New features, improvements and fixes in each TherapyCRM release.
v1.0.51 ·
record a check-in or check-out for an earlier time
When a visit happened but nobody recorded it at the time, staff can now check the client in and out with the real date and time instead of the current moment, so attendance stays accurate for visits recorded later in the day or on a later day.
New features
Check in at… and Check out at… on the appointment attendance card: pick the date and time (defaults to the visit start and end) and save. Times are entered in the calendar timezone.
The same options are available for each child in a group appointment from the Update attendance dropdown.
The assistant can record an earlier check-in or check-out when asked for a specific date and time.
Improvements
A check-in cannot be in the future or more than two hours before the visit start; a check-out must be after the check-in and cannot be in the future. The form explains the rule and the server enforces it.
The calendar refreshes as soon as a check-in or check-out is saved from the appointment dialog.
Bug fixes
After checking out from the appointment dialog, the calendar card kept showing the previous status until the week was reopened.
v1.0.50 ·
automatic no-show setting and no-show revert
Each practice now decides whether visits with no check-in are marked as no-shows automatically, and how long after the start time that happens. Any no-show, automatic or manual, can be reverted from the appointment so attendance recorded late in the day stays correct.
New features
Scheduling Settings gains an Automatic no-shows card: turn automatic no-show marking on or off for your practice and choose how many minutes after the start time it applies (5 to 1,440; default 30).
Revert a no-show from the appointment: group appointments offer Revert no-show for each participant and individual appointments offer it on the attendance card. The visit returns to Scheduled so it can be checked in, cancelled, or marked correctly.
Improvements
A reverted visit is never marked as a no-show automatically again; a deliberate manual no-show remains possible.
Reverting a no-show sends no message to the client, guardians, or staff; the follow-up action carries its own communication.
Changing an individual appointment from No Show back to Scheduled in the edit form is treated as the same revert.
Bug fixes
Group participants marked as no-shows could not be changed afterwards; the per-participant control is now available for them.
The appointment attendance card did not offer Check In when no attendance record existed yet; it now does.
v1.0.49 ·
reliable client selection
Client selectors load a complete, consistent list when records are added or changed at the same time. Existing practice, branch and role permissions continue to control which clients appear.
Improvements
Appointment and billing client selectors load their choices in one request.
Bug fixes
Prevent missing or duplicated client choices when the client list changes while a selector is loading.
Reject incomplete client lists with a retryable error instead of showing partial choices.
v1.0.48 ·
a welcoming arrival and a clear end to the day
A shared-device attendance experience with client name and birthday filtering, clear arrival and pickup confirmations, staff shifts and breaks, and personal-PIN protected kiosk settings. Mobile apps are distributed separately from this web and API release.
New features
Mobile apps: TherapyCRM Attendance brings matching branded client and staff screens to iPhone and iPad, with large character tiles, name pronunciation and reduced-motion support
Offer clients with an appointment today or an active visit, and progressively filter only the name letters or birthday choices that match the current roster
Record client arrivals, checkout and optional pickup details, with attendance history available to authorized staff and guardians
Staff can use name plus PIN, birthday plus PIN or a rotating QR flow to record work, breaks and checkout
Improvements
Owners, administrators and permitted managers use their personal attendance PIN for protected kiosk settings
Choose enabled client and staff methods and a valid default, with safeguards that keep at least one method available
Staff can reset an enabled attendance PIN from their profile after confirming their account password
Large-text layouts keep client choices, staff cards, PIN entry and QR controls readable across phone and tablet sizes
Retired documentation is organized in an archive and unused components are removed
Bug fixes
Invalid staff birthdays show readable guidance instead of raw validation JSON
Native connection failures preserve the encrypted roster and queued arrival across restart, then replay once on reconnection
Client attendance history correctly reads paginated API responses
QR and settings controls share the staff toolbar without adding an extra row
v1.0.47 ·
session notes within reach
Capture and save session notes while collecting data, then review and sign them through the document workflow. This release also improves desktop layouts, save recovery, document status updates, search and validation.
New features
Write quick session observations and optional SOAP sections alongside data collection without stopping the session
Save note draft adds the note to client Clinical notes while the session continues; saving again and ending the session update the same note
Encrypted device drafts recover session entries after refresh and keep notes available while offline; completing the session queues them for synchronization
Review session notes explicitly before ending; finalization, approval and signing remain separate steps
Improvements
Compact desktop session notes panel with independent scrolling keeps session actions beside collected data
Clear device-save and client-note-save status, with a direct link to client notes
Clinical notes is the collection name, while individual session, progress and SOAP notes keep their specific names
Completed document workflows display Published; individual signature records still show who signed
Red action buttons are reserved for deletion and removal; discharge, cancellation, archive and deactivation actions use neutral styles
Validation summaries show missing fields by section and link to the fields that need attention
Bug fixes
Fixed stale document and review screens after finalizing, returning, resubmitting or signing a note
Returned documents show the reason for requested changes on their edit screen
Concurrent note edits retain local text and explain the conflict instead of overwriting newer changes
Session-note retries and session completion reuse a saved draft instead of creating duplicate notes
Fixed offline session completion waiting on connectivity instead of protecting the submission in the local queue
Staff directory search matches full names across first and last name fields
Invoice save failures retain entered values for retry, and unsaved invoice changes are protected on exit
Scheduling readiness uses the intended practice, date and appointment scope and offers retry and correction links
Fixed registration navigation back to pricing and added accessible labels to document action menus
v1.0.46 ·
bring your practice data in, book group sessions
TherapyCRM 1.0.46 introduces the Data Import workspace, which brings your existing spreadsheets and documents into TherapyCRM as reviewable records — not only clients, staff, plans and appointments but the records that hang off them: emergency contacts, diagnoses, funding, consents, certifications, schedules, plan reviews, goal details and lead follow-ups. It adds group appointments, where one therapist sees several children in one time slot while each child keeps their own visit, and a practice-wide consistency pass that protects unsaved work, tells you plainly when something failed to load, and makes the application usable on a phone.
New features
Data Import workspace: upload spreadsheets (CSV, TSV, Excel), PDFs, Word files, scanned pages or pasted text, then review everything on one full-width screen before anything is written
Import across modules: clients and guardians, enquiries, staff, billable services, appointments with their session notes, treatment plans and goals, invoices and payments
Import client records in depth: emergency contacts, diagnoses, service enrolments, funding enrolments and adjustments, packages, custody, consents and assents land on the right client
Import staff records in depth: certifications, weekly schedules, availability exceptions, leaves, time tracking, emergency contacts and rotation-group membership
Import treatment plan detail: plan reviews, treatment schedules, service delivery, and goal conditions, data sheets, interventions and equipment links
Import lead follow-up: communications, tasks and consultations attached to the right enquiry, plus reference data such as lead sources, lead statuses, rotation groups, funding programs and package definitions
Automatic column mapping with a per-sheet mapping panel you can correct, re-mapping or re-extraction of a single sheet, and a review grid with sticky columns, quick per-row fixes and Save and next
Checks before you commit: duplicates against existing records and within the import, missing or ambiguous links, and per-module rules, each shown on the row it affects; rows that need attention can be held back
Group appointments: book one therapist with several children in one time slot, with room, capacity and equipment; each child has their own visit, attendance and notices
Manage a group in place: edit the group, add or remove children, check in, mark a no-show or cancel one child without touching the others, or cancel the whole group
Treatment plan document, text and CSV imports now open in the Data Import workspace with the branch and module preselected
Create a new client schedule from the scheduling page, with an opt-in to include draft treatment plans while planning
Searchable Practice Settings with plain-language synonyms, and a command search that is available on phones
Improvements
Unsaved changes are protected on every exit: menu links, the command palette, browser Back and Forward, closing an editor, and leaving the page
When something fails to load you now see that it failed, with a retry, instead of an empty list, a zero total or an apparently active setting
Phone layouts: client intake and edit sections no longer overlap, page headers and tabs wrap, the week calendar scrolls within its own area and the phone calendar opens on Day view
The mobile navigation drawer traps focus, closes with Escape and returns focus to the menu button; hidden controls are no longer reachable by keyboard
Photo upload and field help work by keyboard and touch; validation summaries take you to the section and field that needs fixing
Amounts always show which currency they are in, using the invoice, report or practice currency; reports and exports carry the currency and refuse to add up unlike currencies
Legacy CSV imports on the Clients, Leads and Treatment Plans lists validate first and require an explicit Import step, with every row error shown on screen and downloadable
Lists and tabs keep their place in the address bar, the parent menu item stays highlighted on a record, and browser tabs are named after the module
The client portal sign-in explains how to recover access and works with password managers
A client's date of birth starts masked; revealing it is an explicit action for staff who may edit the client, and each reveal is recorded
A consistent layer order for the header, drawers, dialogs and menus, a readable destructive button colour, and shared status badges across modules
Import review: pickers for fixed-choice fields, clearer labels for records that come from the same import, and an aligned imports list
Monthly import allowance with a visible estimate of what an import will consume before it runs, and progress per file, sheet and page
Faster continuous integration and browser qualification, so releases wait less
Bug fixes
Fixed imported lookup columns such as diagnosis codes, rotation groups and goal titles being dropped instead of matched to the right record
Fixed a staff emergency-contacts sheet being read as client emergency contacts
Fixed imported records staying unmatched when the parent already existed and was also present in the import; accepting the parent now settles its children
Fixed accepting a staff member as an update failing because of the roles column, and a plan with no therapy type refusing its imported service delivery
Fixed imported consents being reported as a permission problem instead of the custody rule that applied
Fixed dates and times losing their time of day, or being read in the wrong order, when imported from a spreadsheet
Fixed an interrupted import being unable to resume, and a retried step creating a duplicate record
Fixed a single failing sheet or file ending the whole import instead of just that sheet
Fixed the group appointment card overflowing its calendar column and a cancelled child still counting as a client of the appointment
Fixed the failed-load state of the leads pipeline, notifications and clinical workflow settings presenting as valid data