Notable Changes

• 🔥

  New: Automations – choose between three different automation types:

• Invoicing (unpaid invoice) – Based on invoices that do not have a full payment applied. Actions will be addressed to the payee of the invoice.
• Post-appointment – Based on appointments that have occurred in the past.
• Client Recall – Based on the client’s last appointment when they have no future appointments booked.
• Set the conditions that must be met for the automation to be triggered.
• Choose one or more actions to happen when the automation is triggered: SMS, Email or Task.


• 🔥

  New: NDIS Bulk Upload report [AUS only]

• 🔥

  New: Apply formatting to the text in the note multiple-lines field and form information field

• 🔥

  New: Data Export option added for client diagnoses

• 👍

  Improved: Show a record of emailed notes, forms, files, and invoices sent to contacts in the client’s profile

• 👍

  Improved: Remove the “logo not found” error when printing note/form in an account with no logo uploaded

• 👍

  Improved: Give feedback back completing note/form on uncompleted required fields

• 👍

  Improved: Option to make the annotate a chart field mandatory for forms/notes

• 👍

  Improved: New look for 2FA input page on login

• 👍

  Improved: New look for password reset page on login

• 👍

  Improved: New look for new user registration page

• 👍

  Improved: Removed client specific options from group appointment right-click menu

• 👍

  Improved: Updates reports terminology to use practitioner in place of calendar

• 👍

  Improved: Show attachment name for sent emails

• 👍

  Improved: Toggle to view availability that have ended

• 👍

  Improved: Use the business email address as the “from” address when emailing a letter as an attachment when no template is selected

• 👍

  Improved: Location place of service added to locations [US accounts only]

• 👍

  Improved: Separated template lists by template type under the relevant header (e.g. SMS/letter/email)

• 👍

  Improved: Relabelled client setting “Subscribe to Communication” to be “Receives Marketing”

• 🛠️

  Fixed: Line breaks not showing for historical notes

• 🛠️

  Fixed: ‘Connect To Stripe’ button leads to an error page

• 🛠️

  Fixed: Error trying to pay for an invoice via the {InvoicePdfLink} merge field

• 🛠️

  Fixed: Recently deactivated templates showing for selection in automations

• 🛠️

  Fixed: Merge fields do not populate in the email selected for letter attachment

• 🛠️

  Fixed: Automation sent for deleted invoices

• 🛠️

  Fixed: User profiles – Set Password button not working

• 🛠️

  Fixed: UI shifts when scrolling past text formatting field on apple devices

• 🛠️

  Fixed: Save button disabled when editing a user

• 🛠️

  Fixed: Practitioners cannot access uploaded files for their own clients

• 🛠️

  Fixed: Reminders and automations sent to archived and deleted clients

• 🛠️

  Fixed: Invoice automation is sending to client instead of payee

• 🛠️

  Fixed: Physitrack link in client mega menu not opening in new tab

• 🛠️

  Fixed: NDIS Bulk upload displays wrong NDIS number in the reports

• 🛠️

  Fixed: Attempting to bulk send to many recipients results in an internal error

• 🛠️

  Fixed: Residential address does not populate on DVA Allied Health claim for a client

• 🛠️

  Fixed: NDIS Bulk upload report includes deleted invoices in the report

• 🛠️

  Fixed: Client files cog menu does not open after a file has been edited

• 🛠️

  Fixed: Delay in typing notes for long templates on some devices

• 🛠️

  Fixed: Duplicate client profile created despite profile with same details existing due to different mobile number formatting

• 🛠️

  Fixed: Unspecified error when booking client appointment

• 🛠️

  Fixed: HTTP exception when deactivating a practitioner

• 🛠️

  Fixed: Internal Error creating new or editing existing invoices

• 🛠️

  Fixed: Appointment status not updated with clients reply to cancel

• 🛠️

  Fixed: Subscription page does not reflect custom subscription price

• 🛠️

  Fixed: NDIS Bulk Upload reports generates error upon selecting the current date as end date

• 🛠️

  Fixed: Information field content not exported in Data Export

• 🛠️

  Fixed: Empty home phone field being passed to Medicare for claimants causing an error