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