What's New

💡 Spotlight

A big week for Adaptive Templates! You can now ask Quill to build or update a template for you, and easily find the right one to record with using the search bar in the template dropdown. Five new templates are now also available in the template library. PIMSPal now works in rich text editors and honours the PIMS export format (plain text, markdown symbols, or rich text) determined in your account settings.

🌟 Highlights

• PIMSPal 3.3.0: PIMSPal now honours your PIMS Export Format account setting, so notes are imported in the format you've configured without extra steps. It also works in new rich text PIMS editors. The PIMSPal dropdown stays where you moved it on the page.

✨ New Features

• Ask Quill to create or edit a template (Companion > Templates): From the companion sidebar, ask Quill to build a new template or make changes to an existing one. Just describe what you want and Quill will handle the rest.‍
• Redesigned template dropdown - searchable with a live preview (Note Editor > Template Selection): The template picker now shows a searchable field organized by section (Favorites, My SOAPs, My Freeform, Team Defaults, Shared with you, Scribenote Defaults). Select any template to see a preview before applying it.‍
• Five new templates in the Template Library (Templates > Template Library): Client Follow-Up Email, Kitten Discharge, Injury Discharge, Self-Review: Visit Communication, and Invoice Audit Checklist are now available under Create Template > Select a Preset.‍
• Unsynced recordings now appear in your Inbox (Dashboard / Inbox > Unsynced tab): The Inbox now has an "Unsynced" tab showing any recordings that didn't upload, with a sync button on each one to retry. No more hunting for a separate folder to upload your notes. Any unsynced notes will be on top of the notes in dashboard.

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💡 Spotlight

Widget Mode is now accessible to all users without a Pro subscription, and the Template Library has been expanded with new puppy discharge template.

✨ New Features

• Widget Mode Access (Widget Mode): Widget Mode is now available to all users - you no longer need a Pro subscription to use the Widget Mode button for accessing Scribenote side-by-side with your PIMS.‍
• Puppy Discharge Template (Templates > Template Library): A new "Puppy Discharge" template is now available in the Template Library, with pre-filled sections for patient info, vaccinations, parasite control, medications, nutrition, and follow-up care instructions.‍
• Dental Chart Direction Labels (Note Editor): The dental chart in the note editor and PDF export now displays "R" and "L" labels on either side, making it clear which side of the mouth is left and which is right.

🐛 Bug Fixes

• Companion Session Titles (Companion Panel): Long companion session titles in the chat header and session history list are now truncated with an ellipsis instead of expanding the sidebar.‍
• Team Invite Management (Team Settings): Any team or org admin can now resend or revoke a pending team invite, not just the person who originally sent it.‍
• Select and Replace Auto-Save (Note Editor): Fixed an issue where using Select and Replace in the note editor did not trigger auto-save, requiring a manual save or additional edit to persist the replacement.

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💡 Spotlight

Two exciting features are now live for everyone: the Template Wizard makes building a custom note template as easy as following a few guided steps - no technical know-how required. And Companion now automatically figures out which assistant to send your question to, so you can just type and get an answer without worrying about @mentions.

✨ New Features

• New Template Wizard (Templates > Create Template): a new step-by-step wizard guides you through creating a custom template - pick from the Template Library, upload a PDF of a template you already use, or build one from scratch. The wizard walks you through each decision so you end up with a template that matches how you write, no prior setup experience needed.‍
• Companion routes to the right assistant automatically (Companion panel): you no longer need to type @summi, @quill, or @sage before asking a question. Just type and Companion figures out which expert to send it to. You can still @mention a specific assistant if you want to direct the question yourself.‍
• See exactly what changed when Companion or Writing Assistant edits your notes (Note Editor): when Companion or Writing Assistant suggests a change to a note section, added words are highlighted in green and removed words in red, so you can see the exact difference before deciding to accept or reject.‍
• Unmark as Done (Note Editor): when viewing a completed note, you can now click "Unmark as Done" to send it back to the Review section of your Inbox for further editing - useful when a note was marked done too early or needs corrections before exporting to your PIMS.

🐛 Bug Fixes

• PDF upload not working in the template editor: Uploading a PDF to extract content in the classic template builder was failing with an error, particularly on Windows. PDF uploads now work correctly in both the template editor and the onboarding template setup step.‍
• PDF files failed to attach to notes: PDF files can now be attached to notes - previously only image files were accepted and PDFs would fail with an upload error.

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