Changelog

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Walk-in results save, Positive results are flagged, and station figures load

• Walk-in results and payment. Opening a walk-in’s lab test or imaging study to enter results no longer asks for their details again. Collect Payment Now works in the same step. Walk-in clients
• Positive / Negative results are flagged. A test whose result is chosen from a list used to read Normal whatever was chosen. A result different from the test’s Reference Range (for example Positive where the reference is Negative) is now flagged Abnormal. Results already saved are re-checked when you open them to enter results. Lab Station
• Station figures show again. The Lab Station cards and the Imaging station cards and charts could read 0 when there was work on record. Imaging counted only the last few days; the Lab Station figures failed to load. If figures cannot load, the cards now show — and say so, rather than 0.
• Imaging confirmation on a phone. The Report Saved! and Radiology Order Created! summary now opens from the bottom of the screen, and its buttons are always in reach.
• Imaging summary reports. The Daily Report, Monthly Report and Critical Findings Log cards on the Documents tab now download a PDF for the day, month or period you choose, walk-in clients included. Report an imaging study

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We now ask you to confirm your clinic’s time zone

• A clear banner. At the top of Settings and on the Communications page: Confirm your clinic’s time zone. The owner opens Review time zone, checks the field and saves. General settings
• New York clinics can finish too. Saving the time zone as it is counts as confirming it, and the banner goes away.
• Managers see it, owners act on it. A manager is asked to pass it to the owner. Staff never see the banner.

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Tools you connect with OAuth now work, and failures say why

• OAuth connections work. Testing a connected tool, and agents that use it, now present your sign-in and renew it before it runs out. AI settings
• Clear messages. “The server refused the sign-in. Reconnect it in Agent Studio.” or “Could not reach the server.” replace the single general failure.
• EvidenceMD needs the API add-on and the agreement. As with the note assistant, connecting or using EvidenceMD in Agent Studio needs the API add-on (or Enterprise) and the current API data agreement. Without them you see which one is missing, with a link to Settings → API access. Connections you made earlier are kept and work again once both are in place. API access

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Record a reduced amount, so a subsidised item reads Paid

• A Reduced amount on each item. Tick the item on New Payment or on Collect payment, choose Reduced amount, enter what the patient will pay and why. The reason is required. Payments
• Paid, not Part paid. After the payment the item is Paid and no longer under Pending.
• The subsidy is not income. It is never added to the payment, to Total income or to revenue. Reductions are listed on their own under Payments in Reduced amounts, with who gave them.
• On the receipt. The item is marked as a subsidy and paid in full, and the receipt has a Subsidy line.
• Owners and managers by default. Everyone else needs the owner to switch on Apply reduced amounts for them. Staff permissions
• Not with Insurance or an HMO. A reduced amount cannot be combined with an insurance payment, and it is not offered for an item billed to an HMO.

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See everything that came in, Billing and the Pharmacy till together

• One total, split by source. Pick any dates and see Billing, Pharmacy POS after refunds, and the total, with a chart for each day and tables by payment method and by day. Payments
• Only real money. Voided payments are left out, refunds are taken off, and the part of a bill an insurer still owes is not counted until you record the insurer’s payment.
• Your clinic’s days. Each day follows your clinic’s time zone, so a late-evening sale lands on the day it happened.
• Pharmacy. Pharmacy managers see the figures; anyone you have restricted from View the net position sees — instead. Payments in the pharmacy
• Voided payments in revenue. The revenue report and the Overview figures on Payments no longer include a payment that was voided.

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Lab staff can cancel a test with a reason, and a cancelled test can never be paid

• Cancel a test with a reason. Choose Cancel test on a row in the Lab list or Cancel Test in Lab reports and say why. Lab scientists, owners and managers can; you can switch it on or off per person under Cancel lab tests in Staff permissions. Lab reports
• Paid tests are protected. A test that has been paid cannot be cancelled: you are told to ask a manager to refund it first.
• A cancelled test cannot be paid. Taking its payment now says This test was cancelled and cannot be paid. and nothing is charged.

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Upload your staff rota from a spreadsheet instead of entering every shift by hand

• A template to start from. Download the CSV, fill in one row per shift, and upload it as CSV or Excel. Upload a rota
• Check before anything is saved. Staff are matched by email, then by exact name; departments by name or code. Rows that cannot be matched are listed with the reason instead of being guessed.
• Safe to repeat. Uploading the same file again does not add shifts twice, and a shift that would overlap one the person already has is flagged.

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A patient’s sticky notes and status notes follow them to triage, the lab and the pharmacy

• Triage chart. The same two tabs, with their counts and pinned notes. A note added here is the one the doctor sees in consultation. Triage
• Lab requests. Open a request to conduct, update or view, and the patient’s notes are on the right. Laboratory
• Prescriptions. Open a script to view or dispense, and the notes are there while you work. Prescriptions
• One set of notes everywhere. They belong to the patient, not the visit, and you can drag either tab up or down out of the way. Sticky notes and status notes

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Filter your patient list by age, last visit, insurer and more, and export just those rows

• One Filters panel. Gender, age band or a custom age range, registration date, last visit, insurer or self-pay, sponsors and dependents, status, billing type, waitlist and location. Each filter you apply shows as a chip above the table that you can remove. Patient records · Clients
• A real last visit. Last visit now counts any time the patient was seen (a consultation, triage, admission, telehealth call, note, check-in, completed appointment, lab, radiology or dispensing) and says which, for example “12 Oct 2026 · Triage”.
• Export what you filtered. With filters on, the export sheet offers Export these N patients first, and the whole registry is still there below it.
• Links keep the filter. The filters are part of the page address, so a bookmark or a shared link opens the same list.
• Phone numbers survive a spreadsheet. An exported number written as +234… opens as a number, not a formula, and re-imports unchanged.

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Two-way Google and Outlook sync is part of paid plans

• On Free, existing connections keep working. A calendar you already connected keeps syncing, and you can sign in again from its Reconnect badge. Only adding a new connection needs an upgrade. Connect an external calendar
• Calendar subscriptions stay on every plan. You can still bring any calendar in read-only with its secret .ics address, Free included.
• The screen says so. On Free the Google and Outlook buttons are greyed out, with a line explaining why and a button to upgrade. Your calendar connections

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Linking a dependent to a sponsor finds every patient, in clinics of any size

• Type a name or a patient number. Two letters are enough; the matching patients appear in the list, in a stable order. Register a patient
• A sponsor you registered a moment ago is found at once, without reloading the page.
• Large clinics are covered. The search no longer depends on a list loaded when the form opened.
• Editing a dependent shows the sponsor’s name, wherever the sponsor sits in your patient list.
• When nothing matches, it tells you why. A patient registered as a dependent cannot be a sponsor, and a restricted record is found only by its secure label. Patients

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New roles: Physician Assistant, CTO, Developer and IT Admin

• Physician Assistant (title PA-C) is a clinical specialty with the same access as a Nurse Practitioner: prescribing, notes, and emergency alerts. It takes a paid seat like any clinician. Roles
• Developer, IT Admin and CTO are technical roles. They open Settings and nothing else: integrations, security, and a read-only view of your team, locations, services and booking page. They never see patient records, notes or billing, and they are free seats on Clinic & Hospital. Technical roles
• A Developer or CTO can manage API access without you turning anything on, and an IT Admin can once you grant Manage API access. Creating a live key still asks for a second factor. Permissions · API access
• Settings are view-only for them, except API keys. A Developer, IT Admin or CTO can see your services with their prices and your logo and branding images, but the fields are greyed out, the buttons that change anything are not shown, and a line at the top says an owner or manager can change them. Technical roles
• The invite wizard knows about them. Choosing one shows a short note in place of the clinical and administrative choices, and a Free badge on the Review step. Invite someone to your team
• Seats. On Pharmacy and Diagnostics every account, technical roles included, still counts toward the plan’s cap. Staff seats

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Setting up two-factor from Verify now works for everyone

• Verify now leads to setup, then back. If your clinic does not require two-factor and you had not set it up, Verify now (shown when you create a live API key, for example) returned you to the page without letting you set it up. It now opens the setup, with Not now to go back, and returns you to where you were once you finish. Two-factor authentication
• Delete My Account waits for its checks. The button stays unavailable for the moment it takes to check whether anything would stop the deletion, so it no longer looks available to an account that cannot be deleted yet. Delete your account
• “Powered by ClinikEHR” says how to hide it. On plans that cannot hide the line, the setting now has a See plans link.
• Easier to tap on a phone. Download confirmation in the calendar, the redirect and Powered-by switches, and the booking page designer’s buttons are larger, and the designer’s buttons are named for screen readers.
• Managers and accountants can save a booking page’s services. They could open the booking page designer, but the list of services on the page would not save for them. It now saves, the same as for an owner. Booking page designer

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Insurers can be edited again, and every patient appears on a pre-authorization

• Edit and View are back on the insurer menu. On a computer, the … menu on the Companies list showed only Delete Company, so an insurer’s details, and a signed webhook’s secret, could not be changed from the list. How claims reach HMOs
• Choosing a signed webhook and setting its secret keeps your choice. Saving the secret used to reset the channel to Not chosen yet before you could save the insurer.
• New pre-authorization requests list every patient. The patient search could come up empty for some clinics. Pre-authorization
• The claims page fits a phone. Large totals no longer push the page sideways, and each insurer’s menu button is easier to tap.
• Bill HMO respects a self-pay request. If a patient paid for a visit themselves and asked that their HMO not be told, Bill HMO now refuses it, with the reason, instead of making a claim that would have been held later. Bill an HMO at the till

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”Powered by ClinikEHR” on every public page, with one rule

• One rule everywhere. The line shows on Free, Essential and Starter practices. On Team and Enterprise you can turn it off with Show “Powered by ClinikEHR” in each page’s settings. If a Team practice moves to a lower plan the line returns, and your choice is remembered if you upgrade again. Booking page designer, Store page, Memberships page, Client portal settings, Contact form, Publishing agents
• Your clients keep their pages clean while paying. The line never appears on a payment step, and it opens clinikehr.com in a new tab.
• Forms and your agent’s note. Public forms keep their existing choice, and an AI agent’s own footer note stays as you wrote it.

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Send clients to your own page after they book, buy or join

• Redirect after booking, Redirect after a purchase, Redirect after someone joins. Turn the switch on, then pick My website or Another page (an https:// address). A line under the switch says what clients will see. Booking page designer, Store page, Memberships page
• The confirmation always comes first. Clients see their confirmation for 5 seconds with “Taking you to” and the address, and Stay here cancels it. After a card payment it happens only once the payment is confirmed.
• Back to follows your choice. On the booking pages, the Back to button opens the page you chose. Booking page
• One website for your practice. Set it once under Settings → General. It is what My website and the Back to button use, and the booking page’s Content tab now shows it read-only. If your booking page had a website and Settings → General did not, it has been copied over. General settings

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Clients return to your practice after they book, and reminders carry the video link

• Back to your practice. After booking, paying, confirming, cancelling or rescheduling, the button reads Back to your practice’s name and opens your website, or your booking page if you have not added one. Booking page
• The video link is in the reminder. For an online appointment, the reminder now carries the client’s own Join video visit link, as the booking confirmation does. Telehealth

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A confirmation your clients can keep, and you can reprint

• Clients: Download confirmation on the page after booking, on the page after paying, and on the confirm page. It works only with the booking reference that came with the booking. A Download confirmation (PDF) link in the booking email is coming.
• You: open an appointment and select Download confirmation.
• Store and membership QR counts are now counted once: a store order when its payment is confirmed, and a membership sign-up when the membership becomes active, including a free trial that starts.

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A branded QR code for every page you share, ready to print

• Poster (A4) and reception card (A6): choose Poster and card on the QR code card, then Download PDF or Download PNG. Each says what the page is for (“Scan to book an appointment”, “Scan to shop”, “Scan to join”, “Scan to contact us”, “Scan to chat with us”, “Scan to fill in this form”, “Scan to open your patient portal”) and shows the short address for people without a camera. They print legibly in black and white.
• One code for each location: with more than one active location, the client portal and booking page give each location its own code. Whoever scans it and then books has that location already chosen.
• How many people used it: the last 30 days of people who opened the page from the code, and people who then used it (signed in, booked, ordered, joined, sent an inquiry, started a chat or responded). Counts only; nothing about the person is kept. For a form, anyone who may open its responses sees them too.
• Forms: the Share sheet now has the same card, in the form’s own colour and logo.

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Every recurring charge in one place, and a phone number that works to the end of the month you paid for

• Phone number: cancelling stops the next charge straight away and the number keeps working until the end of the period you paid for, then it is released. Resume keeps it until then. It used to be released the moment you cancelled.
• The API add-on and your workspace plans appear here too, with the same cancel-at-period-end behaviour they already had.
• The developer portal has its own Billing & subscriptions page.

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Skip the trial, and add-ons in Naira

• Skip the trial: on the setup screen, a quieter choice under Try Essential starts Essential at the full monthly price now, billed from day one with no trial and no trial fee. Stripe takes the payment, or Paystack if your workspace bills in Naira.
• What the trial includes is now written on the trial card and on the Plans overview: the full Essential plan for 30 days, 3 providers, 200 communication credits a month, and which add-ons you can buy during it.
• Add-ons outside the US: ePrescribe, ePrescribe PDMP and eLabs Access are for US clinics only and show US only elsewhere. AI Note Taker is available everywhere.
• Naira clinics pay add-ons in Naira: AI Note Taker is ₦25,900 a month per user, paid through Paystack, and cancelled the same way as any other add-on. A cancelled add-on keeps working until the end of the month you paid for, and its card shows Ends on and the date.

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Add-ons can now be bought during the Try Essential and Startup Program trials

• If you cancel the trial, or it ends without moving to the full Essential plan, the add-ons you bought end with it.
• A free trial that needs no card still does not include add-ons, and the Free plan still shows Requires Paid Plan.

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The store, membership and AI assistant widgets load on your website again

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Substance use protections now cover prescribing, outside AI clients and every claim, on paid plans

• Claims: a claim for a substance use visit waits for a consent when ClinikEHR cannot tell which visit it is for, in the United States and outside it.
• e-Prescribing is refused for a client with substance use records until a consent covers it.
• Outside AI clients connected to your published agents no longer see substance use records without a general-designation consent.
• Paid plans: on the Free plan the setting shows an upgrade prompt.

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Client photos show again on client records

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Substance use consents count once the patient’s signed copy is attached

• Awaiting signature: a saved consent allows nothing until you attach a scan of the signed paper form or the patient’s e-signature on a document. The panel opens as soon as you save.
• Review by: a consent that ends on an event needs a review date, at most 12 months after signing. When it passes, sending stops until you select Confirm still valid and choose the next date, or record a new consent.
• The same rule applies to a claim to a health plan for a substance use visit. See Claims to a health plan.

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Clients can ask about their own record, and you can answer inside the legal deadline

• Client requests appear at the top of the Audit Log with the days left; decide, extend once, and give a reason for any refusal. See Client requests about their record.
• Download my record on the portal’s Privacy & Security page gives the client a readable copy and a data file; it is on by default for every clinic, and you can switch it off in Client portal settings. A client can also ask for a correction and add a statement if it is refused.
• Disclosure accounting is now on every plan and covers six years, including information sent through the API. Use Record a disclosure for a court order or a public-health report. See Restrict a client to assigned staff.
• Services not shared with the health plan: record that a client is paying for a visit themselves and claims for those dates are not sent. See Restrict a client to assigned staff.
• Substance use treatment programs can switch on 42 CFR Part 2 protections: a signed consent before records leave the clinic, and the federal notice on every copy. See Substance use records and 42 CFR Part 2.
• Legal holds pause the scheduled removals of records, recordings, faxes, mailbox clean-up and old audit entries for a client or the whole clinic, and Data Export now includes about sixty more kinds of record, such as history entries, maternity records and memberships. See Export your data.
• The registration form’s consent now says what your details are used for and links the privacy policy.

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API keys now end on a date you choose, and we remind you before they do

• Choose when the key expires when you create a key in API access. Keys you already have keep working until you revoke them.
• Replace a key before it ends: create the new key, switch the system over, then revoke the old one.

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A shared e-mail address no longer opens other people’s portal records

• Review shared addresses in Client portal settings: confirm the client’s own mailbox, mark a guardian or proxy, or remove a sign-in.
• Addresses shared by many records, such as a placeholder, cannot be confirmed; correct the e-mail on the record instead.
• Clients with an address of their own are not affected. A client whose record shares an address is told to ask the clinic.

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The audit log now covers more of what happens to a patient’s record, and it can no longer be edited

• More records are tracked. Changes to a patient’s guardians, saved payment methods, billing settings, appointment preferences, sticky notes, ward stays, pharmacy sales, store orders, US insurance claims and eligibility checks, and similar records now appear in the audit log with the person and the time. Free text, contact details and payment references are not copied into the entry.
• Patient portal sign-ins and sign-outs are recorded. See Audit log.
• Reading an insurance claim or pre-authorization is recorded, including when an AI review is run on it.
• Entries cannot be edited or deleted, and an integrity check flags any entry that was altered or removed. After seven years entries are archived rather than discarded unrecorded.

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The desktop app keeps offline patient data encrypted, and clears it when you sign out

• Encrypted offline storage. Queued sales and orders, and the patient list kept for offline use, are encrypted with a key held by the computer’s own secure key store. Existing queued items are converted automatically the first time the new version starts, with nothing lost, and the old unencrypted copy is removed. See The desktop app.
• Signing out clears the patient list. Signing out, or being signed out for inactivity, removes the offline patient list and everything already synced. Anything not yet sent is kept and goes out after the next sign-in.
• Queued items are sent by the person who captured them. On a shared computer, a colleague’s offline sales or orders wait until that colleague signs in, and the bar shows captured by another user is waiting. See Working offline.
• No secure key store, no offline patient data. On a computer that cannot protect the key (a Linux machine with no keyring), the app says Offline sales are unavailable on this computer and works only while online. It never stores patient data unprotected.
• Tighter app windows. The app asks for the camera, microphone and notifications only on signed-in pages, stays on your ClinikEHR address, and opens links to other sites in your browser. The Desktop and Diagnostics apps keep their window out of screenshots and screen shares in every window they open.
• A newer, security-updated engine. The app now runs on a current version of the technology it is built on.
• You may be asked to sign in once after updating.

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Emailed links to signed documents now last 24 hours

• The emailed completed copy is a download link that works for 24 hours instead of seven days, and the email says so. After that, download the signed copy again from the envelope’s page and send it on. See Download the signed copy.
• Reminders for a document sent the older way carry a new link, and the link in the earlier email stops working. Patients can always open the document from Documents in their portal. See Documents to sign.

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Idle sessions now sign out on their own, and sensitive actions ask for your second factor

• Automatic logoff. After 60 idle minutes you are signed out, two minutes after a Still there? box with Stay signed in. An owner or manager can set any time from 5 to 240 minutes under Settings → Security → Automatic logoff. Closing the tab does not keep a session alive, unsaved work stays on the device, and the offline sale queue is never cleared. See Automatic logoff.
• Every automatic sign-out is recorded in the audit log with the reason inactivity.
• The patient portal signs a patient out after 30 idle minutes and after 12 hours in any case. See Privacy and security.
• Breached passwords are refused. A password found in a known data breach is rejected when you sign up, reset or change it, with a message that says so. See Secure your account.
• One second-factor rule. Creating an API key, approving an outside organization’s access to patient data, changing a team member’s role or permissions, and turning two-factor off all need a session that has just passed the second factor, with a Verify now button and, if you have not set it up, a route to do so. See Two-factor authentication.
• The desktop apps follow the same logoff time as the web app. See Desktop app.
• The logoff time follows the workspace you are in, and the 60-minute default applies away from any workspace. If the device is offline when the time runs out, you are signed out on the device and everything captured stays for the next sign-in. See Automatic logoff.
• The patient portal’s inactivity time is your clinic’s setting, 5 to 240 minutes (30 by default). See Client portal features.
• New passwords need at least 12 characters when you sign up, reset or change one. Passwords you already have keep working. See Secure your account.

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Video visits ask before they record, and recordings have an owner

• When a clinician starts a recording, everyone else in the call sees Record this session? and answers Yes, I agree or No, do not record. If anyone says no, nothing is recorded. Someone who joins mid-recording is asked too. See Run a video session and Join a video visit.
• The red REC badge now appears on every participant’s screen, not only the clinician’s.
• Five new switches under Telehealth in the staff permissions sheet: host, record, view recordings, delete recordings and AI notes. See Staff permissions.
• The AI Note Taker switch now starts off for each recording, and a recording nobody agreed to cannot be sent for AI notes.
• A person you remove from a call, or a call that has ended, is disconnected straight away, and the live connection behind a video-visit link renews itself every few minutes while you are in the call. The invite link itself stays valid for six hours from the scheduled start.
• Your data export has two new Telehealth items: Attendance and Recording Consents.
• If someone joins a recording already in progress and says no, they are left out of it, the recording stops, the part already recorded is kept and playable, and no AI notes are made from it. Recordings says why it is short.
• A video visit nobody ended is now closed automatically after 24 idle hours, quietly, without triggering any follow-up.

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Sensitive records stay hidden from a guardian, and superbills respect who can see what

• A guardian viewing a dependant’s portal record no longer sees lab results, imaging reports or prescriptions in a category you hide from them, the same as documents, consultations and files. See Proxy access limits.
• A new Create superbills permission decides who can create, download or email a superbill. Owners, managers and anyone not saved in the permissions sheet keep access; billers and accountants are switched on when you save them. A diagnosis from a record the person cannot open is left out of the superbill, and its text is never used to suggest codes. See Staff permissions.
• In a couple’s or group’s telehealth appointment, each person’s appointment list now carries only their own join link.
• Requesting a portal login code more than a few times in a short while now shows Too many requests. Please wait a few minutes and try again. See Portal troubleshooting.
• Deleting an account now also removes the files the clinic uploaded (documents, reports, images and recordings), not only its records.

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A manager is someone the clinic made a manager

• Owner and Practice Manager are no longer offered as a profession on your profile or at sign-up. An account that already shows one keeps it until you choose a profession; it no longer grants anything by itself.
• Your profession still counts toward clinical tasks. When someone changes their profession to a clinical one, the owners and managers of the workspaces they work in get a notice. See Your profile.
• Creating your own workspace is unchanged: whoever creates one is its owner.

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New clients now confirm their email address before their request reaches you

• Your waitlist only receives requests whose email address has been confirmed.
• A request made on someone else’s behalf is confirmed with the guardian’s email address.
• A request never changes a record that already exists for that person elsewhere.

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Share an insurer’s held credit across claims whenever a claim can take it

• On HMO receivables, select the insurer’s Credit held amount to open Apply credit, choose the payment, and share it across the claims it settles — oldest first by default.
• No new money is recorded, and applying the same credit twice by accident is prevented.

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A Refresh button on Current Medications, and a heads-up before your monthly e-prescribing allowance runs out

• The tab now reuses the list it fetched in the last few minutes. Select Refresh to fetch the latest list straight away.
• Owners and managers see how much of the month’s included use the clinic has taken once it gets close. Nothing is blocked when you pass it.

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See what an insurer says it paid, and what it still owes

• Payment advices. A new Payment advices section on HMO receivables lists what insurers say they paid. Record this payment opens the payment sheet already filled in; you change anything that differs from your bank statement, then record it. Decline keeps the notice on the list with your reason. Nothing is recorded until you record it. See Record an HMO payment.
• A clearer payment badge. A lab test, medicine or study billed to an insurer reads Paid · HMO pending once the patient has paid their own share and the insurer’s part is outstanding, instead of Part paid. See Bill an HMO.
• Claim statuses and the approval rate. The claims list can be filtered by Part paid and Written off, and Approval Rate now counts only claims the insurer has decided; with none decided it reads —. See File and track claims.
• One source for the patient’s cover. Payments, the patient’s Billing tab and the appointment screens take the insurer and co-payment from the patient’s recorded insurance cover, so the share the patient is asked to pay always matches what Bill HMO works out. A cover with no co-payment recorded means the patient pays in full.
• A single place to choose how an HMO receives claims. The old submission choice on the HMO’s details is gone; the channels section is the only place, as described in How claims reach your HMOs.
• Patient insurance tab. Coverage % and Co-pay % now show what the plan sets and can no longer be typed per patient; change the plan’s co-payment under Insurance instead.
• Export. Insurance Claim Diagnoses is a new item in Data export.

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Pre-authorizations that run from request to claim

• Raise it from the patient’s cover. The new request panel starts from the patient’s insurance cover, so the HMO and plan are the cover’s. Add ICD-10 diagnoses and items priced from the HMO’s price list. See Request a pre-authorization.
• Record the HMO’s decision. Record insurer’s decision takes the authorization code, the dates it is valid, the approved amount and, for a partial approval, which lines were approved. The old Mark as Approved and Mark as Denied shortcuts, which recorded no code, are gone.
• Clear statuses. Requests now read Waiting for the insurer, Approved, Partially approved, Used on a claim, Declined or Expired, and you can filter on each. An approved request past its end date expires by itself.
• Start a claim from an approval. Create a claim opens the claim with the authorization code and the lines the HMO approved. A claim line above what was approved is flagged, never changed.
• The AI review is a suggestion. It is marked AI-generated, never changes the request, and a person marks the request reviewed after reading it.
• Edit until it is sent. A request is edited in a side panel (a bottom sheet on a phone) until it goes to the HMO; editing a reviewed request puts it back to draft.

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Choose how each HMO receives your claims

• Five channels. Curacel, the ClinikEHR API, a signed webhook, an email with a secure link, or the HMO’s own portal. See How claims reach your HMOs.
• Secure email. The email to the HMO carries no patient details; the claim opens only through a link that expires after 7 days.
• Portal submissions recorded. Open the HMO’s portal from the claim, then record the reference with Mark as submitted on portal.
• Notices. Tick Email or SMS to tell the HMO a claim is ready, with no patient details. WhatsApp and Telegram read Coming soon.
• One send. A claim that has reached the HMO is never sent twice, and the claim shows how it was sent.

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Set up your HMOs in one place, and bill them at their agreed prices

• Side panels instead of a long form. Adding or editing an insurer, a plan, a service or medicine price or an item’s coverage opens a panel (a bottom sheet on a phone). The old full-page form is gone, and Edit and Delete on prices now work. See Set up an HMO.
• Plans and benefits together. A plan now holds what the patient pays, its limit, dependants, VAT, waiting period and pre-authorization, and its benefits (what they cover, the claim category, limits and who they are for).
• Price lists with bands and dates. Each price carries a tariff code, care type, care item, band and the dates it is valid; the same code can have several versions. Import CSV loads a whole list.
• Billed at the agreed price. Bill HMO now puts each item on the claim at the insurer’s agreed price when there is one, and works the patient’s share out on that price. Where the agreed price is lower than yours, the difference is not billed to anyone.
• Patient insurance. A patient’s insurance now records the plan, insurance number, validity, staff number and employer group, and whether they are a dependant of someone else’s policy. Covers that could not be placed show Needs review with a Fix action.
• One setup page. HMO setup moved from Claims to the Insurance page, under Billing setup.

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Choose which connected organization is your insurer

• Only its own insurer. A linked organization sees that insurer’s enrollees, plans, claims and pre-authorization requests, and nothing belonging to another insurer.
• You stay in charge of the money. An insurer can vet a claim and decide a pre-authorization request, but a payment it reports is only a message to you. Nothing changes on your claims or payments until you record it. See Insurer links.
• Unlink any time. Ending a link stops that organization seeing the insurer’s information straight away.

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Send claims and pre-authorization requests to your HMOs through Curacel

• Connect once. An owner or manager connects the hospital’s Curacel account from the Curacel card on HMO setup. The sign-in is saved encrypted and is never shown again. See Connect Curacel.
• Submit to HMO via Curacel. On a draft claim or a reviewed request, select it from Actions; you are told exactly what is sent before it goes.
• See the decision. The claim shows With the HMO, then HMO approved, HMO part-approved or HMO declined, and the approved amount fills in. Check HMO status looks right now.
• Never sent twice. If Curacel is busy the send is retried for you, and a claim that already reached the HMO is not sent again. A refusal tells you what to fix.

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Bill an HMO for its share of a bill, and charge the patient only theirs

• Bill HMO. On Payments, on Collect payment, and on a patient’s Billing tab, select Bill HMO to see the split before you confirm it: what the insurer pays and what the patient pays, item by item. See Bill an HMO at the till.
• No more phantom balances. Items billed to an insurer leave the patient’s pending list, or show only the patient’s share. An invoice reads Paid once the patient has paid their share.
• The claim is ready for you. Each sale creates a draft claim for the insurer, and more items for the same patient and insurer on the same day join it. Billing the same items twice is safe.
• On the receipt. A Billed to HMO section names the insurer and the amount, with the patient’s portion beneath.
• Insurance is no longer a payment method for these hospitals: the insurer is billed, not recorded as cash. Clinics set to the US are unchanged.

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Record what an HMO pays, and see what each one still owes

• Record a payment. Choose the insurer, enter what arrived and share it oldest-claim-first or claim by claim. A claim part-paid reads Part paid; paid in full, Paid. A payment cannot be recorded twice, or shared out for more than it was, or more than a claim is owed. See Record an HMO payment.
• Write off what will not be paid. A reason is required. Your hospital can ask for a second person to approve write-offs above an amount you set; the person who asks can never be the one who approves, and a waiting write-off changes nothing on the claim. See Write off an HMO balance.
• Set up each HMO. The new HMO setup tab holds an insurer’s codes, how fast it pays, what each plan covers, its benefits, its employer groups and the dates its prices are valid. See Set up an HMO.
• File a claim from an invoice. File insurance claim on a patient’s Billing tab now opens the claim already filled in: the patient, their insurer and plan, and the invoice’s lines at the insurer’s agreed prices.
• Who can do it. Owners, managers, accountants and billers can record payments; only owners and managers can write off or approve, and you can change that per person in the Permissions sheet.
• Your data. HMOs, plans, benefits, employer groups, tariffs, enrollees and payments are included in a data export.

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Choose which menus your team sees, and their order

• Show or hide. Switch off a whole section, or a single page inside it. Names stay as they are.
• Reorder. Move a section up or down within its group, with a preview of the menu before you save.
• Hidden is not blocked. A section you turn off leaves the sidebar and the phone menu but still opens from a link or a bookmark. Who may open what is still decided by Role navigation.
• Departments stay in charge (Hospital). A department switched off in Facility hides all of its menu items; they show greyed on this tab with a link to Facility, and your earlier choices return when you turn the department back on.
• Reset any time to put the standard menu back.

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Test or scan someone at the counter without registering them

• Record who they are. Full name, sex and age (or date of birth) are required; a phone number is optional. Each clinic numbers its walk-in clients from W-000001, and the number prints on the receipt and on the report.
• They are not added to your patients. A walk-in client does not appear in Patient Management, your patient counts or your patient limit, and never receives reminders or marketing messages.
• Pay at the counter. Take payment on the request as usual; if it was captured offline or payment was skipped, open the client under Walk-in clients on Lab History or Radiology History and use Take payment.
• Find and open them. The new Walk-in clients tab lists everyone seen this way, with their tests, scans, results and what they have paid. Results are entered, reported and downloaded like any other.
• Link to a patient later. If they register, an owner or manager can attach their history to their patient record with Link to patient.

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Submitting a claim now works, and records how you sent it

• Submit Claim works. From a claim’s Actions menu or its detail page, choose how you are sending it (email, fax, the insurer’s portal, post or in person) and the claim moves to Submitted. See Claims.
• Claims are numbered for your hospital. Numbers run in order for your hospital and are never reused, and claims are recorded in your hospital’s currency rather than US dollars.
• Editing a draft saves what you changed. Only the claim’s details and items can be changed from the edit form; amounts approved and paid are never set from it.
• Recording an insurer payment is limited to the owner, a manager, a biller or an accountant. Record Payment is live on a claim’s Actions menu, and File Appeal is no longer offered there until appeals have a form of their own.
• Pre-authorization status changes are saved with who made them. Moving a pre-authorization on from its page now records the change in its history.

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Pending payments that add up, and links that go where you expect

• A pending balance always has items behind it. A visit opened without a price no longer shows an amount owed on Pending; the list and the patient’s items now follow the same rule. A lab test or imaging study is payable as soon as it is ordered, including one ordered from a ward, and a cancelled test or study can no longer be charged. See Payments.
• Process Payment opens on the patient. From Pending, Process Payment (and View Items) now opens New Payment already on that patient instead of asking for them again.
• Notification settings opens for everyone. The link at the foot of the bell takes you to Profile and Settings → Notifs rather than to the clinic’s Settings page, which only owners, managers and accountants can open. Those roles also get a Clinic notification settings link. See Notification settings.
• Appointments no longer start on a US visit code. A clinic with services set up under Appointment Services, or one that bills in a currency other than US dollars, now books from its own services only. Existing bookings made with the old codes open as they were.
• Saving an insurer makes the patient Insurance. Adding an insurer or plan on a patient’s Insurance tab sets their Billing type to Insurance; clearing it sets Self pay. Existing patients are not changed. See Patients.
• You choose your insurance system. The owner picks United States (US insurance claims) or Outside the US (HMO and international insurers) under Settings → General → Insurance. A clinic sees only that system’s pages in the menu, and the other system’s pages say so instead of opening, so an insurer’s money can only be recorded once. New workspaces start on United States; clinics that bill in a currency other than US dollars are set to Outside the US for you, and can change it. See General settings.
• Roles, Canada and settings follow the same choice. In a clinic that limits what each role can open, the roles that may open the claims register may also open the US insurance screen, and the same rule hides both from everyone else. Clinics billing in Canadian dollars stay on United States. Insurance Settings (US payer enrolment) is shown only to clinics set to United States.
• The client’s Billing tab follows it, and pages. For an Outside-the-US clinic the tab shows the client’s insurer, opens the claims register from File insurance claim, and offers Collect patient share instead of the US copay and deductible. Invoices are listed ten to a page, with 10, 20 or 50 per page.

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A triage note stays its author’s, and every correction is kept

• Only the author edits it, during their shift. Everyone else sees it read-only, with a line saying who wrote it, and uses Add follow-up note to add their own signed entry underneath.
• Every correction is kept. An edited note shows Edited with the time; select it to read what the note said before each change.
• It locks when the patient is handed to the doctor. After Send to consultation, an admission or a discharge, the author can no longer change it; add a follow-up note instead. Undoing Send to consultation opens it again.
• Owners and managers can correct a wrong note, with a reason. Select Correct note, edit the wording and say why. It works after the shift and after the hand-over, the note then reads Corrected by your name and the time, and the history keeps the original wording and your reason.
• The nurse a triage is handed to can write its first note. If nothing has been written yet, either the nurse who opened the triage or the nurse it was handed to can write the note, and becomes its author.
• No deleting a triage record. Ordinary staff can no longer remove one; the clinic owner still can, and it is recorded.

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You decide who can edit and who can delete appointments

• Edit appointments is on for owners, managers, doctors and employees, and you can switch it off for anyone except yourself.
• Delete appointments stays with you. Managers, doctors and employees cannot delete a booking until you switch it on for them, and only you can switch it on.
• Setting a booking to Cancelled is never blocked, so anyone who cannot delete can still call a visit off.
• Edit Mode and the delete button on an appointment only show for people who may use them. See Staff permissions and Change an appointment.

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Clients and your team hear about changes you make to the calendar

• Appointments: change the date, time, provider or location of an upcoming visit and the client is emailed the change, unless email notifications are off for that appointment. The providers involved are told in the app and by email. You are not notified about your own change, and the confirmation says who will be emailed. Editing a location no longer drops the appointment’s other location details. See Change an appointment.
• Tasks: a new assignee is told, and a new due date tells the assignee. See Events and tasks.
• Events and out of office: everyone covered is told when the time changes, with an updated calendar invite.
• Out of office over booked visits: moving a block onto appointments or classes shows what is affected. An owner or manager can cancel them, with or without emailing clients, or keep them. See Change or remove it.
• Payment emails name the client: the email that tells you a payment arrived now says who paid and for what, for example “Jane Doe paid $120.00 online — invoice INV-0042.”, with the invoice in its details and a View invoice button. A client restricted to their assigned team appears as their secured label, and the subject line still shows only the amount. See Notifications.
• AI on agent credits: the AI Note Taker keeps going after your included minutes, at 2 agent credits a minute, and Settings → AI Settings has a switch to turn that off. AI Rewrite (1 credit) and AI Autocomplete (0.35 credits a suggestion) use credits too, on paid plans only. Owners and managers get Buy credits; the owner can turn on Automatic top-up, which is off until they do, capped per month, and pauses itself if the card fails. If the credits run out you are told before recording starts. See AI credits.
• Telehealth links on every plan: an online appointment now gets its video link from your plan’s monthly allowance: 10 links on Free, 250 on Essential, unlimited on Team and Enterprise. Start video appointment and Share Link create the link when it is missing. When the month’s links are used, the message names your plan and the date it resets, and an Upgrade button takes you to the next plan. Links reset on the 1st of each month, and a link for a visit that is cancelled before the call starts does not count. See Telehealth.
• Editing an appointment’s times: the edit sheet now opens with the visit’s saved start and end, and an end time you choose is kept. Changing only the start moves the end with it, keeping the same length.

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Agent templates install again

• The template you chose shows Installing… while it is set up.
• If an install cannot finish, nothing half-made is left behind on Your agents.

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Unlink a medicine from its stock item, then delete or archive it

• Link medicines now has two tabs. Linked lists every medicine with the stock item it draws from. Medicines that share an item are marked and listed first.
• Unlink takes the link off that one medicine only. Any other medicine on the same item stays linked, and the item, its stock and its price are not changed.
• After unlinking, owners and managers can Delete a medicine that was never prescribed, sold or dispensed. A medicine with prescriptions or sales cannot be deleted, so you are offered Archive instead: it leaves every prescriber’s list, and its records stay as they are.
• Editing a stock item shared by two medicines no longer fails to show whether the item is screened for interactions.

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Archive, restore or delete an inventory item, and write off a lot

• Catalog shows archived items with an Archived badge. Item actions offers Archive, Restore and, for an item that was never used, Delete. The Status filter still narrows to Active items or Archived.
• An item with stock on hand cannot be archived; the message names the quantity and points to Transfer or Waste.
• On Stock, Write off lot removes the remaining units of a lot with a required reason and archives the lot.
• Switching an item to inactive from its edit sheet now needs the new Manage the inventory catalogue permission, the same as archiving it.
• The Inventory tab inside the pharmacy station no longer goes blank when you select Stock or Ledger.

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Your billing cards and payment history now show exactly what you were charged

• A plan card shows what your workspace pays, labelled Legacy price when that is an older price, and the Upgrade to line quotes the next plan at today’s price with the clinicians it includes.
• AI Note Taker now says who it is included for on your plan, who is covered, how many extra seats you have and the month’s minutes used. Someone already covered is never offered a seat to buy.
• Payment History shows the amounts and currency the payment provider recorded, — where none was recorded, and plain statuses: Open, Past due, Failed, Refunded, Void. If the list cannot be loaded it says so and offers Try again instead of looking empty.
• The invoice sheet and PDF name the seller as Bettar Platforms, Inc., and the breakdown matches what was charged.

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Changing plan now shows your new monthly total before you confirm

• The panel states the date it takes effect: today, or the end of your period for a downgrade.
• Clinicians who become included in the plan stop being charged; extra ones are charged at the current monthly fee.
• If your team is larger than the new plan allows, the panel tells you how many people to deactivate or re-role first. Nothing is charged until you can proceed.
• A workspace with an unpaid invoice is asked to update its card first.
• You get one email, “Your plan and price”, when the change is confirmed or scheduled.
• Starter switching between monthly and yearly keeps Starter’s price.
• On a yearly plan, extra clinicians are billed monthly on a separate subscription on the same card; the panel shows both charges before you confirm.

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Deactivate a team member instead of deleting them

• Open Settings → Staff & Teams, use the row’s Actions menu, and choose Deactivate. The confirmation says what will happen before you confirm.
• A Deactivated card lists former team members, collapsed until you open it, with who deactivated them and when, and how many tasks are still assigned to them. See Staff & Teams.
• Their care-team assignments and shared-mailbox access end, a connected personal calendar is disconnected, and any future shifts are marked as needing cover.
• A deactivated person no longer counts toward your seats. See Seats.
• To bring someone back, invite them again.

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Seat charges now match your plan’s included seats

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Plan prices in the currency you’re billed in

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When someone replies to an email from your clinic, it reaches you

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More room for the note: visit details move to the toolbar

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Search the AI Notes Draft list, and a Notes page that fits the screen

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Open a patient in Triage History and read the whole triage record

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Let a trusted app add its new items to the chart without waiting for review

• Turn it on, per app. An owner or manager opens Settings → API access, selects Automatic acceptance for a key or a connected organization, chooses the kinds (Allergies, Conditions, Medicines the patient reports, Referrals), reads the warning and types the clinic’s name. See Accept outside data automatically.
• Set when it pauses. You choose how many items an hour and a day are normal. Past that it pauses itself, items wait for review again, and you are told. It never turns itself back on.
• Always marked, never confirmed for you. Each item shows Accepted automatically from the app, who turned it on and when, and “not reviewed by a clinician”. Select Mark reviewed once you have checked it, or Entered in error to take it out.
• Changes are still reviewed. Only new items are added this way. Anything that changes or removes something, every “no known allergies” statement, and an allergy the patient already has still wait for you.
• See it. Review outside data lists what was accepted in the last 7 days, and you get a daily summary in your bell with counts per app and no patient details.
• An allergy the app sends twice now waits in Review outside data for you to decline, instead of being refused when it is sent.

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Record what kind of visit a note covers, and when

• A new section on every note. A saved note has Visit details: the Type of visit, Started, Ended and a short Reason for the visit. Select Add visit details or Edit visit details on a draft. See Add the visit details.
• A signed note keeps its details. Once a note is signed, the details are fixed, and the page says so.
• Visits opened by a connected app. An app can open a draft visit for a client. It appears in your consultation list marked From the app and not yet reviewed, with its visit details filled in, for you to complete. Nothing is ordered, prescribed or billed. Edit the details yourself and the app can no longer change that draft. See Review a draft the assistant wrote.
• Export it. The visit details come with Clinical Notes when you export your data.

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Work the referrals other practices send to your clinic

• Add it. In Review outside data, any member of staff can select Accept on a referral. It joins your list as Received. Nothing is booked yet. See Work referrals sent to your clinic.
• Work it. A new Referrals to action tab in the same panel lists every referral that is Received or Accepted. Select Accept, Schedule, Mark completed, Decline or Cancel. A decline or a cancel needs a reason.
• See it on the record. The client’s record has a new Referrals section with each referral’s status and what was decided.
• Export it. Referrals is now an option when you export your data.

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Keep the doctors and specialists outside your clinic on the client’s record

• A new section. The client’s record has Outside care team. Select Add contact, Edit or Remove. See Clients.
• It is not your staff. These are people outside your clinic. The staff you assign to a client are separate.
• Connected apps. An app can add a contact, marked From and its name, and can change or remove only the contacts it added. You can change any contact yourself.
• A primary care doctor from an intake form you accept joins the same list.
• Export it. Outside Care Team is an option when you export your data.

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Accept a medicine a connected app reported, and see it when you dispense

• Accept it. In Review outside data, a clinician sees the medicine, code, dosage, route, frequency, dates and note, and selects Accept. Anyone else sees why Accept is off. See Clients.
• See it on the record. The client’s record has a new Medications reported section with a From line for medicines a connected app sent. It is separate from prescriptions: nothing in it is ordered or dispensed. A clinician can mark a row stopped, completed or entered in error.
• Dispensing checks it. Drug interaction screening now also looks at a client’s active reported medicines. One with a recognised medicine code is checked for interactions. One without is listed as Reported medicine not checked, never guessed at from its name.
• Diagnosis codes are checked. When a connected app sends a condition with an ICD-10 code, it must be a real ICD-10 code. A code that is not recognised is refused, with a message saying so, instead of being saved.
• Export it. Medications Reported is now an option when you export your data.

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Accept an allergy a connected app sent

• Accept it. In Review outside data, a clinician sees the substance, criticality, reactions and onset, and selects Accept. Anyone else sees why Accept is off. See Clients.
• See the detail. The client’s record has a new Allergies (detailed) section with criticality, reactions and onset, and a From line for allergies a connected app sent. A clinician can mark one resolved, inactive, ruled out or entered in error. This does not change the allergy list you edit in Edit client.
• Medicine checks see it. An accepted allergy is added to the client’s plain allergy list, so it is considered when medicines are checked.
• Export it. Allergies is now an option when you export your data.

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Confirm insurance a connected app added

• See where it came from. On the client’s Insurance Coverage card the entry reads Added by the app’s name, not active until confirmed.
• Confirm it. Select Confirm, then Confirm again, and the insurance becomes active. Until then it is not offered on a claim and cannot be verified. See Insurance and claims.
• Changes need a fresh look. If the app changes the payer, member ID or subscriber on insurance you confirmed, it goes back to waiting for your confirmation.

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Accept a condition sent by an outside system

• Accept a condition. Select Accept, confirm, and the condition joins the patient’s Problem List, recorded under your name. A change to a condition already on the list is applied the same way, and a retraction marks it entered in error. Declining still needs a reason and changes nothing. See Records.
• Only the right people can accept. A clinician with the Amend the problem list permission. For anyone else Accept is switched off, with the reason beside it.
• See where an entry came from. An entry that began as an outside submission shows From and the sender’s name under it on the Problem List. See Inpatient admissions.
• Review from the Clients and Patients pages. When something is waiting, a Review outside data button with a count appears in the toolbar and opens a panel where you can accept or decline each item, without going to Records.
• Allergies, reported medications and referrals still cannot be accepted. You can decline them.

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Free clinics can add their second staff member as advertised

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Free clinics now get appointment reminder emails and can upload client files

• Reminder emails reach your clients on Free. Appointment reminders are now sent for Free clinics, following each client’s own choice and your clinic’s email settings exactly as on every other plan. On a client’s record, Edit profile → Contacts → Automatic reminders is open on Free: switch reminders on or off and pick when the email goes. Text and voice reminders stay with Essential and Team, and the Portal tab stays on Essential and above. See Plans.
• Upload client files on Free, up to 1 GB. Upload on a client’s record is open on Free. The sheet shows “X of 1 GB used”; when the space is full an upload is refused with the limit named, and the files you already have stay put. This 1 GB is counted separately from ClinikForms storage. Paid plans are unchanged. See The client chart.

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Free clinics can connect online payments

• One account on Free. Connect one Stripe account (or one Paystack account for Naira clinics) and take payments through invoices, deposits and payment links. Once it is connected, the tab shows “Your plan includes one Stripe account” with a link to the plans. Deactivated accounts count toward the limit, so you can reactivate your account but not swap it for another.
• Up to 3 on Essential and above. Paid plans keep up to 3 accounts per provider, with one default. If a plan drops to Free, every account you already have keeps working; you just cannot add another.
• Cards on file start on Essential. Saving a patient’s card to charge later, and Auto Pay, are not part of Free; those controls now show an upgrade prompt instead of covering the whole tab. Cards a clinic already stored stay visible on the client’s record and can still be removed. On the booking page, Card on file is likewise Essential and above; Require Upfront Payment stays available on Free. If a plan drops to Free, current members keep their memberships and keep being billed, but new sign-ups (staff enrolment, activating a plan and the public membership page) need Essential again. See Online payments and Plans.

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Drafts written by an assistant now live inside Recent Notes, and the notes search keeps up with your typing

• Mark reviewed, and take it back. Marking a draft reviewed asks you to confirm. Select Reviewed on a reviewed draft and confirm Move back to drafts to return it to Needs review. Both are recorded in the audit log with who and when.
• A search that keeps up. Typing in Search notes… no longer drops letters or flashes the list on every key. The list stays in place and updates once you pause.
• Links still work. Old links to Drafts to review open the AI Notes Draft tab, and opening a draft from it and going back returns you there.

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Triage handover times follow your clinic’s clock and your own shifts

• Your clinic’s times. The current shift, each department note and each handoff on the Handoff tab are shown on your clinic’s clock.
• The same wording on the chart and the panel. Each handoff on the chart’s Handoff tab says This shift or Carried from the shift it was written on.
• A panel left open keeps up. When the shift ends, an open handover panel moves on to the next shift and its rota without being closed and reopened.
• Who wrote it, and in what role. Handover entries, handoffs and acknowledgements now keep the author’s name and role as they were when written, show the rota shift they were on, and keep the name if the person later leaves the clinic. Past shifts show Edited on corrected entries, and a sub-unit’s history lists only that sub-unit’s rota.
• A clear message instead of a blank form. On a triage that has not been saved yet, and on a chart opened from Triage History, the Handoff tab says why a handoff cannot be written.
• Everyone sees who acknowledged. The nurse who wrote a handover used to read Handover not yet acknowledged even after the incoming shift had acknowledged it. Now everyone who opens the handover, in triage and on the Nursing Station, sees who acknowledged it and when.

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Choose your ward, then your sub-ward, before the Nursing Station opens

• Ward cards with real counts. Each card shows how many patients are admitted and how many have observations overdue or due. A count that could not be read shows —, never a made-up zero.
• Then your sub-ward. A ward with sub-wards shows a second set of cards, with Entire ward first. A ward without sub-wards opens its board straight away.
• A board for your unit. The heading names your ward (and sub-ward), the on-shift line, the secured-client block and the handover all follow it, and Nursing Station above the heading takes you back to the cards.
• Bookmark it. Each ward has its own address, so reloading or bookmarking keeps you on your ward. An address for a ward that is not in your hospital shows Ward not found.
• Nobody falls between wards. Admitted patients who have not been given a bed appear on a Not in a bed card.
• Shifts on a ward department count. A shift placed on a department you marked This is a ward / inpatient department now appears in the On shift now line of your ward, so a rota built by department or by ward shows the same people.

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Fluid charts and handover times follow your own nursing shifts

• The fluid balance chart splits where your shifts split. The By shift list uses the shifts you set under Settings → Facility → Nursing shifts, with your own shift names, on your clinic’s clock.
• Handover times are your clinic’s times. The current and previous shift, and the time on each handover entry, are shown on the clinic’s clock beside the time zone they name, wherever you are reading from.
• A renamed shift stays renamed. A pattern saved as, for example, AM and PM on the usual hours now opens in Settings → Facility as Custom shift times… with your names, instead of looking like Day and Night and replacing your names the next time you save.

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Vitals open on the latest reading

• Newest first. The first column is now the most recent reading, right beside the measurement names, on a phone as much as on a desktop. The flowsheet says Newest reading first above the table.
• Recent readings on page one. A long history is paged with the latest readings on the first page and the oldest on the last.

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New registrations over time shows dates, for any period you choose

• Dates on every bar. The chart has dates along the bottom, and hovering or tapping a bar shows the dates it covers and how many records were created, with the total for the period beside the title.
• Any period. Filter by registration date now fetches the period you pick: up to 31 days shows a bar per day, up to 26 weeks a bar per week, and longer a bar per month — counted in your clinic’s time zone.

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A restricted client’s orders reach the right people — and nobody else

• Secured rows, not gaps. The pharmacy queue, Pharmacy History, the lab and imaging queues, Lab History, Radiology History and both station dashboards now show such an item as Secured patient and a number, with how many items or orders are waiting — no name, record number, medicine, test, result or note. Select Request emergency access on the row to open it; it is recorded and the owner is told, as before.
• Hidden however it was ordered. A prescription written at the pharmacy, a walk-in lab test or a walk-in scan is now hidden by who the client is, not by which visit it came from.
• Nothing can be dispensed or resulted without access. Dispensing a restricted client’s prescription, or entering a lab result for them, is refused for anyone who cannot open the client.
• Covering staff find their clients. A colleague covering for an assigned provider, or staff in a department assigned to a client, could open the client but saw Secured patient in lists, search and pickers. Every list now follows the same rule as opening the record.
• Walk-ins in history. Lab History and Radiology History now include walk-in tests and scans, with an All / Visits / Ward / Walk-in filter, and Radiology History goes back as far as your records do instead of the last two days. Lab History’s By Patient now lists visit and ward tests, not only walk-ins, and opening a patient in Radiology History works again.
• Arrival notices reach the primary provider. A primary provider assigned without a start date is now told when their patient checks in, as the notice always promised.
• Exports and counts. The patient export leaves out the clients you cannot open, and Total Clients now reads Records you can open in this clinic.

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Shifts can be placed on a ward, a unit, or a place you type

• Four fields. Department, Ward, Unit and Other place. The Ward list is your own open wards (with an optional Sub-ward), the Unit list is grouped Clinical units and Operational units and offers the units switched on under Settings → Facility, and Other place is free text up to 80 characters.
• Everywhere a shift is set up. The same fields are on New shift type, New shift and View shift, and on coverage rules, where a rule counts only the shifts matching every place it names. Choosing a shift type fills in all four places, and repeating patterns and Copy week carry them.
• A new shift needs at least one place. With all four empty the panel says Choose where this shift is — a department, ward, unit, or type a place. Shifts you made before keep their department and can still be edited.
• Shown everywhere. The rota, My shifts and the shift types and coverage rules lists name every place a shift has, and never say Department not set for a shift that has a ward, a unit or a typed place. The rota filter and By department, ward or unit grouping include wards and units.
• Wards on the Nursing Station. Choosing a ward lists the people whose shift is for that ward, plus anyone on an In-patient care shift. Shifts for a ward or for In-patient care are also counted when you change Settings → Facility → Nursing shifts.
• A ward’s handover shows its rota. With a ward chosen, the Nursing Station’s Shift handover now starts with On this shift and Next shift for that ward — the people whose shift is placed on it, plus In-patient care shifts that name no ward. An empty one says No rota for this ward and links to the rota filtered to the ward.
• An emergency on a ward reaches that ward’s team. When a patient who is admitted to a ward is marked as an emergency, the emergency responders whose shift right now is on that ward, or on an In-patient care shift that names no ward, are told as well. See Notifications.
• Ward emergencies always alert. An emergency recorded for a patient already on a ward used to raise no alert, because the patient was “admitted”. It now always alerts the responders, and stays open until it is switched off, the patient is discharged, or an outcome is recorded.
• Emails and calendar invites say where. The shift assigned, changed and cancelled emails, the reminder before a shift and the calendar invite now name the shift’s department, ward, unit and any place you typed, instead of only the department wording it was created with.
• Your rota in a data export. Settings → Data Export → Administrative now has Rota Shifts, Shift Types, Shift Patterns, Shift Coverage Rules and Shift Swap Requests, with each shift’s place as names beside the ids.

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Owners and managers can reassign a client at once, and unassigning keeps the history

• Reassign now. In Reassign…, owners and managers choose between Reassign now (selected by default) and Send for acceptance. Reassign now moves the client to the colleague immediately, takes the previous holder off the care team, tells the colleague a patient was assigned to them, and is written to the audit log. Everyone else still sends for acceptance, as before.
• Unassign me keeps the history. Your assignment is ended, not deleted. You lose any access it gave you straight away, the client leaves your list, and Your previous assignments on the client’s details shows what you held and when it ended.
• Fixes. A role that had ended, such as a locum’s, could still be listed on a client’s care team, still appeared as having access in the client’s access settings and in the quarterly review count, and — for a primary provider — still let that person change the care team’s roles. An ended assignment now counts as ended everywhere. An accepted transfer now keeps the previous holder in the history too.

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The triage safety screen can be marked complete, and assessment bands show their ranges

• Mark safety screen complete. A button at the bottom of the Safety tab records your name and the time, shown at the top of the tab. Changing any safety answer afterwards re-opens the screen, so a completion always matches the answers on it.
• Clear wording downstream. From triage on the consultation and in the ward’s Care History now reads Safety screen complete — no concerns with who and when, the usual alerts plus “Safety screen completed by …” when something was flagged, or Safety screen not completed when the nurse has not finished it.
• Bands with their ranges. Assessments show the band with its score range, such as Severe (7-10) or Moderate (9-12), in the Assessments tab history and on From triage. Scales that are categories, like AVPU, show the band name only.

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Counter sales to registered patients now sit in Pharmacy History

• Both kinds, clearly labelled. Each record carries a Prescription or Counter sale badge, and a new All / Prescriptions / Counter sales choice narrows the list. It stays in the page address.
• Every status. Sales show as Completed, Partly refunded, Refunded, Voided or Pending, never hidden once they are refunded or voided.
• A full picture of the sale. Select View sale to see its items with batch, expiry and instructions, its payment, any refunds, the stock it was taken from, and who sold it, where and when. Reprint receipt and a link to the Sales page are in the footer.
• Money stays with the people who can see it. Everyone else sees the clinical part only, with — instead of prices, and no receipt reprint.
• Patient totals include sales. By Patient counts both kinds, and a patient whose record is restricted to assigned staff stays hidden from everyone else.

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Every new patient is announced, once, and nobody is told about their own work

• New patient added (New client added on Solo and Team plans, New customer added in Pharmacy) says how the patient arrived, who registered them and whether they are an adult, a child or a newborn, for example “Registered at the front desk by Ada Obi · child”. A patient who registers themselves online reads “Registered online”. It never shows a name or Patient ID, and it opens the record.
• A clearer pop-up. A small label shows the source (Front desk, Online, API, CRM, Lab transfer, AI assistant), with Open patient and a list button in your clinic’s own word (Client list, Customer list or Patient list). Several at once still fold into one pop-up whose View opens the list. Who gets a pop-up by default has not changed.
• Imports make one notice. A file import no longer announces each patient; when it finishes, you get one notice such as “42 patients imported” with a link to the list.
• Payment received now counts only payments from patients, not money received from an insurer. Two payments on the same invoice within a few minutes show as one entry, and an Auto Pay charge is recognised reliably, so it only ever raises its own notice.
• You are no longer told about your own work. The person who adds a patient to triage, places a lab order or writes a prescription was sometimes notified about it; not any more.
• Emergencies now also reach respiratory therapists and senior clinical orthopedic officers, and the notice opens that patient’s triage chart directly.

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Find the stock you need: filter Catalog and Stock

• Catalog. Archived items are now out of the way by default (choose Archived or All items in Status to see them). Filter by type, category, stock level (in stock, low, out), status, expiry, controlled or refrigerated items, barcode, medicine index link, manufacturer, supplier, location and sale price. Cost appears only for people allowed to see cost prices.
• Stock. Filter by location, lot status, expiry window or date range, quantity (zero, reserved, below par), type, category, funding source and item (a search-as-you-type picker that works for any catalogue size). Each lot row now also shows its expiry date.
• On a phone or tablet the filters open from a Filters button in a panel; on a computer the main ones sit in a row. Active filters show as chips you can remove one by one, or Clear all.
• Shareable. Filters stay in the page address, so a refresh keeps them and a link opens the same view.
• Sorting by name, on hand, price or expiry.

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Fix a flagged stock record in one step — and it actually clears

• Take it off the shelf. Records the missing stock movement for a dispensed prescription, a completed lab test, radiology study or DOT kit, a paid store order or a completed appointment. Doing it twice cannot take the stock twice.
• Return to stock. For a prescription cancelled after its stock was taken, puts it back where it came from, after you confirm.
• Mark as reconciled. When the stock is already right, choose why — a count fixed it, it was not used, it was returned, it was recorded elsewhere or it was written off — and the row clears. It moves no stock.
• What is on the shelf. The sheet shows the stock ledger lines already held for the record and the usable stock at each location, and says plainly when taking stock off is not possible and why.
• Counter sales and transfers. A sale made beyond recorded stock now leaves the card once it is settled or written off on Reconciliation; a transfer that never arrived can be marked reconciled without recording a receipt.
• A clear count. The card names its 30-day window and shows how many records are waiting, and it is hidden when none are.
• Only what happened after setup. Adding a reagent or supply line to a test, study, kit or service no longer flags the ones you finished before. Only records completed after the line existed are listed.
• Who can do it. A new Reconcile inventory ledger permission governs these actions. It is on for pharmacists, pharmacy technicians, storekeepers, lab scientists, phlebotomists and radiology technicians already managed in the permissions sheet, and always for owners and managers.
• Inventory reset. Resetting your inventory now also clears these reconciliation decisions.

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Triage emergencies now reach only the people who respond to them

• Who is told. Doctors, psychiatrists, nurses, nurse practitioners, midwives, paramedics, psychiatric nurses, owners and managers. Those on shift in the department are told; if none of the clinical team is on shift there, every responder in the clinic is. The nurse of record is told only if they hold one of these roles.
• Who is not. Front desk, billing, accounts, pharmacy, laboratory, radiology, records and stores staff no longer receive an emergency notice, the red pop-up or the alert sound.
• The sound. Play a sound for emergencies now shows only for responders. It is a tone of about one second, repeated once after ten seconds if you have not acknowledged it.
• One notice. The extra clinic-wide emergency notice is gone.

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Open any client on My Patients to see why they’re yours — and step away or hand them over

• Details on every row. Select a client — anywhere on the row, or the card on a phone — to see their ID, age and sex, next visit, why you are assigned (care team role, assigned staff, your department or ward, coverage, or today’s check-in), who assigned you and since when, the whole care team with you marked, and what is waiting on you with links to deal with it. The address keeps the open client, so a refresh or a shared link reopens it. See My Patients.
• Unassign me. Take yourself off a client in one confirmed step; nobody else’s assignment changes. A primary provider is asked to hand the client over instead, so no client is left without one.
• Reassign… Pick a colleague and write a handoff note from the row or the sheet. It sends a transfer of care that the colleague accepts, and you stay assigned until they do.
• Coverage and Transfers open in panels. Handing off coverage and requesting a transfer are now panels, not pop-ups. Each coverage entry and each transfer opens its own details, with Revoke, Accept, Decline and Cancel request at the bottom for the people who may use them, and a timeline for transfers.
• Fixes. A coverage period now includes its last day, and a single day can be handed off — before, the last day was dropped and one-day cover was refused. The Transfers list now offers every client you hold a role on, however many, and opening Transfers no longer adds an “opened My Patients” entry to the audit log. Revoking something already revoked now says so.
• Clearer audit log. Care team entries read as sentences — “Care team assignment (nurse) ended”, “Care transfer accepted”, “Coverage handed off” — and opening a client or a transfer is recorded.

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The triage Safety and Assessments tabs now reach the doctor and the ward

• Safety flags show first, in a red Safety alerts box: suicide risk, suicidal or homicidal ideation, isolation with its type, a fall-risk warning, and a note when infection symptoms suggest isolation that was not set. The protective equipment and mental-health precautions sit beneath them.
• A Safety section names the other findings. It says there were no concerns only for a screen the nurse actually answered, and says Not recorded for one they did not.
• Assessments lists every scored instrument, newest first, with its score, band, who scored it and when. The first three show; Show all opens the rest.
• The same card appears on the consultation, in the consultation’s Vitals → Triage notes sub-tab and in the ward’s Care History → Triage notes sub-tab.

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Assigning a nurse in triage now puts the patient on their My Patients list

• The patient now appears on the chosen nurse’s My Patients list with the role Nurse. See My Patients.
• Choosing a different nurse, or Unassigned, takes the patient off the previous nurse’s list. The patient also leaves the list when they leave triage, whether sent to consultation, admitted, discharged or left without being seen. Undo puts it back.
• Only nursing staff can be chosen: nurses, nurse practitioners, midwives and psychiatric nurses, with anyone on shift now first. Front desk, billing, pharmacy, lab and doctors are no longer offered, and the system refuses anyone else.
• If the nurse already has the patient some other way, nothing is duplicated and that assignment is never removed.
• A restricted record is added to the list only when an owner or manager makes the assignment. The message says so otherwise.

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Get told when a patient’s invoice payment is recorded

• It says only that a payment was recorded and opens the invoice. It never names the patient or the amount.
• The person who recorded the payment is not told about it, and clinicians are not told at all.
• It stays in the bell and does not pop up by default. Switch Pop up on for yourself under Settings → Notifications → My notifications → Activity → Payment received, or turn Show in my bell off.
• A clinic that has muted Billing does not send it. Auto Pay charges keep their own Auto Pay charged notice, and sales at the pharmacy till are not announced one by one.

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Notification sounds change the moment you switch them, and play while you are away from the window

• Play a sound for emergencies and Play a sound for other new notices now apply at once, in every open window.
• Each sound has a Play test sound button, so you can hear it and check your speakers.
• An emergency still sounds when the tab is in the background or the window is minimised, including in the desktop app.
• The tones have been reworked into clearer chimes; the emergency one stays short and urgent.

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Staff see their clinic’s name in the clinic switcher again

• The switcher now shows the clinic you are in, and lists every clinic you belong to.
• The clinic list in Calendar settings on your account works for staff again too.

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Enterprise clinics are no longer asked to choose a plan

• On Enterprise — clinic, pharmacy or diagnostics — that step is now marked done and reads “You are currently on the Enterprise plan.”
• Enterprise clinics no longer receive the onboarding email that asks them to pick a paid plan.
• The Setup button that floats at the bottom of the screen no longer appears for a clinic on Enterprise — we set Enterprise clinics up with you directly.

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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.
• In the triage table, Patient ID is now the first column, ahead of the patient’s name, with a New Patient or Follow up badge beside the ID, as in the consultation table.
• On the ward chart, the triage note is shown once, in Care History → Triage notes. The SnapShot no longer repeats it.

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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.