In September, we released important updates across online booking, estimates, AI clinical notes, financial reporting and integration workflows. We also made improvements that help clinics manage daily operations with more control, review financial data more easily and move patient processes forward faster.

🚀 New Features

🎉 Automatic Approval for Online Bookings

Online booking requests can now be set to automatic or manual approval for each service. When automatic approval is enabled, eligible requests that do not require a deposit are converted directly into calendar appointments.

For clinics where online payments are available, bookings that require a deposit are added to the calendar after a successful payment. When automatic approval is disabled, the request waits for the clinic team to review it.

The system checks for an existing patient in the same clinic using the phone number, first name and surname. Email details are used when needed. Cases that require further review, such as multiple matches or a date of birth conflict, remain pending for manual approval.

🎉 Updated Estimate Experience

The estimate screen has been redesigned with a clearer and more practical layout. VAT information is now included, and the link shared with the patient uses the same updated view.

On mobile devices, wider tables can be reviewed with horizontal scrolling. This makes estimate details easier to read across different screen sizes.

🎉 New Webhooks

New webhooks are available for treatment and payment records. Connected integrations can now be notified automatically when these records change.

Creating, updating or deleting a treatment or payment sends the relevant event to the clinic’s active connections. This helps keep data in Medicasimple and connected systems up to date.

🎉 Create AI Clinical Notes from Audio Files

You can now upload a previously recorded audio file when creating an AI clinical note. Once the recording has been transcribed, you can review, edit and approve the content.

Audio files can also be added to Media > Documents in the patient profile, keeping the recording with the relevant patient file.

🎉 Cash Flow View in the Income and Expense Chart

A Cash Flow option has been added to the Income and Expense chart in Overview. The Profit view is based on expense records, while Cash Flow uses completed payment transactions from Accounts.

Switch between the two views to assess accrued expenses and completed cash movements separately.

🎉 View Foreign Currency Payments in Your Clinic Currency

On the patient Payments page, received payments, applied treatments and balances continue to be shown in their transaction currency. For records in another currency, the clinic-currency equivalent appears directly below the amount. Payment Summary also includes a separate line for the total balance equivalent in the clinic currency.

Hover over a received payment or applied treatment amount to open its Exchanged Amount. Clinics working with several currencies can compare the values calculated using the relevant exchange rate without converting them manually.

✨ Improvements

✨ BPE and BEWE Entry Screens

The BPE and BEWE entry screens have been redesigned with a clearer, more structured layout. Switch between the BPE and BEWE tabs in the patient profile to review periodontal assessments and tooth-wear measurements separately.

Each record card brings together the clinician, total score, recording date, measurements for each area of the mouth and the clinical note. When adding a new BPE or BEWE record, clinical teams can enter results only for assessed areas and leave the remaining fields blank.

✨ Clinician Details in Prescription Settings

Prescription settings now include Prescriber Type and GDC or registration number. Clinicians can update these details from the clinic settings or their own profiles.

The selected prescriber title and registration number are shown with the clinician’s name in the prescription preview, helping professional details appear more completely on prescriptions.

✨ Contact Details in Recall Exports

Patient Phone and Email Address columns have been added to the Recall export. Clinic teams can access patient contact details in the same Excel file and manage follow-up workflows more easily.

✨ Permission to Edit Treatment Completion Dates

A separate permission has been added for editing the dates of completed treatments. Users with this permission can edit dates individually or in bulk, while users without it cannot make these changes.

✨ Filtering and Sorting in the Daily Monitoring Report

The filter area in the Daily Monitoring Report has been redesigned. Sorting is now more consistent across all supported columns.

Teams can narrow the report to the information they need and review important records more quickly.

✨ Treatment List Excel Import and Export

Excel import and export for treatment lists has been improved. Treatment descriptions and active or inactive status are preserved during file transfers.

🛠️ Fixes

🛠️ Print the Daily Schedule from the Calendar

The daily schedule print shortcut that was previously available in the calendar has been restored. With the calendar open, press Ctrl+P or Cmd+P to open the daily schedule print screen.

🛠️ Patient Phone Number Formatting

Country codes and number formatting for international phone numbers have been corrected. Patient phone numbers now appear in a more consistent format based on the saved country information.

🛠️ Invoice, Prescription and Account Addresses

We improved the display of clinic and patient addresses on PDF invoices, patient addresses on prescriptions and address details in accounts.

🛠️ Online Payment Confirmation Message

We fixed an issue that could show incorrect wording in a successful online payment message when the patient name was unavailable. The confirmation is now sent without displaying missing patient details.