March 2026 – Product Updates
A roundup of the customer-facing updates that went live across the Staff Portal, Patient App and Patient Web Portal in March.
2 Mar 2026: 📱 Patient Web Portal – Booking Sub-Heading with Clinic Contact Details
The booking screen in the Patient Web Portal now shows a sub-heading with the Organisation's phone number and email.
What's New ✨
☎️ Contact Details on the Booking Screen
- The booking step now displays a sub-heading with your Organisation's phone number and email
- Patients can see how to reach you without leaving the booking flow
How It Helps 💡
🤝 Help Within Reach
If a patient gets stuck or has a question while booking, your contact details are right there, which can reduce abandoned bookings.
2 Mar 2026: 📅 Patient Web Portal – Clearer Date Format
Dates in the Patient Web Portal now display in a clearer written format (for example, 26 Feb 2026) rather than a numeric-only format.
What's New ✨
🗓️ Easier-to-Read Dates
- Dates now appear as 26 Feb 2026 rather than DD/MM/YYYY
- Applies across the Patient Web Portal
How It Helps 💡
✅ Less Ambiguity
A written month removes any confusion between day-first and month-first numeric formats, which is especially helpful across regions.
3 Mar 2026: 🔓 Patient Onboarding – Unverified Patients Can Re-Verify
Patients who didn't complete verification can now re-verify and finish signing up, rather than getting stuck.
What's New ✨
🔁 Resume an Incomplete Signup
- Unverified patients can request verification again
- They can then complete the remaining signup steps
How It Helps 💡
🙌 Fewer Patients Left Behind
Patients who dropped off partway through verification no longer hit a dead end, which means fewer support requests and fewer abandoned registrations.
⚙️ Less Manual Cleanup
Your team spends less time chasing or manually fixing accounts that were stuck mid-verification.
4 Mar 2026: 🧾 Billing & Export – Export Codes for Clinicians, Services & Groups
Export Codes can now be set on clinicians, Bookable Services, and Patient Groups, extending where they can be applied.
Export Codes let you tag records with the reference codes your finance or reporting systems expect.
What's New ✨
🏷️ Export Codes in More Places
- Add an Export Code to a clinician
- Add an Export Code to a Bookable Service
- Add an Export Code to a Patient Group
How It Helps 💡
📊 Cleaner Exports for Finance
Tagging more record types with Export Codes means your exports line up with the codes your accounting or billing systems use.
🎯 More Granular Reporting
Codes on clinicians, services and groups let you break down activity the way your Organisation reports on it.
9 Mar 2026: 🔌 API – Content Module Endpoint
A new API endpoint returns an individual Content Module resource by ID.
What's New ✨
🔌 New Endpoint
- Retrieve a specific Content Module resource via the API
- Useful for Organisations building their own integrations on top of Wellifiy
How It Helps 💡
⚙️ More Integration Options
Teams working with the Wellifiy API can now pull a specific Content Module resource directly, supporting custom patient-facing experiences.
10 Mar 2026: 🧩 Custom Fields – Now Available on Bookable Services
Custom Fields can now be configured on Bookable Services, alongside the existing support for patients, clinicians, Patient Groups and Appointments.
What's New ✨
🧩 Custom Fields on Services
- Add Custom Fields to a Bookable Service
- Configure them under Administration, the same way as other Custom Fields
How It Helps 💡
🎯 Capture Service-Specific Detail
Some details only make sense at the Service level. Custom Fields on Bookable Services let you record them without forcing them onto patients or Appointments.
📊 Richer Reporting
Service-level fields give you another dimension to report and filter on.
11 Mar 2026: 💬 Messaging – Service Team Channel
We've introduced the Service Team Channel — an operational messaging channel that sits separately from the clinical Care Team Channel.
What's New ✨
💬 A Separate Operational Channel
- The Service Team Channel handles operational and support conversations
- It's kept distinct from the Care Team Channel, which remains for clinical communication
How It Helps 💡
🔒 Clear Privacy Boundaries
Separating operational chat from clinical communication keeps the right people in the right conversations.
🧭 Less Clutter for Clinicians
Care Team Channels stay focused on care, while support and operational messages have their own home.
16 Mar 2026: 🔒 Roles & Permissions – New Permissions for Posts & the Assessments Tab
We've added new permissions covering Posts and the Assessments tab within the patient profile, and fixed a few permission behaviours along the way.
What's New ✨
🔒 More Granular Control
- New permission for Posts — hide and remove access when not selected
- New permission for the Assessments tab within the patient profile
- Fixes so Check-ins and Patient Journeys respond correctly to current permissions
How It Helps 💡
🎯 Show People Only What They Need
Organisations can tailor what each Role sees, keeping the Staff Portal focused on each Team Member's responsibilities.
✅ More Predictable Behaviour
The accompanying fixes mean permission settings apply consistently across Check-ins and Patient Journeys.
19 Mar 2026: 🔒 Roles & Permissions – Communication Tab Permission
A new permission controls access to the communication tab within the patient profile.
What's New ✨
🔒 Control Access to Communication
- New permission for the communication tab in the patient profile
- When not selected, the tab is hidden and access is removed
How It Helps 💡
🎯 Keep Messaging Appropriately Scoped
Organisations can decide which Roles can view patient communication, supporting privacy boundaries between care and support staff.
19 Mar 2026: 🌐 Clinic Settings – Timezone Now Mandatory
A timezone is now required for every clinic, removing a common cause of calendar and booking issues.
What's New ✨
🌐 Timezone Required
- Every Organisation must now have a timezone set
- This prevents configurations where a missing timezone caused scheduling problems
How It Helps 💡
✅ Fewer Calendar Surprises
A missing timezone was a known cause of calendar and booking errors. Making it mandatory removes that gap.
⏱️ Accurate Times Everywhere
With a timezone always set, appointment times display and sync correctly across the Staff Portal, Patient App and calendar integrations.
23 Mar 2026: 🎨 Staff Portal – Return to View After Saving an Edit
After saving changes on the My Profile or Team Member edit screens, you're now returned to the view screen.
What's New ✨
🔁 Saving Returns You to View
- Saving an edit on My Profile or a Team Member record now returns you to the view screen
- No need to navigate back manually
How It Helps 💡
✅ A More Natural Flow
Landing back on the view screen after saving confirms your change and matches what you'd expect to happen.
25 Mar 2026: 🌍 Assessments – Portuguese Language Versions
Portuguese-language versions of several assessments are now available.
What's New ✨
🌍 Assessments in Portuguese
- Portuguese (PT) versions of assessments are now live
- Patients in Portuguese-language deployments can complete assessments in their own language
How It Helps 💡
🤝 More Accessible for Patients
Offering assessments in Portuguese makes them easier to understand and complete, supporting more accurate responses.
27 Mar 2026: 🤖 Patient Web Portal – AI Agent (v1)
We've introduced the first version of an AI Agent in the Patient Web Portal.
What's New ✨
🤖 AI Assistance for Patients
- A first-version AI Agent is now available in the Patient Web Portal
- It can be enabled per Organisation
How It Helps 💡
💬 Support in the Moment
The AI Agent gives patients a way to get help and guidance directly within the portal.
⚙️ Organisation Control
Because it's configurable, Organisations choose whether to switch it on.
27 Mar 2026: ✉️ Emails – Post Subject Lines Include Clinic Name
Email notifications for new Posts now include the Organisation's name in the subject line.
What's New ✨
✉️ Clearer Subject Lines
- Post notification emails now include the clinic/site name in the subject
- Patients can see at a glance which Organisation a Post is from
How It Helps 💡
✅ Recognisable in the Inbox
Including the Organisation's name helps patients recognise and trust the email, which supports open rates.
💡 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.