✨ New: Team-Based Grouping & Filtering for Scheduling
Scheduling just got a serious upgrade! You can now group and organize staff and clients by custom team fields—making scrolling through giant alphabetical lists a thing of the past.
This release allows schedulers to work quicker, stay organized, and stop wasting time navigating their technician list.
What’s new:
- 🗂 Scheduling Groups Section–Add custom select-only fields like Team, Region, or Level to Staff and Client Information. These fields power your new grouping options in Scheduling.
- 👁 Visibility Controls–Hide the entire Scheduling Groups section if your clinic doesn’t use it to keep your interface clean.
- 📝 Improved Field Editing–Rename, reorder, and manage options for each field. "Type" locks to keep things consistent.
- 🗂 Organize Schedules Faster–In Timeline view, group by Client or User and then organize by any Scheduling Group field. "Schedule For" mode still supports Access grouping.
- 🪄 Cleaner UI–Updated Staff/Client Information pages with cleaner rows, drag handles, and dividers for easier scanning.
Why it matters:
Faster scheduling workflows, especially for large clinics. Reduced scrolling and cognitive load. Managing multiple teams with clearer operational visibility.
✨ New: Granular Permissions for Progress Overview
Organizations can now hide the parent-facing Overview tab while still letting parents access and sign reports. More control, fewer accidental shares.
What’s new:
- 🔐 “View Overview” Permission–A brand-new privilege under the renamed Progress section. On by default, adjustable per role.
- 🏷 Renamed User Privileges Section–“Assessments and Reports” is now simply "Progress."
- 🔗 Dependency Logic–If a role loses access to the Progress page entirely, all underlying permissions disable with helpful hover text.
Why it matters:
Cleaner parent experience, tighter data controls, and a signing workflow with minimal friction.
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