What's New

💡 Changelog Spotlight

‍You can now preview templates using your own notes, making it easier to test before saving. This is just one of the steps we’re taking to make the experience of building a template more delightful!

We heard that you wanted to be able to test a template against your own notes, because it’s sometimes hard to tell exactly how well a template will work until you use it in the real world! We hope that this will save you time and make editing and refining your templates even easier. Stay tuned, as we’ve got loads more coming to make your templating workflow faster, easier, and more flexible!
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🎨 User Experience Improvements

• We added the ability to preview Adaptive Templates with your own notes while you build them, making it easier to get your templates just right!
• Widget Mode filters now stay in place, so you don’t have to reapply them each time

🐛 Bug Fixes

• Fixed errors when tapping older mobile invite links
• SVG images now work properly as header images in note PDFs
• Fixed an issue that could prevent creating templates in the PIMSPal record view
• Fixed an issue where note header images wouldn’t refresh after uploading a new one
• Fixed the Scribephone mute icon not always updating correctly
• Restored the alert when PDF template extraction fails
• Fixed an issue that could allow multiple Scribephone calls to start at the same time
• Fixed an issue affecting Adaptive Client Summary reliability

✨ New Features

• You can now record appointments right from PIMSPal
• Ability to import your client summary via PIMSPal

🎨 User Experience Improvements

• Widget Mode note filters are now separate from your main site filters (so they won’t affect each other)
• Deleting a note now updates correctly in Widget Mode
• Improved microphone experience in Scribephone, helping prevent the mic from staying on after a call ends
• Silence detection now works more reliably when switching between browser tabs

🐛 Bug Fixes

• Fixed an issue where the Scribephone error message didn’t clear after closing a popup
• Improved the consent step when using keypad tones during Scribephone calls
• Fixed a rare issue where a call could keep ringing even after ending
• Fixed an issue where AAC audio files couldn’t be uploaded
• Fixed a visibility issue where some org admins couldn’t see teams they weren’t directly part of

🔒 Security Improvements

• Strengthened the process for verifying custom phone numbers in Scribephone

✨ New Features

• Silent recordings now receive a warning on the web application (this should help prevent issues where recordings might not have a proper microphone configured leading to data loss)

🎨 User Experience Upgrades

• An error message now shows if you try to access a deleted note
• Saving note edit keeps user on edit note page

🐛 Bugs Fixes

• Fix where Adaptive Template sometimes loaded blank. Also, improved sizing of Adaptive Template cards when descriptions are long
• Fix for team admin deactivation of team member accounts
• Fix where appending audio to a note would mark it as both in “draft” and “processing” state, opting for just “processing” instead.
• Fix where opting-in to Companion would not automatically reflect opt-in success when the Companion chat window was expanded
• Fix for Delete/Save template button visually blocking the page footer

🔒 Security Improvements

• Further harden Scribephone phone custom number verification