Release Notes

Tidier action menus

Less-used actions in record side panels now tuck into a compact overflow (…) menu, keeping the main actions clear and the panel uncluttered.

Other fixes

A range of behind-the-scenes reliability and performance improvements.

Calendar fixes

• A clinician with nothing scheduled now still shows their column — and you can right-click an empty slot to create a session.
• Appointment times on the dashboard now show in UK time.
• Resume consultation on an appointment now opens the correct draft.

Invoicing fixes

• Choosing Don't email now keeps an invoice emailable later, instead of locking it as un-sendable.
• Invoices that reference an archived price now send correctly.
• You're now asked to confirm before an invoice is emailed from the patient record.
• Sharing an invoice uses your own message composer rather than a generic templated email.

Reauthorise from any status

Reauthorising a medication now works from any inactive state — stopped, cancelled or expired — so you can reactivate it in one step instead of recreating it.

Dashboard improvements

• Unread replies to your Help & support messages now show a badge on the dashboard, so nothing slips through.
• Patient names now display consistently as SURNAME, First (Title).

Skip knows what it can do

Ask Skip whether it can help with something and it now answers based on what the platform can actually do today, rather than guessing. Fewer dead ends, more reliable help.

Editing problems just got easier

You can now edit a patient's problem from a slide-in panel without leaving the record. Every change — what changed, who changed it, and when — is captured in a new history timeline on the problem, so the story of a diagnosis is always clear.

Undated tasks no longer scatter to the extremes

When you sort tasks by due date, tasks without a due date are now treated as due now and grouped together, instead of all piling up at the very top or bottom of the list. The dated tasks read soonest-first as you'd expect, so the list is easier to scan.

Know who sent a task

Tasks now show who created them — both in the task detail panel and the activity timeline. When a task lands in your list, you can see at a glance who raised it, which makes following up and checking context much quicker.

Full-page clinician editing

Clinician records get the same full-page editing experience as patients — a clear, sectioned form for updating a clinician's details, replacing the older dialog.

This is a Jump Labs feature — turn it on under Settings → Jump Labs.

Allergy change history

Every allergy now keeps a full, per-change history. Open an allergy from the patient's Allergies list and expand Change history to see exactly what changed, when, and by whom — for example Criticality: low → high — rather than just a single "last updated" date.

This makes it easy to see how an allergy record has evolved over time during a review.

Full-page patient editing

You can now edit a patient's details on a dedicated full-page form instead of a cramped dialog. Fields are grouped into clear sections (identity, personal, contact & address, registration & care, accessibility), empty sections are hidden, and the form respects your practice's configured required and visible fields.

This is a Jump Labs feature — turn it on under Settings → Jump Labs.

Reset 2FA for a colleague

If a team member loses the phone or device with their authenticator app, a manager can now reset their two-factor authentication (2FA) — no need to contact support.

What it does

• Clears the user's existing authenticator app and recovery codes (these stop working immediately).
• The next time they log in, they'll be guided through setting up 2FA again from scratch.
• The affected user is automatically emailed to let them know their 2FA was reset.

Where to find it

Go to Users, open the ⋯ menu next to the team member, and choose Reset 2FA. You'll be asked to confirm.

Who can do it

This is available to staff with the Management role (it's a new "Reset two-factor authentication" permission you can grant to other roles under Settings → Roles & permissions). Every reset is recorded in Settings → User Activity.

Snippets and templates for everyone who messages patients

Team members who send messages can now create and manage their own message snippets and templates. Previously this was limited to admin-level roles.

If your role lets you send messages to patients (for example a clinician or reception role), go to Inbox → Message Snippets or Inbox → Message Templates and you'll see the Create button. Snippets are quick reusable bits of text you can drop into a message; templates are full pre-written messages.

Nothing changes for existing admins — they keep full access. If you still can't see the option, your practice may need to confirm your role includes message-template permissions under Settings → Roles & permissions.

Archive clinicians you no longer use

You can now archive a clinician you no longer need from Clinicians.

Click a clinician to open their profile, then choose Archive. Archiving a clinician:

• Removes them from every clinician picker — booking, prescribing, scheduling, documents and more
• Takes them offline from your public booking links
• Keeps all of their past records intact

Changed your mind? Open the clinician again and choose Restore to bring them back. Online booking stays off until you switch it back on for them.

A clinician who was created by mistake and never used can be deleted outright once archived.

What changed

If you set a custom "after booking" redirect URL on an online booking link, patients are now taken to exactly that page after booking — for example your own thank-you page.

What was wrong

We were adding extra booking details to the end of the redirect link (the booking reference and service name). Some practice websites — WordPress sites in particular — automatically bounce any web address carrying unexpected extras back to the site's homepage, which meant patients lost your thank-you page and landed on your front page instead.

What to do

Nothing — redirects now go straight to the page you configured. If you specifically rely on those booking details being passed to your page (for example for ad tracking), you can switch them back on per link: Online booking → edit the link → Redirect URLs → "Add booking details to the URL".

Pre-appointment forms

Fixed a confusing progress indicator on the page patients use to complete pre-appointment forms (opened from a booking confirmation or a link you send them).

The "X of Y completed" counter was treating the Cancel and Reschedule appointment options as if they were forms to complete — so a patient who had finished every questionnaire could still see something like "2 of 4 completed" with nothing left to do.

Progress now counts only the forms and items that actually need completing. Cancelling and rescheduling are still available to patients — they're grouped under "Manage your appointment" rather than mixed into the to-do count.

Pick a discount instead of typing it

When you add a discount to a new invoice, you can now search your active discount codes and pick one from a list — no need to remember the exact code. Start typing in the discount field and matching codes (with what each one takes off, e.g. 10% off or £25.00 off) appear below; click one to apply it.

Typing a code in full and pressing Enter still works for codes that aren't shown.

A customer-facing note on the invoice

When creating an invoice you can now Add a memo (optional) below the line items. The memo is shown to the customer on the invoice and replaces the automatically generated line-item summary, so you can add context in your own words.