August 2026 - Product Updates
A roundup of the customer-facing updates that went live across the Staff Portal, Patient App and Patient Web Portal in August.
4 Aug 2026: 🎯 Bookings – Booking Profile Settings and Booking Filters
You can now decide which clinician details patients use to narrow their provider search, and which details appear on the provider's profile.
What's New ✨
🎯 A New Booking Profile Settings Screen
- Find it under Administration → Booking Profile Settings; access requires the Administration permission
- Two tables, System Fields (Gender, Specialities, Profession, Days Available) and Custom Fields, each with a Booking Filter column and a Visible on Provider Profile column
- Use the row's ••• menu to Enable Booking Filter or Show on Profile; the two settings are independent
- Build your own filters by creating a Single Select or Multi Select Custom Field on the Clinician entity, for example Languages Spoken or Session Format
- A filter only appears to a patient when at least one provider in their Patient Group has a value recorded for it
How It Helps 💡
🔍 Patients Reach the Right Provider Sooner
Rather than scrolling a full provider list, patients filter by what matters to them and book with someone who fits.
🧩 Filters That Match Your Service
The system fields cover the common cases, and Custom Fields let you filter on anything else your Organisation records against clinicians.
Read the full guide: Configuring Provider Booking Profile Settings
4 Aug 2026: 🔖 Staff Portal – Bookmarkable Log In Screen
The Staff Portal log in screen can now be bookmarked, so Team Members can save it and return straight to it.
How It Helps 💡
⏱️ One Less Step Each Morning
Team Members open a bookmark rather than navigating to the log in page each time.
7 Aug 2026: 🌙 Content – Introducing Sleep Scapes
Sleep Scapes are a new set of content in the Wellifiy Content Library, built to help patients wind down and sleep. They combine natural soundscapes with relaxing instrumental ambient music.
What's New ✨
- Five tracks are available now, with more being released over time
- Add them to a Patient Group to share them with everyone in it; we'd suggest the Sleep section, though the location is up to you
- Adding them to your Default Patient Group seeds them across every Patient Group at once
- Find them under Patient Management → Patient Groups → [group] → Content, select a location tab, then click + Modules and search for Sleep Scapes
How It Helps 💡
😴 Support Between Sessions
Sleep is one of the most common things patients raise, and this gives them something to use at the point they need it.
📣 Easy to Announce
Once the modules are in place, use a Post to let all your patients know Sleep Scapes are there to use.
7 Aug 2026: 📱 Content Modules – List View on Mobile
Mixed Content Modules can now be displayed as a list on mobile, alongside a set of mobile UI improvements.
How It Helps 💡
📖 Easier to Scan
Modules holding several items are quicker to read through on a phone screen.
8 Aug 2026: 📥 Reporting – Export History
Exports are now generated in the background and collected in one place. Export History is the log of every export your Organisation has run, and it's where completed files are downloaded from.
What's New ✨
🔁 How the Export Process Works Now
- A Team Member clicks Export on the screen they're exporting from
- The file is generated in the background, so there's no need to stay on the screen while it builds
- An email notification confirms the export is ready; the email is a notification only and carries no export data
- The Team Member opens Reporting → Export History and downloads the file from the relevant row
Access to Reporting is controlled by the Reporting permission on a Team Member's Role.
How It Helps 💡
⏱️ Keep Working While It Builds
Large exports no longer tie up the screen you started them from.
🔒 Data Stays Behind Your Login
Files are only ever downloaded from inside the Staff Portal, never sent by email.
Read the full guide: Downloading Exports from Export History
10 Aug 2026: 🔐 Patients – Access Log
The Access Log records which Team Members have viewed a patient's record, and how long they spent in it. It sits on the patient's record in the Staff Portal.
What's New ✨
⏱️ Duration, Not Just Access
- Each entry is an access session: when a Team Member opened the record, when they last interacted with it, and the total duration
- Sessions close after a period of inactivity, so a Team Member who steps away and comes back later produces two separate entries rather than one long one
- A short reading buffer is added to the end of each session, so time spent reading after the last click is counted
- Several patient records open at once are tracked separately, so concurrent sessions don't interfere with each other
- Logging runs in the background and doesn't slow the Staff Portal down
🔒 A New Permission
- Access to the log is gated by the Patient Access Log permission, set on a Team Member's Role under Administration → Roles and Permissions
The Access Log is enabled per Organisation. Contact support@wellifiy.com if you'd like it switched on, and we can set the inactivity and reading buffer values for you.
How It Helps 💡
📋 Answers for Audit and Privacy Requests
Access requests, privacy queries and investigations can be answered with per-Team Member durations rather than a bare record of who opened what.
👀 Visibility Over Access Patterns
Unusual patterns, such as a high volume of records viewed for unusually long periods, are visible rather than inferred.
11 Aug 2026: 🩺 Team Members – Manage Your Own Disciplines
Your Organisation now builds and manages its own list of Team Member Disciplines, so the options on Team Member profiles match the professions you employ and the wording your team uses.
What's New ✨
- Manage the list under Administration → Portal Settings → Team Member Disciplines, which requires the Administration permission
- Add a Discipline with + Add, or use the row's actions menu to Edit or Remove
- Each Team Member has one Discipline, selected on their Profile tab
- Disciplines already assigned to your Team Members have been carried across automatically, so nothing has been lost from existing profiles
How It Helps 💡
🧾 Better Case Note Filtering
A Team Member's Discipline shows in the Discipline column on Case Notes they author, and works as a filter across the Case Notes table, so you can narrow a patient's notes to one discipline.
✍️ Your Terminology, Not Ours
Wellifiy no longer ships a fixed list, so you record professions the way your team recognises them.
Read the full guide: Managing Team Member Disciplines
11 Aug 2026: 📤 Patient Export – Onboarding, Interactions and Last Active
The patient export now carries more of the detail teams were pulling together by hand.
What's New ✨
- The date a patient completed onboarding is included in the export
- Interactions and last active detail are included alongside it
How It Helps 💡
📊 Engagement Reporting in One Pull
Onboarding completion and recent activity come through in the same file, so engagement reporting doesn't need a second source.
11 Aug 2026: 🔌 System API – Payment Intent ID on Invoices
The System API invoices endpoint now returns the payment intent ID.
How It Helps 💡
🧾 Reconcile Against Your Payment Records
Invoice records can be matched to the corresponding payment without a manual lookup.
Full details in the API documentation.
12 Aug 2026: 🌐 Patient App – Multi-Language Support
Patients can now choose the language they see the Patient App in, selecting from the set of languages your Organisation has enabled.
What's New ✨
🌐 Five Languages Available
- English, Portuguese, Spanish, German and French, with right to left languages to follow
- A patient changes theirs from the side menu: My Settings → Language. The app updates straight away, and the choice applies to that patient's account only
- Available languages are configured by our team for your Organisation, so there's nothing to switch on in the Staff Portal. Language availability is tied to your plan and additional charges may apply
Text built into the app translates. Text stored in the back end, such as Content Module titles, provider bios, Forms and Assessments, stays in the language it was entered in.
How It Helps 💡
🗣️ Care in a Patient's Own Language
Patients navigate the app in the language they're most comfortable in, which matters most at the moments they're least likely to persevere with an unfamiliar one.
Read the full guide: Multi-Language Support in the Patient App
14 Aug 2026: 📊 Appointment Exports – Patient Group Custom Fields
Appointment exports now include the Custom Fields configured on Patient Groups.
How It Helps 💡
🎯 Report on Your Own Dimensions
Appointment activity can be broken down by whatever you track at group level, such as employer, funding stream or region, straight from the export.
16 Aug 2026: 🧘 Content – Mindfulness for Work
Mindfulness for Work is a new module in the Wellifiy Content Library, with guided mindfulness practices people can do while they're at work.
How It Helps 💡
💼 Practices That Fit the Working Day
Short, guided practices designed for the desk and the workplace, so people don't have to wait until the end of the day to use them.
➕ Add It Where It Suits
Add the module to a Patient Group under Content, or to your Default Patient Group to seed it across every group at once.
18 Aug 2026: 🎥 Appointments – Video Call Link in Appointment Emails
When an Appointment has a video call on it, the link is now included in the appointment confirmation and reminder emails.
What's New ✨
- The video call link appears as its own line in the email, below Location
How It Helps 💡
🔗 Patients Join Without Hunting
The link is in the email patients already have open, which cuts the last-minute messages asking where to join.
20 Aug 2026: 📄 Documents – Patient Notifications and Web Portal Viewing
Two improvements to how patients receive documents you've shared with them.
What's New ✨
- Patients are notified when a document is shared to their profile, by push notification and email, under the Documents notification setting
- Patients can now view their documents in the Patient Web Portal, which previously was possible in the Patient App only
How It Helps 💡
👀 Documents Get Seen
Patients know a document has arrived instead of finding it the next time they happen to open the app.
💻 The Same Experience on Both Surfaces
Patients who use the web portal have the same access to their documents as patients on mobile.
More on sharing documents: Managing & Sharing Documents
24 Aug 2026: ✉️ Patient Groups – System Email Content Customisation
You can now replace the subject line and body of the standard appointment emails Wellifiy sends your patients with your own wording, tone or language. Custom emails are set per Patient Group, so a group running in a different language, or an employer who wants their own wording, can differ from the rest of your Organisation.
What's New ✨
✉️ Four Appointment Emails You Can Customise
- Booking Confirmed, Appointment Reminder, Booking Rescheduled and Booking Cancelled
- Find the tab under Patient Groups → open the Patient Group → Email Customisation. Email Customisation is switched on per Organisation, so contact support@wellifiy.com if you can't see the tab
- Click + Add Template, choose the email, tick Enabled, then set your subject and content. A template that isn't enabled does nothing, so any email you leave alone keeps sending exactly as it does now
- Templates use that Wellifiy fills in with each patient's details, and the guide includes a copy-paste starting template for every email
- A template set on your Default Patient Group is used by any group that doesn't have its own enabled override, so you can set your wording once and have it apply everywhere
How It Helps 💡
🗣️ Emails in Your Own Words
The emails patients receive can carry your Organisation's tone, terminology and language rather than ours.
🌐 A Companion to Multi-Language Support
Platform emails stay in the language they were written in, so Organisations working in another language can now author their appointment emails to match.
Read the full guide, including the copy-paste templates: System Email Content Customisation. An override set up incorrectly will stop emails to that group from sending, so read the guide before adding or changing anything.
27 Aug 2026: 📌 Patient Groups – Snapshot
Every Patient Group now has a Snapshot: a short note in a highlighted panel at the top of the Patient Group Details tab, so anyone who opens the group sees it straight away.
What's New ✨
- Add or update it in the Edit Patient Group modal, using the Snapshot field
- Free text with no length limit, and it can be updated or cleared at any time
- Visible to Team Members only; patients never see it
How It Helps 💡
📌 Context Where It's Needed
Account notes, funding arrangements or temporary changes to a program sit on the group itself, so the next person to open it has the same picture you do.
Read the full guide: Setting Up a Patient Group
27 Aug 2026: 📊 Reporting – Access Log Report and Export
The Access Log now has an Organisation-wide view under Reporting, alongside the log on each patient's record.
What's New ✨
- An Access Log tab under Reporting, covering every patient across your Organisation, with one row per access session
- Each row carries the patient's name and Identifier, the Team Member's name, the session start and end timestamps, and the session duration
- Export the report to CSV; the file is generated in the background and downloaded from Reporting → Export History
- Access requires both the Reporting and Patient Access Log permissions
How It Helps 💡
🗂️ One Place for a Whole-Organisation View
Rather than opening records one at a time, compliance and privacy work starts from a single report covering every patient.
📤 Evidence You Can Hand Over
The export gives you a timestamped file to attach to an audit response or investigation.
31 Aug 2026: ✉️ Email Customisation – Account Emails Added
Email Customisation has been extended beyond the appointment emails to the emails patients receive around their account.
What's New ✨
- Verification code, temporary password, account activated and reset password emails can now be customised the same way, per Patient Group
- More emails are being added over time. The list on your Email Customisation tab is always the current one
How It Helps 💡
🚪 Your Wording from the First Email
The emails a patient receives before they've even logged in now carry your Organisation's tone and language, alongside the appointment emails they receive later.
💡 Want more detail? Search the Knowledge Hub for in-depth guides on any of the features above, or ask the AI support bot for a quick answer.