Release Notes: January 2023

Notable Changes

• 🔥New: Client Diagnosis feature launched:
• Record custom diagnosis in the account
• Add client diagnosis to the client’s profile
• Record the client diagnosis on the clients invoice and superbill for insurance claiming
• 🔥New: Support Arabic currency and date format on invoice PDFs for Arabic locales
• 👍Improved: Removed the previous block on exporting reports to Excel when on an iOS device
• 👍Improved: Medicare Payment Status Report date range defaults to one month instead of one year
• 👍Improved: Updated to a new file uploader for notes and forms attachments
• 👍Improved: Business Name duplicated in the first name field when adding a new third party profile
• 👍Improved: Diagnosis field hidden on editing invoice page for client’s with no recorded diagnosis
• 👍Improved: Reworded error message encountered when submitting Medicare claims for a client with an address over the maximum character allowance
• 👍Improved: ItemQty defaults to printing two decimal places
• 👍Improved: Updated the look of the Credit Card Billing (Stripe) page
• 👍Improved: Updated the prompt when disconnecting from Stripe to give more information on the action
• 👍Improved: Updated the look of the Medicare Dashboard in preparation for an upcoming new feature
• 🛠️Fixed: Editing form triggered the unsaved changes prompt when no new changes have been made
• 🛠️Fixed: Long item description was cutting off the content on the invoice and statement print out
• 🛠️Fixed: Session Pack hours used count not showing on the client’s Appointments list
• 🛠️Fixed: Telehealth link not working for some UK customers
• 🛠️Fixed: Middle name not saved to profile when adding a referrer
• 🛠️Fixed: Long file names were cut off when viewing the communication editor’s uploaded files
• 🛠️Fixed: Successful Tyro healthpoint claims remained as Pending, and payments were not recorded in the system
• 🛠️Fixed: Online forms not opening for some customers
• 🛠️Fixed: System freezing when recurring a long appointment series for some UK customers
• 🛠️Fixed: Slow response when updating the default billing discount to existing future invoices for some UK customers
• 🛠️Fixed: Unable to delete text when editing an email or letter on mobile device
• 🛠️Fixed: Some date merge fields include hours
• 🛠️Fixed: Issue fetching client SMS replies