Release Notes July 2024

Notable Changes

🔥 New: User Settings:

🔥 New: US Claiming: Add Insurance Authorizations for clients

🔥 New: Add a Stripe account per practitioner:

Option to add a Stripe account for each practitioner
User permission to allow a user to connect their practitioner profile to connect to their Stripe account
Save and view card details in the clients profile for multiple Stripe accounts

🔥 New: Automatic statement generation and sending:

🔥 New: In-app option to change to the new Starter and Power subscription plans

👍 Improved: Remain in context of the practitioner when accessing available services via the Practitioner menu

🛠️ Fixed: JSON error returned attempting to email receipt via portal

🛠️ Fixed: M icon on appointment panel is not linking to create Medicare [AUS] claim page

🛠️ Fixed: Overdue account producing exception upon login

🛠️ Fixed: Client mega menu items sometimes unresponsive on Chrome

🛠️ Fixed: Unable to book and no error presented when word limit reached on notes in client portal

🛠️ Fixed: Unable to open location dropdown in appointment panel on mobile

🛠️ Fixed: Unable to alter the approval toggles for a stored Medicare claim

🛠️ Fixed: Unable to swap into connected child accounts from parent account

🛠️ Fixed: Clearing the invoice due date input field for invoicing settings results in error

🛠️ Fixed: Unable to convert or update card details used for subscriptions

🛠️ Fixed: Duplicate invoices created by clicking “create invoice” twice on appointment panel

🛠️ Fixed: Accessing the client billing page results in error

🛠️ Fixed: Tax rate picked up from service instead of pack

🛠️ Fixed: Calendar filter includes deleted notes

🛠️ Fixed: Access denied when attempting to email invoices from appointment for user with edit invoice permission

🛠️ Fixed: Advanced search filter not obeying ‘No Future Appointments’ filter

🛠️ Fixed: Aged Receivables report it not picking up invoices on the date filtered

🛠️ Fixed: Emailing invoices result in error “Failed to generate invoice as PDF”

🛠️ Fixed: ‘Log Out’ button that shows on Xero Export page after 24+ hours without 2FA does not work

🛠️ Fixed: HTTP exception trying to access insurer page for practitioner profile

🛠️ Fixed: Appointment log not showing full history

🛠️ Fixed: Group appointment max participant does not allow free-typing

🛠️ Fixed: Appointment date and invoice date not matching on printed invoice

🛠️ Fixed: Service/Product names not populating on invoices when printed

🛠️ Fixed: List of appointments note displaying in clients profile

🛠️ Fixed: Error encountered while attempting to disconnect Google mail server

🛠️ Fixed: User without access client invoices and payments permission could see client Invoices menu item in right click menu