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Product improvements and updates 26/05/2026

Some of the features in the Case Management system has been updated.

Written by Sonja Gebhardt

Over the long weekend we have updated a few features.

  1. When discharging a patient, you now have the option Discharge - Deceased! This will also show in the dashboard under Client Status.

  2. Logging a referral/signpost through the client record has been updated to make it user friendly and easier to search. Please see the knowledge guide: How to log a referral/signpost

  3. EMIS only practices: We have added back in the "Update Client details" button in the Client Accounts option:

    This updates the following details of a client:

    1. Clients name

    2. Date of birth

    3. Gender

    4. Home address

    5. Email and phone numbers - please note that any manually entered phone numbers will remain in the system.

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