What's New

💡 Spotlight

A refreshed Patient Profile with Signalment and Key History tabs, more conversational ways for Summi to update patient info and organize notes into groups, and a new in-app notifications bell that lets you know when audio is ready on grouped notes.

✨ New Features

• Refreshed Patient Profile - Signalment, Key History, and inline editing: The patient profile now opens to a Signalment tab with click-to-edit rows for species, breed, sex, microchip, and contact info. A new Key History tab lays out Medical History, Medications, Vaccinations, and Weight side-by-side, with inline rich-text editing of pinned values - no more redirection to a separate Key Info page.

• Unassign notes from a patient: From the multi-select action bar in the Inbox or Patient Notebook, or from a note's More menu in the editor, you can now detach one or more notes from their patient with a new "Unassign from patient" option. The notes move back to your inbox instead of being deleted.

• Summi can update Key Patient Info from chat: Ask Summi to add to a patient's chronic history, current medications, vaccinations, or weight, and it will propose the change and write it after you approve.

• More ways to work with grouped notes: Ask Companion to add a note to an existing group, or to group two notes together, and it will handle the linking after you confirm. Patient note cards now show a group-name badge so you can spot grouped notes at a glance. A new notifications bell in the header also alerts you when audio is ready on related notes inside a group, with a separate bell in the Companion sidebar for Companion notifications.

🐛 Bug Fixes

• Companion chat no longer gets stuck after leaving and returning: If you stepped away from a Companion chat while it was working and came back, the loading dots, stop button, and current activity could fail to restore - leaving the chat looking stuck even after work had finished. Returning to an in-progress chat now picks up right where it left off.

• Quill no longer crashes when editing an empty section: Asking Quill to summarize or move content into an empty section in the note edit page could crash the page and lose the proposed edit while still consuming treats. Quill now handles empty sections smoothly, and treats are only used when an edit is shown.

• Dental chart update button appears immediately after note edits: After editing a dental note, the "Update chart" button now appears live so you can apply changes without reloading.

• Plus various security fixes under the hood.

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💡 Spotlight

Companion now meets you inside the note editor - Quill jumps in when you flag a note, mark one as done, or spend extra time editing - turning Companion from a sidebar you have to remember into a hands-on teammate.

✨ New Features

• Quill help right after flagging a note or thumbs-down: When you flag a note or give it a thumbs-down in the note editor, Quill offers to rewrite sections, adjust formatting, or turn the note into a template - right from a non-blocking tip, with a "Don't show me Companion Tips" link to hide future tips.

• Companion offers client comms when you mark a note as done: After clicking Mark as Done, Companion offers to draft a discharge summary, referral letter, or client update for that visit - one click away from finished client communication.

• Quill check-in after 5 minutes of editing: When you've been actively editing a note for 5+ minutes, Quill offers to clean up the note or turn your edits into a reusable note template, so repetitive cleanup becomes a one-click handoff.

• Disable Companion Tooltips anytime: A new toggle under Account Settings > Preferences lets you mute Companion's tips whenever you want.

🐛 Bug Fixes

• PDF attachments render correctly across all pages: Fixed an issue where PDF attachments in a patient's notebook would fail to render correctly - all pages now display with properly aligned text.

• No more crash when asking Companion to consolidate into an empty section: Fixed a crash in the note editor when asking the AI assistant to summarize or move content into an empty section. Proposed edits now display correctly without a page reload, and treats are only charged when a proposed edit actually appears.

• Companion chat box opens at the right size: Fixed an issue where the Companion sidebar chat input opened over-expanded the first time you opened it.

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💡 Spotlight

Quill now corrects patient names in chat with a much faster, lower-treat shortcut - so small name fixes no longer cost you a full edit's worth of treats.

✨ New Features

• Quick patient name corrections in Companion: Ask Quill to fix a patient's name (for example, "the patient's name is Bella, not Belle") and it now applies the change with a much smaller treat cost than a full edit, with the corrected name appearing in your edit-note form without having to reload the page.

• Cleaner top header: The ‘Pay-It-Furward’ link has been removed from the top header and account dropdown to free up space for actions you use more often. It is still accessible from the Account page above Legacy Features, and from the signup referral banner.

🐛 Bug Fixes

• Pending Companion approval requests survive a reload: If Companion paused to request your approval for an action, refreshing or reopening the chat could cause the approval card to disappear and leave the conversation stuck. The approval card now reappears when you resume the chat, so you can approve or reject the request and continue the conversation.

• Companion edits are no longer invisible when you are on another page: When Quill was asked to edit a note from somewhere other than the edit-note page, the proposed change sometimes appeared off-screen with no visible differences. Quill now opens the relevant note first so you can see the change and accept or reject it.

• More consistent "update the template too?" offers: When you ask Quill to make a change that reads more like a general preference than a one-off, Companion now reliably offers to update the underlying template in the same reply, instead of letting the offer slip through.

• Better search for short patient names: Searches for short patient names (like "Eli") now retry automatically when the first attempt returns no results, so Companion can find the right note even when the name is only a few letters.

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