In June, we released updates across consent, prescriptions, treatment management, reporting, payments, and mobile workflows. The focus this month was helping clinic teams manage daily operations with clearer controls, stronger visibility, and more flexible workflows.

🚀 New Features

🎉 Mobile Caller ID

Caller ID support has been expanded in the Medicasimple mobile app. When the required phone permission is enabled, incoming calls can show the patient name stored in Medicasimple instead of only showing a phone number, helping teams recognize the caller faster and prepare for the conversation.

Caller ID only manages Medicasimple’s own caller identity cache and does not change the user’s personal contacts. Patient-name display is supported on both iOS and Android screens.

Read the Caller ID setup guide →

🎉 Prescriptions and Drug Catalog

New infrastructure has been added for creating prescriptions and searching the drug catalog inside Medicasimple. Prescriptions can be created and listed from the patient record.

The new structure supports prescription items, drug catalog search, and regular catalog updates, helping clinic teams manage prescription workflows in a more central and trackable way.

Read the prescription guide →

🎉 Clinic-Based Treatment Categories

Clinics can now create custom treatment categories and connect treatments to those categories. Category creation, editing, deletion, and treatment matching can be managed per clinic.

This helps each clinic organize its treatment list in a way that better matches its own operating model.

Read the treatment categories guide →

🎉 GDPR and Consent Form Approval Methods

Different approval methods can now be selected for GDPR and consent forms. Clinics can choose automatic approval, signature, or verification-code methods depending on the purpose of each document.

This makes it easier to manage privacy notices, treatment consents, and operational forms with automatic, signed, or code-verified approval flows while keeping the team clear on how each form should be collected.

🎉 Open Consent Forms in a New Tab

Consent forms collected with signature can now be opened in a new tab, making it easier to review the form with the patient or complete the signing flow on a separate screen.

🎉 Doctor-Based Discount Filtering

Treatment discount workflows now support filtering by doctor. This makes it easier for clinics working with multiple clinicians to find and apply the right discount options faster.

🎉 WhatsApp Communication Permission

WhatsApp permission has been added to patient communication preferences. Teams can manage WhatsApp permission separately from SMS permission across web and mobile workflows, making each patient’s communication preferences easier to follow.

🎉 Completed Treatment Report Treatment List Filter

The Completed Treatment Report can now be filtered by treatment list. Clinic teams can review completed procedures for a specific treatment list and follow totals more clearly with count handling that is separated for better consistency.

🎉 Media Data Transfer

Media transfer processes have been improved for practices moving to Medicasimple. Patient and clinic media from different platforms can be transferred to Medicasimple when the right conditions and suitable data structure are available.

✨ Improvements

✨ Required Stock Exit Direction

Stock exit direction is now required during stock-out operations, helping teams keep stock movement records clearer and more consistent.

✨ Online Booking Experience

Online booking flows and patient redirection have been improved, including a more consistent portal experience for existing patients.

✨ Payment Updates Page

The Payment Updates page has been reworked so clinic teams can review payment movements and related updates more clearly.

✨ See All Today in Appointments

The appointment area on the mobile home screen now includes a See all today button, helping clinic teams reach the full list of today’s appointments faster.

✨ Reporting Improvements

A pie chart view has been added to the completed treatment report. Recall statistics, doctor-level patient acceptance reporting, and appointment occupancy reporting have also been improved.

The daily closing Excel export now includes a balance column, helping clinics review patient balances more easily across different clinic and currency scenarios.

✨ Activity Flow Tracking

Session date changes are now written to the patient activity flow, making it easier for teams to follow appointment and session history.

🎉 Mobile New Capabilities

• Patient group discounts can now be defined on mobile.
• Treatment lists can now be viewed from settings on mobile.
• The completed treatment report can now be filtered by treatment list on mobile.
• Treatment discount screens now support doctor-based filtering.
• Consent forms can now be opened in a new tab on mobile.
• Consent forms can now be sent by email from mobile.
• Team roles beyond front desk, assistant, and manager can now receive the related doctors’ notifications.
• iOS support has been expanded for older devices, with support added down to iPhone 8.