Change Log

2026-04-17

Improvement

The Manage Billing button now surfaces the specific Stripe error when the billing portal cannot be opened, rather than showing a generic failure message. The most common cause — the Customer Portal not yet activated in the Stripe Dashboard — is now clearly indicated.

billing
ui
stripe

Improvement

When an owner records a manual subscription via the admin Manual Subscriptions page, a confirmation prompt now asks whether to notify the company. If confirmed, a push notification is dispatched to all Admin-role users in that company who have push subscriptions registered. If no admin push subscribers are found, the notification falls back to an email sent to the company's configured alert mailbox only. The push path uses a new SendToCompanyAdmins method that filters recipients to Admin-role users, keeping internal billing activity out of the broader staff feed.

billing
admin
notifications
manual-subscription

Improvement

Photo capture flow improved. Clicking "Use photo" in the camera dialog now closes the modal immediately rather than waiting for image processing to complete. A loading spinner is shown in the photo slot while the image is being prepared, giving clear feedback without blocking the interface.

ui
upload
photos

Improvement

Light theme is now the default for new users or any device without a saved theme preference. Users who have previously chosen Dark or System mode are unaffected.

ui
theme

Bug

The side navigation menu no longer auto-opens on mobile when logging in. It now only opens automatically on screens 960px wide or larger, matching the responsive drawer breakpoint. On mobile the menu remains closed until the user taps the hamburger icon.

ui
mobile
navigation

Bug

Manual subscription access windows now expire correctly. Previously, granting a manual subscription stored the company status as Active, meaning access was never revoked when the window lapsed — the company remained permanently Active. The stored status is now set to a distinct Manual value. While the window is in the future the access resolver returns Active as before; once it lapses and no live Stripe subscription exists, the company is automatically downgraded to Lapsed. Existing manual grants will be re-evaluated at the next access check.

billing
manual-subscription
access

Bug

Manual subscription notifications now correctly fall back to the company alert mailbox email when no admin push subscribers are found. Previously the alert mailbox was not being read due to the company config not being loaded alongside the subscription record, causing the fallback to silently skip even when an alert mailbox was configured.

billing
notifications
manual-subscription

Bug

Push and email notifications for evaluation requests ready for review were only firing for companies with Treatment Plan Required enabled. Notifications now fire for all companies when a patient completes their submission, regardless of whether treatment planning is configured.

notifications
evaluations

Development

All transactional service methods and background jobs now execute inside an EF Core CreateExecutionStrategy, making database operations resilient to transient connection failures and SQL Azure retry scenarios. Affected services include quote approval and upsert, patient upsert and import, product import, evaluation request create and update, consultation booking create and reschedule, blog and help guide upsert, company upsert and registration, and the automated evaluation request reminder job.

database
resilience
2026-04-16

Feature

New Owner-only Help Center guide "Stripe Subscription Operations" added at /help-center/stripe-subscriptions. Covers tier setup via Stripe product metadata, promotion code discounts, manual off-Stripe subscription windows, webhook events and activation flow, the company_id metadata contract, access status meanings, ops playbooks for common customer scenarios, and safety rails. Linked from the Help Center landing page and the Manual Subscriptions admin page — visible only to Owners.

help-center
owner
billing
stripe

Improvement

Stripe webhook handling hardened. A unique database index has been added to the webhook event log so retries from Stripe can no longer be double-applied, and idempotency is now race-safe. Company lookup during webhook processing now reads company_id metadata directly from the Stripe customer or subscription before falling back to legacy client reference id parsing, removing the brittle string-parsing path for new checkouts.

billing
stripe
webhooks

Improvement

Subscription activation is now driven by customer.subscription.created and customer.subscription.updated events rather than depending solely on the invoice-paid signal. Companies move to Active as soon as a Stripe subscription reaches active or trialing, with invoice-paid acting as a confirming backstop. Status mapping is centralised, so past_due, canceled and unpaid all resolve correctly without gaps.

billing
stripe
activation

Improvement

New product.* and price.* webhook handlers invalidate the in-process Stripe product catalog cache. Pricing, feature copy, or tier changes made in the Stripe Dashboard are now reflected in the app within seconds — no restart and no cache TTL wait required.

billing
stripe
catalog

Improvement

Billing flow and UI consistency improved across billing pages.

billing
ui
admin

Bug

Fixed outlined input label rendering issue caused by CSS overrides. Labels now float and position correctly without overlap or spacing glitches.

ui
mudblazor
forms

Bug

Resolved company settings update save error.

ui
company

Development

New admin-triggered Quartz job StripeCustomerCompanyMetadataBackfillJob introduced. The job iterates every company that already has a StripeCustomerId, stamps metadata["company_id"] on the matching Stripe customer, and emails a summary to the internal notifications inbox. Safe to re-run; already-stamped customers are skipped, and customers with a conflicting metadata value are flagged for manual reconciliation rather than overwritten. Intended as a one-shot migration step to retire the legacy client-reference-id fallback.

billing
stripe
jobs
admin

Dev

Refactored theme.css to remove unused/commented code and simplify overrides. Cleaned up input, table, and navigation styles to reduce conflicts and improve maintainability.

ui
css
cleanup
2026-04-15

Feature

Subscription tiers are now discovered from Stripe product metadata (tier, sort_order, feature_list, display_name, description) instead of being hardcoded. Price and feature copy can be updated in the Stripe dashboard without a redeploy. Active products are fetched once and cached in-process for ten minutes.

billing
stripe
admin

Feature

Checkout consolidated behind a single tier-driven flow. The service now resolves the Stripe price from the requested tier at request time, supports re-using an existing Stripe Customer when the company already has one, accepts an optional pre-applied promotion code, and stamps company_id on subscription metadata so webhooks can recover the mapping even if the client reference id is stripped.

billing
checkout
stripe

Feature

Owners can now record off-Stripe payments (e.g. bank transfer) against a company from a new Manual Subscriptions page in the admin navigation. Each entry grants an Active window of N whole months (minimum 1), stacks on top of any existing window, and transparently takes precedence over expired or past-due Stripe state. All changes are audited and bump the company access version so access is re-evaluated.

billing
owner
manual-subscription

Feature

Patient import tooling introduced for admins. Company settings now include a patient import wizard with drag-and-drop CSV upload, auto column mapping, preview, and result reporting. Imports create linked patient user accounts, validate email format and date of birth across UK/US/ISO formats, reject duplicate emails within the file or against existing accounts, and roll back cleanly on any row-level error.

admin
import
patient

Feature

Product import tooling introduced alongside the patient import flow. Admins can now bulk import products with drag-and-drop CSV upload, auto column mapping, preview, per-row validation for categories, types, cost and sale price, and structured result feedback before data is committed.

admin
import
product

Improvement

Company access resolver now honours the manual-subscription window ahead of all other states, so a manually-paid company remains Active even if its Stripe subscription is marked expired or past-due. Stripe and manual windows stack — the later end date wins.

billing
access
owner

Improvement

Company admin pages now expose dedicated import actions for both patients and products, making large data onboarding easier to access directly from company management.

admin
companies
import

Improvement

Patient journey pages and public API endpoints received null-safety and resilience improvements, including safer busy-state cleanup on assessment and quote flows, environment-aware cookie auth behaviour, and sitemap and search optimisations to reduce unnecessary processing.

patient
api
performance

Improvement

Public Find page performance improved by reducing repeated filter and sort work during rendering, helping search results stay more responsive as content grows.

search
public
performance

Improvement

Sitemap generation received additional guard rails and URL normalisation fixes to prevent invalid or incomplete entries from being emitted.

seo
sitemap

Development

Automated test coverage expanded with a new Playwright end-to-end test project for the patient complete page flow and additional unit tests covering public find, quote requests, sitemap generation, and the patient and product import services.

testing
e2e
unit-tests

Development

Development-only authentication helpers and seed endpoints were added to better support automated browser testing and repeatable test setup.

auth
testing

Development

Google URL reporting tool updated to output submitted URLs directly to the console, making indexing runs easier to audit and troubleshoot.

seo
google-indexing
2026-04-12

Feature

Treatment Planning Coordinator video consultations introduced. Existing patients can now book 30-minute Jitsi consultations from their dashboard, while admins can send a secure single-use booking link directly to a patient. Consultation availability is controlled by company business hours, reminder emails are supported by default, optional SMS reminders can be enabled in company settings, and child companies inherit the parent consultation business hours when created.

patient
admin
video
booking

Feature

Rota Management Phase 1 introduced. Staff schedules can now be planned and tracked across day, week, and month views. Rota Coordinators, Admins, and Owners can create and manage rota entries for working shifts, annual leave, sickness, and general unavailability.

admin
rota
scheduling

Feature

Help Center introduced for non-patient users. Staff can now browse role-relevant help guides, contact technical support from the help area, and find help content through global search using guide titles, content, and tags. Owners also have a dedicated Help Center CMS to create, edit, tag, and manage articles separately from the public blog.

admin
help-center
search

Improvement

Treatment Planning Coordinators can be marked unavailable for holiday, sickness, or other leave periods, patients are prevented from selecting unavailable slots, and reschedules keep the assigned coordinator unless an admin explicitly reassigns the booking.

consultations
admin
patient
availability

Improvement

Admin consultations include booking stats, consultation notes, completion actions, and clearer availability states. Patient and admin booking actions also now show loading states to prevent duplicate clicks during cancel, reschedule, reassign, note-save, and booking operations.

consultations
admin
patient
workflow

Improvement

Assignment types added to rota entries, including reception, nursing, orthodontic therapy, treatment prescribing, and admin support, allowing clearer role-based scheduling.

admin
rota
scheduling

Improvement

Role-based filtering introduced to quickly narrow the rota view to specific staff groups.

admin
rota
scheduling

Improvement

Week copy functionality added, enabling schedules to be duplicated forward to reduce repetitive data entry.

admin
rota
scheduling

Improvement

Print-friendly rota view introduced for easy display within the practice.

admin
rota
scheduling

Improvement

Multi-practice users can now switch between locations directly within the rota view without leaving the page.

admin
rota
scheduling

Bug

Issue with encoded links to specific pages with token failing intermittently resolved by preserving text casing on URL and token.

patient

Bug

Fixed issue preventing users from adding multiple roles for an existing team member.

admin

Development

Introduced an overhauled cookie consent banner allowing specific permissions to be given for tracking analytics purposes.

ui

Development

Platform highlights page introduced to showcase the key new features and benefits of the Virtual Consultant platform.

ui

Development

Fixes to theme selection to ensure public facing pages are excluded.

ui

Development

Option to install as PWA always available within the avatar menu unless already installed.

ui

Development

Dashboard sections now grouped as cards for consistent styling and better visual separation.

ui

Development

Introduced an informative clear aligners hub making it easier to find information about clear aligners and what systems are available.

seo

Development

New sitemaps introduced for the new clear aligners pages including location based slug variant pages.

seo
2026-04-10

Feature

PWA push notifications are now active. When installed as an app, staff and patients receive native OS notifications for key events � new patients, trial sign-ups, evaluation requests, and pose feedback. Notifications are delivered even when the browser tab is closed. Notifications still fallback to email if not available.

ui
pwa
notifications

Feature

In-app notification centre introduced. A bell icon in the app bar shows a live unread count badge. Clicking opens a panel listing recent notifications with title, summary, and relative timestamp. Individual notifications can be marked as read by clicking them; a "Mark all read" shortcut clears the badge instantly. Notifications are always saved to the inbox regardless of whether push delivery succeeded.

ui
notifications
2026-04-08

Feature

Theme toggle added to the avatar menu. Users can switch between Light, Dark, and Auto (follows the OS setting) � preference is saved per device. The dark theme derives its accent colours directly from the company's brand palette, using HSL lightness adjustment to ensure readability on dark surfaces while preserving the brand identity.

ui

Feature

PWA install prompt and update notifications are now active. Authenticated users are encouraged to install the app via a banner and a shortcut in the profile menu, with dismissal resetting after 7 days. An update banner appears automatically when a new version of the app is deployed.

ui
pwa

Feature

Treatment tracking added to patient records. Staff can now record a treatment start date (suggested automatically from quote acceptance date or patient creation date) and close a case with a treatment end date. The patient summary displays an open/closed treatment length chip for at-a-glance visibility.

ui
admin

Feature

New Treatment Length report under Reports. Filterable by company and date range (presets include this year, last year, last 3 months). Key stats include average, shortest and longest treatment durations, with a full per-patient breakdown table.

ui
admin
reports

Development

Public API patient create/update endpoint now accepts DateTreatmentStarted and DateTreatmentEnded fields, supporting future integration with practice management systems such as OrthoTrak.

api

Development

Patient actions menu now split into categories.

ui
2026-04-07

Feature

Site-wide search with intelligent autocomplete, enabling instant access to patients, quotes, tasks, and key records - significantly reducing navigation time and improving day-to-day efficiency ??

ui
admin

Feature

Public facing site-wide search to navigate to key public content such as locations, treatment information and blog posts.

ui
patient

Bug

Fix applied to resolve the intermittent circuit disconnection issue on the blog hub.

blog

Development

Expanded deterministic location content builder with richer, slug-stable variation across SEO fields and page sections.

seo
ui

Development

Updated robots.txt to disallow crawling of parameter URLs to prevent crawl waste and potential duplicate content issues.

seo
ui

Development

Page headers slightly condensed to make better use of screen real estate.

ui

Development

Admin pages now feature concise summaries of key information, presented in a consistent, cleaner chip-and-caption layout for improved readability and visual clarity.

ui
2026-04-05

Feature

Multi-site company based users can now filter their actions to a specific company from the avatar dropdown. This allows users to focus on the relevant actions for a specific company when they have access to multiple companies.

ui
admin

Development

Major dashboard overhaul. Dashboard now splits stats from actions ensuring important todo items aren't missed.

admin

Development

Introduced the blog reader achievement.

gamification

Development

Evaluation request page now better uses screen real estate on mobile devices.

ui
2026-04-04

Feature

Introduction of the public Orthodontic Support triage engine. Patients can now report issues � broken braces, wire problems, pain, loose appliances, and more � without needing to log in. The guided multi-step flow captures patient details, issue category, sub-category, photos, and a description before automatically creating a patient record and raising an issue for the clinician.

patient
support
triage

Feature

Pre-treatment triage pathway added. Prospective patients not yet in treatment can be triaged to relevant treatment information and recommended next steps. A patient lead record is created automatically and tagged for clinician follow-up.

patient
support
triage

Feature

Triage categories, sub-categories, and photo requirements are now seeded with a standard set of in-treatment and pre-treatment categories for every new company. Existing companies can manage their own triage setup from the Triage Categories admin page.

admin
triage

Improvement

Patient record header now displays tags as chips for quick identification of patient origin and issue type.

admin
patient

Development

Triage categories now support a Pre-Treatment flag to split the in-treatment and pre-treatment support journeys. An optional recommended treatment URL can be set per category for the pre-treatment recommendation screen.

admin
triage

Development

Four new orthodontic support content pages introduced � Broken Brace, Wire Sticking Out, Orthodontic Pain, and Loose Bracket � providing SEO-optimised information and linking directly into the triage engine.

seo
2026-04-02

Development

Introduction of an orthodontic software page, invisible braces page and a braces v clear aligners page.

seo

Development

Costs pages now have expanded and more specific content.

seo

Development

Various changes to page keywords.

seo
2026-04-01

Development

Minor performance enhancements made to the background services.

admin
2026-03-31

Improvement

Further work completed to improve the photo upload experience for Safari mobile users.

upload
ui

Improvement

Treatment plan no longer visible unless the evaluation request is ready for treatment planning or company config allows it.

admin
2026-03-21

Improvement

Blog hub page refactored for easier readability and filtering and various SEO improvements.

seo
ui
2026-03-20

Improvement

Further work completed to solidify the user flow on the photo upload page.

upload

Improvement

After a photo is taken or uploaded the user is now scrolled to the next required pose.

upload
ui

Improvement

After captured photo is confirmed we now display a loader whilst the image is being processed preventing the image canvas showing as a black square.

upload
ui

Improvement

Further work undertaken to improve the treatment planning suite with better handling of edge cases and improved UI for viewing annotated photos.

admin
tps

Improvement

Blog editor improvements including FAQs section and improved cited reference capture.

blog

Improvement

Blog post page shows the new FAQs and the improved cited references.

blog

Improvement

The reason why the treatment plan cannot be set or updated is now displayed within the TPS.

tps

Improvement

Count of uploaded photos shown as a badge for each evaluation request listed on the Evaluation Requests page and within the patient record.

admin
ui

Development

Various SEO improvements made including html tag property added for accessibility headings, content enriched with FAQs

seo
2026-03-19

Improvement

Camera permissions dialog now falls back to upload function when camera permission is denied.

upload

Bug

Issue reported on Safari mobile addressed to fix issue with camera permissions and file upload.

upload
2026-03-13

Improvement

Geolocation page now has a more engaging and informative layout with improved styling to make it easier to read and understand the information provided.

seo
ui

Improvement

New informational CTA sections added to hub pages.

seo
ui

Development

Redirects, forcing https and canonical fallback now handled in a centralised way for improved maintainability and consistency.

seo

Development

Implemented Identity security stamp validation changes with an internal admin endpoint to invalidate user sessions and force logout.

admin

Development

Sitemap generation has been optimised with caching to prevent performance issues as the site scales.

seo
performance

Development

Reordered sitemap index to prioritise recently updated and SEO based content.

seo

Development

Refined robots.txt rules to prevent crawl waste from parameter URLs.

seo

Development

Centralised JSON-LD generation to ensure consistent and valid structured data across pages.

seo
2026-03-12

Improvement

Reduced database load by throttling login validation checks.

performance

Improvement

Quote request page now has internal links for better SEO and ensuring the user is fully informed.

seo

Improvement

The Orthodontist near me page, how treatment works page and the individual treatment & problems pages are now more informative and the styling has been improved to be more engaging and easier to read.

seo

Development

Pre-render paths now generated dynamically based on content, with fallback for non-existent paths.

seo

Development

Canonical URL handling improved with dynamic generation based on request path and query parameters.

seo

Development

Trailing slash now removed for consistent sitemap URLs and matching canonical URLs.

seo

Development

Open new tab URLs now have noopener noreferrer tags.

seo

Development

Robots metatag fully utilized with dynamic SEO component rather than separate tags.

seo

Development

SEO 'Unparsable structured data' fix applied to the geolocation page.

seo
2026-03-10

Improvement

Patients list now displays postcode for easier location identification.

admin
patient

Bug

Patient transfer now includes a copy of the address details.

admin
patient

Development

Improved shared seo component with dynamic breadcrumb builder and standardised canonical url handling.

seo
2026-02-28

Improvement

When a clinician tries to login via the patient login page rather than failing log in they will now be redirected to the clinician log in page along with the email they entered for quick and convenient log in.

admin
account

Improvement

Overhaul of the trial company flow. Previously account password was set at the time of registering but now a separate email will be sent to set password. This allows sign ups to be performed on behalf of others.

admin
account

Improvement

Refactored look and feel of the account password management pages such as forgot password.

admin
account

Improvement

Reset and Set password pages will now pre-populate user email based on the request.

admin
account

Improvement

Default theme values now set for email theming and email footer text.

admin
them

Improvement

Theme page on company settings now display color picker text in the color selected rather than in a separate color swatch which was misleading users into thinking the swatch was clickable.

admin
ui

Bug

Updating a company logo then updating it a second time with no other page change caused an error which has now been resolved by clearing the previous cached custom logo.

admin
theme
2026-02-27

Development

Stripe integration coupled tighter so immediately after successful payment the user is able to access the site.

dev
2026-02-26

Development

Introduction of a stylised offline page to be used during maintenance periods or downtime.

dev

Development

Update to system architecture with slot based deployment strategy to allow for reduced downtime deployments and improved reliability.

dev

Development

API now resolves on custom domain; api.virtualconsultant.online

dev
2026-02-25

Improvement

Refactored look and feel of the evaluation request completion pages with useful quick links and next steps details.

ui

Development

Dynamic white label logo optimisation for LCP.

ui

Development

Added missing image alt tags.

ui

Development

Delayed non-critical JS loading until later in the page load lifecycle.

ui

Development

Added aria-labels to key icon button elements for improved accessibility.

ui
2026-02-23

Improvement

Quote request and Register pages superfluous content removed and buttons better aligned on mobile.

seo

Development

ui

Development

Improved embedded back button function.

ui

Other

Major web optimisation and asset bundling improvements, including build-based bundle versioning for cache busting.

2026-02-15

Feature

Introduced the patient transfer function which transfers majority of the original patient information to the target company excluding data which has company specific information such as quotes and orders.

admin
leads

Feature

Once a patient is transferred, a notification will also be sent to the company alert mailbox to support prompt follow-up.

admin
comms

Feature

Once a patient is transferred they will be automatically logged out of their session.

admin
comms

Improvement

Introduction of the eligibility hub where users can evaluate their eligibility based on the specific circumstance categorised by treatment required, problem and any specific detail.

seo

Improvement

Removed UK wording from cost pages.

seo

Development

Improved log out functionality.

ui
2026-02-12

Improvement

Clear aligner systems now have consistent naming rather than specific brand names.

seo

Improvement

Geographical location hub page created to list all locations we partner in.

seo
2026-02-07

Improvement

Introduction of the IOTN Severity Score checker page to give patients a rough understanding of their personal IOTN.

seo
ui

Improvement

Checker pages now logically grouped in navigational menus.

ui

Improvement

Unauthorised home menu standardised font across links and link groups.

ui
2026-02-06

Improvement

Upgraded to .Net 10.

dev

Improvement

Public-facing blog posts and the blog hub have been updated to better align with SEO best practices, with improved structure and styling.

seo
ui

Improvement

Location page SEO overhaul with pre-render.

seo
ui

Improvement

Introduction of the location browse by county page. Sitemap generation endpoint now also includes the county hub and related pages.

seo
ui

Improvement

Improvement to HTML structure to meet SEO requirements on public pages; integrations and change log.

seo
ui
2026-01-23

Improvement

Styling refactor of the problem, costs and treatment pages with standardised menus. Also applied a styling refactor to the 'how to take ortho photos' page.

seo
ui

Improvement

Introduction of the Remote Orthodontic Assessment informational page for clinicians.

seo
clinician
2026-01-18

Improvement

Major overhaul of the unauthorised/lander homepage. Content focuses on providing information and CTAs to patients. The styling has been vastly improved to build on the Virtual Consultant flat design brand guidelines.

seo
ui

Improvement

Complete overhaul of the clinician and patient about pages with improved content and styling.

seo

Improvement

Introduced contextual links and information to the treatment, cost and problem hub pages.

seo

Improvement

Using new research papers we have been able to prove an increase of chair time saved minutes, travel time saved minutes and CO2 per remote appointment.

carbon
2026-01-16

Improvement

Updated pricing scheme where Premium plan users now able to create an unlimited amount of companies. Was previously limited to 2 companies only.

admin
billing

Improvement

Improved billing management UI for better performance and clarity on current plan and next billing date.

admin
billing
ui

Improvement

Updated default quote product image. This image is served when the appliance product on the quote doesn't have an image uploaded.

patient
ui

Improvement

Nav menu updated to link to the relevant anonymous access patient/clinician about page.

admin
ui

Bug

Issue preventing new patients from access evaluations resolved. Was due to the auth role check also checking for subscription status.

auth
patient

Development

Bimi logo support added to email headers for improved brand recognition in supported email clients.

seo

Development

Added extra error logging to Sentry.

error
logging
2026-01-15

Feature

Plan upgrades and downgrades are now supported, with any pro-rata difference automatically applied as credit toward your next invoice.

admin
billing

Improvement

Admin login now encourages saving login information upon successful log in.

seo

Improvement

Register CTAs added to home and about clinician pages.

seo

Improvement

Company billing view invoices now redirects you to a private Stripe portal URL where you can manage your payment information and view historical invoices.

admin
trial
billing

Bug

Newly registered demo accounts no longer redirect straight to the package upgrade page.

trial

Development

Complete overhaul of side bar menu with desktop specific unauhorised user home menu component.

ui
2026-01-11

Improvement

Updated company settings UI for better usability and clarity with pricing per unit values for optional extras.

settings
admin
ui

Development

Metadata keywords truncated to meet recommended keywords character limits for SEO optimisation.

seo

Development

Public pages improved layouts and standardised button types and styling for consistency.

seo

Development

Location autocomplete extracted to partial and used in public hub pages.

seo

Development

Further SEO improvements made to the Geolocation template served across all locations.

seo
2026-01-10

Development

Basic usage report added to show users billable/free items that are chareable outside of their subscription plan.

seo
trial
usage
invoicing
reports

Development

Problem hub and related pages introduced to help leads/patients understand common issues preventing a straight smile.

seo
patient

Development

Treatment hub and related pages introduced to help leads/patients understand what treatment options are available.

seo
patient

Development

Costs & Pricing hub and related pages introduced to help leads/patients understand the potential costs involved with treatment.

seo
patient

Development

Footer links updated to follow logical grouping categories.

seo
ui

Development

Standardised header tags across all public pages for improved SEO performance.

seo

Development

Optimised geolocation OG image generation endpoint with caching.

seo
performance
2026-01-08

Development

Trial sign-up and renewal flow introduced, including a 14-day demo and updated registration journey.

seo
trial
signup

Development

New public SEO pages added, including About, Locations, Pricing Plans, and Orthodontic Treatment Near Me, with improved metadata and search visibility.

seo

Development

Authorization updated to use policy-based access control, supporting trial enforcement and clearer upgrade paths.

security

Development

Public routes extracted into a dedicated routing structure and internal navigation updated.

dev
2026-01-06

Improvement

Location page loading and browsing improved.

seo

Improvement

On both photo upload and camera capture the image quality has been significantly improved whilst maintaining as low as possible upload times.

evaluations
poses

Development

Note capture now auto saves automatically when added to an existing entity record.

admin

Development

App Insights integration now captures verbose logs.

tracking
2026-01-05

Improvement

Dashboard now shows badges to quickly and easily identify the number of outstanding actions for the various categories shown.

dashboard

Bug

Dashboard no longer filters out actionable items depending on which reporting filter period is selected.

dashboard

Bug

Patient address data no longer cleared on log in.

patient

Development

Timeline component now conditionally renders as a card for UI standardisation.

audit
ui

Development

Pre-Render now disabled to speed up data loading performance. Will take longer to load HTML onto the screen but will prevent data double loading in the background.

ui

Development

Patient address postcode populated from quote request form now surfaced on the patient record.

patient
2025-12-16

Bug

Issue that was preventing sending of automated reminders resolved. Was due to transaction scope.

admin
automated
2025-12-15

Feature

Introduction of the Treatment Planning Suite (TPS).

The TPS allows users with required role to compare all photos for a patient. Photos can be filtered by evaluation request. Each photo can be annotated and each annotated version can be viewed to give a full history.

The treatment plan itself now allows markup making complicated plans to be more legible and easier to follow.

When adding a treatment plan you can now mark as complete which will then complete the treatment planning activity and allow non-prescribing users a read only view.

admin
treatmentplanning
feature

Feature

You can now easily view the patients treatment plan history from within the patient management screen as well as within TPS.

ui
admin

Feature

Treatment plan required workflow is now conditional based on company settings.

ui
admin

Improvement

Photos that open image gallery now show helpful image information such as status and related pose details.

ui
2025-12-12

Improvement

Date and time of when a patient uploads a photo is now captured.

data
2025-12-02

Feature

A new role has been introduced for 'Treatment Prescriber' ensuring only users with this role can add/set treatment plan.

ui
admin
security

Improvement

Evaluation request page for admins now shows a chip button indicating if treatment plan has been set allowing a click to view.

ui
admin
2025-12-01

Improvement

'Customer' has been renamed to 'Patient' throughout the admin interface for clarity.

ui
admin
2025-11-30

Improvement

Major revamp of the Evaluation Request page presented to patients. Fully redesigned UI and a more stable camera integration.

ui
evaluations
2025-11-25

Feature

You can now choose which mailbox connection to use when sending an email. Standard email elements such logo, title, and styling are still applied automatically to maintain consistent branding recognition.

email
oauth
mailbox

Improvement

You can now send an email from a task. This will create a note against the task for tracebility of work completed to avoid duplicating work.

email
oauth
mailbox
tasks

Improvement

You can directly view emails associated with a task from the task page.

email
tasks

Improvement

Users can now be deactivated. After deactivation the user will be automtaically kicked out of any active sessions after a page refresh.

admin
user
2025-11-24

Feature

Added Gmail & Outlook mailbox connection management for secure automated email triage. While the app is going through Google and Microsoft verification (6�12 weeks), you may see temporary warnings such as:

Gmail: �Google hasn�t verified this app.� Outlook: �This app isn�t published by Microsoft.�

These appear only because verification is in progress. It is safe to select �Continue� to complete the connection.

email
oauth
infrastructure
mailbox

Feature

Implemented an initial mailbox triage engine, retrieving unread messages, automatically matching senders to existing patients by email or name, and creating company-wide tasks based on incoming messages. If a patient match is found, tasks are linked directly to the patient; otherwise, a general company task is created. ????

email
triage
automation
tasks

Feature

email
triage
automation
tasks

Development

email
triage
automation
tasks
dev

Other

New report introduced to view the result of each email processed as part of the triage engine.

Other

All emails processed by the triage engine are fully logged for auditing and troubleshooting purposes ensuring quick resolution of any issues. Dev dashboard extended to quickly view any errors.

2025-11-23

Improvement

Improved change log readability and formatting. Change log records are now tagged and you are able to filter by tag(s).

ui
formatting
changelog

Bug

Certain CSS and JS bundling optimisations were causing slower page loads and visible content shifting during render. Asset prioritisation and optimisation logic have now been improved, resulting in faster load times and significantly reduced layout shift.

ui
formatting
changelog
2025-11-22

Feature

Introduced company-wide tasks. Tasks can be assigned to users for accountability. Tasks can also be assigned to patients. Dashboard will now track and display stats around task resolutions. Resolution rules can be configured in the company settings. ???

tasks
company
workflow
2025-11-20

Improvement

Company audit record is now created when a user logs in.

audit
security

Development

Custom logo now scales to size of app header and vertically aligns.

branding
ui

Development

Company creation only allowed for users with appropriate role.

security
permissions
2025-11-12

Improvement

To prevent email overload - reminders are only ever sent for the specified overdue days configured in company settings.

email
reminders
throttling
2025-11-09

Improvement

Audits now capture when users sign in using a magic link.

audit
login
2025-11-08

Improvement

Font change making the site as a whole much easier to read.

ui
typography

Improvement

Home page layout geared towards conversion with clear CTAs for clinicians.

ui
conversion
homepage

Improvement

Book demo form simplified with fewer required fields.

forms
ui

Bug

Authenticated user sliding refresh persists required claims which should prevent users getting stuck on a blank page loading screen.

auth
claims
login
2025-11-05

Feature

Unsubscribe requests are now captured internally and surfaced in the patient details page.

email
unsubscribe
compliance
2025-11-01

Feature

First iteration of the Oral Health Analysis module introduced and can be configured to run manually or automatically. OH score is then surfaced within the Evaluation Request.

ai
oralhealth
analysis
2025-10-27

Feature

Webhook functionality introduced! ?? You are now able to manage webhooks from the company settings area. Webhook requests have a retry strategy to avoid transient errors with full result logging accessed within the webhook management section or within the Webhooks report.

webhooks
integration
api
2025-10-18

Feature

Ability to customise text shown on the quote request page from the company settings section.

customisation
quotes
companysettings

Feature

Added the marketing information report.

reports
marketing
2025-10-14

Development

Platform highlights page introduced.

ui
content

Development

Footer wording changes.

ui
footer
2025-10-13

Improvement

Evaluation request action renamed from �Mark as Treatment Planned� to �Mark as Complete�, reflecting that quotes now manage treatment planning for new patients. Additionally, clinicians can now directly add a treatment plan within the evaluation request.

ui
evaluations
workflow

Development

Canonical URL SEO warning fixed for Geographical Location slug page.

seo
canonical
2025-10-12

Feature

Patient gamification introduced to incentivise engagement, reducing sales delays and chair-side time. ??

gamification
engagement

Improvement

Refined styling on the patient facing quote page to focus patients on viewing estimate details to gently encourage acceptance.

ui
quotes

Improvement

Side navigation grouped more intuitively for better usability.

ui
navigation

Bug

Issue preventing export to CSV resolved.

csv
export
2025-10-11

Bug

SMS list filters now actually filter the data.

sms
filters
2025-10-09

Feature

Introduction of more company configuration values giving you the ability to toggle: Finance Enabled, SMS for Evaluation Requests, Evaluation Request Feedback and Patient Issue Replies. ??

companysettings
toggles
config

Feature

Right-click / long press actions added to Evaluation Request rows for quick actions depending on state.

ui
evaluations

Improvement

Patient manager now allows expansion of Evaluation Requests row to show associated automated reminders.

ui
reminders
evaluations

Improvement

Patient manager now conditionally shows editable profile fields to clean the interface.

ui
profile

Improvement

Admin Quote page improved layout and easier form submission.

quotes
ui

Improvement

SMS URL shortening now applied to all SMS messages sent.

sms
shortlinks
2025-10-05

Improvement

Complete overhaul of the dashboard. Data is more logically grouped and styling more consistent. Data queries optimised.

dashboard
ui
performance

Development

Geographical location browse page introduced to prevent orphaned links.

seo
locations

Development

Dynamic SEO content now has more null fallback values.

seo
content
2025-10-04

Bug

Evaluation requests with generic images but no photo are removed to prevent them being stuck in pending state.

evaluations
cleanup

Bug

Automated evaluation requests were incorrectly generated based on weekly interval minus 1 day.

evaluations
automation

Bug

Resolved error when admin user was redirected from unauthorised home to dashboard.

navigation
auth

Development

Evaluation manager now excludes Generic pose type.

evaluations
poses

Development

When patient raises an issue they are instantly presented with reply/compose functions.

issues
ui

Development

Patient quote now shows most recent primary product image with fallback behaviour.

quotes
images

Development

Autocomplete address lookup wildcard improved.

addresslookup
api

Development

API now exposes internal address controller with autocomplete endpoint.

api
internal

Development

API docs now ignore internal endpoints.

api
docs

Development

Improved unauthorised user home page menu styling and responsiveness.

ui
unauthenticated
2025-10-03

Development

Further security work for data protection and cross-application architecture access.

security
architecture

Development

Job endpoint added to allow manual triggering of scheduled tasks (internal only).

jobs
scheduling
2025-09-20

Bug

Blog image deletion issue resolved.

blog
images
2025-09-19

Improvement

Automated communications now send between 9am and 7pm to avoid unsocial hours.

automation
communications

Development

Sitemap generation endpoint performance improved.

seo
sitemap

Development

Geographical location lookup performance improved with enhanced SEO functionality.

seo
locations

Development

Enforced single canonical path to improve SEO efficiency.

seo
2025-08-28

Development

Updated icons.

ui
icons

Development

Unauthorised user home page desktop menu shifted left.

ui
unauthenticated

Development

Sitemap endpoint performance improved.

seo
sitemap
2025-08-18

Development

Location pages introduced for SEO-friendly URLs. 36,099 locations created.

locations
seo

Development

Dynamic sitemap generation.

seo
sitemap

Development

Dynamic location page SEO content generation.

seo
content

Development

Dynamic location page OG image generation minimal endpoint.

seo
og
2025-08-16

Bug

Blog filter-by-tag fix.

blog
filters

Development

Various SEO header content introduced.

seo
headers
2025-08-14

Development

Site-wide blog function introduced.

blog
content
2025-08-07

Improvement

Caching applied to most web assets including CSS, JS, icons and specific image directories.

performance
assets
2025-08-06

Improvement

Quotes now generate unique references to make them easier to identify.

quotes
ui
2025-08-05

Improvement

App bar now occupies full width, improving sidebar space usage.

ui
layout

Bug

Sidebar now consistently closes on mobile after link click.

sidebar
mobile

Development

Bundling and minification of CSS and JS files. ??

bundling
performance
2025-08-01

Feature

Major overhaul of email functionality. Custom logo, colours and footer text now configurable.

email
branding
companysettings

Improvement

Automated emails with URLs now use shorter, cleaner links.

email
shortlinks
2025-07-29

Improvement

Prompt appears when creating an evaluation request asking whether to notify the patient immediately. ??

evaluations
email

Improvement

Unauthorised home page now has a content menu.

ui
navigation

Bug

Dashboard overview now filters correctly based on selected company.

dashboard
2025-07-28

Feature

Introduction of �address� on patient and company objects with autocomplete lookup.

address
patients
companies

Improvement

Conditional dismissible prompt prompting users to install as PWA.

pwa
ui
2025-07-27

Feature

?? Added PWA Support with Auto-Silent Updates including network-first strategy, offline fallback and full Lighthouse compliance.

pwa
offline
caching

Feature

Patient login now supports 6-digit authentication code via SMS.

auth
patients

Feature

Companies can now enable login codes via SMS (chargable).

sms
auth

Feature

Patients can upload optional extra photos.

evaluations
photos

Improvement

Sidebar auto-closes on mobile after navigation.

sidebar
mobile

Development

Service worker enhancements with cache versioning and cleanup.

serviceworker
cache

Development

Home page sections created with SEO in mind.

seo
homepage

Development

Demo booking form introduced.

forms
leads

Development

Footer links added.

ui
footer

Development

Clinician and Patient about pages added.

content
2025-07-26

Feature

Admins can now raise patient issues from the management screen.

issues
admin

Improvement

Invalid photos now highlighted with a clearer red border.

evaluations
ui
2025-07-25

Feature

Evaluation requests are no longer marked complete until �Treatment Planned�.

quotes
workflow

Improvement

Introduced new �generic� pose type.

evaluations
poses

Improvement

Evaluation request list can now filter items pending Treatment Planned.

evaluations
filters

Improvement

Adding estimate now scrolls to new item.

quotes
ui

Improvement

Company theme colour picker improved.

ui
theming

Improvement

Global culture info set.

globalisation
2025-07-24

Improvement

Clearer camera-blocked / permission-denied messaging.

camera
errors
2025-07-23

Feature

Manual emails can now include attachments directly from company file store. ??

email
filesharing
2025-07-22

Feature

Remote Assessments Impact: calculates key environmental factors based on completed remote assessments. ??

environment
analytics

Improvement

Dashboard layout modularised into 3 tabbed sections.

dashboard
ui
2025-07-21

Improvement

Major overhaul of patient quote acceptance journey (3-step flow). ??

quotes
ui
2025-07-20

Feature

Automated reminders now include full logging.

reminders
logging

Feature

Automatic resolution of patient issues after 10 days inactivity.

issues
automation

Improvement

Patient issue replies now contain resolution information.

issues
communication

Improvement

Issues can now be re-opened by patient (within 7 days).

issues
workflow

Improvement

Admins can recall unread patient issue messages.

issues
admin

Improvement

New automated issue-reply reminder.

reminders
automation
2025-07-19

Feature

statuspage

Bug

Duplicate filenames fixed for multi-file uploads.

files
storage

Development

Centralised route management introduced.

routing
architecture
2025-07-18

Feature

Admins can log in as a patient for troubleshooting. ??

support
admin
2025-07-17

Feature

Appliances now company-specific.

appliances
companies

Feature

SMS sending introduced. ???

sms

Improvement

Appliances can be managed and marked as base group.

appliances
management

Improvement

Email+SMS list pages introduced.

communications
listpages
2025-07-16

Improvement

New list component with consistent UI, pagination and search. ??

lists
ui

Improvement

Inactive evaluation requests now clean up related reminders.

evaluations
reminders

Development

IdentityRole replaced with ApplicationRole. ??

roles
auth
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