Notable Changes

🔥 New: Shared Profiles – add multiple clients as members to a shared profile to manage shared sessions, note taking, and invoicing

🔥 New: Pre-appointment Automations – automated email, SMS, or tasks to be created based on criteria for upcoming appointments

🔥 New: Filter Clients by Date Added

🔥 New: Added Source column to Appointments report to see if created via portal or calendar

👍 Improved: Added logging when the client’s default insurance is changed

👍 Improved: Updated to the latest version of React [Technical]

👍 Improved: Updated optional add-ons page to include Telehealth Pro information

👍 Improved: Clients must be logged in to the portal to use and save stored card details when paying via the invoice pay link

🛠️ Fixed: Client profile header “Profile details” not showing

🛠️ Fixed: Telehealth Plus+ showing patients name in the name field when opening the call as a practitioner

🛠️ Fixed: Quick tips link on Form Designer pointing to incorrect knowledge base article

🛠️ Fixed: Forms not showing in client profiles

🛠️ Fixed: Client Portal goes blank after clicking Book an Appointment Button

🛠️ Fixed: NDIS Bulk Upload not loading/populating

🛠️ Fixed: Attempting to take a Stripe or Tyro Payment results in error

🛠️ Fixed: Client trying to join Telehealth with Practitioner gets blank client portal screen

🛠️ Fixed: Forms with the linked profile fields for insurance appear blank for US insurance

🛠️ Fixed: Times showing in date fields for invoices printed via the client portal

🛠️ Fixed: Unable to see Medicare claiming option on edit invoice page

🛠️ Fixed: Inactive client statuses are shown in the status list on client profile

🛠️ Fixed: Starting an existing Telehealth session leads to “Page Not Found”

🛠️ Fixed: Unable to remove clients from recurring group appointments

🛠️ Fixed: Quick tips button appearing in front of menu drop down

🛠️ Fixed: Leave site prompt appearing after primary member is saved

🛠️ Fixed: Recall automations triggering for deleted appointments

🛠️ Fixed: Error relating to shared profile showing while submitting Healthpoint claims

🛠️ Fixed: Appointments not syncing to Outlook calendar

🛠️ Fixed: Error processing Stripe payments after choosing a different Stripe account

🛠️ Fixed: InvoicePDFLink merge field not populating in group SMS

🛠️ Fixed: Spaces replaced by HTML code while exporting a letter to word

🛠️ Fixed: Unable to merge client profiles

🛠️ Fixed: Clients attempting to pay on portal receiving response “please select a client”

🛠️ Fixed: ‘No Merge fields found’ displayed when accessing ‘Links to Online forms’ via available merge fields in communication templates

🛠️ Fixed: ‘Leave changes?’ prompt appears on edit invoice page when no edits are made

🛠️ Fixed: Invoices emailed to the payee are not shown in the clients profile

🛠️ Fixed: Some text removed when the note is auto-saved

🛠️ Fixed: Client portal sub menu not displaying

🛠️ Fixed: Telehealth Pro – Client joining screen not refreshing correctly after the practitioner has joined the call

🛠️ Fixed: Send SMS button producing error on client mega menu in client profile

🛠️ Fixed: Client Portal ‘Reset Password Link’ does not automatically open the reset password pop-up form

🛠️ Fixed: Automatic subscription payments failed to be processed

🛠️ Fixed: Cursor moves to the top of the content box when typing notes

🛠️ Fixed: Some emails stuck in ‘Pending’ status

🛠️ Fixed: Statements not printing clients date of birth

🛠️ Fixed: Clients able to access the client portal when its been disabled

🛠️ Fixed: Embedded client portal giving redirected too many times error message