What's New in Version 4

Major Features

Tasks
Allows you to set alerts for yourself or other practitioners to ensure a certain task is performed by a due date.
Tasks will also allow you to track the resources given to a client, whether it be certain documentation or equipment.
Includes sending notification emails (Alerts) to a User

MailChimp Integration
Client details can be exported to MailChimp for newsletter or other marketing purposes.
Mail chimp is a service for sending out Newsletters or Marketing Campaign's, depending on the numbers of emails you send, this service can be free. myPractice now gives you the ability to sync your client contact information with Mail chimp to make sending out your bulk correspondence easier. Visit mailchimp.com to learn more about their service.

Exporting of Invoice and Payment data for importing into MYOB
Accessed via the Reports area of myPractice, MYOB Export can export your Client info, Products and Services, Sales (Invoices and Item Sales) and Payments all in a format compatible for importing directly into MYOB.

'Family Show" Genogram
The genogram feature is available from Client Details and allows the mappingof a client's family and relationships.

Appointment Book
Appointment Notifications - Emails can be sent automatically to Practitioners when an appointment is created, changed or deleted.
Show All Day Appointments in Time Cells and Include Sunday option
Changes to the Appointment Book Navigation bar button layout
Administer other users Calendars from one location. (Administrators Only)
Create a Casual Appointment

SMS Reminders
Automated SMS/Email Reminders using myPractice Scheduler. Previously available to our myPractice Live users, this feature will now extend out to include all customers.
Replies displayed in myPractice
Incoming SMS Replies available for viewing the history of reply SMS Messages.
Can now be opened from the left-hand Module Access toolbar.

Client Details
Multiple Practitioners per Client - If the "Allow all users for all clients" option is unticked, previously you could have one practitioner assigned to a client, in Version 4, myPractice Administrator's or the lead practitioner assigned to that client will now be able to assign other practitioners to the client giving them permission to view and edit their record.
New Find Client search form which includes the ability to search by phone number, referral number, any part of the client's name and more
Preferred Consultation Type for Clients
Allocate Client ID's to Clients without an ID
Add a Client as a referrer when creating a new Client

Documents
Letter Editor with improved formatting and editing functionality
Label Printing - Avery Labels and other A4 label sheets will be supported in this new feature.
Select the preferrerd Excel save type
Document Synchronisation enhancement - The is a new process that watches the Local Documents folder for new and changed documents. When a new or changed document is detected, it automatically copies it to the Network Document folder (only if it's online of course).

Invoicing
Bank details can be entered into Options > Practice Information so that they can be merged into an Invoice.