Release Notes: October 2023
Notable Changes
- 🔥New: Collect client’s credit card details using online forms
- 🔥New: Option to notify the practitioner when an appointment is booked in their calendar by a user
- 🔥New: Use Gmail as the mail server for sending emails
- 🔥New: Choose default communication template for emailing receipts
- 🔥New: Record organization NPI and taxonomy code (US only)
- 🔥New: Record practitioners NPI and taxonomy code (US only)
- 👍Improved: Data export page filtering updates
- 👍Improved: Data export page UI updates
- 👍Improved: Relabel availability finder to time finder
- 👍Improved: Relabel Delete/Restore action to Deactivate/Activate for note templates
- 👍Improved: Relabel Delete/Restore action to Deactivate/Activate for form templates
- 👍Improved: Moved Credit Card Billing menu item under Integrations menu
- 👍Improved: Moved API keys menu item under Physitrack page
- 👍Improved: Notify primary user via email of custom SMTP failures due to authentication, server, or port misconfiguration
- 👍Improved: Added client number column to recent referrals report
- 🛠️Fixed: Searching by date added in the new clients report incorrectly includes cancelled appointments in the first appointment column
- 🛠️Fixed: Linked profile fields incorrectly showing credit card status in online forms
- 🛠️Fixed: Inactive referrers report timing out
- 🛠️Fixed: Appointment log should update when emails are sent
- 🛠️Fixed: Sending a test email while connected to Microsoft Outlook SMTP gives an error
- 🛠️Fixed: Invoice activity log stating invoice printed when it has been emailed
- 🛠️Fixed: Improvements for Telehealth Lite connection issues
- 🛠️Fixed: Tax value shown on subscription invoices for credited invoices
- 🛠️Fixed: Appointments export timing out
- 🛠️Fixed: Date selector in calendar should overlapping with side nav menu on smaller screens
- 🛠️Fixed: Internal error saving form once expiry date is removed
- 🛠️Fixed: Internal error generated upon opening tasks page in client profile
- 🛠️Fixed: Data export specific client is generating an error
New: Collect client’s credit card details using online forms
New: Option to notify the practitioner when an appointment is booked in their calendar by a user
New: Use Gmail as the mail server for sending emails
New: Choose default communication template for emailing receipts
New: Record organization NPI and taxonomy code (US only)
New: Record practitioners NPI and taxonomy code (US only)
Improved: Data export page filtering updates
Improved: Data export page UI updates
Improved: Relabel availability finder to time finder
Improved: Relabel Delete/Restore action to Deactivate/Activate for note templates
Improved: Relabel Delete/Restore action to Deactivate/Activate for form templates
Improved: Moved Credit Card Billing menu item under Integrations menu
Improved: Moved API keys menu item under Physitrack page
Improved: Notify primary user via email of custom SMTP failures due to authentication, server, or port misconfiguration
Improved: Added client number column to recent referrals report
Fixed: Searching by date added in the new clients report incorrectly includes cancelled appointments in the first appointment column
Fixed: Linked profile fields incorrectly showing credit card status in online forms
Fixed: Inactive referrers report timing out
Fixed: Appointment log should update when emails are sent
Fixed: Sending a test email while connected to Microsoft Outlook SMTP gives an error
Fixed: Invoice activity log stating invoice printed when it has been emailed
Fixed: Improvements for Telehealth Lite connection issues
Fixed: Tax value shown on subscription invoices for credited invoices
Fixed: Appointments export timing out
Fixed: Date selector in calendar should overlapping with side nav menu on smaller screens
Fixed: Internal error saving form once expiry date is removed
Fixed: Internal error generated upon opening tasks page in client profile
Fixed: Data export specific client is generating an error