New features, improvements and fixes in each TherapyCRM release.
v1.0.39 ·
Canadian terms of service, acceptance records, and AI data residency
TherapyCRM 1.0.39 republishes the Terms of Service and Privacy Policy as Canada-focused drafts for legal review, records every acceptance with its version, restricts registration to Canadian practices outside Quebec, enforces a North-America-only policy for AI model providers in code, and honours the 30-day read-only export window after a subscription ends.
New features
Terms of Service and Privacy Policy published as effective for a Canada-only offering: party roles under Canadian privacy law, a liability cap of fees paid in the preceding twelve months, customer consent and anti-spam responsibilities, AI disclosure, data-location disclosure, intellectual-property and confidentiality protections, reserved rights to change terms, pricing, and hosting, breach notice, and Ontario governing law
Registration now requires explicit acceptance of the current Terms and Privacy Policy and asks for the practice’s province; Quebec practices are told the service is not offered there
Practice owners are asked in-app to accept a new version of the documents whenever one is published, and every acceptance is kept as evidence with version, person, time, and network address
After a subscription ends, the practice keeps read-only access — including data exports — for thirty days before data is scheduled for deletion
Improvements
Legal documents now show a version and effective date, and the Canada-first defaults apply to new practices
The welcome email confirms the Terms and Privacy Policy versions accepted at signup with links to the documents, and no longer makes support or certification claims the Terms do not
Public-page footers show the current year
Bug fixes
The previous documents described an adult-client product, referenced a non-existent service agreement, and pointed to a foreign jurisdiction; all three are corrected
Breaking changes
New practice registrations are limited to Canadian provinces and territories outside Quebec; existing practices are unaffected
v1.0.38 ·
Comprehensive client discharge
TherapyCRM 1.0.38 introduces a guided, auditable discharge workflow that checks the client’s open care and billing context, records the clinical rationale, produces a final discharge summary, and closes the applicable care episode records together. Reactivation starts a clean new care episode without erasing historical discharge evidence.
New features
Review a discharge preflight covering future appointments, completed uninvoiced sessions, service enrollments, treatment plans, treatment schedules, and waitlist entries
Capture a structured discharge reason, required clinical narratives, explicit safety confirmations, and acknowledgement of outstanding uninvoiced work
Generate a final discharge-summary document from the practice’s published Discharge Summary template
Cancel future appointments and close open enrollments, plans, schedules, and waitlist entries atomically with the client discharge
Reactivate a client for a new care episode while preserving the prior summary and immutable discharge history
Improvements
Completed sessions remain available for billing after discharge, with their uninvoiced state shown before confirmation
Client, portal, and assigned-care-team notifications are consolidated after a successful discharge
Discipline-level enrollment discharge and hold actions now require a reason
Client lists and detail pages expose the guided workflow only for eligible active clients
Bug fixes
Cancelled waitlist history retains the client name after the client leaves active care
The client bulk-action menu no longer offers a new discharge workflow for an already discharged client
v1.0.37 ·
Ask Agent approval hardening and goal data-sheet guardrails
TherapyCRM 1.0.37 hardens Ask Agent approval cards, brings the in-app agent to parity with the direct MCP connector across all registry domains, and guarantees that every goal added to a treatment plan is collectible in the Session Runner from the moment it is created.
New features
Ask Agent now offers the same identity check as the direct MCP connector and can discover a complete domain exactly, without a broad-search cap
Approved Ask Agent writes show what changed in plain language, and the result is kept in the conversation history after a reload
A Propose mode in the agent panel turns an explicit change request into a single approval card instead of a conversational back-and-forth
New treatment-plan goals require a published data sheet, recommended automatically from the measurement type, so Start Session can collect data right away
Improvements
Clinical-library categories, report date ranges, single-item groupings, and appointment date fields are normalized so correct natural-language requests are not rejected for spelling differences
Update confirmations use human labels and summarize the changed fields without exposing internal identifiers
Lead name aliases are validated for consistency, and a lead proposal that contradicts the user’s statement about whether the contact is the client is sent back for correction before approval
The Documents list publishes its exact sort choices and points agents to the statistics read for a backlog overview
Bug fixes
Ask Agent could not confirm a phone number or email the user had just typed because its privacy layer removed every contact field; the exact user-supplied value is now retained for comparison only
Exact-domain discovery no longer returns zero or partial counts when a free-text search term is also supplied
The parity test suite derives its operation count from the registry instead of a literal, so adding an operation cannot silently desynchronize it
v1.0.36 ·
Attach an existing plan document
TherapyCRM 1.0.36 lets a practice create a treatment plan from an existing plan document instead of re-authoring it. Upload the signed PDF once, attach it while creating the plan, enter only the scheduling details, and confirm it with a single attestation so Scheduling can use the plan immediately. Goals can be added to the plan at any time afterwards.
New features
Choose a plan source when creating a treatment plan: author it in TherapyCRM or attach an existing uploaded plan document
Attached plans need only the scheduling details — the clinical sections and the one-goal minimum are not required because the attached file carries them
Confirm & activate: the responsible clinician confirms an attached plan with one typed attestation, which takes it to active in a single step
The plan page shows the attached document inline with open and download actions, and the Review & Sign tab records the attestation as the plan signature
Start Session is now available directly on active plan cards and list rows on the Treatment Plans page
Improvements
Activation readiness reports that an attached document carries the plan content instead of asking for goals, while consent and review-date checks are unchanged
The attached-document picker lists only the selected client’s uploads that are not already attached to another plan, with an upload option in place
Goals added to an attached plan later are collected in the Session Runner exactly like any other plan
MCP treatment-plan operations accept attachedDocumentId on create and expose the new attest action
Bug fixes
Attached plan documents use the secure same-origin PDF preview introduced in 1.0.35, so they render inline instead of a broken-file panel
v1.0.35 ·
Reliable previews for uploaded PDFs
TherapyCRM 1.0.35 restores the inline PDF viewer for externally uploaded client documents. Private PDFs are now delivered through an authenticated TherapyCRM preview response, so staff can review the file in place without weakening the application content security policy or exposing the temporary storage address.
New features
Preview an uploaded PDF directly on its document detail page using the browser-native PDF viewer
Improvements
PDF byte-range requests are supported so the native viewer can seek efficiently within larger documents
Open original and published-document download behavior remains unchanged
Bug fixes
Fixed uploaded PDFs displaying a broken-file panel because the embedded viewer was redirected to a storage origin blocked by the application content security policy
v1.0.34 ·
Upload and manage existing client documents
TherapyCRM 1.0.34 lets staff add an existing assessment, report or clinical file directly to a client record. Uploaded documents appear alongside template-created documents, preserve the review and publication workflow, and provide secure viewing, PDF preview, original-file download and editable document details.
New features
Upload an external PDF, DOC or DOCX beside every Create Document action in the Documents module and each client record
Choose the client, document title, category and description during upload
View uploaded PDF files inline, open the protected original, and download the original after publication
Edit the title, category and description of an uploaded document while it remains editable
Improvements
Uploaded documents now participate in document lists, category filters, category counts, review workflow and activity history
Client-scoped uploads keep the selected client fixed and display the client name
DOC and DOCX uploads now receive the same extension, MIME and signature validation already applied to PDFs
Bug fixes
Uploaded files no longer appear as an unknown template or crash the document viewer when no template row exists
External document categories are now included in document sorting, filtering and practice-wide category statistics
Original-file download now returns the stored filename instead of navigating to an inline preview