Release Notes: April 2021

It’s been another busy month here for the Power Diary Development Team. Some of the larger initiatives we’ve been working on include;

Telehealth Waiting Room

Customers using Telehealth will be pleased to learn that we have now released a waiting-room feature. This means that you’ll now see when clients have joined the session and when you’re ready, you can admin your clients to the session! See more details on setting up and using Telehealth here.

New HTML Editor

Many of you know that we have been working with a new HTML editor – call Froala. We’ve been gradually migrating customers to this and we’re pleased to say that this transition is now complete. After testing several different options, it’s great to have everyone on one consistent edit, which has improved stability and predictability for creating communications.

Medicare Integration Updates

We have several team members working on updates which are mandated by Medicare in Australia. These are not due for some time yet but we would much rather have them ready ahead of time.

New Tyro HealthPoint Integration

Although we started the Tyro integration last year, this was put on hold due to other initiatives which were prioritised to help our customers through the pandemic restrictions. We’ve recently been working on this again and we’re pleased to say that our Tyro HealthPoint integration in Australia is now done and waiting on final approval.

Other Important Updates

🔥New: We’ve added 90 and 120 minutes options for “Display Start Times Every” X minutes on the Client Portal
🔥New: We added new merge fields of {RecipientSalutation} and {GroupAppointmentName} to use in communications
🔥New: We added an ‘EmailedOn’ column in the Invoices & Payments report grid so that you can see that option
🔥New: To help you see data by location, we added ‘Client State’ and ‘Client Postcode’ as optional columns in all client reports that contain client names
🔥New: We added ‘Client Type’ and ‘Saleable Category’ as optional columns in the Sales report to give more granular data and insights
🔥New: We are gradually rolling out a new Calendar Selector for customers with more than a few calendars. For this group, we added a new Hover-Over function on the calendar Mega-Menu, and improved the Mega-Menu view for businesses with lots of calendars
🔥New: We added log entries for Forms to indicate that a notification was sent when a form was submitted
🔥New: We created a default ‘Book Now’ fallback button for embedded Client Portal for situations when privacy settings don’t allow the full portal to be loaded
🔥New: We now show existing payments for a client on the Appointment Panel
👍Improved: We’ve made performance improvements to increase the speed of data exports – it’s up to 10x faster now
👍Improved: We’ve improved our handling of special characters in file names
👍Improved: We’ve made the ‘Who to notify’ section more prominent in the Form Designer, and it now defaults to the ‘Client’s Primary Practitioner’ for new templates
👍Improved: We’ve enabled the mouse scroll on the Appointment Panel for the Services list when adding a Service
👍Improved: The first day of the week is now consistent in the date pickers across the application
👍Improved: We’ve made improvements to preserve the styles set when sending emails from a Client profile
👍Improved: We’ve improved the consistency of line spacing when letters are exported as Word documents or PDF files
🛠️Fixed: There was an issue with online form email notification not being sent under some circumstances – this is now fixed
🛠️Fixed: There were some circumstances where the reset password link was not working – this is now fixed
🛠️Fixed: When using SMS Bulk Send, there was an issue preventing the Online Form Links from working properly – this is now fixed
🛠️Fixed: We removed the option to select letter templates under ‘Bulk Send’ as this function was not intended to send bulk letters, only bulk SMS messages and emails
🛠️Fixed: There were some issues with the permissions for the Communication Menu and Access All Client Correspondence – this is now fixed

New: We’ve added 90 and 120 minutes options for “Display Start Times Every” X minutes on the Client Portal

New: We added new merge fields of {RecipientSalutation} and {GroupAppointmentName} to use in communications

New: We added an ‘EmailedOn’ column in the Invoices & Payments report grid so that you can see that option

New: To help you see data by location, we added ‘Client State’ and ‘Client Postcode’ as optional columns in all client reports that contain client names

New: We added ‘Client Type’ and ‘Saleable Category’ as optional columns in the Sales report to give more granular data and insights

New: We are gradually rolling out a new Calendar Selector for customers with more than a few calendars. For this group, we added a new Hover-Over function on the calendar Mega-Menu, and improved the Mega-Menu view for businesses with lots of calendars

New: We added log entries for Forms to indicate that a notification was sent when a form was submitted

New: We created a default ‘Book Now’ fallback button for embedded Client Portal for situations when privacy settings don’t allow the full portal to be loaded

New: We now show existing payments for a client on the Appointment Panel

Improved: We’ve made performance improvements to increase the speed of data exports – it’s up to 10x faster now

Improved: We’ve improved our handling of special characters in file names

Improved: We’ve made the ‘Who to notify’ section more prominent in the Form Designer, and it now defaults to the ‘Client’s Primary Practitioner’ for new templates

Improved: We’ve enabled the mouse scroll on the Appointment Panel for the Services list when adding a Service

Improved: The first day of the week is now consistent in the date pickers across the application

Improved: We’ve made improvements to preserve the styles set when sending emails from a Client profile

Improved: We’ve improved the consistency of line spacing when letters are exported as Word documents or PDF files

Fixed: There was an issue with online form email notification not being sent under some circumstances – this is now fixed

Fixed: There were some circumstances where the reset password link was not working – this is now fixed

Fixed: When using SMS Bulk Send, there was an issue preventing the Online Form Links from working properly – this is now fixed

Fixed: We removed the option to select letter templates under ‘Bulk Send’ as this function was not intended to send bulk letters, only bulk SMS messages and emails

Fixed: There were some issues with the permissions for the Communication Menu and Access All Client Correspondence – this is now fixed

It was also another busy month for recruiting as we are looking for more developers to join Power Diary.