Chart: Navigates to a chart, hiding non-charting tools by default.

Plan: Loads a split view with chart/plan and summary information.

Perio: Allows for faster navigation.
📈 Chart Summary: A new table displays current conditions, existing work, and completed work.

0–6 years: Deciduous

6–7 years: Central Incisor

7–8 years: Lateral Incisor

9–10 years: First Molars

11–12 years: Canine & Second Molars

12+ years: Permanent

🚀 Reviews and Internal Feedback

🚀 Documents v2 Early Access

🚀 Online bookings v1

💄 Improved UI when editing a patient profile to show more information on larger screens for less scrolling

💄Improved font size and layout for better readability.

💄Changed the location of appointment icons

🚀 Added dynamic icons for deposit requests.

🚀 Appointment shortcuts now support discounts, fixed and dynamic pricing.

📈10 x faster performance .

🚀 Added block event types to give more accurate reporting and dashboard widgets.

🚀 Ability to create treatment plans and automatically link them when creating an appointment, when creating a treatment plan automatically insert appointment name into the treatment plan.

🚀 Ability to link existing plans to an appointment

🚀 Quick toggle between deciduous and permanent teeth

🚀 Non adjacent surfaces can be charted

🚀 Added new UI, additional columns and advanced filters for lab jobs in the global area

🚀 Added appointment reordering buttons as well as manual order entry

🚀 Added appointment shortcuts to treatment plans with the ability to exclude appointment shortcuts from either appointments or treatment plans

🚀 Added colour coding to appointments

🚀 Added a quick create appointment button

🚀 Added quick edit appointment title button

🚀 Added private booking comments which don't get shown on documents or plans

🚀 Added quick item search individual appointments for faster item entry

🚀 Added favourites buttons to pin favourite items to the treatment planner

🚀 Added treatment items list to view a list of items instead of the need to search

🚀 Added category filters which allows you to filter multiple categories at once

🚀 Added a bulk delete option to allow for faster deletion of treatment items

🚀 Added quick edit of appointment time

🚀 Added quick edit of appointment title

🚀 Added drag and drop for item reordering

🚀 Added auto accept patient status, when work begins the system will auto accept a treatment plan

🚀 Added auto complete treatment plan, when all items have been complete or rejected the system will automatically change plan status

🚀 Added plan overview UI, each notch in the progress bar represents a proposed treatment and when complete the notice goes to green

🚀 Added new total proposed and completed costs to plan overview screen

🚀 Added ability to create a note against a treatment item form the planner screen

🚀 Added a note preview hover for item specific notes

🚀 Added ability to view clinical notes summary from any screen

🚀 Added quick print/export button for all clinical notes

🚀 Added ability to disable auto notes feature

🚀 Added archive of auto notes when an item is marked as incomplete

🚀 Added tooth specific filtering of clinical summary

🚀 Added note type filtering of clinical summary

🚀 Added ability to automatically insert a custom note on completion of specific treatment items

🚀 Added a practitioner filter for the clinical summary

🚀 Added ability to send a payment link to a patient to request a deposit which goes straight into the patients account credit

🚀 Added advanced deposit request global area to see all outstanding deposit requests

🚀 Added patient payment page which allows patients to pay requests

🚀 Added auto receipt which informs patient of a successful payment

🚀 Added dashboard widget which shows all deposit status

🚀 Added ability to customise the expiry date of request links

🚀 Added the ability to create a deposit request from a treatment plan

🚀 Added the ability to link a deposit request to an appointment

🚀 Added dynamic icons to appointments to show if a deposit is required and when a deposit request has been paid

🚀 Added deposit request calendar live update events

🚀 Added deposit request report

🚀 Added new grouped date fields to allow some reports to be grouped by day, week, month, year for better comparison and custom chart generation

🚀 Added new reports Un-invoiced items, Deposits

🚀 Added locations tag to all reports

🚀 Added surcharge columns to all applicable reports

🐛 Limit the date range of certain reports to improve report performance

🚀 Added ability to set who pays a surcharge and automatically adjust the surcharge amount based of a figure you set

🚀 Added ability for each payment method to have surcharges

🚀 Added stripe surcharge integration

🚀 Coming soon (automatic HICAPS and Tyro surcharge calculations)

🚀 Added ability to manually added or update a surcharge per transaction

🚀 Added ability to print account credit receipts

🚀 Added ability to backdate payments and refund

🚀 Added ability to backdate invoices and issue dates

🚀 Patient ID now gets recalculated when invoicing so if a patients health card has changed since proposal it will automatically update to the new ID

🚀 New documents system which will be replacing the current one due to be deprecated in 2025

🚀 Accurate page sizes

🚀 Dynamic page numbers and headers

🚀 Table of contents supported

🚀 Ability to create custom styles and settings

🚀 Ability to import basic word documents

🚀 Ability to export to word

🚀 Ability to export to PDF

🚀 Ability to send directly to a patient and records directly to the patients CRM

🚀 Ability to merge in 1000's of data variables from patients, treatment plans, appointments and more

🚀 Accurate page headers and footers

🚀 Better printing and word processing

🚀 New way to share patient data, existing practice staff sharing remains unaffected

🚀 View all locations from a single calendar / view

🚀 Ability to quickly see which location staff or patients belong to

🚀 Ability to create invoices and split payments

🚀 Ability to create treatment plans and split assignees across locations

🚀 Ability to use auto recalls based on a patients primary location

🚀 Ability to dynamically insert a locations correct details based on which location patient is booked in with

🚀 Auto tagging of notes and other data entry based on logged in location

🚀 Reports and dashboard widgets can now be generated cross location and grouped by location

🚀Added option to pay deposit which goes straight into account credit instead of paying an invoice

🚀Added support for multiple location and multiple practice

🚀Added options to hide or show the estimate price of services

🚀Improved searching for complex slots 10x

🚀 Added Steri n stock integration.

🚀 Added Treatment planner appointment ordering which now replicates in ready to book.

🚀 Added ability to have multiple owners on an account.

🚀 Increased for the smtp timeout window.

🚀 Added validation to delete plan to ensure no proposed items are left.

💄 UI Invoice pdf to show invoice item headers depending on practice location.

💄 Added treatment plan pdf to include blank appointments.

💄 Minor UI changes in the treatment plan in preparation for the larger scheduled update

🐛 Multiple bug fixes and performance improvements.

🚀 Added ability to revert a treatment item to ready to invoice state, when deleting a treatment item from an invoice, if the invoice has no transactions the treatment item will automatically be revert to ready to invoice via the treatment plan.

🚀 Added ability online bookings ability for patients to enter booking notes

Dynamic Invoicing 🚀

Calendar Quick Search Drawer 🚀

Enhanced Security 🚀

User Interface Improvements 💄

User Experience Enhancements 💄

Double click - appointment overview drawer

Single left click - appointment card

Right click - quick actions menu

🚀 Added new appointment card

🚀 Added right click menu to quickly change status

🚀 Added double click menu to enter the drawer (used to be a single left click)

🚀 Added ability to drag drop columns to change order

🚀 Added ability to disable completed appts - green colour

🚀 Added ability to disable missed appts - red colour

🚀 Added advanced find availability feature

🚀 Added ability to use new find availability feature in Waitlist, On Hold List and Read to book list

🚀 Added ability to book an appointment for patients from any area of the patients profile

🚀 Added ability to quick cancel / place on hold without notifying patients

🚀 Added ability to advanced filter waitlist / on-hold / ready to book lists

🚀 Added appointment status timeline to audit appointment changes

🚀 Added ability to update scheduled appointment comms from the appointment overview drawer

🚀 Added time tracking to appointments to see how users have been waiting for

🚀 Added additional option default plan (loads the practice default plan reducing clicks)

🚀 Changed name of advanced plan to load template

🚀 Added ability to duplicate a perio chart

🚀 Added ability copy specific information from a previous perio chart

🚀 Added new keyboard shortcuts for perio chart

🚀 Added ability to quick select specific readings in a perio chart

🚀 Added ability to filter tasks system by automated recall tasks

🚀 Added a new upload all images button to TWAIN image capture in additional to the upload selected images button

🚀 Added regenerate templates feature to all automated comms, if a template has been changed or updated since being scheduled the system will dynamically update the communication before sending

🚀 Added smart update patient details system, Zavy will dynamically update the patient details on scheduled communications if a phone number or email address has changed since scheduling

🚀 Added seperate create family invoice button

🚀 Added quick invoice buttons for all family member

🚀 Added quick switch to family members from the invoice page

🚀 Added advanced filter for invoice history

🚀 Added family invoices filters, to show all invoices from each family members invoice screen

🚀 Added new UI for family invoice PDF to better show patients and their names

🚀 Added new options for rostering with additional options for Monthly and yearly rostering sessions

💄 Added additional rostering date picker to make navigation easier

Quick Link to Notes from Calendar

Saving patient profile picture speed optimisation (pending)

Updated Family Payments UI to easily exclude patients you don't want to bill together

Family payments UI to show linked invoices

🚀 Improved PDF rendering/printing

🚀 Attachment quick link upgrade from calendar

🚀 Efficiently quote patients using private health funds via the treatment planner.

🚀 Store and recall rebate amounts per item for easy referencing.

🚀 Print provider and patient copies of quotes and estimates.

🚀 Integrate a bridging app for HICAPS connect.

🚀 Enhance payment buttons on invoices.

🚀 Adopt advanced tables for invoices and treatment areas.

🚀 Consolidate treatment items and invoices for linked family members into a single invoice for streamlined claiming and payments

🚀 Switch between price lists directly from the invoice screen.

🚀 Easily change providers from the invoice interface.

🚀 Add family-linked items using the invoice builder.

🚀 Print Invoice UI upgraded to support family memebers

🚀 Create and customise badges with names, colours, and icons.

🚀 Link badges to Smart Documents, Attachments, and Imaging sections.

🚀 Automate badge inclusion for documents, enhancing administrative efficiency.

🚀 Instantly generate custom treatment plans using new treatment templates and merge variables.

🚀 Simplify advanced template creation process.

🚀 Dedicated section for documents with new variable sets.

🚀 Smart documents support multiple variable sets and enforced selection.

🚀 Create dynamic marketing documents with flexible variables.

🚀 Attach multiple custom variable sets per template.

🚀 Save, categorise, and tag templates.

🚀 Inject live data into templates.

🚀 Add variable sets during document creation.

🚀 Additional views alongside the flexible view:

🚀 Single view

🚀 Split-screen view

🚀 3-way split view

🚀 4-way split view

🚀 Improve mobile UI by redirecting to URL (no embedded or iFrame).

🚀 Enhance UI for desktop users.

🚀 List all current conditions.

🚀 Include Perio Chart Image and Unassigned items.

🚀 Variables to insert all clinical notes automatically into letters, Clinical: Billing, Treatment, Dental

🚀 Replace letters with Smart Documents.

🚀 Smart Documents support multiple merge variable sets.

🚀 Redesigned merge variables.

🚀 Manage documents efficiently with badges.

🚀 Filter documents based on badges.

🚀 Create patient-specific document folders.

🚀 Move documents between app sections.

🚀 Rebuilt tables for improved reliability.

Global Quick Search ✅ released

🚀 Quickly search for patients names and open them anywhere in the app using this shortcut (ctrl+shift+s).

Patient Profile ✅ released

🚀 Expedite address entry with Google address search which pre-fills the patients address.

Imaging Section Added ✅ released

🚀 Separate patient images from documents and attachments.

🚀 Imaging links to diagnostics area for better organisation.

🚀 Filter documents based on badges.

🚀 Create patient-specific folders for documents.

🚀 Move documents to other app sections.

Image and Twain Capture ✅ released

🚀 Rotate and flip images upon upload.

🚀 Unified capture interface.

🚀 Upload documents from imaging area.

🚀 Auto-selection for easy rotation of X-rays.

Image and TWAIN drawer ✅ released

🚀 Add favourites and filter them by the list

🚀 New simplified UI

Recalls ✅ released

🚀 Separate recall types generated based on exam and visits so you can easily swap between the two after using the system for a prolonged period of time.

Calendar ✅ released

New views:

🚀 Quick print button for easier day sheet printing.

🚀 Darker shade for non-working hours.

🚀 Patient preferred names show if available instead of first name

📈 Increased speed on booking appointments with automation reminders attached

Notes ✅ released

🚀 Quick save buttons for different note types (Draft, Publish, Final).

Web Practice App UI ✅ released

💄 Horizontal scroll bars for longer alerts.

💄Improved treatment planning screen.

💄 Enhanced notes badge visibility.

Integrations ✅ released 23 Aug requires updated companion app

🚀 Added Vistasoft integration.

🚀 Added Cliniview integration.

Integrations ✅ released

🚀 Added Florida Probe integration.

🚀 Added EzDent integration.

🚀 Added DBSWIN integration

Mobile Practice App UI ✅ released

💄 Diverse patient icons for easier identification.

💄 Quick access to calendar preferences.

💄 Enhanced app appearance.

💄 Native app-like page headers.

💄 Improved mobile UI across all practice app features.
​

Public Facing App ✅ released

💄 Redesigned appointment confirmation screen.

💄 Branded forms pages.

Examples

Searchable list added

Auto scroll

🚀 Chat-style patient message interface for efficient communication.

🚀 + A huge number of smaller changes

🎉 Attachments rebuild - We have redesigned the attachments area ready for our smart templates feature coming in the next major update, here are the changes which were added to this update

🎉 Security alert added for users that have 2FA disabled

🎉 Rebuilt price lists to allow prefix to be added to custom price list for easier managing of multiple health funds

🎉 2FA overview added to settings staff page

🎉 Reoccurring Tasks feature

🎉 Treatment item and invoice history in chronological table format added

🎉 Added advanced notes drawer to the dental chart page, see all notes, filter and search existing notes, created advanced notes from the dental chart screen (early access)

🎉 Auto save notes feature rebuild, the system automatically saves 1 incomplete note per patient per browser session, so if your internet drops out or you forget to save you can recover a note per patient

🎉 Appointment reminders rebuild, added additional flexibility and options for all appointment interactions

🎉 Saving of custom reports feature

🎉 Added dynamic labels to the browser pages to easily see which page you are on if using multiple tabs

🎉 Added the ability to set usernames for patients in preparation for the patient app release

🎉 Added auto generate username feature for new patients

🎉 Added internal fields when creating a new patient to easily set price list and primary practitioner from the new patient workflow

💄 Updated communication UI to make it more streamlined

💄 Updated the Invoice UI to make it clearer when an invoice has an outstanding balance or is paid

💄 Updated the medical form icon on patient header

💄 Updated patient header balance flag to make it more prominent

💄 Updated mobile UI to make it easier to navigate and hide certain features that aren't required when using a mobile view

🎉 Added ability to quickly add an appointment note form the appointment popover

💄 Improved appointment popover UI

💄 Improved the appointment linking and unlink UI from the treatment planner

💄 Improved header presets in notes

💄 Improved colour presets in notes

💄 Improved table function in advanced notes

💄 Improved appt search UI for smaller screen devices

🎉 Added new dashboard features into early access

🎉 Added ability to shift click on a staff member in a calendar to deselect all users expect the selected user

🎉 Added global conversation message drawer to early access

🎉 Added notification badge when patient respond to messages

🎉 Added online bookings report

🎉 Added first visit KPI report

🎉 Added rebook rate report

🎉 Added Occupancy report

🎉 Added New patients KPI report

🎉 Added Patient drop off report

🎉 Added ability to group certain repots data

🎉 Added online bookings redirect URL for tracking google analytics

🎉 Added appointment confirmations default setting for new appointments

🎉 Added email reminders default, global setting to enable or disable appointment reminders

🎉 Added sms reminders default, global setting to enable or disable appointment reminders

🎉 Added ability to force reminders to send even though an appointment is unconfirmed

🎉 Added ability to disable staff notifications for online bookings

🎉 Added ability to disable notifications for patient online bookings

🎉 Added ability set online bookings to auto confirm if the booking is within a certain time frame

🎉 Added ability to change font colour on notes, treatment plans and other areas of the system.

🎉 Added ability to remove borders and styling from tables

🎉 Added patient app in alpha

🎉 Added ability to upload 3D Xrays (STL)

🎉 Added ability to change the colour of 3d Xray objects

🎉 Added ability to add axis, move and rotate 3D Xrays

🎉 Added ability to add patient images and attachments directly into a advanced treatment plan

📈 Improved reliability of sending SMS (moved to another provider)

📈 Improved increased link expiry to one month for invoices

💄 Updated mobile patient header view

🐛 Fixed multiple bugs with the early access letters feature (please note this feature is still in early access)

​

🎉 Added Ready to book feature, this allows front desk to book in follow up appointments easily with going into the treatment screen

🎉 Added Letters feature to (Early access)

🎉 Added ability to insert notes into a letter

🎉 Added ability to add margins to letters

🎉 Added ability to insert contact information into letters

🎉 Added ability to save letters as draft and edit them at a future date

🎉 Added live data into letters that now show real patient information instead of placeholders when composing letters

🎉 Added quick insert of patient address into letters

🎉 Added smaller thumbnails to attachments to help with loading attachments page on slower internet connections

🎉 Added room select to appointment overview screen

🎉 Added ability to create advanced plans which are fully editable

🎉 Added 2 Way SMS Phase 1, SMS replies now save into the patients communication area ( Will will continue to build on its feature set Early Access)

🎉 Added reply yes to confirm appointments, requires 2Way SMS to be configured, can be used in combination with click to confirm and patient portal (Early Access)

🐛 Fixed DOB calculated incorrectly for some patients

📈 Improved performance for appointment loading when practice have a large number of staff and appointments

💄 Updated preview of templates has been moved to list view

💄 Updated the due recalls view to show all in progress

🎉 Added ability to customise column width on the calendar

🎉 Added ability to manually change treatment state from the treatment planner

🎉 Added treatment state to treatment overview screen

🎉 Added time stamp to appointment notes

🎉 Added ability to create options from the treatment planner screen

🎉 Added ability to fast switch options from the treatment planner screen

💄 Updated appointment history screen and added additional filters

🐛 Minor bug fixes and other improvements

🎉 Added new reports, GST, Customers in credit, ageing debt, customer collections

🎉 Added session saved notes, when navigating away from the notes area, notes are no longer lost and Zavy will attempt to recover them until saved successfully

🎉 Added ability to align notes, left, centre and right,

🎉 Contacts menu icon has now been grouped with the patients icon patients

🎉 Cancellation reason to appointment history

🎉 SMS icon to show when SMS credits are running low (<100)

🎉 Added tasks to mobile view

🎉 Added local storage to remember last view in attachments

🎉 Added confirm button to appointment hover, for a faster to to confirm appointments

🎉 Medipass released as Early access for all customers

🎉 Added age to appointment overview screen

🎉 Quick message added to patient menu

💄 Changed the appointment overview screen for a faster way to edit appointments

💄 Changed the lab work UI added colours to status to make them clearer

💄 Moved the log out icon to My profile group menu

📈 Improved when creating treatment plans

📈 Improved performance when opening patient profile

📈 Improved performance moving appointments

📈 Improved performance when editing invoices

📈 Improved credit adjust speed

📈 Improved speed when booking, cancelling and updating appointments

📈 Improved session timeout for logging users out

📈 Improved dashboard widget and reports which no longer include private appointments in their statistics

📈 Improved calendar web socket performance (auto update on calendar)

🐛 Fixed issue where delete a treatment plan requires a screen refresh

🐛 Other minor fixes bug fixes and performance improvements

🎉 Added ability to link external contacts to patients and nominate them as a preferred contact, this includes the contact on all automated communications

🎉 Added ability to send communications to an external contact

🎉 Added ability to manually trigger previous months recalls

🎉 Added ability to view in progress recalls with overview of each automation step

🎉 Added ID to invoice receipt

📈 Improved performance when creating invoices 10x

📈 Improved performance when paying invoices 10x

🎉 Added ability to add appointment badges to appointments

🎉 Added ability to manage appointment badge from settings area

🎉 Added ability to customise the colour of appointment badges

🎉 Added ability to filter custom appointment badges to the appointments report

🎉 Added ability to CC family members and contacts to all communications for a patient (Early Access Preview Only)

🎉 Added ability to export custom badges on appointments report

🎉 Added ability to add tables to notes (Early Access Preview Only)

🎉 Added ability to use tables in snippets (Early Access Preview Only)

🎉 Added ability to add tables headers (Early Access Preview Only)

🎉 Added ability to link the same provider number to multiple staff

🎉 Added phone and email to the on hold list overview

🎉 Added appointment status to appointment auto refresh

🎉 Added price quick resize and drag to image placement on notes editor

🎉 Added a ready to invoice icon to appointment status

🎉 Added price list to the products and services report which now shows the originating price list a service was added from

📈 Rebuilt reports UI in preparation for the major report overhaul, running a report now requires on average 3 less clicks

📈 Providers with no MID will not show in the list when claiming, simplifying the UI for larger businesses

📈 Improved speed for loading business settings on large clinics

📈 Improved refresh rate for appointment changes for large clinics

📈 Improved UI communication settings to show the mobile view mode

📈 Improved UI when uploading patient profile image

📈 Improved UI when uploading cover photos

📈 Improved payment summary dashboard widget to show todays number instead of 24 hours

🐛 Fixed where some users couldn't edit text appointments or schedule follow up appointments

🐛 Fixed issue duplicating some forms

🐛 Fixed issue with steri cycle number resetting when using quick status update method

🐛 Fixed issue when scheduling from the waitlist

🐛 Fixed issue which would show deleted items on some invoices

🎉 Added ability to be notified on completed forms via email, via business settings page

🎉 Added expire date to steri tracking

🎉 Added additional staff roles

🎉 Added small label printing to steri tracking

📈 Improved database performance

💄 Changed steri label colour to black

🎉 Added complete all button to unassigned treatment plan items

🐛 Fixed issue where health fund field was displaying repeat info for some users

🐛 Fixed issue where some users couldn't submit forms if they have multiple users linked to single email account

📈 Improved perio performance for slower connections

📈 Improved online bookings formula when displaying session slots

📈 Improved max cycle number limit

📈 Improved patient navigation popover delay time

📈 Reverted the new communication workflow so you no longer need to send an email and SMS when contacting a patient

💄 Improved UI when switching between multiple locations

🎉 Added Medipass feature to early access for selected users

🎉 Added ability for patient to have multiple health funds both private and public

🎉 Added ability to quickly select all health funds to link items

🎉 Added ability to switch between item codes when processing Medipass claims

🎉 Added ability to quickly link all public health funds to an item

🎉 Added ability to add a custom HEX colour to appointment shortcuts

🎉 Added ability to add custom branding and theme colours to public facing apps via the settings page (public app changes will be visible in the next update)

🎉 Added ability for online bookings to auto complete outstanding recalls for a patient

🎉 Added middle name to patient profile

🎉 Added preferred name to patient profile

🎉 Added more information to super alerts, description now shows in the pop up window

🎉 Rebuilt contacts feature to be more flexible, and not just a static list

🎉 Added ability to send communications to contacts

🎉 Added ability to send forms to contacts

🎉 Added detailed sterilisation section (early access)

🎉 Added ability to add sterilisation machines

🎉 Added ability to track sterilisation cycles

🎉 Added ability to link sterilisation types to machines

🎉 Added ability check audit trail of sterilisation tracking

🎉 Added ability to track sterilisation from the patient header

🎉 Added ability quick add Steri cycle from the patient screen if no current cycle exists

🎉 Added ability to quickly search for a patient or barcode/serial for cross infection tracking

🎉 Added ability to print cycle barcodes

🎉 Added ability to manually lock cycles

🎉 Added auto lock to cycles

🎉 Added ability to bulk upload much higher size images at once

🎉 Added ability to preview number of patients selected when using the bulk actions

🎉 Added ability to search snippets

🎉 Added ability to archive snippets

🎉 Added ability to use text snippets from within the treatment plan summary page

🎉 Added ability to scroll large snippet list

🎉 Added ability use left and right key keyboard keys to nagivate through patient images in attachments

🎉 Added ability to use mouse to navigate left and right to browse all images in patient attachments

🎉 Added ability to preview word, excel and other documents from within the web browser

🎉 Added ability to archive attachments from the communication templates

🎉 Added ability to archive forms

🎉 Added ability to archive referrals

🎉 Forms is out of early access (some reconfiguration may be required)

🎉 Referrals is out of early access

🎉 Stripe integration is out of early access

🎉 Added dynamic lab work icon to calendar to show if a lab as not returned

🎉 Added ability to change the dynamic lab work icon to a custom icon for the follow status, send, in progress and returned

🎉 Added ability to create a lab job from an appointment overview

🎉 Added ability to create a lab job from the treatment planner

🎉 Added ability to record the payment method for each patient account credit added

🎉 Added ability to view account credit transactions from the invoice transaction report (report has been renamed to the transactions report)

💄 Improved Mobile UI when booking an appointment

💄 Improved Mobile UI when editing appointments

💄 Improved Mobile UI when navigating around the app

💄 Improved Mobile UI for patients alerts

💄 Improved Mobile UI for Patient and Main navigation

💄 Improved UI for service cover photos

💄 Improved UI when moving an appointment to highlight the change and update option

💄 Improved editing appointment time UI

💄 Improved attachment UI, rebuilt to allow better preview of PDF documents and images in grid view

📈 Reduce clicks it takes to open a PDF from attachments

📈 Reduce clicks it takes to open a Images from attachments

screen

📈 Changed the way scheduled reminders are sent, we now send on a daily scheduled and they are no longer scheduled on creation

🐛 Fixed issue when sharing note snippets between staff

🐛 Fixed copy and pasting notes issue with some browser

🐛 Fixed issue when printing long notes would not auto create a second page

🎉 Added preferred patient name to patient profile

🎉 Added patient statistics to the patient profile including the following fields, first scheduled appointment, first complete appointment, last scheduled appointment, last complete appointment, next appointment, last exam date, last x-ray date

🎉 Added quick navigation for moving forward 1 month in the calendar

🎉 Added quick navigation for moving forward 6 months in the calendar

🎉 Added ability to add more than 2 sessions per shift

🎉 Added ability to create session types which can be used for pre bookings

🎉 Added ability to manage session types from the roster

🎉 Added ability to manage communication when moving an appointment to immediately update and notify the patient of changes to the appointment, these communications are recorded on the appointment for easier review

🎉 Added communication status to appointment overview drawer to see if a communication has been delivered, scheduled or failed

🎉 Added collapse panel to appointment overview drawer to collapse communications

🎉 Added created and scheduled date to communications drawer to see when a communication was scheduled to send and created

🎉 Added linked communications to the appointment screen for a faster way to view what has been sent to a patient

🎉 Added ability to re-trigger a communication that may have failed, example no SMS credits, no phone number

🎉 Added rooms feature to show rooms in calendar

🎉 Added ability to link practitioners and rooms in calendar

🎉 Added ability to create and manage rooms from the settings area

🎉 Added scheduled job to automatically check and cancel appointment reminders in the event they have not cancelled correctly

🎉 Added individual permissions to manage the dashboard widgets

🎉 Added individual permissions to manage to reports

🎉 Added individual permissions to export reports

🎉 Added individual permissions to manage rooms

🎉 Added website field to business settings

🎉 Stripe payment via invoice comes out of early access and is ready for use on sites (online bookings is still early access)

🎉 Added ability to refund stripe payments via an invoice

🎉 Added additional validation on stripe online bookings payments (preview only)

🎉 Added better logging for online stripe payments (preview only)

💄 Added improved UI for reviewing forms (preview only)

💄 Added improved UI for sending forms (preview only)

🎉 Added additional error checking on forms (preview only)

🎉 Added new report payment summary report for practitioners

🎉 Added ability to add comment on internal communications

🎉 Added new patient icon to appointments

📈 Improved practitioner performance report and added payment method columns to the report

📈 Improved communication attachments work on more email providers such as gmail

📈 Improved multi location reporting speed and reliability has been improved

📈 Improved performance when creating appointments and moving bulk items in large treatment plans

💄 Changed the UI on communications to distinguish between emails and SMS

🐛 Fixed issue where some online bookings wouldn't release the time slot of failed bookings

🎉 Added ability to refund integrated payments via using manual transactions

🐛 Fixed issue with forms when some patients tap the enter to submit a form before all fields are complete

💄 Changed the UI for online bookings to show step counter to indicate to users where they are in the booking process

💄 Changed the UI for online bookings to show a next button at the top of the screen for users with lots of service

📈 Improved sign up wizard

📈 Improved time out value for public app links

📈 Improved sending treatment plan via custom SMTP servers

📈 Improved switching between multiple business

📈 Improved automated day sheet to look at invoice value instead of proposed value

🐛 Fixed issue where automated day sheet would not calculate time zone correctly

🎉 Added family members feature phase 1

🎉 Added ability to create a family

🎉 Added ability to join a family

🎉 Added ability to remove members from a family

🎉 Added ability to fast switch between family members

🎉 Added quick filters to tasks

🎉 Added quick navigate button from notes to chart and plan, if a note is generated from within a chart or plan you can no quickly switch to that chart

🎉 Added ability to change appointment status from the popover

🎉 Added appointment status icons to appointments

🎉 Added smart recall automation overview area, this new feature allows a set and forget approach to recalls and can be used as a hybrid in conjunction with manual recalls

🎉 Added ability to use auto recalls via Last Exam or Last Visit

🎉 Added ability for auto recalls to skip inactive patients

🎉 Added ability for smart recalls to skip patients with multiple FTA

🎉 Added ability for smart recalls to skip patients with a manual recall set

🎉 Added ability to filter complete and drop of recalls

🎉 Added ability to skip patients with future appointments from recalls

🎉 Added ability to process recalls at a certain time of the day for better response rates

🎉 Added ability to set an automation workflow per patient

🎉 Added ability to set a default recall period per patient

🎉 Added ability to set automation tasks to groups of staff members

🎉 Added ability to set additional incoming referrals

🎉 Added ability to set patient source from the referrals screen

🎉 Added ability to add comments to referrals

🎉 Added ability to link attachments to referrals

🎉 Added ability to filter referrals by date in the referrals screen

🎉 Added ability to tag referrals to a treatment plan

🎉 Added calendar preferences to be stored against a user login instead of local machine

🎉 Added diagnostic imaging feature to patient menu

🎉 Added ability to select multiple images in diagnostic image view

🎉 Added drag drop and resize layout to diagnostic image view

🎉 Added ability to flip rotate, zoom, magnify to individual images in diagnostic image view

🎉 Added ability to calibrate diagnostics images and measure them in mm

🎉 Added ability adjust diagnostic image levels, contrast and brightness

🎉 Added ability to annotate diagnostic images

🎉 Added ability to save updated diagnostic images

🎉 Added ability for forms to preload data that is already present in patients record

🎉 Added feature that logs out users automatically when filling forms out on a shared device

🎉 Added ability to generate QR code for forms with a set passcode for more secure operation (Alpha for preview only)

🎉 Added ability for users to authenticate forms via SMS or Email at the time of opening the form (Alpha for preview only)

🎉 Added ability to separate forms by sections (Alpha for preview only)

🎉 Added better error handling on the forms feature (Alpha for preview only)

🎉 Added ability for forms with sections to direct users to field that hasn't got the expected value (Alpha for preview only)

🎉 Added ability to email treatment plan to patient as an attachment

🎉 Added ability to use a treatment template when sending plans to patient

📈 Better handing of tyro transactions and stripping characters from claims

📈 Improved quality of graphics shown on treatment plans for dental and perio

🐛 Fixed issue where international clients are having issues intermittent issues with custom prices lists not applying dynamic tax properly

🐛 Fixed issue where some international users could not open the support chat window

🎉 Added additional reminders to online bookings

🎉 Added additional iCal link to confirmation patient page

🎉 Added internal short links generator, patient confirmations will no longer come from bt.ly and will instead come from zavy.com

🐛 Fixed issue with the treatment plan button unresponsive on some browsers

📈 Increased performance on treatment plan loading screen

📈 Increased performance on patient pages such as forms and confirmation

🎉 Added counters for, Recalls, Treatment Plans, Invoices and Appointments

🎉 Added quick edit to appointment time from the appointment overview screen

🎉 Added VOIP integration, click on patients phone numbers from the overview app or profile to start a call

🎉 Added imaging diagnostics feature early access preview

🎉 Added multiple forms improvements, forms due to come out of early access over the following days, full feature set will be release upon full release

💄 Updated colour pallet used throughout the app

💄 Updated login screen

💄 Updated app to default to the countries native country code when creating patients

🎉 Added patient statistics, Last Appointment, Next Appointment, Last Visit, Next Visit

🎉 Added all communications view to combine SMS and Email in a single list

🎉 Added bulk complete to appointments in treatment plans

🎉 Added bulk complete to selected items

🎉 Added warning to appointment book if booking patient with a staff remember that is not classes as primary

🎉 Added ability to link PDFs to notes

🎉 Added ability to link recall automation to specific staff members for each step

🎉 Added reference field so users can customise the way the search or categorise patients

🎉 Added reference field to search areas

🎉 Added daily summary email for individual practitioners that shows a summary of today and tomorrows appointments

🎉 Added ability to customise the default appointment icons

🎉 Added additional automation customisations to reminders and confirmations

🎉 Added auto expand to patient menu which expands on hover to increase usable screen area

💄Calendar UI to show more appointments in week view

💄Appointment UI to show border for overlapping appointments which helps with lower resolutions screens

💄Appointment icons now have a white background and are clearer

📈 Increased performance of the dental chart by not displaying it in the drawer

📈 Increased performance of the planner area by moving to a seperate area

📈 Improved treatment plan PDF to use static appointment time if one set and fall back to the auto calculated time

📈 Improved companion app to require less privileges to run on restricted permission devices (v1.1.0)

🐛 Fixed companion app issue where some versions of Sidexis insert characters of patient has double barrel name instead of a space

🎉 Added alerts drawer for better management of large alerts lists

🎉 Added ability to create alerts presets from alerts drawer

🎉 Added quick filter for clinical notes, this filters all clinical note types

🎉 Added support for additional Planmecca versions

🎉 Added rotate, zoom and other tools to imaging (Alpha for preview only)

🎉 Added text snippets feature which as note templates and more

🎉 Added undo / redo button to notes

🎉 Added font size to notes

🎉 Added images to notes

🎉 Added indentation to notes

🎉 Added image editor to notes (Alpha for preview only)

🎉 Added patient merge fields to notes

🎉 Added additional communication template variables

🎉 Added new communications editor for a better experience when creating templates

🎉 Added attachments capability to templates and notes
🎉 Added total plan column to Treatment Overview screen

📈 Treatment overview loading screen improved on large plans

📈 Payment allocation speed improvements when assigning discounts

📈 Opening invoices speed improved

📈 Improved performance loading communication templates

💄Improved communication list to show clearer status badges and more condensed view

🐛 Fixed issue auto updating outstanding balance badge

🎉 Added on hold appointments

💄 Improved attachments UI which now allows clicking on the image to preview, rotate and zoom

💄 Improved price list UI for business with many price lists

💄 Improved communications UI for users on medium screens

🐛 Fixed issue with some users not being able to delete attachments

🐛 Fixed issue with some browsers not being able to click into the WYSIWYG

🐛 Fixed issue with some users getting multiple 2FA codes

🎉 Added note filters

🎉 Added archived button to notes that aren't locked

🎉 Added new Clinical Notes section to the patient menu, you can now view all notes clinical or not from this area

🎉 Added ability to pin multiple notes to a patients profile

🎉 Added styles and formatting to notes

🎉 Added ability to annotate images on notes

🎉 Added multiple note types, clinical, follow up, general and more

🎉 Added quick print to notes

🎉 Added ability to include letter head on notes

🎉 Added additional note states, draft, published, locked

🎉 Added undo to notes

🗑 Deprecated treatment overview area in order to reduce clicks upon editing Plan, Chart, Notes are have been moved to treatment list actions

🗑 Deprecated note templates, it will be rebuilt in a better format in a phase 3 update

🎉 Primary Practitioner is now automatically selected to new treatment plans for a particular patient

🎉 Health point claiming, the provider is automatically selected based on the first invoice item in order to reduce clicks

🎉 Health point claiming all items are selected by default in order to reduce clicks

🎉 Treatment plans now have the ability to filter and sort columns

🎉 Treatment plans now show Items and status so you can easily see which plan has items listed and if those items have been, proposed, complete or rejected

🎉 Treatment plans now show sub plans and their status

🗑 Treatment plan drag and drop has been deprecated in favour of a now pop out interface

🎉 Treatment plan bulk actions moved to footer

🎉 Treatment plan save automatically opens a chart in order to reduce clicks

🗑 Deprecated automatic reminders on invoices created in favour of a manual button to send invoices

🎉 Add more filters to the invoice builder

🎉 Added new recall automation system gives finer control over each step in the automation process

🎉 Added recall step - phone, automatically creates a task for a staff member to do a phone recall

🎉 Added recall letter step - automatically creates a task for staff member to print a letter which can be batched to print multiple letters at once

🎉 Added new recall list UI to show each step as an icon

🎉 Added setting to disable appointment cancellations via the patient web app

🎉 Added badge to notes to show how many notes a patient has, we will add this to more areas soon

🎉 Added badge to tasks to show what needs to be completed

💄Moved tasks to the main menu so they can be accessed from any part of the app

🎉 Importer page so users can import their own patient data, reach out to support to enable this feature

💄 Improved the way dynamic fields are shown on forms

🎉 Added to QR code to bypass 2FA for patients that are in the practice and want to fill out forms

💄Changed the date format from 24 to 12 hours in the calendar

💄Country is now auto selected based on the business settings

🎉 Added filter to show cancelled appointments in appointment history

💄 Improved the feedback shown when sending a communication

🎉 Updated dental item codes for Australia, ask support to apply to your site

🎉 Added CDBS quick select for fillings, ask support to apply to your site

💄 Removed automatically show first available for online bookings in mobile mode, users are now expected to select their date first

🐛 Fixed issue with online bookings that cause some users to have issues with session slots in certain time zones

🐛 Fixed issue with renaming some price lists

📈 Improved performance of, Patient Profile, Recalls, Attachments, Communications, Reports and Dashboard by up to 500%.

🗑 Deprecated Clinical note templates in favour of a rich text area

🎉 Added partially-erupted bulk action

🎉 Added bulk action click position, when creating a bulk action for certain conditions the users mouse click position is recorded and the icon is placed where the user clicked. This works over multiple teeth

🎉 Added Closed-gap bulk action

🎉 Added Abfraction bulk action

🎉 Added Abrasion bulk action

🎉 Added Drifted Mesial bulk action

🎉 Added Drifted Distal bulk action

🎉 Added Pegged bulk action

🎉 Added Rotated bulk action

🎉 Added Tipped bulk action

🎉 Added Worn bulk action

🎉 Added Watch to surface action

🎉 Added line indicators to gum lines

🎉 Added Abrasion to surface action

🎉 Added Fracture to surface action

🎉 Added Watch to surface action

🎉 Added Worn to surface action

🎉 Added quick delete to treatment list

🎉 Added un-erupted bulk action

🎉 Added DOB in years to patient profile

🐛 Fixed issue where some private appointments would not delete

🎉 Added dental chart quick Select allows the quick selection of teeth, for a super-fast way to chart. Update dentition, conditions and treatment planning, which users can combine with treatment shortcuts to supercharge your workflow.

💄 Appointment confirmation landing page which customers visit to confirm appointments has been updated

🎉 Added custom SMTP settings, which are now sent using the display name property

💄 Updated date format to 12 hours from 24 on the appointment book

🎉 Added un-erupted bulk action

🎉 Added time stamps for tooth states

🎉 Added bulk toggle for present

🎉 Added description to alerts feature to record more details about alerts

🎉 Added colour to alerts feature for more customisations

🎉 Tyro transactions now display more information with clearer error handling to show users why a claim may have been rejected

🎉 Treatment planner UI improvements move the statistics area to title the bar to save space for a more compact view

🎉 Quick action buttons to complete and reject treatment items from the treatment planner

💄Changed the label Print plan

🎉 Removed the QTY field and replaced it with a duplicate which works better with health funds

💄 Dental Chart list view shows date and more information

📈 Improved calendar render for larger practice by up to 400%

🎉 DOB on patient forms no users different user input on mobile devices for a better experience

📈 Improved the speed of 2fa for all app authentication

🎉 Cancelling an appointment now automatically cancels the scheduled reminders

📈 Improved switching between practice/locations

🎉 Custom SMTP Servers now users display name field to send email

🐛 Multiple bug fixes and other minor improvements