Release Notes: November 2021

Medicare (AU) Integration Updates

In relation to the essential Medicare Integration updates, we are continuing with the process of performing Integration Tests with an allocated Product Integration Officer from Services Australia. We have now completed nearly all of the test cases in the customised Integration Test Plan. The Product Integration team will review the tests submitted and will provide feedback on re-submitting any test cases with issues. Everything is progressing as planned and as the deadline for deploying the updated functionality is March 13 2022, we are well ahead of schedule.

Other Notable Changes

• 👍Improved: We’ve now set the default for clients’ payment history to be the date they were added
• 👍Improved: The date shown in the calendar filter now matches the local date settings
• 👍Improved: User invitation emails have now been changed so that the Reply-To email address is the Master User
• 🛠️Fixed: There was an issue with the invoice report not working if start and end date were the same
• 🛠️Fixed: Previously, removing a session pack’s expiry date made the pack inactive
• 🛠️Fixed: Telehealth button hover-overs were sometimes misplaced
• 🛠️Fixed: In certain circumstances, the Total Invoice Amount on the Appointment Panel was inconsistent with the Total Invoice Amount on the Edit Invoice screen when processing a payment
• 🛠️Fixed: Some recent SMS messages were not visible without logging in again
• 🛠️Fixed: There was an error generated when attempting to Notify Now → Practitioner
• 🛠️Fixed: Export to Xero caused an issue in cases where there are multiple clients with the same first name and the same initial of last name
• 🛠️Fixed: The Client Classification Report was including Referrers (non-clients) on the list
• 🛠️Fixed: Running the Financial → Sales Report resulted in an error in some cases
• 🛠️Fixed: The Client Portal was not loading properly in some cases, preventing booking and online form handling
• 🛠️Fixed: Attempting to view Claims created through Tyro resulted in an error
• 🛠️Fixed: Attempting to verify Medicare details sometimes resulted in an error
• 🛠️Fixed: With the Online Forms, the Annotation tools were incorrectly inactive in some cases
• 🛠️Fixed: In cases where an invoice balance was in credit, the {SystemDocumentName1} merge field showed incorrectly
• 🛠️Fixed: Google Calendar sync doesn’t wasn’t always updating for moved appointments
• 🛠️Fixed: GST was not included properly on Export to Xero when Price excludes Tax setting was used
• 🛠️Fixed: Running two Reports resulted in an error
• 🛠️Fixed: Clicking Finish on Portal Form resulted in an error
• 🛠️Fixed: Attempting /Marketing/MergeTemplate resulted in an error
• 🛠️Fixed: Images and annotations were missing when printing all notes
• 🛠️Fixed: The image submenu was not appearing in the text editor
• 🛠️Fixed: Closed session packs were not appearing in Setup > Session Packs

Improved: We’ve now set the default for clients’ payment history to be the date they were added

Improved: The date shown in the calendar filter now matches the local date settings

Improved: User invitation emails have now been changed so that the Reply-To email address is the Master User

Fixed: There was an issue with the invoice report not working if start and end date were the same

Fixed: Previously, removing a session pack’s expiry date made the pack inactive

Fixed: Telehealth button hover-overs were sometimes misplaced

Fixed: In certain circumstances, the Total Invoice Amount on the Appointment Panel was inconsistent with the Total Invoice Amount on the Edit Invoice screen when processing a payment

Fixed: Some recent SMS messages were not visible without logging in again

Fixed: There was an error generated when attempting to Notify Now → Practitioner

Fixed: Export to Xero caused an issue in cases where there are multiple clients with the same first name and the same initial of last name

Fixed: The Client Classification Report was including Referrers (non-clients) on the list

Fixed: Running the Financial → Sales Report resulted in an error in some cases

Fixed: The Client Portal was not loading properly in some cases, preventing booking and online form handling

Fixed: Attempting to view Claims created through Tyro resulted in an error

Fixed: Attempting to verify Medicare details sometimes resulted in an error

Fixed: With the Online Forms, the Annotation tools were incorrectly inactive in some cases

Fixed: In cases where an invoice balance was in credit, the {SystemDocumentName1} merge field showed incorrectly

Fixed: Google Calendar sync doesn’t wasn’t always updating for moved appointments

Fixed: GST was not included properly on Export to Xero when Price excludes Tax setting was used

Fixed: Running two Reports resulted in an error

Fixed: Clicking Finish on Portal Form resulted in an error

Fixed: Attempting /Marketing/MergeTemplate resulted in an error

Fixed: Images and annotations were missing when printing all notes

Fixed: The image submenu was not appearing in the text editor

Fixed: Closed session packs were not appearing in Setup > Session Packs