What’s new

Nov 1

Help on every report

Each report explains itself.

Repeat appointments

Book a course of visits at once and spot clashes.

Change email or phone from the calendar

Edit contact details on the appointment card.

Chart editor

Full-screen charting, with quick install of injectables.

Education composer

Add articles, videos and PDFs to send to patients.

Dictation panel

Dictate from the patient card’s Create menu.

Quote preview

A row menu and a preview on every quote.

Workflow history

See every run and every patient a workflow enrolled.

Inventory batches and expiry

Track expiry by batch and set batches up in bulk.

Report dates and filter lists

Date ranges and checklists across reports.

A quicker consent picker

Favourite, search and sort forms as you send them.

Photo albums

Group before and after photos into albums on the patient.

Letters from the client card

Write to a patient or their doctor without leaving the record.

Hide a review

Hide a review, and find it on its own tab.

Workflow lookup fields

Add the fields each lookup should return.

Code your own newsletter

Write the HTML yourself, and save it.

Audit corrections report

Filter changes by item and type, and open the patient.

Build a custom report

Start from a data object, an idea or from scratch.

Memberships dashboard

Status and Plan filters, search and a monthly income chart.

Order cards

Track purchase orders by status and supplier.

Insurer details on the client card

Add an insurer and see authorisation warnings at a glance.

Notes on lead records

Note cards, inline editing and owner changes.

Booking on your website

Add online booking to any page, WordPress included.

Calendar colors and add-ons

Colour-coded cards, add-ons and room warnings.

Booking funnel

From first click to confirmed, in six stages.

Built-in appointment statuses

Six statuses, ready to use.

Bulk edit Money appointments

Select many appointments and change them together.

Every workflow action

Client, appointment, lookup and integration steps.

Merge tags in workflows

Put patient, visit and clinic details into any message.

Audiences for broadcasts

Target patients and leads by tag, group and saved view.

Newsletter design tools

Start from a template, write your own HTML or edit images.

Migration wizard

Plan an import, with export steps for eight more systems.

Review setup with Sovica

Go through Sovica’s setup suggestions together, one by one.

Template previews

Preview community templates before you install them.

Service suggestions and photos

Review ✨ suggestions when you create a service.

Activity views

Save views, select in bulk and assign.

Referral list

A list and page for every referral.

Edit only your own notes

Notes can be edited by the person who wrote them.

Communications timeline

Every message with a patient, on one timeline.

Checkout from the appointment

Open checkout for a visit without leaving the booking.

Workflow builder

Start from a trigger, then add delays and branches.

Workflow filters

Filter workflows by owner and open their folders.

Report access per person

Choose who can edit, view or not see each report.

Purchase orders with batches

Order inventory, then receive it with batch numbers and expiry.

Resume a stock count

Pick up a count where you left off.

Edit leads inline

Change a value right in the Leads list.

Client document folders

Rename, open or delete folders on the patient.

Bank details on invoices

Print your bank details under the totals.

Website page tracking

See which pages a lead read before they got in touch.

Allergies and problem lists

Record allergies by severity and find diagnoses by ICD-11.

Relationships and care team

Link family, emergency contacts, doctors and pharmacies.

Standard reports

Open leads, no-shows, refunds, tips and more.

Your own copy of a report

Clone a report and save it as your own.

More staff notifications

Twenty-six more events now reach your team.

Client portal setup

Essentials, Appearance, Content and Share on one page.

Complete your forms

Appointment emails ask for forms and warn on card expiry.

Treatment note window

Write notes full screen, then save and start the next one.

Letterheads in PDFs

Letters print images, colours, fonts and tables.

Medical history banner

Form name, summary and actions, once it’s recorded.