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Week of August 9: side-effect tracking for prescribers

Practices with prescribing enabled can now track medication side effects over time, promote them to the safety list deliberately, and document risk conversations right on the prescription.

New

  • Record side effects without stopping the medication. A new "Report side effect" button on each prescription — and on supplements — captures what the client reported (from a psychiatry-focused list), how much it interferes with daily life, roughly when it started, and the dose at the time. Reports appear as markers on the medication trial timeline and in the prior-authorization trial summary, so "stopped due to side effects" is no longer the only record you have. Recording a side effect never changes the allergy list by itself, and reports can be edited or removed afterward — corrections are status changes, never deletions, so the record stays complete.

  • A full med check without leaving the note. The note's Medications button opens a drawer with two views: New prescription, and Current meds — the client's active medications and supplements, each carrying the med-check actions inline: renew, adjust, record a side effect, or stop. Side effects and stops drop a contemporaneous line into the note itself (stops include the reason and your retrial advice), and prescriptions keep appending the exact prescription line — so the visit note documents the whole med check as it happens.

  • A deliberate path to the safety list. When a reported side effect deserves a permanent place on the client's allergy/intolerance list, a "Promote to safety list" action shows you exactly what will be recorded before you confirm. Entries can later be marked tolerated or entered in error (with a documented reason) — they leave the banner but are never deleted, so the record stays complete.

  • Rechallenge advice on stopped medications. When stopping a medication for side effects, you can note whether the effect was dose-related and whether a retrial would be reasonable (at a lower dose, with support, or best avoided). If you ever prescribe that medication again, the warning shows your prior note — guidance from your past self, right when it matters.

  • "Risks discussed" on the prescription. A checkbox group at prescribing records which risks you discussed with the client (movement symptoms, metabolic effects, sedation, sexual side effects, discontinuation symptoms, or your own wording). It is stored on the prescription itself and echoed in the visit note's "Medications prescribed this visit" line — contemporaneous documentation with one click.

Improved

  • Your website's menu can now link to your own sections. Each content block in the website builder has a "Show in top menu" option — turn it on and that section appears in your site's top navigation (with a short label of your choosing, like "Services" or "FAQ"), ahead of the built-in Locations and Contact links. Nothing changes unless you opt a section in.

  • Client Portal moved front and center on practice websites. The hero section now shows a Client Portal button alongside Request an Appointment (portal first), and the portal button no longer crowds the site header. Republish your site from Settings → Website to pick up the new layout.

  • You now hear about it when an existing client uses your public booking form. For privacy, the public "request an appointment" form never tells the person filling it out whether an email address already belongs to a client of your practice — it quietly emails that client a link to sign in to their portal instead. Now your practice gets an email too, naming the client and what they tried to book, so you can reach out and make sure the appointment actually gets scheduled. The booking form also says much more clearly — up front, at the contact step, and on the confirmation screen — that existing clients should sign in to the portal to request appointments.

  • Lab trends show the dose at each draw. The lab trend chart now carries the "medication dose at draw" recorded with each result — hover any point to see it, and when the regimen changed between draws, an annotation under the chart lists what changed and when. A level that moved with a dose change reads differently from one that moved without.

  • Welcome emails now match the new team member's role. When you invite a biller, scheduler, or practice manager, their welcome email orients them to the parts of the app they'll actually use — billing, the practice calendar, or team settings — instead of clinician instructions about writing session notes. Combined roles get a bullet for each.

Fixed

  • Billers, schedulers, and practice managers are no longer asked for clinical credentials. Team members without a clinician role used to see a "Complete Profile" prompt in the header asking for an NPI, license, and specialty code they'll never have. That prompt now appears only for clinicians; staff profiles show their actual role.

  • Uploading .m4a session recordings works again. The audio upload page rejected .m4a files (the format iPhones and many recorder apps produce) because of how browsers label that file type. All common audio formats — m4a, mp3, wav, webm, ogg — now upload reliably, even when the browser doesn't report a file type at all.