Send and receive faxes! Plus many more workflow enhancements

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

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.