For customers with ledger sync, managing family finances just got simpler. You can now see outstanding balances grouped by guarantor, so it's clear who owes what - no need to dig through multiple records.

Your web-based forms and packets are now synced to iPad. This means your intake workflows remain consistent whether patients complete forms at the front desk, from home, or on a tablet.

We’ve also refreshed the widgets page and renamed it online booking links. Now it's even easier to create, manage, and share customized booking links tailored to different appointment types or patient groups.

We’ve given the online booking tab a sleek redesign, focusing on clarity and ease of use. You should still find all the functionality you expect with an easier to understand experience.

Accidentally deleted a form? No problem. You can now restore deleted forms from the forms tab meaning no more lost work or frustrating rebuilds.

We’re excited to announce that in-app messaging is now available on iPads! You can now view and manage patient conversations directly from the iPad app - making it even easier to stay connected. You’ll see a new “Messages” tab in the navigation bar next to the schedule. Now you can message patients from iPhone, iPad, and web!

Beginning next week (5/5) users will notice that we have updated messages so patients who share the same phone number will have their messages consolidated into a single ‘Family’ thread.

Messages are visible across all linked profiles, and manual and automated messages are logged under the unified thread while maintaining individual patient associations.

Read more about it here.

We have updated our online booking appointment setup to give you more control over which appointments new vs. returning patients can book, and made the experience more modern, intuitive, and overall simpler for you and your patients.

Learn more here.

We've updated the language on the forms home page to be more specific so you know exactly how forms were sent to your patients and by whom.

Previously the text said ‘Sent via template’ if a form request was sent via any template. Now it says ‘Sent via [exact template name]’ e.g. ‘Sent via Reminders’. Manual requests say ‘Sent by [user name].’

Learn more about managing forms here.

We've gotten frequent feedback that patients don't realize that they have to confirm their appointments first, and then complete their forms.

We have updated the APPOINTMENT_REGISTRATION smart command in your Reminders sequence to make it clear to patients that they are being asked to confirm their appointments AND complete any outstanding forms.

Read more about it here.