Release Notes: July 2021

Medicare Integration Updates

We have continued work on the essential Medicare Integration updates and this month we initiated the Integration Testing process and entered the Preliminary Testing phase. This involves submitting basic production-mode transmissions to Medicare Services Australia so that they can verify that our Medicare functionality meets all of the security and data handling requirements.

In the next phase, we will receive a customised test plan to review. Finally, we will execute that test plan as part of the formal Integration testing stage.

Other Notable Changes

• 🔥New: Added the ability to adjust the visibility of Client Tasks and manage hidden tasks as well – it is now possible to view hidden tasks and restore them by making them visible again
• 🔥New: Added the ability to attach VCFs (Virtual Contact Files), a file format standard for electronic business cards, to email templates
• 👍Improved: Clients are now automatically removed from the waitlist when they are archived
• 👍Improved: Reduced data export preparation and download time
• 👍Improved: Change made to update the pricing of a 2nd session in a Session Pack when the first session gets cancelled
• 👍Improved: Removed redundant remaining value labels for Session Packs where these are not relevant
• 👍Improved: Improved Stripe payment handling to make it more resilient on very slow or intermittent internet connections
• 👍Improved: Changed booking confirmation button to read ‘Book Now’ when booking free services on portal rather than ‘Pay and Book Now’ when there is no payment fee for the service
• 👍Improved: Added a new warning message for when a practitioner is already rostered in another location at the same time
• 👍Improved: Changed the ‘System Referrer Type’ drop down so that this sorts alphabetically when creating a Referrer
• 👍Improved: Updated printed invoices to show the appointment start time next to the date
• 👍Improved: Updated session packs to no longer show any archived clients
• 👍Improved: Updated the Choose Columns menu in the Recent Referrals report to now allow Default Calendar and Referrer Fax
• 👍Improved: Shortened the invoices context menu labels to improve clarity
• 👍Improved: Improved the error message when custom SMTP credentials fail to make it more concise and helpful
• 👍Improved: Made subscription plan names more consistent with the plan names advertised on the website
• 👍Improved: Improved the advanced client search for finding clients whose appointment calendar doesn’t match their primary practitioner
• 👍Improved: Improved the function for Adding Invoices from the appointment panel to make it more resilient on very slow or intermittent internet connections
• 🛠️Fixed: Incorrect remaining sessions count in Session Packs for a small subset of users who were affected
• 🛠️Fixed: Session Packs did not allow user to change the item quantity when applied to invoice
• 🛠️Fixed: The cursor was previously removed from the field after each character when typing in the payment date inside an invoice
• 🛠️Fixed: Users were unable to create new recurring client or group appointments when a payment has already been applied
• 🛠️Fixed: If ‘Who With’ was left blank, it didn’t apply to all calendars when creating an entry on the Waitlist
• 🛠️Fixed: Appointment Reminders set in Setup > Configuration > Reminders were not applied in Client Profiles when no reminder-related change was made
• 🛠️Fixed: Login was not working for a short period after editing user login details or permissions
• 🛠️Fixed: The ‘Owing’ calculation was slightly off for discounts with 2 decimal places
• 🛠️Fixed: Invoice Total was rounding up when client discounts with 2 decimals were applied automatically
• 🛠️Fixed: The setting for ‘Automatically cancel appointments based on client’s response’ could not be disabled
• 🛠️Fixed: Client Tasks/Reminders were failing under rare circumstances
• 🛠️Fixed: Some phone numbers were appearing as “null”
• 🛠️Fixed: There were some calendar and appointment loading issues on MS Edge in certain screen sizes
• 🛠️Fixed: Improved ability to open invoices in a new tabs
• 🛠️Fixed: There was an issue with incorrect default merchant ID selection issue in Tyro
• 🛠️First name and last name were being required for businesses rather than just a Business Name
• 🛠️Fixed: Email notifications were occasionally being missed for bookings
• 🛠️Fixed: An issue with the loading animation in the Client Portal appointment booking which occurred for a specific month only and on very slow internet connections

New: Added the ability to adjust the visibility of Client Tasks and manage hidden tasks as well – it is now possible to view hidden tasks and restore them by making them visible again

New: Added the ability to attach VCFs (Virtual Contact Files), a file format standard for electronic business cards, to email templates

Improved: Clients are now automatically removed from the waitlist when they are archived

Improved: Reduced data export preparation and download time

Improved: Change made to update the pricing of a 2nd session in a Session Pack when the first session gets cancelled

Improved: Removed redundant remaining value labels for Session Packs where these are not relevant

Improved: Improved Stripe payment handling to make it more resilient on very slow or intermittent internet connections

Improved: Changed booking confirmation button to read ‘Book Now’ when booking free services on portal rather than ‘Pay and Book Now’ when there is no payment fee for the service

Improved: Added a new warning message for when a practitioner is already rostered in another location at the same time

Improved: Changed the ‘System Referrer Type’ drop down so that this sorts alphabetically when creating a Referrer

Improved: Updated printed invoices to show the appointment start time next to the date

Improved: Updated session packs to no longer show any archived clients

Improved: Updated the Choose Columns menu in the Recent Referrals report to now allow Default Calendar and Referrer Fax

Improved: Shortened the invoices context menu labels to improve clarity

Improved: Improved the error message when custom SMTP credentials fail to make it more concise and helpful

Improved: Made subscription plan names more consistent with the plan names advertised on the website

Improved: Improved the advanced client search for finding clients whose appointment calendar doesn’t match their primary practitioner

Improved: Improved the function for Adding Invoices from the appointment panel to make it more resilient on very slow or intermittent internet connections

Fixed: Incorrect remaining sessions count in Session Packs for a small subset of users who were affected

Fixed: Session Packs did not allow user to change the item quantity when applied to invoice

Fixed: The cursor was previously removed from the field after each character when typing in the payment date inside an invoice

Fixed: Users were unable to create new recurring client or group appointments when a payment has already been applied

Fixed: If ‘Who With’ was left blank, it didn’t apply to all calendars when creating an entry on the Waitlist

Fixed: Appointment Reminders set in Setup > Configuration > Reminders were not applied in Client Profiles when no reminder-related change was made

Fixed: Login was not working for a short period after editing user login details or permissions

Fixed: The ‘Owing’ calculation was slightly off for discounts with 2 decimal places

Fixed: Invoice Total was rounding up when client discounts with 2 decimals were applied automatically

Fixed: The setting for ‘Automatically cancel appointments based on client’s response’ could not be disabled

Fixed: Client Tasks/Reminders were failing under rare circumstances

Fixed: Some phone numbers were appearing as “null”

Fixed: There were some calendar and appointment loading issues on MS Edge in certain screen sizes

Fixed: Improved ability to open invoices in a new tabs

Fixed: There was an issue with incorrect default merchant ID selection issue in Tyro

First name and last name were being required for businesses rather than just a Business Name

Fixed: Email notifications were occasionally being missed for bookings

Fixed: An issue with the loading animation in the Client Portal appointment booking which occurred for a specific month only and on very slow internet connections