Changelog

Teams are now available for group organizations. Administrators can create teams and assign them to members to share records or link locations to an entire team in a single action. Access is applied automatically to all team members, reducing manual updates and making day-to-day management easier.

Record sharing has been updated to give you more flexibility. A new full access level lets multiple users work in the same record with access to essential actions. A side panel makes it easier to manage permissions, and sharing is now available directly from the record list.

The Finance section has been redesigned with a clearer structure and simpler navigation. It now features five dedicated tabs (Invoicing, Payments, Expenses, Other Revenue, and Summary), streamlined transaction entry, CSV export available in each tab, and easier invoice search.

Selected records can now be exported and downloaded directly from the platform, without assistance from our team.

Tags are now available to help you organize your records and profiles based on the criteria of your choice. You can create and edit tags, apply them to records and client or student profiles, and filter your lists to quickly find the information you’re looking for.

The progress note templates have been updated to improve your writing experience. These updates include a clearer format, refreshed content, and new templates to better support your practice.

You can now send documents directly from a client record for review or secure electronic signature. Track the status of each document and view the complete history directly in the client record.

Administrators can now see which members have activated MFA in the Members tab. This helps support strong security practices across the organization.

You can now apply bulk actions — archive, reactivate, or delete — to a selection of profiles or records. This makes it faster and easier to manage large volumes of data.