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Client Portal Update
Zanda Health
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Release Notes: July 2023

Release Notes: July 2023

Notable Changes

  • 🔥New: Gender Identity, Sex, pronouns:
  • Record client’s gender identity, sex, pronouns, and notes about their identity on their profile page
  • Linked profile fields for forms to capture the client’s gender identity, sex, pronouns
  • Client’s pronouns and identity notes shown in the mega menu
  • Communication merge fields added for sex and gender identity
  • Advanced search filters based on sex and gender identity
  • 🔥New: Upload users signature to merge into email and letters
  • 🔥New: Telehealth+: Expire link warning when clients access an old TH+ link
  • 🔥New: Clients in Irish accounts will receive SMS from a single number
  • 👍Improved: Increased maximum character size for invoice internal notes field to 2000
  • 👍Improved: View and reactivate inactive communication templates
  • 👍Improved: Updated look of the main Power Diary header
  • 🛠️Fixed: Rosters starting 3 months in the future weren’t considered when showing client portal availability
  • 🛠️Fixed: Clients DOB and gender was pre-populated on a new contacts profile
  • 🛠️Fixed: Internal error creating a new client
  • 🛠️Fixed: Error accessing the list of users
  • 🛠️Fixed: Stripe payment modal showing validation policy text unnecessarily
  • 🛠️Fixed: TH+ Mobile Speaker view not displaying correctly
  • 🛠️Fixed: Error adding client’s credit card details
  • 🛠️Fixed: Error trying to delete a client profile
  • 🛠️Fixed: Unable to access ‘update recurring appointment’ pop-up if recurring appointment’s location is updated when scheduled in unrostered time
  • 🛠️Fixed: Logs do not show actual Stripe payment amount processed via appointment panel
  • 🛠️Fixed: Switch off ‘Archived’ from Advanced Search was not unarchiving the profile
  • 🛠️Fixed: All SMS in a batch not sent if a single SMS failed validation
  • 🛠️Fixed: Medicare payment reports not processing
  • 🛠️Fixed: Error accessing payment report
  • 🛠️Fixed: “Batch Submit All Prepared Claims” does not submit claims
  • 🛠️Fixed: Saving an alert note in client’s profile requires the ‘Save Changes’ button to be clicked twice

About Zanda Team

The Zanda Team is dedicated to helping healthcare practitioners streamline their practice management. With deep expertise in allied health workflows, we create resources to help you focus on what matters most - your patients.