Release Notes: October 2024
Notable Changes
🔥 New: Shared Profiles – add multiple clients as members to a shared profile to manage shared sessions, note taking, and invoicing
🔥 New: Pre-appointment Automations – automated email, SMS, or tasks to be created based on criteria for upcoming appointments
🔥 New: Filter Clients by Date Added
🔥 New: Added Source column to Appointments report to see if created via portal or calendar
👍 Improved: Added logging when the client’s default insurance is changed
👍 Improved: Updated to the latest version of React [Technical]
👍 Improved: Updated optional add-ons page to include Telehealth Pro information
👍 Improved: Clients must be logged in to the portal to use and save stored card details when paying via the invoice pay link
🛠️ Fixed: Client profile header “Profile details” not showing
🛠️ Fixed: Telehealth Plus+ showing patients name in the name field when opening the call as a practitioner
🛠️ Fixed: Quick tips link on Form Designer pointing to incorrect knowledge base article
🛠️ Fixed: Forms not showing in client profiles
🛠️ Fixed: Client Portal goes blank after clicking Book an Appointment Button
🛠️ Fixed: NDIS Bulk Upload not loading/populating
🛠️ Fixed: Attempting to take a Stripe or Tyro Payment results in error
🛠️ Fixed: Client trying to join Telehealth with Practitioner gets blank client portal screen
🛠️ Fixed: Forms with the linked profile fields for insurance appear blank for US insurance
🛠️ Fixed: Times showing in date fields for invoices printed via the client portal
🛠️ Fixed: Unable to see Medicare claiming option on edit invoice page
🛠️ Fixed: Inactive client statuses are shown in the status list on client profile
🛠️ Fixed: Starting an existing Telehealth session leads to “Page Not Found”
🛠️ Fixed: Unable to remove clients from recurring group appointments
🛠️ Fixed: Quick tips button appearing in front of menu drop down
🛠️ Fixed: Leave site prompt appearing after primary member is saved
🛠️ Fixed: Recall automations triggering for deleted appointments
🛠️ Fixed: Error relating to shared profile showing while submitting Healthpoint claims
🛠️ Fixed: Appointments not syncing to Outlook calendar
🛠️ Fixed: Error processing Stripe payments after choosing a different Stripe account
🛠️ Fixed: InvoicePDFLink merge field not populating in group SMS
🛠️ Fixed: Spaces replaced by HTML code while exporting a letter to word
🛠️ Fixed: Unable to merge client profiles
🛠️ Fixed: Clients attempting to pay on portal receiving response “please select a client”
🛠️ Fixed: ‘No Merge fields found’ displayed when accessing ‘Links to Online forms’ via available merge fields in communication templates
🛠️ Fixed: ‘Leave changes?’ prompt appears on edit invoice page when no edits are made
🛠️ Fixed: Invoices emailed to the payee are not shown in the clients profile
🛠️ Fixed: Some text removed when the note is auto-saved
🛠️ Fixed: Client portal sub menu not displaying
🛠️ Fixed: Telehealth Pro – Client joining screen not refreshing correctly after the practitioner has joined the call
🛠️ Fixed: Send SMS button producing error on client mega menu in client profile
🛠️ Fixed: Client Portal ‘Reset Password Link’ does not automatically open the reset password pop-up form
🛠️ Fixed: Automatic subscription payments failed to be processed
🛠️ Fixed: Cursor moves to the top of the content box when typing notes
🛠️ Fixed: Some emails stuck in ‘Pending’ status
🛠️ Fixed: Statements not printing clients date of birth
🛠️ Fixed: Clients able to access the client portal when its been disabled
🛠️ Fixed: Embedded client portal giving redirected too many times error message