Release notes
What’s new
New features and improvements in Simplified Practice, updated every week. Newest first.
October 29, 2026
New features
- Lead Forms: Build simple forms in the new Forms menu and embed them on your website. New leads arrive in Simplified Practice already tagged, and they can go straight into the pipeline stage you choose.
- Pipeline funnel report: See how leads move from first contact to enrollment for any date range, in either an Actual stages view or a Progress view.
- Patient tasks in the chart: The patient tasks (lightning bolt) button now works right inside the chart.
- Smarter campaigns: “Stop when the client books” can now be limited to the visit reasons you choose.
Improvements
- Activity, Alerts and Tasks lists now show the newest items first.
- Business Insights charts now include every month, return full quarters and count multi-quantity sales correctly.
- The gift card window shows unused cards first and offers only cards that still have a balance.
- Campaign launch messages now explain clearly what needs fixing.
- Transactions now show quantities, like “x2”.
- Payments, invoices, the client ledger and email templates all load faster.
- Replies to Journey texts now show up in your inbox.
- A new hsCRP lab result code is available for ZRT results.
Polish
- Automation emails show your clinic name.
- Email templates save more reliably, and inline images display in the inbox.
- Fax times show in your time zone.
