TherapyCRM

Release notes

New features, improvements and fixes in each TherapyCRM release.

v0.2.12 ·

Advanced Scheduling Views & Enhanced Analytics Dashboard

This release introduces powerful new scheduling views, an enhanced ABA session notes dashboard, comprehensive analytics capabilities, and intelligent room allocation features. These improvements provide better visibility into scheduling operations, deeper insights into therapy sessions, and more efficient resource management.

New features

  • Multi-view scheduling interface with Therapist, Client, and Room perspectives
  • Full-day treatment plan scheduling capability for intensive therapy programs
  • Intelligent room allocation based on therapy type and room features
  • Enhanced ABA session notes dashboard with visual progress tracking
  • Comprehensive Analytics tab with multiple report types
  • Client-specific analytics dashboard for individualized insights
  • Target behavior frequency tracking and visualization
  • Progress monitoring charts for ABA therapy goals
  • DTT (Discrete Trial Training) performance metrics dashboard
  • Session duration and attendance analytics
  • Therapist utilization and productivity reports
  • Room utilization analytics with heat maps

Improvements

  • Enhanced scheduling grid with color-coded appointment types
  • Improved room assignment algorithm matching therapy requirements
  • Better visual representation of full-day therapy schedules
  • Streamlined navigation between different scheduling views
  • Optimized performance for large-scale scheduling operations
  • Enhanced data visualization with interactive charts
  • Improved report generation with export capabilities
  • Better mobile responsiveness for analytics dashboards
  • Real-time updates for scheduling changes across views
  • Enhanced filtering and sorting options in all views

Bug fixes

  • Fixed room assignment not matching required features for therapy types
  • Corrected timezone handling in full-day treatment schedules
  • Resolved duplicate appointment display in certain view modes
  • Fixed data aggregation issues in analytics reports
  • Corrected progress calculation for ABA session targets
  • Fixed visual overlap in room scheduling view
  • Resolved performance issues with large client datasets
  • Fixed export functionality for analytics reports
  • Corrected session note saving in DTT dashboard
  • Fixed filtering persistence across page navigation

v0.2.10 ·

Enhanced User Experience & Scheduling Improvements

This release focuses on improving the overall user experience with enhanced search capabilities, better visual organization, and a consistent design language throughout the application. Key improvements include advanced scheduling features, better data visualization, and streamlined workflows.

New features

  • Advanced search functionality with real-time filtering on scheduling page
  • Card and list view toggle for scheduling page with optimized layouts
  • Pagination system for better data management across all major pages
  • Status-based filtering for schedules with visual indicators
  • White background containers for improved content readability
  • Full-width card layouts for better space utilization
  • Comprehensive autism therapy form templates and categories
  • Repeating field functionality for therapy forms
  • Email notification settings for automated communications
  • Client filters on schedule detail pages

Improvements

  • Unified color scheme using #2794f3 (therapy-blue) across entire application
  • Consistent hover states and interactive elements
  • Improved visual hierarchy with better spacing and typography
  • Enhanced card designs with horizontal layouts for better information display
  • Optimized grid layouts responsive to different screen sizes
  • Better visual feedback for user interactions
  • Improved loading states with themed spinners
  • Enhanced button styles with consistent color treatment
  • Better contrast ratios for improved accessibility
  • Streamlined navigation with visual consistency

Bug fixes

  • Fixed timezone persistence issues in scheduling system
  • Corrected missing autism therapy categories in document filters
  • Resolved document template field population for therapy forms
  • Fixed treatment plans section display issues
  • Improved search query performance across large datasets
  • Fixed pagination reset on view mode changes
  • Corrected color inconsistencies in various UI components
  • Fixed gradient overlays in authentication pages
  • Resolved spacing issues in mobile responsive layouts
  • Fixed button state transitions and hover effects

v0.2.7 ·

Leads and Prospects Management Module

Introducing a comprehensive leads and prospects management system to help therapy practices track potential clients from initial inquiry through conversion. This module enables practices to manage their sales pipeline, track communications, and improve conversion rates.

New features

  • Lead capture and management system
  • Pipeline visualization for tracking lead status
  • Communication log for tracking all interactions
  • Task management for follow-ups and reminders
  • Consultation scheduling integration
  • Lead analytics and conversion tracking
  • Document management for lead-related files
  • Automated lead status updates
  • Lead source tracking
  • Custom fields for lead information

Improvements

  • Seamless integration with existing client management
  • Automated conversion from lead to client
  • Email and SMS communication tracking
  • Advanced search and filtering capabilities
  • Bulk operations for lead management
  • Export leads data to CSV
  • Lead assignment to staff members
  • Activity timeline for each lead
  • Duplicate lead detection
  • Lead scoring based on engagement

Bug fixes

  • General bug fixes and performance enhancements
  • Improved system stability and reliability

v0.2.5 ·

Infrastructure and Email System Improvements

This release focuses on improving system reliability with Redis fallback support for email processing and ensuring all environment variables are properly configured across deployment workflows.

New features

  • Redis fallback mechanism for email queue processing
  • Graceful degradation when Redis is unavailable

Improvements

  • Added missing environment variables to deployment workflows
  • Enhanced email queue reliability with fallback to direct sending
  • Improved deployment configuration for preview and production environments
  • Standardized email template logo sizes across all templates

Bug fixes

  • Fixed bulk release email failures in production due to missing Redis configuration
  • Resolved MaxRetriesPerRequestError in email queue processing
  • Fixed missing environment variables in app.yaml deployment
  • Corrected logo size inconsistencies between email templates

v0.2.4 ·

Enhanced Schedule Detail Page & Email Notifications

This release brings significant improvements to the schedule detail page with a new timeline view, enhanced therapist assignment features, and refined email notification templates for better user communication.

New features

  • New timeline visualization for schedule details
  • Quick therapist assignment from schedule page
  • Enhanced email template system with better formatting
  • Improved version badge display in release notifications

Improvements

  • Streamlined schedule management workflow
  • Better visual hierarchy in schedule details
  • Cleaner email template structure
  • Improved cross-practice template consistency

Bug fixes

  • Fixed emoji display issues in email subjects
  • Corrected version badge rendering in release emails
  • Resolved template synchronization across practices
  • Fixed duplicate template creation issues

v0.2.3 ·

Enhanced Email Templates & Improved Security

Version 0.2.3 brings professional email template designs, enhanced file security, and improved database query patterns for better production compatibility. ⭐ KEY HIGHLIGHTS: • Professional Email Templates - All 18 email types redesigned with modern styling • Enhanced Security - Restricted file access with improved threat detection • Database Optimizations - Better query patterns for production compatibility • TherapyCRM Branding - Consistent branding across all communications This update ensures your practice communications look professional while maintaining the highest security standards.

New features

  • Professional Email Templates - All email templates have been redesigned with modern styling, consistent branding, and responsive layouts (High Impact)
  • TherapyCRM Branding - Added consistent application branding across all email communications (Medium Impact)
  • Enhanced Template Hierarchy - Improved email template loading with practice-specific → default → file-based fallback mechanism (Medium Impact)
  • Webhook Notification Handler - Added support for webhook-based notifications and integrations (Medium Impact)

Improvements

  • Email Template Styling - Enhanced all 18 email template types with professional color schemes, modern card layouts, and improved typography (High Impact)
  • Database Query Optimization - Replaced db.query patterns with db.select().from() for better production compatibility and type safety (Medium Impact)
  • Template Loading Performance - Optimized email template loading with better caching and fallback mechanisms (Medium Impact)
  • Migration System - Enhanced migration runner with better error handling and checksum validation (Low Impact)

Bug fixes

  • Email Template Default Loading [THERAPY-2345] - Fixed bug where default templates were checking isDefault flag instead of practice_id = 0 (High Impact)
  • GCS Bucket Permissions [THERAPY-2346] - Updated Google Cloud Storage bucket permissions for proper file access control (Medium Impact)
  • Migration Dependencies [THERAPY-2347] - Fixed migration dependency format to include .sql extension (Low Impact)

Breaking changes

  • File Upload Security - Restricted access to uploaded files with enhanced security checks for potential threats (Critical Impact)
  • Public Access Configuration - Removed public access configuration for uploaded files to enhance data privacy (High Impact)
  • Sensitive Data Protection - Enhanced security for sensitive uploaded data with proper access controls (High Impact)