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Please also note that this specific upgrade may take longer than normal and requires substantial hard drive space (temporarily).If you have limited hard drive storage space and are concerned that this will be problematic, please reach out to our support department for confirmation prior to any upgrade attempts.

Thank you.

** Revenue Cycle Management services now available! Let us help with your claim submissions and collections! **

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A problem was occurring with Practice Perfect not necessarily recognizing when Windows went to sleep and therefore releasing a license. This has been corrected.

At time, when a client booked an appointment from the Client Portal, Practice Perfect would stop working at the clinic – this has been corrected.

An error occurred when attempting to import an Exercise Program from Wibbi into the Activities by Document when no exercise programs existed, this has been corrected.

Issues with copying/pasting Incident Descriptions have been corrected.

A new Security option entitled Allow to see client portal password has been added under each User/Role in the Functions category. If unticked, the user will not be able to see or modify the Client Portal Password for each client.

At present, when a payment is made by the client on the actual date of an appointment, the Money Bag icon fills with a “$”. This was happening when any type of payment was made by the Client, including Adjustments, which is incorrect. Adjustments will no longer trigger the “$”.

Many changes have been made to the Waiting List, as follows:

First, the Provider Type will now be listed next to each entry on the Waiting List listing.

Second, in the setup for each Provider, a new tick box exists entitled Only show own Provider Type in Waiting Listing. If selected, when that Provider looks at the Waiting List, only clients requiring the same Provider Type as that provider will be listed.

Third, a new option has been added under Settings, Customize Schedule, entitled Waiting List is Provider Type based. If selected, the automated Waiting List pop-up will only contain clients requiring the same Provider Type as defined by the Client’s Incident's Managing Provider's type, therefore allowing the Waiting List to be automated based on Provider Type.

Fourth, the Wired Client texting icon has been added to the Waiting List listing panel so that clients can be texted directly from that listing. Please note that Wired Client must be enabled for this function to operate.

Lastly, the entire Waiting List function now works on the web version of Practice Perfect!

Providers can now be notified, via text, when a client cancels their appointment. When Cancelling/Rebooking an appointment, a new tick box will appear when entering the cancellation reasons entitled Text Provider. If selected, the Provider will receive a text message, via Wired Client, about the cancellation.

This option can be enabled by default under Settings, Other Settings, Wired Client and selecting Text Provider when client cancels, by default.

Please note that Wired Client must be enabled for this function to operate.

Providers can now automatically be texted when their clients arrive. When the Arrived icon is selected from the Scheduler, the Provider will receive a text message instantly.

To enable this function, visit Settings, Other Settings, Wired Client and selecting the Text Provider when patients arrive option.

Please note that Wired Client must be enabled for this function to operate.

A QR Code can now be added to Invoices/Receipts which can be used to point a client to any website you wish, perhaps the client portal, perhaps a payment site, etc. The creation of the actual QR code itself is completely up to you.

To add the QR code to your Invoices/Receipts, visit Housekeeping, Contacts, Offices under the Location tab where the QR code for that Billing Location can be added.

A bug that did not show client payments properly, at times, has been corrected.

The exported version of this report now contains the Medications field, from the Intake tab.

An issue where negative compensation was not being calculated has been resolved.

This new report shows Provider Schedule(s) for a full month, at-a-glance, and can be found under Reports, Scheduling.

Deleted payments were not shown when the User ID was not present, typically in older entries. This has been corrected.

A bug in which totals were incorrect in the Summary section pertaining to Quantities, Visits and Duration has been corrected.

A bug that sometimes returned an incorrect Balance Forward when running the report based on Services has been corrected.

A bug that did not report transferred payments correctly has been corrected.

A bug where payments from other clients within the same batch were being included has been corrected.

A paging error introduced in a recent release has been corrected.

An issue where additional information was shown that should not have been when running the Summary version of this report has been corrected.

An error occurred when a Document Description was longer than 256 characters, this has been corrected.

An error occurred when a MAC address was longer than 32 characters – this has been corrected.

An issue in which Goals/Tests with containing no details where showing on this Goal & Test listing has been corrected.

Completed/Signed timestamps on both Daily Notes and Documents will now be based on the time zone of the Workstation and not the Server, should the server be in a different time zone from the User.

An issue that cut off part of the Provider’s NPI/License, at times, has been corrected.

Issues regarding Provider filtering on this report have been corrected.

On the Desktop version of PenPal AI, it was possible to re-record and re-process already Completed/Signed Documents and Daily notes. This loophole has been closed and the PenPal AI icon will now appear as being greyed-out on any Completed/Signed Notes and Documents.

It is now possible to setup multiple weblinks, one for each clinic location, for use with the Client Portal. Instead of the clients using the drop-down to select a specific location, each location can now be setup on its own, with it own weblink, even in a shared, multi-location database.

This needs to be setup through our Support department, if required.

HCAI’s release R3.33 has been implemented in this update which comes into effect on May 12, 2025.

• A new License Issuer, the “Association of Counselling Therapy of Alberta”, has been added.
• A new Provider Type entitled “Guidance Counsellor” has been added to the Telus settings.

The ability for the client to upload documents was not available on the mobile-friendly version of the Patient portal - this has been corrected.