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New Features & Improvements
- Tasks
- You can now assign tasks to other staff
members. The person assigning the
task can edit it, while the assignee can
mark it complete and add notes.
Notifications will alert you when tasks
are assigned, edited, or nearing their
due date. See Tasks List Page for more information.
- You can now assign tasks to other staff
- Clients
- The Client Details page has been
redesigned for speed and simplicity.
Active and archived forms now have
separate tabs to reduce clutter, and key
client information is highlighted at the
top for quick action. These updates are
designed to streamline your workflow
and improve navigation across the app. See Add or Edit Client Details for more information.
- The Client Details page has been
Defect Fixes
- Schedule
- We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history.
- Cases & Notes
- For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead.
- Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.
- Billing
- For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges.
- Organization
- Payroll validation errors now appear when pay rate dates overlap, so you can quickly correct conflicts.