Improvements and Bug Fixes (v2.17.7)
Release v2.17.7 brings lots of improvements, including an important security update and a new and improved data hygiene tool. Check out everything you need to know about this release below!
In this release, we introduce a lock on your account after 5 failed login attempts. If you try to login with the incorrect details 5 times, you will be temporarily locked out of your WriteUpp site for 30 minutes. We understand this could cause some inconvenience, but this is an important security measure to protect your account.
The block applies to the main login screen, Online Booking and the mobile app!
If you are having difficulty logging in, please contact support or reset your password using the ‘Forgotten password’ link on the login page, to avoid getting locked out of your account.
The Tools → Data Hygiene screen can be used to see which patients you haven’t had any interventions with recently. From here, you can then delete the patients you do not wish to maintain a record of. In this release, we have made some improvements to the Data Hygiene tool to make it easier to manage and delete clients.
You can now bulk delete patients on a page of 50 items. Set the ‘Time since last intervention’ filter and then tick the patients you wish to delete. From the ‘Actions’ dropdown, you can then select to delete all of these patients in one go. To ensure no records are deleted by accident, a modal will list all of the selected clients and you will be required to type “DELETE” into a field before proceeding. Once you have clicked ‘Delete’, the patients will be queued for deletion.
Once patients have been queued for deletion using this tool, the action CANNOT BE UNDONE. If you are using the bulk delete action, please be careful when selecting patients to delete.
Furthermore, we have also added a new option to the filter. The ‘No episodes’ option can be found at the bottom of the list and will return patients who have not yet had any episodes created for them.
On the Finance → Payments tab, invoices are ordered by payment date, most recent first.
If there are a number of invoices with the same payment date, they will now also be ordered by Invoice number, smallest first. This means if the page is changed, they stay in this order, making it easier to manage these invoices.
If there is an invoice with multiple payments on the same day, these are always listed in the order the payments were made, with the earliest payment listed first.
Under Finance → Invoices, if you select ‘Unpaid’ from the Status filter, it will return all unpaid invoices within the selected date range. These invoices will be ordered by due date, with the invoice with the earliest due date listed first.
Now, if there are multiple invoices with the same due date, these will then also be ordered by invoice number, smallest number first. This means that as you page through the invoices, those with the same due date will maintain their order, making it easier to manage invoices in this view.
If you have a mobile number and/or email address recorded for a client but have them opted out of communications, then now, if you import new contact details from a smart form, it will not opt them back in.
Their contact details will be updated on the Patient Summary, but they will remain opted out of patient communications.
Please note that if no contact details are entered for the client, and you import these from a form, the client will be automatically opted into communications. Therefore, if you wish to opt them out, you will have to go into the record and do this manually.
We have had to update the PDF generator that we use in WriteUpp. Files, notes, documents, assessments and invoices are converted to PDFs when you send them out via email and Direct Message from within WriteUpp. Files are also converted when you print them out.
We have tried to keep how the PDFs look as similar as possible to how they looked on the old generator, but you may notice some minor differences, such as the layout and text size. Any differences should only be very slight, and are unfortunately unavoidable in most cases.
An issue with mandatory single and multiple choice fields in assessment forms has been fixed. If an error is generated because the field has not been completed, then the first option is no longer displaced in the vertical layout.
We have fixed a bug with the Day view of the diary, which was causing it to jump back to the Week view if you clicked on ‘Hide non-attending’ in the diary sidebar.
On the Accounts tab of the Patient Summary and the Invoices tab of the Finance views, we have updated the error message when paid invoices or invoices with part payments are selected to be marked as paid. You cannot bulk mark invoices as paid if they have part payments associated, and this new message will give an indication of that.
We have fixed a bug that was causing the block over the Communications section in the Appointment modal to appear even if you were verified. This was only happening if no Active Patient was selected. Now, if there is no patient set, the Appointment modal will open on the Non-client tab when you click on a free slot in the diary. We have also updated the error message when you try to save a client appointment without selecting a client.
For the Session timeout setting, you will now only be logged out after the set period if you are inactive during that time. For example, if you have set the Session timeout to 0.5, then after 30 minutes of inactivity on your site, you will be logged out.
Improvements
Security update
In this release, we introduce a lock on your account after 5 failed login attempts. If you try to login with the incorrect details 5 times, you will be temporarily locked out of your WriteUpp site for 30 minutes. We understand this could cause some inconvenience, but this is an important security measure to protect your account.
The block applies to the main login screen, Online Booking and the mobile app!
If you are having difficulty logging in, please contact support or reset your password using the ‘Forgotten password’ link on the login page, to avoid getting locked out of your account.
Updated Data Hygiene tool
The Tools → Data Hygiene screen can be used to see which patients you haven’t had any interventions with recently. From here, you can then delete the patients you do not wish to maintain a record of. In this release, we have made some improvements to the Data Hygiene tool to make it easier to manage and delete clients.
You can now bulk delete patients on a page of 50 items. Set the ‘Time since last intervention’ filter and then tick the patients you wish to delete. From the ‘Actions’ dropdown, you can then select to delete all of these patients in one go. To ensure no records are deleted by accident, a modal will list all of the selected clients and you will be required to type “DELETE” into a field before proceeding. Once you have clicked ‘Delete’, the patients will be queued for deletion.
Once patients have been queued for deletion using this tool, the action CANNOT BE UNDONE. If you are using the bulk delete action, please be careful when selecting patients to delete.
Furthermore, we have also added a new option to the filter. The ‘No episodes’ option can be found at the bottom of the list and will return patients who have not yet had any episodes created for them.
Finance → Payments - ordering improvements
On the Finance → Payments tab, invoices are ordered by payment date, most recent first.
If there are a number of invoices with the same payment date, they will now also be ordered by Invoice number, smallest first. This means if the page is changed, they stay in this order, making it easier to manage these invoices.
If there is an invoice with multiple payments on the same day, these are always listed in the order the payments were made, with the earliest payment listed first.
Unpaid invoices - ordering improvements
Under Finance → Invoices, if you select ‘Unpaid’ from the Status filter, it will return all unpaid invoices within the selected date range. These invoices will be ordered by due date, with the invoice with the earliest due date listed first.
Now, if there are multiple invoices with the same due date, these will then also be ordered by invoice number, smallest number first. This means that as you page through the invoices, those with the same due date will maintain their order, making it easier to manage invoices in this view.
Smart import - Patient communications remain opted out
If you have a mobile number and/or email address recorded for a client but have them opted out of communications, then now, if you import new contact details from a smart form, it will not opt them back in.
Their contact details will be updated on the Patient Summary, but they will remain opted out of patient communications.
Please note that if no contact details are entered for the client, and you import these from a form, the client will be automatically opted into communications. Therefore, if you wish to opt them out, you will have to go into the record and do this manually.
Updated PDF Generator
We have had to update the PDF generator that we use in WriteUpp. Files, notes, documents, assessments and invoices are converted to PDFs when you send them out via email and Direct Message from within WriteUpp. Files are also converted when you print them out.
We have tried to keep how the PDFs look as similar as possible to how they looked on the old generator, but you may notice some minor differences, such as the layout and text size. Any differences should only be very slight, and are unfortunately unavoidable in most cases.
Bug Fixes
An issue with mandatory single and multiple choice fields in assessment forms has been fixed. If an error is generated because the field has not been completed, then the first option is no longer displaced in the vertical layout.
We have fixed a bug with the Day view of the diary, which was causing it to jump back to the Week view if you clicked on ‘Hide non-attending’ in the diary sidebar.
On the Accounts tab of the Patient Summary and the Invoices tab of the Finance views, we have updated the error message when paid invoices or invoices with part payments are selected to be marked as paid. You cannot bulk mark invoices as paid if they have part payments associated, and this new message will give an indication of that.
We have fixed a bug that was causing the block over the Communications section in the Appointment modal to appear even if you were verified. This was only happening if no Active Patient was selected. Now, if there is no patient set, the Appointment modal will open on the Non-client tab when you click on a free slot in the diary. We have also updated the error message when you try to save a client appointment without selecting a client.
For the Session timeout setting, you will now only be logged out after the set period if you are inactive during that time. For example, if you have set the Session timeout to 0.5, then after 30 minutes of inactivity on your site, you will be logged out.
Updated on: 15/10/2024
Thank you!