Changelog

We're pleased to announce a new feature to PracticeHub, introducing an AI-driven integration for patient acquisition, conversion and referrals.

Introducing AutoChiro, your AI virtual receptionist

• Appointment Booking Bot

  AutoChiro automatically schedules patients directly into your calendar, saving you time and keeping your practice running smoothly.

• Lead conversion

  AutoChiro converts leads from Facebook into booked appointments.

• Automatic Referral System

  An internal referral system designed to help your practice members refer you high-quality patients on autopilot.

To activate AutoChiro, navigate to your PracticeHub dashboard and enable it through the integrations settings. You’ll need to sign up for an AutoChiro account first.

As always, contact us via the beacon in the bottom right corner in PracticeHub or via help@practicehub.io if you have any questions!

Take full control of your team's access with a completely redesigned permissions and roles system, featuring new tools for role management and streamlined workflows.

• Create new roles using existing roles as a template. When adding a new role, you can now select an existing role as a basis, automatically copying all its permissions. This saves significant time when creating similar roles—simply duplicate,
  rename, and adjust the few permissions that differ.

• Delete roles that are no longer needed. Roles that aren't assigned to any team members can now be removed entirely. The system prevents deletion of roles currently in use, ensuring you never accidentally remove access from active staff members.

• Manage permissions with an improved interface. The permissions grid has been redesigned for clarity, with better visual organisation of permission categories. Toggle individual permissions or use bulk actions to quickly configure access levels.

• Faster performance and reliability. The entire permissions system has been rebuilt for improved speed and responsiveness, particularly when working with large teams or complex permission structures.

Head to Settings > Security & Permissions to manage your roles and permissions.

Contact us via the beacon in the bottom right corner or via help@practicehub.io if you have any questions!

Your account security just got a major upgrade. We've rebuilt the account settings experience on our new platform with comprehensive security features to protect your practice.

• Two-factor authentication now supports QR code scanning. Set up 2FA instantly by scanning a QR code with your authenticator app. No more manually entering long setup keys—just scan and you're protected.

• Security scanning monitors your login activity. Automatic scanning detects unusual login patterns and potential security threats and enforces “Email 2FA” when an alert is triggered. Stay informed about who's accessing your account and from where.

• Phone number backup for 2FA ensures you're never locked out. Add your mobile number as a backup authentication method. If you lose access to your authenticator app, or you have an email 2FA triggered due to the above, receive a verification code via SMS to login to your account.

• View all active sessions with location details. See every device logged into your account, including the country and ISP for each session. Spot unfamiliar activity instantly and revoke access to any session you don't recognise.

• Comprehensive security audit reports. Generate detailed reports of all user login activity across your practice. Perfect for compliance requirements, security reviews, or investigating suspicious activity.

Now available as part of our ongoing project of re-building PracticeHub onto our new platform. These security features are part of our modernised account settings, rebuilt from the ground up for a faster, more intuitive and secure experience.

Head to Settings > Account to explore your new user account settings, and Reports → User Audit Logs for login activity reporting.

Contact us via the beacon in the bottom right corner or via help@practicehub.io if you have any questions!

Introducing redemption tracking for discount codes, enabling practices to see exactly how promotional codes are being used and measure the impact of your marketing campaigns.

• Every redemption is now captured automatically. When a patient applies a discount code during online booking, the system records the patient name, appointment type booked, original amount, discounted amount, and the exact date and time of redemption.

• Performance metrics display at a glance. Each discount code now shows its total redemption count and cumulative savings—the total discount value applied across all uses. Quickly identify which promotions are driving the most bookings.

• View detailed redemption history for any code. Click into any discount code to see a paginated list of every redemption, showing who used it, what they booked, and how much they saved. Results display 25 records per page for easy browsing.

• Export functionality enables detailed analysis. Export redemptions for a specific code as CSV to analyse individual campaign performance. Export all redemptions across all codes for comprehensive reporting. Perfect for measuring ROI on promotional campaigns or preparing end-of-month reports.

• Track single-use code compliance. For codes marked as single-use, redemption tracking helps verify that patients are only using codes once, ensuring your promotional budgets stay on track.

Head to Settings > Online Bookings > Discount Codes to view redemption tracking for your existing codes.

Contact us via the beacon in the bottom right corner or via help@practicehub.io if you have any questions!

Introducing a comprehensive in-app banner system that enables practices to display promotional messages, announcements, and call-to-actions directly within the PracticeHub mobile app.

Five banner types are available: Card Banners display as popup cards with image, title, message, and action button. Modal Banners provide an alternative dialog format. Image-Only Banners show simple clickable images. Top Banners remain persistent at the top of app screens. Full Screen Banners offer maximum space for sharing detailed information.

Banners support three action types: opening external websites, directing to appointment booking with pre-filled location/type/practitioner selections, or linking to the referral program section. include a text editor with rich text formatting capabilities, providing greater flexibility in how you present content.

Scheduling options include immediate launch or future date/time activation. End dates can be set for automatic cleanup of expired banners, with timezone conversion handled automatically.

Frequency controls determine how often patients see each banner: once per patient (single display), always show (every app visit), or limit days (once every X days per patient).

Banners automatically refresh when patients open the app. Display priority follows Card > Modal > Image-Only order for dialog banners. The system tracks views and clicks for all banners.

The banner dashboard displays status (Live, Paused, Scheduled), performance metrics, and management options. Banners can be paused, reactivated, edited, or deleted.

Head to Patient App > In App Banners to create your banners. Learn more here.

Please note: you must be running the latest version of the app for banners to show

Contact us via the beacon in the bottom right corner or via help@practicehub.io If you have any questions!

We've just rolled out a product stock control system on our new framework that gives you full visibility and control over your product inventory. This powerful new feature helps you track stock levels, prevent shortages, and manage your product inventory with ease.

This was a highly requested feature on our Product Feedback portal and has been made possible due to the ongoing rollout of our new platform.

Unified Product Management

Here's what's new: You'll see a dedicated Products section that's now separated from Services for better organization. This allows you to manage your entire product catalog in one place with the ability to create, edit, and organize products with drag-and-drop reordering. Each product can have a reference code (SKU), pricing, tax configuration, and practitioner category assignment, making it simple to keep your inventory organized.

Real-Time Stock Tracking

You can now track stock levels for any product in real-time with a visual dashboard that shows current quantities, running balances, and complete transaction history. The system automatically calculates stock levels based on purchases, amendments, and sales from invoices.

Smart Low Stock Alerts

Never run out of stock again with customizable alert thresholds. Set a minimum stock level for each product, and the system will highlight products that need attention with:

• Visual indicators (red for out of stock, amber for low stock)

• Alert icons with detailed tooltips

• Dedicated "Needs Attention" filter to quickly find products requiring restocking

• Automatic alerts

Advanced Filtering & Search

Find exactly what you need with powerful filtering options:

• Search by product name or reference code

• Filter by stock status: All Products, Needs Attention, Out of Stock, Low Stock, In Stock, or Not Tracked

• Filter by active/inactive products

• Real-time counts showing how many products match each filter

Complete Stock History

Every product gets its own detailed history page showing:

• Full transaction log with timestamps and user attribution

• Transaction types: Restocks (with optional unit pricing), Amendments, and automatic Sales tracking from invoices

• Running balance calculations after each transaction

• Notes for each entry to document why changes were made

• CSV export for accounting and reporting purposes

• Pagination for products with extensive histories

Inventory Transaction Management

As part of this rollout, you can now:

• Add stock with optional unit pricing for purchase tracking

• Adjust stock levels with positive or negative amendments

• View automatic deductions when products are sold via invoices

• Delete erroneous entries (ledger entries only - sales are protected)

• Add notes to document suppliers, reasons for adjustments, or other important information

These updates reflect our ongoing commitment to adding value for our users, and is another step towards our full migration to our new platform.

Simply head to Settings → Services & Products and you will be redirected to the new platform with access to the Products tab.

If you have any questions, please reach out to help@practicehub.io or via our Chat beacon.

We've just rolled out some fantastic changes to the API and Patient Logs that will power-up integrations being built on top of PracticeHub, whilst overhauling the patient overview interface.

Overhauled Patient Logs

Here's what's new: You'll see an updated Patient Log UI which has had a refresh, and will now display file attachments, and tags alongside the existing information. This allows AI assistants and virtual reception companies to upload conversation transcripts and audio recordings directly onto your patient files, so you can read and listen to these at any time. We have several companies working on building these integrations at the moment including Balance VA, DC Practice Growth and others.

New API Documentation

We've also rolled out our new developer documentation, which includes all the new endpoints and a realtime up to date list of all existing endpoints. This comprehensive guide includes dedicated documentation on AI integrations, building scheduling tools, polling vs webhooks and a slick & modern interface. This new documentation will allow third party developers to build on top of PracticeHub even quicker.

New API Endpoints

As part of this rollout, we've added new endpoints that enable:

• File uploads to patient records

• Patient log creation

• Attaching files to patient logs

• Retrieving timeslot availability (the same availability built on top of Online Bookings 2.0, but with more customisation options, allowing for more flexible scheduling solutions)

These updates reflect our ongoing commitment to enhancing PracticeHub's functionality and supporting seamless integrations that help streamline your practice management.

If you need any assistance, please reach out to our Customer Success team via the chat beacon, or email directly to help@practicehub.io.

We’ve just released another enhancement to our Online Bookings 2.0 platform - you can now set maximum attendee limits for Group appointments!

What's New?

You can now specify the maximum number of attendees allowed for Group appointment types. This gives you better control over your group sessions and helps manage capacity efficiently.

How It Works:

1. Navigate to your appointment type settings

2. Select "Group" as the appointment type

3. Enter your desired maximum number in the "Maximum Attendees" field (leave blank for no limit)

4. Choose a color for the appointment to display in your calendar

Important Notes:

• This feature is only available for Online Bookings 2.0 users as we continue to phase out Online Bookings 1.0

• Group appointment settings are fully customizable through the appointment type interface

Need help getting started? Our Customer Success team is ready to assist via the chat beacon or email at help@practicehub.io.