- 👍Improved: Relabelled client setting “Subscribe to Communication” to be “Receives Marketing”
- 🛠️Fixed: Line breaks not showing for historical notes
- 🛠️Fixed: ‘Connect To Stripe’ button leads to an error page
- 🛠️Fixed: Error trying to pay for an invoice via the {InvoicePdfLink} merge field
- 🛠️Fixed: Recently deactivated templates showing for selection in automations
- 🛠️Fixed: Merge fields do not populate in the email selected for letter attachment
- 🛠️Fixed: Automation sent for deleted invoices
- 🛠️Fixed: User profiles – Set Password button not working
- 🛠️Fixed: UI shifts when scrolling past text formatting field on apple devices
- 🛠️Fixed: Save button disabled when editing a user
- 🛠️Fixed: Practitioners cannot access uploaded files for their own clients
- 🛠️Fixed: Reminders and automations sent to archived and deleted clients
- 🛠️Fixed: Invoice automation is sending to client instead of payee
- 🛠️Fixed: Physitrack link in client mega menu not opening in new tab
- 🛠️Fixed: NDIS Bulk upload displays wrong NDIS number in the reports
- 🛠️Fixed: Attempting to bulk send to many recipients results in an internal error
- 🛠️Fixed: Residential address does not populate on DVA Allied Health claim for a client
- 🛠️Fixed: NDIS Bulk upload report includes deleted invoices in the report
- 🛠️Fixed: Client files cog menu does not open after a file has been edited
- 🛠️Fixed: Delay in typing notes for long templates on some devices
- 🛠️Fixed: Duplicate client profile created despite profile with same details existing due to different mobile number formatting
- 🛠️Fixed: Unspecified error when booking client appointment
- 🛠️Fixed: HTTP exception when deactivating a practitioner
- 🛠️Fixed: Internal Error creating new or editing existing invoices
- 🛠️Fixed: Appointment status not updated with clients reply to cancel
- 🛠️Fixed: Subscription page does not reflect custom subscription price
- 🛠️Fixed: NDIS Bulk Upload reports generates error upon selecting the current date as end date
- 🛠️Fixed: Information field content not exported in Data Export
- 🛠️Fixed: Empty home phone field being passed to Medicare for claimants causing an error