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Many Refinements

Split multi-patient documents

When a single incoming document contains pages for more than one patient, you can now split it into separate documents directly from the processing screen. Open Other Options → Split Document, define page ranges for each patient, and each new document will be queued for classification and processing independently.

Practice Inbox improvements

  • Compose emails — Send new emails directly from the Practice Inbox.
  • Forward conversations — Forward inbox conversations to external email addresses.
  • HTML email rendering — Inbound HTML emails now display with full formatting in a secure preview.
  • Inline images — Embedded images in emails now display correctly instead of showing as attachments.
  • Audio playback — Listen to audio attachments (e.g. voicemail) directly in the inbox.
  • Address book — A tenant-wide address book now provides autocomplete when composing emails.
  • Inbox reports — New reports covering message volume, response times, and staff performance.
  • Auto-advance — After resolving a conversation, you're automatically moved to the next one.

Document processing

  • PDF page rotation — Page rotations made during processing are now saved permanently, so the next person to view the document sees it correctly oriented.
  • Smarter email extraction — Documents auto-extracted from Practice Inbox emails now route correctly, and resolved conversations are handled automatically.
  • Improved file detection — Files with ambiguous extensions are now identified by their actual content type, reducing conversion errors.

Triage & Workflows

  • Stage-based visibility — Triage worklist screens now respect workflow stages, showing only the referrals relevant to each stage.
  • Auto-activation — Workflow assignments activate automatically when the referral enters their stage.
  • Easier reassignment — Reassigning a referral within a workflow is now simpler with fewer clicks.
  • Timeout escalation — Escalation timers now correctly track time per stage rather than overall.

Patient Portal

  • Staff portal management — Administrators can now reset passwords, lock/unlock, and remove portal access for staff.
  • Improved onboarding — Patient portal login, verification, and onboarding flows have been refined.
  • Persistent login link — A short link for the patient portal login page is now available for sharing.

Other improvements

  • Activity log UI with timeline view and audit log page.
  • Patient search made consistent across the application.
  • Fax sender intelligence for better document classification.
  • Confirmation screens added to document processing steps to optimise workflow efficiency.
  • Several calendar and recurring booking fixes.