Dashboard updates, records and calendar improvements, and bug fixes
Dashboard 📊
We are preparing to remove the old dashboard. If you still use the old dashboard, we recommend getting familiar with the new one now. If the new dashboard doesn't suit your workflow, please send us your feedback through the chat.
See which dashboard you are viewing. A new icon in the top left of the dashboard shows whether you're looking at a clinic location or an individual practitioner.
Open a patient's profile from the list view. Appointments in the dashboard list view now have a button that opens the patient's profile directly, so you can skip the appointment pop-up.
Easier to find the sidebar edit button. The button for editing the dashboard sidebar sections is now easier to see.
Narrower sidebar on wide screens. The right-hand sidebar takes up less space on wide screens, leaving more room for your overview.
Records 📋
Adding products to a treatment record now requires the product sales permission. The permission for registering product sales now also covers products within a treatment record. Before this change, any user who could register the payment or invoice in a record could also add products. Now only users with the product sales permission can do this.
To review: go to Menu > App Settings > Users > User roles and check which roles have the product sales permission.
Calendar 🗓️
Start video meetings earlier. We removed the strict time limit for video meetings. You can now start a meeting more than 15 minutes before its scheduled start time.
Messages show the linked treatment name. When a specific treatment is linked to an appointment, confirmations and other messages now show the treatment name instead of the service or category. No action needed.
Patient preselected when booking from the waiting list. When you add an appointment for a patient on the waiting list, that patient is now always preselected in the appointment form.
Patients & Messaging 💬
More attachments in secure manual emails. You can now attach more files when you send a manual email to a patient securely. If you go over the limit, a clear error message tells you so.
Updated phone number validation. Some new number ranges are now accepted. Clinicminds also checks that a number entered as a mobile number really is a mobile number and not a landline, so it can receive SMS messages.
Drawings ✍️
Better color contrast. We adjusted the colors in the new drawing tool to make them easier to tell apart.
Drawing tool resets to the default. The tool and color now go back to the default every time you open the drawing tool.
Drawing window opens higher on the screen. The drawing window now opens closer to the top of your screen, so you can see more of the drawing on small screens.
More refinements based on your feedback. We made several other improvements to the new drawing tool and drawing presets since the last release. Thanks for all your feedback.
Reports 📈
New payment requests report. A new report lists all payment requests made from patients' wallets, along with their status.
Patient UI 📱
Smoother scrolling in patient forms. Patient forms now scroll from one question to the next more smoothly.
Faster patient pages. Patient pages, such as forms and the online gift card store, load faster.
Better controls on iPhone and iPad. Some controls in patient forms now display better on iPhone and iPad.
Clinic Notifications 🔔
Payment request notifications go to the location's address. Notifications about completed payment requests are now sent to the location's own email address instead of the general clinic address, so the right team receives them.
Online Scheduler 📆
Extra protection against spam bookings. We added more security measures to prevent spam bookings. No action needed.
Clearer message when sex/gender is missing. If a patient forgets to enter their sex or gender, the scheduler now tells them more clearly what's missing.
Other Improvements 🔧
Visual improvements. We made several visual improvements and clarifications throughout Clinicminds.
Tables fit your screen better. Some tables now display better on smaller and wider screens.
Fixes ✅
Resolved an issue that could show incorrect appointment times for future days in the dashboard list view.
Resolved an issue that put patient edits at the bottom of the view/edit log popup instead of sorting them by date.
Resolved an issue that marked patient details as incomplete when the pharmacy field was set to required.
Resolved an issue that could cause a Quinn Smart Summary recording to be lost when you took a photo on an iPad during the recording.
Resolved an issue that made the page scroll instead of drawing a line when signing a form on an iPad.
Resolved an issue that could send a prescription immediately, even when it was set to wait until the related invoice was paid.
Resolved an issue that could send notifications for yellow or red alert badges in patient questionnaires after those badges had been turned off for that question.
Resolved an issue that could send alert badge notifications for questionnaires the practitioner filled in instead of the patient.
Resolved an issue that hid location-specific details, such as logos, after a patient completed a payment in the online scheduler.
Resolved an issue that could show incorrect text when offering an optional prepayment refund after a patient canceled an online appointment.
Resolved an issue that prevented large accounts from downloading the complete SMS log.
Resolved an issue that showed a white page when returning to the task list from a patient's profile.


