v1.7.84

Released on May 12, 2026

This release fixes several important workflow issues including a role permissions bug that locked some owners out of features, duplicate clock-in sessions causing payroll errors, and duplicate welcome messages being sent to patients. It also brings Instagram DM support, a new patient list experience, and improvements to e-prescribing for assistants.

Highlights

• UI UpdateInstagram DMs Now in Prospyr You can now receive and respond to Instagram Direct Messages from patients directly inside Prospyr’s messaging inbox — no more switching between apps to keep up with patient inquiries coming in through Instagram.
  • Instagram DMs from patients appear alongside your other conversations in the messaging inbox
  • Replies can be sent from within Prospyr without leaving the platform
  • Keeps your team’s patient communication history in one place
• Fixed: Owner Permissions Not Loading Correctly An urgent issue has been resolved where practice owners or staff members with access to multiple workspaces were being shown the wrong role — causing them to be locked out of features like custom permissions that they should have had access to.
  • Owners and admins with access to more than one workspace will now consistently see the correct role and permissions for the workspace they’re actively using
  • Features like custom permissions, team settings, and role-restricted pages will now load correctly
  • No action needed — the fix applies automatically the next time you log in

New Features

• Early AccessRequest access → UI UpdateNew Patients List with Advanced Filters The Patients page has been redesigned with a faster, more powerful list view that lets you filter, search, and take action on patient records more efficiently.
  • Advanced filter drawer lets you build detailed patient searches using multiple conditions at once
  • Save your favorite filter combinations as presets so you don’t have to rebuild them each time
  • Merge duplicate patient records and archive patients with upcoming appointment warnings — all from the list view
• UI UpdateExport Patient List to CSV You can now export your patient list to a CSV file directly from Prospyr, making it easier to run reports, share data with your team, or prepare for external tools.
  • Start a patient CSV export from the Patients page
  • A progress indicator shows you when the export is being prepared
  • Once ready, a secure download link is provided so you can save the file to your device
• UI UpdateE-Prescribing: Prescribe-Under Access for Assistants Workspace admins can now request ScriptSure prescribe-under access for assistant users, allowing assistants to queue prescriptions under a supervising provider’s name.
  • A new ‘Prescribe under providers’ section appears in the provider’s e-prescribing setup panel
  • Admins can select which providers an assistant is authorized to prescribe under
  • Once a provider approves the request (on their next ScriptSure login), the assistant can begin queuing non-controlled prescriptions on their behalf

Improvements

• Opportunities Page Filters Collapsed by Default The Opportunities (Leads) page now loads with filters collapsed, so the patient list is immediately visible and scrollable when you open the page.
  • Previously, expanded filters blocked the ability to scroll the opportunities list without manually collapsing them first
  • Filters now default to collapsed so you can scroll right away
  • You can still expand filters whenever needed — this just saves the extra click for everyday browsing
• Coupon Section Visible on Mobile Invoices When creating an invoice on a phone or tablet, the coupon section is now visible and accessible so you can apply discounts without needing a desktop.
  • The coupon drawer previously didn’t appear when creating invoices on mobile devices
  • Staff working from phones or tablets at the front desk can now apply coupons just like on desktop
  • No changes needed — the coupon section will appear automatically on smaller screens
• Intake Status Updates with Appointment Status The intake form icon on the schedule now stays in sync with the appointment — so you’re only alerted about incomplete intakes when action is actually needed.
  • The intake icon on calendar appointments now only appears when the intake form is genuinely incomplete
  • When an appointment status is updated, the intake status updates automatically to match
  • Reduces visual noise on the schedule for appointments that are already handled
• Rewards Points Logic Improved The rules for awarding loyalty points — especially for first-visit rewards combined with other point types — now behave consistently and as expected across more complex scenarios.
  • Patients set to receive a ‘First Visit Completed’ reward with no accumulation will no longer also receive consumption-based points on that same visit
  • Point distribution now handles overlapping reward rules correctly
  • Settings for referral rewards and the default booking page selection in reward settings are also more reliable

Bug Fixes

• Fixed: Employees Could Clock In Multiple Times Simultaneously A bug has been fixed that allowed the same employee to have multiple active clock-in sessions running at the same time from different devices, leading to severely inflated hours on timesheets.
  • The system now prevents a second clock-in from starting if the employee already has an active session at that location
  • Staff will see a clear message if they try to clock in while already clocked in
  • Payroll records will no longer be impacted by accidental duplicate sessions
• Fixed: Duplicate Welcome SMS Sent to Patients Patients who had already booked an appointment were sometimes receiving a second ‘new lead’ welcome text days later. This has been fixed so welcome messages are only sent once.
  • The booking form now correctly identifies returning patients and prevents a second new-lead entry from being created
  • Patients who book again after their first visit will not receive a repeat welcome message
  • Reduces confusion for patients and protects your practice’s professional image
• Fixed: Duplicate Membership Name Shows Clear Error When creating or editing a membership plan with a name that’s already in use, you’ll now see a friendly, readable error message instead of a raw technical error.
  • Previously, attempting to save a membership with a duplicate name displayed an unintelligible database error
  • Now a clear message explains that the name is already taken and prompts you to choose a different one
  • Applies to both creating new memberships and editing existing ones
• Fixed: Removing a Service from an Appointment Could Crash In some cases, removing a service from an appointment — especially after another service had already been removed — caused the page to crash. This has been resolved.
  • Affected appointments where services had been added and removed in a particular order
  • Staff can now remove services from appointments reliably without encountering an error
  • No data was lost — the fix prevents the crash from occurring
• Fixed: Custom and Consent Forms Could Become Read-Only In some situations, custom forms and consent forms would lock into a read-only state and couldn’t be edited or filled out. This has been corrected.
  • Forms will now remain editable as expected when opened by staff or patients
  • Affects custom intake forms and consent forms used throughout the platform
  • No changes needed on your end — forms will behave correctly going forward