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