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.