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February 2026 – Product Updates

A roundup of the customer-facing updates that went live across the Staff Portal, Patient App and Patient Web Portal in February.

3 Feb 2026: 👥 Team Member Import – Custom Fields & Download Template

Team Member Import now supports Custom Fields, with a new Download Template button to make preparing your spreadsheet faster and more accurate.

What's New ✨

📋 Import With Custom Fields

  • Include Custom Fields as columns in the Team Member import file
  • Columns map automatically when the header matches the Custom Field name
  • Use the Download Template button for a ready-made, correctly structured file

How It Helps 💡

⏱️ Faster Bulk Setup

Bring Team Members and their Custom Field data across in one upload.

✅ Fewer Import Errors

Starting from the template keeps the file structured the way the importer expects.

4 Feb 2026: 👤 Patient Import – Custom Fields & Download Template

Patient Import now supports Custom Fields, with a new Download Template button to speed up spreadsheet preparation.

What's New ✨

📋 Import With Custom Fields

  • Include Custom Fields as columns in the Patient import file
  • Columns map automatically when the header matches the Custom Field name
  • Use the Download Template button for a ready-made structure

How It Helps 💡

⏱️ Faster Onboarding at Scale

Bulk import patients and their Custom Field values in one go.

✅ Fewer Import Errors

The template keeps the file aligned to what the importer expects.

6 Feb 2026: 💬 Messaging – Choose Who's Added to Auto-Activated Direct Channels

When a patient's direct message channel is auto-activated, the Allocation Team Member is no longer added by default. Organisations now choose which Team Members are auto-added, with a safeguard that at least one is always included.

What's New ✨

👥 Nominate Team Members

  • Select which Team Members are auto-added to a patient's direct message channel
  • The Allocation Team Member is no longer added automatically
  • A safeguard ensures at least one Team Member is always included

How It Helps 💡

🔒 More Control Over Access

Decide exactly who joins a patient's direct channel.

✅ Sensible Safeguards

There's always at least one Team Member on the channel.

9 Feb 2026: 🕒 Timezone – Team Member Appointment Emails

Appointment-related emails sent to Team Members now show times in the Team Member's own timezone rather than the Organisation's, which matters most for teams working across regions.

What's New ✨

📧 Emails Use the Team Member's Timezone

  • Appointment emails display times in the Team Member's selected timezone
  • Applies to booking confirmations, updates, cancellations and reminders
  • No setup needed, since timezone is already set when activating a calendar

How It Helps 💡

🌏 Clearer Across Regions

Team Members read appointment times in their own timezone, reducing confusion.

11 Feb 2026: 🌏 Timezone – Patient Timezone Field & Appointment Emails

We've added a Patient Timezone system field and updated patient appointment email notifications to use it, so emailed times reflect the patient's timezone. This applies to email notifications; times in the Patient App and Patient Web Portal continue to behave as before.

What's New ✨

🧾 New Patient Timezone Field

  • A Timezone field is now on every patient profile
  • Defaults to the Organisation timezone and can be changed
  • Patient appointment emails use this timezone

How It Helps 💡

🌏 Clearer for Patients Across Regions

Emailed appointment times match the patient's own timezone.

12 Feb 2026: 📥 Patient Group Import – Custom Fields & Download Template

Patient Group Import now supports Custom Fields, with a new Download Template button to make creating or migrating groups at scale faster and more accurate.

What's New ✨

📋 Import Groups With Custom Fields

  • Include Patient Group Custom Fields as columns in the import file
  • Place Custom Field columns after the standard fixed columns
  • Use the Download Template button for the correct structure

How It Helps 💡

⏱️ Set Up Groups at Scale

Create or migrate multiple Patient Groups in one upload.

✅ Structured, Validated Data

The template keeps your import aligned to what the system expects.

25 Feb 2026: 📝 Forms – Date Question Type

Forms now support a dedicated Date question type, so you can collect specific dates as structured data.

What's New ✨

📅 New Date Question

  • Add a Date question to any Form
  • Patients and Team Members pick a date rather than typing it as free text

How It Helps 💡

🎯 Cleaner, Structured Data

Capturing dates as a proper field, rather than free text, keeps responses consistent and easier to read.

🔁 Usable Downstream

Structured dates are easier to reference in reporting and review than typed-in text.

25 Feb 2026: 📊 Assessments – SFQ Range Labels

The SFQ assessment now shows range labels against its response scale.

What's New ✨

🏷️ Labels on the Scale

  • The SFQ now displays descriptive labels at the ends of its rating scale
  • Patients see what the scale points mean as they respond

How It Helps 💡

✅ Clearer for Patients

Labelled ranges make it easier for patients to choose the response that fits, which supports more accurate results.

28 Feb 2026: 👤 Patient Profile – Overview Snapshot

Each patient profile now includes a styled Overview section that surfaces a snapshot of key details.

What's New ✨

🪚 Snapshot at the Top of the Profile

  • A new Overview section presents key patient details in one place
  • It sits within the patient profile for quick reference

How It Helps 💡

⏱️ Faster Context

Clinicians get an immediate read on who they're working with when they open a profile, without hunting through tabs.

🎯 Consistent View

Everyone on the Care Team sees the same snapshot, so the important details are surfaced the same way each time.

💡 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.