v1.6.92

Released on February 10, 2026

This release introduces a reorganized Notes tab with Clinical and Office separation, new workspace settings for note title requirements, perpetual discount options for memberships, and improved inventory alerts in invoices.

Highlights

• Notes Tab Reorganization

  The Notes section within patient profiles has been reorganized with a new dual-tab structure separating Clinical and Office notes. This separation allows clinical staff to quickly access medical notes while administrative staff can focus on office-related communications.

• Clearer Out-of-Stock Alerts

  When products on an invoice exceed available inventory at the current location, users now see a clear warning alert with the ability to override if they have appropriate permissions.

  • Warning banner displays when inventory is insufficient
  • Line items with stock issues are highlighted with red borders
  • “Out of Stock” or “Insufficient Stock” badges clearly indicate the issue
  • Override button available for users with appropriate permissions

New Features

• Option to Require Note Titles

  Workspaces can now enforce note title requirements through a new setting in Settings → Configuration → Clinical Notes. When enabled, users must provide a title for every note they create.

• Perpetual Discount for Patient Memberships

  A new option has been added to set perpetual discounts when updating patient memberships. This allows practices to apply ongoing discounts that persist across billing cycles.

  • Support for both Fixed ($) and Percentage (%) discount types
  • Discounts apply automatically to each membership billing cycle
  • Configurable per patient membership

• Homepage Tasks — No Longer Limited

  The homepage tasks widget now displays all assigned tasks without pagination limits, providing a complete view of your workload at a glance.

Improvements

• Rich Diff Viewer for Note Audit Logs

  New visual comparison tool showing changes between note versions with side-by-side highlighting.

• Enhanced Sticky Notes

  Improved functionality and user experience for sticky notes throughout the application.

• Note Editor Modal

  Better UX improvements for the note editing experience with streamlined workflows.

Bug Fixes

• Pre-Post Care Scheduling

  Fixed issues with pre-care and post-care message scheduling and the associated UI components. Appointment-related care instructions are now properly scheduled and displayed.

• Appointments Pagination

  Resolved an incomplete pagination implementation for appointments, ensuring all appointments are properly loaded and displayed when scrolling through large lists.

• Insurance Form

  Refactored the insurance form component for improved reliability and user experience.