Week of August 30: referral-source tracking, empty drafts clean themselves up, signature fixes

Track where your clients come from, abandoned empty notes no longer pile up in a chart, and a small fix to note signatures.

New

• Track where your clients come from. Settings has a new Referral Sources page (under Clients) where your practice keeps its list of referral partners - a colleague, a court program, a directory listing. Pick a client's source on their profile under Additional Information (alongside a new Date first seen field), and the new Referrals report in Analytics counts clients and new clients per source, exportable to CSV. Clients who book online are attributed automatically - including which ad campaign or website sent them, which you'll see as fine print under their source. Sources can be renamed or deactivated at any time without losing history.

Fixed

• Empty notes you never wrote in no longer pile up. Choosing a note format used to create the note immediately — so backing out of the editor left a blank draft in the client's chart and in your "needs your signature" count, and nothing ever removed it. Now, when you open a chart, any of your own drafts that are completely blank (no text, no form answers, no recording) and more than an hour old are cleaned up automatically. Anything with a single word in it, a form answer, a transcript, or a signature is never touched.

• A note signed twice in quick succession no longer carries two signatures. If Sign was clicked a second time before the first save had finished (or from two open tabs), the note could end up with a duplicate of your own signature — and, on a note awaiting co-sign, that duplicate could be shown in the Supervisor slot. Signing is now one-per-person, and the supervisor's co-signature is identified by who signed, never by position.