v1.7.39

This release adds a detailed purchase history view for patients and fixes several key issues with invoicing, pre-care messaging, and tip calculations.

v1.7.39

Released on March 30, 2026

This release adds a detailed purchase history view for patients and fixes several key issues with invoicing, pre-care messaging, and tip calculations.

Highlights

  • Patient Purchase History: View a detailed list of everything a patient has purchased across all their invoices, with advanced filtering to quickly find specific services or products. (#5977, PRO-5137)
    • New ‘Purchases’ tab in patient profiles shows individual line items instead of full invoices
    • Filter by service type, amount paid, balance due, or date to find exactly what you need
    • Perfect for tracking payment history on specific treatments or products

New Features

  • Immediate Pre-Care Messages: Configure pre-care and post-care messages to send immediately when an appointment is booked, instead of waiting for a time delay. (#6316, PRO-5154)
    • New checkbox option in service messaging settings
    • Perfect for practices that want patients to get instructions right after booking
    • Still works with existing time-based scheduling if preferred
  • Enhanced Search on Opportunities: Search for opportunities using phone numbers and email addresses, not just patient names. (#6645, SUP-2791)
    • Type any phone number or email to find matching opportunities
    • Works with formatted numbers like (555) 123-4567 or plain digits
    • Saves time when patients call and you only have their contact info

Improvements

  • Better Package Coupons: Package coupons now work correctly when services are shared across multiple packages or when alternate services are used. (#6658)
    • Fixes issues where coupons wouldn’t apply to complex package configurations
    • Handles cases where packages share the same services
    • Ensures accurate pricing when alternate services are substituted

Bug Fixes

  • Tip Amounts Show Correctly: Fixed an issue where the tip modal showed $0.00 instead of the correct suggested amounts on invoice payment pages. (#6650, SUP-2794)
    • Tip percentages (15%, 18%, 20%) now calculate properly from invoice totals
    • Affects the checkout flow when patients are paying invoices online
    • Ensures staff and patients see accurate tip amounts during payment
  • Pre-Care Messages for Same-Day Bookings: Pre-care messages now send immediately when appointments are booked with short notice, instead of being skipped entirely. (#6653)
    • Fixes issue where same-day or last-minute bookings wouldn’t receive pre-care instructions
    • Automatically sends messages right away if the scheduled send time is in the past
    • Ensures all patients get important preparation information regardless of booking timing