Release Notes

v0.8.17

Voice capture, inline history, and stronger scheduling checks

This release adds voice-powered client intake to the admin portal, brings appointment and client history inline as an easy-to-browse timeline, and strengthens protection against staff double-booking across appointments and calendar events.

Features

  • Voice-powered client intake: staff can now dictate notes or hold a live AI-assisted conversation directly from the admin header, with the transcript securely captured and ready for review afterward.
  • Inline appointment and client history: the full history of an appointment or client record now appears directly on the page, with a detailed step-by-step view or a quick summary list, in both the admin and patient portals.
  • Reordered quick actions and dashboard: the quick-action menu and dashboard panels are now ordered around the most common daily tasks, and creating a task uses the same save behavior as the rest of the app.
  • Webhook notifications for integrations: practices connecting their website or other systems can now subscribe to specific, precisely defined events for more reliable updates.

Fixes

  • More reliable history loading: fixed an issue where reopening or refreshing appointment and client history could briefly show outdated or duplicate entries; loading older pages is now consistent.

Security and reliability

  • Stronger double-booking protection: scheduling checks now consistently prevent a staff member from being placed into two appointments or calendar events at the same time.
  • Faster calendar loading: calendar views now load using fewer, more efficient data requests, improving speed and reliability.
  • Encrypted voice transcripts: voice capture sessions are encrypted, restricted to authorized staff, and can be safely recovered if a session is interrupted.