Changelog

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Nurses can order medications and services from triage, and orders no longer fail on an open consultation

• Adding an order no longer fails with “That consultation could not be found, or is no longer open for nurse orders” when the patient’s consultation already exists or the doctor has started writing. Orders go onto the consultation for this visit, or a new one if there is none; a signed consultation says plainly that it can no longer take orders.
• Medications and services ordered at triage appear on the consultation and, for medications, in the pharmacy list.
• A role that may not prescribe or order a test still sees that sub-tab, with the reason and a pointer to Settings → Facility → Clinical access.
• The triage queue shows each patient’s Patient ID again, in its own column and on the phone, tablet, board and Waiting cards, like the consultation table.

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Shift handoffs open filled in, and show up on the chart

• Update handoff starts from the patient’s latest handoff instead of a blank form, and the latest text is shown under the patient on the panel. Correcting your own entry opens with every part filled in.
• The Handoff tab on the triage chart lists the patient’s handoffs from earlier visits too, and says so when it cannot load them instead of showing an empty list. See Triage.

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Every triage note for a patient, in a Triage notes sub-tab

• On a consultation, open Vitals then Triage notes; on a ward chart, open Care History then Triage notes (beside Timeline). See Consultation and Admissions.
• The triage for this visit comes first, marked This visit; earlier triages follow, newest first and paged, each with the full note, vitals at triage and nurse orders.
• The sub-tab is kept in the page address, so a reload or a shared link opens on it. The From triage card beside the vitals is unchanged.

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Clinical access choices stay saved — and a save that changes nothing now says so

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The shift rota offers wards, and shift times read in 12-hour

• Choosing where a shift belongs now lists Departments and Wards separately, and the rota filter, the By department or ward grouping and the shift cards show (Ward) against a ward. See Shifts.
• Start and end times use the same picker as the appointment form (7:00 AM, 7:00 PM), in the shift, shift type and coverage rule panels. A shift that ends the next day is labelled (next day).
• The rota’s cells now show each shift’s hours and where it is.

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Inventory alerts clear themselves when the problem is fixed

• Receiving or adjusting stock above the level, changing or removing the Low-stock threshold, and archiving the item all clear its alerts. See Batches, expiry and FEFO.
• Correcting a lot’s expiry date, using the lot up or disposing of it clears its expiry alert. Expired stock that has been written off no longer leaves an Expired alert behind.
• Expiry-risk rows are recalculated overnight.

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Creating a prescription never reads as paid, and report forms only take payment when you choose

• The Prescription Created panel now shows the Amount due with a Payment pending badge and says no payment has been taken, with Collect payment (the same payment panel as the list) and Done. A clinic marked free sees no amount and no payment button. See Pharmacy station.
• The radiology and lab report forms start with Collect Payment Now unticked, so a payment is recorded only when someone chooses to take it. In a free clinic the option no longer appears. See Radiology reports.
• A pharmacy row whose dispensed medicines have no price no longer says Payment pending — there is nothing to pay. See Prescriptions.

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Reconciliation clears every exception, and tells you when it cannot load

• If the POS oversells or Dispense reconciliation list cannot load, you now see the problem with Try again, instead of “Nothing to reconcile”.
• Both lists are paged, so a clinic with a long backlog can reach every entry rather than only the newest 200.
• Settle from stock asks you to confirm before it moves stock, and no longer leaves a record in the audit log when there was no stock to draw.
• Write off and Mark reconciled record who did it and when; an entry that someone else has already cleared is refreshed away instead of being overwritten. Notes are limited to 500 characters.
• After Link all exact matches, the dispense list refreshes so it stops offering Link to stock for medicines that are now linked.
• Buttons on the tab are large enough to tap. See Reconciliation and the POS shortfall.

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Dispensing checks fits your screen, and the Possible same person tab opens again

• The Possible same customer tab opened with an error even when there was nothing to review. It now shows the pairs to review, or says there are none.
• Every tab now tells you when a list could not load and offers Try again, instead of leaving a blank page.
• Flagged sales is a table on a desktop and stacked cards on a phone or tablet; buttons are large enough to tap.
• The Thresholds number boxes no longer save a blank or zero value by mistake. See Dispensing checks.

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The pharmacy list shows what is paid, and free clinics are left alone

• The Prescription List now says Payment pending, Part paid or Paid beside each dispensed row, the same way the lab list does, and it flips to Paid as soon as you collect.
• Dispensing a prescription returns you to the list with the success message. Collect payment from the row’s ⋯ menu opens the payment panel; nothing is recorded until you select Collect. Dispensing itself never charges. See Prescriptions.
• A clinic marked free no longer sees Collect payment or a payment badge on the pharmacy and lab lists, and a lab order there never takes payment. See Lab tests and reports.

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Decide who takes payments, and the lab list knows what is already paid

• Collect payments is a new switch in the permissions sheet, in every edition. It covers Payments, an invoice’s Record Payment, Collect payment on the pharmacy and lab lists and charging a card on file. Owners and managers can always take payments, and so can anyone you have not saved in the permissions sheet. See Staff permissions.
• When you save someone, Collect payments arrives on for receptionists, cashiers, billers, accountants, pharmacists, pharmacy technicians, records officers and storekeepers, and off for doctors, nurses, lab scientists and other clinical roles. People already saved in the permissions sheet were set the same way, so switch it on for a clinician who takes payments.
• Someone without it sees the payment buttons greyed out with “Your role can’t take payments at this clinic. Ask an owner or manager.” Nothing is hidden, and a refused attempt is recorded.
• On the lab list, a test that has been paid now says Paid and drops Collect payment, whether it came from a consultation, a ward or the lab page. A part-paid row says Part paid. See Lab tests and reports.
• Invoice created now names the invoice. The confirmation after Create invoice reads “Invoice INV-… created” with an Open button, instead of a generic message. See Invoices.
• A pregnant patient’s antenatal findings are back on the consultation chart. Fetal heart rate (flagged when outside 110-160) and fundal height appear on the Vitals flowsheet, and the Pregnancy tab has a This contact’s findings card. See Pregnancy on the chart.

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Collect payment from the Pharmacy and Lab lists, without leaving the page

• The medicines you dispensed, or the tests on that row, are already ticked; the patient’s other unpaid items are listed so you can add them. A medicine with no price says No price set.
• Choose the payment method, take all or part of each line, then Collect. Print receipt appears straight after, and the row stops offering Collect payment.
• Payment needs a connection: offline, the panel says so and sends nothing. See Collect payment from the list and Lab tests and reports.

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Requeue a patient who is already in the triage queue

• A patient in the triage queue can be put on the department’s Waiting list, with the visits and validity of the consultation they paid for. Their queue row shows Also on waitlist.
• The only refusal is a patient who is already on the waitlist; the message gives the date their consultation is valid until and the visits left. See Requeue a returning patient.

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Pop-ups for new triage, lab orders, prescriptions and emergencies, and your own say over them

• New triage, New lab order and New prescription pop up for the nurses, lab staff and pharmacists on shift now (everyone in the role when your rota names no one). Several at once become one pop-up, such as 3 new lab orders. They never name the patient. See Notification settings.
• Emergency in triage appears in red for the nurse of record and the doctors and nurses on shift. It stays until dismissed, cannot be switched off, and waits in the bell until acknowledged or the patient is seen.
• My notifications now has Clinical activity, Assigned to you and Everything else. Choose Show in my bell and Pop up for each new notice, and Email me when a patient or shift is assigned to me (a short email that names no patient). Set it from the clinic’s Notifications settings or from Profile and Settings → Notifications. See your notification settings.
• Emergency in triage also plays a short alert sound (once more after ten seconds if unacknowledged). Play a sound for emergencies is on by default; Play a sound for other new notices is off. If your browser blocks sound until you click, the pop-up says so.
• New patient added pops up by default for owners, managers, receptionists and other administrative roles, and sits quietly in the bell for everyone else, who can switch the pop-up on.
• A patient assigned to you now also sends that email, unless you switch it off.

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The whole triage note reaches the doctor and the ward

• On the consultation, the From triage card sits directly under Vitals at a glance with the chief complaint, category, arrival, consciousness, mobility, demeanour, skin, breathing notes and the triage note, the latest vitals, who recorded it and when.
• The consultation Chart tab and the ward chart’s Care History tab open with a Triage note section showing the same note. See Consultation and Admissions.
• A long note starts shortened with Show more; if the nurse changes it later, the card shows the new text and an Edited time. When nothing was written it says so.
• On the consultation, the From triage card no longer repeats the vitals shown in Vitals at a glance, and the separate Triage card is gone: its early-warning score, isolation and reassessment countdown now sit in a Triage status block inside From triage.

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Write a follow-up note or start a new consultation from the list

• On the Consultation list, a row that already has a consultation opens it, and its menu now includes Write follow-up note and New consultation.
• New consultation opens a blank consultation for the same visit. Nothing is saved until you save it, and the row then opens the newest one.
• Update consultation is offered only to the person who wrote the consultation. Anyone else sees Write follow-up note, New consultation and Admit patient. See Consultation.
• Inside a consultation, Write follow-up note and New consultation sit beside Admit patient, and on a phone they are in the bar at the bottom.
• A follow-up note can now be corrected by its author, their supervisor or the consultation’s co-signer. The note stays signed by its author, the edit shows as Edited … by the editor, and Show earlier wording keeps everything it said before.

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API key lists no longer look like full keys

• Select Copy key ID to copy the ID. It identifies the key to anyone helping you, but cannot be used to call the API.
• The full key is still shown once, when you create it. See API access.
• The list now fits a phone, pages when you have more than ten keys, shows the first two permissions with a +N for the rest, and selecting a key opens a panel with all of its details.
• Create API key has a Select all permissions box above the list. It ticks only the permissions the key can have, and shows how many are selected.

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Wards are marked, the bell updates by itself, and the people on shift come first

• Each department has a This is a ward / inpatient department switch, which the rota and the nursing shift pattern use. See Departments.
• Notices that need your action (a patient assigned to you, a note waiting for co-signature or returned, a changed supervisor) are always delivered, even when the clinic has switched that category off. See Notifications.
• The notification bell picks up new notices within about half a minute, without waiting for a refresh.
• Switching the rota from Week to Month opens the month you are in, even when the current week started in the previous month.
• Staff pickers list the people On shift now first, with everyone else still available. Older shifts with no department can be fixed from the banner on the rota. See Shifts.
• Sending a cover or swap request closes its panel, so Cover & swaps is right there to show it.
• While the notification bell is open, new notices no longer pop up over it and block its tabs; an emergency still does.
• Doses on a live baby’s birth now opens BCG, OPV-0 and the Hepatitis B birth dose to record, and the baby’s row shows Birth doses 0/3. They had been reading every live baby as a stillbirth and refusing to record. See Babies and birth records.
• The date-and-time panel (such as Time of birth) fits a laptop-height window and scrolls inside itself, so Done is always reachable.

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A patient assigned to you reaches you, the rota follows your departments, and the Analytics tab counts what it says

• Open a consultation a nurse started. A consultation opened by nurse orders reads Awaiting doctor and its row now offers Open consultation (with Admit Patient as one action among the others, not the only one). The list shows your clinic’s own Queue window, not a fixed 48 hours. See Consultation.
• Assign to a colleague and they know. At check-in, in the triage nurse of record and when booking an appointment, the person you name gets a notice that stays in their bell until they acknowledge it and pops up if they are signed in; the front desk board has a Mine tab with a count, and the patient is on their My Patients list for that day. See Check a client in and out and the front desk board.
• A notification bell that is yours. Unread, All and Archived, mark read or unread, archive and restore, and Acknowledge on the notices that need you; read notices archive after 30 days. Each person can switch categories off, or silence the pop-up, for themselves. See Notifications.
• The rota follows your departments and locations. A shift now belongs to a department you choose (with an optional sub-unit and, with several locations, a location), so the triage handover and the nursing station find the right people, and renaming a department no longer breaks a shift. Shifts that cannot be matched say Department not set with a one-click fix, and switching off a department or location that upcoming shifts use tells you how many. See Shifts.
• Patients Analytics counts what it says. Admitted and Discharged now come from real ward stays and discharging a patient clears their admitted status; age bands add up, the adult age follows your clinic’s setting, and every figure carries a line saying what it counts and over what period. See Patients.
• “No acuity set”. A triaged patient with no acuity now says so instead of “Not triaged”, and marking one triaged without an acuity asks first. See Triage.
• Long lists scroll to the end. The last options of a dropdown or searchable list are always reachable, with the mouse wheel, touch or the arrow keys, including inside a side panel; the tab rows on the charts show their scroll bar.
• Staff email that did not arrive. Adding a staff member now tells you if the welcome email could not be delivered, and a Resend email button on their row sends it again. See Staff.

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Dispensed prescriptions reach Payments, with a slip to print and the right price

• Every prescription is billable. A dispensed script appears under Payments whether a doctor wrote it in a visit, it belongs to an admitted patient, or a pharmacist wrote it in the pharmacy station. A medicine with no price stays listed, marked No price set. See Record and collect payments.
• A pharmacist’s own prescription joins the queue. It shows as Pharmacy Rx in the Prescription List and opens like any other script. A prescription written today now shows its real time, not 1:00 am.
• Prices follow your stock. A medicine created in Inventory keeps its selling price on the prescribing, dispensing and billing screens, and medicines that were missing one take it from their stock item. A price you set yourself is never changed.
• After you dispense. Print a money-free dispensing slip, go straight to Collect payment, and see in plain words any line that did not draw from stock. The ⋯ menu on the list prints the slip or the payment receipt too. See Work the prescription list.
• Fill Rx shows usable stock. Each location shows what it holds that is in date, the sheet preselects the one that holds it, and a shortfall is named by location before you press Dispense. See the pharmacy station.
• Link medicines to stock. Link medicines suggests the matching stock item for each unlinked medicine, you confirm row by row, and Link all exact matches handles the obvious ones. Link to stock on a Reconciliation row now links the medicine. See Inventory.
• Choose what doctors can prescribe. The prescriber’s list shows In stock, Out of stock or Not stocked and lists stocked medicines first, and owners and managers can switch medicines off. See Choose what doctors can prescribe.
• Pharmacy purchases on the patient record. A patient’s till purchases appear in Recent Activity, read-only. See Patient records.
• Bold patient names. The patient’s name prints in bold on every receipt and slip. On the desktop app this arrives with the next desktop release.
• Prescription window. A script listed in the Prescription List always opens, however long your Pharmacy queue window is. See Facility settings.

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Supervisors can countersign every kind of clinical note, and you choose who supervises whom

• Set supervisors after the invite. Owners and managers choose up to two supervisors per team member from Supervisors in the staff row menu. Either can countersign. See Choose who countersigns.
• Return a note. A supervisor can return a note with a reason. It reopens for its author only, who signs it again. The earlier attempt stays in its history.
• On the note and its PDF. The countersignature shows the supervisor’s name, role and date. While it is waiting the note says it is not final.
• Removing a supervisor. You choose a new supervisor for each person they supervised first, and notes waiting for them move across.
• Awaiting countersignature in lists. Notes and consultations that still need a countersignature say so in the notes list and in consultation history.
• Discharge summaries. A discharge summary now belongs to the clinician who discharged the patient; a colleague adds a signed follow-up note, and a supervised discharger’s summary is countersigned like any other note.
• Treatment plans. Only the author changes a plan’s objectives. Any clinician can add a dated, signed progress entry, and complete or discontinue it. See Add a progress entry.

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A note belongs to the person who wrote it — colleagues add a signed follow-up note instead

• Read-only for everyone else. A colleague’s note opens under Written by their name and the date. The editor and autosave are off, owners and managers included. They can still read it, unlock it and countersign it. See Clinic notes and Run a consultation.
• Add follow-up note. Write your own entry, sign it, and it appears under the original in the chart, in history and in the exported PDF. The original is never edited. It is also how a doctor documents a patient who returns the same day. See Add a follow-up note.
• Consultations opened by a nurse’s orders. The first doctor to document the visit becomes its author.
• Handover notes. You can correct your own shift handover note or patient handoff while its shift is current, and for an hour after. The note shows Edited with the time, and the original wording is kept. A nurse who already acknowledged the handover sees Edited after you acknowledged. See Read and write the handover.
• Sticky and status notes. Only their author edits them. An owner or manager can archive someone else’s old note; the archive is recorded. See Sticky notes and status notes.
• Exports. Follow-up Notes and Handover Note Edit History are new modules under Data export.

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A lab test you order yourself now shows in the lab list

• Listed. The test appears as soon as it is ordered, marked Direct lab order, with its payment status beside Status — an order still waiting for payment is listed too. See Laboratory.
• Opens where results are entered. Choosing the row opens it on Lab reports, where you conduct it and enter the result.

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What the triage nurse records now reaches the doctor and the ward, and an admitted patient is flagged

• From triage. The consultation’s Overview and an admission’s SnapShot now show the chief complaint, triage note, presentation, latest vitals and any labs or imaging ordered at triage — see Consultation and Admissions.
• Already admitted. A patient who is on a ward shows an Admitted · ward chip on the triage Waiting list. Opening a triage for a patient who is on a ward shows a banner with the ward, bed and the date the stay began, and a link to the ward chart — see Triage.
• When they were admitted. The consultation header and Admitted card now show the date the stay began, so an old stay that was never closed is easy to recognise.

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Patient charts use the whole screen, and every tab is easy to reach

• Tabs you can find. The tab row shows a thin scrollbar when there are more tabs than fit, fades at the edge that has more, and on a computer shows arrows to move along. The tab you are on always stays in view. Tab icons are larger beside their names, and each tab is easy to tap on a phone or tablet.
• Charts fill a large screen. The triage, consultation and client record screens no longer leave wide empty margins on a big desktop monitor.
• Triage queue. A department’s Waiting list loads again, including when nobody is waiting, instead of saying the queue could not be loaded.
• Note forms. A note written on one of your practice’s note forms no longer shows a Next button on its last page that did nothing. The note saves itself, as before.
• Blank notes. Text you typed while a note was saving is now kept and saved, instead of the note showing Saved without it.
• Settings. If your settings cannot be read for a moment, the page now says so and offers Try again, instead of showing “page not found”.
• Where a note opens. A note written on a note form opens from the client’s record, and the Notes page now explains why when you try to open one there — see Open a note written on a note form.

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Editing an item no longer blanks a cost you could not see

• A setup assistant on a paid pharmacy is no longer shown the Free plan strip or stopped at 20 items. When the plan cannot be checked, no strip is shown — see Setup Assistant.

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A drafted note keeps saying who drafted it, even after it is signed

• Choosing the note assistant now opens a Choose the note assistant panel from Change assistant, instead of a pair of cards inside the settings card — see Choose a note assistant.

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Import and duplicate review are now on the Patients page, and you can browse integrations

• Import patients opens the importer from the toolbar — see Importing from another system.
• Possible duplicates appears, with a count, when an import or a connected system adds a record that looks like an existing one. Nothing is merged for you.
• Browse integrations, under Settings → API access, lists the organizations that have chosen to be found, so you can pick any of them rather than only the one offered by name — see API access.

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Payments stay with the right patient, and dispensing shows what’s really recorded

• Payments: changing the patient on a new payment now clears everything shown for the previous one — insurance, pending items, invoices and credits — and a payment can’t be taken until the newly selected patient’s details have loaded. Choosing a patient without insurance after one with insurance no longer leaves the payment in insurance mode.
• Dispensing: each medication now opens showing its real status (for example Pending) instead of being pre-set to Dispensed. Set each line yourself, or use Mark all pending as Dispensed when everything is going out. Statuses read in plain words, such as Out of Stock.
• Lab results: the downloaded lab results now end with a Results Verified By signature — the name, credentials and licence of whoever completed the tests — or say Preliminary — not yet verified when they aren’t finished. Each test’s notes and interpretation are labelled, so they no longer look like part of the results table.
• The connection notice now sits in the top-right corner on tablets and computers, and the lab test list’s buttons no longer crowd the heading on a phone.

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Send a report without emailing the file itself

• The recipient gets a private link, good for 7 days, and a one-time code emailed to that same address before the report can be downloaded — so having the link alone is never enough.
• What downloads is a snapshot from the moment it was sent, even if the record is corrected afterwards.
• Sending to anyone other than the patient’s own email on file asks for a reason, and is recorded in the patient’s disclosure log alongside exports, prints and emailed documents.
• Reopen Send on any report to see who a link went to, whether it’s been opened, and to revoke one immediately.
• See Send a report securely.

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Printed reports never run into the footer, and unfinished documents say so on every page

• The large diagonal stamp that already marked an undispensed prescription now marks every document that isn’t final: an unsigned operation note (DRAFT — NOT SIGNED) or a cancelled one, an unsigned, expired, declined or cancelled patient document, a draft or cancelled invoice, a void voucher, and an antenatal card entered in error. A final, signed document never carries a stamp.
• A radiology report downloaded from a saved draft is now marked PRELIMINARY and carries no signature; only Submit Report produces the final, signed report. A study flagged with critical findings now says so in words.
• The connection notice (You’re offline, Weak connection, Back online) now appears at the top of the screen, so it no longer sits over the Save and Submit buttons of an open panel.

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Download a visit’s lab results straight from the request list

• Covers every test in that visit or ward stay that has something recorded, one block per test, each parameter’s value, unit, reference range and an Abnormal/Critical flag.
• A test with nothing entered yet is left off; one with values that hasn’t been completed still shows, clearly marked PRELIMINARY so it’s never mistaken for a final result.
• The requisition now also carries a large diagonal REQUISITION — NOT A RESULT stamp on every page, so it can never be confused with a completed report.
• See Lab test list.

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Dispensing a script now saves each medication’s own status

• Each medication on the dispensing sheet keeps the status you chose for IT — dispensing two items and holding a third back for later is now one save, not three.
• A quantity is asked for only on the lines you are actually dispensing today.
• If part of a save fails partway through, you’re told exactly which statuses saved and which didn’t, rather than a single pass/fail message.
• Items you left as they were aren’t saved again, so the record of who dispensed them stays as it was; if nothing changed at all, you’re told there’s nothing to save.
• See Work the prescription list.

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Import your client list on Free — and see how much room you have first

• The line above the Import button reads, for example, “42 of 50 clients used on the Free plan · this file adds 8”.
• The same limit now applies everywhere a client is added by hand, and the message names your plan and its limit instead of a technical error. Registering a newborn after a delivery is never blocked by it.
• Your booking page, membership signup and new-client registration follow the same limit. A new client arriving at a full Free practice is asked, in plain words, to contact you directly — instead of seeing an error — before any payment is taken; in the rare case the last place goes while they are paying, their payment is refunded automatically. Existing clients keep booking as normal.
• Essential and above have no client limit. See Clients.

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A witness is always a second person, on every screen that asks for one

• Dispensing, waste and transfers — including Give dose and Discard on partial vials — now check every witness the same way: they must be on your team, can’t be you, and, in the Pharmacy edition, must hold Witness a controlled-drug dispense.
• A prescription that has been dispensed, or has had stock drawn for it, can no longer be deleted, so its dispensing record and stock movement always stay together.
• See The dispensing station and Stock counts.

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Dispensing follows one rule on every screen, and you can choose who dispenses

• Settings → Facility → Clinical access → Dispense a prescription now governs filling from stock as well as the counter. Filling from stock stays open to everyone on the team until you save a role on that row — nobody loses access today.
• Staff permissions has a new Dispense a prescription switch, so you can choose which people within those roles may dispense. It is on for everyone until you turn it off for someone. See Staff permissions.
• Saving result values at the lab bench now checks the Enter lab results row too, and writing a ward-round note checks Write or sign a consultation note — the same rules as everywhere else those acts happen.
• See Facility settings and Inventory.

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Telehealth recordings show their real state, and play more reliably

• A recording past its 90 days now reads Expired, with “This recording expired on and is no longer available”. Play and Download are replaced by the reason, and you can still delete it.
• A recording whose file is missing says so plainly instead of opening a broken player.
• Browsers that can’t play the recording’s video format (Safari, for recordings made in Chrome or Firefox) now offer a direct download instead of a blank player, and downloaded files are named with the right extension.
• The AI Note Taker won’t start on an expired or missing recording, and no AI minutes are used.
• See Telehealth.

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Read past shifts’ handovers, not just the current one

• Previous shifts pages back through the department’s (or ward’s) handover history, newest first — each row names the shift and when it started, how many notes (and, in triage, patient handoffs) it carries, who wrote them, and whether the incoming shift acknowledged it.
• Select a row to read its notes — and, for triage, the SBAR handoffs written for patients that shift — without leaving the sheet.
• History always matches the shift you are looking at: the triage department (and sub-unit, where you have one open) or the ward chosen on the Nursing station board, never mixed with another.
• A ward divided into sub-wards can now hand over per sub-ward: a Whole ward / sub-ward picker inside the handover sheet scopes the current shift, the note you write, and Previous shifts. Choosing a sub-ward shows its own entries alongside anything written for the whole ward.
• See Triage and Nursing station.

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Choose who can prescribe, dispense, order and report — not just admit and discharge

• Settings → Facility → Clinical access now has seven more rows: Write or sign a consultation note, Prescribe medications, Dispense a prescription, Order a lab test, Enter lab results, Order a radiology study, Report a radiology study — each with its own role list, Save and Reset to default. Owners and managers can always do all nine.
• Five of the new rows default to Everyone on the team — nobody loses access today — and you can narrow any of them whenever you’re ready. Dispense, enter lab results and report a radiology study keep their existing role defaults (Pharmacist; Lab scientist; Radiologist and Doctor).
• The card is no longer hidden unless In-patient care is on — only the two ward rows are; the other seven show for every clinic.
• See Facility.

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Choose who can admit a patient, alongside who can discharge

• Settings → Facility → Clinical access now has two rows — Admit a patient to a ward and Discharge a ward patient — each with its own role list, Save and Reset to default. Owners and managers can always do both.
• Admitting defaults to Everyone on the team — nobody who could already admit loses that today — and you can narrow it to specific roles whenever you’re ready.
• The Admit Patient button on the consultation list and chart now follows this choice too, so a role your clinic allows to admit sees the button there as well — not only from triage.
• See Facility and Ward admissions.

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Triage keeps every patient in view, vitals are flagged to clinical standards, and check-ins follow the rules

• A patient whose triage has started now stays in the queue as In triage until it is finished, however you come back to the department — through its own page or its sub-unit’s. See Triage.
• In Free Clinic Mode, today’s appointments now join today’s check-ins on the Waiting list.
• Triage List always lets you choose the department, and the breadcrumb names the department and sub-unit and takes you back to each.
• The queue’s Search patients box no longer refreshes the whole list on every keystroke.
• Vital signs are graded against WHO, American Heart Association and NEWS2 thresholds — borderline in amber, abnormal in red, critical in bold red, always with the reason in words — on Record vitals and in every vitals flowsheet. A systolic or diastolic reading on its own is now flagged too.
• Record vitals records Level of consciousness (ACVPU) and Work of breathing, and on the triage chart puts the fields the chosen template calls for first — nothing is ever hidden, and anything expected but left empty is listed after the set saves.
• The triage chart suggests a template from the patient’s age and sex (with a pregnancy screen for women of reproductive age), opens on Vitals the first time and on Orders after that, and fits the screen the way the consultation chart does.
• Check-ins now move only one way at a time: a checked-in visit can be checked out or cancelled, and a closed one checked back in — the same day only. Cancel check-in asks for a reason, and the arrival time can only be corrected while the patient is still checked in. See Check-in and Front desk.
• The Admit patient bed picker opens at the same size as every other panel.
• When dispensing a prescription, each line’s amount and the total now follow the quantity you enter — nothing is charged for an item until you give a quantity — and the total shows at the bottom of the form as well as the top. A lab request shows its total at the bottom too.
• The diagonal watermark on downloaded reports — Preliminary, Not dispensed — now runs corner to corner across the middle of every page instead of sitting off-centre or running off the edge, and is easier to see. A clinical note that hasn’t been signed yet now carries Draft — not signed across every page; a signed note prints clean.
• A lab report whose results are not final yet now carries Preliminary across every page, not just a banner on the first, so a later page can never pass as a final result. Final reports print clean.

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Triage is now a department queue and a full encounter chart

• Triage now opens on a department board, the same way Consultation does — pick a department (and sub-unit, where you have one) to see its own queue, with a Waiting list of patients who have paid but not yet been triaged.
• Recording triage opens a full chart: a vitals flowsheet, Assessments — Glasgow Coma Scale, Blantyre, pain scales, qSOFA, SIRS, AVPU and ASA — chief-complaint suggestions as you type, and a template picker that pre-selects what a nurse would need for a given presentation.
• Set a patient’s acuity level on either the Emergency Severity Index or the South African Triage Scale (once a clinician has reviewed it), and get a reassessment countdown that turns amber, then overdue, if nobody checks back in time. Lowering someone’s acuity now asks for a reason.
• A row’s ⋯ menu gives quick actions — change acuity, move their location, mark them reassessed, send to consultation, admit, or record left-without-being-seen — most confirming instantly with an Undo.
• Switch a department’s queue to Board view to see patients laid out by location — waiting room, bays, resus — and drag a card to move someone; List view goes back to the table.
• The chart also carries a Trends tab (the last five triages’ vitals against this one), a Safety tab (isolation screening, fall risk, a mental-health screen), a Files tab and an Orders tab for a nurse to start labs or imaging before a doctor sees the patient — landing that consultation on the doctor’s queue as Nurse orders — awaiting doctor — and a Disposition tab to send to consultation, admit, refer out, discharge or record left-without-being-seen.
• Emergency triage is now a single quick form that pins the patient first in the department’s consultation queue with a red flag, from the queue, a row, or the chart itself.
• A department now has a shift handover: a running note thread tagged by what it’s about, a handoff for each patient still in the queue, and who is on this shift and the next from your rota — with an Acknowledge handover action for the incoming shift. The ward’s own shift handover now files correctly against your hospital’s timezone and can be acknowledged the same way.
• Facility settings gained a Triage card (acuity system, reassessment timers, nurse-ordered labs/imaging, vitals display units), a Triage locations card for naming waiting areas and bays, and a Queue windows card that lets an owner or manager choose how far back each module’s live queue looks — Facility settings can now be changed by managers as well as owners for these three cards.
• Two new permissions govern who may do what: Record triage and Set triage acuity — see Permissions.
• Every vital-sign reading is now one flowsheet for the patient, tagged with where it was taken — Triage, a ward stay or the client record — with the same units, checks and early-warning score everywhere. It’s on the triage chart, the consultation chart (with a Record vitals button for a doctor’s own reassessment), the ward chart, the Nursing Station, and the client record — the triage, consultation and ward charts each have a toggle between this encounter and the patient’s whole history; the client record has no single encounter, so it always shows everything. Record vitals on the client record no longer opens a triage.
• Data export now covers vital signs across every setting, plus triage’s assessments, acuity history, locations and shift handover records, as their own modules.

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Vials are received, given and sold by the dose — and priced per vial

• For a vial item, Dispense is now Give a dose: it draws from the open vial first, shows what is left in each vial, and records the patient.
• Receive stock takes a vial item as a number of vials with a Cost per vial, and creates the lot and each vial together. Opening stock on a new item does the same.
• Items are priced with a Price per vial and Cost per vial. A dose is charged, and costs, its exact share of the vial — 7.5 mg of a 350.00, 125 mg vial is 21.00 — on the dose screen, at the till and in your cost of goods. A Single-patient container is sold whole.
• Every other way stock leaves — prescriptions filled from inventory, ward doses, till sales, kits and consumables — now draws from the vials too, and stock inside a vial can no longer be wasted or moved out from under it.
• At the till, a vial line starts at one dose, reads “per mg”, and is charged to the cent. See Partial-vial dispensing.

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Choose who can change a treatment team, and export every part of a ward stay

• A new Change the treatment team permission, under Ward in each staff member’s permissions, decides who can assign or hand over the attending and add or remove team members. Owners and managers always can. Staff whose permissions were already set individually keep what they could do; switch it off for anyone who should not. See Ward admissions.
• Someone without that permission, or without Discharge a patient, can no longer make either change by any other route.
• Data export now covers every part of an inpatient stay: admissions with the full discharge record, the treatment team with every handover, care plans and goals, intake and output, the medication chart (MAR), medication reconciliations, precautions and shift handover notes — plus your wards, sub-wards, bed spaces and daily rates. See Data export.
• Vials & Containers, Dose Titration Plans, Billing Provider Profiles and Staff Credential Verifications could be ticked in Data export but were left out of the file. They are now included.
• On your personal Billing page, Export above Payment History now saves a spreadsheet of the payments your filters show. The Export Data and Settings buttons at the top of the page did nothing and are gone; Settings is still in the top navigation. See Invoices and receipts.

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Every inpatient has a named attending — with a history of handovers

• Admitting a patient now requires an Attending clinician. Patient status is set with one selection instead of free text.
• The ward chart’s Admission card has a Treatment team: the attending clinician, the rest of the team, and a full history of handovers — a new attending never overwrites the last one.
• An inpatient with nobody named reads Not assigned, never a guess, everywhere the attending appears — the bed grid, the ward chart and the admissions panel.
• Discharging is now a guided panel: where the patient went, their condition, a required summary, and optional follow-up and take-home medications.
• Your clinic can choose which clinical roles may discharge, under Settings → Facility. Owners and managers can always discharge.
• Ward Discharges shows the attending clinician at the moment of discharge and who carried it out, and can filter by where a patient was discharged to.
• See Ward admissions, Ward discharges and Facility settings.

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Treatment plans get their own tab, and a review date you can set

• The Notes page has a Treatment plan card beside Use Template, Blank Note and AI Note Taker. It switches the page to your clinic’s plans.
• Set Review by when you start a plan, or from the plan itself. Plans past their date are marked Overdue, and those due within a week Due soon.
• On a client’s, consultation’s or ward’s Notes tab, Treatment Plans is now a sub-tab.
• Start a treatment plan opened from a chart shows the client’s name.
• See Treatment Planners.

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Lab tests are charged what the lab request shows

• Pending Items now charges each lab test exactly what its lab request shows: the sum of the ordered parameters’ prices when every one has a price, and otherwise the test’s own price, once.
• Paying a test ordered one parameter at a time marks all of its parameters paid together.
• Opening a past payment shows the amounts that were actually paid, not today’s prices.
• See Payments.

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One requisition for every test, and reports signed by the clinician

• Download requisition now puts every test ordered in the visit or ward stay on one document. See Laboratory.
• Draw your signature once under Account → My signature. It prints above your name and licence on the requisitions, lab and radiology reports and prescriptions you author. Without one, they read “Electronically signed by” and your name. See Your profile.
• Requisitions, reports and prescriptions from a visit or a ward no longer show prices. They are charged through the patient’s bill.
• Walk-in lab tests, scans and prescriptions show a Payment section with the amount, what has been paid and the balance, in your own currency.

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Respondents can start a form over with one button

• It asks before it clears anything. It is greyed out until something has been entered.
• Files and signatures they added are removed, and they go back to the first section.
• Answers filled in from the patient’s record are put back as they were.
• See Let respondents start over.

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Documents sent for signature show in full, and guide the signer box by box

• Every page of your document appears in full, at the width of the signer’s screen, on a phone or a computer.
• Each box says what it asks for — Sign here, Initial here, Type here, Choose — or uses the label you gave it.
• The signer’s name and the date they signed are filled in automatically. The page shows them and explains that nothing needs typing.
• Start goes to the first box, and Next moves on to the box after the one the signer is on. The box stays in view above the buttons.
• See What the signer sees.

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Downloaded lab reports and requisitions show who the patient is

• A lab requisition also shows the patient’s latest recorded weight, as the lab request screen does.
• A prescription PDF includes its dosing schedule. See Prescriptions.
• A lab report for a test that is not completed yet is stamped Preliminary — results not yet final, so it can never be mistaken for a final result.
• The patient’s age is exact — it no longer counts a birthday that has not happened yet this year.

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Keep editing a form after you publish it, and trust what the Publish button says

• Publish changes now appears only when your questions differ from the live version. Edits on the Settings and Design tabs, which go live as they save, no longer ask you to publish. See Publish a form.
• On a paid plan, features such as embedding a form on your website and recording an approximate location no longer appear locked for a moment while the page loads, and a cancellation that takes effect at the end of your billing period keeps every feature until that date.
• Rotating or viewing a webhook signing secret is now recorded in your audit log.

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”Continue to payment” now reaches checkout from every web address

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Give part of a vial, and know exactly what is left in it

• the till can sell a part-dose, drawing from the same vial the chart does;
• a patient’s dose ladder (2.5 → 5 → 7.5 mg, four weeks a step) proposes the next dose and its due date, and flags one that skips a step or arrives early — it advises, it never refuses;
• an item shows doses left, not just milligrams, how many are at risk of passing their use-by date, and how long stock lasts at the rate you actually use it;
• vials can be set to one patient per vial where your policy requires it.

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Share a file from the chart straight to the patient’s portal

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Book at the right site from the patient portal, and see it on your appointment

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A saved card now says when it needs re-saving

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Try Essential now runs 30 days, for $29.90

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Free plan’s published-form limit is now 10

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Add-ons now open once your plan is actually paid

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Open a client’s files right in their chart — no more downloading just to look

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Offer a service at only some of your locations, and price it differently at each one

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Connect more than one payment account, and switch your default whenever you need to

• The owner or a manager can connect an account, switch the default, or deactivate and reactivate one. Everyone else can see the connected accounts, without account numbers, but not change anything.
• Deactivating an account never deletes it, and shows you exactly what is still tied to it — active memberships and saved cards — before you confirm. Nothing already billing on an older account is cancelled, and a refund always goes back through the account that took the original payment.
• A card saved on an account that stops being the default is shown as “saved on a previous payment account” and is never charged automatically again — it gets re-saved the next time that person checks out, pays through the portal, or pays a payment link, or your team can send a fresh payment link or collect the card at the next visit.
• You’ll get a notification if a manager changes which account is the default, so payouts are never quietly redirected without you knowing.

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Choose your own age of majority, ages under two show correctly everywhere, and Top Blood Type actually works

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Your NPI now has its own field, and DEA registrations get their own list

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Give your team a clinical specialty — separate from their role

• on the Clinical Specialty column in Staff & Teams
• on that person’s signature line on clinical notes, lab reports and radiology reports
• as a Filter by Specialty option when choosing a provider for a new appointment
• as a fallback for an insurance claim’s rendering-provider specialty code, when nothing more specific was entered on the claim itself

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A provider’s own hours no longer “conflict” with the clinic default, and every row opens with a click

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Recent Activity now shows real names, real diagnoses and real results — never an id or raw data

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Consultation, Lab, Pharmacy, Radiology and Triage History now group by patient

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A prescription and a lab requisition now download as a PDF, like every other clinical document

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Orders open instantly, find the right item first, and show what it costs

• Lists open and search almost instantly, even for a large formulary.
• The closest match comes first. Medications match on brand and generic name as well as the product name, codes are searchable, and small typos still find the item.
• Inactive medications and imaging tests are no longer offered.
• Every ordered item shows its price, with a total per sub-tab; unpriced items say so instead of showing 0, and a free clinic sees no prices.

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Multi-site clinics now have a default location, and staff can say where they’re working

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A claim now finds the right clinician’s NPI on its own

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A lab test or imaging study ordered from a ward stay could never be collected

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Every order now shows what it will bill

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A simpler set of plans, and a lot more included on Free

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Try Essential for $29.90 before committing to it

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Staff seats: a few included, then pay only for the extras

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Patients → Analytics now actually shows your population

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Get a number, fax, and see what’s actually available

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Sensitive records: treatment plans can be marked, and a manager no longer can

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Track more than one premises — Locations, and Revenue by location

• Adding, renaming or deactivating a location is owner/manager only; every staff member can see the list so they can pick one.
• The Location field appears on invoices and bookings once you have two or more active locations; with one, everything is recorded against it automatically.
• Deactivating a location keeps every invoice and appointment it was already attached to exactly as it was — there is no delete, so history never disappears.
• An invoice with no location picked shows up as “Unassigned” in the report rather than being left out, so the numbers always add up to your total revenue.
• A location now also carries a structured address, phone and email — printed on that site’s invoices and appointment confirmations in place of your clinic’s own, an optional timezone for a site in a different one than the rest of your clinic, and (United States clinics) a Facility NPI and Place of Service for insurance claims raised there.
• A site’s timezone now also carries through to the appointment reminder sent before the visit, and to the clinic and clinic-owner copies of a status-change email, which now show which site the visit is at — not only the patient-facing confirmation. The calendar itself still always shows your clinic’s own timezone.
• Starting an insurance claim from an appointment or invoice at a site with a Facility NPI and Place of Service set now seeds the claim’s facility and place of service from that site automatically — a biller can still change either, and nothing already typed is touched. It also now picks up the visit’s actual rendering provider from the invoice when that is on record, instead of always guessing from the client’s most recent appointment.

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Revenue by provider now shows who saw the patient

• Set the Rendering provider on an invoice line, or when recording a payment — it’s optional, and can be left as Unattributed.
• A line nobody has attributed yet — including everything billed before today — shows up as Unattributed rather than being left out, so the report always adds up to your total revenue.
• Provider productivity is unchanged: it still answers a different question (appointments completed and payments collected, by whoever took the payment).

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Provider productivity now measures clinical work, not who took the payment — and a new Collections by staff report

• Far fewer billed lines now show up as Unattributed in Revenue by provider and Provider productivity: a prescription, lab test, ward stay or ordered procedure line is now attributed automatically to whoever recorded that clinical work, on top of consultations (already automatic) and anything set by hand.
• Both PDF and CSV exports reflect the same split.

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Treatment Planners — apply a plan, track it, and (Team) build your own

• Essential includes the built-in library and up to three active plans per client at a time. The library now spans mental health, substance use, child/family, chronic-care and social-needs concerns — see what the library covers.
• Team adds unlimited plans, and linking an objective to one of your scored measures so you can see a client’s recent scores right there on the plan.
• Team can also build its own reusable planner template — problems, goals, objectives and interventions — in the same form builder already used for intake and screening forms. Publish it and it joins the picker alongside the built-in library, shared with every clinician at your clinic the moment it’s published. The shared template gallery also carries six of ClinikEHR’s own starting points, from a general intake to a safety plan.

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A dedicated home for revenue, aging and tax reports

• Every report obeys the same date-range picker, so the tiles and the table underneath are always looking at the same period.
• Figures show your own clinic’s currency and symbol throughout — never a hardcoded dollar sign.
• A withheld figure prints as ”—”, never a made-up zero; if you can’t see the numbers, it’s a permission (View net position), not a bug.

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Proxy access limits now do what the switches say

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You can see which records are marked

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My Patients shows the names of the clients you are responsible for

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Sensitive records reach more of the chart

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The Publish button now tells you whether your edits are live

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Opening a form is immediate

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The forms home fits more on screen

• A template in Start a new form shows a preview of the form it will create, the same way your own forms do — it used to be a generic file icon. The tiles are smaller, so they take less of the screen than the forms below them.
• Recent forms shows two cards per row on a phone instead of one, with the text sized to match.

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A new event, task or out-of-office block shows up straight away

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Shift times are the clinic’s time, written the way the rest of the product writes times

• A rota now reads 7:00 AM – 7:00 PM rather than 07:00–19:00, matching the calendar, the check-in card and everywhere else a time appears.
• Every shift time is the clinic’s time. Read from another time zone, the rota and My Shifts could previously disagree with each other by an hour, and neither was necessarily the clinic’s own clock. A rota says when someone has to be at the building, so that is the time it shows.
• An overnight shift now says (next day), instead of appearing to end before it began.
• Today on the rota, and the date a new shift opens on, are the clinic’s today — they used to be the reader’s.

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Your rota on the calendar

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Setting a time is easier on a phone

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Pick the exact period you want on every report — and export it

• Expenses (Pharmacy): the whole page follows the period now. The tiles moved with the old dropdown but the category bars and the expense list did not — they were always the current calendar month, so picking “7 days” showed seven days of totals above a month of rows. Each card names its period out loud. See Expenses.
• Expenses also gains Export: the expense list as CSV, and the spend by category or day by day as Excel.
• Analytics (every edition): any window on any report, and the export covers exactly what you picked. See Reports.
• Lab Analytics (Diagnostics): a picker, and an Export where there was none — day by day, by test, by referrer, payment mix or the summary, as CSV or Excel. See Lab analytics.
• Excel exports now read as reports. Every workbook opens on an Overview sheet, and each sheet carries your clinic’s name, the period and the currency at the top — so a tab forwarded to a bookkeeper still says what it is. Totals appear under the columns where a total means something, and not under percentages.
• A period ending today also used to lose today on the Data export screen, and choosing a single day there exported everything up to the present instead. Both fixed.

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Forms Settings has a home of its own

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Held carts open like every other panel

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Expiry dates when you add stock with a product, and a Sales picker that shows the day you pick

• Add item: next to Opening stock (optional) and Into location you now enter an Expiry date and a Lot / batch number (optional). An item tracked by lot / expiry will not save stock without the date.
• Import: add the optional opening_stock, stock_location, expiry_date and lot_number columns to receive stock as you import. Dates that could be read two ways (03/04/2027) are refused rather than guessed, and importing the same file twice never receives its stock twice.
• Locations: a location you add now appears in the list straight away.
• Receive stock — new voucher: line fields use smaller type, and Cost price and Sale price show a seven-figure amount in full on a desktop.
• Inventory fits the screen with one scroll area instead of two.
• Sales: pick a single day or any custom range, and every tile, chart and table — Recent Sales, Products and Export included — covers exactly that period. A single day used to show no sales at all, and a range always dropped the sales made on its last day, so a period ending today never counted today. See Sales.
• Executive → Reports (Top products, Sales Report, Customer Report and Payment Methods) counts that same full period, so it agrees with the Sales page and the workbook you export from either.
• The Debtors panel now opens like the rest of the product’s side panels.

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Plan your staff rota inside ClinikEHR

• Build the week or month by person or by department, with reusable shift types (overnight included) and repeating patterns.
• Swap and cover requests: a colleague accepts, a manager approves, and only then does the shift change hands.
• Coverage rules flag a window that is short-staffed, and a person booked onto two overlapping shifts.
• A shift on a day with no regular hours opens that time for booking; Out of Office still wins.
• Shifts show on the provider calendar and in My Schedule, and a shift caught by Out of Office is marked Needs cover.
• Owners and managers manage the rota; anyone else needs the new Shifts permission. Everyone sees their own shifts.

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Checking a patient in now tells the right clinician right away

• On for everyone by default — controlled by your workspace’s Patient notification category and each person’s own Product & account emails switch (see Choose which emails you get).
• Still runs during an Out of Office block, same as every other check-in automation.

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A connected calendar’s all-day “Busy” can now block your bookings

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Choose when a form or document goes out while you’re away

• Sending a form, a document or a signature request, or resending one, now asks Send when you’re back (already selected) or Send now. Send intakes asks once for everything you picked — see Out of Office.
• Held sends go out automatically when your out-of-office time ends, within sending hours, with the subject and message you wrote.
• Intake documents sent automatically when a client books are held the same way.
• Public forms and web inquiry forms show a notice with the day you’re back, or say they’re closed if you chose to close online forms — see Form settings.

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Departments now show their sub-units and rates without an extra click, and a delete never silently takes records with it

• Deleting a department, sub-unit or rate now asks for confirmation and names what would go with it. A department with staff assigned or a patient record pointing at it, or a rate already used in a patient payment, is refused rather than silently orphaning that reference.
• See Departments.

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Wards now show their sub-wards and beds without an extra click, and every level can be edited

• Edit now works on a sub-ward and a bed space, not only a ward — including a sub-ward’s Location and a bed space’s Number, which had nowhere to be set before.
• Deleting a ward, sub-ward or bed space now asks for confirmation and names what would go with it; a bed space that’s occupied or has an active admission can’t be deleted until the patient is discharged.
• See Ward management.

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Events and tasks keep their time, reach the people you assign, and Out of Office stops bookings

• Events and tasks are saved in your clinic’s time zone, and an all-day event stays on its day wherever it is viewed. Items you created before this update show exactly as they did — see Appointments.
• Assign an event or task to one person, several people or All staff. Each person gets a notice in ClinikEHR and an email with a calendar invite, and each gets their own copy of a task.
• Events and tasks can repeat, and can send a reminder before they start or fall due. A task has its own due date, with or without a time.
• The new Out of Office tab blocks a person, a room or piece of equipment, all staff or the whole clinic. Clients cannot book in that time on your booking page or in the client portal, and they see those days as unavailable — see Out of Office.
• Before you save, see how many appointments and classes fall in the time. You choose whether to cancel them and whether clients are emailed.
• While you are away, automated reminders and form sends wait and go out after you’re back, within sending hours. Client messages get an away reply, or can be paused. Check-ins still work after you confirm — see Reminders during Out of Office and Check-in.
• An Out of Office appears on the calendar, and on a connected Google or Outlook calendar as busy. An out-of-office entry in your connected calendar blocks bookings in ClinikEHR too — see Calendar integrations.
• AI agents can list your calendar and create events, tasks and Out of Office. Cancelling appointments through an agent always needs a second confirmation — see Agent tools.

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Your Patient ID prefix now saves

• Existing patients keep their current IDs, and numbering carries on from where it is.
• Saving a form’s design as your clinic default for new forms was affected the same way, and now saves too.
• If your prefix ever fails to save, the screen now says so instead of confirming it.
• Managers can now change the Patient ID prefix too, with Save patient ID prefix; the rest of the card stays with the owner.

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See when each sent item is due, and find clients by name reliably

• Sent & Shared on a client’s chart, and an appointment’s forms checklist, now show each item’s Due date, Overdue once it has passed, or Link expires for a consent document — see Documents.
• Searching for a client in the calendar finds names typed with a double space, and a search that could not run now says so with Try again instead of showing no results.
• Sending documents to clients follows your plan everywhere, as the Help Center describes: Starter and above to send, Essential and above for scored outcome measures.
• The add and edit buttons on a client’s profile panel are now named for screen readers and easier to tap.

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Signed documents name who signed, and patient uploads are virus-checked

• Signed by on a signed document is now the name the signer typed, with Sent to beside it when they differ — see Send a document for signature.
• Reopening a signing link now says what happened: already signed, declined, withdrawn by the clinic, or expired — see Documents to sign.
• A blank or dot-sized signature is no longer accepted; the signer is asked to sign again.
• Files a patient uploads from the portal appear in their record once they pass a virus check, and the “Client uploaded a document” alert arrives then. A file that fails the check never reaches you — see Send a document to your clinic.

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My Patients lists every client you’re assigned to, and the Security tab stays open while you work

• My Patients now lists clients you’re assigned to on the Security tab as well as those you hold a care team role on. A client without a role shows Assigned, and an assignment with an end date leaves the list once it ends — see My Patients.
• Covering for a colleague now lists every client of theirs you can open, not only the ones they hold a role on.
• Saving assigned staff, restricting a client or changing any other Security setting keeps the edit sheet open on the Security tab, and your unsaved changes on other tabs are kept.

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Appointment defaults no longer disappear, and both send screens offer the same documents

• Sharable Documents lists these under No longer available. Remove one on purpose, or publish the form again to bring it back — see Sharable documents.
• A document limited to a service that has since been deleted is no longer saved as going with every service. Applies to names the missing service and lets you remove it.
• Send intakes on a client now offers the same forms and signable documents as Sharable Documents: published forms that go to a patient or by private link, and signable documents that are ready to send. Nothing is listed that would be refused after you select Send documents — see Documents.
• Complete by now starts from tomorrow on your own calendar, rather than being a day off in the evening.

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Set your own opening hours, and how sensitive the access alerts are

• Settings → General → Business hours — set which days you are open and the start and end time for each. The “opened outside business hours” alert now compares against your real hours instead of a standard week.
• Settings → Security → Access alerts — on the Essential plan and up, adjust how many secured records opened, and how quickly, is worth an alert; how often emergency access can be used before it is flagged; how many privacy requests a client can send from the portal before being asked to wait; and which categories of document stay hidden by default when a family member manages a client’s portal access.
• See Restrict a client to assigned staff.

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Weekly response exports now tell you they’re ready

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Disclosure accounting now includes emailed documents and payment notices

• See Restrict a client to assigned staff.

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Patients can ask for privacy and see who has looked at their record

• In the portal, a client can ask the clinic to restrict their record. The owner or a manager approves or declines it, and the client sees the answer.
• A client can see who has looked at their record as a role and a date, for example “A nurse viewed your record on 3 Sep”. Staff names are never shown.
• Proxy limits keep chosen categories of sensitive documents out of view when a family member manages a client’s portal access.
• Open requests appear on the client’s Security tab and in a queue under Audit Log.
• See Privacy and security in the portal.

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See who has looked at a client’s record, and what left your clinic

• Access log shows every time the client’s record was opened, downloaded or printed, for the owner and the client’s primary provider.
• Disclosure accounting lists reports exported or printed and signed documents shared outside your clinic, with a CSV download.
• Unusual access alerts tell the owner when a team member opens many secured records quickly, opens one outside business hours, or uses emergency access repeatedly.
• Quarterly access review reminds the owner each quarter to confirm every restricted client’s assigned staff.
• See Restrict a client to assigned staff.

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Sensitive notes and documents now stay protected everywhere they’re listed

• The Notes module, the client Documents tab, the appointment checklist and the Records queue all respect sensitivity.
• Hospital and Enterprise clinics now have My Patients in the sidebar.
• Assign a team member to a department from Settings → Staff, for department-based client access.
• See Restrict a client to assigned staff.

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Extra protection for a client’s most sensitive information

• Mark a note sensitive (behavioural health, substance use, reproductive health, HIV, or other). Only the author, that client’s care team and the clinic owner can open it, even on a client who isn’t otherwise restricted.
• VIP / confidential clients are restricted automatically, and the owner is told every time emergency access is used on one.
• Restrict a client to a department, instead of or as well as naming people.
• Give a care team role an end date for a locum or a time-limited referral. Two providers can now be primary for the same client one after the other without clashing.
• See Restrict a client to assigned staff.

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Know who’s on a client’s care team, and hand it off when you need to

• A new My Patients page lists everyone assigned to you, with their next visit, open tasks, overdue forms and recent results.
• Covering for a colleague? Hand over their whole panel for a date range. It ends on its own, or can be ended early.
• Transferring a client to another provider sends a request with a note for context, and nothing changes until they accept it.
• See Restrict a client to assigned staff.

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A repeat-visit booking with a deposit now confirms after the deposit is applied

• Booking a repeat visit schedule under your deposit policy no longer emails the confirmation before the deposit is credited — it now shows what was actually due and paid, the same fix already shipped for a single visit.

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A few more notices dropped a name or a quoted reason

• Reminder emails to patients no longer name the form or document in the subject line — only in the message once it’s opened.
• A cancelled or rescheduled online booking no longer names the client or quotes their typed reason in your team’s notice; open the appointment to see it.
• A signature request that expired unsigned now notifies the person who sent it, not the whole team.

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Emergency access for secured clients, and a full access report

• Asking again while access is still open extends it instead of starting a second one.
• The owner and managers can end anyone’s emergency access early from the client’s Security tab.
• A new Access report on the Security tab shows who is currently assigned, every use of emergency access with the reason and how long, and recent refused access attempts.
• A clinic-wide Emergency access report under Audit Log lists every grant in a date range, a page at a time.
• See Emergency access.

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Restrict a client to the staff looking after them

• Choose who can see a client on the new Security tab. Only the owner or a manager can change it, and every change is recorded in the audit log. Restrict a client to assigned staff
• The front desk keeps working. Appointments, check-ins, invoices, payments, sales and memberships still show the time, service, status and amounts, with the secured label in place of the client.
• Clinical records stay closed. Notes, results, prescriptions, imaging, ward charts, forms, documents, signature requests, messages, files and recordings of a restricted client cannot be opened, listed, searched or written to by someone who is not allowed to see them — they get “This record could not be found, or you do not have access to it.”
• Booking asks first. Booking a restricted client with a provider who is not assigned asks you to give that provider access. When the client books online or in their portal, the provider they chose is added for them.
• Your inbox names no one. The clinic’s copy of tomorrow’s appointment reminder and payment notices now say when, what and how much — never the client’s name — for every client.
• The audit log, reports and AI agents follow the same rule, and managers see a restricted client’s name only when they are assigned.

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Quieter emails, clearer dates, and results that match your filters

• The daily “Still outstanding” email gives counts only, and form invitations no longer name the form in the subject line.
• Patients see the due date and when their link expires as two separate lines; the Invites tab says when a link closes early.
• You get a notification when a patient finishes a form you sent.
• Sharable Documents won’t accept a default that can’t be sent, and the audit log records why a booking went out without one.
• Prescreening and quiz results follow your filters; the review queue and waiting list page past 100; the pass mark is drawn on the chart; the Responses tab shows when a form reaches its plan’s response limit.
• The mobile menu is available while editing a form. See Read responses.

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Submitted answers stay exactly as they were sent

• A patient whose answer needed correcting can fix it and send again on the same invite link, instead of being told the form could not be found.
• Sending the same answers twice no longer fails; the second copy is kept and set aside for review.
• Remind sends a fresh link, and the one the patient already has keeps working. See Send a form.
• On a timed quiz sent as an invite, opening the link again does not restart the clock. See Build a form.
• A file that is not really the photo or PDF it claims to be is refused when it is uploaded.

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Signed documents are sealed only when everyone has really signed

• A document is sealed only once every signer has actually signed, and a sealed document can no longer be changed.
• Only people with Export form responses can download a signed copy or certificate, and every download is recorded.
• The staff member confirming an in-person signer needs Send documents for signature, and two-factor sign-in where your practice requires it.
• A missing clinician licence is now noted on the certificate, and your practice now receives its “document signed” and “fully signed” notices. See Prepare a document for signature.

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Form answers only go where your practice says they can

• Answers leave your practice’s inbox only when someone allowed to manage forms confirms it, and the check runs again each time the rule fires. See Automation.
• Only people who can manage forms can add or change a rule.
• Pharmacy and Diagnostics Business plans can now send webhooks.
• New forms, including ones made from templates, start from your saved clinic design.
• A document titled like “chart audit” can no longer be scored as a clinical measure, and a measure that couldn’t be added to the chart says so when you sign the note.

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Plan limits that match what you can actually do

• Closing a form now frees its place in the Free plan’s 15 published forms; reopening it, or making a published form public, needs a free place. See Publish a form.
• The document seal tab says when ordering has not opened yet, instead of offering a payment. See Document seal.
• Pharmacy and Diagnostics plans no longer show a texted signing-code allowance they do not include, and owners are told at 80% and 100% of their texted codes. See Storage and envelope packs.
• A refunded pack comes off your allowance straight away, and the Buy more dialog says a pack adds nothing after a move to a plan without that allowance.

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Cancelling or rescheduling no longer sends a booking confirmation

• Cancelling or rescheduling a visit no longer also sends the client a booking confirmation email.
• A deposit refunded automatically after the fact no longer tells your team that the client cancelled.

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Online bookings show the right price, and the portal follows your booking policy

• Booking confirmation emails show the price after a promo code, gift card or package session, and what was already paid.
• Clients booking from the portal see your booking policy, agree to it and pay any deposit before the visit is booked. See Book and manage appointments.
• A payment taken at the desk is never refunded to a client’s card when they cancel online.
• Cancelling a class gives your team one notice for the session. Classes no longer offer a provider choice or a repeat booking. See Group classes.

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Task reminders keep the details inside ClinikEHR

• Select Open task in the email to see it on the calendar after signing in.
• In clinics that require two-factor sign-in, tasks now need it too, like patient records.
• See Appointments.

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Agent templates now hand work to your team without naming patients

• Alerts are worded from a reason and never carry a name, number or health detail. See How templates tell your team.
• Tasks about a patient appear on the calendar, linked to their record.
• Agents installed earlier keep their instructions; install the template again to pick up the new wording.

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Run group classes with a waitlist

• Set the number of places, then schedule one session or a weekly timetable under Appointments → Classes.
• Clients book a place on your booking page or in their portal; a full class takes a waitlist, and when someone cancels the next person is offered the place and it is held for them.
• Mark attendance, move people and cancel a session from the roster — cancelling refunds deposits and online payments.
• See Group classes.

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Notices meant for you are now only yours

• The email about a new client message no longer names the client or quotes their words. See Who sees which notice.
• AI agents alert your team with a reason instead of free text, and refuse notes that identify anyone.
• The welcome notice for a new workspace now arrives.

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Clients can use a promo code, a gift card or a package session when they book online

• The booking page and the portal’s Book an appointment sheet have Promo code and Gift card fields with Apply, and a client who confirmed their email sees Use a session from your package. The amount to pay shows what is left after them. See Used when a client books online and Promo codes, gift cards and package sessions.
• A deposit is worked out on the price after a package session and a promo code; a gift card pays toward the visit and the card pays what is still due.
• A visit covered in full shows Package session or Gift card as its payment method, and its invoice shows the covered line, the promo code and the gift card payment.
• Cancel before the visit and the promo code can be used again, the gift card amount goes back onto the gift card, and the session goes back to the package.
• Patients book with them in the portal too. See Book and manage appointments.

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The attending clinician on a ward chart saves

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Safer documents, reminders you choose per default, and clearer screening follow-up

• Documents patients sign now show only ordinary formatting — nothing else in a template can run on the signing page.
• Each form or signature request on Sharable Documents can have Standard reminders, More reminders or No reminders. See Sharable Documents.
• A screening result can Notify a team, and Summary shows Which rule set the outcome. Each response shows whether the person joined the waiting list, agreed to be contacted or booked. See Read responses.
• Bookings paid online now link back to the screening result that led to them.
• Texted signing codes follow each plan’s monthly allowance (50 on Essential, 500 on Team), shown on Forms.
• Free plans see Signable documents on the card with an upgrade panel, and the form editor says when a Free form could collect more than one file.

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Start a consent from one another clinic has already prepared — or share yours

• Start from the registry on Send a document for signature lists documents other clinics have shared, with their pages, recipients and fields to look over first. Use this document makes your own copy to change and send.
• Publish to registry in the signing builder’s Actions shares one of yours (Team and Enterprise). A ClinikEHR reviewer reads every page first, and a document that names your clinic or looks like it carries a person’s details is refused with the page named.
• A document you started from the gallery tells you when a newer version is shared, and the author’s credit is printed on the certificate of completion.
• A document still being checked for viruses now opens by itself once the check finishes, instead of waiting for you to upload it again.

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Send any document for signature from a client’s chart — with everyone who signs it named in one place

• Who signs each part names a staff member, a named person or the appointment’s provider for every part the client doesn’t sign. See Documents.
• Documents for signature can go Portal only — no email, so a client without an email address can sign from their portal to-do list.
• Signature requests sent from the chart now appear in the client’s Sent & Shared list and in their portal.
• On Sent & Shared, an unanswered form offers Complete in person on this device, and an answered one offers Open the response.
• Opening a form in person from an appointment’s list now keeps it on that appointment instead of creating a second copy.

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Signers can attach files and photos, and your clinic stamp goes on the document

• Ask a signer for a file or a photo — an insurance card, a referral letter — right on the document. Every file is checked for safety before it is attached.
• Owners and managers on Essential and above can add a clinic stamp, placed where you choose on the document.
• Files from signers are on the envelope page, where you can open or download them.
• Signing in person on this device now works for every owner and manager.

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Your forms in your fonts, with light and dark, header images and a place in search

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Forms show their real state, and screening forms follow up

• The Forms list shows why a form isn’t collecting — at plan limit, opens soon, paused — and asks before closing a scheduled form. See Publish a form.
• A full form can stay on its page saying it’s full. See Form settings.
• Split a form at a question, fold sections away, drag whole sections; reorder grid rows and columns and use a grid for ranking. See Build a form.
• Screening forms: a waiting list, CRM follow-up only when the person agrees, outcomes over time, and bookings linked to their result. See Read responses.
• Quizzes: best, latest or average attempt, a score chart, pass rate over time, average time and attempts.
• Completion rate is now measured from visits; weekly exports wait in the app, nothing emailed; people can change answers on forms with files or signatures.

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Send the right things once, sign at the desk, and download what you signed

• The send sheet marks anything already sent and still open, and patients with no email get only the ways that work. See Documents.
• A document for signature can be signed in person on this device, from the send sheet or with Sign in person at check-in.
• Choose Don’t send reminders for any item you send.
• A role on a signable appointment document can be a named person outside the clinic, and a full form shows At response limit.
• You are told once when a signable document is skipped at booking because a role has nobody to fill it.
• Patients can Download documents they signed from To do → Completed.
• File it on the records desk now opens the patient’s Documents & forms tab.

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Forms ask who is answering, show their deadline, and signatures can be protected by a code

• A form set to collect email addresses or take one response per person now asks for an address on its link, and a second response from the same address is refused. See Form settings.
• A form’s deadline is shown on the form, in invitations and in every reminder; invitations stop when a scheduled form closes.
• Folders can be created, renamed and deleted from the Forms home.
• A document can be sent with an access code you give the signer, or with a code texted to their phone (Essential and above, with a text-message number set up). See Prepare a document for signature.
• Form events can start an AI agent.

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Form packs, saved response reports, and clearer plan limits

• Packs: save a set of forms with their timing, add a pack to your default documents, or add a pack when sending to a client. See Usage and packs.
• Saved reports on Starter and above: save the filters and view on the Responses tab and reopen them in one click. See Read responses.
• Publish now shows how many published forms your plan allows.
• Template updates now list which questions changed.
• Scored measures can be used as note templates, and a finished note records the score.
• Certificates of completion and note PDFs credit the template’s author.
• People signing from a link complete a quick bot check.

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Closed forms can send visitors to your own page, and Book buttons open the right service

• Or send visitors to this page instead under Settings → Confirmation — see Form settings.
• Which service to open on a screening form’s Offer them an appointment step — see Read responses.
• Completion rate on Summary now says “Not measured yet” instead of a figure that could not be right.
• Send a reminder on an appointment’s forms checklist now works for documents out for signature, and is no longer offered on older documents that cannot receive one.
• Busy public forms no longer turn away visitors because other people opened them at the same time.

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Signed documents is now part of eSignatures

• Signature requests and documents sent from your templates sit together on Forms → eSignatures, each marked Signature request or Document, with the same statuses. See Send a document for signature.
• Send a document for signature lets you pick a prepared document or upload a new one. See Prepare a document for signature.
• A template you have converted to a published form is now sent as that form, and you are told which one.
• On Records, owners and managers see how many documents still use the old signing links and which appointment defaults still send an old template. See Records.
• The client chart’s Files tab is now Documents & forms.
• The ClinikEHR template library is in the template gallery, scored measures included.
• Fixed: a document prepared for signature always showed “still being prepared” and could not have fields placed.

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Appointment reminders arrive when each client chose — from 30 minutes to 1 week before

• New timings: 30 minutes before and 1 hour before, alongside 24 hours, 2 days and 1 week. See Add clients.
• Switching Cancellations off means that client gets no cancellation email.
• Clients whose settings nobody changed keep getting a reminder 24 hours before, and cancellation emails.

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Reminders that respect a client’s choice, and forms patients can fill in again

• Switch Incomplete documents off on a client and they are no longer reminded; it starts on. See Add clients.
• A Patients only form that takes more than one answer stays on the patient’s Available forms list and shows when they last filled it in. See See what is waiting on you.
• The CUDOS in your document library now has its published 18 questions and scores out of 72, and the DES-II uses its published wording. Earlier documents are unchanged. See Scored measures.
• On a plan without locations, a Location question no longer asks to share one.
• The template gallery can be filtered by kind, and Browse templates in Notes opens note templates. Forms made from a template that must be credited now show the credit. See Forms.

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Talk about a form with your team, and choose how you hear about responses

• Comments on the whole form or on one question, with mentions, Resolve and Show resolved — never seen by the people who fill it in. See Build a form.
• Notify me about new responses: Every response, a Daily digest email, or None, chosen per form.
• A Question bank button on the builder’s rail opens your saved questions directly.
• The arrows on the Measures tab now show whether a change is better for that questionnaire — a rising SWLS score is green. See Scored measures.
• Scores on the Measures tab now need two-factor sign-in wherever your practice requires it, like the rest of the chart.

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Save questions once, and add them to any form

• Save questions from any form to your Question bank, then add them to another form in one step — see Build a form.
• Add question groups other clinics have shared from the Community tab; each is checked by a ClinikEHR reviewer.
• Share your own saved questions as a question group through the same review as a shared form — see Forms.
• Sharing a template you retired, or one that was sent back, now returns the same template to review instead of failing or creating a copy.

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Your own note templates are now forms — and notes written on them export as PDFs

• Create a note form and Browse templates now appear on Notes → Templates, on Custom Templates, and in the template picker when you have none — see Note templates.
• Custom templates stay available for writing notes but are now read-only, and Convert to form turns one into a draft note form — publish it to use it.
• Export PDF works on every note on a client’s record.
• The Scored Measures export now includes the rule version, score value, subscales, screen result and the reason a response was not scored.

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One reminder instead of three, and forms your patients can open themselves

• Automatic reminders for forms, documents and signature requests arrive as one email per person. Each item keeps its own timing — see Send a form.
• When reminders go out, your practice inbox gets one short summary of who was reminded, if Document notifications are on.
• A form set to Patients only now appears in your patients’ portal under Available forms, so they can fill it in without being sent it — see Form settings and See what is waiting on you.

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Clinical questionnaires now score the way their authors publish them — and a Location question asks the device

• DASH, CUDOS, DES-II, PEG, DASS-21, ASRS and SWLS use their published scoring. Older scores keep the rule they were made under and are headed Scored under the previous rule, so two scales never share one line. See Scored measures.
• A DASS-21 shows Depression, Anxiety and Stress as three charts, each out of 42. An ASRS shows a Positive screen or a negative one.
• A response that cannot be scored as the questionnaire is published is listed under Recorded but not scored, with the reason.
• A Location question now shows Share my location and Don’t share; nothing is asked until the respondent chooses, and there is no box to type a place into. An exact location is kept for 90 days, then only to within about 10 kilometres. See Build a form.

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Forms for pharmacies and labs, signing statements by country, and a floating form button

• Forms is in the Pharmacy and Diagnostics sidebars. Team members whose permissions you had already set keep every Forms permission, so nobody lost access. See Forms and the staff pages for pharmacies and labs.
• Settings → General has a new Country field. It decides which electronic signature statement people agree to before signing, and the signing certificate now says which setting chose it. See Send a form.
• When you embed a form on your website you can choose a Floating button with its own position, text and colour. See Form settings.
• If a paid plan’s payment is overdue, Forms now says it is using Free plan limits, confirms nothing was deleted, and links straight to billing.

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Forms go out before or after the visit, and the desk can send from the appointment

• A set time before the appointment and After the appointment now send the form within about 15 minutes of that moment, once per appointment. See Sharable documents.
• Send to patient on an appointment’s Forms & Documents list and on the check-in sheet, with Required before visit for each item. See Send from an appointment.
• Forms can also go In person, on this device or as Print a blank copy.
• Searching for a patient when sending a form, or when linking an email to a client, finds them again.

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Update a template you shared, without taking it out of the gallery

• The version already in the gallery stays there while the update is checked, and Your contributions shows Update in review.
• If the update is sent back, the published version is unchanged and the reason appears under the template.
• Once approved, clinics that use the template get the new version, and forms already made from an earlier one are left alone. See Forms.

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Forms tell people what to fix before they move on

• Next and Submit stay on the section until its answers meet your rules, show the message you wrote, and move straight to the first question that needs attention.
• New guide: Prepare a document for signature — upload a document, choose who signs it, place the fields and send it.
• The forms permissions table now covers exporting responses, sending documents for signature and sharing templates with other clinics.

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Signature requests can go out with every appointment

• Signable documents on the Sharable Documents card: choose who signs each role — the patient, the appointment’s provider or a named colleague — and the request goes out when the appointment is booked, once per appointment. See Sharable documents.
• A newly uploaded document starts with a Patient signer, and you can add or change who signs before placing fields.
• Sending a signature request, or giving someone more time, now tells you how many people were emailed and who signs in the room.
• The signing certificate carries your clinic’s logo.
• In the template gallery, scored questionnaires keep their scoring, and a template can suggest how long to collect for. See Forms.

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Quizzes from any form, forms on your own domain, and a design every new form starts from

• Mark this question in a question’s menu turns the form into a quiz. See Build a form.
• In person, on this device now gives you Open the form on this device, with the details you already hold filled in. See Send a form.
• Share forms from your own domain. See Custom domain.
• Set the look new forms start from in Settings → General → Forms design default. See Branding.
• The Free plan includes 2 automations per form. See Automation.
• Your plan includes storage for files attached to forms, with a notice at 80% and when it is full. See Form settings.
• Error messages are easier to read in both light and dark mode.

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Forms that do the sums, fill themselves in, and work for everyone

• Calculation questions work out a total or a BMI from other answers as the respondent types. See Build a form.
• Details already on the patient’s record are filled in when you send a form to that patient, and they are asked to check them.
• Staff only forms are filled in by your team with Fill in on the Forms page. See Publish a form.
• Adjust mark lets a reviewer change a quiz mark with a reason, and the original mark is always kept. See Read and export responses.
• Offer a copy of their answers by email to respondents who ask for one. See Form settings.
• Layout and Header image in Design, and your colour and logo on invitations and on a closed form’s page.
• Shuffled quizzes keep one order per attempt, and a form now tells people exactly which questions still need an answer.
• When a form asks for an exact location, it now says the location is kept for 90 days and then removed.

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Everything on a patient’s to-do list opens from the portal, and a signature request can be given more time

• Forms and signature requests open straight from To do in the patient portal. See See what is waiting on you.
• Extend gives a signature request a new last day without new links. See Give a signature request more time.
• Ask signers to finish by a date, and remember a document’s signing window for next time.
• Signers can choose Finish on another device, and the signing page shows your clinic’s name and logo. See What the signer sees.
• The electronic-signature statement names the relevant law, and the certificate records which version was agreed.
• Send to patient now includes single-signer documents, with a delivery method and a complete-by date for each item. See Send an intake pack.
• The Records signature chase shows when each patient last opened what they were sent. See Records overview.

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Find a change in the audit log by what was touched

• All resources narrows the audit log to one kind of record or screen, grouped by area, and the choice stays in the page address. See The audit log.
• Saving your Sharable Documents is recorded once per save that changes something. See Sharable documents.
• A document that cannot be found now says so when you save the Sharable Documents card, instead of saying the action is not allowed.
• An exact location shared on a form is kept for 90 days, then removed automatically. See Form settings.
• Scored questionnaires are matched to the right instrument. An AUDIT-C screen is no longer scored as the full AUDIT.

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Narrow down, compare and work through form responses — and share the results

• Filters for every view — date range, how the response arrived, screening outcome and reviewer. They stay in the page address, so a link opens the same responses.
• Compare groups splits every chart by the answer to one question.
• Where responses came from shows countries and regions. Places with fewer than five responses are not listed.
• Work on many responses at once: flag them, assign a reviewer, move them to trash (nothing is deleted, and they can be restored), or export just the ones you ticked. Choose which columns you see.
• One response at a time now shows its history, a drawn signature, and Previous and Next through your filtered list. Each response has a short reference that stays the same whatever you filter.
• Attachments open again from an individual response.
• Share results on a public page — counts only, once at least five people have answered, with small counts hidden and nothing anybody typed.

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Reuse questions, go back to an earlier draft, and share a form with your team

• Import questions copies questions from another of your forms, with their answer keys. Anything that only made sense in the other form is listed rather than silently dropped.
• Version history keeps earlier versions of a draft whenever questions are added, removed or reordered, shows what changed, and restores one. Your current draft is kept first, and respondents see nothing until you publish.
• Share with your team lets a colleague edit one form without changing their role, and Shared with me finds forms shared with you.
• Print blank form downloads the published form on your letterhead, to fill in by hand.
• Starter templates from ClinikEHR — a new patient intake and others — are on the Forms page.
• Delete forever lets the clinic owner remove an archived form that nobody has answered and nothing uses. Archived forms are never deleted automatically.
• Duplicating a quiz, or a form with conditional questions, now copies its marking and its conditions correctly.

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You are told when a form pauses itself

• Your practice now gets a notification naming the form that paused and how many submissions arrived, with a link straight to its settings. It cannot be switched off in notification preferences, because a form that has stopped collecting is not something to miss.
• One burst, one notification. However many submissions arrive at once, you are told once.
• Recording where a response came from is on the Essential plan and above, as the plan comparison has always said. On Free and Starter both location switches are off and say why, and no location is kept with responses.
• A response somebody started and never sent no longer keeps an approximate location when the form’s Record an approximate location switch is off.

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The front desk can finally see what an appointment is still waiting for

• Every appointment now carries a Forms & Documents list: what your defaults produced for it and where each one has got to — sent, opened, in progress, completed, declined — with anything Required before visit at the top.
• The same list is on the check-in sheet. Choose the appointment and you can chase, resend or cancel an item without leaving it.
• Complete in person opens a still-outstanding form on the desk’s own screen, so the person can finish it there rather than being asked to go home and check their email.
• A row that cannot be tracked says so. Older document templates are not tied to the appointment they were sent with, so the list says “Not tracked” rather than pretending to know whether it came back.

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Turn an old questionnaire into a form, without losing the old one

• Convert to form on any Sharable Documents row builds a draft form from that template’s questions. The template itself is untouched, and the default keeps sending exactly what it sent before.
• Anything that could not be carried across is named — a question type with no equivalent, a section too long to fit — so you can check it before publishing rather than after.
• Use this form here switches the default over once the form is published. Everything already signed stays exactly where it is.

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Send anything to a patient from wherever you already are

• The patients register’s row menu now reads Send to patient and opens the same three-step sheet the client’s own record uses: forms, signature requests and consent documents in one list, several at a time, in one email.
• The nursing station’s charting sheet can send too, from its footer, so a consent no longer means walking away from the bedside.
• Anything the patient already has open is marked, so the same consent does not go out twice from two different screens.
• The confirmation says what actually went. An item that was skipped — no email on file, a form that has closed — is named with its reason instead of being counted as sent.

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Fixed: the records desk said “All clear” while forms were still outstanding

• The queue now counts forms and signature requests as well as documents, and the tiles above it count all three.
• Each row says what it is waiting on, because a form is chased differently from a signature request.
• An assistant asked to send a clinic’s default documents now sends its default forms too. They were being dropped silently, with nothing recorded to say so.

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Patients can see everything their clinic is waiting for, in one place

• A new To do page lists every form and document still waiting on a patient, across every clinic they are registered with, with the most urgent first.
• Items attached to a visit are grouped under that appointment, with its date and time shown in the clinic’s local time and labelled as such.
• The dashboard card counts all of it, not just documents, and opens the new page.
• What has already been finished — completed, declined, expired or withdrawn — is listed underneath.
• A list that fails to load says so instead of showing an empty one, because “nothing to do” and “we could not check” are not the same message.

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Fixed: two measures charted against the wrong scale, and a severity that never lit up

• ASRS and CUDOS now plot against their own scale, with the same severity guide lines every other measure has.
• Depression severity reads correctly at the top of the scale. A PHQ-9 in the moderately severe range was not highlighted in the severity key and its point on the graph had no colour. Both now match the rest of the scale.
• The severity key wording matches what is recorded, so the band a client is currently in is highlighted on every measure, not most of them.

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Fixed: large catalogues were only half-loading

• The whole catalogue now loads, however large it is. Lot and stock lists are loaded the same way, so they cannot run into the same ceiling as a shop grows.
• You can search by barcode in Inventory. Typing or scanning a code into the inventory search bar now finds the product. It previously searched only the name, category and SKU — not the barcode itself — so a scan matched nothing, even though the same scan worked at the till.
• If a list ever cannot be loaded in full, the page says so rather than showing you part of your stock as though it were all of it.

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Time a quiz, and decide how much of the marking people see

• A time limit, in minutes. Counted from the moment the form is opened and checked when the answers arrive — closing the tab does not stop the clock, and neither does anything else in the browser. A few seconds of grace covers a slow connection, so nobody who finished in time is told they did not. The respondent sees a countdown while they work.
• How much of the marking they see — their score only, which ones they got wrong, the right answers as well, or everything including your explanations. It is a separate choice from when they see it, so you can release a score immediately and still keep the answers back.
• Options in a different order for each person. The switch has always been in the form’s data and never did anything; it does now. It is per question, and separate from Shuffle questions, which deals the questions rather than the choices.

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Mark the answers a list of accepted answers could not

• Accept anything matching a pattern, for answers that are a shape rather than a list — a reference number, a postcode. An answer counts if it is in your list or matches the pattern.
• A grid can have a different answer in each row. Until now one correct column had to be right for every row, which is fine for a rating grid and no use at all for a grid asking different questions down the side.
• Spaces must match too, for the rare answer whose spacing is part of it. It is off by default: normally extra spaces are ignored, because somebody who typed two spaces between two words gave you the right answer.
• Explain each option — a line on each choice saying why it is right or wrong. These appear only where the form already shows the answers, since one explanation gives the others away.

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A queue for the screening answers a form cannot decide

• A Review tab on Forms, showing what is waiting and how many. It appears only when something is there.
• Decide with a reason. Eligible or Not eligible, recorded with your name and the time, and a note saying why. The note stays with the response and is not written to your audit log — it is clinical detail, not a record of what you did.
• Your decision is recorded beside the form’s, never over it. The form’s own outcome still says Needs review afterwards. “The rules said eligible” and “the rules said review and a clinician decided eligible” are different facts, and the record keeps both.
• Two people cannot both decide the same one. The second is told somebody has already decided it, and by refreshing sees their decision.
• The queue shows no answers. It names the form and what the form’s author said about why it needs a look. To read what somebody wrote, open the response.

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Send a form from the client’s chart, and be told what actually went

• Forms are in the sheet. Step one now has a Forms group alongside consents and measures, listing your published, patient-facing forms. Tick a form and a consent together and both go in one send.
• The confirmation tells the truth. It used to say “Sent 3 documents” whenever the send succeeded, whatever had actually happened. It now says “Sent 1 of 3 items” when that is what happened, and names why the others did not go — no email address on file, or they already hold a live link to that form.
• A refusal leaves your selection alone. If nothing went, everything you ticked is still ticked, with the reason beside it.
• The same thing is not sent twice by accident. If somebody already holds a live link to a form or consent, ticking it again is refused with that reason rather than quietly creating a second link.
• The access log is reachable. Every document keeps a seven-year record of every time it was opened, by whom and from where. Nothing in the product could show it. A document row on the chart now offers View access log.

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One list of everything a patient has been sent

• Sent & Shared is now one list. Forms, documents and signature requests together, in one set of words — Sent, Opened, In progress, Completed, Expired, Cancelled — so two screens can no longer disagree about whether something went out.
• You can act on a row where you are looking at it. Remind, resend with a new link, cancel an invite, revoke a document’s access, or open a signature request’s tracking page.
• Nothing finished offers a reminder. Somebody who has already signed is not nagged, and somebody whose access you closed is not handed the link back.
• A list that cannot be loaded says so. If your practice requires two-factor authentication before anybody can see what a patient was sent, you are told that — not shown an empty list that reads as “nothing was ever sent”.

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Take your answers out, and decide when a form collects

• Export what you collected. On a form’s Responses tab, Export gives you a spreadsheet — one row per response, or one row per answer for anything you are analysing properly. CSV on every plan; Excel from Starter.
• A form can open and close on its own. Set when it opens, a deadline, and when it closes, and decide whether a late answer is still accepted. Close now, Extend deadline and Reopen are there when you want to decide by hand.
• You are told what closing will do. “Close now — 3 invites are still open; their links will show the closed message” — the numbers are real, counted before you confirm.
• A form can go out with an appointment. Add one to your practice’s Sharable documents, and whoever books gets it automatically — once, however many times the booking is edited.

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Send a form to a patient, and see who answered

• Each person gets their own link. Open a published form’s new Invites tab, pick patients by name or type any address, and send. Answers from a patient you picked arrive filed against their chart.
• Choose how each person gets it. Email, the patient portal, or a link created without emailing so you can hand somebody a tablet at the desk. If a choice will not work — most often because there is no email address on the chart — you are told beside their name before you send, not after.
• See what happened. The Invites tab shows Sent, Opened, In progress, Completed, Expired or Cancelled for every person, and when the next reminder is due.
• Chase, replace or close a link. Remind sends the same link again; Resend replaces it, so a link that went to the wrong address stops working; Cancel closes it. We also chase automatically — twice, then we stop, and never with a link that has expired.
• Search moved to where the list is. Search forms now sits under Recent forms with the filters, directly above the results it narrows, instead of above the tabs beside two lists it never filtered.

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Documents is now Forms

• One place instead of two. Building a form and sending a document for signature were separate screens with separate lists. Forms now holds both — Forms for what you build, Signed documents for what you have sent.
• Nothing was moved off your records. Every document you have ever sent is on the Signed documents tab, with the same statuses, the same counters and the same templates.
• Old links keep working. A bookmark, or a link in an old email to your team, opens the tab it always did.

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Your forms can now act on a response, not just record it

• Email a copy of the answers to the person who filled the form in — with your own subject and message. It only sends when the form collected an email address, and a patient who has asked not to be emailed directly is skipped.
• Email your practice when a response arrives, to your own address or one you name. It obeys the email switch and the category you chose in Settings → Notifications, the same ones that govern the notification bell.
• Send the respondent a follow-up form — how a pre-screening becomes a consent and a consent becomes an intake. One invitation per response, so nobody gets two links to the same thing.
• Attach the response to a patient’s chart when the address on it matches exactly one of your patients. Two patients sharing an inbox means nothing is linked, on purpose.
• Send a signed webhook to another system, on Team and above, with your own signing secret and automatic retries.

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Conversations open fast, and the To field finds your people

• Opening a conversation could take long enough to show “We could not open this conversation”. Conversations now open promptly, with their messages, delivery status and Linked clients all in place. See Mail.
• The Linked clients section used to lag behind the rest of the conversation. It is now there as soon as the conversation is.
• Mail is quicker throughout — folders, conversations and message text all open with less waiting.
• The To field in a new message said Searching contacts… and found nobody. Everyone already on file — clients, staff, vendors and referrers with an email address — is now in the contact directory, and suggestions appear as you type. See Mail.

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Sent mail shows its subject again

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V10.0.0 — Mail, campaigns, and a claims screen that finishes the job

• ClinikMail — a full inbox for your practice: personal and shared mailboxes, your own domain or a free @clinikmail.com address, attachments, search, labels, and a conversation that lands on the client’s chart. Set it up under Settings → Mail — see Mail settings and Mail.
• Your mail app can open your practice mailbox — Apple Mail, Outlook and Thunderbird configure themselves from the address, and a phone can be set up from a single link. See Mail settings.
• Secure messages to patients that do not travel as email at all. See Secure messages.
• ClinikReach — campaigns that send from your own address, segments built from consent you actually hold, automated journeys, subject-line tests and results you can read. See Marketing.
• Insurance claims — the form fills itself in from the visit, suggests codes, tells the truth about every status, and a paid claim pays its invoice. See File insurance claims.
• The client chart gained Notes, Charts and Vitals tabs, and check-ins can be reopened. See The client chart and Check-ins.
• Pharmacy — sales reported by category and over any period, exported as accounts; old stock sells first even when its expiry was never recorded; and receipt barcodes print again.
• status.clinikehr.com — whether ClinikEHR is up, any time, without asking us.

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Claims: code suggestions arrive from an unbilled appointment too, and the code search opens ready to browse

• Suggestions run from either entry point. Where the visit has clinical notes, ICD-10 and CPT suggestions appear, marked as suggestions for you to review, exactly as before.
• An empty chart says so. If no clinical notes are found for the visit, the form tells you — “No clinical notes found for this visit” — so you know Box 21 is yours to fill rather than wondering whether something is still loading.
• The code search shows codes as soon as it opens. It no longer waits for two characters before it will look anything up, it fits the field it belongs to on a phone, and a code that arrived from the visit or a suggestion now shows its description instead of a bare code.

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Opening a conversation no longer waits behind the rows you scrolled past

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Settings → Mail opens for every practice — and the two-factor switch says who may move it

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The connection notice fits a phone, can be closed, and goes away on its own

• It now fits the screen at every size, its close button is always visible on touch, and it dismisses itself after twelve seconds. Refresh is still there while it shows.
• Back online only appears when you had actually been offline. It used to appear on any change of signal strength, which was announcing a recovery from nothing.
• Weak connection shows at most once every five minutes rather than every few seconds while the signal wavers.

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Insurance claims: the screen now tells the truth about every action

• Check status with payer now asks you to confirm and says it uses a credit. It is no longer offered on a claim the payer rejected on acknowledgement, where there is nothing to fetch and the check would still be charged.
• Attach (275) is offered while a claim is a draft, which is the only time an attachment is actually sent to the payer. A file attached after submission was never leaving the building; the panel now says how to do it properly (Reopen for correction, attach, resubmit).
• The response timeline colours are right. Some acknowledgement codes are rejections and one finalised code is a denial; they were shown in the “accepted” and “paid” colours.
• A batch that fails now says why, one reason per distinct cause, and offers Get credits when credits were the cause. Get credits opens the Subscription tab it always named, not the dashboard overview.
• Payments: the Adjusted column had summed a field the payer network does not send, so it showed $0.00 on every row. It now reads the real adjustment amounts, and shows ”—” where none were recorded — the same for a payment with no amount.
• Payer cards in Insurance settings now show Enrollment required where a payer needs it (this read “N/A” or “Unknown” before), and the payer details show whether a PTAN is required at the payer level, plus each enrollment’s type and typical timeframe.
• NPIs are checked as you save them, in Insurance Profile Settings and billing profiles, using the same check the registry uses — a mistyped digit is caught here instead of coming back as a payer rejection days later.
• Opening a claim and downloading its CMS-1500 are now recorded in the audit log like every other clinical read and export.

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Dropdowns open to their full height again

• Dropdowns now open as tall as the space allows and scroll inside it, wherever the control sits on the page. This affects every dropdown, search box and menu in the product, not one screen.
• Menus opened near the bottom of a long list no longer run off the screen with their last options out of reach.

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Medicare Advantage enrolments can be named

• Medicare Advantage is now selectable when you create an enrolment.
• An enrolment always names its transaction type, including any type added by the clearing house in future — it shows the underlying code rather than nothing.
• Provider Enrollment sheets now open at the same size as the rest of the product, with the header and the action buttons fixed while the form scrolls between them.

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Mail sent to a tagged address now arrives

• It is delivered now, to the mailbox before the +, with the tag kept on the message so you can still search and filter on it.
• An address someone deliberately created always wins. If a mailbox or alias is named with the tag in it, that is where the mail goes.
• Nothing else was widened. Mail to an address that does not exist is still refused, and a suspended mailbox still does not receive.

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Mail actions say what they did, and what they would not do

• Those actions are now declined, with the reason — and on a mixed selection the rest still go through. You are told how many moved and why the others did not.
• Restoring puts a conversation back where it belongs. Something your practice only ever sent returns to Sent; a conversation you received returns to Inbox.
• Reporting spam only changes a sender’s standing for conversations that actually moved, so a click that did nothing no longer quietly adds someone to a list.
• Mailbox names are checked properly when you create one. A name starting or ending with a dot, or with two dots in a row, used to be accepted by the form and refused when it was saved, with an error nobody could act on.

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Add your mailbox to a phone without phoning anyone

• The settings are shown with the password. Your full address, the server name and both port numbers, at the moment you create an app password — the one moment you need them.
• Set up on iPhone or iPad installs a profile that fills in every setting. Open it on the device itself. It carries no password, so the device still asks for the one you just created.
• Thunderbird and Outlook already configured themselves from your address alone, and still do.

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The failed-send warning is one line, and you can shrink it

• One line now. How many messages could not be sent, and that they will not be retried. Select Why for the reason behind each one.
• Minimise shrinks it to one line that still names the count and still opens Outbox — it never goes away. Show brings it back, and so does any change to the failures, so a new one can never arrive already minimised. It applies to your own screen only.
• The red count on Outbox now appears in the folder chooser on a phone and tablet as well as the folder list on a computer.
• It fits its column again at both ends: it was overflowing its own pane by a few pixels on small screens, and stretching a single sentence across the full width on large ones.

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Mail no longer tells you to create a mailbox you already have

• You do not have access to a mailbox — one exists and you are not on it. The action is Manage mailbox access, which goes to the mailbox and its member list, and the note for anyone who cannot do it themselves asks an owner or manager to add them rather than to finish a setup that is already finished.
• You do not have a mailbox yet now means what it says: nobody has created one.
• ClinikMail is not set up yet is unchanged — no domain has been added.

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Selling to a registered customer no longer blocks an inventory reset

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Report on any period you like, and export it as accounts

• Pick any date range on the Executive dashboard and on Sales. Both the figures and the export follow the dates you chose, and each screen prints the two dates it is showing so a screenshot says what it covers.
• Export accounts turns that period into a workbook that reads as books rather than a list: a summary line per category, every product grouped under its category with a subtotal for each, and a grand total. See the Executive dashboard.
• The Sales page can export again. It downloads the same workbook for the range on screen, so the two screens cannot produce different books for one period.
• A reconciliation sheet explains why the category totals and the Revenue figure differ — tax, charges, fees and whole-sale discounts belong to no single product — and ends on a difference that should read 0.00. Where it does not, a sale carries a total its own lines do not add up to, and the sheet says so instead of adjusting it away.
• Downloads are now named for the period rather than the day you took them, so two exports on one afternoon no longer collide.

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Mail stops reloading itself while you are reading

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Claims: edit everything, delete a draft, and dates that show the right day

• Delete a draft claim from the claim’s details. Only drafts can be deleted: once a claim has been filed it keeps its record, and the product says so rather than failing quietly.
• Dates no longer read a day early. A date of service or payment date is a calendar date, not a moment, and it was being shifted by time zone — so a claim showed one day and the payer had another.
• “Not enough claim credits” now means exactly that. It used to appear for problems credits could not fix, so practices topped up and nothing changed.
• A monthly claim allowance is counted monthly, including on annual plans, where a month’s allowance was previously being spread across the whole year.

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A payment link no longer says “paid” when nothing has been paid

• The page now confirms the payment before it says anything, and shows the amount that was actually charged so one payment cannot be mistaken for another.
• When it genuinely cannot check, it says so plainly and tells the client not to pay again until somebody has looked — an unclear answer is never rounded up to “paid”, and never down to “failed”.
• A payment link can no longer be created for an invoice that is already paid in full, or for more than an invoice still owes. This is what stops a client being charged twice for the same invoice.
• Links sent from invoice reminder emails carry the same check.

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Campaigns actually send now — and Mail tells you when something did not

• Scheduled campaigns send. Automations you build and set Active now enrol people and run. A/B tests genuinely send different subject lines to each group, and pick the winner from what actually happened.
• Marketing results show booked appointments, not just opens and clicks — with a plain statement of what that number does and does not claim.
• Five starter templates — welcome, recall, newsletter, announcement and review request — are there to begin from, on every plan.
• “Manage your preferences” no longer unsubscribes you. It opened a page that immediately opted the person out and told them so. It now shows their preferences and asks.
• A message that could not be sent is impossible to miss. A red count on Outbox kept separate from unread, a banner that names the reason in plain language, and a daily email so a failed message is noticed on a day nobody opens Mail.
• Your storage is honest. The banner tells you where you stand, sending stops at full — and receiving never does. Incoming mail keeps arriving and nothing is bounced.
• Mail apps see your Sent folder correctly, showing exactly what your recipient received rather than a reconstruction.
• A practice that requires two-factor sign-in now decides, explicitly, whether mail apps may bypass it — with the consequence written next to the switch instead of in a manual.
• Contact imports are screened. A list that looks bought or scraped is refused before it can damage your ability to reach anyone.

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A message to a patient does not have to be an email

• Direct email to a patient is still possible, and now it is recorded. It needs the patient’s consent, taken with the warning they are supposed to hear, and stored with the date, the method and who took it. Consent with nobody’s name against it cannot be saved.
• Recording consent does not change the default. Every message still starts as a secure message; direct is a choice somebody makes each time.
• A secure message goes to one patient on their own. Sending one to several would either give the others a link they cannot open, or tell each of them who else is a patient at your practice. Mail says so and offers the two ways forward.
• Attachments are not carried on a secure message yet, and Mail refuses rather than quietly leaving the file behind.
• Your mail app can set itself up. Type your address into Thunderbird, Outlook or Apple Mail and the server settings arrive on their own — no hostname or port numbers read out over the phone.
• Spam that is genuinely ambiguous gets a second opinion. Only the small band of messages the filter is unsure about, and only ever to nudge a borderline verdict — it can never bury a message on its own.

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Your mail app can open your practice mailbox — and Mail tells you when a message did not arrive

• Add the mailbox to Gmail, Apple Mail or Outlook. An owner or manager issues an app password in Settings → Communications & AI → Mail, and you use it in place of your ordinary password. Everything you send from a mail app goes through the same checks, the same blocked-sender list and the same limits as a message written in ClinikEHR — including the moment where you can undo it.
• Revoking a password stops that device within a minute, and leaves every other device you have set up alone.
• Sent and Delivered are now two different words, because they are two different facts: one says the message left us, the other says the recipient’s server accepted it.
• A bounce shows as a bounce. A permanent one tells you the address needs correcting; a temporary one tells you to wait, and deliberately does not send you hunting for a typo that is not there.
• A message refused because the far end could not accept it securely says so plainly. Mail never falls back to sending a clinical message unencrypted, and the address is almost always fine.
• You are warned before you write to an address that has asked not to be contacted, not after — because nothing bounces the second time.

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An agent can work your inbox — and it still cannot send anything on its own

• Inbox triage starts the moment mail arrives. It reads the conversation — not just the subject line — files it with the labels you already use, raises Important on what needs a person today, and leaves a draft reply where you would have written one.
• It never sends. Every reply it writes is a draft you open, edit and send yourself. Even where an agent is deliberately given the send step, it refuses unless someone approved that run — and it can only send a draft an agent wrote, never one of yours.
• It never moves or deletes a message. No Trash, no Archive, no folder change, not even for mail that looks like spam. A message you never learn arrived is worse than one filed in the wrong place.
• It writes nothing clinical. A symptom, a result or a medication question gets a label, an Important flag and a nudge to staff — never a draft reply to the patient.
• You can always tell. Anything an agent wrote or edited is marked AI-assisted in the conversation, permanently — the badge cannot be removed.
• Agents follow your sending rules, and one stricter one. Blocked senders, sending limits and storage apply exactly as they do to you. Where you would get a warning about sending identifiable patient information outside the clinic, an agent is refused outright.
• Mail received is now a trigger you can build on yourself, alongside Invoice paid and the rest.

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Screens that keep themselves up to date

• A conversation you have open now updates itself. A reply that arrives while you are reading appears at the bottom of the thread — no Back, no reload. The conversation list already did this; the message you are actually reading now does too.
• Campaigns move on their own. While a campaign is scheduled, sending or paused, its status and its figures update live — including one somebody else started, and including an automatic safety pause. The report you have open updates with it.
• An automatic pause reaches you while you are looking at it. A send stopped by a bounce or complaint rate used to be invisible until the next reload, which is exactly the wrong moment to find out.
• Mail fits a phone properly. The toolbar keeps to one row so the conversation list gets the screen — Refresh moved into the More mail options (⋮) menu on small screens — and long labels no longer crowd the subject out of a row.
• Email marketing reads better on a phone and a tablet. Headings start at a size that fits, the tabs are full-size touch targets, and the header lays out side by side from a tablet’s width rather than stacking down the page.

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Three new agent templates for the appointments that quietly cost you money

• Cancellation slot recovery — a cancellation becomes a fillable opening. It checks the slot is still genuinely free before telling anyone, then hands the front desk a task naming the exact gap.
• No-show recovery — a warm same-day note with real alternative times, and no lecture. It stays silent if the patient has already rebooked, and flags a repeat pattern to staff rather than to the patient.
• Recare — finds patients due for a routine return, skips anyone already booked, and invites the rest.

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Campaigns now send from your address — and say so before you send

• Reuse an address you already have. Any ClinikMail address on a domain your practice owns can become a sending identity in one click, under Settings → Marketing.
• The screen now explains itself. An address that cannot carry campaigns is still listed, with the reason next to it, instead of quietly missing.
• Free ClinikMail addresses cannot send campaigns, because they are shared with other practices — one practice’s bulk mail could otherwise affect whether everyone else’s appointment reminders reach the inbox. Your free address keeps working for everyday mail.
• A campaign will not send without a valid sending address. It stops and tells you which of the four things to fix, rather than going out from an address you did not choose.

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Reading a message: pictures show, text is readable, and folders open

• Pictures in newsletters and statements now appear. Many messages build their images into the page background, and those were being dropped even after you had chosen to show pictures from that sender. They now appear as soon as you allow the sender — and when they are still blocked, they say blocked rather than not available, because those mean different things.
• Messages are readable in dark mode. A message written on a white background is now shown on one, so text that the sender coloured dark is no longer dark-on-dark.
• Switching folder while reading a message works. Clicking Sent — or any folder, label or search — while a conversation was open appeared to do nothing until you pressed Back. It now takes you straight there.

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Email that belongs to a client now lives on their chart

• Link a conversation to a client from the message itself: open it, and under the subject select Link to client.
• The chart has a Mail tab. Everything linked to that person is listed there, and selecting one opens it back in Mail.
• It is on all three charts — the client record, the consultation chart and the ward chart — reading the same links, so an admitted patient’s correspondence is there at the bedside.
• You link the conversation, not the message — every reply that arrives afterwards is on the chart too, without anyone linking it again.
• A conversation can go on more than one chart. Families share an email address, and a message from a parent about two children belongs on both.
• Unlinking is a correction, not a deletion. It stops showing on the chart, the mail is untouched, and it can be linked again.
• Both linking and opening the chart’s Mail tab are recorded in the audit log, because putting correspondence on a chart puts it in front of everyone who can open the record.

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A team inbox your team can actually open

• Shared mailboxes now have a member list. Each one shows Who can open this mailbox in Settings → Communications & AI → Mail, where an owner or manager adds and removes people.
• A new shared mailbox works straight away — whoever creates it is on it from the start.
• The last person can’t be removed while the mailbox is active, because mail would keep arriving with nobody able to read it. Add someone else first, or suspend the mailbox to retire the address.
• A mailbox with nobody on it says so, instead of looking fine while going unread — which is what you will see if the only person on it has left.
• The free @clinikmail.com card no longer offers a button that cannot work. When free addresses are not available it says so up front, rather than failing after you select it.

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Receipt barcodes print again — and can no longer run off the paper

• Update the desktop app to v1.0.8 and the scannable barcode is back on every receipt. The desktop app does not update itself — install it from Settings → Desktop app.
• The till now tells you if the version you are on prints receipts without the barcode, instead of leaving you to discover it at a return.
• Longer reference numbers no longer run off the roll. Invoice, prescription and lab receipts with a long number were printing a barcode wider than the paper, which cut off the ends and made it unscannable — it now always fits.
• Every receipt now carries a real, scannable barcode. Receipts printed from a browser previously showed a decorative bar pattern that looked like a barcode but scanned as nothing.

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Assistant replies appear as they are written

• The first thing on screen arrives in about three seconds, instead of nothing until the reply was complete.
• The finished reply is still what counts. Anything the assistant says before looking something up is replaced by the real answer, so the page ends up showing exactly the reply recorded on the Runs page.
• Your limits and credits are unchanged — a reply that streams is still one message and the same cost.
• Works on the public assistant page and the website widget alike. See Publishing a public assistant.

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Your AI assistants answer in seconds, not a minute

• Public chat replies are markedly faster. The heavy lifting around each reply — safety checks, rate limits, credit checks — now runs all at once instead of one step at a time, and interactive chats use a faster response profile automatically.
• Automations start immediately. An assistant set to act when an appointment is booked, a claim is denied, a document is signed, or a text message arrives now begins within seconds of the trigger — previously it could wait up to a minute, and in some cases the background runner never picked the work up at all until something else jogged it.
• One busy chat no longer holds up the queue. A visitor’s message used to briefly park other pending automations while it ran; each conversation now takes only its own turn.
• New assistants also default to a faster model at the same credit cost. See Agent templates.

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The claim form fills itself in — and a paid claim pays its invoice

• Rendering Provider (Box 31) now carries the NPI and taxonomy from your Insurance Profile Settings.
• Diagnosis Codes (Box 21) come from the visit the claim bills — codes chosen in the note land directly, and the AI suggests ICD-10 codes from the clinical record where only free text exists, always as reviewable suggestions.
• Service Lines (Box 24) take CPT/HCPCS codes and charges from the appointment’s services, with AI-suggested modifiers (95, 25, 59) for every line.
• The ICD-10/CPT search works — same fast, ranked search as everywhere else in the product.
• A claim raised from an invoice settles it when the payer pays — the electronic remittance posts against the invoice and flips it to Paid once covered.
• Editing a reopened claim can no longer duplicate its service lines, and the claim details panel matches the product’s other panels. See Insurance claims.

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Checks your plan includes no longer ask for credits

• Plan entitlements are read reliably now. The subscription lookup behind every metered action was fragile in two ways — a clinic with an old, replaced subscription record could be billed against the plan it no longer has, and certain account histories made the check fail outright. Both are fixed, on the server and in the app.
• What each plan includes, and what each action costs in credits, is now written down in one place — see Plans overview.

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Prescriptions carry the address on file — and Sync actually syncs

• Sync now sends the patient’s current details every time. Fix the profile, press Sync once, and the prescription reflects it.
• A missing address, date of birth or phone now blocks the sync with the exact fields named, instead of a placeholder being invented onto a legal prescription or an unreadable validation error coming back.

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Small fixes you will notice

• The vitals trend chart follows your theme — dark mode no longer gets a white tooltip and invisible axis labels on the client record’s Vitals tab.
• The service form matches the product’s other panels — same floating layout, safe-area padding on phones, and buttons that never scroll out of reach.

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Provider enrolments submit properly, and the form fills itself in

• Enrolments for newly added providers now go through. The provider is registered with the clearinghouse automatically as part of submission — the step that silently failed before is handled for you.
• Add Provider prefills from your Insurance Profile Settings — name, NPI, Tax ID and address carry over for you to review; you add only the contact email and phone. See Insurance settings.
• Problems are named before submission. A missing contact field, a Tax ID that is not nine digits, or an NPI that is not ten is refused with the exact field named — instead of a clearinghouse rejection that blamed your contact details.
• The guide now includes exactly what to gather from a provider before you can bill insurance, and which transaction types need enrolment per payer.

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Blood sugar speaks one unit, and vitals can be recorded from the chart