Product Updates & Fixes: 2026

HCAI Treatment Plans

• Staff can now edit HCAI document numbers on submitted treatment plans and new invoices will use the corrected HCAI document number.

User Access

• Staff can now be granted a dedicated permission to unblock locked user accounts. This permission is restricted by default.

JComm Campaigns

• Campaign delivery reports can now hide manual-send campaigns and now show each campaign trigger type.

API Staff Setup

• Staff created through the API now receive clinic access records when they are created, matching the setup process used when staff are created in the app.

Support

• Support Chat now opens through the Zendesk Messenger flow from the Support menu.

• Fixed an issue where Apple Pay or Google Pay could successfully charge a card during portal subscription checkout but fail to activate the subscription.
• Same-day campaigns now run first and are not skipped when they fall outside normal delivery hours.
• Fixed an issue where the chart appointment-date dropdown could time out for practitioners with access to large groups.
• Improved the performance of SMS inbox, conversation, unread list, and daily report queries for large data sets.
• Voided invoices no longer count toward used patient discount quantities.

Admin Sessions

• Admin sessions now show a 2-minute inactivity warning before locking.
• Sessions can now be locked before the user is logged out.

JComm Campaigns

• Campaign operations now include a delivery report
• Corrected clinic phone tag output
• Improved campaign date views and sorting

Scheduled Programs

• Staff can now edit registration cut-off dates directly from the Scheduled Program list view.

Patient Portal

• Patients at legacy Stripe clinics can now add and remove saved credit cards in the Patient Portal.

SSO

• New SSO users now receive their clinic and patient access records when they first log in.

Practitioner Details

• Practitioner details are now shown in Waiting List views and patient change history.
• Added practitioner filtering for Alberta claim submissions.

• Fixed an issue where Day End Payments Received could double-count payments across multiple invoices and related credits.
• Fixed Team Mail clinic filtering so messages are sent only to providers in the selected clinic.
• Fixed Credits and Gift Card payment screens opening an extra blank window and practitioner-only filters are now hidden from non-practitioner users.
• Fixed product and customer-group pricing issues that could create duplicate entries and result in incorrect prices on appointments and invoices.
• Fixed patient discount quantity calculations so purchases are counted for the correct patient.

• Juvonno Pay: Patients can now manage their saved cards in the Patient Portal by adding, viewing, or deleting cards and setup pages are now only available to clinics with payment access.
• Day End Report: Debit, credit, and gift card activity is now accurately included in payment totals.
• Schedule Search: Added staff-group-based practitioner filters and the ability to select multiple default practitioners.
• Intake and Requisitions: Form Builder now has optional hidden calculations, updated GNMI contact details, and prefilled diagnostic imaging requisition details.
• Optometry Exam 4: Chart autosave now keeps dynamically added diagnosis, treatment, and IOP entries.

• Fixed a Day End issue where some manually posted payments were missing from reports.
• Fixed campaign issues that could mix up recipient details or send messages outside the intended time windows.
• Fixed chart export issues when notes included emoji characters.
• Fixed label printing issues that could cause clipping on 30 x 90.3 mm labels.

• JComm: Campaign recovery now supports guided audience selection plus auto-run for resend and new batches
• User Type Settings: Payment gateway settings, including Juvonno Pay, can now be managed through a dedicated User Type permission 
• Juvonno Pay: The Juvonno Pay Dashboard now includes a direct link to purchase Stripe's BBPOS WisePOS E terminal which will soon be compatible with Juvonno Pay 
• Checkout: Serial-tracked products now require a serial number to be selected before checkout. Cancelling serial selection will also remove the incomplete product line.
• Reassign Follow-Ups: When a Staff profile is deactivated (deleted), you can now quickly reassign their open follow-ups, to-dos, and tasks from a pop-up
• Patient Search: Patient Search now supports searching by full name, including names with spaces and lets you configure quick-search fields
• TELUS eClaims: Billing updates now include additional insurer mappings and improved payor handling when submitting claims

• Fixed an issue where SMS messages could be sent to invalid sender or recipient numbers and opted-out patient with clear failure reasons now provided
• Fixed an issue where Welcome Packages could incorrectly mark Portal Invitations as already sent
• Fixed an issue where completing and invoicing could error when product serials were disabled
• Fixed an issue where new Juvonno Pay processor setup could create payment flows that failed at checkout
• Fixed an issue where Availability responses could raise warnings when Schedule Type data was missing

• Fax Assignment: Fax Status now has one-click menu item - Assign Todo - with a direct link to the fax. You can also create new patient via Assign to Patients if the patient is not created in your system yet 
• Imports: You can import inactive/deleted practitioner owners, supports direct import without preview, and tolerates non-exact header names
• Requisition Forms: Calgary Community General Requisition forms now include Clinic and Practitioner selectors and fill provider/facility details based on those selections
• Patient Profile Information: Cell Phone has been updated to Mobile Phone across screens 
• Page Loading: The Schedule now show a loading state - a dynamic blue circle - instead of a blank panel while loading

• Fixed an issue where Receive Incoming Text Notifications in Staff Profiles would sometimes switch on when unrelated settings were saved
• Fixed an issue where completed charts would sometimes not open after their template was disabled or deleted
• Fixed an issue where new patient relationship data loaded before the patient record existed
• Fixed an issue where Item Hot Links shortcuts were missing from appointment and billing screens 
• Outbound JComm campaigns now rotate by campaign so one slow job will not delay the rest

• Easier document imports: Clinics can now import existing documents in bulk using a CSV file. Staff can preview the results before importing and review any items that need attention.
• Simpler duplicate contact cleanup: Staff can now find and merge duplicate external contacts through a dedicated review workflow, making it easier to keep contact information organized.
• Improved multi-patient booking: The portal and admin booking flows have been updated to make scheduling linked patients, such as couples or family members, easier to manage. Patients can book an appointment for themselves and one other family member at the same time. 
• More flexible charting on-the-fly: Staff can now remove chart templates while working
• Enhanced form building tools: You can now move or clone columns when building chart and intake templates, and use more auto-populate options when setting up charts and forms.
• Faster claims searches: Claims search now supports patient-name type-ahead, making it easier to find the right patient while searching.

• Fixed an issue where Day End report credits showed the remaining balance instead of the credit amount.
• Fixed an issue where invoice emails could be sent at the wrong time or sent again when a receipt was printed. Invoice emails now send during payment processing.
• Fixed an issue where the duplicate contacts review page could get stuck while loading.

• Easier practitioner access: Additional practitioners can now be added to patient profiles. Default access rules have also been updated so primary and additional practitioners are handled more consistently across patient views and analytics.
• More reliable intake autosave: Intakes now autosave more consistently, including intakes created from templates.
• Easier chart printing and faxing: Individual chart menus now include direct Print to PDF or Fax Chart, making it easier to send or save charts without extra steps. 
• More useful reporting: ClinicAid reports now include physician details and CSV output. Patient Insights now includes referral date as an optional field.
• Updated billing and compliance outputs: Billing and compliance outputs have been updated to support current payer and provincial requirements, including OCF-18 wording and Saskatchewan submission date fields.
• Cleaner scheduling API responses: Scheduling API responses now return cleaner appointment lists and conflict-rule information, making them easier to use with portal integrations.

• Fixed an issue where saving a chart could incorrectly mark an encounter as complete. 
• Fixed an issue where TELUS claim and EOB responses could fail to show some returned values.
• Fixed an issue where item cost and margin columns were mapped incorrectly in Comprehensive Sales reports.
• Fixed an issues where practitioner and group names could appear incorrectly in the Notes tab. 
• Fixed an issue where recurring statutory holiday clinic closures were not always applied correctly.

• Simpler payment setup: Portal pay-online, Apple Pay, and e-gift card checkout now begin payment setup when checkout starts instead of when the page loads.
• Easier program appointment management: Staff can now extend program appointments directly from the schedule menu. Scheduled programs also now sort by their first class date, making them easier to find and manage. 
• More detailed appointment exports: Appointment exports now include program attendance, while patient appointment exports now include the appointment end time and duration.
• More customizable patient profiles: Custom-field categories on patient profiles now support category colours and are collapsed by default, making profiles easier to navigate. 
• Faster chart access: When opening a chart, the system now defaults to the version with the most recent chart date and time.
• More control over API access: Admins can restrict API key access by user type.

• Fixed an issue where refunds were not posting when the refund event did not include a payment-intent reference.
• Fixed an issue where charting tab sessions could occasionally open the create-patient flow instead.
• Fixed an issue where charts could appear locked based on the wrong status.
• Fixed an issue where an appointment’s visit type could be overwritten after staff manually selected a different type.
• Fixed an issue where portal email fields could incorrectly appear as password fields.

• Easier patient lookup on mobile: Patient Lookup is now available right from the header on mobile and tablet screens, making it quicker to find the right patient.
• Clearer messaging controls: Team Chat and Text Message panels now have easy-to-find close buttons on smaller screens.
• Better scheduling information: Staff API responses now include practitioner break times between appointments. This helps connected scheduling systems make sure enough time is reserved after a visit.
• Updated note naming: “Chart Notes” is now called “Express Notes” across staff note templates and menus.

• Fixed an issue where required V2 intake forms could sometimes appear blank when booking through the portal.
• Fixed an issue that could cause staff searches to use outdated filters and show incorrect staff information.
• Adjusted the chart report layout so action buttons now display correctly.

• The Billing tab now loads appointments in batches with a Load More option, making it easier to work through large invoice queues 
• Appointment exports now include Visit Type and Program
• Alberta Health price list imports now display progress along with processed, updated, and skipped counts
• Chart Notes have been renamed to Express Notes. This is a name change only, with no changes to how they work.

• Card payment screens now unlock after failed or declined payments
• Batch invoice printing now preserves insurer selections from Invoice Search, including Other
• Fixed chart export pagination and scale spacing issues that could affect multi-column forms
• Corrected a spelling error in invoice templates

• You can now fax multiple documents at once from document workflows
• Chart templates can now be added while you're creating a chart, making documentation faster 
• The Form Builder now supports calculated fields, including sums and averages, based on scale question responses 
• Scheduling now includes a Remote visit type with location details, and programs now support drop-in registration

• Fixed an issue that prevented new patients from joining waitlists through the portal when preliminary questions were enabled
• Restored appointment reminders to SMS chat history
• Fixed terminal payment workflows so invoice emails are sent when that option is selected
• Fixed card action behaviour in Patient Accounting, including Bambora verify/replace actions and related permission checks
• Fixed notification edge cases by preventing notifications from being sent for invalid appointments and adding appointment IDs to notification email subject lines 

• Exporting charts and intake forms is now more reliable. Large exports run in batches and include a preview, retry option, and summary when they're complete
• Analytics now respects user roles and location permissions, so users only see the practitioner data they have access to
• You can now add more appointments to an active program using the existing apply workflow
• SMS Chat now hides appointment reminders and confirmation messages, making it easier to follow conversations with patients
• HCAI Form 1 usage now resets based on invoices created during the current month

• Fixed multi-invoice payments so the selected payor is saved correctly
• Fixed Follow Up access so non-provider roles now see the correct staff members 
• Fixed treatment plan cloning so cloned plans start with updated OCF versions
• Fixed invoice headers on patient summary invoices so empty addresses no longer leave stray commas

• Added custom field categories, with grouped patient profile sections and category management in Settings
• Added an optional Profile Age column in Patient Search (disabled by default)
• Applied clinic and practitioner access rules to program assignment, call tasks, to-dos, and follow-up workflows
• Updated insurer form version outputs used in HCAI submissions
• Telehealth SOAP AI notes now return plain text instead of markdown-styled labels

• Fixed an issue where custom fields could fail to save in accounts with a large number of custom fields
• Fixed an issue where multi-day availability responses could miss away blocks for some practitioners
• Fixed an issue where multi-invoice payment screens could display incorrect line-item totals and default payable amounts
• Fixed an issue where OHIP quick billing did not correctly prefill the complaint and referring practitioner fields on initial load
• Fixed an issue where JComm history views could display incorrect historical records

• Appointment reminders now include the Visit Type, giving patients more context before their visit 
• Waiting List entries now display how long a patient has been waiting in both days and hours
• Patient Stages now support colour tags with a reset option, and patient list highlighting now follows those stage settings
• Portal booking now prevents patients from using “Book Again” for services where online booking has been disabled 
• US insurance intake now uses a dedicated workflow with required billing fields and correct reopening behaviour based on the insurance type
• Remittance Advice now count only paid claims, and French invoices now display serial numbers for serialized products

• Fixed an issue where 3D Secure (3DS) payments made through the portal could fail after checkout state changes
• Fixed Quick Invoice tax calculations (rounding) after summing line items
• Fixed refund cases where taxes could be counted twice
• Fixed Payments by Practitioner subtotals when isolated payments included overpayments
• Fixed an issue where campaign paging could switch users to the wrong campaign
• Fixed Patient Lookup from overriding correspondence note actions

• Juvonno Pay now supports clinic-level setup, terminal registration, and in-person card-present invoice payments.
• The Practitioner Dashboard can now display future appointments, supports document category filtering, full-row encounter access, and allows clone prescriptions directly from dashboard widgets. 
• Patient Change History reports now export to Excel with filenames that reflect the selected date range.
• Treatment plan quotes now include the clinic name and address and display clinic information alongside patient details.
• The Customer API now returns notes and warnings and supports updating patient groups and stages.

• Fixed an issue where a successful fax deletions could incorrectly display an error message.
• Resolved print batching so selected third-party insurers are retained during processing.
• Corrected duplicate patient information appearing in certain charting views.
• Resolved payment flow issues affecting 3D Secure authentication, saved cards, and multi-invoice checkout.

• Recurring invoices now support end dates and a quarterly frequency, allowing invoices to automatically stop generating once the specified end date is reached.
• Practitioner users now see only their own data in Aged AR and Accounts Receivable Listing, with practitioner selection fixed to their account.
• Scheduling dashboards now include an Inactive Practitioners toggle, making it easy to view schedules for inactive practitioners when needed.
• Program-generated invoices now save the correct branch.
• “Copy from last” feature in v2 charts now pulls responses from previous versions of the same chart template.
• Appointment availability API now supports server-side filtering and result limits.

• Resolved chart export errors caused by certain rich-text long answers.
• Fixed child prescription cloning so cloning from a child item copies only that specific item.
• Corrected recurring invoice conversion cases where practitioner assignment could be omitted.
• Fixed v2 intake form date fields with a date mask/placeholder and stricter blank-date handling.

• Practitioners can now delete telehealth transcriptions; deleted text no longer appears in chart views and SOAP notes.
• PDF forms can now be retired from active use. 
• Letter templates can now be activated or deactivated as needed, and unused letterheads can be removed.
• Internal messages can be forwarded directly from the inbox and message views.
• Appointment exports now include appointments linked to programs.
• Quick Invoice now automatically selects a patient's default clinic and supports recording the place of service.

• Resolved issues with missing hot links on checkout invoices.
• Fixed PDF form save errors caused by certain field names.
• Corrected the "Last Visit Day" shown on the My Day dashboard when appointments were canceled.
• Fixed invoice status update windows opening with incorrect parameters.
• Improved document retrieval and resolved PDF generation issues related to unsupported embedded images.