v1.0.129 ·
Verified consent and family workflow improvements
Manage consent requests, decisions, expiry and signed evidence together. This release adds a practice consent library and verified family review, while improving document signing, account switching, home-practice logs and billing displays.
New features
- Family & consent brings signing authority, current decisions, pending requests, consent forms and history together for each client.
- Authorized people can review exact consent wording and give or decline consent using a signed-in email link or an emailed code. Sending a request does not grant consent.
- Established consent can be withdrawn immediately without an email code. Pending requests are cancelled, and decision receipts are attempted without delaying or reversing the recorded decision.
- Consent history preserves decisions, known wording versions, evidence and validity dates. Original intake answers remain separate historical references; unknown legacy wording is not reconstructed.
- Practice Settings includes a searchable, paginated consent library with 25 editable starters across care delivery, assessments, coordination and records, media and observation, and communication, including a field trip / outing starter.
- Staff add relevant library consents to individual clients. Library provisioning and client assignment do not send requests or record decisions; existing decisions and bound forms remain visible.
- Practices can create custom wording, choose email confirmation or a required signature, and prepare consent forms linked to the same decision history. Starter wording and validity remain the responsibility of the practice.
Improvements
- Consent expiry and review dates are distinct. Calendar-day countdowns follow the practice timezone, with clearer upcoming and expired states; a document signature remains visible after consent expires or is withdrawn.
- Current consent and pending renewals are shown separately. Historical forms show their own consent status without inheriting the status of a newer decision.
- Family portal and updated Family app consent views refresh decisions, pending requests and history when another signed-in surface completes or withdraws consent.
- Guardian consent recognizes the stored guardian link even when the guardian and verified Family account use different email addresses.
- Signatures appear above signer names, document layouts work better on smaller screens, and clinician signatures follow the clinical eligibility configured by the practice.
- Document-sharing emails use Open document for their portal destination. Customized email templates are preserved, and sharing no longer asks for an unused subject.
- Goal categories in family progress views use readable labels.
Bug fixes
- Duplicate submissions for the same signer or signing requirement are rejected under concurrent signing, keeping consent and signature records consistent.
- Switching Family portal accounts clears the previous account information, including across browser tabs.
- Opening a linked Family portal notification marks it as read.
- The Family app resets signature drawing state after clearing, switching signing methods or completing a signature.
- Home-practice dates follow the activity timezone. Changing a log date or recording another attempt no longer completes a later scheduled activity.
- Manual payment dates display consistently in statements and Family app payment plans, and receipt headings have clearer spacing.
- Message uploads reject empty files and files whose contents do not match the selected photo or PDF format.
- Emailed document links return to the requested document after sign-in or session expiry, and expired or revoked signing links return appropriate errors.
- Shared consent documents display saved personalized wording. The Family app displays static document text ahead of auto-filled metadata while preserving recorded fields and readable fallbacks.
- Repeated sharing shows one entry per document in the Family document list while keeping earlier authorized links usable.
- Starting another session refreshes its previous-session results, including after saved sessions synchronize.
- Treatment-plan activation and private Family media access use recorded consent, expiry and later decisions instead of treating original intake flags as current verified decisions.
- Family consent detail opens at the top, keeps history current after decisions in another app, and does not show unrelated intake references as history for a custom consent.
Breaking changes
- Giving Family photo/video permission now requires the verified consent workflow. Older Family app versions must use the portal or an updated app to grant permission; established withdrawals remain available.