Latest Updates

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. 

Previous Updates:

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.