Notable Changes

• 🔥

  New: Appointment Location filter added to client advanced search

• 🔥

  New: US only: Additional fields to record client’s insurance information

• 🔥

  New: US only: Option to record business and practitioner’s Tax ID as either EIN or SSN

• 👍

  Improved: Appointment reminders automatically disabled for archived profiles or profiles pending deletion

• 👍

  Improved: UI Updates: Side navigation menu colours, Notifications, Appointment hover styling

• 🛠️

  Fixed: Internal error saving a resource for an appointment

• 🛠️

  Fixed: Practitioner mobile number containing a hyphen not saving

• 🛠️

  Fixed: Australian mobile number starting with 05 not accepted as valid

• 🛠️

  Fixed: NDIS Bulk upload report not displaying correct cancellation reason

• 🛠️

  Fixed: File uploads not saving due to incorrect date format for locale

• 🛠️

  Fixed: Online forms with a file upload field do not load in the portal

• 🛠️

  Fixed: Appointments with titles exceeding 255 characters not syncing from Google Calendar into PD

• 🛠️

  Fixed: Clicking Finish for online form not saving it as completed

• 🛠️

  Fixed: Automatic appointment reminders failing to send to contact who has the same mobile number as the client

• 🛠️

  Fixed: Duplicated error notifications when statement custom text exceeds maximum character limit

• 🛠️

  Fixed: Invoice line discount dropdown not opening on mobile device

• 🛠️

  Fixed: Internal error saving notepad with no content

• 🛠️

  Fixed: Internal error saving an appointment after changing the service

• 🛠️

  Fixed: Recurring an appointment for multiple days in the week not obeying the number of recurrences specified

• 🛠️

  Fixed: Available location not showing in client portal when it is set to starts and end on the same date