October 13, 2026

AI Assistant, Patient List & Clinic Data Upgrades

This release introduces an AI assistant in the Head office and pharmacist portals and brings the new Patient List and walk-in experience to the Pharmacy Portal. It also adds richer clinic and consultation data for Head office users

New features
Improvements
Bug Fix

What’s new

  • Head office users can now access an AI assistant within the manager portal to help them navigate and use the platform.
  • Head office users can now filter patient data by completed clinics and download the data for a specific clinic as a CSV.
  • Head office users can now set a clinic category to free text, so patients can type their own answer when the options aren’t known in advance.
  • Head office users can now capture the patient’s GP name and PPS number on the pre-screen and include them in the consultation data download, where this has been enabled.
  • Head office users can now see the selected clinic categories and clinical notes as columns when downloading consultation data.
  • Head office users can now see the patient’s health service number next to their name in the consultation data download.
  • Staff can now access an AI assistant within the pharmacist portal to help them navigate and use the platform.
  • Staff can now access the Patient List and the new walk-in and schedule appointment experience in the Pharmacy Portal, with updated designs.
  • Staff can now find the booking menu organised by self-service and pharmacist-led, with a “Start pre-screen immediately” option on the New Appointment page.
  • Staff can now add and view comments on a patient from the clinic preview page.
  • Staff can now see the patient’s legal guardian and the pre-screen signature time on the consultation page.
  • Staff can now see at a glance on the clinic preview how many medications each patient has listed.
  • Staff can now choose to text a patient their appointment confirmation and reminder when booking them in themselves.
  • Staff contact support requests are now sent to their own group’s support inbox.

Improvements

  • Head office users can now preview each attendee’s clinic category answers in the clinic patient data download.
  • Appointment texts can now be sent through a group’s own SMS provider account, where this has been enabled.
  • Staff are now warned before leaving the appointment edit screen without entering the patient’s details.
  • The clinic preview advisory count now matches the advisories shown on the patient’s pre-screen.
  • Staff now only see headings and advisories from the pre-screen questions the patient actually answered.
  • The patient’s PPS number is now printed on the paper consultation form, where this has been enabled.
  • The clinic booking confirmation email text has been updated.
  • Patients under 16 must now enter their parent or legal guardian’s full name before signing the pre-screen.
  • When a patient replies to a booking email, their reply now goes to their pharmacy rather than a no-reply address.

Bug fixes

We’ve also resolved a number of reported issues in this release.‍

Checkout our documentation