Updates
- Our eFax support is now available! Securely send and receive faxes directly from your portal without the need for a physical fax machine. You can easily fax documents directly from your client's file. Set up a dedicated number to receive faxes directly in your portal! Learn more
- Fax client notes, protocols, completed forms
- Fax PDF documents from your Documents section or upload and send PDFs from your hard drive
- Set up a dedicated fax number to receive faxes directly in your portal (Plus Plan only). Learn more
- Added option to purchase SMS credits on the Pro Plan. Plus Plan users can also purchase additional credits to top-up the monthly SMS limit. Learn more
- Added a "Review more" option when reviewing daily journal entries
- Added "Active" vs "Deactivated" worksheets when exporting client contact lists.
- Added option to disable View Program and View Module buttons in program confirmation and module notification emails. This is a great option if you're running email-only programs. Learn more
- Added option to customize the confirmation screen message when clients book sessions/packages and register for programs.
- Added option to adjust the fee displayed to clients on your Bookings Page. This is a great option if you want to highlight a limited time offer or subscription style payment plan (e.g. $100 monthly).
- Added notification badge on the Help button when there are updates to your tickets/requests:
- UI/UX improvements
Fixes
- Fixed issue displaying infant dates of birth when creating notes from templates
- Formatting fixes when importing table/grid answers
- Fixed issue where multiple choice grid totals were not visible from the Practitioner Portal when the "Make visible to client" option was disabled.
- View Module button in module notification now takes clients directly to module page instead of their Progress & Activity page
- Fixed bug allowing clients to request sessions outside of regular availability on days where availability was set up. Auto-confirm booking automations will also ignore sessions requested outside of your regular availability.