Item Group Billing - You can now select Item Groups as the default Appointment Type billing code as well as when using the Add Item menu when invoicing. This is ideal for appointments that require multiple item codes to be billed at the same time. Invoicing support must be enabled individually per Item Group. Click here for setup instructions.

Payer File Defaults - You can now configure the default preferences used when creating new payer files.

Forms & Clinical Notes - Following last week's announcement regarding the new calculator component, we have added downloadable example templates for NDIS service agreements budgets and the Body Mass Index (BMI) tool. The form examples can be found here. The clinical note examples can be found here.

Billing Report - The export of the Patient report now includes new columns for Discount (Total) and Net Fee (Exc GST).

Templates - All template types can now be made inactive.

Patient Pronouns - We've added a blank option to the list of selections

Patient Pronouns - We've updated the terminology used on patient profiles to include separate fields for sex, gender identity and pronouns. Options are also available to display the updated terminology on the online booking site and in form templates.
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High-visibility pronouns can also be enabled, which will display them at the top of the patient file and in the appointment tooltip.

Forms & Clinical Notes - Added a new calculator component that allows you to, for example, calculate BMI (Body Mass Index), construct tables of rates, and define budgets on NDIS service agreements.

Utilisation Report & Widget - You can now choose for rule outs to reduce utilisable time. For example, if you have a day with 7 hours of utilisable time, but a 1-hour rule out is added to a practitioner's appointment book, the utilisable time will be reduced to 6 hours.

Patient Contacts Report - A new report allowing you to view details of individuals added to the Contacts tab of patient files.

Appointment Activity Report - Added the option to exclude same-day reschedules.

Tasks - You can now enable alerts for various task actions. Users can manage which task alerts they'd like to receive individually via their alert preferences. All task alerts are disabled by default, so if you wish to receive these alerts, you will need to enable them manually.

Appointment Report - A new heatmap function allows you to identify the busiest times of the week. This feature works with the filters on this report, allowing you to find the busiest times for e.g. initial consults or missed appointments. The heatmap can provide insight into both past and future appointment numbers.

Matrix Component - Sections can now be added to Clinical Note & Form matrixes. Each section can have different column headers, values and choices. Calculations can be formed using responses across different sections within the matrix.

Unsubscribe Links - Email unsubscribe links can now be added to any email templates using the <<EmailUnsubscribe>> merge field. This merge field is mandatory for emails sent in bulk from any reports and will automatically be added to the bottom of your bulk emails if it is not manually added to your email template.

Forms - A separator is now displayed for section headers when printing completed forms.

Payment Report - An Item Date column is now included in the CSV/Excel export.

Patient Contacts - Contacts added to patient files can now automatically be sent a copy of appointment Confirmations, Reminders and Follow Ups, as well as Invoices, Statements and Quotes. These features are designed for scenarios such as reminding parents of a child's appointment and copying in support coordinators or case managers into appointment and invoice correspondence. You can learn more about these new features here.

Default Appointment Types - You can now choose default Appointment Types based on the Fee Category associated with a patient file. This is ideal for clinics that have specific Appointment Types for e.g. Medicare patients. If Medicare is assigned as the Fee Category on a patient file, the Medicare Appointment Type can be selected by default.

Credits - Using the quick pay icon to apply credits will now automatically apply the oldest available credits, rather than having to select them manually.

Outstanding Invoices Report - The Scheduled Report feature is now available for this report in Excel format.

Templates - Tables in Clinical Note and Email templates can now be resized.

Discounts - You can now enter a discount as a percentage value.

Alerts - The alerts pane is now separated into categories.

Item Code Menu - Item Schedules are now easier to access when adding items to invoices and when filtering reports.

Appointment Follow Ups - When cancelling appointments, you now have the option to prevent follow ups from being sent for the selected appointment.

Item Code Fee Overrides - Fee overrides can now be added to all practitioners at a particular business.

Referrals Report - Exports now contact organisation and profession fields.

Day List Report - Exports now contain the Appointment Profession field.

Utilisation Report and Widget - Inactive practitioner businesses are now filtered out of the results.

Billing Report - To improve clarity on the Billing Report, we've introduced a separate reporting option for users to specify whether they are searching for items that were billed or paid in the date range selected. This will reduce confusion when selecting a corresponding 'Search by' option.
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When reporting on 'Items paid in range' this will now be searching by Allocation Date by default, which is the most used search criteria in this context.

Patient File - You can now manage their marketing preferences when marking a patient as inactive. Marking a patient as deceased will automatically set the marketing fields to opt-out.

Day List - A patient's preferred name is now displayed.

Clinical Note Quick Buttons - You can now import and export Quick Buttons, making sharing these with fellow PracSuite users easier.

Merge Fields - The Bill to Contact merge fields now work with all billing types (private, family and third-party). We've also added a new merge field for Appointment Provider Number.

Appointment Book - We've improved the usability of the appointment book on smartphones.

Clinical Note Exports - You can now enable password protection on PDF exports.

Patient File - When marking a patient as inactive, you can now delete all waiting list entries.

Patient Audit Log - The patient audit log is now consistent with the Audit Log Report, making viewing all patient file activity easier. The Patient Audit log is in the cog menu at the top of the patient file.

Patient File > Appointments - We've added appointment duration and account columns, and improved the display of appointment types by using their familiar colours.

Forms - Previously, the treating practitioner allocated to a completed form was always set to the patient's default practitioner. Moving forward, if an appointment is linked to a form, the appointment practitioner will be used instead of the default practitioner.

New PDF Viewer/Editor - We've added a new PDF viewer/editor with improved functionality. Not only can you view PDFs, you now have full PDF editing, page rotating, signing, annotating and commenting tools.

Coming soon: PDF security and PDF templates, which will allow you to import or create PDF files from scratch, including support for standard merge fields and form-filling functions. Stay tuned!

Billings Report - You can now filter the results by Fee Category. In the Patient report type, we've added a quantity column to better align with the invoicing screen. The export results now contain a Bill To column to indicate whether the items are billed to a third-party, and the NDIS participant ID column where the NDIS integration is enabled.

Treatment Plan Report - Added an Appointment Date range filter, allowing you to view treatment plans for patients with appointments in a specific range.

Quantity Billing - The Quantity Billing feature is now enabled for all users by default, revealing a Qty column on the invoice screen. This can be disabled in Settings > Billing.

SMS Sender ID Changes - Due to regulatory changes, alphanumeric SMS Sender IDs must now be approved for use in PracSuite. It will also no longer be possible to use generic SMS Sender IDs, such as 'NoReply' or 'DoNotReply' etc.
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We have requested approval on behalf of all users with existing Sender IDs. We will reach out in the coming weeks if there are any issues with your existing Sender IDs.
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At this time, these changes do not affect entering a valid mobile number into the Sender ID field, which allows replies to PracSuite SMS to be delivered to the chosen mobile number.
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⚠️ Please note: Patients cannot reply to an SMS sent using an alphanumeric Sender ID. This feature is intended for one-way, no-reply advisory messages to your patients appearing from your business name.
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If you'd like to use the alphanumeric Sender ID function and understand that patients will not be able to reply to these messages, you can learn more about applying to use this feature here.

Tasks - Each task now has a comment thread allowing staff to communicate regarding task progress.

Online Booking & Forms - We've added an option to disable bot protection powered by Google's reCAPTCHA technology. While we highly recommend leaving this setting enabled to prevent spam bookings, in some web browsers with strict privacy protections, this can lead to patients being misidentified as a bot.
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If you are receiving large volumes of patients reporting that they have been detected as a bot when booking online or completing a form, you can now choose to disable bot protection entirely in Settings > Online Booking and Settings > Forms.

Pinned Contacts - You can now pin contacts, which will display their details alongside family members on the main page of patient files. For example, you can pin emergency contact information and have it visible on the front page of patient files.

Appointment Book - The Create New menu has been added to the top of the Appointment Details screen.

Default Treatment Plans - You can now choose between weeks and months for default treatment plan end dates.

Treatment Plan Report - Added Tracked Item Codes to the exports.

Treatment Plans - You can now pre-configure default treatment plans. Once configured, you can quickly add treatment plans to patient accounts using the menu shown below:

Default Accounts - You can now preconfigure treatment plans on default accounts.

Forms - The question matrix component is now available in form templates. An example DASS21 questionnaire form template is available to download in our help article.

Tasks - Default checklist items can now be added to Task Types. Default checklists are automatically added when creating new tasks.

Clinical Notes - We've added an option to include business headers when printing/exporting clinical notes.

New Merge Fields - We've added several new merge fields to insert into templates for referrers, GPs and appointments.

Treatment Plans - You can now add multiple treatment plans to the same account. This is ideal for NDIS providers that need to track separate budgets per profession.

Treatment Plans - We've added a new quantity type, which better tracks the billing of quantity values with decimal places. This is ideal for keeping track of the number of billed hours when billing by the hour.

Tasks - You can now add customisable checklists to tasks and set task priorities.

Medipass Payment Instalments - You can now offer patients the option to pay off an amount over a maximum of 24 weekly or monthly instalments. Instalments payments are automatically added to the patient file in PracSuite on the instalments dates.

Clinical Notes - Improved timeline loading speed, especially for patient files with extensive treatment histories and file attachments.

Clinical Notes - Added the option to Save and Print a note.

Roles - Added a new Clinical Administrator Role permission that gives the user full access to clinical notes. This includes all standard functionality such as viewing, creating, drafting, editing and copying, but goes a step further to allow access to notes marked as confidential by other users and to change the 'Share Notes' setting on behalf of other users.

Share Clinical Notes - System Administrators and users with the new Clinical Administrator role permission can now manage clinical note-sharing permissions on behalf of other practitioners.

Files - Improved the load time of the Files tab where there are large volumes of files.

Audit Log - The system Audit Log is now available to view user activity in PracSuite.

Rosters - Added a Copy Roster Override option to the cog menu.

Mailchimp - Patients marked as inactive in PracSuite after being synced to Mailchimp will now be removed from Mailchimp when using the 'Exclude inactive patients' option.

Family Billing - Single patient invoices on family accounts can now be moved to other accounts.

Medipass Payment Links - You can now automatically insert payment links in appointment confirmations, reminders and follow-ups. This feature is designed for clinics requesting pre-payment for appointments. By including a new <<PaymentLink>> merge tag in your SMS & email templates, an invoice and Medipass payment link will automatically be created for the appointment, and a payment link will automatically be inserted into the message.

Form Editing Before Sending - When sending a form manually, you can now edit and prefill answers before sending it to the patient.

Clinical Notes - You can now include additional text alongside single-choice and multiple-choice questions. This option can be enabled per component within Clinical Note Templates, as shown below.

Clinical Notes - A new Matrix component is now available for use in clinical note templates. Featuring optional scoring and calculation tools, this component is suitable for clinical tests like the DASS test. We have an example DASS template available for download in our help article for this new component.

Google Calendar Integration - We're pleased to launch a one-way integration with Google Calendar as an alternative to the existing icalendar feature. Google Calendar and Android users have provided feedback that when subscribing to the icalendar feed, changes aren't reflected in Google Calendar for several hours. This new integration will reflect PracSuite appointment book changes in Google Calendar almost immediately.

Quick Actions Menu - Letter templates can now be selected in the menu.

Treatment Plans - The Quick Actions menu is now available on the Treatment Plan alert popup, making it easier to take appropriate action when Treatment Plan alert triggers are reached.

Xero Integration - Xero's tracking categories can now be applied to the invoices created by the PracSuite sync process.

Stock Profits Report - A new report that displays stock items billed or paid, showing the profit based on the unit costs and the amounts billed. An optional Commission Rate can be entered to show the percentage of profits owed to practitioners as a commission.

Reports - Improvements to tag filtering. This includes the ability to search for tags applied only to clinical notes or only to the patient file, or both.

Medipass - On the invoice screen, you can now see whether a patient's payment card has been saved in Medipass.

Forms - We've added a new 'Warning Block' component that can be added to form templates. An example is below:

Patient Files - You now have additional options when marking a patient file as inactive.

Transactions Report - The write-off reason is now displayed in the description field.

Days Off - Days Off can now be applied to specific business and practitioner combinations using a multi-select drop-down. This is especially useful for Public Holidays where some practitioners have chosen to continue practising while others are unavailable.

Patient File - GP and Referring Doctor dropdown menus now include the option to display inactive records.

Statements - You can now generate statements for multiple businesses that share a Settlement Account. This is ideal for practices where patients move between businesses and would like a single statement summarising their invoices across those businesses.

Forms - Google Analytics and Google Tag Manager support is now available.

Appointment Book - We've been working behind the scenes to improve the speed and performance of the appointment book.

Clinical Notes - Along with changing the Print button to an Export button, we've also added the option to email a PDF export of clinical notes directly from PracSuite, without downloading the PDF first.

Forms report - We've added a new report allowing you to find forms created or processed in a particular date range.

Patients and Payers - The Items and Payments tabs now display Created by and Last Modified by details.

Waiting List - From within a patient file, you can now use the Quick Actions menu to add a patient to the waiting list.

Billing and Payment reports - Exports now contain allocation dates, Created by and Last Modified by columns.

Patient List report - Exports now contain a GP column.

Referrals report - Exports now contain a Referrer Organisation Name column.

Messages report - The results can now display SMS messages sent ad-hoc from the Tools menu.

Birthday List - Added the option to exclude patients with future appointments.

Future Appointment Report - Added a filter for Appointment Status.

Edit Payment Method

Edit Payment Amount

Edit Payment Allocation Dates

View all invoices associated with the payment

Appointment Book - The tooltip displayed when hovering over a practitioner's name on their column now includes quick links to their practitioner file, their active roster and the days off page. We've also included the details of the incomplete clinical notes and tasks due on that date.

Patient File - The Messages tab now displays icons to represent where a message originated from, such as appointment confirmations, reminders and follow ups, as well as invoices, the online booking system, bulk messages from reports and campaigns.

Date Picker - Added This Week Last Year, Last Week Last Year, Next Week Last Year, Month Before Last Month, Month Before Last Month Last Year and Next Month Last Year date ranges.

Patient List - Added a General Practitioner filter

Payments Report - Added a Search By Allocation Date filter.

Date Picker - Added 'Last Month Last Year' and 'Next Month Last Year' date ranges.

Payers - Inactive patients are now filtered out of the list of linked patients shown on the main tab.

Date Picker - We've added Relative and Absolute tabs, allowing greater flexibility across reporting and Dashboard filtering, Saved Filters and Campaigns. We've also added financial quarter options to the year list.

Treatment Plan Report - You can now use the Send Message, Bulk Tagging, Campaigns, and Mailchimp Tag Sync functions with this report.

Patient File > Appointments Tab - You'll now see a notes icon on the right-hand side indicating when there are appointment and online booking notes.

Reports - Reports listing patient names now also include Client IDs, which are found in the URL bar when on a patient file.

Automatic Appointment Follow Ups - We've improved the logic used to determine whether a patient has a future appointment, reducing the chance of follow ups being sent incorrectly.

Adding a Roster Override will now automatically enable that day on the appointment book, even when that day is usually disabled on the main roster. For example, if Saturdays are usually disabled on a roster, but you add an override for a once-off Saturday shift, Saturday will show on that date without enabling Saturday on the main roster.

Roster Overrides can now extend a practitioner's appointment book start and end times without changing the start and end times on the main roster. For example, if your roster usually starts at 9AM, an override can now be added to extend the appointment book back to 8AM for once-off occasions.

You now have the option to only apply appointment type restrictions to patients booking online. This means that if you want to restrict new patient bookings to certain times, you can apply these rules only to the online booking system, allowing your staff to book other appointment types as needed.

Forms - Patient Contact and Linked Contact information can now be captured on patient forms. These details will be saved into the Contacts tab of a patient file once a form has been processed.

Quantity Billing - We have resolved rounding issues that could occur when using the quantity billing feature, namely when invoicing common NDIS items.

Appointment Book - When hovering over an appointment, you'll see the appointment's start time, end time and (if space allows) duration displayed in the time bar.

Family Booking - You can now start the family booking process using the Make Next Appointment function.

Medipass Card Payments - Sending payment links to patients will now mark the associated invoice as issued.

iCalendarAppointment Feed - The HTTPS link is now displayed alongside the Webcal link for compatibility with more devices.

Transactions report - We've reworked a few things behind the scenes to improve the speed of this report.

Patient List report - Added an Occupation filter.

ACC New Zealand - This integration allows NZ users to export a CSV file containing claimable items directly from PracSuite. This CSV file can then be used to submit claims in bulk using the ACC SendInvoice app.

Forms - We've added support for custom questions that require patients to select a response from a drop-down list.

Forms - You now have more control over which health fund card details you wish to collect and which are required.

Online Bookings - Where a patient has a preferred name saved on their file, this will now be displayed when they log into their online booking account.

Auto-Completes - Auto-Completes are now available within the word processor for letter writing and when composing email and SMS messages. Previously, Auto-Completes were only available to practitioners within Clinical Notes. New settings allow you to control where each Auto-Complete shortcut can be used.

Family Bookings - It's now easier to book multiple family members into individual and group appointments. This requires enabling a new Family Booking setting. You can learn more about these family booking improvements here.

Appointment Book - The calendar is now displayed above the Practitioner Queue.

Letter Templates - Merge tags are now supported in headers, footers, tables and text boxes.

Reports - You now have the option to email report results without having to export/download them first.

Forms - Form links can now be added to email templates as user-friendly hyperlinks, as opposed to inserting the entire URL. When using the form drop down list to insert form links into your email templates, you'll now be prompted to enter display text for the hyperlink.

Group Appointments - Patient names can now be displayed on group appointments. This option can be found in the settings area in the bottom left of the appointment book under the 'Display' heading.

Chat - You can now enable browser notifications for new chat messages. We've also added a setting to control whether the browser tab title flashes when receiving a new chat message.

Statements - Added the option to filter out invoices that are on hold when generating statements from patient and payer files, as well as in bulk using the statements report.

Clinical Notes Printing - Added the option to filter clinical notes by tag.

Payments Report - Added remittance number for bank transfers to the Excel and CSV exports.

Patient List Report - Added a date created filter to the report allowing you to find patient files created in a certain date range.

Image Viewer - We've introduced a new image viewer that supports zooming, rotating and flipping when opening images within clinical notes and on the files tab of the patient card.

Transaction Report - Credit Allocations can now be displayed in the report results. Credit Allocations represent previous unallocated payments that have since been allocated to an item.

Report Date Range Picker - You can now type custom From and To dates manually, rather than having to select them on the calendars.

Medipass - icare NSW, WorkSafe VIC & Comcare payments will now include Medipass' Bank Lodgement Reference in the remittance number field to assist with the bank reconciliation process.

Quick Actions Menu - Added an option to create a new form.

Choose between the new grid view or the existing 'stacked' view.

Account snapshot - View recent invoices, as well as account summaries with referring doctor and treatment plan details.

The appointment carousel is now available.

Medicare/DVA card info can now be displayed.

We've improved the behaviour of the left-hand side menu while minimised.

The left-hand side patient menu can now be reordered.

We've added sub-menus for the Accounts, Invoices and Appointments tab.

Contacting missed or cancelled appointments, including the option to only contact patients with no future appointments

Post-appointment feedback request

'Thank you for visiting' message

Sending weekly/monthly recall notices

Engaging with Active/Inactive patients

Sending weekly/monthly birthday wishes to patients

Patient List Report - Added additional information to the Excel and CSV exports.

NDIS Bulk Export - Added additional claim types for telehealth supports and irregular SIL supports.

Statements Report - Added a Fee Category filter.

Contacts - Marketing Source, Supplier and Third-Party Payer grids can now be exported.

Group Appointments - Added a new Role permission to prevent overbooking group appointments.

Recalls Report - Added an option to sort by recall date.

Invoice Role Permissions - We've overhauled the permissions related to invoices to allow greater control of various invoicing functions.

Reconciliation Report - You can now group the report results by date and business to avoid running the report several times. You'll also see individual totals for claims and payments depending on which integration they've been processed through.

Patient Time Zone - You can now store a patient's time zone on their file allowing you to send confirmations and reminders in the patient's time zone. It is also possible for patients to see appointments in their time zone when booking online. These features are ideal for practices offering telehealth appointments around the country.

Patient File > Appointments - Appointment status colours are now displayed in the appointment list.

Appointment Reminders - Added support for sending reminders up to 10 days before an appointment.

Appointment Book Tooltip - You can now choose your preferences for the order of the tiles displayed in the bottom row of the tooltip.

Appointment Book - Previously, when attempting to reschedule appointments into a slot that was shorter than the original appointment, you would receive a warning that the time was unavailable. Moving forward, you'll now receive a prompt asking whether you want to reduce the duration of the appointment to fit it in the available space.

Third-party Payers - You can now select default email templates for third-party payer invoices. These preferences can be set in the Default Email Templates section at the bottom of each business.

Utilisation Report - Added support for choosing which Appointment Types contribute to utilised time. Scheduled Reporting is also now available for this report in Excel format.

Appointment Tooltip - It's now possible to view patient file notes and warnings, as well as Medicare, DVA, pension card and health fund card details. Missed/D.N.A appointments are also now highlighted in the appointment carousel. The user who created and last edited the appointment is now displayed at the bottom of the tooltip.

Appointment Details screen - You can now see who created and last edited the appointment at the bottom of the screen.

Appointment Confirmations - We've introduced specific preferences on the patient file for appointment confirmations. Previously, confirmations were sent based on the existing appointment reminder preferences on the patient file.

Clinical Notes - Added a Save & Close option which, will return you to the appointment book on completing a clinical note. The Save & Invoice option is also now available when editing clinical notes.

Patient File > Appointments - Improved filtering between past/future appointments.

Forms - Added a date component for custom questions that require a date response.

Online Booking - Improved uploading of practitioner profile photos with better resizing tools.

Bulk Emails via Reports - All bulk emailing via reports will now include unsubscribe links for patients to opt out of your marketing correspondence. When patients click the unsubscribe link, their patient file email marketing status will be set to opt out. This does not apply to the Outstanding Invoices and Statement reports.

Reports - Improved visibility of a number of filters. We've also improved the width of date fields on Excel exports.

Recalls - Added 'Made By' user details to the Recalls tab on patient files and the Recalls report. This information will only be displayed for recalls created from this update moving forward.

Billing Report - Added an Invoice Date column to grid results and exports. Added Client ID to exports.

Patient Visit Average Report - Added group by practitioner and business options.

Bulk Item Code Fee Changes - It's now possible to update Item Code Fees, Discounts and Rebates in bulk. Along with choosing to apply bulk fee changes immediately, you can also schedule the updates to occur on a specific date.

Share My Clinical Notes- This feature allows a practitioner to share the clinical notes they have written on a single patient file with other practitioners. This new feature is separate from the existing clinical note access permissions, which are set per user login and applied globally to all patient files. A new Role permission must be enabled to use this feature.

Appointment Book - You can now collapse the left-hand side pane on the appointment book. When using the expanded calendar to select a date in another month, the calendar will no longer scroll that month to the top.

Appointment Reminders - Reminders can now be sent up to 7 days before an appointment. This was previously limited to up to 3 days before.

Appointment Confirmations - You can now set a default preference on whether to resend appointment confirmations when rescheduling appointments. You also have the option to cancel sending a confirmation after rescheduling and when using the Make Next Appointment feature.

Appointment Status - You can now choose to disable appointment statuses resetting to 'booked' when rescheduling appointments.

Outlook Integration - This integration was previously limited to sending emails from the Outlook/Microsoft account linked with PracSuite. You can now register 'Send As' addresses to send emails on behalf of other mailboxes, including shared mailboxes and distribution lists.

Patient File Defaults - We've consolidated all new patient file default settings onto a single page. This includes new options for default SMS and email marketing preferences, default file folders and default clinical note reminders and warnings.

Online Payments - Payments taken at the time of an online booking are now supported for practitioners without a provider number. This requires adding a unique Medipass ID number per business in Settings > Integrations > Medipass.

Home screen - The Notice Board widget now supports rich text, including images.

Tyro - We've added support for HCF 'More For' health fund claims. If your practice participates in the HCF More For program, you can enable this from the Tyro integration settings page.

Tyro - You now have greater control over which provider numbers per practitioner should be sent to Tyro for a health fund claim. We've also added support for dental tooth codes.

Reports - Clicking hyperlinks in grid results will now open the selected link in a new window so that you don't lose your report results.

Third-Party Payers - New Payer files created will now have their invoice preferences set by default to email with 1 PDF and 1 invoice per email.

Referring Doctors - You can now copy referring doctor profiles making it easier to create profiles for other locations where the doctor practises.

WorkSafe Victoria integration - WorkSafe Victoria claiming for physiotherapists is now available via the Medipass integration.

Comcare integration - Comcare claiming is now available via the Medipass integration.

Return to Work SA Export - Following the launch of the RTWSA export feature last week, we've added a Payer filter to make it easier to find the correct items that need to be included in the export.

Appointment Book - When using the Make Next Appointment feature, you can now choose 'Make Next & Continue'. This option allows you to repeatedly use the Make Next function to schedule several appointments.

Group Appointments - We have made the process to book a patient into multiple group appointments more consistent with the individual appointment process. After selecting a patient to book into a group, look for the Book Schedule button to book multiple appointments.

Group Appointments - When booking a patient into multiple groups, you can now filter between groups booked in that specific schedule, or any future groups of the same appointment type.

Online Bookings - Direct booking URLs for specific Locations, Services and Practitioners can now be copied from their respective setting pages.

Reports - Inactive practitioners can now be selected in most business/practitioner filters.

Dashboard - Pie and donut chart widgets now include percentage figures in the tooltip.​

Healthengine integration - You can now link your PracSuite account to Healthengine, which will allow bookings to be made via Healthengine directly into your appointment book.

Return to Work SA bulk export - South Australian users can now create a bulk export of items that can be uploaded directly to the RTWSA website for payment. Exports can also be paid off in bulk.

Tyro integration - You can now disable Medicare Easyclaim functions via Tyro from the integration settings page.

Clinical Notes - Added a new Role permission to control editing another practitioner's clinical notes. Note that this permission is off by default.

Merge Fields - Added new simplified merge fields for various addresses. Rather than having to add separate tags for each address line, you can now insert a single merge field for the entire address.

Default Marketing Preferences - You can now choose the default SMS and email marketing preferences for new patient files in Settings > General.

Search - You can now add the prefix NDIS: to search for patient NDIS numbers.

Emailing - You can now schedule send an individual email.

Word Processor - Changed to Australian English dictionary for spell checker.

Referrals Report - Added a Referrer Profession filter.

Online Booking & Forms - Users choosing to embed their online booking site or forms into another webpage will soon need to list these websites as approved sites for embedding. These restrictions are not yet being enforced. Further communication regarding this will follow shortly.

Help Menu - Added quick links to view update history and to send feedback.

Clinical Note and Form Templates - You can now import and export templates, allowing you to share your templates with fellow PracSuite users.

NDIS Bulk Payment Export - When generating bulk payment exports, you can now filter out items for patient accounts that have been placed on hold.

Referrals Report - Added separate referral start and end date filters.

Third-party payers - Added the ability to email payers in bulk from the top of the Payers page.

Appointment Book - We've improved the layout of the Appointment Details screen, which includes the new last/next appointment info like the new appointment tooltip.

NDIS - The Print on Accounts option for a patient's NDIS number can now be enabled without enabling the NDIS bulk export feature.

NDIS Bulk Export - You now have the option to mark invoices with NDIS items as issued when creating bulk exports.

Messages - Scheduled email and SMS messages are now shown in the Messages tab of the patient file. You can also cancel the scheduled message from the Messages tab.

Reports - You can now add and remove tags on patient files in bulk

Appointment Book - The Find Times tool now includes a Resources filter

Roles - Added a new security permission to hide account balance and treatment place dollar figures in the new appointment tooltip

Users - The user list now indicates which users are System Administrators

Dashboard - Added last/next 30, 60, 90 days and 12 months date range options that were missing from several widgets

Clinical Notes - The number stepper now supports values with 2 decimal places

Tyro - If a patient's health fund is not recorded on their file, you will now be prompted to select this before proceeding to submit the claim. This is to ensure that the correct provider number is sent to Tyro where a practitioner has different provider numbers per health fund.

We've redesigned the appointment tooltip with a clearer layout and new interactive elements.

Expanded the intervals displayed in the time bar on the left-hand side of the appointment book.

You'll now see the time you're hovering over shown in the time bar.

You can now customise which businesses and practitioners to display when the filters are set to All.

The font size of the appointment book can now be adjusted.

When hovering over an appointment, the appointment icons will now disappear to display the patient name.

The Statistics in the bottom left of the appointment book can now be collapsed.

The new Find Times function now searches the next 30 days by default. We've also added an option to add a patient to the Waiting List from the Find Times screen.

You now have the option to book an appointment and add the patient to the Waiting List should an earlier time become available.

You can now drag and drop a patient from the waiting list to the appointment book.

A prompt will now appear when attempting to add a patient that is already on the waiting list.

Improved filtering options.

Search - Improved searching for patient surnames with spaces.

Scheduled Reports - You now have the option to receive results in Excel format.

NDIS - Patient NDIS numbers can now be printed on Invoices and Statements. This can be enabled on the Accounts Tab on Patient and Payer files.

Patient File > Appointments - The appointment audit log now contains much more detail about the changes that have been made to an appointment.

Patient File > Messages - Added a button to export all correspondence to Excel.

Files - When emailing word documents (.doc/.docx files) from the Files tab, you will now be asked if you want to convert the document to a PDF before emailing.

Dashboard - Added the option to download table and graph widget results to CSV.

Physitrack - Added an option to prevent Physitrack exercise PDFs from marking a clinical note for an appointment as complete.

Mailchimp - Fixed a bug that prevented syncing patient date of birth.

Birthdays Report - Added an appointment date range filter.

Appointment Book - A Find Times button is now available which allows you to quickly find available times and book appointments.

Saved Report Filters - You can now choose a preferred set of saved filters to automatically apply when opening a report by using the star icon in the Load Filters menu.

Scheduled Reports - Password protection can now be enabled on scheduled report PDF results. When enabled, individuals receiving the scheduled report will need to enter the password to view the results.

Reports - A banner is now displayed at the top of a report if the user running the report has data access restrictions. This is intended to highlight that they may not be seeing all available data due to their access restrictions.

Recalls Report - Recalls that are assigned to no business or practitioner will now be displayed to all users with access to the Recalls report.

Messages Report - You can now report on Memos added to the Messages tab on patient and payer files.

NDIS Report - Added Saved Filter functionality.

Third-party payers - When emailing invoices to payers, the message will now be logged on the Messages tab of both the payer and the patient file. Previously, the message was only logged on the payer file.

Invoicing - Added an option to disable the 'Add to Last Open Invoice' feature entirely throughout PracSuite. This can be enabled in Settings > Billing.

Search - You can now search for patients based on the Client ID stored on the accounts tab of a patient file.

Roles - Added a new permission to hide the Item Code fee displayed on the appointment details screen.

Online Bookings - You can now add IP addresses to an online booking block list. This can be useful in rare cases where spam bookings slip through our filtering.

Clinical Notes - Fixed a bug when using tablets in portrait mode that caused body chart annotations to appear in the wrong position.

Improvements to the top menu bar on smaller screens.

Printing and PDF viewer - Added an alternate print method to address blank pages printing in some browsers. We've also added an alternate PDF viewer. Both options can be enabled in the 3 dot menu in the top right-hand corner of PracSuite.

Online Bookings - You can now choose to display an embedded Google Map to patients on the locations screen. This has been automatically enabled if you're currently displaying an embedded Google Map on the booking confirmation screen. Click here to manage your online booking locations.

Active/Inactive Patient Report - We've made some alignment improvements to the print preview.

Patient Contacts - Following the introduction of Linked Contacts last week, you can now insert merge fields for Patient Contacts in letter, email and SMS templates.

Messages Report - We've added an SMS Practitioner Summary layout to make it easier to monitor SMS credit usage per practitioner and per business.

Patient File > Contacts - Introducing Linked Contacts: You can now add existing Referrers, Payer Contacts and other Patients to the Contacts tab of a patient file without having to enter the contact's information from scratch.

After booking a schedule of appointments, you now have the option to Email or Print a list of the upcoming appointments for the patient.

SMS Replies - Added the option to auto-clear Standard SMS Replies like Yes/Y to save having to manually clear these types of replies. You can manage Standard SMS Replies here. A reminder that you can also view a log of SMS replies using the Messages report.

Clinical Note Memos - Non-practitioner users can now add Memos into the clinical note timeline without requiring access to treatment notes. Adding and editing Clinical Note Memos requires a new Role permission.

Referrals report - The 'How did you find us?' Summary report now groups Referrers by Organisation. Tag filters are also now available.

Referrers - You can now send bulk messages to Referrers using the Send Message button at the top of the Referrers page.

Invoices & Statements - When multiselecting invoices or statements to email from a Patient or Payer file, you can now choose an email template and/or edit the email content before emailing.

Third-party Payers - Added an Account Balance card to the main Payer Details page.

Spreadsheets - You can now create templates in Settings > Templates > Spreadsheets allowing you to quickly create new spreadsheets from the patient file and other areas in PracSuite.

Quick Buttons - Practitioners can now quickly insert text snippets into clinical note templates using the new Quick Button features.

Templates - An 'Other' option can now be displayed for custom single choice and multiple choice questions in clinical note templates

Files tab - Added an 'open in new tab' button to open files outside of the new file preview area

Family Bookings - After enabling Family Bookings on the Contacts tab of a patient file, a family will be able to manage and book appointments on behalf all family members when logging into any of their online booking accounts

Patient Addresses can now be collected during the online booking process. You can enable this option here.

Added the option to expand location, service and practitioner descriptions by default

Added the option to disable skipping steps of the booking process that only offer one selection

Improved blocking of spam/bot bookings
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Forms - Completed forms in the Alerts section will now respect the 'only show alerts for my logged-in business' setting

Appointment Book - The 'Jump to' function now includes a 12 week option. In pervious versions, this function would only jump forward from 'today'. Moving forward, you will be able to use the jump to function from any selected day.

Patient Files - The Messages tab now includes the ability to add Memos to make it easier to copy external correspondence into PracSuite

Extended Gender List - When enabled, Online Bookings and Forms will now display the extended gender list to patients. You can manage the list of genders in Settings > General

Added a Files tab in the Show History pane allowing previewing of documents/files while creating clinical notes

Practitioners can now select a preferred template that will automatically be selected when creating a new clinical note

Clicking an entry in the outstanding clinical notes widget will now create an empty note or use your preferred template

Auto Complete phrases now work in all clinical note text fields

Patient merge fields can now be added into clinical note templates using the Insert Fields button when creating clinical note templates

Tyro - Health fund rebate estimates can now be processed when creating Quotes

Reports - Added a Messages report to view emails sent and SMS sent and received through PracSuite.

Reports - Added Last/Next 7 days date range filters

Search - You can now search for statement numbers using the STA: prefix

Extended Gender List - Added the option to choose which genders to display in preparation for the extended list displaying to patients when booking online and in forms

Patient File > Appointments tab - Clicking the date/time of an appointment will now take you to the appointment book and open the appointment details pane

Task Widget - You can now choose the name/title of each widget

Clinical Notes - Added tick and cross stamping tools for body charts and images

Task Widget - Added a task type filter. This allows you to add multiple task widgets to your homescreen containing specific task types.

Forms - An icon now appears on the appointment book when a form has been completed for that appointment. This feature will only affect forms that are sent out moving forward and not forms sent prior to this update.

Mailchimp Integration

Following up missed and cancelled appointments where a patient has no future appointments scheduled

Daily/Monthly/Weekly Birthday Emails

New Patient Welcome Emails

Sending Recall Notices

Appointment Reviews/Surveys

Default Accounts - Added the ability to update default account preferences on existing patient files in bulk

Patient Fields - Added capitalised His/Hers & He/She & They/Their tags to use in letter, email and SMS templates

Patient File - The Quick Add menu is now accessible from all tabs

Reports - Added Next 14/30/60/90 days date range filters

Medipass - Added the option to email the Assignment of Benefit form to a patient from the Medipass tab of the patient file

Appointment Book - 'Future appointment exists' warning will now appear when using the make next appointment function

Forms - The form name is now displayed in the clinical notes timeline.

Tyro - Several improvements to the refund process.

Waiting List Report - Report on and communicate in bulk with patients on the Waiting List

Quotes - Added support for creating quotes on third-party patient accounts

Clinical Notes - Unsaved clinical notes can now be recovered in the event of computer/network issues and when moving between devices

Users having trouble logging into PracSuite can now request login assistance from their System Administrator from the login screen

You can now search for item codes when filtering on reports

Patient List Report - Added a COVID Vaccination status filter

Forms - You can now print/PDF forms from the Forms tab of the patient file

Online Booking - You can now send registration and password reset emails from the appointments tab of the patient file

Dashboard - Improved speed of loading widgets

Task Widget - Various improvements

Fixed an issue preventing clinical notes from being printed in some cases

iCalendar integration - Patient Notes and Patient Warnings can now be included in the practitioner iCalendar feed. This is ideal for mobile practitioners and practitioners who currently rely on the Day List for this information.

When changing the default account on a patient file, you will now be prompted if you wish to update the account that is set on all future appointments to the new default account.

Custom date ranges can now be selected when filtering on the invoices tab of patient and payer files.

Quotes - New functionality that allows you to create a quote and convert it to an invoice.

Day List - Patient File Warnings can now be printed and displayed

Word Processor - Improved loading and the general speed of this functionality.

Spreadsheet - sped up the loading and general speed together with enhancing the interface for a more modern look and feel.

Forms - you can delete a created form.

Patient Calendar View - you can now select past and future years

General optimisations and minor bug fixes

Forms - You can now scan a QR code to load a form on your practice device before providing it to your patient

Day List - Patient File Warnings can now be displayed

Medipass - Along with verifying a patient's Medicare/DVA card details, you can now verify whether a patient is eligible for concession benefits from the top of the Medicare/DVA tab of the patient file