August Small Improvements Roundup

Summer might be winding down, but we’ve been full steam ahead! From smoother virtual visits to smarter client management, August brought a host of updates designed to save you time, improve accuracy, and make your clinic run even better. Here’s everything we released in August:

🎥 Video & Virtual Care

Smoother, smarter, and more reliable online appointments.

Video Conferencing V2 – Pre-join checks, screen sharing, and a modern interface make virtual consultations easier and more professional.

👥 Client & Lead Management

Better visibility and collaboration across your clinic.

Client Secondary Owners & Restrict Access – Allow multiple owners to manage client cards securely.
Lead Primary Location – Assign and track leads by location across cards, listings, and reports.
Optimized Client Listing Pages – Faster, fully translated pages for managing clients efficiently.

🧪 Labs & Clinical Workflows

Clearer, faster, and safer day-to-day operations.

Lab Improvements – Navigate results seamlessly with clearer dates, totals, and backlog visibility.
Medication History – View itemized medications for better clinical accuracy and record-keeping.

📝 Documents & Letters

Professional, structured, and easy to manage.

Letter Formatting Improvements – Fixed headers, footers, page numbers, bullets, and merge tag support for cleaner letters.

🌐 Online Booking & Services

Clients find what they need faster.

Improved Service Search in Online Booking – Returns relevant results across all categories for a smoother booking experience.

🏦 Billing & Payments

Stay on top of credits and avoid disruptions.

Auto Top-Up & Low-Credit Warnings – Automatic alerts for low balances or failed payments keep operations running smoothly.

🇬🇧 UK Clinics Only

Localized tools for safer and more accurate care.

Prescription Alerts – Real-time contraindication alerts for safer prescribing.
Insurance Verification Status Labels – Quickly see whether insurance details are verified, unverified, or pre-verified.