Release Notes: March 2025

Notable Changes

🔥 New: Permission for Accessing Referrers and Third Parties

• A new permission has been introduced to separate access to referrer and third party profiles from the People Menu permission. This gives control to users to determine who can add, search, and access the profile for these profile types.

🔥 New: Link to start a Telehealth call via the client’s upcoming appointments list in the Client Portal

🔥 New: New portal setting to choose whether to show client’s upcoming appointments, separate from the online booking option

🔥 New: Redirecting clients from Telehealth Lite links to Telehealth Zoom links automatically – will happen if there is an appointment with Telehealth Zoom enabled that is within 30 minutes of the current time.

🔥 New: Client Forms Report – report on forms created or completed within a specified period of time

👍 Improved: Updated printed invoice styling

👍 Improved: Updated UI and saving functionality of the practitioners Weekly Availability page

👍 Improved: Ability to start a TH Zoom call from appointment hover card

👍 Improved: Notification when opening the portal with unsaved portal settings

🛠️ Fixed: ‘Request to join waiting list’ link showing on client portal unexpectedly

🛠️ Fixed: Cursor jumping in note session field

🛠️ Fixed: Service linked to inactive location not showing as available on the portal

🛠️ Fixed: Korean date format displaying improperly

🛠️ Fixed: The calendar reverts to “All Locations” when navigating away and returning to the main calendar

🛠️ Fixed: Unable to reorder sections in Notes/Forms Designer

🛠️ Fixed: Tyro terminal status not displayed

🛠️ Fixed: Choosing a date without specifying the time leading to an error booking the group on the portal

🛠️ Fixed: Waitlist goes blank when a client is dragged/dropped

🛠️ Fixed: Statement automation email sent to referrer profiles

🛠️ Fixed: Session notes displaying incorrect appointment times in select list

🛠️ Fixed: Unable to process Tyro payments as it is unresponsive

🛠️ Fixed: New Item line getting deleted after clicking on ‘Add Item’ while creating invoices

🛠️ Fixed: “Move to the next appointment” does not work in the appointment context menu

🛠️ Fixed: Unable to add a 3rd party from New invoice modal

🛠️ Fixed: Dropdown boxes for CC on emails or Diagnoses on invoices/client profiles do not respond correctly on iOS devices

🛠️ Fixed: Client portal email case sensitive in UK/US environments

🛠️ Fixed: Merging old to new clients defaults back to client search dropdown box

🛠️ Fixed: Using note templates results in a blank screen

🛠️ Fixed: Invoices showing ‘Changes may not be saved’ prompt even with no changes made

🛠️ Fixed: Deleting an appointment from the client profile list does not always hide it immediately