Release Notes

We've renamed the "Client Entered" column to "Client Created" in the recent referrals report to better clarify what this field displays.

You can now upload files and images directly in practice hive chats, making it easier to share information securely with other Zanda users in the account.

Stripe Payment Handling
We now prevent duplicate payments by notifying clients when they attempt to pay an invoice in a second tab after it's already been paid in another tab.

You can now automate sending receipts for invoices that are fully paid using the Invoicing automation type for Paid Invoices. Learn how to set this up here.

We've added the Provider Number field on referrer profiles for all regions so that you can capture their professional registration number in their profile if needed. 

You can now export the AI Scribe Usage report to CSV, Excel, PDF, or print it - making it easy to share, analyze, and track usage trends over time.

You can now choose to filter the New Client automation by the client's primary practitioner allowing you to send tailored communications based on their provider.  

• Editing Note/Form Templates
  Resolved an issue on Mozilla browsers that prevented users from highlighting text or moving the cursor within text fields on note and form templates.
• Recent Referrals Report
  We've corrected the date shown in the Client Entered field to reflect the date the client was added into Zanda as expected. 
• Adding Client Diagnosis
  We've made some improvements to the loading of diagnosis codes when adding a new diagnosis to the clients profile. 
• Message Someone
  We've resolved the Message Someone button not responding when viewing the Team Chat in the practice hive.

• Telehealth Pro Call Reset
  We've resolved an issue that occurred on 20th July with resetting some accounts monthly count of 4 free Telehealth Pro calls. 
• Session Pack Pricing
  We've resolved the changes to client session pack pricing not being saved. 
• BizzyAI Scribe Note
  We've resolved some cases where a transcript was being recorded but the note could not be produced.
• Viewing Payments
  We've resolved the payment list freezing for users with certain permission sets.

• Payment Date Applied
  We've resolved the payment date applied being updated when the invoice was saved. 
• Client Appointments List
  We've resolve the client appointment list not loading when an associated invoice had a negative item quantity value.
• BizzyAI: Scribe Usage
  We've resolved a connection error with transcribing.

• HealthPoint Search
  we've resolved the search on HealthPoint not loading for some users. 
• Calendar Display
  We've resolved the calendar not displaying appointments as expected when there is no availability scheduled.

We've resolved the primary practitioner selection not being obeyed when adding a new contact or shared profile via the people menu.

• Medicare Claims
  We've resolve the "Accept Non-Fatal Warnings" toggle bot being obeyed when saving or submitting a patient claim.
• US Claims Field 33
  We've updated field 33 on US Claims to ensure it is being populated with practitioners real name rather than the business name.
• InvoicePDFLink
  We've resolved the amount to pay showing on this link to ensure it picks up the owing amount, and that the paid/unpaid tag accurately reflects the invoice status.

• Resource Availability
  We've resolved an issue in some cases where a resource item was showing as unavailable despite not being linked to any appointments in that time. 
• Note Formatting
  For users on a MacBook editing client notes the bold formatting was not visible - this has been resolved. 
• Invoice Merge Field
  We've resolved an issue with the {InvoicePDFAttachment} merge field not populating for emails not send directly linked to an invoice. 
• Open in New Tab
  We've resolved an issue preventing opening some links in a new tab.
• Team Chat Time
  We've resolved an incorrect sending time shown for the chat in the practice hive.

We've decreased the size of the margins on the printed invoice to give more room for displaying long email addresses.

• Appointment Panel Rounding
  We've corrected the rounding on the appointment panel when dealing with prices with three decimals.
• Availability Override
  In some cases the availability override was not showing when dragging an appointment into an unavailable time, this has now been resolved.

The time finder was affected by the minimum gap between appointments setting used for client portal bookings. This has been corrected to ensure that times shown in time finder on the calendar do not take this setting into account.

• Team Chat Date
  We've corrected the date shown for team chats so that it reflects the date of your account time zone.
• Client Menu Links
  We've resolved the links in the client menu appearing as purple after you had visited the page.
• Visiting Multiple Client Portals
  We've made some improvements to the handling of sessions when visiting multiple client portals for different Zanda accounts in the same browser to ensure clients can book without issue.
• Spaces in Usernames
  We've removed leading and trailing spaces in usernames to resolve an issue with logging in for these users.

We performed maintenance for our AU database resulting in a faster experience while using Zanda.

We've resolved an issue with the session pack reverting to 'Charge per Session' after updating the pack expiry in the client profile.

• Appointment Hover Card
  We've resolved an issue with viewing the appointment hover card for a user that doesn't have access to Show All Appointments when hovering over an appointment they can view. 
• Text Wrapping
  We've resolved an issue with long text in the Information field for forms not wrapping correctly.

We've updated the colors of the chips in the profiles that represent the profile type (e.g. client, referrer, shared, contact, third party) to provide more distinction.

• Reporting on Paid invoices
  We've updated the Sales and Invoices & Payments report to consider an invoice with a $0 value as paid when filtering for Paid Invoices, rather than showing for Unpaid invoices.
• Exporting Blank Reports
  We've resolved an issue with the Excel export loading indefinitely when trying to export a report with no rows.

The practice hive now includes a dedicated area for secure instant messaging with other users in your Zanda account. Learn more about using team chat here.

We've improved the messaging when transcribing on a mobile or tablet device to make it clear that you must remain on the page to continue transcribing. This is to prevent moving to a different tab in the browser, or app, and having the transcription not pick up your sound. 

• Transcribing on Desktop
  We've resolved an issue preventing transcribing on a desktop device when the browser window was not maximised.
• Email Processing
  We've fixed a delay with sending emails that was affecting emails sent in a specific period of time.
• Viewing Client Balance
  We've resolved an issue with the currency symbol in UK accounts when viewing the client account balance in the appointment.

We've expanded the Client Type condition to the pre-appointment, post-appointments, and recall automations to give you the ability to set up automations for specific clients.

• Bullet Lists
  We've updated the printed note and form view to properly display bullet lists.
• Puerto Rico SMS
  We've updated our sending library to support sending SMS to Puerto Rican mobile numbers form US accounts.
• Client Forms Report
  We've resolved an issue with deleted forms showing in the client forms report. 
• Waitlisted Clients
  We've resolved an issue with removing clients from the waitlist when viewing clients that match a cancelled spot. 
• Repeated notifications
  We've resolved an issue with notification messages showing multiple times.

Using the Bulk Update tool you can now add or remove client's assigned practitioners in bulk - making switching case loads as easy as a few clicks. Learn more about this tool here.

• Calendar Filter
  We've resolved the filtering so that deleted invoices are not recognised when filtering for appointments with an invoice. 
• Group Participants
  We've resolved an error when updating the group maximum participants count.

Using the Bulk Update tool you can now update client's primary practitioner in bulk - making switching case loads as easy as a few clicks. Learn more about this tool here.

We've improved the appointment booking experience for contacts acting on behalf of linked clients. In accounts where clients can only book with their assigned practitioners, contacts will now see both their own and the client’s assigned practitioners - making it easier to ensure the right person is booked with the right practitioner.

We've made some improvements to the colour scheme when viewing notes and forms in the client's profile.

We've resolved an issue with some portal booking settings not saving when your client portal did not have online bookings enabled.

Task communication options are now grouped by type (Email, SMS, Letter) to help you find the right one faster.

• Sorting Reports
  Numerical columns in reports now sort correctly, making it easier to find the data you need.
• Opening Downloaded Documents
  An issue with opening downloaded Microsoft formatted files has been resolved.
• Duplicating Session Notes
  We've improved the responsiveness when duplicating a session note on an iOS device.

We've added a notification when transcribing on mobile devices to make it clear that leaving the page will stop the transcription.

We've resolved an error that was occurring when running the appointments report filtered by Referrer Source.

Outlook calendar sync is now faster - changes update within seconds for a smoother experience.

• Tyro Refund
  We've resolved an issue with editing the amount when processing a Tyro refund.
• Medicare Payment Report (AU)
  We've resolve an issue with fetching the payment status report for some Medicare claims.
• Setup Wizard
  We've resolved an issue with the setup wizard not being displayed when landing in a new trials account in some scenarios.

We've added the client profile number column to the report under Reports > Financial > Sales to allow for exporting the data without including identifying client details.

Archived profiles now display an icon next to the client’s name in the menu, making it easy to identify at a glance - no matter where you are within the client profile.

• Practice Manual Font
  We've resolved an issue with the font size changing when viewing the practice manual versus editing it.
• Retention Report Sorting
  We've resolved an issue with filtering by the appointment count in the client retention report.
• Waitlist SMS Panel
  We've resolved an issue with closing the SMS Panel after viewing it in the waitlist.

The post-appointment automation now has a condition for the appointment's telehealth status - allowing you to target client communication more accurately.

We've removed "cancellation" as a trigger word in SMS replies to prevent unintended appointment cancellations.

We've added an alert to let you know if no audio is detected for 15 seconds during transcription, helping you catch any microphone issues early.

We've added a filter for client's to easily view all paid or unpaid invoices when logged in to their client portal invoices page. 

We've improved the display of waitlist tags and updated the positioning of the bulk send and remove buttons to improve usability.

The pre-appointment automation now has a condition for the appointment's telehealth status - allowing you to target client communication more accurately.

• Dashboard Payments
  We've made an update to the way the payment amount is calculated for a practitioner to ensure it considers the client's primary practitioner for unallocated payments, or the invoicing practitioner for payments assigned to an invoice.
• Filtering Reports
  We've improved the report filtering so that filtering by "does not contain" will include empty rows in the results.
• Invoice Image
  We've resolve an issue with uploading a new image for your invoices.
• US Claiming
  We've resolve some errors that were being returned unexpectedly when attempting to submit a claim.
• Online Booking Notifications
  We've resolve an issue affecting some accounts where the notification for bookings via the client portal weren't being emailed to the practitioner.

We've made some improvements to the calendar syncing for Google and Outlook to handle temporary errors and retry syncing an appointment if it does fail.

We've updated the criteria for when a manual reminder can be sent for an appointment to allow it up until the appointment end time is reached - so that you can easily share information such as the location or telehealth link for clients that are running late.

We've resolved an issue when adding a new group appointment in which the max participants field was being pre-set based on the last group interacted with. 

• Client Advanced Search List
  We've resolved an issue with the columns selected in the advanced search not being saved and obeyed when exporting the list.
• Appointments Report
  We've resolved an issue with the columns selected in the appointments report not being saved and obeyed when exporting the report.
• Google Calendar Notes
  When syncing an appointment to Google and Outlook calendar the appointment comments will be included.
• Saving Letters and Emails
  We've resolved an issue with saving a letter or email after a period of inactivity on the page. 
• Dashboard Practitioners List
  We've improved the practitioner list to only show active practitioners. 
• Medicare Claiming
  We've resolved an error that was occurring when submitting a Medicare claim regarding an invalid string.

We've released an update to automatically toggle Telehealth on or off when dragging the appointment into a location with a different location type to reflect the expected telehealth status.

• Group Maximum Participants
  We've resolved the error when trying to add more participants to a group that had participants with a non-attendance status to ensure that they were not counted towards the maximum participant count.
• Waitlist Text
  We've improved the styling of some text when adding a client to the waitlist to ensure it matches the expected font size.

You can now filter your invoice automations based on the client's classifications - giving you greater control over the type of communication sent to each client.

We've improved the logging for new user registrations to ensure the activity is recorded in the log file of the account the user is registering with.

You can now filter your recall automations based on the client's classifications - giving you greater control over the type of communication sent to each client.

For shared profiles on the waitlist we have added the primary members mobile number to display in the mobile column and also have linked them to receive SMS sent to the shared profile from the waitlist so that you can quickly contact the right person about potential appointments.

• Authentication
  We've resolved an issue with some users being logged out after a short period of time.
• Uploading Files
  We've resolved an issue with uploading files and images to communications.

The practice hive now shows release notes so that you can easily see the latest developments at Zanda. Learn more about release notes here.

• Template fonts
  We've fixed an issue with the information field text having a different font size and color to the other fields on the note/form. 
• Field Formatting
  We've fixed an issue with some unexpected styling when editing a communications, notes, and forms.

You can now filter your post-appointment automations based on the client's classifications - giving you greater control over the type of communication sent to each client.

We are adding an entry in the log file when a user views the practice hive - enabling you to audit user activity in the account.

A display option for checkboxes has been added to note and form templates when using a multiple value field - allowing you more customisation in how you present options to clients. See how to set this up for forms here, and for notes here.  

We’ve updated the locale Dutch(Curacao) to use the new XcG currency.

We updated the text on the prompt you see when starting a telehealth call when there are no remaining free Pro calls remaining to simplify the wording.

You can now choose to block clients from making new appointments on the portal, separate to blocking users from making appointments for the client in the calendar - giving you more control over. Learn more here.

We’ve updated the look of the client’s Billing Setup page to match our new branding.

We found that new trial accounts had the portal invoices page enabled by default - we’ve changed this so that the portal is off unless activated by the user so that they stay in control of whether their portal is accessible or not.

• Practice Hive Notifications
  Fixed an issue where the practice hive was showing two unread notifications even after all notifications had been read.
• Card Expiry
  We’ve fixed an issue with some cards stored for subscription payments having the expiry date year stored as 19– instead of 20–.
• Waitlist Date
  We’ve fixed an issue on the waitlist where the waiting since date did not remain as selected  when a client was added.
• Service Order for Recurring Appointments
  The order of the services will now remain the same for recurred appointments with a session pack. 
• Medicare Field on Forms
  When filling out an online form with Medicare card fields on a mobile device the alignment of the expiry fields are now left aligned with the rest of the form.

• Viewing Notes on Mobile
  We’ve fixed an issue with the text formatting icons showing when scrolling through a client's notes on mobile.
• Saving Client Card
  Client card details will only be saved to their profile when they make an online payment when they are logged in to the portal and choose to store the card details to their profile.

• Loading Client Emails
  We have fixed an error occurring for some clients that occurred when loading an email preview or their email activity pages.
• Configuring Google Sync
  An error viewing the Google Sync page for some practitioners was resolved. 
• Connecting to BizzyAI: Scribe
  A spike in BizzyAI: Scribe usage caused temporary connection issues - we’ve raised the limit, and transcriptions will now work without errors.

When exporting the Activity Summary report to Excel all sections in the report will be included in the file.

When making a new trial account we seamlessly redirect you to the appropriate server based on your chosen location.

All communication merge fields that previously referenced Diary have been updated to reference Practitioner to standardise the language throughout the app.

When saving the client classifications page you’ll now see a confirmation that the change has been saved.

The Session Pack Expiry report has been renamed to Session Pack report with some updates to the labels to standardize the language used throughout reports.

When uploading a file that is 5MB or more to an email or letter we will now show a specific error to notify you that the size exceeds the maximum.

The Client Forms report now includes a direct link to the client profile, and a clearer link to access their forms page so that you can get to where you want quickly.

The client number will now show without decimals when printing a report that contains this field.

We've added a new export option that lets you download your reports in Excel (.xlsx) format for easier data handling.

When sending an SMS or email from a client's profile, you'll now see their relationship to the contacts, referrers, and third parties listed. This means you can quickly and confidently pick the correct recipient - no more second-guessing!

We’ve made the client portal more intuitive by redirecting clients if they’ve picked to book with a practitioner that they can’t book with before they’ve logged in, as well as only showing locations that their practitioners are available in for portals that require clients to book with their primary or assigned practitioner.

New merge fields designed for linking the statement or superbill as a PDF for automatically created and sent statements or superbills - helping you streamline communication and save even more time! Find out more here. 

The icon to remove a client’s insurance from the invoice has been fixed and is visible again.

The link to join a Telehealth call will only show for appointments that are not cancelled in the client’s appointment list on the portal - making it easier to find the right appointment to join.

We’ve added a bit more room for the custom text in the invoice footer - improving the readability and display.

When adding a new diagnosis for a client the diagnosis description and code type will be displayed in the list, along with the code.

Session notes will now display the correct time formatting (12 or 24 hours) for appointments according to your account settings.

Previously, when online bookings were enabled for the portal the client could view their upcoming appointments. We have now separated control over whether the upcoming appointments show so that you can enable this without enabling online bookings. Learn more about how this works here. 

We’ve made some design changes on the Telehealth joining screen for clients - they will now see your account logo rather than the Zanda logo in the top left.

We fixed an issue where some pages on the client portal were accessible despite being disabled in the account portal settings.

We fixed an issue where the screen went blank after selecting to create a new client note.

Clients that join the telehealth call before the practitioner can now join the waiting room - this improves the user experience so that they can configure their call settings while they wait.

• Merging Clients
  We fixed an issue when attempting to merge client profiles.
• Weekly Availability
  Weekly availability will now allow you to save the same start and end date.
• Portal Login
  For accounts in the US and UK regions the client portal was case sensitive to client emails when registering or logging in - this has been fixed to ensure that the email is recognised regardless of the casing.

We have added a new report to view all client forms for a period of time - helping you to keep track of outstanding forms. Learn how it works here.

We’ve updated the look of the client advanced search page to match our new branding.

We fixed an issue with updating the portal home page instructions and booking terms and conditions.

• Interacting with Lists
  We fixed an issue interacting with some lists in the app that were unresponsive.
• Adding third party
  We fixed an issue when attempting to add a new third party via the Sales menu when creating an invoice.
• Scrollbar
  A second scrollbar was being displayed throughout the app - this has been removed. 
• Booking into Group Appointment
  There was an error when booking into a group appointment on the portal with an associated inactive default service - this has been fixed. 
• Move to Next Appointment
  When right clicking on an appointment and selecting “Next Appointment” you will now be taken to the next appointment in the calendar for that client. 

We’ve updated the default appointment flag colors to a palette to match our new branding.

When there’s no data to view on the client invoices, forms, or appointments page in the portal we’re now displaying a friendly message to clients.

We’ve implemented some improvements to sync new or updated appointments to your integrated calendar quickly.

We’ve updated the header bar in the app to match our new branding.

• Connecting to BYO Zoom Call
  An issue joining a call for practitioners using the Zoom BYO license has been fixed. 
• Email Sending
  An issue with emails pending to be sent from accounts in the UK and US regions has been resolved.
• Statement Automation
  We’ve fixed an issue with the statement automation email to ensure it is not sent profiles that have the referrer role.

If you’ve made changes to your portal settings we’ll now notify you if these are unchanged when you try to open the portal URL link from that page - so that you can choose to save before viewing the portal.

After reordering the clients in the waitlist the page was going blank - this has been fixed.

We’ve updated the modal (confirmation windows) in the app to match our new branding.

• Tyro Terminal Status
  The status of the Tyro terminal will now be visible when viewing the terminal information.
• Reordering Note and Form Templates
  We’ve fixed an issue with reordering sections on note and form templates. 
• Calendar Locations
  When navigating back to the calendar your previously selected location filter will remain selected so that you remain in context.

You can now start your Telehealth call by hovering over the appointment and pressing the video icon - getting you where you need to be quickly.

• Korean Locale Dates
  We’ve fixed an issue with date formats for accounts with the Korean locale.
• Services on Portal
  We’ve fixed an issue with services that are linked to inactive locations not showing as available to book on the portal.

We’ve updated the look of the edit invoice page to match our new branding.

• Cursor in Notes
  After cloning a client’s note with a single text line field the cursor was jumping - this has been fixed.
• Request to Join Waitlist
  There was a link showing on the portal to request to join the waitlist - this has been hidden until the feature is ready for release.
• My Appointments Portal Page
  We’ve fixed an issue where the appointments list of the client portal wasn’t loading.

We’ve introduced a new user permission to control access to referrer and third party profiles - giving you more control over the content your users can view and access. Learn more about how this works here.

Clients can now easily join their telehealth calls whilst logged in to the client portal and viewing their appointment list. This makes it easier for clients to find their appointment details and start the call all in one centralized and secure location.

• Portal Login
  We’ve removed the option to login to the portal when accessing an invoice pay link in an account that does not have the portal enabled.
• Invoice Total
  Invoice items with a negative amount were being applied as if they were positive to the invoice total - this has been fixed. 
• Automated Statements
  We’ve fixed an issue where for some profiles the monthly statement was not generated automatically.

• Location Column for Services and Products
  A column has been added to the table when viewing services or products to reflect the locations that it is available in.
• Automated Statements
  We’ve fixed an issue where for some profiles the monthly statement was not generated automatically. 
• Group Appointment Syncing
  We’ve fixed an issue with syncing new group appointments to Outlook and Google calendars.

When starting a telehealth call some practitioners were getting an error - this has been fixed.

You can now choose to update all future appointments to enable telehealth when updating a location that has the video call location type.

We’ve updated the look of the client details page to match our new branding.

• Waitlist Access
  Users with the permission to access the waitlist were unable to load the waitlist without the people menu permission - this has been fixed. 
• Account Balance Access
  With this fix, users must have the permission “Access client invoices and payments” to view the account balance when hovering over a client appointment. 
• Preview Templates
  We’ve fixed an issue with images loading when previewing a form template in the template library.

New options to choose what pages clients can access when your portal is enabled - enhancing your control over what clients can see. Learn more about how this works here.

Choose to link to another Zanda account for easy access without needing to login in and out each time. Learn more about this option here.

You can now choose to apply a product as the item for a session pack, rather than only services.

A new column has been added to the results table for the advanced client search to display the client’s date of birth.

When booking an appointment on the portal, the font color for a morning appointment time has been updated to improve visibility and contrast with the background color.

A notification will now show to confirm when a file has successfully uploaded in the client records page.

Your main business address will now appear on the printed invoice for your Zanda subscription.

We’ve fixed an issue for practitioners when adding a new availability via their practitioner profile.

When Telehealth Zoom is enabled for an appointment, pressing the video icon on the appointment panel will start a Zoom call instead of a Lite call.

• Profile Search
  We’ve fixed an issue on Safari when searching for referrers or third parties. 
• Invoice Pay Link
  We’ve fixed an issue where the Pay button was unresponsive for clients processing a payment via the invoice pay link. 
• Telehealth Toggle
  The telehealth toggle and link to start the call were not visible on an appointment panel for some accounts.

You can now link a service or product to a location to filter the items shown when booking an appointment at that location in the app or on the portal. This makes the decision easier and reduces changes of error for multi-location clinics offering different items. Learn how to use this feature here.

We’ve extended the dashboard to load data for longer than a 12 month period, with a new quick option to choose to view last year's data.

We’ve updated the look of the icons on the client portal to match our new branding.

A log file entry has been added when a new client has been created via the waitlist - ensuring you can keep track of activity within the account.

• Portal Availability
  We’ve fixed an issue with availability recurring every 3-weeks not being displayed on the portal as available times.
• Arabic Locale Display
  We’ve fixed an issue with statements and invoices not displaying the correct date format and currency for accounts using an Arabic locale.
• New payment
  We’ve fixed an issue with the new payment modal showing when opened via the Sales menu a second time in a row.

We’ve fixed an issue with all fields being included when printing the client details page via Chrome.

We have added dedicated pages for displaying 404 and 504 errors and access denied errors with information on what to do if you encounter the error - helping you to become unblocked quicker.

• Starting Telehealth Call
  We’ve fixed an error happening for some practitioners when starting a telehealth call.
• Session Pack Units Used
  We’ve fixed an incorrect calculation for the unit used for a session pack when no service has been linked to the invoice item to ensure that these items are not counted. 
• NDIS Bulk Upload Report
  We’ve fixed an issue with the date filters in the NDIS bulk upload report not picking up all data for the date range.

The session note icon on the appointment panel has been updated to make the different note statuses clearer and easier for you to identify.

• Form Access
  We’ve fixed an issue for accounts requiring form authentication in which a client logged in to the portal was able to access their own forms without requiring authentication. 
• Duplicate Contacts
  When adding a new contact for a client we’ve fixed an issue where the duplicate profile modal was showing the client name as undefined.
• Arabic Dates
  We’ve fixed an issue displaying dates in various areas of the system for accounts with an Arabic locale.
• Form Logs
  We’ve fixed an issue with logging when a client views an online form so that this activity shows in the form log. 
• Logging In
  We’ve fixed an issue with logging the username in the log file when a user logs in. 
• Access Calendar Integration
  Users without the correct permissions were able to access the calendar integration page via the direct URL - this has been fixed.

Choose to ide-identify your clients details when syncing them to Google calendar. Learn more about this option here.

A column for the client date of birth has been added to the recent referrals report - helping you to assess the types of referrals being received.

• Calendar Buttons
  On smaller screens when the appointment panel was open the calendar navigation buttons were overlapping - this has been fixed. 
• Invoice Discount
  We’ve fixed an issue with discounts resulting in a negative invoice amount on invoices. 

We’ve fixed an issue with opening PDF links in the practice manual.

Resources will be loaded by default if there is only one location when viewing the time finder.

We’ve resolved an issue with images and logos loading for some accounts in the US region.

We’ve added a tooltip to the modal when setting up telehealth for practitioners to clarify how to update their license type.

• Multiple Line Fields
  We’ve fixed an issue with the multiple line field on forms accessed via the portal not expanding to show all content.
• Opening Physitrack
  We’ve fixed an error that was occurring when trying to open a client’s Physitrack profile.
• Telehealth Toggle
  We’ve fixed an error happening for some accounts when trying to toggle on telehealth for an appointment.

When adding a new client via an appointment we now include the client number in the log file to help with tracking activity.

We’ve added more information on the subscription page regarding tax for AU customers.

• Data Import
  We’ve fixed an issue with trying to upload files to the data import page. 
• Form Fields
  We’ve fixed an issue with the client’s response for the linked profile field subscribe to marketing communication not displaying on the form.
  
• Deleting Appointments
  We’ve fixed an issue with attempting to delete an appointment that had an invoice with multiple items.

The setup wizard has been moved into the main menu to improve accessibility for new trial accounts.

We’ve added clarity when trying to start a telehealth call for an appointment over 12 hours in the past that the session cannot be started.

• Actions Menu
  We’ve fixed an issue on iOS devices when trying to use the Actions menu in various grids.
• Searching Shared Profiles
  Shared profiles will now show in the client search in the app header.

• Adding New Client
  We’ve fixed an issue where the default practitioner was not selected by default when adding a new client.
• Duplicate Profile
  We’ve fixed an issue with adding a new profile if a possible duplicate exists.
  
• Adding New Third Party
  We’ve fixed an issue with adding a new third party profile via the edit invoice page.

A new user permission has been added to control which users can access the log file. Learn more about permissions here.

The option to delete and restore appointments will now only be shown to users with the appropriate user permission.

When adding a new appointment in the calendar this will be recorded in the log file.

• Telehealth Link
  We’ve fixed an issue with the Telehealth Lite link merging into messages for appointments with Telehealth Pro enabled.
• Adding New Referrer
  We’ve fixed an issue with adding a new referrer profile via the client profile.
• Data Export
  We’ve fixed an issue with accessing exported data files.

We’ve fixed an issue where the statement and superbill automations were sent to archived profiles.

• Password Reset
  We’ve fixed an issue with a broken image in the password reset confirmation email.
• Invoice Log
  Some actions were not being logged in the invoice log - this has been fixed.
• Data Export
  We’ve resolved an issue delaying data exports.

Users must now have the View all Calendars permission to view the Time Finder in the calendar for all practitioners.

We’ve fixed an issue when adding a new unallocated payment to ensure that the location is set to the account default.

Users must now have the Show all Appointments permission to search all appointments in the header quick search.

• Note Content
  We’ve fixed an issue with cloning a note causing content to be overridden in the original note.
• Shared Profiles
  We’ve fixed an issue with forms being created in shared profiles when using communication merge fields.
• Group SMS
  We’ve fixed an error that was occurring when trying to send an SMS to group participants.

When typing in a session note the cursor was jumping position, this has been fixed.

The password reset email content has been updated to improve readability and to match our new branding.

• Dashboard Range
  We’ve fixed an error that was showing when filtering the dashboard by this year.
• Portal Password Reset
  We’ve fixed an issue with the password reset not displaying on the client portal.
• Third Party Name
  We’ve fixed an issue with the third party profile name showing as blank.

We’ve fixed an issue with client names containing special characters not displaying correctly on the telehealth join page.

We’ve fixed an issue with the display when restoring a grid.

The email content for notifying of calendar syncing or mail server issues has been updated to improve readability and to match our new branding.

The client number has been added to the log when a client is removed from the waitlist - helping you to accurately track activity.

• Delete Availability
  We’ve fixed an issue with deleting availability overrides.
• Date Selector
  We’ve fixed an issue with the date selector in the calendar changing size.
• Exporting NDIS Blk Upload Report
  We’ve fixed an issue with exporting the NIDS bulk upload report to excel.
• Creating Forms
  We’ve fixed an issue with forms not being auto-saved until content has been added into the form.
• Availability Override Dates
  We’ve fixed an issue with the availability overrides dates not saving as expected.
• Practitioner Name Display
  We’ve fixed an issue with the practitioner names not showing as expected in the calendar when not shown in a list.
• New Payment
  We’ve fixed an issue with the new payment modal not showing on some pages.
• Log File Quick Tips
  We’ve fixed an issue with the quick tips link on the log file page.

We’ve fixed an issue with pasting certain characters into text fields logging you out of the system.

We’ve fixed an issue with starting a telehealth call for some appointments.

When adding a new practitioner the practitioner navigation menu will be disabled so that you can save the profile before moving on.

The email content for notifying practitioners of a submitted form has been updated to improve readability and to match our new branding.

• Portal Notifications
  We’ve fixed an issue with sending portal notifications for new clients, appointments, or cancellations.
• Clone Availability
  We’ve fixed an issue with the option to clone availability not showing all practitioners as options.
• NDIS Report Date Format
  We’ve updated the date format in the NDIS bulk upload report to use the required format by the NDIA.
• Username Recurring Appointments
  We’ve fixed an issue with the username not being included in the log when a user recurs an appointment.
• Grouping Client Sources Report
  We’ve fixed an issue with the content not grouping correctly on the client sources report.