Release Notes: March 2024
Notable Changes
- 🔥New: Appointment Location filter added to client advanced search
- 🔥New: US only: Additional fields to record client’s insurance information
- 🔥New: US only: Option to record business and practitioner’s Tax ID as either EIN or SSN
- 👍Improved: Appointment reminders automatically disabled for archived profiles or profiles pending deletion
- 👍Improved: UI Updates: Side navigation menu colours, Notifications, Appointment hover styling
- 🛠️Fixed: Internal error saving a resource for an appointment
- 🛠️Fixed: Practitioner mobile number containing a hyphen not saving
- 🛠️Fixed: Australian mobile number starting with 05 not accepted as valid
- 🛠️Fixed: NDIS Bulk upload report not displaying correct cancellation reason
- 🛠️Fixed: File uploads not saving due to incorrect date format for locale
- 🛠️Fixed: Online forms with a file upload field do not load in the portal
- 🛠️Fixed: Appointments with titles exceeding 255 characters not syncing from Google Calendar into PD
- 🛠️Fixed: Clicking Finish for online form not saving it as completed
- 🛠️Fixed: Automatic appointment reminders failing to send to contact who has the same mobile number as the client
- 🛠️Fixed: Duplicated error notifications when statement custom text exceeds maximum character limit
- 🛠️Fixed: Invoice line discount dropdown not opening on mobile device
- 🛠️Fixed: Internal error saving notepad with no content
- 🛠️Fixed: Internal error saving an appointment after changing the service
- 🛠️Fixed: Recurring an appointment for multiple days in the week not obeying the number of recurrences specified
- 🛠️Fixed: Available location not showing in client portal when it is set to starts and end on the same date
New: Appointment Location filter added to client advanced search
New: US only: Additional fields to record client’s insurance information
New: US only: Option to record business and practitioner’s Tax ID as either EIN or SSN
Improved: Appointment reminders automatically disabled for archived profiles or profiles pending deletion
Improved: UI Updates: Side navigation menu colours, Notifications, Appointment hover styling
Fixed: Internal error saving a resource for an appointment
Fixed: Practitioner mobile number containing a hyphen not saving
Fixed: Australian mobile number starting with 05 not accepted as valid
Fixed: NDIS Bulk upload report not displaying correct cancellation reason
Fixed: File uploads not saving due to incorrect date format for locale
Fixed: Online forms with a file upload field do not load in the portal
Fixed: Appointments with titles exceeding 255 characters not syncing from Google Calendar into PD
Fixed: Clicking Finish for online form not saving it as completed
Fixed: Automatic appointment reminders failing to send to contact who has the same mobile number as the client
Fixed: Duplicated error notifications when statement custom text exceeds maximum character limit
Fixed: Invoice line discount dropdown not opening on mobile device
Fixed: Internal error saving notepad with no content
Fixed: Internal error saving an appointment after changing the service
Fixed: Recurring an appointment for multiple days in the week not obeying the number of recurrences specified
Fixed: Available location not showing in client portal when it is set to starts and end on the same date