v1.0.61
TherapyCRM 1.0.61 — Connected therapist workflows and clearer clinical forms
September 19, 2026 at 1:15 AM
Connect therapist workflows to saved practice records, improve goal data collection and graphs, and explain treatment-plan validation errors.
New Features
- •Therapist workflows connect appointments, client details, clinical sessions, notes, clock events, breaks, time off and preferences to saved practice records.
- •Session collection drafts can be recovered after reopening a session, with protection against duplicate submissions and package consumption.
- •Clients and authorized guardians can grant or decline photo and video consent from Account in the client portal.
- •Family updates support photos and videos from Photos or Camera, subject to recorded media consent.
- •Staff clock events record verification evidence for kiosk and phone actions, with manager review and client visit-location settings.
Improvements
- •Goal collection sheets use their stored templates, field bindings, prompt options and measurement settings.
- •Date and time controls, numeric validation, predefined choices and required-field feedback reduce entry and formatting mistakes.
- •Guidance is compact by default and expands when needed; option labels and units use readable words instead of underscores.
- •Goal progress graphs use the configured measurement and separate primary outcomes from supplementary collection sheets.
- •The therapist app uses TherapyCRM branding and refreshes connected records when returning to a screen.
Bug Fixes
- •Treatment-plan create and update errors identify rejected fields instead of displaying only Validation failed; entries remain available for correction.
- •Session changes preserve the correct draft and submission receipt for each collection sheet.
- •New collection sheets reuse configured choices without copying previous session responses.
- •Clock and break requests preserve their source and avoid duplicate changes when retried.
- •Phone punches commit the shift and verification evidence together so a failed write can be retried safely.
- •Mobile schedules remain available when an optional feed is unavailable, and saved records are retained during temporary outages.
- •Shift corrections include an explicit date and default to the original event date for older or overnight shifts.
Breaking Changes
- •Photo and video family updates require recorded client media consent. Existing clients start with consent not on file; a permitted staff member or guardian must record consent before adding or publishing media.
v1.0.60
TherapyCRM 1.0.60 — Public website rendering and product discovery
September 18, 2026 at 5:59 AM
Public pages load their scripts and styles reliably, with clearer product navigation, practical workflow examples and easier access to demo requests.
Improvements
- •Added contextual links between product and discipline pages, practical ABA and progress-tracking examples, and clearer demo links.
- •Improved main content landmarks and mobile wrapping on public pages.
Bug Fixes
- •Fixed blocked scripts and styles in cached public pages.
- •Cached public pages now wait for the page content to finish rendering.
v1.0.59
TherapyCRM 1.0.59 — Session notes for manual appointments
September 17, 2026 at 7:49 PM
Clinicians assigned through manual appointments can save session notes from the client profile without creating a treatment plan.
Improvements
- •Public website analytics can use the configured measurement ID while continuing to require consent and run only on approved public production pages.
Bug Fixes
- •Fixed the Progress note access is not permitted error when an assigned clinician saves a client-profile note without an appointment or treatment-plan link.
- •Notes created through this workflow can be reopened and edited by their author; treatment plans remain optional.
v1.0.58
TherapyCRM 1.0.58 — Family portal reliability and payment safeguards
September 15, 2026 at 6:40 AM
This release fixes assigned forms, guardian session revocation, message attachments and conversation refresh, and strengthens invoice checkout recovery and billing access checks.
Improvements
- •Practice conversations refresh when you return to the tab and while a thread is open.
- •Repeated payment requests resume the same checkout, and replaced checkouts close before a new balance can be collected.
Bug Fixes
- •Assigned family forms can be opened, saved and submitted by guardians with clinical access.
- •A rejected message attachment no longer leaves behind a sent message, partial attachment binding or unread-count changes.
- •Re-enabling a guardian account does not restore sessions that were revoked when the account was disabled.
- •Invoice payment confirmation checks the selected invoice and the guardian's current billing access.
- •Checkout retries recover after a lost response and reconcile an expired session before creating a replacement.
v1.0.57
TherapyCRM 1.0.57 — Family portal: permissions, policies, online payments
September 15, 2026 at 6:40 AM
The family portal gains per-guardian access levels, a practice portal policy families accept before requesting visits, a practice-wide Family portal page with announcements, a Progress tab, online invoice payment through your own Stripe account, message attachments, and the remaining screens of the family app.
New Features
- •Per-guardian access levels (clinical, photos and video, billing, scheduling) can be set when inviting a guardian and changed from the client access card, so a custody-restricted parent sees only what you allow.
- •Practice portal policy in Practice Settings: turn the portal or online visit requests on or off, set notice and booking windows and request limits, and write a policy families accept before they can send requests; changes to the text prompt families to accept again.
- •A practice-wide Family portal page lists every guardian account with access, status, last sign-in and terms acceptance, with resend, disable and password-reset actions, and lets you publish announcements that appear at the top of every family's Updates tab.
- •A Progress tab in the family portal shows goals from the active plan with family-friendly status labels and trends drawn only from sessions the care team has signed off.
- •Online payments: connect your own Stripe account from Practice Settings and families can pay open invoices by card from the Billing tab; TherapyCRM never holds the money and the payment is recorded on the invoice automatically.
- •Messages support image and PDF attachments for both staff and families.
- •The family app now covers updates and announcements, visit requests and changes, messages with attachments, progress, home practice, documents, forms, billing, account settings and the policy gate.
Improvements
- •Guardians can reset a forgotten password themselves, update their profile and notification preferences, and change their password from the Account tab; staff can resend invitations, disable or re-enable sign-in and send a reset from the client access card.
- •Portal sessions stay alive while a family is active and warn two minutes before they expire; opening a tab always shows fresh data.
- •Visits list recent and cancelled appointments with the clinician's name, and change requests inside the notice window are flagged as late notice for staff.
- •Guardians accept the terms and privacy policy when they create their account, and the practice policy text appears in the booking and change dialogs.
- •The Family portal and Online payments cards sit at the end of Practice Settings, and the Online payments card scrolls into view when you return from Stripe.
Bug Fixes
- •An invitation sent to an email address that already belongs to a portal account at another practice is now refused with a clear message instead of failing silently.
- •The family app's sign-in no longer fails the CSRF check.
- •Deep links to portal tabs open the right tab, and a link to a tab the guardian cannot see falls back to Updates instead of an empty page.
- •A disabled guardian sees why they were signed out, and a shared document without a file no longer opens blank.
v1.0.56
TherapyCRM 1.0.56 — Connected calendars redesign
September 13, 2026 at 3:49 PM
The Connected calendars card on your profile and on Practice Settings > Integrations has a clearer layout that shows the sync status of every connected calendar at a glance.
Improvements
- •Connected calendars now has a practice sync toggle with helper text, an empty state before any account is connected, connection headers with status badges, and a sync status badge for each calendar (Synced, Sync queued, Needs attention).
- •Sync now and Remove actions sit beside each calendar, direction icons show what is synchronized, and the last synchronized time reads naturally, for example 5 min ago.
Bug Fixes
- •The Add calendar form can now be cancelled without adding a calendar.
Optional website analytics
Allow Google Analytics to measure visits and actions on these public pages? It stays off in clinical, portal and checkout screens. Google may process analytics outside Canada. Details