May 2026 – Product Updates
A roundup of the customer-facing updates that went live across the Staff Portal, Patient App and Patient Web Portal in May.
5 May 2026: 📝 Appointments – Draft Appointments
You can now create draft appointments, setting one up without finalising it. Covered in the upcoming appointments guide.
What's New ✨
📝 Save as Draft
- Create an appointment in a draft state
- Finalise it once details are confirmed
How It Helps 💡
⏱️ Plan Ahead
Pencil in appointments before everything is locked in.
✅ Fewer Mistakes
Confirm details before the appointment goes live.
5 May 2026: 🚫 Calendar – Create an Unavailability Block from Calendar Screens
Team Members can now create an Unavailability block directly from the calendar screens.
What's New ✨
- Add an Unavailability block without leaving the calendar
How It Helps 💡
⏱️ Faster Than Before
Block out time right where you're looking at your schedule.
7 May 2026: 🧩 Patient Groups – Segments
Introducing Segments – a way to sub-group patients within a Patient Group for more granular organisation and reporting. A full guide to Segments will follow.
What's New ✨
🧩 Sub-Group Within a Patient Group
- Create Segments inside a Patient Group
- Use them to organise and report on sub-cohorts
How It Helps 💡
📊 Finer Reporting
Break a Patient Group down into meaningful sub-cohorts.
🎯 More Structure
Organise larger groups without creating separate Patient Groups.
13 May 2026: 📅 Appointments – Backdated Appointments
You can now create backdated appointments, recording sessions that took place in the past. Covered in the upcoming appointments guide.
What's New ✨
📅 Record Past Sessions
- Create an appointment with a date in the past
How It Helps 💡
✅ Accurate Records
Capture sessions that happened outside the platform so your history is complete.
19 May 2026: 🆔 Patients – Identifier Auto-Generation
Patient Identifiers can now be generated automatically when a patient is created. A short guide on Identifiers will follow.
What's New ✨
🆔 Automatic Identifiers
- New patients receive an auto-generated Identifier
- An Organisation-level prefix can be applied
How It Helps 💡
⏱️ Less Manual Entry
Identifiers are created for you, every time.
🎯 Consistent Format
Auto-generation keeps Identifiers uniform across the Organisation.
21 May 2026: 🔄 Patient Groups – Mobile App Config Applies to All Patients
When you change a Patient Group's Mobile App Config, the update now applies to every patient in that group.
What's New ✨
- Changing a group's Mobile App Config now updates all patients in the group
How It Helps 💡
✅ Consistent Experience
Everyone in a group gets the same app configuration without manual updates.
25 May 2026: 🧠 Case Notes – AI Summary
Case Notes can now be summarised with AI, giving clinicians a quick synopsis. Available per clinic on request. Part of Wellifiy's AI tools, with a full guide to follow.
What's New ✨
🧠 Summarise a Case Note
- Generate an AI summary of a Case Note
- Enabled per clinic via a feature flag
How It Helps 💡
⏱️ Faster Review
Get the gist of a note without reading every line.
⚙️ Opt-In
Available to clinics that ask to switch it on.
26 May 2026: 🧠 Appointments – AI Summary of Patient Appointments
Wellifiy can now generate an AI summary across a patient's appointments. Part of Wellifiy's AI tools, with a full guide to follow.
What's New ✨
🧠 Summarise Appointments
- Generate an AI overview of a patient's appointment history
How It Helps 💡
⏱️ Quick Context
See the shape of a patient's care at a glance.
💡 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.