New Feature: When an invoice is closed trigger
A trigger for 'When an invoice is closed' which will be triggered when an invoice is paid/closed out.

Tweak: The [appid] variable will now pass through the invoice ID or patient ID where there is no appointment ID available (i.e triggers that use events that are not appointment-based). Furthermore, the form webhook will automatically recognise which ID is being used and associate form responses to the patient.

Tweak: One off blasts that are 'send now' will be immediately queued for sending, and cannot be edited or deleted. Scheduled SMS will remain editable/deletable if they are still 'Scheduled' for sending.

Fix: Fixed an issue where if you edit a scheduled one off blast, the appointment date range resets and you need to select your dates again. Now the previous date range is remembered.

Fix: Fixed an issue where automated recurring SMS that were paused due to insufficient credits were not auto-restarting once topped up and had to be manually started again. Now it is automatic.

Fix: The marketing list's 'Businesses visited' field will now use the business display name if there is one entered in Cliniko, else it will fallback to the business name.

New Feature: Product filter
A Products filter has been added to the trigger builder where the trigger is related to an invoice (e.g When an invoice is created)

Admin: Database caching and further optimisations

New Feature: New custom fields in the marketing list
The marketing list now stores more information about the subscriber to allow for advanced segmentation:
- Attended Categories: (A comma separated list of all appointment categories the patient has attended)
- Attended Types: (A comma separated list of all appointment types the patient has attended)
- Practitioners Seen: (A comma separated list of all practitioners the patient has seen)
- Businesses Visited: (A comma separated list of all businesses in that Cliniko account the patient has visited)
- Last practitioner email: (The email address of the last practitioner the patient saw)
- Next practitioner email: (The email address of the next practitioner the patient is scheduled to see)
- Medical Alerts: (A comma separated list of all medical alerts in the patient's Cliniko file)
- Actual First Name: (The patient's actual first name, even if they have a preferred name entered)
​*Changes are synced every 5 minutes

New Feature: Send automated marketing email with triggers
Triggers can now be used to send marketing email as well. You can select between 'marketing' and 'non-marketing' during the trigger creation process. If you choose 'marketing' then the email will not send to any opted-out/suppressed subscribers.

New Feature: Forms automatic patient identification
Forms can now identify the patient filling in the form without them having to type their name and date of birth if the user sends the form using a trigger and inserts the [appid] variable. Preferred name, gender and medicare reference number are now supported and will be directly mapped to the corresponding field in Cliniko. Feedback form responses can now be saved into the patient file.

New Feature: Suppression list
Adding email address to the 'Suppression' list will ensure they are never synced into the Cliniko patient marketing list. If an email is then removed from the suppression list, they will then sync into the patient list. Allows users to better manage people they never want to contact for marketing purposes.

New Feature: Cancellation link
Patients can now cancel their appointment from within an SMS or transactional email where the [cancellationlink] variable is used.

New Feature: Patient email
Users can now insert the patient's email address into the body of an SMS or transactional email using the [patientemail] variable

New Feature: Business address
Users can now insert the business address into the body of an SMS or transactional email where the [businessaddress] variable is used.

New Feature: Business phone
Users can now insert the business phone number into the body of an SMS or transactional email where the [businessphone] variable is used.

New Feature: Actual first name
If a patient has both a 'first name' and a 'preferred first name', the [firstname] variable will use the preferred first name as priority over the actual first name. A new variable [actualfirstname] can be used to insert the actual first name instead of the preferred first name.

Fix: Intake form webhook was passing a blank referral source into Cliniko if the source was a subtype of a parent category.

Admin: If a user changes their active patient limit multiple times in a short space of time, syncs are not overlapped. The most recent sync will run only.

Admin: More user data is passed into Intercom for improved customer service efficiency.

Tweak: Merged patients handled better. This adds the new Patient ID to an existing appointment and marks the old appointment (with old Patient ID) as deleted/archived.

Tweak: Update to the Peptalkr ABN on PDF invoices to reflect merged company ABN for Nomadigital Pty Ltd

Database optimisation

Speed optimisation

New Feature: One off transactional emails
Users can now send one off blasts as transactional emails. Ideals for important announcements that are non-marketing in nature.

Tweak: Cliniko 'opted in for email marketing' validation improvements

Fix: Improved daylight savings handling

New Feature: Telehealth links can now be inserted into Transactional email and SMS using the [telehealthlink] variable

Tweak: An SMS opt out link is automatically included in the body of all marketing SMS. Clicking it will ask the user to confirm they would like to opt out of SMS marketing. If they click yes, their Cliniko profile will be updated to be opted out of SMS marketing.

Tweak: Further international SMS improvements

Tweak: Patient DOB recorded on PDF in dd/mm/yy format

Major infrastructure improvements

New Feature: Group Appointments
Group appointments are now fully integrated with Peptalkr and can be individually targeted with email and SMS, as well as be used for appointment counts.

Fix: Resolved sex bring imported as gender, it is now explicitly biological sex.

Fix: Improved international SMS handling.

Admin: Improved logging system

Admin: Improved import logic

New Feature: See how many patients are in each 'active patient limit'
Allows better transparency over your indicative plan costs by displaying a close-to-accurate number of subscribers in each active patient limit.

Admin: Improved invalid API key handling

Fix: Appointment count trigger bug where 'exactly' was being treated as 'at least'

Fix: Resolved .ics files reflecting incorrect timezone in some email clients.

Admin: Resolved an issue that caused appointments that were updated in Cliniko during a Peptalkr scheduled sync to fail to sync the updates into the PT database.

Admin: Sunset the former transactional settings for new users. Users should now use the trigger builder to create transactional emails.

Admin: Speed optimisations

Admin: Trigger versioning management

Admin: Store unsubscribes in the full DB so that if a user re-syncs at any point (after cancelling then resubscribing for example), their former unsubscribes are remembered.

Fix: Users can no longer turn an Automated Recurring trigger into a One Off Blast trigger by editing it. You must duplicate it to change the type.

Fix: Edit disabled for sent one-off blasts.

Fix: Editing a trigger would activate it upon save. Now the trigger will remain in its current state.

Tweak: Peptalkr will not send a confirmation if the start time of the appointment is before the modified time (the appointment is in the past).

Fix: '3rd' was displaying at '3th' in the trigger builder summary table

New Feature: Confirmations and reminders checkbox
When creating triggers for 'When an appointment is created' you can now select a checkbox 'Is this a confirmation?' which will check that patient 'Receives booking confirmations' in the Cliniko profile. And when creating triggers for 'Before an appointment' you can now select a checkbox 'Is this a reminder?' which will check that patient 'Receives booking reminders' in the Cliniko profile.

Admin: Free trial status displayed in admin table

Tweak: Changes to Cliniko Practitioners, Appointment Types, Businesses, Billable Items and Users are now update in Peptalkr hourly instead of daily.

Fix: Integer/String handling - some truncated integers were being produced.

Fix: Resolved syncing issue affecting the active patient limit whereby the limit was being ignored.

New Feature: Send test SMS
You can now send yourself a test copy of any SMS you create. It will send to the mobile number entered on the Settings page.

New Feature: Save form response as a PDF
Patient intakes form responses can now be saved as PDF instead of a treatment note in the patient file. This setting is located on the Settings page.

Fix: Filter search stays in place after selection
When building an SMS or transactional email trigger, previously if you 'searched' for a filter it would reset after selecting an option. Now it will stay active so you can select as many items that match the search as you like without having to search again.

Fix: Rescheduled appointment confirmations
If an appointment is rescheduled to a different time, a new confirmation is sent with the updated details. We have now amended this so that a new confirmation is sent even if just the appointment type or practitioner changes, but not the time.

Fix: Intake Form address

The address fields are not internationally compatible and there is a dropdown for patients to select their country. Postcodes can now be alphanumeric. This change is only applicable to new forms, users must request this change to any existing forms.

Fix: Non-appointment based transactional email triggers failing
Some emails that were being triggered for a non-appointment event (e.g Medical Alerts) were failing to be recorded in the log causing duplicates to send.

Fix: SMS sender name validation
Clearer instructions for SMS sender name and built in validator to ensure incompatible names cannot be added.

Admin only enhancements
​

New Feature: Medical Alert trigger
You can now trigger an email/SMS when a medical alert is added to a patient file.

Update: DNA trigger will now work if an appointment was marked DNA from up to 7 days ago. Previously only worked up to 48 hours in the past. DNA will send immediately if the trigger delay has passed.

Fix: [appid] is no longer case sensitive

Fix: First names with over 50 charatcers were causing a sync issue. Can now handle first names up to 100 characters.

Admin only enhancements

Admin only enhancements

New Feature: Transactional Email Triggers
You can now build your own triggers for transactional email via the 'Triggers' tab in the main menu. They work much like the SMS builder in that you can specify exactly who receives the email, when and why. Triggers can then be linked to email templates.

New Feature: Updated design for turning on and off SMS and email

Fix: PK Restraint issue causing some SMS to send more than once to a recipient

Admin: Log email and SMS version history

Admin: Store 'Deleted at' time for email and SMS chores

Fix: Allow < and > in SMS body
The symbols < and > were previously illegal characters, they can now be used.

New Feature: Custom SMS sender name
Users can manually set an 11 digit alpha numeric SMS sending name.

Fix: Stop appointment confirmations from sending if they are in the past

When users retroactively add appointments to the calendar, or bulk-import appointments in the past into Cliniko during account migration - appointment confirmation transactional emails will not send.

Fix: Suspended user message

When a user is suspended they will now be shown a clear message to specify this, rather than an 'invalid ID' message.

New Feature: Draft vs Published treatment note

On the settings page you can now select whether your Peptalkr patient intake form will post 'Draft' or 'Published' treatment notes to the patient file.

New Feature: Appointment Count Trigger (SMS)
You can now trigger SMS by the count of appointments a patient has had (filterable).

New Feature: Appointment Count Filter (SMS)

You can now filter SMS by the count of total appointments OR filtered appointments a patient has had.

New Feature: Whitelabel the comms log

The Peptalkr comms log can now be whitelabelled by admins if a user requests it. This will remove the mention of 'Peptalkr' from the notes that are left in the 'Other information' field of a patient file. Ideal for users who are reselling Peptalkr functionality to a client.

Fix: Restart SMS that are paused due to insufficient credits automatically on topup
Previously users had to 'refresh' each SMS by clicking a button once they had topped out. Now this is not necessary. Sending will resume automatically.

Fix: [appid] not outputting in [feedbackform]
Found a case whereby the [appid] variable was not being output when contained within the [feedbackform] variable.

New Feature: Additional variable

You can now use [practitioneremail] in SMS and transactional emails.

New Feature: SMS recall trigger options

Recalls now have additional trigger options:
- Only send if the patient has no upcoming appointments of the same category
- Only send if the patient has no upcoming appointments of the same type
- Only send if the patient has no upcoming appointments of any kind

New Feature: International patient forms

International users patient form will not include Australia/NZ-specific questions and wording.

New Feature: Additional variables

You can now use [appointmenttime] and [appointmentdate] in SMS and transactional emails.

Fix: Transactional email failing to send error
If a user attempts to send transactional email from a domain that has not been authenticated, an error will display when sending a test that let's you know that is the case.

Fix: One off blast SMS send count

This was erroneously displaying 0. It will now display the true count.

Fix: Performance enhancements
Further API usage enhancements.

New Feature: SMS Recall Settings

You can now specify whether an SMS is a recall. This will ensure that the SMS will only send if the patient has had no appointments since the trigger appointment AND no upcoming appointments booked in (can be filtered).

New Feature: Automated Recurring SMS Log
You can now see a log of all AR SMS that were sent on any given day including the patient ID and appointment ID/Invoice ID that triggered it. The log includes the number of SMS credits used, and clicking on the ID links directly to your cliniko account.

New Feature: Edit SMS name

Edit the display name of an automated recurring SMS without having to duplicate it.

New Feature: Transactional Email and/or toggle
Filters can now be toggled between and/or by administrators for custom triggers.

New Feature: Turn on/off the comms log

You can now choose to turn off the automatic 'notes' left by Peptalkr every time a transactional email or an SMS is sent to a patient. These are stored in the 'Other Information' field of the patient file (the Cliniko comms log is not available for us to use in the API). Turning it off means you will need to refer to the individual SMS and email logs in Peptalkr.

Fix: Performance enhancements
Various enhancements to reduce API load. Created more admin alerts if a sync is failing and snowballing request load.

Backend enhancements

New Feature: Filter Transactional Appointment Confirmation Emails by Appointment Category/Type
Users can now request appointment category or appointment type inclusions/exclusions on their confirmation triggers.

Fix: Duplicated SMS Filters
When duplicating SMS and changing the trigger, filters were being retained even if that filter was not relevant to the new trigger. Now they are wiped.

Fix: Suspensions
Users who decide to cancel or fail to make payment can have their account suspended indefinitely as not to lose their data and setup if they decide to return in future. Full erasure can be requested at any time.

Fix: SMS Scheduling Optimisations
Improvements to the SMS scheduling process to diminish possibility of duplicate SMS, and SMS sending later than expected.

Fix: White Screen Issue
Fixed the occasional white screen appearing during SMS creation.

New feature: Exclude Certain Appointments from Transactional Emails

You can now adjust your appointment type name to include the symbols: ~* (tilda star with no space). Good for reporting and other internal-use appointment types.

New feature: Products can also be used as filters
Previously the invoice creation trigger only allowed you to filter the invoice further by billable items, but not products. Now you can do both.

New feature: Respect Cliniko email opt-in status
Cliniko has it's own built in email opt-in. You can now choose to respect this status and only import patients into your Peptalkr marketing list if they are also opted in in Cliniko. This is two-way synced. This setting is located on the settings page.

New feature: Additional recall segments
Automated Email Journeys now have three more recall segments they can utilise: 1 year and 2 years.

New feature: New SMS trigger - Invoice Creation
You can now trigger an SMS based on the creation of an invoice. You can additionally filter down which billable items on the invoice should trigger the SMS.

New feature: New SMS filter - Medical Alerts

You can now apply a Medical Alert filter to all SMS triggers. This is ideal for when you need to 'tag' a patient and target them with specific SMS.

New feature: Attach .ICS file to confirmations
There is a new setting on the appointment confirmation transactional email toggle allowing you attach a .ics (Calendar Appointment) file to the email which contains the time, clinic address, appointment type and practitioner.

New Feature: SMS Send Frequency
You can now select the send frequency of automated SMS. Choose whether to send the SMS once ever, once in a day or every time the conditions are met.

Tweak: User Friendly Date Range Selector for One Off Blast SMS
You can now select the appointment date range upon which to target with a one off blast SMS with a user-friendly calendar instead of typing the days manually.

New feature: Transactional Email Templates by Modality
Allow users to select their clinic modalities to enable more transactional email functionality. In addition to this, users can now request the setup of transactional email triggers that target specific appointment types or categories.

New feature: Transactional Email Tests
Send test copies of your transactional email directly from the settings page with dummy data inserted automatically.

Fix: New Patient Preparation transactional email sending settings
As the email was scheduled to send 2 days prior to an appointment, if a patient booked short notice (within the 2 day window) they would not receive the email. We now send the email instantly if they book after the scheduled sending time.

Major update: Move from API dependant to database infrastructure*

New Feature: Active Patient Limit
You can now select a limit of patients to import into your account to control your costs and ensure you're not hoarding dormant patient data.

New Feature: Display SMS character count

New Feature: Archived & Deleted Patients
If a patient is subsequently archived or deleted, they will be removed from your database and email marketing list automatically.

New Feature: SMS/email records
Every time Peptalkr sends an SMS or transactional email to a patient, a record will be left in the patient notes with the date and name of the communication. Campaigns and Automations will continue to be recorded only in the Peptalkr dashboard as not to overload patient notes with less critical communication types.

New feature: Transactional Email Toggles
Toggle on/off transactional emails yourself directly from the settings page (no need to contact support to turn them on/off).

New Feature: Local Time zone
All transactional email that stend and a standarized time send in the clients local timezone instead of AEST.

New Feature: Redesigned Settings page
Settings page more user friendly with added settings. API key validation is instant.

Fix: Time zone updates
Some appointment outputs were not inclusive of daylight savings changes.

Fix: Filter out emojis
Use of Emoji's in SMS causes encoding to change to GSM which reduces available character limit per SMS and subsequently increases costs.