03/26/24 Progress Notes

Table of Contents

Available Now

• Client Portal - Hide Custom Message box when Blank
• Stripe US
• Bug Fixes

Coming Soon - Currently in Beta

• Confirmations/ Reminders - Respect Link Settings if Shareable Links Enabled
• Calendar - Preserve duration on Personal session types
• Practice Details - Phone number no longer required
• Bug Fixes

Available Now

Client Portal

Hide Custom Message box when Blank

When the optional Custom Message box was added to the My Account page on Client Portal, the logic was such that the box would appear regardless of whether or not there was any content in this field. After feedback about how this may be confusing to clients, we have updated it so that the box will not show to the client if the box is blank. 

Stripe U.S.

For customers based in the U.S., we have added an additional payment processor integration with Stripe. Learn more about the benefits of Stripe Payments for your practice here

Bug Fixes

• Fix Reminder/ Confirmation error when missing e-mail/ phone number
• Increased Password requirements

  • Passwords are at least 8 characters and have at least 3 of the following four character types:

    • Upper case letters

    • Lower case letters

    • Westernized Arabic numerals (1, 2, ….9)

    • Non-alphanumeric (special) characters (e.g. ?, |, %, $, #, etc.) or equivalent international language representations

• Client Profile - Show Pending amount on Mobile
• Video - Fix Waiting Room Visibility Issue

Coming Soon - Currently in Beta

Confirmations/ Reminders

Respect Link Settings if Shareable Links Enabled

When Owl Video was first introduced, the only way for a client to access their video session was via the client portal. Thus, the client portal link was always included in confirmations and reminders for video sessions, to ensure clients could easily access their session. Since the introduction of shareable links, client portal access is no longer required, and thus client portal links are not required in communications. 

When shareable links are enabled, and "Include link to Client Portal in e-mails" is set to No, the client portal link will no longer be included in confirmation and reminder e-mails. If shareable links are not enabled for a particular video session, the client portal link will be included regardless of settings. 

Calendar

Preserve duration on Personal session types

When scheduling a personal session, the user will set a start and end time, and thus the session is scheduled for a specified duration (ie. 60 min). If the user then makes changes to the start time, the end time is not automatically adjusted, and thus the duration of the session may be shorter or longer depending on the adjustment made. We have implemented a change so that, when the start time is adjusted, the end time will be adjusted accordingly to keep the duration the same. If you did want to change the duration, you will need to adjust the start and end time of the personal session

Practice Details

Phone number no longer required

We've received quite a bit of feedback from Therapists that they may not have a practice phone number, or if they do, it's not something that they want to disclose to clients on their financial documents by default. We have updated the data validations in Settings > Practice Details > Basics so that practice phone number is no longer required. Owl Practice will never contact you via phone unless explicitly requested. 

Bug Fixes

• Self-Compassion Scale (SCS) measure - fix scoring
• Forms - highlight fields with validation errors during completion
• Restrict e-mail and SMS message edits for free trial accounts
• Add missing French translations: Measures, Waitlist status and service, Admin Settings, 
• Fix tab name on Therapist Grades page
• Fix toast for Attendance marked successfully 
• Video: Added error message when screen sharing permissions are not enabled