Release Notes – May 20th, 2026

Waitlist — Major Update

The Waitlist dashboard card received a significant expansion, making it easier to keep track of waiting patients and act on their appointment history without leaving the card. Highlights include:

• Last & next visit summary on every patient card — see each patient’s most recent and soonest upcoming appointment (date, type, practitioner) at a glance
• Appointment Summary — click any visit to open a modal with date/time, type, practitioner, and notes, change appointment status inline, or jump straight to that day on the calendar
• Appointment History — a richer view showing who booked and last modified each appointment
• Cancel & Cancel and Notify Patient actions for upcoming appointments, right from the waitlist
• Multi-practitioner entries — attach one or more specific practitioners to a waitlist entry, and availability is searched across all of them
• Find Availability improvements — multi-practitioner search and a true date-range filter that narrows the matched slots

Label System Overhaul

Labels are now a single, unified system with full management available inline from every label picker — in notes, charts, the patient workspace, reports, and documents.

• Per-user default upload labels — a new ‘gear’ button (⚙️)in the Documents module toolbar lets each user choose which labels are automatically applied to the documents they upload. You are not stuck to “unread” and “upload” any longer.
• Full custom label management — create, rename, re-colour, and delete labels inline from any label picker; a deleted label can be restored, and removing a label never strips it from documents or notes that already use it
• Label creation is now available to every office, with admins able to create office-wide labels and practitioners their own personal labels

Express Checkout — Checkout Alerts

The Daily Xpress Checkout card now has a per-user Checkout Alerts preference. Click the gear (⚙️) icon at the top right of the card to access it. Choose the note labels you care about, and any patient with a matching note in their workspace will have a count badge and an Alerts panel directly in the checkout list — so important notes won’t be missed at checkout.

Dispensary Product List

• Usage columns — optional 3-month, 6-month, and 12-month columns showing net item movement (sold minus refunded) so you can gauge how a product is moving without leaving the product list. Opt-in via the gear button at the top right of the item list in the dispensary (⚙️).
• Filter persistence & filter pills — your search, category, manufacturer, status, and sort settings now stick when you edit a product and return. Removable filter flags next to the “Product List” title let you clear individual filters with one click. No more losing your filter settings when you return to the product list.

Patient Appointment Report

On the admin version of the Patient Appointment Report, when you select a practitioner in the Practitioner Involved dropdown, the Appointment Name list now includes that practitioner’s personal event types alongside the office event types. This allows admins to run appointment reports for practitioner-specific event types at their clinic.

Suicide Severity Rating Scale (C-SSRS)

• Added a “Print This Section Only” button so a practitioner can print just this section — with the standard chart header and signature/date footer — without printing the rest of the chart.