Latest Updates

Previous Updates:

August 14 - 8.15.26

Group Appointment Updates

Appointment Details

You can now switch between clients on the Appointment Details page

This will load the newly selected clients:

• Personal Details
• Questionnaires
• Invoices for the appointment
• Appointment and Client Notes

Does this affect invoicing?

Yes, positively, now when you click Create Invoice it will preload the currently selected client. Additionally, if an invoice has been created for the appointment the system will warn you or block invoice creation if the Do Not Create Duplicate Invoices flag is enabled in Organization Settings.

Client & Appointment Notes

You can now choose to add a client note which only goes on that clients profile or an appointment note which will be added to all participants notes.

Session Note Update

• The clients 6 character id will now appear when you click View Note or View All Notes
• Your signature (configured with the steps here) along with your designations, and degrees will appear on completed notes

Appointment Report Update

• The client's veteran status number is now included in the Appointment report

July 14 - 8.15.25

Bug Fixes - Reports

• Fixed an issue causing reports to be generated in the incorrect language
• Fixed an issue where decimal values were being rounded down in some reports
• Fixed an issue where provider take home pay was being displayed as 100x greater (ex. 11900 instead of 119.00)

May 27 - 8.15.23

Create Invoice Button - ClinicAid

• Changed how the create invoice button appears on the appointment details page when the organization has ClinicAid configured

Bug Fixes

• Fixed an issue where creating a split payment using Third Party invoicing did not work for the healthcare service based billing

May 1st, 2026 - 8.15.22

March 27th, 2026 - 8.15.21

Report Updates

Appointments Report

• A Referral Source column has been added

Invoice Summary Report

• Appointment Status column has been added

Label Updates

• Corrected a translation issue on the client portal directing the client to review their outstanding invoices
• Personal Pronoun has been updated to be Personal Pronouns

Role Update

• Support Staff can now access the All Clients page to view all clients that are assigned to them and all clients assigned to providers that are assigned to them
• Support Staff can now access client accounts by clicking View Client Account within My Clients

February 20th, 2026 - 8.15.20

January 9th, 2026 - 8.15.18

December 17th, 2025 - 8.15.17

November 28th, 2025 - 8.15.16

Invoice Creation Improvement

To make it clearer which invoices are billable, we have made a visual improvement to the appointment selection dropdown in the invoice creation window.

Invoices are now separated into three categories:

• Billable Appointments: The 5 most recent appointments without an invoice
• Past Appointments: The last 20 appointments that are not billable. These appear regardless of invoice status
• Future Appointments: The next 20 appointments regardless of invoice status.

October 10th, 2025 - 8.15.15

Bug Fixes

• Resolved an issue where the appointment page would not load correctly when the appointment's healthcare service was removed or it did not initially have one
• An error message now will appear when activating the client portal with a username that has already been used

Direct Booking through Intakes

• You can now configure your intake page to allow clients to book directly to your calendar. More details can be found here

September 19th, 2025 - 8.15.14

Bug Fixes

• Fixed an issue where you were unable to remove a Referral Source and later readd it
• Fixed an issue where the Appointments without Invoices report would pull appointments based on when they were created and not scheduled

Improvements

The Appointment without Invoices report has been updated to show appointments who:

• Have no invoices
• Have no paid or processing invoices

Or, have invoices that are:

• Failed
• Void
• Draft

August 28, 2025 - 8.15.13

Referral Source

• The Patient Report will now list the client's referral source if it is present on their profile
• Instead of an open text field, you can now add specific referral sources, for more information please see here

Online Intake Configuration

• The Additional Appointment Preference text box can now be toggled off and marked as mandatory

Bug Fixes

• Enabling Make Client DOB Mandatory within Organization Settings -> Organization will make Birth Date mandatory within Online Intake Configuration
• Resolved a bug where Online Intake would require Birth Date when it was disabled and not required within Online Intake Configuration
• Day View on the Calendar should load appointments and allow booking (the team is investigating edge cases where it will still not load, we recommend changing your view or refreshing your page)

August 6, 2025 - 8.15.12

Appointment Pending Tab - Intakes

• Added the Assigned Provider column
• Added a Status Changed Date column which will show the date the intake was moved to the Appointment Pending status

Intake Assignment Update

• Deactivated providers will no longer appear in the Assign Provider dropdown

Performance Improvement

• Improved the search functionality for the the provider search dropdowns

July 18, 2025 - 8.15.11

Intake - Appointment Pending Tab

A new tab has been added to the Intakes feature called Appointment Pending which displays all intakes that are currently in the Appointment Pending status.

This tab comes with the addition of a new status change date column that will list when the intake moved into the appointment pending status.

Reports

• The Appointment report now includes a new column called Appointment Created Date which shows the date the appointment was created

Bug Fixes

• Resolved an issue where the assigned provider would not appear on intakes when viewed from the client profile
• Resolved an issue where faxes were not being sent

June 25th, 2025 - 8.15.10.2

Day Sheet Invoice Status Updates

• The Invoice Status of Appointments listed in the Daysheet has been updated:
  • Appointments will appear as invoiced if an associated invoice has the following statuses:
    • Paid
    • Refund Successful
    • Sent
    • In Progress
    • To Do
    • Uncollectible
  • Appointments will appear as incomplete if an associated invoice has the following statuses:
    • Void
    • Failed
  • Appointments will appear as draft if an associated invoice has the following status:
    • Draft
• Appointments with multiple associated invoices will update the following way:
  • Any combination of Invoiced, Incomplete and Draft statuses will appear as Invoiced
  • Any combination of Incomplete and Draft statuses will appear as Incomplete
  • Multiple invoices labelled as incomplete will appear as Incomplete
  • Multiple invoices labelled as draft will appear as Draft
• Appointment's overall invoice status can be filtered by:
  • Invoiced
  • Incomplete
  • Draft

Bug Fixes

• Resolved an issue where clients were appearing in the Providers tab for Provider-Admins
• Resolved an issue where the assigned provider was not appearing when opening an intake
• Resolved an issue where provider profiles could not be accessed

June 13th, 2025 - 8.15.10

Performance Updates

• Invoice generation has been moved to the backend, you may need to wait a moment before viewing them after creation

Reports

• Intake report now includes the patient id (if linked to an account)

Bug Fixes

• Resolved an issue stopping intakes from opening when a label is attached
• Resolved an error when labels were attached to intakes

May 16th, 2025 - 8.15.9

Bug Fixes

• Resolved a bug where a second invoice can be created for an appointment if the first invoice is in the "pending" or "failed" status despite the Do not allow duplicate invoices for appointments flag being checked

Security Updates

• The team has deployed improvements to keep the platform as secure as possible

Search Optimizations

• The team has improved the performance of searches completed on the platform

April 25th, 2025 - 8.15.8

Translation Update

• The French back button label within online booking has been updated from "Dos" to "Retour"

Bug Fixes

• Resolved an issue where the hover text for the "Join Session" button would remain on mobile devices

March 28th, 2025 - 8.15.7

Calendar Sync

• Adracare now supports a calendar sync. Please read more here

Stripe Dispute Statuses

• The dispute status will now be captured from Stripe and displayed for invoices paid via the a stripe payment link or payment method on file

Outstanding Balance Update

• Upon request, the outstanding balance banner can be toggled off for your organization

Bug Fixes

• Resolved a bug where provider-admins were unable to open files uploaded by guests during an appointment

March 12th, 2025 - 8.15.6

Preferred name

• If set, a client's preferred name will now appear on their profile, My Clients, All Clients and on new intakes. Example below:
  
  

Bulk Upload Update

• If the healthcare service for an appointment created through bulk upload has a linked questionnaire, that questionnaire will now be created for future appointments (not for past)

• Questionnaire reminders will be sent out for all questionnaires created from an appointment bulk upload

Bug Fixes

• Resolved a bug where Provider's and Client's were unable to see documents they uploaded during an appointment

March 7th, 2025 - 8.15.5

Preventing Duplicate Invoices

• A warning will now appear when a second invoice is created for an appointment
• Or disabled completely by enabling Settings->Organization Settings->Invoicing

Username Update

• Users can now update their own username from their settings
  
  1. Navigate to settings
     
  2. Click Edit
     
     
  3. Enter your current username and password
     
  4. Enter the new username
  5. Click Update

Minor Fixes

• Appointments with no participants will now say "This email is to let you know that you have an upcoming appointment with 

February 28th, 2025 - 8.15.4

Outstanding Balance Banner

• A banner will now appear if a client has an outstanding balance. This will appear when booking an appointment, on the appointment screen, as well as on their profile
  • On a client's profile
    
    
    
     
  • When booking an appointment with the client
    
    
    
    
  • On appointments with that client
    
    

February 14th, 2025 - 8.15.2

 

New Video Experience Updates

• Marking the appointment as completed will end the appointment

Schedule End Time Reminder

• The 5 minute reminder message has been changed to The appointment has 5 more minutes scheduled, but can continue if needed. Please note that sessions that run 4 hours overtime may result in the appointment auto-closing.
• Toggle the appointment end time reminder on or off (by default it is toggled off) for clients and guests from the Show 5 Minute Warning Message found in 
  
  

Bug Fixes

• Resolved a bug where users were unable to select the search bar in dropdowns
• Resolved a bug where the video session 5 minute warning did not display for guests

February 11th, 2025 - 8.15.2

Appointments Ending Unexpectedly

• The team has resolved an issue affecting previously booked appointments where the appointment would end unexpectedly at its scheduled end time
• All previously booked appointments have had their expiry time extended so users are not unexpectedly removed from the call

February 7th, 2025 - 8.15.1

Scheduled End Time Reminder

• The system will show a warning that the scheduled end time of the appointment is coming up 5 minutes before the scheduled end of the appointment

Video Updates

• When you end an appointment you will now be prompted to mark the appointment as No Show. If enabled, the create invoice window will also automatically open
• Upon request the knock feature can be disabled for your organization. If you would like this please send an email to [email protected]

Bug Fixes

• The All Clients option will no longer appear for users with the provider role. Please note that they only were able to view clients on their own list regardless if the page was enabled for them

January 28 - 8.15.0.1

Infrastructure updates

Bug Fixes

• Resolved a view access issue on the Appointments->Waitlist page

January 16th, 2025 - 8.14.33.2

 Infrastructure updates to resolve performance issues

December 13th, 2024 - 8.14.33

UI Updates

• Updated the wording for when no appointment times are available when booking through the client portal
• Updated the wording after requesting a new service through the client portal

Notification Update

• Providers now receive the reminder notification

Bug Fixes

• Providers will now receive the provider invoice paid email notification when the payment method is third party payer

December 6th, 2024 - 8.14.32.1

UI Updates

• When an invoice has been created for an appointment, the button will say Re-issue Invoice instead of Create Invoice

Updated Privacy Policy and Terms of Service

• All users were asked to read and accept our updated privacy policy and terms of service

November 22nd, 2024 - 8.14.32

Updated Hardware Test Page

• For those using our new video experience, you can access a pre call test here

Bug Fixes

• Resolved an issue causing clients to be logged out when joining an appointment from the client portal

• Resolved an issue causing price discrepancy between Adracare and Stripe when a line item has multiple taxes including one that is tax inclusive

• Resolved a bug stopping clients from uploading documents within the new video experience when the client portal is enabled

• Resolved a bug stopping clients from viewing documents uploaded within an appointment in the new video experience when the client portal is enabled

November 15th, 2024 - 8.14.31

Notification Updates

• The view_message_button wordbank for Secure Message - Send and Secure Message - Reply tag is now fixed and will appear on notifications linking to the secure message page
• The message_sender wordbank for Secure Message - Send and Secure Message - Reply tag will now properly show the senders name
• Updating the Subject Line has been removed from Secure Message - Send and Secure Message - Reply notifications

New Video Experience

• All dial in numbers will appear on the client portal

November 8th, 2024 - 8.14.30

Availability Editor Updates

• A Select All box has been added to the Healthcare Services dropdowns when creating/editing a schedule availability block

Stripe Statuses

• Refunds processed through Stripe will now be caught and updated on Adracare

New Video Experience [IN BETA]

• The Test Virtual Session link has been updated to use the test room for the new video experience when the new experience is turned on for the organization
  
  
  
  
• Dial in Information is now included on the appointment details page within the Client Portal
  
  
  
  
• The Whiteboard, Session Note, and Client Profile buttons have been moved to the upper left to not overlap the other buttons present in the call
  
  

October 25th, 2024 - 8.14.29

Bug Fixes

• Fixed an issue where decimal quantity values are not correctly calculated by Stripe
• Fixed an issue where tax inclusive service codes are not correctly calculated by Stripe
• Removed elements from the guest experience in the new video experience [IN BETA]
• Fixed an issue where Guests were sent the incorrect access information with the new video experience [IN BETA]

October 18th, 2024 - 8.14.28

Bug Fixes

• Fixed an issue where users were unable to move past the "enter name" screen with the new video experience [IN BETA]
• Fixed a reporting issue for the new video experience [IN BETA]

October 11th, 2024 - 8.14.27

New Video Experience [IN BETA]

• Session Notes can now be accessed via a side frame pop out
• Cumulative Patient Profile can now be accessed via a side frame pop out
• Notifications will update with the necessary dial in information when the video experiences are switched

October 4th, 2024 - 8.14.26

New Video Experience [IN BETA]

• Participant knocks are now recorded in the appointment logs

Updated Intake Dashboard

• The intake dashboard now shows:
  • # of Intakes per month
  • % of Intakes Booked per month
  • Intakes by Status
  • Intakes by Language
  • Intakes by Service Type

September 26th, 2024 - 8.14.25

• Updated default logo on the platform

New Video Session Experience [IN BETA]

• Dial-in functionality added to the updated video experience
• Update to the new video session UI to remove unneeded buttons

September 13th, 2024 - 8.14.24

Subscription Billing Update

• Update to how an organization's monthly invoice appears

Bug Fixes

• Minor bug fixes related to changing video providers

September 6th, 2024 - 8.14.23

Bug Fixes

 

• Corrected provider tax amount listed in the Invoice Summary
• Corrected issue stopping date of death from being cleared

Updated Logo

• Updated Adracare logo appears throughout the platform

September 6th, 2024 - 8.14.23

Bug Fixes

 

• Corrected provider tax amount listed in the Invoice Summary
• Corrected issue stopping date of death from being cleared

Updated Logo

• Updated Adracare logo appears throughout the platform

August 30th, 2024 - 8.14.22

Report Updates

• The invoice number will now appear on the invoice summary report

Invoice Update

• The invoice creation window will now appear when an appointment is marked as No Show in addition to when marked as Completed

Client Details Update

• Date of death has been added to the clients profile

August 23rd, 2024 - 8.14.21

Tax Inclusive Service Codes

• Service codes can now be created to be inclusive of taxes.

 

Set Date Paid

• You will now be able to set the date an invoice was paid when marking it as paid or updating its status to paid. *This does not include invoices paid through Stripe

When changing the status to Paid from Invoices:

 

When marking it as paid when created:

 

 

Improved Provider Searching

• You can now filter the provider list by their role type (ex. Provider, Provider-Admin, Office Staff, Support Staff)

 

Edit Visit Reason

• You can now edit the visit reason of an appointment which will not trigger a notification being sent

August 14th, 2024 - 8.14.20

Billing Template Updates

• You can now enter decimal quantity values in to billing templates

Bug Fixes

• Fixed an issue where guests and clients were unable to upload documents within session

August 9th, 2024 - 8.14.19

Report Updates

• Provider Compensation now has totals for each payment method available

Bug Fixes

• Organization Provider Compensation Breakdown report session_hours column value shows in hours instead of minutes
• Invoice quantities being rounded to one decimal place instead of two (example, 1.25 was being rounded to 1.3. It will now stay as 1.25)

August 2nd, 2024 - 8.14.18

Billing Updates

• Invoices can now be created with decimal quantity amounts allowing for charging for partial or extended services (ex. 1.5 hours)

• My Invoices can now be filtered by Payment Method

Report Updates

• The Organization Provider Compensation Report now includes a breakdown showing the invoice total for each payment method

Bug Fixes

• Updating a client's phone number will now properly be reflected both within their account and on their profile

July 26th, 2024 - 8.14.17

Online Intake Update

• Middle names are now present on the intake

File Uploads

• File uploads can now be disabled per appointment by the provider. For more information, see here.

 

July 19th, 2024 - 8.14.16

July 12th, 2024 - 8.14.15

Notification Update

• The Draft Invoice notification is disabled by default for new organizations

Validation Updates

July 5th, 2024 - 8.14.14

Bug Fixes

• Resolved an issue where the SMS Reminder notification default value for Spanish would be in English
• Email verification not being received in some cases
• Resolved an issue with client phone numbers being incorrectly formatted when created from an intake

June 28th, 2024 - 8.14.13

Bug Fixes

• Invoices will now load correctly when your language is set to either French or Spanish
• The Office Staff role was previously missing from certain organizations but now will appear correctly. What is the Office Staff role? Find out here
• Resolved an issue where the incorrect clients would appear in the dropdown when creating an invoice for an appointment with multiple participants

June 21st, 2024 - 8.14.12

Confirmation Required to Update Email

• Now when updating your own contact email you will be required to verify the change by clicking a link sent to the original email
• Please Note: Provider-Admins making changes on behalf of a provider will not need to complete this verification step

Improved Search Capabilities on My Clients

• You can now search by Client Name, Healthcard, Primary Phone Number, Client ID, Date of Birth and by label directly from My Clients

UI Updates

• The default view for the calendar is now Week for new accounts
• The "Billing" section within Settings has been renamed to "Invoicing"

June 14th, 2024 - 8.14.11

Online Booking Update

• Online booking will now show provider's biography and photo if you allow clients to select their provider when booking
  
  
  
  

Provider Creation Improvement

• When creating a new provider, you are now able to Select All locations with a button click to quickly add them to multiple locations

Hide Organization Logo and Name on Invoices

• A new setting has been added to Billing in Organization Settings called Hide Organization Name On Invoices which when checked will remove the organizations name and logo from invoices/receipts

June 7th, 2024 - 8.14.10

• Security updates
• Access Management updates

June 3rd, 2024 - 8.14.9

• Fix for Session Note formatting being lostMay 31st, 2024 - 8.14.8

May 29th, 2024 - 8.14.7

May 1st, 2024 - 8.14.2

April 12th, 2024 - 8.14

Security Updates

• Applied limitations to the type of text allowed in system generated CSVs

April 5th, 2024 - 8.13.24

Bug Fixes

• Resolved an issue where Third Party Payers were receiving duplicated payment related notifications
• Resolved an issue where Third Party Payers were not receiving payment confirmation notifications when an invoice is manually updated to paid

March 28th, 2024 - 8.13.23

New Billing Features

• Void and Duplicate invoices, you are now able to void an existing unpaid invoice and duplicate it to update the price, or payment method as necessary
• Retry Failed Stripe Transactions - If you are using our Stripe payment integration, you can now update the payment method and retry the transaction

UI Updates

• When activating their portal, clients will now receive an error message when they exceed the maximum amount of failed pin entries or pin resends.
• If a client locks their account with too many failed activations, resending the account activation (outlined here) will reset their failed attempts and provide a new link

March 22nd, 2024 - 8.13.22

UI Updates

• Removed the Invoices option from the sidenav for non-admin users
  Invoice Update
• In addition to the appointments location address being listed, the phone number and email will also be listed

Session Notes

• Along with our last update allowing the linking of session notes to a specific appointment, you are now able to sort session notes by the linked appointment

Access Management

• When enabled My Invoices - Can Update Invoice Status flag will now only allow non-admin users to update the invoices paid status and not the provider payment status

March 15th, 2024 - 8.13.20

Session Note Updates

• You are now able to associate a session note to a specific appointment
• You can now add a title to session notes

Bug Fixes

• Resolved an issue where the call would freeze when screen sharing multiple times

March 8, 2024- 8.13.19

• New Notification - Provider Payment Status Paid - This notification is for users that use Adracare to track take home pay and income splitting with their providers. Now when the Provider Payment status is updated to paid, these providers can receive a notification
• Side Nav Update - After some feedback, we moved Billing Setup, and Third Party Payers out of Settings and under Billing

March 1, 2024 – 8.13.17

The waitlist tab under intakes now will filter oldest to newest

View updates

• My Organization is now Settings
• Invoices has been moved into the admin section
• Forms has been moved into Settings from Operations
• Integrations has been moved into Settings from Operations
• Billing Setup has been moved into Settings from Operations
• Add-Ons has been moved into Settings from Operations
• Deprecated features are now hidden by default

When generating invoice related reports (below) you can set if you would like the date to be filtered by date sent or date paid

• Invoice Summary
• Organization Provider Compensation Breakdown
• Provider Compensation

New Notification Template – Provider Payment – This new notification will be sent when the Provider Take Home pay status column is updated

Various bug fixes

February 16, 2024 – 8.13.15

Limited the file types that can be uploaded in the documents card

Set a limit of one invoice to $5000

Corrected a filtering issue on the invoice page related to the date/time of the invoice

February 9, 2024 – 8.13.12

Improved load time for the invoices page

Corrected an issue stopping users from updating their credit card after cancelling their Adracare subscription

February 2, 2024 – 8.13.10

New Feature – Invoices are now listed on the client portal

Added an access management flag to control by role who can see the create invoice modal

January 26, 2024  – 8.13.9

Correction to link sent to clients and guests

New feature – Revert to Sent – If the Invoice - Revert Paid Invoice to Sent is turned on within Access Management you can revert a paid invoice back to sent (except for invoices paid via Stripe)

Other bug fixes

January 15, 2023  – 8.13.6

Security updates including the removal of the ability to change your username from My Profile

Updated the number used for SMS notifications so it will continue to be received by US numbers

January 12, 2023  – 8.13.5

New feature – Invoice Activity Log – You are now able to view invoice events such as creation, and status changes directly from the Invoices page
Failed stripe transactions will be flagged in the invoice activity log and can have the payment method updated and resent

Various bug fixes

December 11, 2023 -8.13.4

Added “Date Paid” filter to invoices page

New locations will now be automatically added to notification templates

Fixed bug where long personal pronouns block client creation

Other bug fixes

November 23, 2023 - 8.13.3

Fixed bug affecting client appointment link for white labeled organizations

Various bug fixes

November 10, 2023 - 8.13.1

New notification for providers when invoices are marked as paid

Client portal – Added information about Stripe to the payment screen

Increased participant limit for ‘Starter’ plan to 4

Bug fixes

October 26, 2023 - 8.13

Bug fixes related to labels

Increase label limit

Subscription management updates

Removed “View Appointment” button from Guest invites

Various Bug fixes

September 22, 2023 – 8.12.12

Subscription related bug fixes

Deployment - September 15th, 2023

Bug fixes

• Updated Select Translations
• Fixed the issue where you were unable to create an invoice if there are multiple participants. You can now select the 'billed' client from a dropdown
• An issue where clients name was not displaying in the invoice creation screen
• Visual fixes to dashboards

Deployment - July 28th, 2023

Various bug fixes

Audit Log Enhancements

• Session Note Audit Log Enhancements (you are now able to track users that have accessed notes and when)
• Added a flag for when users connect to the video session

Added toggle to enable/disable for Clients being able to reopen inactive conversations in their Client Portal - Please contact our team if you are interested in this feature.

Deployment - July 14th, 2023

Billing Enhancement Third Party Payers

Plus plan users now have the ability to add a third party payer to the system to submit invoices to instead of the client, as well as to support payment splits between multiple payers.

For more information, please see our support article here.

Card on file Icon on Client's Profile

Powerhouse plan users will now see an icon indicating if a client has added a payment method to their account. Using our Stripe payment integration this means you can bill the client quickly and easily.

Enhancements to the 'My Invoice' and 'Invoices area

This release includes enhanced snapshot information in the My Invoices and Invoices pages for providers.

You now are able to view the following information:

• Date Paid
• Total Take Home Pay
• Total for all filtered invoices
• Total take home pay for all filtered invoices

Bug Fixes

• [Video Session - Patient Portal] - Video Icon under Participants section still displayed as turned OFF when camera is turned ON during Video Session
• [Online Intake - Notification] Missing Translation is displayed for Header email when Header feature is DISABLED
• [Provider Report] - Degree and Designation Not Printing Correctly

Platform Release 8.10 - Release Notes June 1st, 2023

Changes and Updates to Platform:

• Rooms
• Third Party Payer Management
• Invoice Summary Report Room Update
• Provider Compensation Report Room Update
• Provider Status filter on Billing -> Invoices, and 'My Invoices' area
• Auto load drafts and create invoice modal when an appointment is completed

Various Bug Fixes

Platform Release 8.9.6 – Release Notes December 8th, 2022

Changes and Updates to Platform: 

• Updated Billing
• Patient Portal
• Intake Feature
• Template Manager

• Add professional designations on invoices
• Billing Templates to streamline invoicing
• Prefilled invoices

• Book Appointments
• Review upcoming/past appointments
• Send/receive secure messages
• Update payment information.

• Advanced filtering options
• Ability to add labels to intakes (and profiles!)

• We have released a blur background feature for our video sessions.
  Currently this feature is only available for providers but we are working to bring this exciting feature to clients.
   
• We've made some updates to our support chat feature, this feature is designed to assist providers and admins primarily. The updates aim to help serve these audiences better and move away from clients who reach out to us in error.
   
• Various Bug Fixes

Platform Release 8.8.6 – Release Notes June 23, 2021 

Changes and Updates to Platform: 

Patient CPP: 

• You can now enable or disable CPP Cards per role:

• Intake
• E Forms
• Invoices

• Client Profile-Documents
• Client Profile-Appointments
• Client Profile-Medications

• Client Profile-Problems
• Client Profile-Allergies
• Client Profile-Vital Sign Events
• Client Profile-Family History
• Client Profile-Risk Factors

• Client Profile-Procedures
• Client Profile-Immunizations
• Client Profile-Statuses 

 
Note: If you want to hide “Questionnaires”, toggle the Questionnaire Template Manager 

Platform Release 8.8 – Release Notes May 19, 2021 

Changes and Updates to Platform: 

Scheduling: 

• Added the "America/Montreal" time zone to the list of time zones
• Not all empty mandatory fields are presented with an error message "Must be present" when creating an appointment 

Session Notes: 

• Fixed an issue where a provider could edit by another provider when Session Note collaboration access management was disabled 

Reports: 

• Fixed an issue where Patient reports were not being generated 

Bulk Uploads: 

• Fixed an issue where provider bulk upload error results were not showing in the corresponding View Results page 

Patient Payments: 

• Fixed an issue where logos were not displaying on invoices 

General:  

• Removed profile picture from the side navigation bar

• Added a Provider Instructions field in a provider’s profile. This is a free text box where you can write anything that you want to advise your clients from a notification, based on the provider that is scheduled to the appointment.  Access this by clicking your name at the top-right of the page > My Profile.

• Use {{provider_patient_instructions}} in notification templates to include the text from this textbox in your notifications. 
  For example: 
  In Provider Instructions: 
  Provider 1: My office is Room 202. Please knock before entering. 
  Provider 2: Please contact me directly at ###-###-#### during business hours if you have further questions about your appointment. 
   
  Make sure {{provider_patient_instructions}} is added to the default appointment confirmation template. 
   
  When Provider 1 is scheduled for appointments with their patient, the notification will show -> My office is Room 202. Please knock before entering. 
   
  When Provider 2 is scheduled for appointments with their patient, the notification will show  -> Please contact me directly at ###-###-#### during business hours if you have further questions about your appointment. 
   

• Added additional qualifications to the Qualifications options in. Access this by clicking your name at the top-right side > My Profile. Professional information

• Use {{provider_qualifications}} in Notification Templates to include this in your notifications in a list (i.e.  Psychologist | Clinical Psychologist | Specialist) 

Platform Release 8.7 – Release Notes May 5, 2021 

Changes and Updates to Platform: 

Scheduling: 

•  
  • Fixed an issue where not all mandatory fields are highlighted when they are left blank when creating an appointment. 

Platform Release 8.4/8.5/8.6 – Release Notes April 21, 2021 

Changes and Updates to Platform: 

Scheduling: 

• Fixed an issue where appointments scheduled during a certain period of time would be scheduled into the next day. 

Virtual Sessions: 

• Fixed an issue where the toll-free number was not displaying in the virtual session settings (Gear icon). (US and Canada only)
• Fixed an issue where sometimes chats did not appear in real-time 

Session Notes: 

• We have introduced enhanced controls for Session Note Access

• “Session Note Collaboration - Editing”

• When Enabled (by default), the user role is able to access Edit and Delete Actions related to other provider’s Session Notes
• When Disabled, the user role is not able to access Edit and Delete actions corresponding to other provider’s notes

• “Session Note Collaboration - Read Only”

• Enabled (by default), the user role is able to access the Preview and View all Notes actions (plus the “Preview” button in the Fax modal)
• When Disabled, the user role is not able to access Preview and View all Notes action  

Note: These new resources will not impact a user’s access their own notes. 

Patient Profile (CPP): 

• A new Intake Card might show in CPP for a new Intake Feature that is currently being developed. 

Notifications: 

• Fixed an issue where the toll-free number was not displaying in Notifications. (US and Canada only). 

General: 

• A loading message will show in some pages when the system needs to take a few moments to load. 

Platform Release 8.3 – Release Notes February 24, 2021 

Changes and Updates to Platform: 

Virtual Sessions: 

• Fixed an issue where an error would occur when adding any participant during a video session. 

Notifications: 

• Fixed the grammatical error where the recurrence was not correctly displayed in the header and the body of the email, SMS, and voice notifications. 

Platform Release 8.2 – Release Notes February 11, 2021 

Changes and Updates to Platform: 

Appointments: 

• Fixed issue with multiple confirmation notifications sending for recurring appointments.
  Only one confirmation notification will be sent when recurring appointments are scheduled. Reminders will still be sent for all appointments prior to appointments. 

Platform Release 8.1 – Release Notes January 27, 2021 

Changes and Updates to Platform: 

User Administration: 

• You can now search by client number on All Clients. Select the “Client No.” option and type the client number in the search bar.
• Client number now appears on All Clients under a client’s name 

Platform Release 8.0 – Release Notes January 13, 2021 

Changes and Updates to Platform: 

User Nomenclature: 

• Updated verbiage on the platform "Patient(s)" will be replaced with "Client(s)". 

Scheduling: 

• Fixed an issue where if a provider and client profile have the same email and the provider profile is selected when adding them to an appointment, the client profile is added.
• Fixed an issue when creating a Follow Up appointment immediately after creating an appointment will add both clients to the Follow Up appointment 

Documents: 

• It is now possible to upload documents to your own provider account. Access this from Settings at the top right-side of the app under your name.
• Provider Admins, Office Staff, and Support Staff roles can now view and download other providers’ documents by accessing their account from "Providers". 

Patient Payments: 

• Clients will no longer be required to have an address in their profile to generate invoices and receipts. 

Online Booking: 

• Fixed an issue where the On Demand link did not show on the Online Intake Form.