Changelog

You can now specify the relationship between a client or student and their contacts directly in the profile. Select a predefined relationship, such as parent, partner, friend, or healthcare professional. You can also identify an emergency contact and add up to six contacts to a profile.

You can now pin up to three main profiles in a record. Key information from these profiles is displayed directly in the record overview, including the person's name, email address, and phone number.

Adding taxes to your transactions is now simpler and faster. Select a predefined Canadian tax option from the dropdown menu and the platform will automatically calculate the amounts based on the transaction total. You can also set a default Canadian tax for your client invoices in the Finance settings.

The note approval workflow has been updated to better support clinical supervision. Supervisors can now create a record, share it with a supervisee, and enable note approval to ensure notes are approved before they are finalized.

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.