Changelog

Staff Roles

Give your team the right access to the right tasks

Running a healthcare business means balancing accessibility with security. Our Staff Roles feature gives you control over permissions each team member has. With five predefined roles, you can assign the right level of access to each team member—ensuring better security, less confusion, and smoother operations.

💡 How It Works: Choose from five distinct roles based on responsibilities:

• Owner – Full control over the business, including all settings.
• Admin – Handles daily operations but without access to payment settings.
• Manager – Manages their own profile and certain staff profiles.
• Staff – Limited access to day-to-day tools like scheduling and client management.
• Developer – Access to the developer portal for integrations, without touching sensitive business data.

Why you’ll love Staff Roles

• More security – Control who can access sensitive data and settings.
• Less confusion – Team members see only what they need, reducing errors and admin work.‍
• Easy management – Assign and update roles in seconds.

Form Templates

From repetitive to ready-to-go, build smarter forms in seconds

Creating and managing patient forms shouldn’t take up valuable time that could be spent on care. No more repetitive form-building! Our Form Templates feature allows you to create, customize, and reuse forms effortlessly. Whether you need a standard intake form, assessment questionnaire, or a specialized patient record, you can now save time and maintain consistency with just a few clicks.

💡 How It Works: Choose from pre-built templates, create your own, or turn an existing form into a reusable template—it's that simple!

Why you’ll love Form Templates

• Save Time – Quickly create reusable templates instead of starting from scratch each time.
• Ensure Consistency – Standardized forms mean accurate, reliable patient data across your business.
• Stay Flexible – Modify forms as needed to fit different patient needs or assessments without recreating everything.
• Access a Template Library – Pick from hundreds of pre-built industry and community templates.

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Custom Tags & Custom Fields

Gain more control with tools that personalize your Patient Records

Managing patient records isn't a one-size-fits-all. Every patient is unique , and now your records can be too! With Custom Tags & Custom Fields features, you can organize, categorize, and capture patient data in a way that makes more sense to your healthcare business.

What’s new?

Custom Tags

Instantly categorize and prioritize clients with color-coded, customizable tags. Whether it’s risk-level, treatment stage, or payment status, your most important client details are now visible at a glance - right within Patient Records and the Calendar.

Why you’ll love Custom Tags

• Identify client needs in seconds - Flag high-risk cases, treatment plans, or payment statuses
• Bring clarity to your workflows - Create tags that match your unique criteria and processes
• Strengthen team coordination - Ensure critical information is accessible across your practice

Custom Fields

Record the data that matters most. From chronic conditions to treatment progress, tailor records to collect and store the exact data you need for more personalized care.

Why you’ll love Custom Fields

• Customizable client records - Create and organize data fields specific to your care approach.
• Capture unique client data - Add fields like numbers, dates, multi-select options, and more.
• Seamless integration - Import data from existing EHRs without the hassle
• Optimized workflows - Have every essential detail at your fingertips, reducing admin time

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Client Records

Managing Patient Records just got easier!

We know how important efficiency and clarity are when handling patient records. That's why we've made powerful updates to streamline your workflow, reduce clutter, and give you more control.

What’s new?

Patient Archiving

No more deletion. You can now archive patients instead of permanently removing them from active records.

Why you’ll love Custom Tags

• Records are still instact and accessible without cluttering your active list
• Reasons for the archive can be added to stay organized
• Archived patients won’t be able to log in, book appointments, or receive invoices
• Need them back? Restore anytime with zero data loss

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Timezone Tracking

Eliminate timezone mix-ups. Your patient’s timezone is now reflected on their patient record.

Why you’ll love Timezone Tracking

• Automatically captures patient’s timezone based on their first appointment
• Ensure more accurate scheduling, fewer no-shows and no more timezone confusion
• Editable and can be updated anytime to reflect changes

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Bulk Import

Migrating patient records? Now you can bulk import data with CSV files seamlessly.

Why you’ll love Bulk Import

• Easily import patient records with smarter custom field mapping
• Save time and reduce manual work by matching CSV headers automatically

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Patient Profile

We’ve improved the layout to make the Patient Profile more intuitive.

Why you’ll love Bulk Import

• Improved layout for better readability
• Clearer buttons and tabs for faster navigation
• Better spacing and organization so key details are always within reach

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Client Portal

Secure every message, empower every interaction

Give your clients a better care experience with Client Portal and Secure Messaging – two powerful features designed to enhance the way you and your clients communicate.

What’s new?

Client Portal

A dedicated, private space where your clients can manage their care with ease and confidence. From appointments and payments to communication and records, everything they need is now in one seamless, secure hub.

With Client Portal, your clients can:

• View past and upcoming appointments
• Pay invoices securely
• Access their historical records
• Connect with you via Secure Messaging

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Secure Messaging

Built right into the Client Portal, Secure Messaging offers a fast, organized, and HIPAA-compliant way to stay in touch with your clients. Say goodbye to scattered emails and risky SMS – this is communication made for healthcare.

With Secure Messaging, you can:

• Send and receive real-time, HIPAA-compliant messages
• Safeguard sensitive information with an encrypted alternative to email and SMS
• Share treatment plans, invoice, and important file effortlessly
• Maintain organized, trackable conversations with clients
• Autosave messages so you can pick up conversations exactly where you left off

Note Templates

Customizable templates for faster, smarter notes

Notetaking can feel repetitive and time-consuming, especially during back-to-back consultations. That’s why we’ve introduced  Note Templates - a new feature that lets you save and reuse structured note formats you use often, so you can spend less time and more time focusing on your clients.

💡 Whether you’re jotting down SOAP notes, progress notes, or treatment plans, Note Templates help you keep your documentation consistent, efficient, and team-aligned.

Why you’ll love Note Templates

• Save structured note formats like SOAP notes, progress notes, or treatment plans
• Reuse them effortlessly to maintain consistency across sessions
• Reduce repetitive typing and save time
• Focus more on your clients, not the administrative work

Share across your teams for consistency

Client Billing

Modern payment tools for modern healthcare businesses

Managing client payments just got easier! With Client Billing, you can automate invoicing, track payments, and give your clients a seamless way to manage their billings.No more chasing payments, no more manual paperwork - just a smooth, professional billing experience for you and your clients.

💡 How It Works: Set up billing to automatically generate invoices whenever a paid service is booked, or send them manually as needed. Invoices are emailed directly to clients with a Pay Now button.

Why you’ll love Client Billing

• Easily monitor payments – Gain full visibility into what’s due an overdue with comprehensive billing overviews, and get notified when payments are made.
• Automate invoicing – Create and send invoices automatically when clients book appointments, and let our system handle follow-ups for overdue payments.
• Simplify invoice creation – Streamline your invoicing with preconfigured service catalogs.

Empower your clients – Provide clients with a user-friendly portal to review and manage their payments easily.

Locations

Powerful multi-location management, simplified

Managing a healthcare business across multiple virtual and physical locations can be complex. With the Locations feature, you can centralize every location you operate in, assign the right staff and services to each one, and personalize how patients find you.

💡 How It Works: Create and manage multiple locations in your settings, where you can assign eligible staff and services. Customize location details with photos, Google maps, and contact information to give clients a smoother booking experience.

Why you’ll love Locations

• Centralized management – Oversee all your locations from a single dashboard
• Smart assignment – Easily allocate services and staff to specific locations
• Operational clarity – Cut through the chaos of multi-site workflows‍
• Improved patient experience – Add photos and directions so clients always know where to go

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Multi-staff Calendar View

Effortless team management: multiple staff, one view

Empower your business by making team management and scheduling effortless and efficient. With Multi-staff Calendar View, you can see everyone’s availability in a single, streamlines calendar, making it easier than ever to manage your team and book appointments. Each staff member appears in their own column, so you can plan and optimize schedules at a glance.

💡 How It Works: Enable Multi-staff Calendar View from your calendar settings, then filter by staff to display individual columns for each team member. Simply click and drag to create events, assign them to the right staff, and manage bookings with total visibility.

Why you’ll love Multi-staff Calendar View

• Enhanced efficiency – Simplifies team coordination and calendar management
• Optimized scheduling – Set appointments faster with easy click-and-drag actions
• Effortless management – Instantly see what your whole team is doing, all in one view

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Customized Exported Events

Customized calendar exports for streamlined scheduling

Stay effortlessly prepared for every appointment with Customized Exported Events. This feature lets you control exactly what information appears when exporting appointments to your external calendar. No more digging for client details or flipping between tools. With tailored exports, you get clean.

💡 How It Works: In your calendar export settings, simply select the details you’d like to include. Use dynamic placeholders to personalize the details of the exported event, so each appointment overview is tailored and informative at a glance.

Why you’ll love Customized Exported Events

• Tailored information – Export only what matters most to you
• Quick overview summaries – View essential appointment details directly in your calendar
• Time-saving efficiency – Be better prepared without the extra clicks

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Group Questions

Unlimited customization for simplified workflows

You wanted more liberty to customize the forms and questions you need, so we rolled up our sleeves and got to work! With Group Questions, you can now add and organize multiple questions within a single page, making form creation (and completion) smoother and more intuitive for everyone. Responses are easier to review, and the format is automatically optimized for printing if needed.

💡 How It Works: When creating or editing a form, simply select Group Questions to combine multiple questions into one seamless section.

Why you’ll love Group Questions

• More engaging forms – Organize questions into cleaner, more patient-friendly layouts
• Streamlined experience – Easier for clients to answer and review
• Print-ready – Automatically formatted for easy printing when needed

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Patient Authentication

Boost confidence and security in every form

Introducing Patient Authentication - a new layer of security and simplicity for your healthcare business. By enabling email verification on your booking pages and digital forms, you can now protect patient data while creating a smoother onboarding experience. Verified existing patients enjoy autofilled forms, while new patients experience a straightforward onboarding process.

💡 How It Works: Enable Patient Authentication in your form or booking settings. When patients enter their email, we’ll verify their identity—matching them to existing records or guiding new ones through a secure onboarding flow. Verified patients get a trusted badge and faster form-filling.

Why you’ll love Patient Authentication

• Stronger data protection – Email verification keeps sensitive information secure
• Instant convenience – Existing patients get autofilled forms, reducing errors‍
• Patient confidence – Boost trust with a verified badge and professional flow

Time Slots

Introducing the fastest way to share your availability

Say goodbye to tedious calendar coordination and hello to effortless scheduling. With Time Slots, you can now set and share your availability in seconds. It’s the simplest, fastest way to get booked without the back-and-forth.

💡 How It Works: On your calendar, drag and highlight the time slots you’d like to offer. A unique booking link is instantly generated for you to share with your clients. Accept multiple bookings from a single link, hassle-free.

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Why you’ll love Time Slot

• No more typing – Just drag and drop to create your availability
• Fewer emails – Skip the scheduling ping-pong
• One link, multiple bookings – Set once, share once, get booked many times‍
• Speedy setup - Everything takes less than 30 seconds