Editing shifts, and eight things that were quietly not working
Nothing you have set up has changed. No hours, no forms, no templates, no prices. Everything below is either something you can now do that you could not before, or something that was quietly not working and now is.
Most of it came from clinics telling us. Where that is the case, it is because somebody sat down and wrote it out, so thank you.
You can edit a shift now, instead of deleting it
Weekly hours, time off and extra shifts can all be changed in place. On a weekly shift, click the hours. On a one-off, use Edit on its row. Moving a shift half an hour earlier is now one edit rather than a delete and a re-add.
If a change removes hours you already have patients booked into, we tell you how many appointments now fall outside your working hours, and on which dates. The change still saves and nothing is moved or cancelled. It is there so you hear it from us rather than on the day.
Making a shift longer never warns about anybody, and an appointment that was already outside your hours is not counted, because that change is not what put it there.
Your record templates now live in Settings
They are under Settings → Record templates, where you can rename, edit or archive them. They were always editable, but only from inside a patient's record, which is not where anyone would look for them.
Archiving keeps every note already written with that template exactly as it is. It only stops the template being offered on new records.
Your medical questionnaire can stop asking twice
Every form starts by asking the patient for their name, date of birth, contact details and address, and then optionally their GP and their next of kin. Those last two were always on and there was nowhere to see them, so a clinic asking for the same details in its own words asked the patient twice.
They are now two tick boxes under Ask for patient details first when you edit a form. Untick either one if your own questions already cover it. Every form you do not touch carries on collecting exactly what it collected before.
Your treatments page says when nothing is sent afterwards
If a treatment has no aftercare form attached, to itself or to its category, its entry now says so. It is a statement, not a warning: plenty of treatments should send nothing afterwards. It is there because until now the only way to find out was to complete an appointment and wait for an email that was never coming.
Things that were not working
- Recording a prescriber's approval failed with an error and saved nothing. It had never worked. It does now.
- Erasing a patient failed outright if they held a signed consent, an ID check or an issued invoice, and showed a database error. Those records are kept by law, so the patient is now anonymised instead and we tell you exactly what was kept and why.
- Exporting invoices for Xero produced an empty file when the date range held no payments, and Xero reported that as an error on its own screen where we could not explain. It now tells you the range is empty and where your payments actually are.
- Aftercare emails could stop for a treatment for good if you edited and republished the form while setting it up. Nothing showed it had happened.
- Patient emails now arrive from your clinic name rather than ours, with replies coming to you.
- The payments page now tells you what Stripe is actually doing. If Stripe is reviewing your details it says so, rather than telling you your setup is unfinished and offering a button that could not help.
Anything you need to do?
No. Everything above is either already in place or waiting for you if you want it. The one worth two minutes is the questionnaire: if you know your form asks for the GP or next of kin in its own words, untick ours and your patients stop being asked twice.