Latest Updates

Previous Updates:

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.