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.