Release Notes: May 2024

Notable Changes

• 🔥New: Monthly Calendar View – View a practitioners calendar for the whole month
• 🔥New: State selector added for US accounts when adding addresses
• 🔥New: Record insurance payments on invoices (US only)
• 👍Improved: Record additional insurance details on online forms (US only)
• 👍Improved: Increased size of icon buttons on the appointment panel
• 👍Improved: Use the ‘cancellation reason’ for late cancellation statuses in the NDIS Bulk upload report (AUS only)
• 👍Improved: Use saleable category from the service/product in NDIS bulk upload report when used with a session pack (AUS only)
• 👍Improved: Added last name and referrer type columns to the referrer data export file
• 👍Improved: Copy diagnosis code to new invoices when recurring an appointment with an invoice
• 👍Improved: Date filter added to aged receivables report
• 👍Improved: Updated client mega menu styling
• 👍Improved: Add a three weekly recurring option for availability
• 🛠️Fixed: Right-click not showing option to open in new tab for some appointment panel items
• 🛠️Fixed: Add new third party link producing error on client invoices
• 🛠️Fixed: ‘Get Help’ button does not open in several pages
• 🛠️Fixed: Some users unable to view payee list
• 🛠️Fixed: Users on small screen unable to scroll all the way down in the appointment panel
• 🛠️Fixed: Service charge isn’t picked up for pack with a default service
• 🛠️Fixed: Internal error when creating superbills and statements
• 🛠️Fixed: Width of the calendar date range button varies when moving through dates
• 🛠️Fixed: “Email from name” of template not being used when emailing a note or form
• 🛠️Fixed: Password reset is treating email as case sensitive
• 🛠️Fixed: Able to create a new for a client with “appointments blocked”
• 🛠️Fixed: Invoice date and number not opening as links on session pack edit
• 🛠️Fixed: “No link in upload response” error for all uploads under Communication → Activity
• 🛠️Fixed: Unable to scroll to the end of the ‘payment method’ dropdown list on the appointment panel on mobile device
• 🛠️Fixed: Group appointments showing on online bookings despite being marked as not available for online bookings
• 🛠️Fixed: Session Pack ‘used amount’ reverts to ‘0’ units used when updating maximum units
• 🛠️Fixed: Post-appointment automation triggering duplicate SMS
• 🛠️Fixed: Notes/Forms with excess formatting cannot be printed or emailed
• 🛠️Fixed: “Send SMS” not showing on mega menu for clients without a date of birth
• 🛠️Fixed: Internal error when creating a statement for a third party

New: Monthly Calendar View – View a practitioners calendar for the whole month

New: State selector added for US accounts when adding addresses

New: Record insurance payments on invoices (US only)

Improved: Record additional insurance details on online forms (US only)

Improved: Increased size of icon buttons on the appointment panel

Improved: Use the ‘cancellation reason’ for late cancellation statuses in the NDIS Bulk upload report (AUS only)

Improved: Use saleable category from the service/product in NDIS bulk upload report when used with a session pack (AUS only)

Improved: Added last name and referrer type columns to the referrer data export file

Improved: Copy diagnosis code to new invoices when recurring an appointment with an invoice

Improved: Date filter added to aged receivables report

Improved: Updated client mega menu styling

Improved: Add a three weekly recurring option for availability

Fixed: Right-click not showing option to open in new tab for some appointment panel items

Fixed: Add new third party link producing error on client invoices

Fixed: ‘Get Help’ button does not open in several pages

Fixed: Some users unable to view payee list

Fixed: Users on small screen unable to scroll all the way down in the appointment panel

Fixed: Service charge isn’t picked up for pack with a default service

Fixed: Internal error when creating superbills and statements

Fixed: Width of the calendar date range button varies when moving through dates

Fixed: “Email from name” of template not being used when emailing a note or form

Fixed: Password reset is treating email as case sensitive

Fixed: Able to create a new for a client with “appointments blocked”

Fixed: Invoice date and number not opening as links on session pack edit

Fixed: “No link in upload response” error for all uploads under Communication → Activity

Fixed: Unable to scroll to the end of the ‘payment method’ dropdown list on the appointment panel on mobile device

Fixed: Group appointments showing on online bookings despite being marked as not available for online bookings

Fixed: Session Pack ‘used amount’ reverts to ‘0’ units used when updating maximum units

Fixed: Post-appointment automation triggering duplicate SMS

Fixed: Notes/Forms with excess formatting cannot be printed or emailed

Fixed: “Send SMS” not showing on mega menu for clients without a date of birth

Fixed: Internal error when creating a statement for a third party