Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
April changes
New
- Provide TeleHealth consultations with your clients via the TeleConsult add on.
- Cyber Clinic add on.
- Master Setting for enabling/disabling sending SMS Appointment Reminders.
- 'Sir' added to the list of supported titles.
- Right click on an appointment or select the camera icon to quickly launch a TeleConsult session.
- The pricing options for added storage now accurately reflect the price based on your plan type.
- A cost per message estimate is now visible on the send SMS page.
Improved
- Loading performance of the case note history.
- Performance improvements to the add/edit appointment popup.
Fixed
- Referrers added without a clinic will be linked to the 'unknown clinic' to help with categorising referrers later.
- Unlock invoice emails are now only sent to valid email addresses.
- Insert media in saved case notes now displays as expected.
- Client portal setup page responds correctly on smaller devices such as tablets and mobiles.
new
improved
fixed
March changes
New
- Upload documents for your clients to review and download as they create a client portal appointment
- Allow your clients to upload and documents such as a referral or intake form as they create an appointment via client portal.
- Skip forward in the calendar without needing to keep a mental note of how many weeks. The calendar now displays how many weeks forward or back you are.
Improved
- Polished some of the client portal UI for mobile/table users.
- TeleHealth call and TeleHealth video have been added as contact types on the create invoice page.
- Sir has been added to the list of titles within coreplus.
- Clients case notes no longer timeout when loading the history up.
Fixed
- New clients added without a referral date now display correctly on the client overview page.
improved
fixed
February changes
Improved
- New client portal settings page allows users to setup the client portal with ease.
- The updated and improved client portal booking page makes it easier for clients to book an appointment.
- SMS character limit has been increased to 1,000 characters.
- Updated styling for loading icons
- Referral status is now visible in the referrer data extract.
Fixed
- Selecting the case status filter on the mailing labels export is now correctly filtering current/closed clients.
improved
fixed
January changes
Improved
- Inactive practitioners assigned to an invoice now show in the practitioner column on the account statement page.
- Cancellation reasons now appear in the changed appointments section, as well as the client's appointment page.
Fixed
- Select accounts are no longer experiencing problems running the calendar statistics report.
- Improvement of the performance to the MYOB export.
- Creating a schedule from the view schedule modal now works as expected.
- Case managers now only see client records they have access to within the waiting list.
- Saving the marketing source for a client works as expected.
new
improved
fixed
December changes
New
- Cancellation reasons are here!
- Cancellation report. Track the number of cancellations and see common trends amongst clients.
- Skip forward on the calendar.
Improved
- Added the referral status on add/edit appointment page to make it clear which referrals are in progress or expired.
- When creating an appointment in the future, the expiry alert now displays if the referral is expired by the time of the appointment.
- Inactive users no longer disappear from invoices that were raised against them.
Fixed
- When a Sunday is selected on week view, public holidays for the next week are no longer displayed.
new
improved
fixed
November changes
New
- Drag and drop appointments to reschedule. Simply click on an appointment and drag it to the new day/time to reschedule it!
- See the selected and current days on the week view calendar easier. Like the date picker, orange signifies the selected day, and teal indicates the current day.
- Clinivid integration has been released. Enable and setup Clinivid via the Add ons page.
- Added the ability to allow admin or case manager users to delete invoices. This can be enabled via the feature permissions page.
- Less clicks to setup email appointment reminders. You can now set the email appointment reminder to turn on by default for all new appointments. This can be setup via the calendar settings, under the defaults tab.
- Easily see which appointment you’re up to with the time line indicator. A red line indicates the current time on both week and day view on the calendar.
- The calendar will automatically scroll to the current time on day view and week view when the current day is displayed.
Improved
- Running the booked calendar report is now even easier! You can now run the report to filter appointment statuses. E.g. Only show cancelled appointments.
- Marking an appointment as no show, cancelled, or deleted won’t count towards a referral appointment limit.
- We listened to your feedback on the time line indicator. The styling has been updated as well as the option set the colour, opacity and turn it on/off via the calendar settings.
- Add on developers can now make use of the marketing source ID
Fixed
- Statuses on the booked calendar report are now easier to understand and better relate to the state of appointments.
- Adjusted the search your calendar text box to align it with the search button.
- Select accounts were able to select more than 15 practitioners causing appointments to appear miss-aligned to the practitioner column. The calendar will only display 15 practitioners now as expected.
- Some users experiencing a problem loading the financial report are now able to run the report without any problems.
- Client names now correctly display in the CSV export of the inactive client report.
- The attended/billable status on a client’s appointment page has been renamed to Attended and billable to add clarity to what information is displayed.
- Selecting the IM practitioner option from the room view calendar is now correctly sending a message to the practitioner of the appointment.
- Slight usability updates to the calendar reports section.
new
improved
fixed
October changes
New
- You can now view the public holidays in coreplus calendar
- Users can now sync client details with Xero
Improved
- You can now mark an appointment as attended by right-clicking an appointment in the calendar and click 'mark as attended'
- Added feature permission to allow admin/ case managers to delete invoices
- You can now view the day of the week on client's appointment page
- Renamed the "Appointment Reminder" to "Practitioner Reminder" to provide better clarity over its functionality
- You can now view the referrals which are expired and which are current in the drop-down option when selecting referrals in invoices
- Reconciled bulk billing and DVA claims which have been manually marked as fully paid will now be automatically removed from the rejected reports
- Design of the 'Insert Family Member' button in the invoice section has been improved to make it more visible
Fixed
- Select accounts experiencing issues related to the summary table within the appointments page has now been resolved
- Users experiencing issues in Calendar report when trying to view report for a non-client appointment has now been resolved
- Users experiencing difficulty in sorting by invoice number in Financial > Invoice report has now been resolved
- Select accounts experiencing difficulty when saving/ discarding a duplicate client has now been resolved
- Users experiencing difficulty due to email signature not displaying correctly in the email body has now been resolved
- Users experiencing issue with not able to view some calendar functionality in Firefox browser has now been resolved
improved
fixed
new
September changes
New
- You can now select a date range for the newly added report instead of selecting a date range with a slider.
Improved
- Deleted insurers are now easier to identify when filtering in reports.
- Calendar summary report now shows an appointment's subject if the appointment isn't linked to a client's file.
- Increased invoice height restriction to allow you to upload larger images to the invoice header.
Fixed
- Select accounts are no longer experiencing blank invoice PDFs from appearing when sending or downloading.
- The appointment to invoice creator is now correctly loading results.
- Accounts experiencing trouble loading the client portal book now button will now appear it load correctly.
- Changing an insurer will now not alter the insurer saved to previous invoices.
- The invoice status for Medicare patient claims now shows the most up to date submission status.
- A claimant's Medicare card number will now correctly show a green tick on an invoice if their card number is valid.
new
improved
fixed
August changes
New
- Files uploaded to shared, personal and client files now open in a new tab.
Improved
- Updated the list of suburbs and postcodes to reflect new suburbs in Australia.
- UI updates to the client list to make it easier to read.
- Optimised the loading speed on the edit appointment window.
Fixed
- Users experiencing problems with the invoice populator loading results are now able to select service types as expected.
- Medicare errors on the patient claim reports now display the Medicare error code and description.
Account admins users should no longer appear under the client sharing settings.