📄 Leaflet Management – Upload, Assign, Distribute
Upload, categorise, and securely distribute patient-facing leaflets (PDFs). Admins can assign them to departments or specialties, and staff can attach them to appointment confirmations or correspondence.
✅ Improved patient communication
✅ Fully customisable per clinic
✅ Seamless booking and correspondence integration

🧠 Smart List Enhancements – Multi-Service Booking Logic
Add multiple services when placing a patient on the Smart List. The booking modal preloads the correct services and adapts to operation booking flows.
✅ More flexible multi-service booking
✅ Preloaded appointment options
✅ Saves time for complex bookings

📦 Inventory Management – Smarter Batches, Reordering & Labels
Now includes barcode and QR label printing, automatic reordering, batch expiry logic (FEFO), FIFO support, and disposal prevention for expiring stock.
✅ Reduced stockouts
✅ Improved safety and traceability
✅ Automation of common inventory workflows

📋 New Worklist – Built for Inventory & Appointment Integration
A touchscreen-friendly worklist combining appointments, barcode scanning, patient ribbons, inventory selection, and wristband printing.
✅ Streamlined clinical tasks
✅ Supports procedure workflows
✅ Fast scanning and batch handling

📌 Booking Notes – Persistent or One-Time
Add notes such as “Requires translator” or “Only available mornings” that display during booking — either once or persistently until dismissed.
✅ Improved communication
✅ Reduces risk of oversight
✅ Supports accessibility and patient preferences

📆 Appointment Booking Flow – Redesigned & Smarter
Appointment, patient, and billing details now follow a clearer structure. Warnings and notes appear immediately upon patient selection.
✅ Improved clarity
✅ Easier access to warnings
✅ Faster booking process

📮 Self Check-In with QR Codes
Patients can check in via QR codes included in confirmation emails — scanned at kiosk or reception.
✅ Faster patient intake
✅ Touch-free check-in
✅ Reduces reception workload

🧾 Appointment Forms – Status Icons, Auto-Reminders, and Tracking
Forms now include visual completion indicators, automated reminders, and live tracking. Reminders stop once the form or appointment is completed.
✅ Better patient compliance
✅ Real-time tracking
✅ Clear visual feedback for staff

🖋️ Consent Forms – Dual Signatures & Emergency Mode
Consent forms now support both patient and clinician signatures. Emergency mode allows manual clinician selection.
✅ Aligned with clinical best practices
✅ Secure, traceable process
✅ Remote or in-clinic use

📁 Document Uploads – Custom Categories & Side-Specific Files
Upload documents per side (left/right), assign them to custom subcategories with icons, and preview via the lightning viewer.
✅ Easier categorisation
✅ More organised records
✅ Quick access during consultations

💳 Billing Profiles – Custom Payment Methods & Enforcement
Define payment methods per profile and force users to select one. New methods include “Paid at other location” and “Included in care package.”
✅ Cleaner billing workflows
✅ Supports multi-site setups
✅ Prevents missed categorisations

🧑‍⚕️ Guest Clinician Role – Book Without Login Access
Book appointments for guest clinicians without granting them system access.
✅ Schedule visiting consultants
✅ No user account needed
✅ Maintains full audit trail

🔍 Appointment Authorisation Code – Display on Preview
Authorisation codes now display in previews from calendar or patient record.
✅ Faster insurance verification
✅ Less need to open full record
✅ Useful for audits or reception queries

🔗 Sage API Integration – Sync Invoices & Contacts
Sync invoices and contact details directly with Sage.
✅ Eliminates duplicate data entry
✅ Faster reconciliation
✅ Supports real-time financial updates

📣 Marketing Module – Enquiry UTM & Click Tracking
Track UTM, GCLID, and MSCLKID for each enquiry, showing whether leads came from paid or organic campaigns.
✅ Improved campaign tracking
✅ Works with existing enquiry forms
✅ Optimise digital marketing

🖥️ User Interface & Workflow Enhancements
Multiple small tweaks with big impact:
🆕 “Copy to New Form” button for faster duplication
👁️ View booking notes on calendar hover
🧾 Show unpaid appointments/invoices during booking & on patient record
📅 Show appointment times on month view
🔠 Optional all-caps setting for patient last names
🚨 Show Smart List entries under patient alerts
✏️ Edit completed appointments with no invoice
📂 Access patient record directly from completed appointments
🔁 View rescheduling details with original date and user
✅ Faster workflows
✅ Greater visibility
✅ More intuitive user experience