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If you are ever concerned about performing an upgrade, please contact support@practiceperfectemr.com for assistance.

Remember, it is CRUCIAL to perform a backup of your data before performing an upgrade (unless we are hosting your data, of course).

Thank you.

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The speed of retrieving this activity screen has been increased, specifically noticable when dealing a high-volume of transactions under a specific client.

As part of our PenPal AI initiative, each section of the Daily Note can now be dictated directly into Practice Perfect. Next to each section of the Daily Note, if AI has been enabled, this new Dictate icon will appear:

Clicking on this icon will allow the user to begin dictation of that section of the Daily Note by selecting Record and then either Pause, Stop or Done.

Once the user has indicated that the recording is finsihed, the transcription will be displayed and they will be able to Find and/or Replace text and decide whether any existing text should Overwrite or Amend anything already in place.

The Web Appointment Listing can now be sorted by the Scheduled Date column (and is no longer sorted by the Ref # column). To change the order, ascending/descening, by Scheduled Date, click on the Up/Down  icon next to the column title.

When exporting the Find Appointments results, the first two Payors from each client's Billing Rules will now also be exported, as well.

Comments were sometime being truncated on the outgoing Fax Cover Sheet - this has been corrected.

An intermittent freezing issue with the Web-based version of Practice Perfect had been reported, identified and is corrected with this release.

Edits made to the Statistics section of an existing daily charge were not being retained - this has been corrected.

• Both the Client Activities by Invoice and Payor Activities by Invoice panels are now available in the web version of Practice Perfect, including the delete functionality to undo invoices.
• Both the Client Activities by Payment and Payor Activities by Payment panels are also not available in the web version.
• The delete functionality has also been added to the Activities by Service panels.
• The enhanced Activities by Services view, which includes Adjustments, is also now available in the web version of Practice Perfect.

A new option has been added to the Financial aspect of the client portal allowing clients to only see charges that have been invoiced and not unbilled charges. This option can be found under Settings in Customize Web Client Portal. Next to the Financial info to show on the portal drop-down there is new tick box entitled Show Invoiced charges only. If selected, only charges that have been invoiced will be presented to the client on the portal.

The function that locates potential duplicated clients was not working properly when a incorrect Birthdate format was used - this has been corrected.

When adding new Reminders, the Create Date will now be based on the local computer/tablet time and not the server time, which could be different.

An issue that shows improper filter information in the report header when run for All Providers, individually, has been corrected.

If the user selected that a specific field was not be shown at all if blank, sometimes drop-down fields were still showing up. This has been corrected.

When launching Wibbi from the Rooms/Equipment scheduler views, Wibbi was using the Incident's Primary Provider and not the Scheduled Provider, which could be different and was incorrect - this has been fixed.

The POS v2025.2.1 changes, effective July 6th, 2025, have been incorporated into this release.

Clients can now cancel their own appointments using the Client Portal!

Under Settings, Customize Client Portal, General, there is a new option entitled Clients can cancel appointments.  If selected, clients will be able to cancel any of their appointments through the client portal (in their Pending Appointments listing).

Should you wish to disable the Cancel option for a specific Client/Incident, this option can be found in the client record, under each Incident, in the Portal tab.

Your policy for cancellations will be displayed when the patient chooses to cancel (and must be acknowledged), and can be setup under Settings, Customize Client Portal, Patient Portal Policies in the Patient Online Cancellation Policy field.

The client will be asked for their cancellation reason, the appointment will automatically show as Cancelled by Client on the Schedule and the Provider will be notified of the cancellation via text, if this option has been enabled.

Please contact our support department for assistance with the new function, if required.

A new option has been added under Settings, Customize Client Portal, General in the Clients can book appointments online drop-down field.

The drop-down options for this field now include:

Not allow: Online booking is not permitted, at all.

All Incidents: Appointment booking can be made for any Incident on the client's record, Active or Discharged.

Active Incidents Only: Appointment booking can only be made for Active Incidents.

The ability to send Providers a text message when client's appointment was cancelled was added in a recent release. A few issues with this new functionality were identified and correct, as follows:

1. Appointments cancelled, en masse, from the Find Appointment panel, were not being texted to the Provider - this has been corrected.
2. Appointments cancelled from the Rooms/Equipment Scheduler view were not being texted to the Provider - also corrected.
3. Appointments cancelled where Cancellation Notes were not mandatory were not being texted to the Provider - corrected.

Please also note that appointments cancelled by the Client from the Client Portal will now also be texted to the Provider.

The exporting of Payor #1 and Payor #2 for each client was added to the exported version of this report in a recent release. However, this was not working properly and Payor #1 was being exported for both fields. This has been corrected.

The ability to automatically text clients when the clinic has cancelled their appointment(s) was added in a recent release.

A Follow-up comment to that cancellation notice can now to included (eg; 'Please contact the clinic at 555-555-5555 to rebook or visit the client portal, etc). This follow-up comment will be texted along with the cancellation notice text.

This comment can be setup under Settings, Other Settings, under the Wired Client tab and can be found right under the Text client when appointments are cancelled option and is entited Cancel follow-up Comment.

The ability to have Client's texted as soon as new appointments have been booked has been included in this update! The client will receive a text message including the Date and Time of their appointment, along with their Provider's name,

The option to enable text messages being sent to patients when appointments are booked can be found under Settings, Other Settings in the Wired Client tab and is entitled Text client when appointments are booked.

A follow-up comment can also be added, which will be sent with each text message, and can be setup in the Appointment text notification message field. This might include more info about the clinic's address, phone # and cancellation policy, etc.

Coming very soon...

• The ability to automatically email clients when new appointments has been added, including an .ICS file which will populate their own calendar
• The ability for text and email notices to be sent for recurring appointments, not just the first appointment
• The ability for text and email notices to be sent when appointments are changed.