Release Notes

Consultation template builder

• Drag-and-drop reordering — reorder findings within a section, or drag them between sections (drop into "Ungrouped" clears the section). Arrow buttons remain for keyboard access. Guidance items behave the same way. Table view is unchanged.
• Create with Skip — a new action on the template list drafts a complete template (sections + findings + guidance) via Skip, then hands it off to the builder pre-populated for you to review and save. Nothing is written until you save.
• Guidance text items — read-only prompts you can add inline to remind yourself what to ask or examine during a consultation. Two styles: Subtitle (bold, compact) and Paragraph (italic). Guidance never persists to the clinical record.
• First-class free-text fields — free-text is now one of four item types on the Add Field picker, alongside Clinical finding, Measurement and Guidance, replacing the buried "Add custom field without SNOMED code" link.
• New seed templates — Minor Surgery (pre-procedure checks, WHO safety checks, procedure detail, outcome, histology follow-up) and TRT Review (symptom review, side effects, blood monitoring, safety governance) are now available as system templates.

Reporting & Analytics

We've rolled out a consistent filter bar across every reporting Overview. You can scope any analytics view to a date range, practitioner, location, status, and more — and every filter is URL-backed so views are shareable and survive a refresh.

• Filters everywhere — Appointments, Online Booking, Finance, Medications, Tasks, Messaging, Referrals, Patients, Alerts, Pathology, Availability and Filing all now use the same filter pattern with preset ranges (7 / 30 / 90 days, custom picker) and a Reset button.
• New Availability Overview — Availability has moved from Configuration into Reporting → Operational. The new Overview shows scheduled sessions, available hours, a booked-vs-free stacked chart and utilisation by clinician. Schedules / Sessions / Blocks keep all existing behaviour, and /app/availability still works.
• New Filing Overview — throughput, backlog, deletions-in-period and filings-per-day, plus paginated Filed and Deleted tabs. Deletions now record a reason (Duplicate, Spam / junk, Not a document, Wrong organisation, Test upload, Other) so Deleted Items is genuinely auditable.
• New Alerts Overview — /app/alerts now has an Overview tab with active and critical counts, a daily-creation trend, category and severity breakdowns, and a list of upcoming reviews.
• Patient Overview — date range applies to New Registrations and the DNA rate window; demographic breakdowns always reflect the cohort as it stands today.

Navigation & reliability

• Stuck-content bug fixed — navigating away from Pathology or Availability reporting could previously leave the next page frozen until a hard refresh. Root cause (a React Router transition being interrupted by urgent state updates on reporting pages) has been fixed, restoring normal navigation across the whole app.
• Help Hub unread count — the small dot on the help button has been replaced with a count pill showing the exact number of unread support conversations.

Video meetings

• Only end on authoritative signals — a transient disconnect no longer ends a video meeting. Calls now finalise only when Whereby reports the room session has ended, or when the clinician explicitly marks the patient's attendance as Left. Both parties can reconnect into the same room without being stranded in a new one.

Support chat

• Articles reply with images — the help chat assistant can now include images from support articles in its answers, rendered inline and expandable to full size on click.

Medication imports

• Semble medication import hardened — concurrent imports can no longer create duplicate patient medications. A database-level uniqueness backstop prevents future races, and ~1,385 duplicate medication groups that had built up have been cleaned up while preserving every legitimate prescription link.

Security & session

• Auto screen lock default off — new and existing practices now have the inactivity screen lock disabled by default. It remains available opt-in under Settings → Security → Session.

Support chat

• Paste images into support conversations — screenshots, annotated images, or anything in your clipboard can now be pasted directly into the Help Hub chat. Useful for showing us exactly what you are seeing when something is not working. Attachments render as thumbnails in the conversation and open full-size in a new tab when clicked.
• Image-only messages supported — if you just want to drop a screenshot without typing anything, that works too.
• Admin replies can now be emailed — when our team replies to your support conversation they can tick a box to also send the reply as an email (from support@mail.usejump.co.uk), so you will see it even if you are not actively in Jump. Inline images from the reply are embedded in the email.
• 10 MB size limit per image; PNG, JPEG, WebP and GIF supported.

Availability

• "Remote" filter on Schedules and Sessions calendar views. Save a view that shows only remote-available sessions or only in-person sessions.
• Schedule block sidebar — clicking a row on the Blocks tab now opens a side panel with edit and delete actions, plus a timeline showing when the block was created and last updated. Previously this opened the edit form directly.

Message templates

• {{user_signature}} merge token — templates can now include this token, which resolves to the signature you've configured under your user settings. Useful for templates that end with a personalised sign-off.
• Template insertion fully replaces the composer body on every path (email with or without the merge-fields modal, and SMS). Previously the email-no-modal path silently appended your text signature after the template; the other paths dropped it. Behaviour is now consistent: what the template author wrote is what you see. If you want your signature on an existing template, add {{user_signature}} at the end.
• Multi-line signatures render correctly when resolved inside a paragraph (fixes a TipTap paragraphs-inside-a-paragraph issue).

Merge-field fixes

• Questionnaire and booking link tokens ({{questionnaire_link:...}}, {{booking_link:...}}) are now preserved through the merge-fields modal and become inline pills in the composer, instead of being wiped or showing as bogus manual-entry prompts.
• Snake_case nested aliases (patient.first_name, clinician.full_name, appointment.date) resolve alongside the camelCase form for seed templates.
• Composer scroll fix — the editor now scrolls correctly when the message body grows beyond the visible area.

Message templates

• Redesigned template editor — message templates now open in a stepped modal with a cleaner sidebar, and the primary "Save" action is promoted so it's always in reach.
• Live branded preview with patient picker — the template preview now renders the full branded HTML exactly as a patient will see it, with a picker to populate merge fields from a real patient's data.
• Questionnaire & booking links render as pills — inserting a questionnaire or booking link into a template now creates a visible TaskBlock pill instead of a raw token, both in new templates and legacy ones that still use the old token syntax.
• Default templates for new organisations — new orgs are now seeded with a starter library of communication templates so staff can start sending messages immediately.
• Fixes:
  • Template insertion now works reliably in both the message composer popover and the HCP send-message popover.
  • Merge fields with nested snake_case keys (e.g. appointment.clinician_name) and dot-notation fields now resolve correctly in the message composer.
  • Patient and HCP names in message popovers now show with correct casing.
  • The merge-field overlay no longer closes unexpectedly when choosing a token that prompts for input.
  • Episode title now populates when a questionnaire link is minted.

Calendar

• Remote appointments in the Locations sidebar — clinicians offering remote-only or hybrid remote sessions now appear in the calendar's Locations sidebar under a dedicated "Remote" entry.
• Optional clinician title — clinician titles (e.g. "Dr", "Ms") now appear in dropdowns, staff lists, and merge-field output when set, and are cleanly omitted when not.

Patient record

• Smoother patient merges and edits — merging patients, updating questionnaires, editing actions, and changing appointment types or schedule overrides now refresh the relevant panels in place instead of forcing a full page reload.
• Sample clinician name on patient card preview — the patient card template preview now shows a realistic sample clinician name.

Prescribing

• Fix: Signature Rx patient sidebar — the Signature Rx integration's patient sidebar now correctly loads prescriptions using the client reference ID.

Reporting

• Faster reporting tables — reporting tables now search and paginate on the server, so large reports load and scroll smoothly.

Bug reports

• Email confirmation when you report an issue — submitting a bug report now sends a confirmation email with your ticket reference, so you know it's been received.

Message templates

• Send test messages to yourself — a new "Send Test" flow on message templates lets you send a real test notification to a dummy patient, with merge fields resolved from a chosen appointment. Preview emails, SMS and WhatsApp exactly as a patient will receive them before turning a template on.
• Template preview improvements — cleaner preview sheet, tidier template list screen.

Document & template editor

• Inline verification with details — verifications on documents now open inline with full detail rather than redirecting away from the document you were viewing.
• Typography polish — the rich-text editor used for document templates now supports proper smart punctuation (curly quotes, em-dashes) and other small readability improvements.

Consultations

• Fix: orphan observations and social history — in rare cases, observations or social-history entries made inside a draft consultation could become detached from the consultation. Those items are now correctly reattached and visible.

Calendar

• Fix: remote-only one-off sessions now labelled "Remote" — when a clinician with a hybrid location+remote schedule created a one-off remote-only session, it appeared in a separate column with no "Remote" label, making it easy to miss. The column now correctly reads "{Clinician} · Remote".

Patient Identity Verification

• New Identity tab on the patient sidebar consolidates verification status, actions and audit trail in one place.
• ID Verified pill now appears on the patient card and header alongside the Active badge so verification status is visible at a glance.
• Verify identity action is always available from the patient sidebar, with a clearer empty state when no verifications have been run.
• Stripe Identity panel: start a Stripe Identity check directly from the patient sidebar (where enabled).
• Identity icons updated to a consistent Fingerprint motif across the app.
• Audit trail rows are now clickable for quick drill-down into verification events.
• Patient emails are now case-insensitive so identity linking and de-duplication no longer miss matches on casing.

Immunisations

• Brand / Product field is now a searchable dropdown — much faster to find the right product in large catalogues.
• Brand selector moved to step 1 of the immunisation flow so you capture it upfront.
• Missing-fields alert redesigned to be clearer about what still needs completing.

Prescribing

• SignatureRx webhook now retries briefly when a prescription hasn't yet propagated, fixing intermittent "prescription not found" errors after prescribing.

Pathology & Labs

• Full TDL 2026 catalogue imported 1:1 with the supplier spreadsheet.
• Custom lab tests now carry through their test code and price into invoice pathology pills.
• Pathology tests are hidden from invoicing when no lab provider is connected, avoiding confusing empty results.
• New merge fields for investigation / pathology results tables, so you can embed lab results directly into document templates.

Invoicing

• Invoice popover now matches the full-screen action for a consistent experience.
• Product search hydrates prices up-front, removing the brief flash of £0.00 before the real price loaded.
• Fixed £NaN appearing on product search and added a loading spinner while results arrive.
• Removed the misleading "Prices" column from the Stripe products table.

Questionnaires

• PHQ-9 and GAD-7 scoring now configured for Mosaic-format questionnaires.
• Seeded ID Verification system questionnaire for clinics using the new identity workflow.

Patient Record & Sidebar

• Supplements tab now refreshes automatically after adding a supplement via the popover.
• Sidebar observations are now truncated so long readings don't break the layout.
• Patient card fields cap their width to stop overflow on long names / emails.

Organisation Settings

• Organisation logo uploads now restricted to PNG and JPG to avoid rendering issues with other formats.

Questionnaires

• File uploads — questionnaire responses now support file uploads, which are automatically saved to the patient's documents.
• Clickable file preview — uploaded files are now shown as clickable previews in the questionnaire inbox.
• Autosave disabled — patient-facing questionnaires no longer autosave prematurely, preventing incomplete submissions.
• Improved reliability — fixed several issues with questionnaire submissions, portal access, and episode linking.

Pathology & Observations

• Observation trends — a new trend sheet overlay in the patient sidebar lets you visualise observation data over time.
• Observations widget — observations now appear as a dedicated sidebar widget (the top-level Examinations tab has been removed).
• Quick pills — fixed price display and filtering for pathology quick pills; pills with missing test data are now hidden.
• Default lab provider — practices can now set a default lab provider in the app store.
• Quick Lab Order — fixed a false "no tests configured" alert when tests were actually available.

Permissions & Access Control

• Clinical sidebar gating — the patient sidebar now fully respects RBAC permissions, hiding sections users don't have access to.
• Tighter permission checks — fixed several gaps in permission gating across the application.

Documents & Templates

• Header alignment — fixed right-aligned text not rendering correctly in document headers.
• Template switching — switching between document templates no longer shows stale content.
• Merge field styling — merge fields are now visually styled in template previews.
• Supplement table — fixed bullet list deduplication and added a Link column.

Billing & Payments

• Card payments — "Debit Card" has been renamed to "Card" (covering both credit and debit) and moved to the top of the payment method list.
• Self-employed — added as an employment status option in social history.
• Product search — fixed billing products search not filtering results correctly.
• Pagination — fixed incorrect total count in the products table.

UI Improvements

• Consistent tabs — config pages now use a standardised underlined tab style.
• Feature flags — "Labs" has been renamed to "Beta" in the feature flag UI.
• Smoother loading — fixed an error banner that briefly flashed on first visit to lazy-loaded pages.

Task & Filing Assignment

• Unified assignee picker — a new shared component used across tasks, subtasks, and filing items for a consistent experience.
• Search and scroll — quickly find team members by name in the assignee dropdown.
• Cleaner UI — streamlined assignment interface with less clutter.

Scheduling

• Edit appointment types on existing schedules — you can now add or remove appointment types after a schedule is created. Changes propagate to future sessions that haven't been individually edited or booked.
• Toggle video consultations on existing schedules — previously locked after creation.
• Propagation preview shows how many sessions will be updated before you save.

Investigations

• Clickable investigation results — click any result line to open the trend sheet directly.
• Two-line layout for investigation results, improving readability.

Patient Record

• Examinations tab — dedicated tab in the patient sidebar for viewing observations and vitals.
• Consultation sidebar — added side panel for quick consultation access.

Immunisations

• Improved vaccine product lookup using AMP data for more accurate matching.

Fixes

• Fixed scrolling issues across appointment types, main layout, and table views.
• Fixed booking link filtering to exclude archived links.

Documents

• Font size and family now persist when saving documents — previously these could reset on save
• Fixed document preview loop that caused repeated re-rendering
• Fixed editor spacing drift where document editor and preview could fall out of sync

Consultations

• Improved merge field formatting — consultation notes now render with bold date/clinician/problem headers, bullet-pointed items, and cleaner spacing between sections
• Simplified social history templates for a more streamlined GP workflow
• Improved consultation picker with bold headers and consistent formatting
• Fixed consultation heading labels — section headings now use underline styling with correct spacing

Clinical

• Fixed vaccine search — the dm+d resolver was returning empty results for mapped vaccines

Inbox

• Inbox now defaults to Active filter when opened
• Message threading — inbox messages now display their relationships correctly

Dashboard

• Fixed subscription stats displaying incorrect counts on the dashboard

Documents

• New merge fields for supplements, allergies, and active problems tables — these can now be embedded in letter templates
• Fixed document link rendering when merge fields are used
• Corrected several merge field quality issues found during audit
• Fixed font dropdown focus trap in the document editor

Supplements

• You can now record a stop reason when discontinuing a supplement
• Added an ingredients freetext field for supplement details
• Fixed template permissions so supplement templates are accessible to the correct roles

Consultations

• Fixed blood pressure and heart rhythm values not displaying in draft consultations
• Fixed patient merge failing when finalized consultations exist

Scheduling

• New Edit Schedule action on sessions — reschedule directly from the session view
• Session audit log now tracks which user made changes
• Added filters to the sessions table for easier searching
• Improved session modal scroll behaviour

Billing & Pricing

• Tag pricing ranges — appointment types now display the price range when tag-based overrides are configured
• Refreshed pricing UI with a tiles layout for payment and price overrides
• Group booking label updated for clarity

General

• Added pagination to all previously unpaginated tables across the app
• Improved What's Next actions display
• Questionnaire modal scroll fixes

Questionnaires

• Questionnaire preview now opens in a modal instead of a side sheet, giving more room to review before sending
• Survey runner refactored to page-based rendering — questionnaires with multiple pages now display correctly instead of one question at a time
• Scoring for PHQ-9, GAD-7 and PROMIS questionnaires is now driven by configuration rather than hardcoded logic, making it easier to add scored questionnaires in future
• Expression-based calculated questions now respect audience visibility settings
• Stripped empty "Manage your appointment" link from reminder emails when no link is available

Consultation Templates

• Template builder now opens in a full-screen view for more editing space
• Clinical findings can now be linked to draft consultations and are automatically finalised when the consultation is saved
• Draft clinical findings are excluded from the care history timeline until the consultation is finalised
• Added deterministic narrative rendering for clinical findings

Documents

• New merge field: {{clinician.qualifications}} is now available in letter templates to include the signing clinician's qualifications

Inbox

• Added bulk action bar for managing multiple episodes at once
• Date separators between messages for easier scanning
• Delivery indicators show message status
• Appointment titles are now clickable to navigate to the appointment
• Improved unread/unseen episode indicators

Billing

• Fixed a crash when using tag-based pricing on appointment types — the price ID was incorrectly loaded as a product ID
• Subscription banner now displays correctly for practices on trial plans

Recall Rules

• Recall rules settings page refactored to a table layout with a sidebar editor for a clearer overview

Pathways

• Added consultation and recall pathways with configurable triggers
• Booking source labels simplified to plain English
• Pathway switches now have clearer on/off labelling

Patient Portal

• Patient Portal settings split into Access and Clinical Record tabs
• Patient mobile app: branded login screen, email authentication and UX polish

Settings

• Clinicians and Reception staff can now view settings pages (appointment types, locations, templates, recall rules) in read-only mode without needing full management permissions

Security

• Fixed inactivity lock bypass on hard refresh
• Tightened anonymous access policies on appointments, patient push tokens and organisation data
• Hardened search path on security-critical database functions
• Revoked public execute on sign-up RPC

Consultations

• Fixed a small flash where a new consultation would briefly render as empty before loading your draft
• Draft discard now behaves consistently without the momentary reset
• Fixed a case where the consulting room section could show a full-width error card on first visit after a hard refresh

Security & Session

• Fixed a case where the automatic inactivity lock could be bypassed by hard-refreshing the page

Billing

• Fixed TDL search not appearing in the full-screen Create Invoice action so you can add lab line items again

Patient Portal (mobile)

• Cleaned up a number of stray-text warnings in the patient mobile app that could show up in certain layouts

Platform Admin

• Platform Admin → Org Members now correctly switches organisation context so the members list always matches the org you selected

Patient Merging

• Fixed an issue where merging two patients could fail with a database error when one of the patients had records imported from the previous system
• Merges now complete cleanly and move all linked contacts and GP registrations across to the target patient
• Errors during a merge are now reported to our monitoring tools so we can catch any future regressions early

Prescriptions

• Prescription details (directions and quantity) are now shown inline in consultation cards, so you can see dosage instructions without needing to click View
• Each medicine in a prescription now appears on its own line for clarity
• Consultation PDF exports also include these details

Medications

• Fixed an issue where some imported medications appeared as "Unknown medication" in the active medications list
• These were empty records from the previous system with no drug name — they have been removed from the active view

Documents & Letters

• Fixed: Header merge fields (practice name, address, phone, email) now resolve correctly when editing saved documents — previously they showed raw {{practice_name}} syntax
• Fixed: Editing a document now returns you to the documents tab with the document re-selected, instead of navigating to the dashboard
• Fixed: Re-saving an edited document no longer strips the template association
• Document preview modal now shows a loading spinner until merge fields are resolved, eliminating the flash of unresolved placeholders
• Clinician signature images are now embedded as base64 in documents, so they no longer expire after 1 hour
• Added send-to-patient and send-to-HCP actions for prescriptions with optional e-signature on PDF

Activity Timeline & Communications

• Redesigned patient activity timeline with improved visual spine, semantic groupings, and humanised titles
• Split activity into upcoming and past sections for better clinical context
• New communications feed view with Feed/Table toggle and structured log layout
• Added scroll date pill indicator that follows as you scroll through communications

Prescribing

• Fixed: Repeat medication display now correctly saves authorised issues and shows prescription type badge
• Added off-formulary prescribing support through the SignatureRx prescription path
• Refactored custom medications tab with detail sidebar and simplified single name field
• Fixed: Off-formulary toggle now updates medication popover without requiring a hard refresh

Supplements

• Added supplement printing and consultation integration
• Added supplement action to clinical sidebar when supplements app is enabled
• Added download and share buttons to supplements sidebar and tab
• Supplement purchase links now available as document merge fields (rendered as hyperlinks)
• Added audit trail to supplements sidebar
• Fixed: Supplement preview in draft consultation card

Questionnaires

• Added signature pad question type support for Mosaic questionnaires
• Added total scoring to imported questionnaires
• Added questionnaire template audit trail
• Fixed: Questionnaire builder content hidden behind footer
• Fixed: Questionnaire description text overflow in picker dialog

Calendar & Appointments

• Added calendar privacy mode to anonymise patient names in diary view
• Unpaid invoice badges now shown on diary appointment blocks
• Fixed: Booking-invoice linking race condition and missing appointment_id
• Fixed: Broken appointment loading with calendar performance optimisation

Clinician Management

• Added clinician tags system with stepped modals and tags management tab
• Improved tag input UI with combobox and inline tag creation
• Fixed: Stepped modal closing prematurely on non-final steps

Tasks & Filing

• Fixed: Filing task list not updating after edits, with enriched task cards

Bug Fixes

• Lock screen fix: resolved an issue where the inactivity lock screen could trigger incorrectly on tab return, even within the timeout window
• Fix create document action not returning to consultation after completion

Supplements

• Support multiple purchase links on supplement templates

Appointments

• Added 7-day appointment reminder cadence option

Tasks

• Filing task cards are now clickable to open the task detail sidebar

UI

• Integrated style guide date picker for improved date selection consistency

Online Booking

• Booking failure recovery: patients who experience a payment failure can now self-service rebook or request a refund via a recovery link, with full audit trail
• Financial integrity hardening: deduplication constraints, atomic slot holds, and refund records prevent double-charges and race conditions
• Active hold warning: QuickBookPopover now shows a warning when a slot is being held by an online booking in progress
• Numerous migration and edge function fixes to support the new recovery flow

Calendar

• Improved calendar grid visibility with better contrast and styling
• Silent logging for schedule load and error toasts for load failures

Documents & Merge Fields

• Preserve empty merge field atoms so the MissingFieldsModal can prompt for them
• Improved merge field resolution for last consultation note
• Render HTML email templates in preview sheet using iframe

Consultations

• Fix fetch for last note field in ConsultationPicker

Supplements

• Improved supplement search UI and fixed search bugs

Prescriptions

• Enable PDF preview for Semble-imported prescriptions

Invoicing

• Add TDL catalogue search to invoice creation ProductSearch

Patient Portal

• Speed up patient portal login: parallelised queries, consolidated phone lookups, added session token index
• Fix booking failure email: pass correct content to Resend

Platform & Infrastructure

• Relaxed cron schedules to reduce production CPU usage
• Fix lock screen triggering prematurely on tab switch
• Add Ctrl+1..6 keyboard shortcuts for module navigation
• Fix return-to-origin navigation in 4 full-screen action pages
• Route AI code review through Azure OpenAI for EU data residency
• Fix AI bug investigation callbacks always routing to staging
• Fix Docman sync errors: undefined query data and missing UpdatedSince param
• Platform dashboard sign-in chart, UI fixes, recalls, and polish
• Preseed location, clinician, and availability during org creation
• Add questionnaires to Semble migration dashboard

Prescribing

• The Issue Prescription action is now always visible in the clinical sidebar, even when Signature Rx is not connected — opens the PDF print prescription flow by default