Release Notes: November 2024
Notable Changes
🔥 New: Power Diary becomes Zanda! New name and new look, same great product.
🔥 New: Date Added filters added to the Advanced Client Search
🔥 New: US Claiming – Record claiming code modifiers per practitioner, service/product and invoice item to be populated on the claimanced Client Search
🔥 New: US Claiming – Check clients insurance eligibility
👍 Improved: Display telehealth icon in appointment block when telehealth toggle is on for the appointment
👍 Improved: Enable Telehealth toggle by default when booking is at a ”Video Call” location [partial release]
👍 Improved: Include client numbers in the log file note when merging client profilesprofile from the linked profile field on forms in the form log
👍 Improved: Added Payer Id after payer name on CMS-1500 (US claiming)
👍 Improved: Populate the business telephone on the new claim form (US claiming)
👍 Improved: Default provider signature on file to no for new claims (US claiming)
👍 Improved: Log in the appointment log when a user toggles Telehealth on or off on the appointment panel to no for new claims (US claiming)
🛠️ Fixed: Statements not showing session pack name and count of units
🛠️ Fixed: Invoice pay link not displaying the invoice number when sent via an automated reminder
🛠️ Fixed: Deleting referral in clients profile results in ‘Failed to delete the registry’ error
🛠️ Fixed: Save card option not showing on client portal when adding card details
🛠️ Fixed: Client name with special characters not displaying correctly in menu and mega menu
🛠️ Fixed: Appointment clash alert not displayed for recurring appointments
🛠️ Fixed: Practitioner name over 40 characters resulting in error submitting Medicare claim
🛠️ Fixed: Unable to drag drop appointments to new location
🛠️ Fixed: Clicking “Save invoice” multiple times resulting in duplicated services or payments on the invoice
🛠️ Fixed: Dashboard not loading – resulting in an internal error
🛠️ Fixed: Activate privacy mode option unresponsive on Safari (iPhone)
🛠️ Fixed: ABN showing as Tax Id on Business Info page (AUS only)
🛠️ Fixed: File upload date expecting US date format in AU account in Safari browser
🛠️ Fixed: Sending SMS via waitlist prompting to remove client from waitlist
🛠️ Fixed: Payment required response when booking in porta for a service with a deposit when Stripe disconnected
🛠️ Fixed: Toggles and reminder icon misaligned on messaging panel
🛠️ Fixed: Error generated when submitting a form with multiple value fields that require an answer
🛠️ Fixed: Clients getting error messages when trying to book on embedded client portal
🛠️ Fixed: Resource flagged as not available when they are available
🛠️ Fixed: Appointment move confirmation showing the action for previous popups over the OK button
🛠️ Fixed: Multiples of appointments syncing to Outlook calendar
🛠️ Fixed: Attempting to toggle ‘Reminder’ results in an empty “Warning” error
🛠️ Fixed: Spaces in the NDIS report column header causing the report to be unacceptable by the NDIS (AUS only)
🛠️ Fixed: Choose column menu under Sales > Invoices contains a blank option
🛠️ Fixed: SMS text not cleared after clicking ‘Send’ in SMS panel
🛠️ Fixed: Practitioner name does not show in menu when viewing Outlook calendar page
🛠️ Fixed: Calendar filter content appearing behind the button footer
🛠️ Fixed: Required fields on forms not validating properly for notes and forms
🛠️ Fixed: Removing a file/attachment from online forms not working
🛠️ Fixed: Classifications column is not populating in bulk send recipient list
🛠️ Fixed: Business calendar times displaying per device time zone