Added a new API Management screen to the settings menu allowing for the creation and management of API keys for use the with PPS API
and API documentation users.
A brand-new PDF viewer has been added that provides new functionality when viewing PDFs including viewing multiple pages, controlling
document zoom, rotating files and more.
Improved the display of the date picker within Custom Form date questions to more prominently display that the year can be easily
changed from a dropdown by clicking the year.
Introduced the new complete appointment screen including the ability to raise charges and make payments to complete events.
Fixed
Resolved an issue giving a page error when attempting to open a Client's details from the Event attendee list.
11-March-2025 - Version PE_v2.0.0027
General Release
General release including changes from beta versions PE_v2.0.0026a -> PE_v2.0.0026c
Speed improvements when loading client details
25-February-2025 - Version PE_v2.0.0026c
Features
Implemented improvements to allow the Consultation Screen to load more quickly.
Added information to the Automations Statistics and Failures Review screen to inform users that Automations data storage is limited to
30 days.
Fixed
Resolved an issue with the 'back' button not working correctly for some sections of the settings screen.
Resolved an issue when a new user is created with no locations or departments present, this would result in the diary availability not being setup correctly.
09-January-2025 - Version PE_v2.0.0026b
New
Automate your workflows with the new Automations feature. This allows you to create custom workflows for routine clinic tasks. Use
Triggers and Filters to define when an Automation should run, and add Actions to specify the tasks the Automation will perform.
19-December-2024 - Version PE_v2.0.0026a
Fixed
Resolved an issue that prevented signing off Consultation Forms when a signature is provided.
12-December-2024 - Version PE_v2.0.0026
New
Added a new 'View Location' button to the client details screen that will open Google Maps for the client's address.
11-December-2024 - Version PE_v2.0.0025
Fixed
Resolved an issue preventing phone numbers containing non-numeric characters such as spaces from being displayed.
10-December-2024 - Version PE_v2.0.0024
General Release
General release including changes from beta versions PE_v2.0.0023a -> PE_v2.0.0023e
20-November-2024 - Version PE_v2.0.0023e
Features
Consultation Notes and Custom Forms can now be signed off by entering the phrase 'sign off' to confirm the action rather than by
entering the log in password.
Updated the styling of the settings page used to enable and disable access to Beta releases.
Updated the styling of the Client Deletion Confirmation Modal.
Fixed
Corrected an error that would cause documents attached to a Client's log to become inaccessible if changes were made to the record.
12-November-2024 - Version PE_v2.0.0023d
Features
The new Client Details screen is now available when adding new clients in addition to viewing and modifying existing ones.
Users can now type in a client's date of birth in addition to be able to use the date picker to make entry quicker when using a
physical keyboard.
A new 'tip' box has been introduced to allow helpful information to be included where appropriate.
Fixed
Corrected an issue preventing the 'Update' button on the users dropdown list on the Diary Availability screen from being clicked when
the list of users extended under the button.
Fixed a display issue with the diary 'Zoom out' button not showing when the user zoomed out their browser.
A client's email address and 'cc' email address can now be removed.
Updated field character length enforcements on the new Client Details screen.
03-October-2024 - Version PE_v2.0.0023c
Features
The Date of Birth field on the Client Details screen now allows the date to be typed in addition to the date picker being used.
A 'Reset Filters' button has been added to the Audit Viewer allowing configured filters to be quickly cleared.
Fixed
Fixed a display issue with text being clipped on the beta release opt-in screen.
All configured Dojo sites will now be displayed in the settings screen, rather than being limited to 10 sites.
All locations are now available from the location drop-down menu when configuring Dojo sites, rather than being limited to 10
locations.
The Country name is now displayed correctly on the Client Details screen for clients added in PPS Express.
Resolved an issue causing the 'Clinical Notes Recorded' icon on the diary to not show that clinical notes had been written if the
Appointment had not been assigned to a Treatment Episode before the Consultation Screen was opened.
Removed a duplicate non-functioning instance of the 'Reference' field on the Client Details screen.
21-August-2024 - Version PE_v2.0.0023b
Features
The client details page of the clients screen has been replaced with an all-new layout that improves usability and accessibility.
The new client details screen is available from within the Consultation Screen by accessing the 'Client Details' option within the
Consultation menu. Users can now review and edit Client information without leaving the Consultation Screen.
29-July-2024 - Version PE_v2.0.0023a
Features
A new favicon has been implemented to match the modern PPS Express branding.
The 'Remember me' tickbox on the log in screen will now display as ticked when there are already saved details.
Unticking 'Remember me' will clear the saved log in details when a user logs in.
Fixed
Corrected an issue where the section of the Complete Appointment screen for selecting Charges to raise would in some circumstances
have gaps between the tiles for Charges.
Users will no longer be able to move an appointment to a slot that would cause the end time of the appointment to run past the end
time of the practitioner's diary availability.
Resolved an issue that prevented users from logging in with passwords that contained certain special characters.
24-July-2024 - Version PE_v2.0.0023
General Release
General release including changes from beta version PE_v2.0.0022a
27-June-2024 - Version PE_v2.0.0022a
Features
Information on available SMS credit bundles is now displayed within the SMS settings screen and bundles can be ordered directly from
this screen.
Dojo sites can now be set to 'No Location' after having previously been assigned to a specific location.
The syling of searchable dropdown menus has been updated to make it clearer when users can type in the dropdown menu to search for
values.
Fixed
The Medical History Questionnaire alert will no longer be displayed a second time following all questions being reviewed.
23-April-2024 - Version PE_v2.0.0022
General Release
General release including changes from beta version PE_v2.0.0021a -> PE_v2.0.0021b
04-June-2024 - Version PE_v2.0.0021b
Features
When a Consultation is linked to a Treatment Episode (either existing or newly created) any Appointment linked to the Consultation
will now also be linked to the Treatment Episode automatically.
A warning will now be displayed when closing the Complete Appointment screen if charges have been raised without being invoiced or
payment having been taken.
Fixed
Incompatible Multi-Charges have been removed from the available selection of Standard Charges when creating a charge on the Consultation, Complete
Appointment and Complete Consultation screens.
Resolved issue with Client export not working.
02-May-2024 - Version PE_v2.0.0021a
Features
Online Booking configuration controls have been added for customers that use PPS Express without a PPS Local or PPS Hosted system.
The Medical History alert will now only be displayed when opening the Consultation Screen if there are questions that are due for
review or have been set to 'Include in Alert'.
The description of a Charge can now be modified when completing an Appointment.
Users can now reveal the password being entered on the log in screen and when resetting the password of another user.
Fixed
Corrected the alignment of the 'Start a new Treatment' button in the add/edit Appointment modal when using Safari on macOS.
Fixed an issue displaying the Treatment Episode name of a previous client's Treatment Episode when adding an Appointment.
23-April-2024 - Version PE_v2.0.0021
General Release
General release including changes from beta version PE_v2.0.0020a -> PE_v2.0.0020c
15-April-2024 - Version PE_v2.0.0020c
Features
The name for new Treatment Episodes being created from both the add/modify appointment screens and the consultation screen will now
default to 'Treatment'. This is modifiable, allowing custom names to still be set as required.
Implemented a new data flow for loading information for settings screens, increasing responsiveness.
Removed unusued options from the record type filter on the client log.
Fixed
Dojo site labels can now be modified after being intially saved.
Resolved an issue preventing the last payment method in the list of configured payment methods from being displayed as an option when
completing an appointment.
Implemented a new method of generating QR codes for 2FA set up to prevent issues with the generation service from preventing the code
being displayed.
Fixed an issue that prevented the creation of systems users that did not have a login for PPS and/or PPS Express.
25-March-2024 - Version PE_v2.0.0020b
Features
Added the option to enable two-factor authentication using TOTP codes for increased account security.
21-March-2024 - Version PE_v2.0.0020a
Features
A completely redesigned user management screen has been implemented that adds the ability to control levels of access for a user for
all areas of the system.
13-March-2024 - Version PE_v2.0.0020
General Release
General release including changes from beta version PE_v2.0.0019a
05-March-2024 - Version PE_v2.0.0019a
Features
A new 'Audit Viewer' has been introduced that allows all actions completed withing the system to be reviewed by the system
administrator.
The option to 'Invoice now, pay later' has been added to the Complete Appointment process. This allows raised charges to be invoiced
without a payment being recorded. A payment can then later be recorded for the invoice.
Fixed
The logo configured on the 'Invoice Settings' screen will now correctly display on downloaded PDF copied of invoices.
The 'Job Title' field is no longer mandatory when setting up a system user.
Resolved an issue displaying information to the user if they attempted to save a Custom Form without answering mandatory questions.
'Paymentsense' payment methods will no longer be available to use manually when recording a payment.
The 'Complete Appointment' screen can now be opened from the client log.
The 'Dojo' button for processing integrated card payments will no longer be active if Dojo has not been set up for the system.
Corrected an issue preventing the 'Medical History' button from being displayed on the Consultation Screen when using a mobile device.
06-February-2024 - Version PE_v2.0.0019
General Release
General release including changes from beta versions PE_v2.0.0018a -> PE_v2.0.0018f
15-January-2024 - Version PE_v2.0.0018f
Fixed
The 'Send Invoice' screen displayed during the 'Complete Appointment' process will now auto-populate the client's email address if
they have one recorded.
An issue creating charges during the 'Complete Consultation' process has been been resolved by requiring either Consultation Notes or
a Custom Form to be present before the 'Complete Consultation' option is available.
Resolved an issue preventing the Modify Appointment screen from displaying appointment information for some systems.
Corrected an error when trying to set an Appointment as 'DNA' if charges and invoices had previously been raised for the Appointment.
03-January-2024 - Version PE_v2.0.0018e
Fixed
Prevent paymentsense payment methods from displaying when manually recording a payment on an Invoice page
Stop invoices automatically generating when starting a consultation
Fix emailing invoices not working from the client log
Display all diary users on the Diary Availability settings screen, not just practitioners
Fix buttons not displaying correctly when taking a photo
14-December-2023 - Version PE_v2.0.0018d
Fixed
Corrected the display of character descenders on the input fields on the view/edit document modal.
The numpad can now be used to enter numbers into the Consultation limit field when creating a Treatment Episode.
Fixed the display of the 'Answer Required' field highlighting for mandatory fields on Custom Forms.
The size of the 'edit' button for charges being added on the Complete Appointment screen has been increased to match the 'delete'
button.
Corrected an issue with a duplicte charge being created when the 'Complete Appointment' button is clicked on the 'Complete
Appointment' screen.
Resolved an error preventing Invoices from being deleted when viewing the Invoice from the Client Log.
Payments can now be recorded against Invoices opened from the Client Log.
Consultations can now be marked as completed when no notes have been recorded. This allows for the completion of a Consultation for
clinics that exclusively use Custom Forms.
Corrected an issue preventing the Complete Appointment modal from displaying the correct Practitioner, Location and Client information
after modifying the Appointment.
15-November-2023 - Version PE_v2.0.0018c
Features
The 'save' button for questions on the Medical History Questionnaire will now be disabled and display an animation whilst the question
is being saved.
Questions on the Medical History Questionnaire can no longer be marked as reviewed when an answer has not been submitted for the
question.
Added a warning on devices that permit it when trying to close the screen, tab or reload the page if there are unsaved questions on
the Medical History Questionnaire.
Fixed
Some icons in the key for the Appointments Diary previously showed as clickable links, this has been resolved.
Updating a treatment episode would not allow you to save without a limit supplied, you can now save without a limit.
Modifying appointments would incorrectly show blank fields if you have no equipment setup in your system.
31-October-2023 - Version PE_v2.0.0018b
Features
The value of a charge can now be edited when raising the charge during the process of completing an appointment.
Users can now send a copy of the invoice via email when completing an appointment.
The display of the reivew date on the Medical History Questionnaire has been changed to better show that this is a read-only field.
The Client Contact page can now be easily reset to make sending multiple emails or SMS for a client with different content easier.
18-October-2023 - Version PE_v2.0.0018a
Features
The Medical History Quesionnaire can be completed for a client from a new tab on the client log.
A new pop-up modal has been introduced when opening the Consultation Screen to alert the user if there are important answers to
Medical History Questionnaire questions or items that need to be reviewed.
The Medical History Questionnaire can be opened in a modal from the Consultation Screen.
A new settings screen has been added to allow for the configuration of the Medical History Questionnaire. Questions can be added,
edited and removed.
11-October-2023 - Version PE_v2.0.0017a
Features
Standard charges can now be configured within PPS Express on the new 'Standard Charges' settings screen.
Appointment Types can be linked to Standard Charges from the 'Appointment Types' settings screen.
A new 'Complete Appointment' modal has been introduced that allows the user to raise additional charges from their configured Standard
Charges when completing the Appointment.
Improvements
Renamed 'User Settings' to 'Personal Settings' to better convey that they apply just to the currently logged in user.
Updated the order of some settings items.
Fixed
Added an asterix to the mandatory 'Treatment Name' field on the 'New Treatment Episode Modal'.
Fixed the alignment of the 'loading' spinner on the Client Export modal.
Corrected the spacing of fields on the login screen on devices running iOS 14.
Fixed an issue with the alignment of the Consultation Screen toolbar icons for some users on desktop devices.
An issue causing the 'Loading User' message to be displayed indefinitely when attempting to edit a system user's or practitioner's
details has been fixed.
Fixed an incorrect message that would state a document had been deleted when a user cancelled the deletion process. The error was a
display issue only, no documents were deleted when the process was cancelled.
Corrected an issue preventing Consultation Notes from being saved when the Consultation had been assigned to a new Treatment Episode
from the Consultation Screen.
Fixed the alignment of the 'view' and 'edit' buttons on the Document modal.
Fixed an issue with some payment methods being displayed off screen when the payment method dropdown menu was opened for systems with
a parge number of payment methods.
The 'View' button to display more information about an Appointment from the record on the Client Log will now display again.
Added suitable maximum lengths for the email and mobile number fields when sending an Online Client Form.
Fixed an issue that was stopping the close button on critical notes within the appointment modal from displaying.
April 2023 - Version PE_v2.0.0017
General Release
General release including changes from beta versions PE_v2.0.0016a.
23-February-2023 - Version PE_v2.0.0016a
Features
Added the ability to assign an Online Custom Form to a Treatment Episode at the time of sending the form to the client.
Emails and SMS can be sent to clients using the new 'Client Contact' tab on the Clients screen. This feature allows for ad-hoc emails
and SMS to be sent to the client as well as being recorded on the client's log.
Changed the maximum length of the Clinic Name field to 50 characters to match PPS.
Added a button to dismiss error messages that are displayed.
Fixed
All configured payment methods will be displayed as options when paying an invoice from the client log.
Fixed a styling issue with the client search modal.
Corrected the position of the PPS Express logo on the log in screen.
The password confirmation pop up displayed when signing off clinical notes will now submit the entered password when pressing the
enter button on the keyboard.
Fixed an issue preventing an error message being displayed to the user when trying to add an appointment with no duration.
Corrected an issue causing appointments to default to the wrong duration if the default slot duration is creater than 30 minutes and
the practitioner that the appointment is being booked with does not have access to the appointment's location.
Modifying blocked out time will no longer change the period from all day to part of the day when the duration or start time of the
clocked out time was not modified.
Fixed a styling issue with the background of the previous searches tab heading on the client search screen.
January 2023 - Version PE_v2.0.0016
General Release
General release including changes from beta versions PE_v2.0.0015a to PE_v2.0.0015b.
17-November-2022 - Version PE_v2.0.0015b
Features
A new Online Client Form report is now available that will display all Online Client Forms that have been sent within the selected
date range.
General improvements to the loading and response times of the diary.
Fixed
Resolved an issue with emailing invoices to clients.
Corrected the alignment of the logo on the logon screen on older iPadOS devices.
Fixed a styling issue on the Attach Document modal.
Fixed an issue with notifications of invalid data input in fields on the logon screen not being displayed.
Corrected an eror preventing the display of signatures within PPS Express that were captured in PPS Local or PPS Hosted.
06-October-2022 - Version PE_v2.0.0015a
Features
Online Client Forms allows users to securely send Custom Forms to clients for completion online. When sent a Custom Form clients can
complete the form online and it will then be accessible within the system to view.
14-July-2022 - Version PE_v2.0.0014f
Features
A 'view' button has been added to Appointment entries on the Client Log to allow the details of a past Appointment that does not have
an associated Appointment Type to be viewed from the Client Log.
Updated the process of generating information for the dashboard to make the process more efficient.
Improved the process of fetching the list of practitioners in the system to disaply on the diary, reducing the loading
time for the diary.
Fixed
Corrected an issue preventing blocked out slots from being moved, modified or deleted.
21-June-2022 - Version PE_v2.0.0014e
Features
Treatment Episodes can now be assigned to existing Appointments using the 'Modify Appointment' screen.
Improvements have been made to the speed of loading the Appointments Diary.
Fixed
Fixed a visual error allowing long Treatment Episode names to appear outside the Appointment Details Modal.
Change appplied to ensure that 'Event' Appointment Types cannot be selected when booking an Appointment.
Fixed a display issue allowing the 'Consultations so far' and 'consultation limit' fields to display a previous value when no
Treatment Episode is assigned to an Appointment.
Update applied to ensure the new Appointment Details Modal is used when viewing an Appointment's details from the Client Log.
Corrected an issue with the allignment of the red outling indicating an issue with data entered when adding blocked out time.
19-May-2022 - Version PE_v2.0.0014d
Features
Dojo integration for processing card payments using a card terminal. When you complete an appointment you can now take payment
directly through PPS Expres using a Dojo card terminal for quick, easy and secure processing of payments!
Fixed
Fixed an issue with the 'Consultations so far' count within a Treatment Episode not being updated when a new Consultation is completed
within a Treatment Episode.
16-May-2022 - Version PE_v2.0.0014c
Features
Appointments can now be assigned to a Treatment Episode whilst they are being booked into the diary. This can be either an existing
Treatment Episode for the client or a new Treatment Episode that is created during the booking process.
The Appointment Details modal displayed when selecting an existing Appointment on the diary has been updated with a new design. This
now displays information on the Treatment Episode that the Appointment is associated to, where present, and allows all information to
be more easily viewed on smaller devices.
Fixed
Fixed an issue with the highlighting of the duration field that shows an invalid entry not being cleared when adding blocked out time
in room view and the invalid entry has been corrected.
28-April-2022 - Version PE_v2.0.0014b
Features
Added an 'Open' button to invoices on the client log to make it more obvious that they can be opened to view the full information.
Fixed
Fixed an error preventing Consultation Notes from being saved.
19-April-2022 - Version PE_v2.0.0014a
Features
Clients can now be added to diary events created in a synced PPS Hosted or PPS Local system. The attendance record can also be
completed or DNA'd.
Custom Forms that are not associated to a Treatment Episode can now be previed from within the Client Log. This also allows the form
to be assigned to an existing Treatment Episode.
A limit for the number of consultations that should be allowed within a Treatment Episode can now be set. This number acts as an
advisory limit to the user which can be exeeded, not a hard limit. This limit can be set when creating a new Treatment Episode or
modifying an existing one.
Fixed
Documents that are uploaded to a client account without being associated to a client record will no longer dislay the current logged
in user as the associtaed user.
The red outline displayed to indicate an invalid seesion when setting up diary availability will now correctly clear when the valid
session details are selected.
Fixed an issue preventing the tooltip from being displayed for scale question types in Custom Forms.
The 'Scroll to top' button will no longer display in PDF exports of reports.
Fixed an error preventing PDF exports created from Custom Forms from being downloaded.
Users with 'own only' settings enabled on their account can now use the advanced client search to search for their own clients.
The 'Remember me' checkbox on the login screen now displays on mobile devices.
Corrected an issue that would prevent more than one client being added from the 'Add Client' screen within the 'Add Appointment' modal
if the occupations lookup list is empty.
Corrected an issue preventing the documents that contained some special characters from being displayed or downloaded.
The quick select menu to choose which practitioners to display on the diary in 'Multi-Practitioner' view will now function correctly
on subsequent uses while using a modible device.
The text within critical notes displayed while booking an appointment will no longer be displayed underneath the critical note's close
button.
The advanced client search screen will now show help information on criteria that can be search for when attempting to search with no
details entered.
The controls to navigate through the list of practitioners in the practitioner selection modal of the diary no longer need to wait for
the diary to load before they are displayed.
Fixed an issue preventing invoices from being emailed from the client log.
The address for a delete client no longer displays as a hyperlink.
iOS users will no longer need to double tap the Consultation Notes text area to display the keyboard.
Corrected an issue preventing changes made to the 'client appointment type', 'client location' and 'client department' from being
saved when the client details are edited.
The 'success' message displayed when adding a new system user is now correctly styled as a success message instead of a warning
message.
The error text now displays correctly when attempting to add a blocked out time reason that is under 4 characters.
01-March-2022 - Version PE_v2.0.0014
General Release
General release including changes from beta versions PE_v2.0.0013a to PE_v2.0.0013b.
14-February-2022 - Version PE_v2.0.0013b
Features
Added room-based view for the diary. PPS Express systems that syncronise with a PPS Hosted or PPS Local system can use the new view
type control to change their view type between single practitioner, multi-practitioner, single room and multi-room views.
Additional help information added to the 'Block out Time' modal to inform the user when mandatory fields such as user and location
have not been entered.
Various images, icons and logos updated to newer file formats.
Fixed
Long client addresses now display correctly on PDFs containing the client information, such as invoices.
Clicking the 'minus' button on a Custom Form numerical field that does not have a default value now sets the value to the lowest
allowed value instead of 1. If additional validation has not been configured for the question then the lowest value will be 0.
The 'Click to Download Files' option on the 'Export Client Details' window now correctly shows the options to create the export again
if the export has been created once and the screen is then reopened.
The diary will no longer automatically refresh when scrolled on a mobile device.
The display of the 'Next Consultation' dashboard item will no longer be misaligned with the adjacent dashboard items.
20-January-2022 - Version PE_v2.0.0013a
Features
Users can now be managed from within PPS Express. The ability to create new users and view, modify and delete existing users has been
added.
Fixed
Fixed an issue preventing the attendee list for events from displaying on mobile devices.
Corrected the display of toolbar icons on the consultation screen that were being cut off on mobile devices.
The alignment of tick and cross icons within Custom Forms displayed in the Consultation History has been corrected.
Updated the label of the 'exclude from processing' control on the reports screen.
Fixed an issue preventing the rooms from loading when blocking out the diary on systems that do not have departments.
17-January-2022 - Version PE_v2.0.0013
General Release
General release including changes from beta versions PE_v2.0.0012a to PE_v2.0.0012c.
05-January-2022 - Version PE_v2.0.0012c
Features
The list of appointment types available to select from when adding or modifying an appointment is now filtered based upon the
department selected.
A PDF export of clinical notes for a client can now be created. The export can be created from either a Consultation History record or
a Custom Form by using the 'PDF' button.
Improved the display of Answer Headings in Custom Forms above questions with multiple answers. When a set of Answer Headings
immediately precedes a multi-answer question with the same number of entries, the Answer Headings will be displayed above each
question entry field.
The process of matching appointment and charge records to a newly created consultation has been improved to make it more efficient.
The diary will now automatically reload to ensure that it correctly fits the new screen size when the device being used is rotated.
Fixed
Change made to ensure that special characters entered into the registration numher do not restrict the registration number to six
characters.
Fixed a spacing issue on the "Exclude clients set as 'Exclude from processing'" heading on reports.
Corrected a typo on the send messages screen.
Fixed an issue with the settings screen being unresponsive for some systems.
The full client address is now displayed on invoices that are printed and downloaded instead of just the first two lines.
Fixed an issue causing the slot highlighting when dragging and dropping an appointment to incorrectly highlight slots with
insufficient availability.
Change made to fix an issue with the attach document modal not displaying the Treatment Episode after the first document has been
attached each time the screen is opened.
The spinner displayed when uploading a new image to the invoice settings screen will no longer show indefinitely in chrome.
Uploading files using Safari on iOS has been fixed.
Fixed an issue with the date fields on the run report screen temporarily displaying incorrectly.
24-November-2021 - Version PE_v2.0.0012b
Fixed
Fixed an issue with the drawing tool being misaligned with the input device when adding annotations to a body chart.
Added an 'm' alongside the appointment duration values in the appointments report to indicate the value is in minutes.
Corrected the display of 'empty' values in invoices reports. Empty values, such as payment values when an invoice has not yet been
paid, now show as '0.00'.
Corrected an issue with the content of the Consultation not displaying on recent iOS versions.
Fixed an issue with slow load times for large Custom Forms.
Fixed the 'more options' ellipsis on the Consultation Screen which was not displaying all available options.
Fixed the 'Need Help?' button on the SMS settings screen.
Corrected an issue that could cause Consultations created for a Client from an Event to lose their link to the original Event.
15-November-2021 - Version PE_v2.0.0012a
Features
Client contact preferences can now be mass updated on the System Settings screen after adjusting the global contact preferences.
This is available under System Settings >> Confirmations and Reminders.
Improvements
Increased the size of the template textarea when setting the text for confirmations and reminders.
Added validation to the Attach Document feature on the client and consultation screens to ensure that a file has been selected.
The consultation history now reloads after attaching a document so that the attached document can be viewed.
After editing a body chart the form will now automatically scroll back to the correct position.
The registration number field on the login screen is now a number field to ease use on mobile devices.
Fixed
Fixed an issue preventing appointment consultations from being linked correctly to the appointment.
Fixed a bug that occurred when clicking the consultation button while on the consultation screen.
Fixed a bug that prevented charges from being added to an appointment that had previously been marked as DNA.
28-September-2021 - Version PE_v2.0.0012
General Release
General release including changes from beta versions PE_v2.0.0011a to PE_v2.0.0011d.
20-September-2021 - Version PE_v2.0.0011d
Features
Updated the invoice layout that is used when producing invoices for clients. This will also now send as an attached PDF when being
invoiced to clients.
Users can now customise the logo and information included on their invoices to clients. This functionality is available under System
Settings >> Invoice Settings.
Fixed
Corrected an error causing some screens to fail to load when accessed from a device running iOS 12 and iOS 13.
Fixed an issue preventing photo capture on the Client Log and Consultation Screen from working correctly on iOS devices.
Fixed an issue preventing the 'Client Match' screen from identifying some potential matches between appointments booked online and
existing clients in the database.
Corrected some incorrect merge fields that were available to choose when setting up appointment confirmation and reminder templates.
Corrected an issue causing information in the 'remaining' column of an invoices report to be incorrect when emailing the report as a
CSV file.
6-September-2021 - Version PE_v2.0.0011c
Features
Opening the Consultation Screen without a Treatment Episode selected will now display a menu for the user to select from currently
open Treatment Episodes for the client or create a new one.
A new 'loading' indicator has been added for Safari to make it clear when the system is loading new information.
An 'Appointment Status' column has been added to the Appointments report.
Fixed
Corrected an issue editing Custom Forms that contain an unedited Body Chart question even when the Body Chart is not a mandatory
question for the Custom Form.
Fixed an error that could remove the base image from a Body Chart if no annotations are added to the Body Chart.
Made a change to fix an issue with the results page navigation buttons appearing unnecessarily on the client search screen if they
have been previously displayed.
Made a change to ensure that the 'Match Client' tab only appears when interacting with an appointment made through Online Booking that
needs to be matched to a client record.
Added a missing error message to the reports page that should be displed when invalid options are entered, such as an invlaid email
address or report dates.
Corrected an issue causing the 'Add Client' tab modal from the 'Add Appointment' modal to retain the previous client's information
when being opened.
Fixed an issue preventing diary availablity from being managed when using the Safari web browser.
Changed the auto save functionality on Consultations to prevent the system auto-saving the notes during or immediately after the user
has manually saved them which would cause the page to refresh for both the manual and automatic save.
9-August-2021 - Version PE_v2.0.0011b
Features
Images can now be taken using built-in and external camera devices to save directly to the client log.
Images can now be taked using built-in and external camera devices and saved as the base image for a Body Chart within a Custom Form.
An unlimited number of Consultations per Treatment Episode can now be viewed in the Consultation History.
Fixed
Corrected the alignment of the 'Yes' and 'No' buttons on the 'Unsaved Changes' modal.
Removed the duplicated empty entry within the 'Title' dropdown menu on the Client Details screen.
Fixed an issue that stopped Custom Forms from enabling the manual save and sign off buttons when only a Checkbox or Radio Button
question type on a Custom Form were changed.
Fixed an issue preventing Reasons for Non-attendance from being managed within PPS Express systems.
22-July-2021 - Version PE_v2.0.0011a
Features
Colour indicators for locations and rooms are now displayed first in the key available on the diary. These items can be configured,
added to and changed by users and so may need to be checked more often whereas the icons and apppointment status colours are fixed.
Added a warning that will be displayed when a Custom Form cannot be saved.
Added 'Estimates' to the list of available record types to filter the client log by.
Fixed
Made the warnings on mandatory questions that have not been completed on Custom Forms more consistent. All question types now use the
same style warnings to let the user know that they have not entered all required information.
Added highlighting to the date of birth in client search results when the date of birth was used to match the client.
Corrected an issue with reports not filtering results based on the 'own only' setting being set against client. Results will no longer
be displayed if the user running the report has 'own only' set in their access controls and the item is not assigned to them.
Fixed an issue preventing rooms from being selected when booking an appointment in systems that use rooms but do not use locations and
departments.
Fixed an issue with charges not being displayed on the client log when the charges filter has been selected.
Implemented a change to prevent an issue with some record updates generating incorrect error messages.
Fixed an issue that could cause some practitioner's names to be duplicated in the dropdown menu for selection of practioners to
display on the diary.
19-July-2021 - Version PE_v2.0.0011
Features
The URL shortener used to give more client friendly links for Video Consultations has been update to always use HTTPS for increase
security.
Updated to a new system for managing software registrations.
15-June-2021 - Version PE_v2.0.0010b
Features
The default client search now defaults to searching by the client's name. This now allows for searching by surname and first name.
New 'Advanced Search' functionality allows for searching of clients by information other than their name. This can be a single piece of information or several items to help find a record when there are many results.
Fixed
Resolved an issue causing free appointment slots to always display as 30 minute slots instead of being based on the default appointment duration.
18-May-2021 - Version PE_v2.0.0010a
Features
You can now move consultations and forms between treatment episodes from within the consultation history.
It is now possible to switch between open treatment episodes on the consultation screen by using the Change Treatment button in the menu.
Improvements
Confirmations for actions on the diary now appear as toast messages.
Loading times on the diary have been improved.
Fixed
It is now possible to open the consultation screen without requiring the system to have practitioners.
Fixed a problem with saving the location of a client when the system does not have departments.
Fixed some validation issues on the sign up form.
Removed the duplicated scrollbar on the consultation screen dropdowns.
Fixed the misaligned icons on the diary information popup.
21-April-2021 - Version PE_v2.0.0010
General Release
General release including changes from beta versions PE_v2.0.0009a to PE_v2.0.0009b.
12-April-2021 - Version PE_v2.0.0009b
Fixed
Made it more obvious when forms and consultations have been signed off.
Fixed an issue where consultations couldn't be opened from the client log if they weren't assigned to a practitioner.
When viewing the audit log, changed fields will now only show for update records.
Fixed timeout issues when saving diary availability.
The consultation form area is now scrollable immediately after clicking to edit a form without having to click in the form area.
Fixed an issue with the currency symbol that displays when viewing a DNA'd appointment that has charges and payments.
Improvements
The client log now refreshes after uploading or editing a document.
30-March-2021 - Version PE_v2.0.0009a
Improvements
Allowing the selection of a department when saving client details.
Improved the print styling of the diary.
Small improvements to the styling on the client search screen.
Small improvements to the styling on the consultation practitioner dropdown.
Added an error message if an incorrect password was entered when signing off consultation notes.
Fixed
Added some spacing between the settings screen sidebar and the main area.
Fixed headings being missing on reports that only contain a single row.
Fixed issues with practitioner selection when switching between multi and single diary modes.
Fixed occasional bug where an empty critical note box would appear at the top of the modal when adding appointments to the diary.
Fixed an issue with automatic appointment confirmations.
Fixed various issues with consultation form validation.
Fixed issue with number question notes not appearing in the form views in the consultation history.
Fixed issue with mouse click scale question answers not appearing in the consultation history.
10-March-2021 - Version PE_v2.0.0009
General Release
General release including changes from beta versions PE_v2.0.0008a to PE_v2.0.0008d.
01-March-2021 - Version PE_v2.0.0008d
Improvements
Improved styling of the loading modal on the consultation screen.
Improved styling of the dropdown arrows on the consultation screen.
Fixed
Fixed the options on the client log filter.
Fixed prepopulating the clients email address when sending an invoice for a DNA'd appointment.
Fixed an issue with selecting a payment type when paying an invoice.
01-February-2021 - Version PE_v2.0.0008c
Improvements
Improved validation messages when completing consultations.
Added ability to choose how many records to see on the client log per page.
Hidden the forms section on the consultation history if there are no forms in the treatment episode.
Fixed
Fixed calculations on the charge, invoices, and payment reports when choosing to exclude non processable clients.
Fixed the auto selection of the client when choosing to book another appointment from the diary.
Fixed the practitioner selection when viewing the multi practitioner diary.
06-December-2021 - Version PE_v2.0.0008b
Fixed
Fixed an issue with sending test reminder emails from the settings screen.
Fixed graphical issue with the appointment type select box when booking an appointment.
Chart image no longer appears underneath the controls when editing a body chart.
Fixed an issue which prevented the complete appointment button being clicked again after the appointment had been completed.
Error handling for documents has been improved to handle download attempts on documents that cannot be found.
Styling of validation messages has been fixed on the create treatment form.
The date picker on custom forms is no longer limited to 10 years ahead and behind the current year.
03-December-2020 - Version PE_v2.0.0008a
Fixed
Running the appointment report now returns results.
It is now possible to access consultations from the client log.
Fixed a graphical issue on the diary availability setup which cut off the AM/PM text on certain devices.
Fixed the positioning of the diary legend for call handling users.
Fixed a graphical issue with the datepicker on the client details page.
Improvements
Improved the email text sent to the client when starting a video consultation.
Added more information regarding the contact email set on the user settings page.
11-November-2020 - Version PE_v2.0.0008
General Release
General release including changes from beta versions PE_v2.0.0007a.
04-November-2020 - Version PE_v2.0.0007a
Features
Added text chat to the video consultation.
Improvements
Can now change which camera is used during a video consultation.
Rearranged some of the fields when adding a charge to a DNA'd appointment.
26-October-2020 - Version PE_v2.0.0007
Improvements
Improvements made to the migration process from Express v1 to Express v2.
22-October-2020 - Version PE_v2.0.0006
General Release
General release including changes from beta versions PE_v2.0.0005a to PE_v2.0.0005b.
21-October-2020 - Version PE_v2.0.0005b
Improvements
Video consultations will now always default to using the front facing camera on mobile.
Fixed
Fixed an issue with the logout button icon.
Improved functionality of the video consultation, including mirroring the users own video feed and fixing the screen sizes.
Styling improvements on the video consultation screen.
14-October-2020 - Version PE_v2.0.0005a
Improvements
New improved design for the video consultation screen.
User can now toggle their own camera during video consultation.
Fixed
Fixed issue causing the notes pop up to appear when hovering over appointments without any notes.
Fixed more call handling bugs.
Fixed minor issue causing the wrong checkbox to be toggled when clicking a label on the start video consultation modal.
Fixed issue causing video consultations to appear mirrored.
1-October-2020 - Version PE_v2.0.0005
General Release
General release including changes from beta versions PE_v2.0.0004a to PE_v2.0.0004d.
30-September-2020 - Version PE_v2.0.0004d
Fixed
Fixed a few issues with call handling functionality.
Fixed issue leaving the modal empty after submitting feedback.
Fixed issue preventing alerts from being closed on the diary.
22-September-2020 - Version PE_v2.0.0004c
New Features
Document management added to the client log and consultation screens allowing the attaching and modification of client documents.
Fixed
Fixed a few issues with call handling functionality.
Preventing navigation away from the user settings screen if a password reset is required.
Improvements
Improved styling of the diary.
Form categories now appear in alphabetical order.
Improved some styling on the consultation screen.
02-September-2020 - Version PE_v2.0.0004b
Fixed
Fixed issue with moving appointments on the diary if availability location and departments are mismatched.
Fixed source of introduction list on the sign up form.
Improvements
Improved styling of the diary availability select menu in the settings.
24-August-2020 - Version PE_v2.0.0004a
Fixed
Fixed an issue with the date picker on form questions.
Signature question headings now display correctly.
The text on the "Select Today" button on the diary date picker is now visible.
Some layout issues on the sign up form have been resolved.
Improvements
Added some controls to the signature question type so that you can easily save, clear, and cancel a signature.
05-August-2020 - Version PE_v2.0.0004
General Release
General release including changes from beta versions PE_v2.0.0003a to PE_v2.0.0003d.
05-August-2020 - Version PE_v2.0.0003d
Fixed
Fixed various issues with the answer headings question type on consultation forms.
Fixed resolution of consultation form merge fields.
Fixed an issue in the consultation history where clicking on the consultation notes would hide the consultation forms.
Stopped a warning from appearing on the diary when in multi diary view and no default diary user is selected.
Fixed bug on the diary when clicking through to the client details from an appointment.
Improvements
Improved design of the messaging screen.
Improved zooming on consultation form body charts.
27-July-2020 - Version PE_v2.0.0003c
Fixed
Displaying body charts created in PPS in a read only state.
Improvements
URLs generated for video consultations have been shortened.
Displaying warning if attempt is made to create appointment at a location or department a user does not have access to.
23-July-2020 - Version PE_v2.0.0003b
Fixed
Issues with mandatory questions on consultation forms.
Ability to preview documents on the client log.
Warning that is displayed on the diary if no diary user is selected.
Increased character limit of name field when signing up for Express.
Ability to select body chart annotation on a mobile device.
Fixed issue saving text annotations on body charts.
Prevented a consultation form from jumping to the top while editing body chart.
04-July-2020 - Version PE_v2.0.0003a
New Features
Twilio integration for video consultations.
Improvements
Invoice screen overhaul.
01-July-2020 - Version PE_v2.0.0003
Fixed
Improvements made to accuracy of client search results.
Styling issues on the System Settings screen.
More useful error messages displayed on appointment type and blocked diary reason management.
Styling issues on the Consultation screen.
04-June-2020 - Version PE_v2.0.0002
New Features
BoomSMS account management added to Settings screen.
Fixed
Issue with client email not populating when completing appointments.
20-May-2020 - Version PE_v2.0.0001a
New Features
BoomSMS account management added to Settings screen.
19-May-2020 - Version PE_v2.0.0001
New Features
Completely overhauled Settings screen.
Redesigned diary availability setup, allowing admin users to manage availability for all practitioners.
Improved appointment type management allowing unlimited number of appointment types.
Improved reasons for non attendance management allowing unlimited number of reasons for non attendance.
Improved blocked time reason management allowing unlimited number of blocked time reasons.
23-March-2020 - Version PE_v2.0.0000g
New Features
Added new Express sign up form.
Fixed
Issue with changing currency also removing the system from Express Only.
Styling of the occupation field on the add client modal.
Prevented access to the consultation screen without an active treatment episode.
Fixed an issue preventing all practitioners from being available on the consultation screen.
Prevented access to private consultations in the consultation history.
Improvements
Added more information to the Next Consultation tile on the dashboard.
Improved the styling of the title on the client screen.
11-March-2020 - Version PE_v2.0.0000f
New Features
Added link to edit a consultation form from the consultation history.
Fixed
Preventing appointments marked as DNA from appearing on the dashboard.
Fixed an issue deleting custom forms on the consultation screen after a form has already been deleted.
Fixed saving notes on DNA appointments.
Fixed validation bug on the report date fields.
Fixed issue with modifying diary blocked time.
Improvements
Displaying a modal when login session has timed out.
Improved label on the consultation toolbar.
02-March-2020 - Version PE_v2.0.0000e
Fixed
Added "All Types" option to client log filter.
Hidden filters on client log based on access rights.
Fixed height of main menu on mobile devices.
Added hover styling to various buttons.
Fixed missing icon on client search bar.
Fixed issue with client search bar on mobile devices.
Improved labels on add client screen fields.
Fixed own only validation on blocked time management.
Fixed own only validation when viewing the diary.
Fixed issue with deleting custom forms on the consultation screen.
19-Febuary-2020 - Version PE_v2.0.0000d
Fixed
Fixed issues to do with completing consultations.
Security improvements.
Improvements
Checking remember me on the login screen will now also remember your serial number.
You are now informed if your password should be changed due to it not meeting security standards or if it has been reset by an admin.
04-Febuary-2020 - Version PE_v2.0.0000c
Fixed
Diary modals fixed for IE.
Activity Templates fixed for Express only.
Diary Availability fixed for Express only.
Appointment Types fixed for Express only.
RFNA reasons fixed for Express only.
Blocked Diary Reasons fixed for Express only.
Various security issues fixed.
Improvements
Medical History information hidden if client has no history.
20-January-2020 - Version PE_v2.0.0000b
Improvements
Express overhauled with new API backend.
Many improvements to UAC.
20-November-2019 - Version PE_v1.4.0011a
Improvements
Improvements to the styling of the header and footer areas.
15-May-2019 - Version PE_v1.4.0011
General Release
General release including changes from beta versions PE_v1.4.0010a to PE_v1.4.0010d.
29-January-2019 - Version PE_v1.4.0010d
Fixed
Fixed issue with radio and checkboxes appearing invisible.
Improvements
Added fixed diary legend for call handling users.
17-December-2018 - Version PE_v1.4.0010c
Fixed
Fixed an issue that caused the wrong system's diary to load for call handling users.
Fixed an issue where the registration date was missing for clients that had been added via the diary.
15-November-2018 - Version PE_v1.4.0010b
Fixed
Resolved an issue viewing PDF documents using Microsoft Edge.
Fixed an issue downloading and emailijng invoices from the client log.
Corrected appointment modal styling issue when using mobile devices.
Fixed an issue preventing the diary from automatically reloading when using the diary in full week view on a mobile device.
The 'County' label on the client details screen is now correctly labelled.
Corrected the alignment of the diary view button on iOS devices.
& and < characters in custom form answers no longer cause an error when saving the custom form.
Fix to ensure only the fields completed by the client during the online booking process are displayed to the user when matching the appointment to an existing client in the database.
Changed the diary practitioner drop down selection to fix an issue displaying some practitioner's names off screen when using a mobile device in landscape mode.
Fix to an issue when typing a client's date of birth instead of using the date picker.
04-September-2018 - Version PE_v1.4.0010a
New Features
Critical notes now appear when adding and completing appointments.
Fixed
Fixed bug with deleting appointments from the client log.
Non alphanumeric characters entered on iOS devices now appear in PPS correctly.
Validation no longer prevents unrestricting clients.
21-August-2018 - Version PE_v1.4.0010-HF
Fixed
Client export now working.
Fixed an issue where the diary could be interacted with while a modal was open.
Fixed an issue with the appointment details modal being cut short on the client log.
Fixed an issue with zooming on the diary.
14-August-2018 - Version PE_v1.4.0010
New Features
General release of beta.
09-August-2018 - Version PE_v1.4.0009f
Fixed
Fixed an issue with appointment menus appearing off screen on the diary.
Fixed an issue with checking export access rights when exporting client data.
Fixed some styling issues on the client log.
Fixed some styling issues on the client search screen.
07-August-2018 - Version PE_v1.4.0009e
New Features
Appointments can now be managed directly from the client log.
Call handling users can now manage multiple systems at a time using different tabs.
Fixed
Date pickers on the report screens now work correctly on mobile devices and can be manually entered.
31-July-2018 - Version PE_v1.4.0009d
New Features
Event attendees can now be matched to a client if an attendance record exists without a client.
Modifying DNA'd appointments is now possible from the diary.
Fixed
Mandatory client fields are now respected on the diary add client modal.
Global diary dates are now shown correctly, e.g. New Years Day.
Fixed an issue with emailing and downloading invoices from the client log.
Fixed an issue with the client log status key.
Improvements
Improved how diary notes are displayed.
17-July-2018 - Version PE_v1.4.0009c
New Features
Added the functionality to record objection by the client to their data being processed. This objection is available as a criteria in reports to allow these clients to be excluded from report results.
Added functionality to allow the restriction of a client record. This will prevent any further use, change or removal of the client's data until the restriction is lifted.
A full client record can be exported in both PDF and machine-readable formats.
Added ability to exclude clients who have chosen to be excluded from processing from reporting.
Added ability to delete treatment episodes from the client log.
Fixed
Fixed an error displaying the Medical History when answers contain multiple lines.
Corrected an issue causing the buttons on the client details screen to be misaligned when a message is displayed.
Fixed issue with appointments report.
Fixed issue with adding payments to completed reports.
Charge icons on the diary now reflect the status of the charge.
Improvements
Replaced the client delete screen with a pop-up modal.
Change to the process of client deletion to comply with the concept of full person data removal. Personal information for the client is removed from the database audit upon deletion of the client and no personal information for the client will remain.
Any existing accounts records for the client will be retained in an anonymous format.
Improved entering client date of birth on mobile devices.
01-May-2018 - Version PE_v1.4.0009b
Fixed
Fixed an issue with the diary date picker header.
Improvements
Colour improvements to the diary.
Improvements to the diary icons.
The hover effect for viewing diary notes has been improved.
24-Apr-2018 - Version PE_v1.4.0009a
Fixed
Fixed issue with the send message buttons on mobile devices.
Fixed the help link in the footer.
Fixed a bug whereby appointments running after 11:30pm broke the diary.
Improvements
It is now possible to dismiss alert messages on the diary after performing actions.
17-Apr-2018 - Version PE_v1.4.0009
Improvements
New general release containing fixes and improvements from the latest beta.
10-Apr-2018 - Version PE_v1.4.0008c
Fixed
Fixed charges icon on diary appointment menu.
Improvements
Can now quickly move between diary weeks.
03-Apr-2018 - Version PE_v1.4.0008b
Fixed
Fixed issue with certain calendar dates on the diary, i.e. new years day etc.
Fixed issue with diary notes throwing out the order of appointments.
Fixed the feedback button on the diary screen.
Prevented the timing out of custom forms if on the consultation screen too long on an iPad.
Hidden dashboard statistics from call handling users.
Improvements
Fixed some visual issues with the diary.
Call handling users can now access beta systems via the non beta version.
"Gender" field renamed to "Sex".
Improved some of the wording surrounding enabling/disabling beta.
Added a message to the login screen when switching from general release to beta and vice versa.
Prevented accidentally double saving some forms, e.g. adding clients.
Showing the client address on the new diary when searching for clients.
Clicking book another will now automatically select the client of that appointment.
Disabled the chrome auto fill on the client forms.
Pressing the back button will now close any open modals on the new diary screen.
Added ability to change the zoom level of the diary.
Added room and location indicators to free diary slots.
Hovering over appointments on the diary will now display any notes on that appointment.
Improved the icons on the appointment slots.
Added additional information to the information box on the new diary screen.
29-Jan-2018 - Version PE_v1.4.0008a
Improvements
Overhaul of the diary areas.
29-Jan-2018 - Version PE_v1.4.0008
Improvements
Improved the design of the reporting sections.
Improvements made to the beta access areas.
Call handling users are now given a default diary user when logging in.
28-Sept-2017 - Version PE_v1.4.0007
Improvements
Restricting access to certain settings for call handling users.
12-Sept-2017 - Version PE_v1.4.0006
New Features
Call handling company functionality added to Express
Client notes set in PPS now appear on the client details page
Improvements
Improved styling of the reset password email
Improved error 500 page
Feedback can now be sent on mobile devices
Improvements made to the Express only SMS/Email confirmation settings area
Style of client details header updated
Improved highlighting when matching Online Booking clients
Fixed
Fixed link on the dashboard to the knowledge base
30-Aug-2017 - Version PE_v1.4.0005
New Features
Call handling functionality added to Express
Invoices can now be emailed directly from the client log
Consultation auto saving can now be enabled from the settings screen.
Improvements
Text changes to the feedback module
15-Aug-2017 - Version PE_v1.4.0004
New Features
The currency used for invoices and payments can now be set from the settings screen
Improvements
Express now directly handles the emailing of reports
Improved the style of emailed reports
08-Aug-2017 - Version PE_v1.4.0003
Fixed
Stopped encoding list values
The current user will now be automatically selected when entering the consultation screen.
Fixed DNA reasons for Express only systems
Improvements
Added button to view all consultations from the consultation page
Added total when viewing invoices on the client log
Feedback confirmation is more descriptive
It is now possible to search for clients by date of birth
12-Apr-2017 - Version PE_v1.4.0002d
Fixed
Express consultations were defaulting to the top diary user in list
Look ups would not save if any were blank
Appointment were not clickable when hiding practitioners not available on the selected day on multi-diary view mode
04-Apr-2017 - Version PE_v1.4.0002c
Improvements
Increased the display time of the appointment added success message
Updated the design of the login page
Improved information displayed when entering an invalid or incorrect email when trying to reset a password
07-Mar-2017 - Version PE_v1.4.0002b
New Features
Added the option to hide practitioners from the diary on days that they are not available
Added feature to open google maps for a client's address
Improvements
Improved the display of the notification indicating a client needs to be selected
Added the ability to download invoices as a PDF
Added support for systems that do not have a diary for any users
Fixed
Corrected an issue with the alignment of the custom form dropdown menu
Resolved an error causing blocked out time to be set incorrectly when modified
Fixed and alignment issue with the save custom form button
Correction for an error entering Date of Birth on the Edge browser
23-Feb-2017 - Version PE_v1.4.0002a
Improvements
Multi Diary View label change for better clarity
Disabled browser autofill on various input fields
More weeks are now available on the book screen
Consultation box is now expandable
Template test email/SMS function now contains the D.O.B merge field
Fixed
Delete appointment text was misaligned in mobile view (landscape)
Username block in mobile navigation no longer breaks if user has a long name
Appointment complete screen text overlap
Various typos
Reset Password Option Not Working in certain scenarios
404 from clicking "consultation" of event attendee
When multi diary view is enabled, incorrect diary date is displayed the first time the diary is opened
Error handling missing from DOB fields
Diary User Selection not working on mobile device
Diary Settings not savings for systems in certain scenarios
Client details screen mismatch
Merge field button does not work in Express
Certain symbols in consultations not displaying correctly in Express
When using the date select in Express, shows the following month
Changes to blank settings fields not saving
If no date of birth is entered todays date is entered as their date of birth
Some Express users unable to change settings
Removed 'new' marker on messages in outbox
Text change on reply button in outbox
Hide 'doctors surgery' on express only systems
08-Feb-2017 - Version PE_v1.4.0002
New Features
Delete client functionality.
Improvements
Messages screen improvements.
Client screen improvements.
Reports screen design improvements.
Book screen design improvements.
Client search screen improvements.
Fixed
Some client details were not being displayed for clients with no medical history.
Some access rights not being correctly applied.
Calendar icon on add client screen not selectable on mobile devices.
Appointment duration box alignment issue.
Consultation notes diary indicator not showing notes as complete in some situations.
10-Nov-2016 - Version PE_v1.4.0001a
New Features
Online Booking V3 client matching facility
Improvements
Text handling on the Client Details Screen
Feedback form improvements
Multi diary view setting now informs the user that it require at least 2 practitioners to be selected before the setting can be enabled
Client search now includes ability to search on phone numbers
Fixed
Login page could still be accessed when logged in, causing confusion.
07-Nov-2016 - PE_v1.4.0001
New Features
View documents that exist in the PPS Hosted system from the Client Log and Consultation screens
Client Log - new Status Column for improved user experience
Messages - you can now view all inbox items and view all sent items
Diary - quick switching method provided so the user can click through multiple weeks without having to wait for each page load.
Diary - Multi practitioner diary view can now be turned on from within the settings area
Improvements
PPS Express - Look and Feel Improvements to Overall Template
Dashboard Improvements
Search Screen Improvements
Security Improvements
Email Address field is now included for the Client Report
Use default appointment type when booking appointment
Display character count when editing SMS template
Centre align text on Client Search screen for improved UX
Make slot size correlate to appointment duration
Removed the "<< inbox" link from messages screen if on the inbox or outbox pages.
All users can now message non-practitioners
We now prevent completed custom form/consultation notes being discarded
Logout message more descriptive regarding why you have been logged out
"Error: The following items require attention" when medical history questions need attention has been fixed.
Ignored field length when using drop down answer questions has been fixed
Mobile view fix - display "next consultation" instead of "appointments today".
Fixed
Certain validation on email fields were missing
Charges were not being created in a specific scenario
Own only setting did not apply to reports
New clients were not being marked as new.
Move appointment function did not schedule activities
We now warn users when information entered in field will be truncated
'Appointments Today' did not load current day/week in the diary
Manually entering DOB on Add/Edit Client screen broke the calendar date picker
Save and Cancel buttons were not the same size
When blocking out time, the wrong time got blocked under a certain scenario.
DNA Appt info was missing when the slot is re-opened.
Appointment Details screen was missing in beta mode
Appointment Details buttons was not the same size
Consultation tile text was misaligned on ipad resolution
Loss of colour/slots on the last diary column on both week and all practitioner views on iPad has been fixed
'Next Consultation' loaded random diary time on mobile devices
Nothing displayed if user does not have diary access.
Move slot info box size did not correlate to appointment duration
28-Oct-2015 - PE_v1.3.0006
New Features
Express-only users can now edit their default booking confirmation / reminder templates from Settings > Templates.
It is now possible to choose which options (if any) are used.
Separate templates are available for both email and SMS.
Available merge fields are displayed in the new menu (in edit mode).
Test emails / SMS can be sent out.
Standard Charge Price Profiles now apply to appointments and RFNAs. Individual charge amounts can be set based on the practitioner and / or location.
Improvements
Reports can now be emailed out as a .CSV file attachment.
The diary on phones, in "full week" view, will automatically scroll down to the day selected.
Added a 'remaining' column to invoice reports to show the amount remaining (taking own only settings into account).
Updating diary setup now extends the diary for a year from the current date.
It is now possible for Express-only users to edit Appointment Types, Reasons for Non-Attendance and Blocked Time Reasons.
On the Client Log, charges and payments are now displayed under their corresponding invoices.
Fixed
Fixed a display bug when appointments overlap back-to-back availability slots.
19-Aug-2015 - PE_v1.3.0005d
Fixed
Some invoices were not being paid off correctly.
12-Aug-2015 - PE_v1.3.0005
New Features
It is now possible to block out time from the PPS Express diary.
Improvements
All data now reflects location and department-based restrictions set in PPS.
The Client Log will display all data as normal but access to view, edit or delete data the user does not have access to is forbidden.
Added a "Book Another" button to menu on reopened appointments.
It is now possible to raise zero-rated charges.
New look and feel for the Client Search screen.
Logins from PPS Express are now recorded in the PPS audit.
Blocking out time now offers 'All Day' which will default to the opening hours set in the appointment configuration screen.
Fixed
Future booking confirmations and reminders are now marked as complete when marking an appointment as DNA.
Fixed an issue where changing a username in PPS could cause issues with Express.
Fixed an issue with some invoices not synchronising.
03-Jul-2015 - PE_v1.3.0004h
Improvements
Minor Reports output update.
03-Jul-2015 - PE_v1.3.0004g
New Features
Added a simple Client List report, searchable by registered date.
Invoices can now be deleted -- this includes all associated charges and payments.
This process will automatically re-stock as appropriate.
Payments that are allocated elsewhere or have an amount remaining on account will not be deleted, simply updated.
Fixed
Password updates were not being stamped in the audit in certain circumstances.
13-Apr-2015 - PE_v1.3.0004f
Fixed
Some instances of deleting appointments were not being recorded correctly in the audit.
10-Apr-2015 - PE_v1.3.0004e
Fixed
Fixed an issue with saving diary availability.
Fixed an issue where some clients were seeing multiple versions of charges being emailed out to their clients.
01-Apr-2015 - PE_v1.3.0004d
Fixed
Rare file availability issue has been resolved.
Some users were seeing issues when moving blocked time or diary notes.
25-Mar-2015 - PE_v1.3.0004b
Fixed
Appointments booked via Online Booking were losing their booking source.
Some clients were seeing issues with paying off invoices.
19-Mar-2015 - PE_v1.3.0004a
Improvements
Added the Book Another button to appointment diary popups.
Fixed
Medical History display was causing issues for a small number of users.
Appointment types for some users were not displaying correctly.
Problems with DNA'ing an appointment with a charge but not marking as paid.
Medical History on the client log was not displaying in some instances.
17-Mar-2015 - PE_v1.3.0004
New Features
Can now move through reports pages quickly and easily, options to jump to a particular page, change number of records per page, etc.
Displays page totals and overall totals.
Date restrictions have been removed.
Numerous speed and user interface improvements have been made to the diary.
Events: Attendees marked as DNA now display under the event, rather than at the end of the day.
DNAs: The DNA screen will now default the DNA tick box to on.
Fixed
DNAs: Can no longer mark an appointment as reopened without also marking it as DNA.
Dashboard: Next appointment tile no longer detects blocked appointments.
Dashboard: Revenue tile now displays 5-figures properly.
Custom Forms: Forms saved within an existing treatment episode now link correctly.
Reports can now only be sent if the user has export rights.
Saving a custom form within a current consultation now links correctly.
Appointments: Modifying blocked time, in some cases, was removing the duration.
General: Issues with special / control characters throughout the system have been resolved.
Diary: RFNAs containing characters like '<' were not displaying or saving correctly.
Consultations: New lines and other special characters save and display correctly.
DNAs: Can no longer save an appointment as DNA with zero-rated charges.
Merge Fields: Some client detail merge fields were not resolving.
06-Oct-2014 - PE_v1.3.0001-59bfa8c
New Features
Create, view and edit custom forms from the consultation screen. This includes favourite forms and appointment type-specific suggestions.
Improvements
Option to display the full diary week in mobile view.
Fixed
Diary Setup: Some users were seeing their availability wiped.
Consultation: Can no longer edit signed off / private notes.
18-Aug-2014 - PE_v1.2.0003a-603aecd
Fixed
Appointments: Certain access rights were causing display issues.
12-Aug-2014 - PE_v1.2.0003-039afa3
Improvements
Users with own-only access will now not see the diary user drop down on the diary.
Fixed
Access Rights: Applied to dashboard items.
Clients: Own only users experiencing issues whilst searching.
07-Jul-2014 - PE_v1.2.0002-b542d4e
New Features
Added a legend for the new diary screen icons.
Can now receive messages -- new messages notifications are displayed on the dashboard and menu bar.
Dashboard live tiles -- information displayed upon login and updated automatically including next appointment, number of appointments today, revenue, etc.
Can send one message to multiple PPS users at once.
Improvements
Messages: Can now send to any PPS user.
Client log is now sortable by any column.
Consultation notes: To avoid losing formatting, RTF notes are currently not editable.
Fixed
Consultation notes: Physio font has been added.
30-Apr-2014 - PE_v1.2.0001-810287a
New Features
Diary availability can now be set in the settings screen.
Now possible to email report information in HTML format.
Improvements
Added appointments list report.
Client reference is now displayed on the appointments screen.
19-Mar-2014 - PE_v1.2.0000-827d860
New Features
Mobile view now defaults to a single day view which can be navigated via the menu.
Additional information per appointment is now displayed on the diary -- including a client's current outstanding balance, treatment episode appointment count and more.
Ability to run simple reports -- appointments list, charges, invoices and payments.
Improvements
Diary styling improvements.
Fixed
DNA: Blank charges / invoices were being created incorrectly.
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