New features, improvements and fixes in each TherapyCRM release.
v1.0.57 ·
Family portal: permissions, policies, online payments
The family portal gains per-guardian access levels, a practice portal policy families accept before requesting visits, a practice-wide Family portal page with announcements, a Progress tab, online invoice payment through your own Stripe account, message attachments, and the remaining screens of the family app.
New features
Per-guardian access levels (clinical, photos and video, billing, scheduling) can be set when inviting a guardian and changed from the client access card, so a custody-restricted parent sees only what you allow.
Practice portal policy in Practice Settings: turn the portal or online visit requests on or off, set notice and booking windows and request limits, and write a policy families accept before they can send requests; changes to the text prompt families to accept again.
A practice-wide Family portal page lists every guardian account with access, status, last sign-in and terms acceptance, with resend, disable and password-reset actions, and lets you publish announcements that appear at the top of every family's Updates tab.
A Progress tab in the family portal shows goals from the active plan with family-friendly status labels and trends drawn only from sessions the care team has signed off.
Online payments: connect your own Stripe account from Practice Settings and families can pay open invoices by card from the Billing tab; TherapyCRM never holds the money and the payment is recorded on the invoice automatically.
Messages support image and PDF attachments for both staff and families.
The family app now covers updates and announcements, visit requests and changes, messages with attachments, progress, home practice, documents, forms, billing, account settings and the policy gate.
Improvements
Guardians can reset a forgotten password themselves, update their profile and notification preferences, and change their password from the Account tab; staff can resend invitations, disable or re-enable sign-in and send a reset from the client access card.
Portal sessions stay alive while a family is active and warn two minutes before they expire; opening a tab always shows fresh data.
Visits list recent and cancelled appointments with the clinician's name, and change requests inside the notice window are flagged as late notice for staff.
Guardians accept the terms and privacy policy when they create their account, and the practice policy text appears in the booking and change dialogs.
The Family portal and Online payments cards sit at the end of Practice Settings, and the Online payments card scrolls into view when you return from Stripe.
Bug fixes
An invitation sent to an email address that already belongs to a portal account at another practice is now refused with a clear message instead of failing silently.
The family app's sign-in no longer fails the CSRF check.
Deep links to portal tabs open the right tab, and a link to a tab the guardian cannot see falls back to Updates instead of an empty page.
A disabled guardian sees why they were signed out, and a shared document without a file no longer opens blank.
v1.0.56 ·
Connected calendars redesign
The Connected calendars card on your profile and on Practice Settings > Integrations has a clearer layout that shows the sync status of every connected calendar at a glance.
Improvements
Connected calendars now has a practice sync toggle with helper text, an empty state before any account is connected, connection headers with status badges, and a sync status badge for each calendar (Synced, Sync queued, Needs attention).
Sync now and Remove actions sit beside each calendar, direction icons show what is synchronized, and the last synchronized time reads naturally, for example 5 min ago.
Bug fixes
The Add calendar form can now be cancelled without adding a calendar.
v1.0.55 ·
Google Calendar synchronization
Connect Google calendars to personal, branch or practice schedules. Events synchronize in both directions and remain editable in the calendar where they were created.
New features
Connect multiple Google calendars and select which schedules and events to synchronize.
Show external events as read-only calendar entries and optionally prevent conflicting bookings.
Improvements
Your profile details now appear first, followed by connected calendars, calendar subscriptions and the remaining account settings.
Bug fixes
External busy events are included in scheduling conflict checks when blocking is enabled.
v1.0.54 ·
recurring appointment therapist changes
Change the therapist for an individual recurring appointment while preserving its series. Cancelling this and following appointments includes substitute therapists and sends each therapist the relevant cancellation notice.
Improvements
Recurring appointment changes preserve the series relationship and continue to enforce therapist eligibility, permissions, treatment-plan rules and booking conflicts.
Bug fixes
Changing the therapist for one recurring appointment no longer incorrectly reports that its parent appointment was not found.
Changing the first appointment therapist no longer blocks rescheduling later occurrences.
Cancelling this and following appointments includes visits assigned to substitute therapists and notifies each affected therapist. Staff limited to their own appointments receive clear guidance if a practice scheduler must cancel the series.
v1.0.53 ·
faster public pages and reliable previews
Public pages load with a smaller, separate bundle and include clearer product, security and demo information. Release previews use fewer database resources and recover reliably from startup connection failures.
Improvements
Public pages include improved metadata and sitemap coverage for Canadian therapy practices.
About, security and demo pages provide more detailed product information.
Optional public-page analytics respect consent and remain separate from clinical screens.
Bug fixes
Unknown public URLs return a real not-found response, and public legal pages display their document content correctly.
Published and cached pricing preserves the billing currency.
Release previews recover from temporary database startup failures and clean up expired resources automatically.
v1.0.52 ·
appointment dialog no longer clipped
The Edit Appointment dialog fits its frame again: the action buttons at the bottom wrap onto a second row instead of pushing the form wider than the dialog.
Improvements
Secondary actions (Cancel Appointment, Share note with guardian) sit on their own row when there is not enough room; Cancel and Update stay together on the right.
Bug fixes
Existing appointments with four footer buttons stretched the dialog beyond its box, cutting off the left edge of the form labels and the right edge of the Therapist field.