The client Profile Overview has been redesigned as a configurable card-based layout, with new dedicated subtabs for Packages, Groups, Key Contacts, and Consent Forms.

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Letters now have an AI companion that can draft, revise, and extend content using clinical context from the client’s record.

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Letters now have a redesigned send workflow with a recipient bar, multi-channel sending, and full send history — all visible inline without leaving the editor.

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Letters now have a proper A4 paginated editor — what you see is what you get when you print or export to PDF. No more guessing where page breaks will land.

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A new Security tab in the Control Panel gives admins a dedicated place to manage MFA enrolment and monitor team security status.

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A new security feature adds one-time code challenges at login — ideal for secure environments like prisons or schools where device access may be limited.

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The delete button for broadcast SMS templates has been moved inside the dropdown menu to prevent accidental deletions.

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AI summarisation for Telehealth sessions now receives full transcript timestamps, improving the accuracy of time references in summaries.

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Group appointments now appear alongside individual appointments in the client’s Appointments tab, giving you the full picture of care in one view.

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A new custom layout builder for case note templates with row-based columns, rich text blocks, mandatory fields, and Sign to Complete functionality.

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A new standalone referral form platform for hosting custom, branded referral forms that submit directly into Tacklit.

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A new “No Stage” filter option lets you quickly find group members who haven’t been assigned a stage yet.

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Revert scheduled broadcasts back to draft for editing, and see recipient details directly in the broadcast detail drawer.

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Medical History and Current Medications have been moved from Profile Data to Health Information, making clinical data easier to find.

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Finance Settings have moved from the Invoices page to the Control Panel, with a dedicated home that’s easier to find and navigate.

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View past broadcasts, save drafts, and resume editing them with full state restoration — including channel type, message content, recipients, and scheduled time.

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View past broadcasts, save messages as drafts, and resume editing with full state restoration in the new Broadcast History view.

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The forms page has been redesigned into a single unified list with search, filtering, sorting, and table or card views — replacing the old multi-column layout.

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Save and reuse SMS templates for broadcast messaging, with merge field support for personalising messages with dynamic client and practitioner variables.

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Email is now available as a broadcast channel alongside SMS, allowing clinicians to send broadcast emails to clients using custom email templates with a live preview.

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Email is now available as a broadcast channel alongside SMS, with custom email template selection and live preview.

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A new Task Management module lets clinicians create, assign, and track tasks against clients or groups — with templates, priority levels, categories, and a full audit trail.

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Clinicians can now change the room when editing any appointment type directly from the calendar, with the selected room preserved across time and date changes.

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Superusers can now request revisions to AI-generated session summaries directly from the case note — with categorised issue types, correction instructions, and a full revision history.

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Rooms can now be deleted from Calendar Settings, with a soft delete that removes the room from all booking selectors and filters while preserving existing appointment data.

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You can now select a funder as the payer when creating group invoices using invoice templates, with the funder’s details automatically populated on the invoice.

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Appointment types can now be deleted, duplicated, and toggled between active and draft directly from the card — with soft deletion that preserves existing bookings and references.

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Use the new Side View feature to display two screens side-by-side within a single browser window — compare information, multitask, and keep context without switching tabs.

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When you update an invoice’s amount in Tacklit, the change now automatically pushes to Xero to keep both systems in sync.

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The client profile sidebar now syncs with Dr Flow session tabs when the Dr Flow feature toggle is enabled, with collapsible groups and dedicated tabs for faxes, HealthLink messages, and consent forms.

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The “Book new appointment” button in the client portal header menu is now available to all clients with an assigned practitioner, making it easier for clients to schedule their next appointment.

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You can now add SMS-specific location instructions to each practice location, separate from email instructions. Includes a live SMS segment counter to help keep messages concise and reliable.

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A new Conversations tab on the client profile provides a read-only overview of all email and SMS conversations with a client, with filtering, search, and the ability to continue conversations in Message Centre.

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A new Parchment Admin User ID field has been added to the organisation's Parchment integration, used for org-wide operations like patient sync — separate from individual practitioner credentials.

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The Xero integration now supports syncing credit notes and void operations between Tacklit and Xero, with a sync log showing the status of each entry.

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Packages now support automatic rollover of allowances on a recurring cycle — ideal for EAP contracts and funded care programs. Choose between Calendar Year or Anniversary rollover with flexible reset options.

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The session screen layout has been enhanced with 5 cards displayed side by side, giving clinicians more room to see everything at a glance during a session.

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Calendar Settings is now accessible directly from the Control Panel sidebar, making it easier to manage appointment types, calendar linking, and room management without switching contexts.

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A new toggle in Control Panel allows Practitioners and Administrators to be selected as report reviewers, giving them access to review reports without requiring Superuser permissions.

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A new Custom Labels page lets practices customise key terminology across the platform — for example, changing "client" to "patient", "participant", or "consumer" to match your practice's language.

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Correspondence In now includes additional document types like Survey and Consent Form, with new search, filter, and sorting capabilities for easier document management.

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A comprehensive update to appointment availability and location handling, making scheduling more accurate and flexible across telehealth and face-to-face bookings.

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A new toggle lets practices restrict data creation within non-active episodes, ensuring only Superusers can modify closed or inactive episode records.

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A new toggle locks data in non-active episodes, restricting edits to Superusers only — protecting appointments, case notes, invoices, letters, reports, and health information from accidental changes.

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A new Transaction Report is now available in the Analytics module, displaying all payment transactions for invoices with detailed filtering and export capabilities.

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The AI Referral from Mailbox feature now supports processing and attaching multiple files during referral creation — up to 4 attachments per email in .pdf, .jpg, .jpeg, and .png formats.

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Group invoices now support editable Invoice IDs with randomised alphanumeric characters, preventing duplicate ID conflicts and giving practices more flexibility.

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A new AI-powered feature lets you convert incoming faxes into structured referrals with a single click, saving time and reducing manual data entry.

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A new automated flow creates referrals from emails received in the referral mailbox using AI processing, extracting content and attachments to speed up intake.

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Practices can now create packages based on dollar spend instead of session count, with automatic budget tracking that prevents clients from exceeding their allocated amount.

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Practices can now assign up to five clinicians to a single client record, making it easier to coordinate care across teams without needing to use groups.

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Tacklit now features a new Entry Page that intelligently routes clinicians to the right product after login, supporting seamless workspace switching between CareOS and Dr Flow.

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Administrators can now manage clinician access to Dr Flow directly from CareOS, with a new Flow button enabling eligible clinicians to open Flow without leaving the platform.

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When linking a referral to a client profile, you can now sync the referral subject's information directly to the client record, keeping details consistent without manual re-entry.

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Superusers can now update a clinician's Parchment User ID directly from the Medicare & Prescribing section, streamlining the setup process for practices using the Parchment integration.

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Investigation records now support previewing attachments in Dr Flow, with new hyperlinks to navigate directly to related documents and improved Investigation Status button behaviour.

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Clinicians can now update a client's email address and trigger a password reset email directly from the Edit Client Profile screen in CareOS, provided the client has already logged in.

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A new flexible role-based access system that gives practices tighter control over what clinicians can see and do within the platform, with the ability to create custom roles with tailored permissions.

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Clinicians can now mark documents for investigation and view investigation details for Reports, Letters, Attachments, HealthLink, and Faxes directly from the Client Detail page.

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The Dr Flow consultation finalisation step now includes an action checklist that tracks the progress of Billing, Assessment, Notes, Medical Information, and the Next Appointment.

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We have released a set of improvements that give organisations clearer control over clinician availability and more flexibility in how schedules are managed. Admins can now lock down working hours, schedules can be tied to specific locations, and start times and working days are customisable at both appointment and clinician levels. Clinicians can request or apply temporary overrides with optional approval, and all changes are reflected instantly across the calendar and booking flow. These updates strengthen governance while supporting more adaptive working patterns.

Turn spare capacity into booked appointments with smart, automated outreach.

Campaign Builder helps your team fill calendars, activate waitlisted clients, and streamline first appointments. It is built directly into Tacklit’s Broadcast Messages so your staff can convert availability into real bookings in just a few clicks.

Key benefits:

• Drive higher utilisation: Fill last minute gaps, cancelled sessions or newly released availability with controlled, targeted outreach.

• Improve client access: Clients receive clear, simple offers with a direct appointment link so they can book in seconds.

• Reduce admin load: Automate reminders, first appointment nudges and match allocation workflows that would normally take your team hours of manual effort.

• Increase revenue reliability: More appointments booked means fewer unfilled sessions and more stable revenue across your service.

• Make your team more efficient: Front-of-house teams, clinical managers and practitioners can collaborate on campaigns without switching tools or running exports.

• Create a seamless client experience: Personalised messages, instant booking links and accurate availability make it easy for clients to engage and take up support sooner.

Watch our short 'how to' video here

We’ve added two small but helpful improvements to the form builder.

1. You can now reorder questions within CDF categories, giving greater control over how forms are structured.

2. New CDF questions also appear unchecked when editing existing surveys, making updates safer and more intentional.

We’ve introduced a new Email Editor to give you greater control over the automated email messages you send out.

Key benefits:

• Personalise communications with client and appointment details.

• Apply your branding through custom logos, colours, fonts, and layouts.

• Easily edit subject lines, reply-to addresses, and content.

• Ensure a professional experience with responsive emails that look great on desktop and mobile.

• Prepare for future flexibility, with support for creating new templates and upcoming campaign functionality.

This update helps you deliver consistent, professional, and engaging communications.

Watch our short 'how to' video here

• The new default SMS template is now {{practiceName}} has asked you to review and complete the following information. You can view…

• This release also now introduce a simple customisability for any service to reword this triage SMS content.

  
  

• Updated MBS codes and rates based on July 1st update

• Additional MBS codes added

We are excited to introduce Premium Forms, a new feature that allows you to assign external documents, web links, and custom forms to their clients directly within Tacklit. This enhancement provides greater flexibility in sharing resources and collecting information. You can send links to externally hosted forms, Tacklit powered advanced forms or even PDF or MS Word attached files.

How It Works

• For Clinicians and Administrators: You can now configure a premium nd send links to external resources through the existing "Generate Survey" and "Set Forms" workflows.

• For Clients: When a Premium Form is assigned, it will appear as a new task in the client's profile. Because these forms are hosted externally, clients are provided with a "Mark as Completed" button to manually update their task status.

• Coming soon For Staff: You will also be able to trigger sending a premium form to staff, allowing you to securely collect, store and report on information from your team

Apply Invoice Templates to Client Auto-invoicing Rules

You can now set a preferred invoice template for each client under Client Profile > Manage Client Invoice Rules, to select which invoice template the client should receive.

Apply Default Invoicing Template to the account level settings:

You can now set up invoice templates at the account level for greater flexibility and consistency. This can be overridden at the client level if needed. Go to Invoices> Finance Settings> Manage account level details

Send to Key Contacts:

You can now automatically send invoices to client key contacts, from the auto-invoicing section of a client profile, making communication even easier.

Streamlined Settings:
The old “Due date” and “Include Medicare details” (Australia) options have been retired. These are now managed directly within your selected templates, giving you more control in one place.Updated Invoice Creation:
The “Create Invoice” button has been updated to include template selection options, directly from the client invoice page.

You can now edit existing packages and duplicate any package with just a few clicks! This enhancement streamlines the package management workflow, making it faster and more efficient to make changes or create similar packages without starting from scratch.

Key Benefits:

• ✏️ Easily update package details without recreating them

• 📄 Quickly duplicate an existing package to create a new one with similar settings

• ⏱️ Save time and reduce manual entry errors

This improvement is part of our ongoing commitment to simplify and enhance your experience.

Easy to view and update referrals, episodes and packages all in one place

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The Staff Data Field (SDF) feature allows flexible data points to be stored against team members, similar to the Client Data Field (CDF) functionality.
Key Highlights:

• Supports all staff roles, including mentors.

• Enables capturing custom, structured data for internal reference or future AI enrichment.

• Three visibility levels:

  • Superuser Private: Only visible and editable by superusers.

  • Private: Viewable by both superusers and the individual clinician.

  • Public: Marked as non-sensitive and may be used in the future to enrich Engage profiles, support AI use cases, and more.

Data visibility ensures privacy and appropriate access control across roles.

Additional Notes:

• This feature is gated and can be enabled based on your organisation’s needs.

• Default system fields (e.g. staff email) are not currently tracked in SDF, unlike how default fields such as email are tracked in CDF.

A new optional menu item (available on Tacklit 360) for session monitoring at scale

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1. The edit appointment modal has been updated to align with the inline calendar booking UX.

2. A new checkbox to not send any client comms is available below reschedule appointment; optional to check when the appointment type or delivery mode is updated.

3. Appointment type changes are not available if there is an invoice created for this appointment. To adjust, the invoice must first be voided.
   
   

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Allows uploading a PDF and automatically gets processed by AI to extract important fields from document/image.

• Adds a new button below "Create new referral" on the Referrals (v2) tab.

• Clicking on button takes a file upload.

• Uploaded file gets processed by AI to extract important fields from document/image.

• A new referral is created from the file automatically.

• User can still edit the referral as needed after.

Along with this change is the introduction of customer-specific mailboxes, where we've assigned a unique email address to each of our customers, which will be used as the sender address for all customer communications (appointment notifications, report/letter sharing, etc.) from now on.

Read more…

We're excited to announce a new feature in Tacklit designed to give you more control and flexibility over your telehealth sessions. We understand the importance of efficient and effective telehealth delivery, and this update is aimed at streamlining your workflow and enhancing the experience for both your staff and clients.

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We have updated our AU Medicare claims feature to support Referrals v2. In the past, we had a hack to back-update from Referrals v2 to v1, which allowed claiming to continue, but the implementation was incomplete and sometimes meant that some clients with valid referrals couldn't be claimed for, even though it should have been possible. This came to a head when Referrals v2 was turned on for Recharge, after which they faced issues with claiming, and requested to switch back to Referrals v1.

This enhancement adds a new dropdown to the claims creation modal, which displays all non-declined referrals of the client. Any referral can be selected here, but we have included validation to ensure that the referral selected has both

1. a valid Medicare provider number attached, and

2. starts before the appointment date, in alignment with Medicare claiming requirements.

This will allow customers with Referrals v2 to select a referral for the claim that they are creating, instead of relying on incomplete Referrals v1 data.

Please note that this enhancement is only available for customers with Referrals v2 turned on, as those still on Referrals v1 have a different logic for obtaining the referral's Medicare provider number.

Allows uploading a PDF and automatically parsing potential case notes from its content. Users can review, select, and create notes directly from the parsed results. This feature is flagged to aiPDFToNotes accounts only.

Appointment type time slot settings enhancements

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A new boost setting now allows practices to enhance the visibility of specific psychologists in Engage booking.The ranking score is calculated based on the following criteria:

• Boost setting

• Clinician availability in the next 5 days

• Total working hours per week

The score is pre-processed hourly for optimal sorting performance. As the feature is still in the experimental phase, adjustments or updates to the formula may be made.Important Note: The new sorting by ranking score is not enabled by default. Enabling it will override the default sorting by next availability.

The appointment list in the client profile will now display the appointment owner’s name after the appointment type.

This enhanced feature is designed to boost your efficiency by consolidating all essential client information and functions in one easy-to-navigate location. Whether you’re scheduling appointments, processing payments, or coordinating care, everything you need is now at your fingertips—improving both your workflow and overall user experience.

Use this guide as a reference to explore all the new functionalities and to maximize the benefits of the streamlined client management experience. Enjoy the improved efficiency and simplified navigation in your daily tasks!

How does this work:

Check out our short video here or read on below:

The Appointment Booked activity will now display the name of the person who booked the appointment, while the appointment owner’s name will be included in the description (e.g., ’with {Appointment Owner Name}’).

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This is an extension of merge client record feature. Client record deletion is permanent. Recovery is possible but with caveats:

1. Recovered record will very likely have data missing, this is because we can only recover from database snapshot. And snapshots are taken at interval. Also we only keep snapshots taken every 2 hours for 7 days.

2. All attachments are generally not recoverable and will be unrecoverable once it passes GCP's safe delete period. To be confirmed how long this is.

3. The source client record's clinician assignment will be compared against target's clinician assignment, if they are the same, future appointments remain. Otherwise source client record's clinician assignment is removed and future appointments related to the clinician is then cancelled. Same situation applies to mentor.

Introduced codified locations under Practice Information in the control panel. Users can now add, update, deactivate, reactivate, and designate a primary location.

You can now search Address Book contacts and add them as Organisation or Professional referrers in the referral form, create new referrers directly from the form, sync updates between Address Book and referrals, display an icon for linked referrers in the referral list, and track linking/unlinking actions in the history log.

Read following instructions...

Referral Enhancement: The referral list now includes a status menu in the left menu, filtering by funder, ability to add a package with or without a funder, display of the latest note, and a sortable "Status Changed" column.

Allow assigning a client to multiple groups at one time, from the client profile "Assign to Groups" functionality

Allow changing CDF variable types between Text/Long Text. Other types still cannot be changed.

You can manage client profile merges inside the workspace control panel. This action is only available to Superuser role types.

This article covers both a step by step guide for how to execute a profile merge, and also the specifics of the data migration policy and logic.specifics of the data migration policy and logic

The following instructions guide you through updating client data fields in both profile and health information sections via Care OS. This newly enhanced feature allows for seamless editing through a single interface, making the process more efficient and user-friendly.

Read following instructions...

We are enhancing our Referral Module to improve more complex workflow management.

1. New referral statuses added, with the 'Accepted', 'Awaiting Service' and 'Closed' statuses requiring a reason to be provided.

2. Updated the referral status menu to reflect all statuses so it is easy to jump into the right bucket directly

3. Enabled attaching Funders to referrals without Package specified. Also, enabled the ability to attach Packages to referrals without a specified Funder.

4. Added a filter by Funder to the referral list view.

For more information keep reading...

Enhancements have been released to the Telehealth Entry to allow call participants to check their audio and video setup.  

1. Control your video source and background before entering the call.

2. Test the audio output and change your speakers.

3. If there are problems accessing media devices get a step by step walk through on how to enable for your specific browser.

4. See you daily call list conveniently placed directly in the header for easy access.

For more information keep reading...

We wanted to let you know about some of the changes you will be seeing in the case note template builder, and when writing case notes. 

We have introduced 4 new improvements:

1. Long Text Field added to case notes

2. Save Behaviour of a case note

3. Case note title populates automatically with template name

4. 'Sort by' added to case note history in the client profile

Keep reading to learn more...

We've added a new test call capability to our Telehealth site that allows all users to test their camera/microphone setup and internet connection. This page is available at https://au.tele.tacklit.com/video-test, and users will be guided through the tests and in the end, a report can be generated should any troubleshooting be required. This allows any call participant to test and configure their set up to ensure they are ready for a high quality video call.

• Standardize Onboard Triage UI

• Able to choose to generate a link or send a facilitation url to a client via SMS/Email

• Able to send to client on schedule

The inline calendar now supports group appointment with two new views (Calendar and Open Slot), similar to the one-on-one functionality.

• All views now support working schedules.

• Introduced a new "Multi-Column" view, similar to the care pathway layout.

• Moved the calendar view settings to the top for easier access and a cleaner interface.

• Introduced a toggle view at the sidebar, allowing users to freely switch between views without limits on the number of selected clinicians.

• Slightly updated the UI for a more compact and refined look.

• Added 3 colour options for users to display non-working schedules.

Learn more on our new calendar view

We’ve made some updates to the address book functionality to enhance flexibility and support various use cases:

• Expanded Entry Types: The address book now accommodates both individual and organisational contacts, allowing for a more comprehensive management of different entities.

• Diverse Roles: We’ve introduced support for multiple roles, including funder and referrer, to better categorise and manage contact information.

• Copy Functionality: A new feature has been added to facilitate the copying of address book entries across different roles, streamlining the process of updating and maintaining contact records.

These enhancements aim to improve the usability and adaptability of the address book for various needs and scenarios.

Add option to assign package/s when linking referral with client.

Able to link an Episode of Care to a referral v2.0

Able to assign a funder to Referral Packages in version 2.0.  

The inline calendar now supports one to one appointments with two new views (Calendar and Open Slot).

• Superusers/clinicians are able to add instruction note.

• Form validation implemented for clearer error identification.

• Added time filtering options.

Add package details to appointments card and in client profile appointment list, if the appointment is created with a package.

Now we support package as a template in the care pathway

Improved client list design by adding TID and clinician information for easier client identification.

Referral Management 2.0 allows clinicians to add referrals without a client, and enabling linkage to a client at a later stage. A new menu called “Referrals” is displayed for superuser and receptionist, along with the updated version of referrals in client profile page. New Features in Referrals V2:

1. Client Matches: Potential client matches are shown within the referral, allowing clinicians to easily link them. Clinicians can also create a new client, which will be automatically linked to the referral.

2. Referral Form Submission via Paperform: A referral form link can be added via Retool, and clinicians can copy the link from the referral list sub-tab. On form submission, it will create a new referral and store client data as Referral Data Fields (RDF). When linking a client to a referral, RDF can be synced to Client Data Fields (CDF).

3. Display Referral History: The referral history is displayed, providing a comprehensive view of past referral updates including attached documents.

Previously located in the Referrer and Key Contacts tab in the client profile page, the Key Contacts has now been moved to the Profile Overview tab. Key contacts are grouped alongside the client’s other personal information, while the Referrers tab has been refocused on referrals.

• Add a Profile Note to a client's profile

• View the alert or flag in the client list view

• See it at the top of the client profile, always

• Unpin it when you're ready

• All users can add and view the Profile Notes

For more information please check out this article: Tacklit Alerts & Important Notes​

• When you add or update a group stage, the date and time stamp appear under the stage.

• You can also filter by the group stage, to better manage the cohort of clients within that group.

Read more information here: Tacklit Overview: How to get the most from Groups​

A new column Referral Statuses can now be added to the client listing to be filtered on. This is linked the the “Status” field of Referrals linked to clients.

CDF variables can now be added to case note templates as fields in the heading. This will allow case notes to automatically add more detail to the client’s Profile Information.
ℹ️ CDF variables in case notes will automatically sync to the client’s Profile Information when the case note is saved
⚠️ Some variables that sync to the client’s profile (i.e. client’s name, contact information, Medicare information) cannot be added to the case note template

Referrals feature now supports:

• Multiple referrals per client.

• New fields: unique 6-char referral id, status, link to episode, provider number, presenting issues, etc.

• Ability for clinician users to upload documents against referrals.

• Ability for individual GP attached per referral.

Activities are calendar events that do not include the client, but are assigned to a client. This means that the event will be assigned to a client or group, but they will not be informed of it, and will not receive a calendar invite. This covers a gap in our calendar feature where practitioners want to invoice their clients for activities outside of regular appointments, but have no way to track them.

Overview

1. Added new type of appointment, controlled in the calendar settings on the Appointment Types page

   • No set date/time, delivery mode, or room requirement

   • Pre-set duration and rate, with checkbox to allow change

     
     

2. Added ‘Activity’ option to inline booking popup in calendar

   • Can be assigned to a client or group

   • If the duration setting in the appointment type is set to not allow change, only the start time can be changed

   • If the rate setting in the appointment type is set to allow change, there will be an input to set the rate, prefilled from the appointment type

   • Can be set to ‘Free’ to allow regular appointment bookings, or ‘Busy’ to block the calendar slot

✅Activities are viewable in the client’s profile or group’s details, and can be added to invoices.
❌Activities cannot be booked in the regular appointment booking modal
❌Clients are not informed of activities when they are created, updated, or cancelled, and do not receive reminders for them
❌Activities do not show up in the client portal, and activity types cannot be booked in Engage flows and the client portal booking flow 

In the assessments tab on the client profile, you can now toggle to a chart view to see the trends of psychometrics over time. Pre configured charts allow clinical staff to use the trend data to prepare or engage with a client on their treatment journey. Depending on the specifics of each measure, it shows both overall score and sub scale scores over time.

In the client profile you can now see quickly any outstanding forms that have been triggered for that specific client. Here you can trigger a reminder, or cancel any forms that are no longer required.

With our integrate telehealth you now have more granular control over phone delivery. Determine where you want to offer outbound calls. Dial via Tacklit where the client received as a phone call to their registered mobile number. Or offer VoIP where your team and the client join a voice room using the internet and data.

New delivery mode - Other.

Which allows a custom title and instructions, which will replace the traditional "Face to Face / Phone Call / Video Call" in the Care OS / Client Portal.

Now you can customise your time to send the letter to your client in the Report & Letters Tab after the letter is published.

Added a new address book tab to organise the contacts.

Expecting a form or assessment completed by a client before or during a consult? Now you can manually trigger a refresh to check for the latest information. This allows you to get any data you need the instant it is available. This feature supports any information asset that may be provided by a client including forms and surveys, psychometric assessments and appointment bookings / cancellations.

With Tacklit Workspaces, you can have a streamlined and organised operation across multiple services. All workspaces will be in one place. No more logging in and out; now just toggle between the services you want to view.

• Superusers or designated practitioners can now create an episode of care. This allows client data and activities to be organised based on a time-oriented framework.

• Manage, draft, and activate episodes, with only one allowed to be active at a time. Once the status is set as Active, new client appointments, assessments, survey and check-in insight are linked will be linked to this episode.

• For Report, Case Note, Letter, and Invoice, you can select the episode to assign to, current active episode will be picked by default but you can also select other episodes.

• Health Information is now supported for each episode, it works the same way as Profile Information, the difference is Health Information is designed to use for health data recording which is specific to each episode.

• In the client profile, use the episode filter to view client data and activities linked to each episode when click into each menu bar.

• Superusers can now craft multiple tailored invoice templates for your service. Have different variants that include the required format and information.

• Complete flexibility to designate specific structured fields, and add free text, images and other information with our rich editor.

• Support for both individual and group appointments.

• Make changes to your invoice templates at ease. Existing invoices, whether in draft, issued, or closed, remain unaffected by the updates.

Enable communications for young person record only client type. Currently, we only support appointment communications to young person profile.

Now on the Medicare Claim page, you can select multiple/all claims and choose to submit all at once.

In practitioner profile, Superuser, Profile Owner and Receptionist can add and delete multiple registration types and numbers.

Clicking to open appointment details now also grants you access to view the attached invoice issued for the selected appointment.

To improve the user experience when working in the Groups tab, we added a filter to ‘Filter by Group Leads’, along with additional sorting capability to sort by ‘Group Names’, ‘Created’ and by ‘Group Members’ volumes.

With folder capability in case notes, practitioners can keep client notes private. They control sharing with other users having access to the client profile, ensuring privacy.

Practitioners now check room availability on their calendar view. Previously this is limited to only Superusers and Admins.

• Receptionist Team Tab: The Admin Role can now access the Team tab and complete key actions such as adding a new practitioner or update practitioner information to support the service.

• Reactivate Practitioner: We have added an option to reactivate practitioner account directly without creating a new profile.

• More superuser controls for 2FA and Password Management: From a practitioner profile page you can enable or disable Two-Factor Authentication (2FA) at the practitioner level, and reset the enrolment to assist with logging in.

• Reset Password for Practitioner Profile: On the Practitioner Profile > Actions… > Reset Password, you can now send a reset password email or generate a new password, should they need support logging in.