Release Notes: June 2021

Medicare Integration Updates

Our team has been working away on the essential Medicare updates and we have now completed the development work. We will soon start the mandatory certification and integration testing process to have our updated integration approved by Medicare. This is quite an involved process as there are many security and data integrity checks involved.

Tyro HealthPoint Integration

Our Tyro integration is now up and running and we are running a pilot with a few businesses before making this more widely available. We expect to open the functionality up to all our users soon.

Other Notable Changes

• 🔥New: All emails sent from the Client files view are saved to the client’s permanent correspondence record
• 🔥New: Pronoun merge fields in communication templates now support capitalisation after a full stop
• 👍Improved: Appointment date formats in appointment date merge fields
• 👍Improved: Enhancements to the way the calendar state is preserved after logout and log in
• 👍Improved: Updated communication merge fields names and templates to use ‘Business’ instead of ‘Company’, and ‘Practitioner’ instead of ‘Diary’
• 👍Improved: Added clarification in the Client Portal User Registration/Reset Login Details form for when a new password is being set
• 👍Improved: The way the date displays in the calendar date picker is now more concise
• 👍Improved: We now look 12 months ahead (up from 3 months) when showing locations for rosters
• 👍Improved: The formatting of currency symbols on the Invoices and Receipts screens
• 👍Improved: Enhanced the loading time of the Waitlist – especially for practices with many clients on the waitlist
• 👍Improved: Enhanced the loading time of the Calendar – this was slowing down for users after visiting several different pages
• 👍Improved: Reduced the time taken for Bulk Updates when deleting multiple profiles
• 👍Improved: Reduced the time take for the Invoices report to generate
• 👍Improved: We now display the practitioner name when searching for Appointments in the search bar
• 👍Improved: The font used in the Signature Box in the Forms Designer was not a cursive font style
• 🛠️Fixed: A display issue where existing credit card data was not shown when updating credit cards
• 🛠️Fixed: A display issue where Modify Card Details couldn’t be seen when processing a Stripe payment
• 🛠️Fixed: Mobile UI: Inactive Payment Methods were still appearing in dropdowns on iPads
• 🛠️Fixed: Mobile UI: Users were unable to edit Notes via mobiles
• 🛠️Fixed: An issue with the Client Portal becoming unresponsive when requesting an SMS verification token
• 🛠️Fixed: The Decrease Paragraph Indent button was inactive in the editor
• 🛠️Fixed: The existing payment received date was not being preserved when a user applied an existing payment in the appointment panel
• 🛠️Fixed: The Service failed to move to desired position in the services list
• 🛠️Fixed: “Remember Me?” login option did not work as expected
• 🛠️Fixed: Group emails were missing the From address
• 🛠️Fixed: Deleted invoice numbers were still appearing on the Appointments report
• 🛠️Fixed: The Main Menu switched to full view when a page is updated/changed
• 🛠️Fixed: The Data export was no longer creating subfolders correctly on macOS systems
• 🛠️Fixed: Mobile number were not being displayed for the selected client on the appointment panel
• 🛠️Fixed: DVA Allied Health claim types were showing incorrect Paid amount in the claims list

New: All emails sent from the Client files view are saved to the client’s permanent correspondence record

New: Pronoun merge fields in communication templates now support capitalisation after a full stop

Improved: Appointment date formats in appointment date merge fields

Improved: Enhancements to the way the calendar state is preserved after logout and log in

Improved: Updated communication merge fields names and templates to use ‘Business’ instead of ‘Company’, and ‘Practitioner’ instead of ‘Diary’

Improved: Added clarification in the Client Portal User Registration/Reset Login Details form for when a new password is being set

Improved: The way the date displays in the calendar date picker is now more concise

Improved: We now look 12 months ahead (up from 3 months) when showing locations for rosters

Improved: The formatting of currency symbols on the Invoices and Receipts screens

Improved: Enhanced the loading time of the Waitlist – especially for practices with many clients on the waitlist

Improved: Enhanced the loading time of the Calendar – this was slowing down for users after visiting several different pages

Improved: Reduced the time taken for Bulk Updates when deleting multiple profiles

Improved: Reduced the time take for the Invoices report to generate

Improved: We now display the practitioner name when searching for Appointments in the search bar

Improved: The font used in the Signature Box in the Forms Designer was not a cursive font style

Fixed: A display issue where existing credit card data was not shown when updating credit cards

Fixed: A display issue where Modify Card Details couldn’t be seen when processing a Stripe payment

Fixed: Mobile UI: Inactive Payment Methods were still appearing in dropdowns on iPads

Fixed: Mobile UI: Users were unable to edit Notes via mobiles

Fixed: An issue with the Client Portal becoming unresponsive when requesting an SMS verification token

Fixed: The Decrease Paragraph Indent button was inactive in the editor

Fixed: The existing payment received date was not being preserved when a user applied an existing payment in the appointment panel

Fixed: The Service failed to move to desired position in the services list

Fixed: “Remember Me?” login option did not work as expected

Fixed: Group emails were missing the From address

Fixed: Deleted invoice numbers were still appearing on the Appointments report

Fixed: The Main Menu switched to full view when a page is updated/changed

Fixed: The Data export was no longer creating subfolders correctly on macOS systems

Fixed: Mobile number were not being displayed for the selected client on the appointment panel

Fixed: DVA Allied Health claim types were showing incorrect Paid amount in the claims list