We’re thrilled to introduce PracSuite AI, a powerful, fully integrated tool within PracSuite that revolutionises how you handle clinical documentation.

Key Features:

🎥 Watch the Video: Check out a brief video recorded earlier this month, designed especially for our early adopters.

💡PracSuite AI is free for all practitioners until November 30, 2024.

PracSuite System Administrators can activate these features now in Settings > PracSuite Account > AI.

Active/Inactive Patients Report - We've added the ability to run this report by searching for appointments in addition to the existing transaction method. This enhancement should make it easier to identify patients who have/have not had interactions with the practice in a certain date range.

Dashboard - Widget filters have been improved to allow multiselecting. This should offer more flexibility in narrowing down widget results.

Third-Party Payers - The list of patients associated with a payer now includes a send message and export function.

Payment Receipts - Payment receipts now display refunds and include a unique payment number.

Appointment Reminders - We’ve added new options to schedule appointment reminders 1 to 10 business days in advance. These options provide more flexibility for appointments scheduled around weekends where reminders need to be sent on weekdays. The new options can be select in Settings > Appointment Book > Reminders.

PDF Security - You can now apply a password to PDFs that will be required to open the file. Other tools are also available to restrict other PDF functions.

Letters - When writing a letter, the save menu includes new options to Save as PDF and to save as PDF & Secure it with the new password protection features. Similar options are available when emailing letters. Click here for more info.

Previewing Emails - Emails from mail applications that are uploaded into the patient file can now be previewed directly in PracSuite. Previewing is available for .EML and .MSG file types.

Passes - Added a new option to prevent unpaid passes from being used to redeem appointments. This option can be enabled in Settings > Billing.

Guest Booking Processing - Patient file warnings will now be show when merging a guest online booking with an existing patient file. This includes warnings about the patient's last appointment date if applicable.

WorkSafe Victoria Claiming - Integrated claiming via Tyro Health Online is now available for the following professions, in addition to the existing support for physiotherapists:

Introducing Passes, a new set of tools designed to simplify the sale and management of appointment packs in your practice.

Whether you’re offering a 10-pack of Pilates sessions or a bundle of group exercise classes, passes provide a seamless experience for both your practice and your patients.

When combined with the online booking system, these new tools offer a self-service way for patients to purchase a pass and use it to redeem appointments.

DVA Claims - Condition treated/disabilities can now be stored in the injury field on patient accounts, which will be passed through to Tyro Online when submitting DVA claims.

PDF Editor - You can now upload and save your signature in the PDF editor.

iCalendar & Google Calendar integrations - For enhanced privacy, you can now choose how patient names should be displayed when syncing your appointments with other calendars.

GST Items - You can now toggle GST on an item code directly from the invoice screen. Simply hover over the GST amount to access this new feature.

Appointment Schedules - When printing/emailing a PDF appointment schedule, there's now an option to display times in the patient's time zone.

Reports - We've optimised the Report Printing menu for faster Printing and PDF Downloading.

NDIS - In Settings > Billing, we've added a new 'NDIS rounding logic' option to better handle item quantities and fees when invoicing under the NDIS, where fees are typically rounded down. It ensures smoother interactions with plan managers and the NDIA, reducing rounding issues and minimising rejections for invoices and bulk uploads.

Introducing advanced email templates and a brand new email template builder that allows you to create professional emails and newsletters that look great on desktop and mobile devices.
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To inspire your email content, browse the Template Catalogue, which contains many vibrant example templates. You can also insert hundreds of free stock images into your email templates.

Note that advanced templates cannot be edited when manually composing emails and are only suitable for emails that don’t need editing at the time of sending.

We've introduced new online booking settings:

This new feature is designed to limit the start times of appointments displayed to patients booking online. It is ideal for practices that must maintain a specific sequence/order of appointments to avoid unused time on the appointment book.

Online booking alerts now appear for bookings made by logged-in patients. Unlike guest bookings, these alerts do not require processing and are purely a notification of a logged-in booking. This can be disabled in Settings > Online Booking > Overview

You can now choose to allow patients to get more times in addition to those first offered. This option is ideal for practices that have more relaxed rules about how much availability to present online. Existing roster rules are still respected.

This can be enabled in Settings > Online Booking > Overview under the Individual Appointments heading.

We've also added a Show More Dates option to make seeing three more dates at a time easier.

This new report is designed to assist practice managers and bookkeepers in viewing net changes to previously billed items. It aims to provide clear insights and better tracking of financial adjustments in your practice.

Key aspects of the new report include detailed tracking to see how changes to existing invoices and items affect fees, discounts, write-offs, and GST values. You can also track items dated into or out of the same period.

Third-Party Accounts - We've added an option to display patient addresses on third-party invoices. This option can be enabled on the Accounts tab of third-party payer files.

Form Printing/Emailing - When printing or emailing completed forms, you can now include a business header at the top of the page.

Clinical Note File Attachments - When uploading attachments via clinical notes, you now have the option to only attach the file to the clinical note without it appearing in the Files tab of that patient record.

Online Bookings - We've introduced two new online booking settings:

Logged in Booking Alerts

You can now enable alerts for online bookings made by logged-in patients. Unlike guest bookings, these alerts do not require processing and are purely a notification of a logged-in booking. This can be enabled in Settings > Online Booking > Overview

Get More Times

You can now choose to allow patients to get more times in addition to those first offered. This option is ideal for practices that have more relaxed rules about how much availability to present online. Existing roster rules are still respected. This can be enabled in Settings > Online Booking > Overview under the Individual Appointments heading.

We've also added a Show More Dates option to make seeing three more dates at a time easier.

Form Printing/Emailing - When printing or emailing completed forms, you now have the option to include a business header at the top of the page.

Clinical Note File Attachments - When uploading attachments via clinical notes, you now have the option to only attach the file to the clinical note, rather than it appearing in the Files tab of that patient record.

Automatically Invoice Appointments - This new feature streamlines the billing process by automatically generating invoices for appointments at a specified time after the appointment ends.

This feature is designed for third-party billing workflows where payment is not required on the day. No payments are automatically processed when using this feature. This tool is particularly useful for practices that accumulate invoices over a set billing cycle—be it weekly, fortnightly, or monthly—and then issue these invoices in bulk at the end of the cycle.

Group Appointments - You can now message all patients within a group appointment from the Group Appointment Details screen.

New "sticky" SMS number functionality - The default SMS service in PracSuite will now send your SMS from a consistent mobile number rather than a randomly allocated number per message, helping patients recognise messages from your practice. Note that the mobile number may be shared by other practices using PracSuite, generally outside of your area.
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There is no change in functionality for subscribers with a dedicated/fixed SMS number, which is reserved for your practice only.
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Forms - We've added an email icon to the Forms tab of the patient file to make emailing PDFs of completed forms easier.
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Campaign & Bulk Email Improvements - We've made a few minor improvements to the UI, including displaying the reason why email campaign message has failed.

Campaign & Bulk Email Improvements - Campaigns have a new look and tools to provide insights into how many patients have opened the email and clicked links within it. Open and click-through tracking is available for Campaigns and once-off bulk emails from reports.

Practitioner Appointment Alerts - Practitioners can now choose for appointment alerts to only be sent within a certain timeframe of the appointment. For example, if you only want to be notified of changes within 24 hours of the appointment.

Forms & Tags - Patient Tags selected in Forms are now displayed on the Forms tab of the patient file and on the Forms Report. You can also add general tags to Form templates in addition to tags based on patient responses.

NDIS Claim Type Improvements - You can now set default NDIS Claim Type properties per Appointment Type. For example, if you have a Travel Appointment Type, you can set the default NDIS Claim Type to travel.

Credit Balance - The available credit balance is now highlighted on the invoice screen.

Multiselect Menu Improvements - We've added a new Select All option to make working with multi-select filters easier.

Clinical Note Templates - You can now make adding tags to a clinical note a requirement. This option can be found at the top of each clinical note template.

Accounting Periods - This new feature is designed to control which users can make changes to financial data in historical date ranges. For example, if your accountant or bookkeeper has already reconciled the previous financial quarter, that period can be locked to prevent further changes unless a user has the required permission.

Before enabling this feature, we recommend discussing it with your accountant or bookkeeper to develop a workflow suited to your business and accounting processes.

Zoom & Microsoft Teams Integration - Meeting join links can now automatically be created for telehealth appointments using Zoom and Microsoft Teams.

Zoom users can click here to learn more.

Teams users can click here to learn more.

A reminder that you can quickly access a practitioner's active roster by hovering over their name at the top of the appointment book.