Session Notes Refresh, Client Hubs, Text Snippets and more!

Updates

• Our Session Notes Refresh is here! With an enhanced text editor and ready-to-use Note Templates, you can drastically reduce the amount of time taking notes during sessions. Create your own note templates and import information directly from the Client File with placeholders! Learn more
  
  
  
  
• Added ability to create and reuse note templates. Learn more
• Added richer formatting options, including images, tables, and snippets. Notes can be edited in immersive fullscreen mode. Learn more
• Added option to create multiple text sections in a note. You can make specific sections of your note visible to your client. Learn more
• Added option to mark notes as in-progress or completed. Learn more
• Added option to duplicate notes. Learn more
• Added option to sign notes. Learn more
• Added option to create notes from a completed form. Learn more
• View previous notes, protocols, and forms when creating new notes. Learn more
  
  
• Easy access to key information with Client Hubs!
  Hubs allow you to quickly access information in your client's file when working on your notes, protocols and conducting video sessions. 
  
  Hubs do not disappear when navigating to different sections of the portal which make handy when referencing key information to complete multiple actions for a specific client. Learn more
  
  
  
  
• Quickly create recommendations and messages using snippets!
  Snippets a great way to quickly include frequently used blocks of content when creating notes, recommendations and sending messages to clients. Learn more
  
  
  
  
• Auto-import measurements from your clients' Lifestyle Journals. Learn more
• Added option to send reminders for published protocols
• Added richer formatting options, including images, tables, and snippets when creating protocol notes.
• Added option to set a legal name (different to your profile name) when saving a signature
• Increased character limit of form question titles
• Added barcode scanning and enhanced food database search when creating recipes
• Added option to exclude instances for recurring personal events
• UI/UX improvements

Fixes

• Fixed issue with journal entry macronutrient calculation in spreadsheet export
• Fixed issue updating payment status of package after processing an invoice
• Fixed issue preventing scrolling of long tables on mobile devices
• Fixed issue uploading profile photos from iOS devices