Release Highlights
- Print/Preview Unscheduled Care treatment plans with accurate patient payable.
- Clinicians will now be auto-updated when an appointment in the diary is moved from one surgery to another.
- Templates are now grouped by purpose into Direct (individual communication) and Bulk (mass communication) to help find the right template for your needs.
- Easily configure which clinicians appear for each location on a referral form.
- Referral users can now select ‘First Available Clinician’ as a referral clinician option.
- New and contextual quick links in Messages and Templates to ensure communications reflect relevant information.
Discover all the latest improvements and new features included in the 10.37 release!
1. Print & Preview Unscheduled Care Plans
a. Unscheduled Care treatment plans can now be printed and previewed with a dedicated banner, clearly identifying the plan and displaying accurate patient payable, clinician, and NHS treatment details.
- As a result of NHS replacing Urgent Treatments with Unscheduled Care, the following capabilities will be retired from the platform from June 1st 2026:
- Marking a procedure as Urgent.
- Mapping a procedure as Band 4 (Band 4 to be removed from band dropdown).
- Terminating procedures mapped to Band 4.
1. Auto-Update Clinician while moving Appointments
a. The clinician will now update automatically when you drag and drop an appointment into another surgery on the same date and at the same location.
- In case the destination surgery has multiple clinicians, the appointment slide-out will appear, where you can select the required clinician.
2. Book Recalls Easily from the Clipboard
Recalls can be easily booked from the Clipboard using Find Slot, which now automatically applies the recall due date, so you don’t have to select the appointment date manually.
3. Patient-Specific History in the Missed Appointment Modal
The Missed Appointment modal now displays patient-specific values for Cancellations (by Patient and Practice), No Shows, and Reschedules, instead of the patient account level values, allowing for more accurate decisions based on the patient’s own history.
1. Templates are Now Grouped for Direct & Bulk Communication
a. Templates are now grouped by purpose (Direct and Bulk). Bulk templates can now be managed in Practice Settings > Templates.
- Direct: Patient and Appointment templates for individual patient communication.
- Bulk: Opportunity Miner, Recalls List, Reschedule Queue, and Short Call List templates for bulk communication.
2. Enhancements to Quick Links in Messages and Templates
a. Quick Links now appear based on what is relevant to the message you are sending across Messages and Templates. For example, quick links related to appointments will not be available in bulk messaging or non-appointment campaigns, as there is no associated appointment.
b. Additional quick links are now available, allowing you to include more information in your messages.
- Prefix and suffix quick links under Patient and Clinician categories are available across applicable areas for consistent personalisation.
- A new quick link, Today’s Date, has been introduced in Direct and Bulk Messaging templates, automatically inserting the current date for same-day updates, confirmations, and time-sensitive announcements without manual edits.
- The Total Payment Plan Amount quick link has been added to Payment Plan Reminder campaigns to help clearly communicate the overall payment plan value alongside the Total Amount Due.
c. Practice Settings → Templates now use Account-level and Location-level quick links in place of Business-level quick links, ensuring communications reflect relevant practice information.
3. Identify Inactive Patients Instantly
- You can now see an Inactive label next to inactive patients in key areas such as the Global Search Bar, Patient Snapshot, Family, Patient Overview and Linked Members modal, allowing you to identify inactive members without opening their profile.
4. Confirmation Added for ‘Print and Sign’ on Medical History Forms
- You will now see a confirmation message after clicking Print and Sign on a Medical History Form, ensuring you do not accidentally complete the form before it is ready.
1. Faster Referral Workflows with More Control and Clarity
a. Configure and display only the necessary clinicians for each location on the referral form to ensure relevant clinician selection.
- Clinicians against each location can be managed using the Edit Included Clinicians option when creating or modifying a Referral Form.
b. ‘Teeth Numbers for Extraction’ has been rephrased as ‘Teeth Numbers’ for clearer understanding across all procedures.
c. If a form has only one location, it will pre-fill automatically, reducing clicks for referral clinicians. With the new setting, ‘First Available Clinician’ can be selected from the Clinician dropdown, simplifying referrals when a clinician isn’t specified.
d. To improve the accuracy of the Referral Effectiveness Report, the Referral Clinician's email will be required on Referral Forms when the 'Referral Clinician email' setting is enabled.
1. Cashing Up Report: Refunds Now Reflect Their Own Date, Location, and Payment Type
- Refunds now use their own Refund Date, Location, and Payment Type.
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When run by Payment Date, refunds are reflected by their Refund Date across both Summary and Collection views. This ensures a more accurate Net Collection and smoother day-to-day reconciliation.
Check out the latest updates and share your feedback. We can’t wait to hear what you think!