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Release Notes - 2ⁿᵈ of August 2026

We are excited to share the latest enhancements deployed to Invent Medical! This update introduces smarter appointment scheduling, automated SMS confirmations, real-time team pings, more flexible patient files, and refined user privacy controls.

📅 Smarter Appointments & Scheduling​

  • Automatic Appointment Duration:
    • Appointment lengths now calculate automatically based on the selected procedures.
    • Individual Appointments: Automatically totals the duration of all assigned procedures.
    • Group Sessions: Sums distinct procedures once, so adding multiple patients won't inflate the schedule length.
    • Adjusting procedures automatically updates the end time, or calculates the start time backward if only the finish time is set.
  • Duration Lock:
    • Need to override standard timing? Use the new Lock feature next to the appointment time to manually set a fixed duration that won't change when adding or removing procedures.
    • Templates can also be pre-locked so every appointment made from them uses your custom duration.
  • Default Appointment Templates:
    • You can now choose default templates for both single and group appointments in your settings.
    • The default template will be automatically pre-selected whenever you create a new booking, saving you extra clicks.

📱 Automated SMS & Messaging Enhancements​

  • Automated Appointment Confirmations:
    • Patients can now automatically receive SMS confirmation messages shortly after booking or when their appointment status changes.
    • Messages adjust in real time: rescheduling an appointment automatically updates the pending message, while deleting a booking cancels it automatically.
  • Company Short Names:
    • You can now set a short, friendly name for your facility alongside your legal name, available across multiple languages.
    • Use the short name in SMS notifications to keep your automated text messages clear and concise.

🛎️ Real-Time Team Pings​

  • Instant Sidebar Alerts: Re-introducing custom team notification buttons right in your sidebar (such as "Doctor Needed", "Room Ready", or "Next Patient").
  • Live Updates for Everyone: Clicking a ping lights it up instantly for your entire team in real time. Hovering over an active ping reveals who sent the message and details.
  • Personalized Dock Layout:
    • Every user can customize their own sidebar dock—pinning, hiding, or reordering up to 5 pings without changing how other team members view their screen.
    • Any extra pings move into a neat drop-down menu showing active counts.

🔐 Flexible Logins & Privacy Controls​

  • Login with Username:
    • Users can now log in using a unique username instead of their email address. Once enabled by an administrator, users can log in using whichever option they prefer.
  • Tailored Record Access:
    • Practice managers can now customize visibility for individual staff roles across specific areas—including Procedures, Prescriptions, Encounters, Forms, and Lab Orders. For example, staff can be given access to view patient encounters while restricting prescription details.
  • Financial Details Protection:
    • Added a permission setting that hides procedure pricing and billing details on selection screens, allowing healthcare providers to focus on clinical care without displaying financial data.

👤 Enhanced Patient Files​

  • Custom External Reference Fields:
    • Track custom patient information effortlessly with up to four customizable identifier fields (such as "Old File No." or regional IDs).
    • Administrators can enable and label these fields so they appear directly on patient panels and intake forms.

🔧 General Improvements & Fixes​

  • Patient Addresses: Resolved an issue to ensure address details save consistently every time.
  • Smoother Navigation: Fixed permission checks across clinical views—including lab results, flowsheets, insurance spans, and diagnosis charts—ensuring staff with appropriate access enjoy uninterrupted navigation.