In March, we released a broad set of Medicasimple updates across appointments, finance, treatment planning, inventory, reporting, and the mobile experience.
🚀 New Features
🎉 Online Appointment Payments
Online appointment flows can now include a payment step. Clinics can manage deposits or appointment payments more directly during booking.
What it helps with
Booking and payment can happen in one connected flow, giving teams a more controlled appointment experience and clearer collection process.
🎉 AM/PM Calendar Display
An AM/PM time format option has been added to the calendar. This gives teams that use this format a clearer way to follow the daily schedule.
What it helps with
Clinics can adapt the calendar view to the time format their team is already used to.
🎉 More Detailed Permission Controls
Appointment, task, appointment status, and invoice permissions are now more granular.
What it helps with
Clinic managers can define team roles more clearly and control who can take specific actions across daily workflows.
🎉 Mobile Barcode Scanning Support
Mobile inventory workflows now support a wider range of barcode formats, including Data Matrix, GS1, and standard barcode types.
What it helps with
Stock teams can complete inventory actions faster with less manual entry.
✨ Improvements
✨ Simpler New Clinic Setup
New clinic creation now starts from the country selection. Language, timezone, and currency defaults are applied more consistently from the country-based setup.
What it helps with
New clinics can be configured faster and with fewer manual setup steps.
✨ Stronger Locked Treatment Plan Controls
Locked treatment plans now have stronger controls around doctor changes, list prices, active status, and completion dates.
What it helps with
Approved treatment plans stay more consistent after they are locked.
✨ Improved Patient Group Reporting
Patient group reports now include total treatment count, total paid amount, group types, and richer export fields. Totals are also easier to review.
What it helps with
Clinics can analyze patient groups more clearly across both operational and financial views.
✨ More Complete Inventory Exports
Inventory movement and inventory request exports now include barcode information. Patient-related stock outputs also show patient information more consistently.
What it helps with
Stock tracking and retrospective checks are easier to complete.
✨ Clearer Invoice and VAT Workflows
Bulk VAT updates and invoice item grouping have been improved, with items organized by treatment plan and procedure.
What it helps with
Invoices are easier to read, and finance teams can manage bulk updates more efficiently.
✨ Improved Multi-Clinic Patient Workflows
Patient merging, balance calculations, and patient timeline records are more consistent across multi-clinic environments.
What it helps with
Teams working across multiple locations can follow patient information with more confidence.
✨ Better Notification Routing
Tapping a notification now routes users to the relevant screen more consistently.
What it helps with
Teams can move from notification to action faster.
✨ Mobile Daily Workflow Improvements
The mobile app received improvements across payments, expenses, payment plans, stock forms, patient editing, reports, appointment creation, long notes, payment details, and end-of-day filters.
What it helps with
Teams can complete more daily clinic work from mobile without returning to a desktop.
🛠️ Fixes
🛠️ Finance View Consistency
Resolved selected display issues across patient expenses, income and expense colors, account balance colors, financial report permissions, payment notes, and receipt fields.
🛠️ Appointment and Calendar Fixes
Resolved selected issues affecting recent appointments, cancelled appointments, working hours, past appointments, and appointment status flows.
🛠️ Treatment Planning Fixes
Improved stability in selected treatment plan, proforma, deleted lab connection, stock-linked treatment, and surface-selection scenarios.
🛠️ Messaging and Notification Fixes
Resolved selected inconsistencies across SMS, email templates, contact log records, and mobile notification behavior.
🛠️ Billing and Subscription Fixes
Resolved selected management and display issues across subscriptions, add-ons, prorated charges, one-time payments, and CMS flows.
🛠️ Healthcare Integration Flow Fixes
Healthcare integration flows are now more reliable across patient record, routing, and submission steps.
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