Two-Factor Security, Session Timeouts and Clinic Workflow Updates
Security & Accounts
Require 2FA for Everyone Advanced Settings › Security can now require two-factor authentication for every user, optionally from a deadline, and users are guided through setting it up on web and mobile. Turning it on or off, or moving the deadline, logs out every other user so the rule applies straight away.
Force a Password Update An owner can require every user except the owner to set a new password at their next login.
Turn Off a User's 2FA Users with the Edit Users permission can turn off 2FA for someone who has lost their authenticator. That user is logged out everywhere and notified by email, and if the clinic requires 2FA they set it up again at their next login. It cannot be done for the owner, for owners-group users (unless you are in an owners group), or for your own account.
Lock a Permission Group to IP Addresses A group can list up to 20 allowed IP addresses, and its users can only log in and work from one of them. A My current IP button adds the address you are on. Editing the group logs its users out, and the owners group cannot be locked.
Login from Outside the Clinic's Country A login from another country now pauses until a 6-digit code sent by email is entered, on every web and mobile login screen. The email shows where and on which device the login was tried, the code expires after 10 minutes, and every attempt is recorded in the user's security log. Users with authenticator 2FA are not asked.
Idle Session Timeouts Advanced Settings sets how long a session can stay idle, with a separate, longer timeout for Remember me (checked by default on mobile). A minute before the time is up, an Are you still there? box counts down; after it the app locks over a blurred screen. Signing back in as the same user returns you exactly where you were, unsaved form included, while a different user gets a fresh app and never sees the previous screen. Saving new timeouts logs out every other user, so everyone moves to the new rule.
Permissions
Notes Permissions Notes have their own permissions (view, view own, add, edit, delete, created date and logs), separate from operations.
Change Taxes A new permission controls who can change tax rates or turn tax on or off for a line, and Advanced Settings can lock taxes for everyone. It applies to invoices, quotations, operations added to invoices and diagnostic fees.
Inventory Order Date A new permission lets a user set an order's date. Future dates are refused.
Dashboard Days Back and Forward For groups limited to one day in the dashboard, Advanced Settings sets how many days before and after today they can open, in the clinic's time zone. The date arrows and picker stop at the limit.
New permissions, including Bulk Assign Conversations, are not given to any group by default. Owners have them automatically.
Patients & Leads
Required Fields for Pending Patients and the QR Form Separate required-field lists for pending patients added by staff and for what patients fill in on the QR form. Left empty, they use the normal patient required fields.
Checked When a Patient Gets an ID Whether the ID is given by hand or through a new operation, payment, diagnostic fee or check-in, a patient missing a required field now shows an error.
Required Lead Fields Back in Advanced Settings, for leads added by staff. Lead links keep their own fields.
Due Date Filter, sort and export patients by due date.
Patient Access from Appointments A new checkbox also gives the appointment's assistants access to the patient. Without it, only the doctor is given access.
Appointments & Calendar
A Doctor's Assistants A doctor's profile can list their assistants. Choosing that doctor in an appointment, on web or mobile, adds those assistants and removes the previous doctor's, while assistants added by hand stay.
Appointment Type Durations An appointment type can set its length, optionally locked, across web, mobile, the slot pickers, dragging on the calendar and WhatsApp booking.
Clinic-Wide Breaks Breaks such as prayer times have their own Advanced Settings tab, on top of branch breaks, and apply on web, mobile and WhatsApp booking, including breaks that pass midnight. Branch and user breaks can now be set to the minute.
Feedback Styles Choose how patients answer feedback. Answered questions stay on screen with their rating and a progress indicator.
Prints & Prescriptions
Signature and Stamp Upload a signature and a stamp for printed forms, Saudi invoices and the new quotation, and set where they sit and how big they are.
Prescriptions Add a diagnosis, advice and a follow-up date (with booking), with quick add for note phrases. All three are printed and shown in the QR view, and a clinic can require a diagnosis.
Patient Age on Prints Prints show the patient's age on the document's date instead of the date of birth.
Inventory, Procedures & Counters
Shared Storages A storage can be opened to its branch's users, who can see it and its stock, while editing and merging stay with its owner.
Procedure Counters A procedure can require a counter. Completing the operation or any of its steps asks for the counter and pulses, which are saved on the step and added to the counter. A step that already has them is not asked again.
Backdated Purchases A backdated purchase dates its price adjustment with it.
X-rays
Add X-rays from the Mobile App Add new x-rays and edit existing ones straight from the mobile app. On the web, several x-ray slots can now be filled at once.
WhatsApp & Notifications
Bulk Assign Conversations Assign every conversation that matches the chat filters to one user at once, from the web filters window. Feedbacks, notifications and, optionally, leads follow.
Browser Notifications Everything sent to staff phones now also plays a sound and shows a browser notification, with a link to what it is about. Each user can turn it off.
Clearer Appointment Alerts Appointment alerts are split into new, edited and status changes.
Dashboard
Dashboard Date Range The dashboard summary on web and mobile can cover up to a month. The figures, their links, the payments breakdown and birthdays all follow the range, the arrows move by its length, and it still opens on today.
Excel Downloads
Grouped Downloads Any table with group-by options can be downloaded to Excel grouped by one of them, and expenses by supplier, lab or user. Each group gets its own colour, heading and totals row, with a grand total when there is more than one group.
Invoices in Three Sheets Invoices download as three sheets (invoices, operations, and invoices with their operations), with the invoice number, total excluding tax, remaining and balance columns, and the insurance company where there is one.
Column Presets The preset picker is full width and searchable.
Moving Your Data to Dentolize
Notes from Excel When we import your data, patient notes can now come from an Excel sheet, matched to the right patient and staff member, and each note appears on the patient timeline.
Watch the update videoYouTube
