In this release, we're adding a new filter option to the diary which allows you to hide non-attending appointments, like appointments which have been cancelled. We've also improved how consent links are handled in the consent email, and how assessments load within WriteUpp. Here's what we've been up to:

New features

New "Hide non-attending" diary filter

We've added a new filter option to the diary, which allows you to hide appointments with a status that is non-attending, like "Cancelled" for example. You can find this filter within the gray bar down the left side of your diary screen:



On a laptop or desktop computer, hover your mouse anywhere over the grey bar (or on a tablet or mobile tap anywhere on the bar) to open it. Below your resources, you'll see an Additional filter, containing the Hide non-attending option:



Tick this, and appointments that have a status containing the setting "Does it mean the Client is attending?" as no, will be hidden on your diary view.

If appointments are hidden that you aren't expecting to be, please check the status allocated to that appointment. Any appointments with a status that has "Does it mean the Client is attending?" set as "no" will be hidden. You can check the settings for a status by going to Settings -> Scheduling -> Appointment Statuses

Hiding (or un-hiding!) non-attending appointments will be applied to all of the diary views (day, week and list view) at the same time, and to both client and non-client appointments. It's a user-specific setting, so if you have multiple users on your account, each person can choose if they want to see non-attending appointments using the filter on their diary.

Appointments will remain listed on the client summary, this setting simply hides them from view to make navigating your diary and seeing available spaces a little easier. And, if you want to view these appointments in the diary again, just untick the hide non-attending option!

Improvements

Consent form links within email templates

We've made a small improvement to the way consent form links are handled within a consent email.

Previously, you may have come across a situation when sending a consent form via email to a client that resulted in clients being taken to a WriteUpp login screen rather than their consent form within the portal. This was as a result of the consent form link within an email or email template being copied or cut and then pasted elsewhere. Moving a link in this way was breaking the link to the consent form.

We've addressed this, so moving a consent form link within an email will no longer break the link. Previously moved links may still be broken. To fix these, please remove the link from your email template and reinsert it by using the VAR dropdown.

Loading of assessments

We've had a few reports of blank copies of assessments being saved, but with the information present in a previous version of the form and visible in the version history. This was due to draft assessments being saved, printed or sent before the page had fully loaded. This might have been down to the save, print or sent buttons being clicked really quickly after opening an assessment, or due to a slow internet connection causing the page to take a while to fully load.

Using any of the buttons before the content had loaded on screen was saving a blank version of the form as the most recent. To combat this, the buttons at the foot of the screen will be disabled until the content has loaded. You'll see them greyed out:



Once the content of your assessment has fully loaded, the buttons will be available as usual.

This shouldn't take any longer than a second or two. If you are finding it takes longer than this, please check your internet connection speed. A slow internet connection may cause pages to be slower to load and therefore take longer for the buttons to be accessible.

Healthcode status marker on invoices sent to Healthcode

If we are unable to retrieve the Healthcode status marker on an invoice for whatever reason, you'll now see a message at the top of the screen when you open the invoice. In this example, the Healthcode credentials that have been entered are incorrect:



The status information comes directly from Healthcode when you open an invoice which has been previously sent to them. If you have decided to no longer use Healthcode following the introduction of the clearing fees or if you have not yet set these up, we are unfortunately unable to retrieve any status information for invoices which were previously submitted to them via WriteUpp. Invoices where this is the case will display an "Access denied" message.

Bug fixes

When adding expenses while creating an invoice, the create invoice screen was not remembering the appointments selected before adding the expense. This has been fixed.
When a client was completing a smart form online, the auto-save functionality was not properly saving any multiple choice answers. This has been corrected.
If you had the default diary view set to week view, using the "View in diary" button to view appointment details was resetting the resources for week view to be the same as day view. This has been addressed.
Emailing an invoice part payment from the part payments screen was failing if a line item on the invoice contained special characters. This has been fixed.

Other news

Classic assessment forms

Classic assessments forms have been discontinued in the assessment store. If you're currently using any classic form templates, you'll still be able to access and use these, but if you remove a classic assessment form from your favourites, you'll no longer be able to access it within the store to re-add it. You won't be able to add any new classic forms going forwards. Responsive assessment forms are available as usual, and custom forms can be created using the form builder.

If you are still using any classic form templates, we'd really recommend switching over to use a Responsive version, if one exists, or creating a custom form. Please don't hesitate to get in touch with the team on live chat if you need a hand getting to grips with the form builder.

Building your own form templates is a really great way to ensure you are gathering all the information that you intend to from your clients, either before, during or after their treatment!
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