v2.064 build 1915 (20.12.2025)

Release Notes

Version: 2.064
Build: 1915
Release date: 20.12.2025

1) Leads Panel Added to Touches (ALP-1222)

A new Leads panel was introduced to improve lead monitoring, qualification, and follow-up workflows.

Navigation:
Touches > Leads

The Leads panel contains two main sections:

a) Statistics

Optimized analytics with cached data.

• Update frequency: once every 10 minutes

• Columns:

  • Today

  • Yesterday

  • This Month

  • Last Month

• Rows:

  • Qualified Leads

  • Calls

  • WhatsApp

  • Requests (e.g. website forms)

This section provides a quick snapshot of lead performance and traffic sources.

b) Qualified Leads

A detailed list of qualified leads with advanced filtering and actions.

Filters available:

• Period

• Patient

• Touch Result

• Touch Type

• City

• Medium

• Source

• UTM Campaign

• Buttons: Refresh, Reset

Table Columns:

• Touch (clickable – opens the Touch record)

• Touch Type

• Touch Result

• Appointments (related info)

• Responsible

• Patient (clickable – opens Contact Card)

• UTM Campaign

• Source

• Medium

• City

• Patient Source

Actions per lead:

• WhatsApp – send approved WA templates

• Call – initiate a call

• Create Task – open task creation with patient prefilled

This panel centralizes lead handling and improves conversion workflows for reception and sales teams.

2) Custom Medical Document Tab Templates (ALP-1247)

A new mechanism allows customizing MedDoc tab structure per doctor.

a) MedDoc Tabs Templates Dictionary

Navigation:
Directories > MedDoc Tabs Templates

b) Template Creation

+Create Record requires:

• Title (mandatory)

• Responsible Admin (mandatory)

Template configuration:

• Define which MedDoc tabs and subsections are available

• Select all / Deselect all options

• For each Tab:

  • Show Tab toggle

• For each Subsection:

  • Show toggle

  • Required toggle

• Save / Cancel actions available
  

  

c) Assigning Templates to Doctors

• Open a template → go to Employees tab

• Add one or more doctors via +Add
  

  

d) Behavior Logic

• If no template is assigned to a doctor:

  • MedDoc tabs follow general MedDoc settings

• If a template is assigned:

  • MedDoc structure follows Show / Required rules from the template

This enables role-based MedDoc layouts and enforces documentation standards per specialty.

3) BMI Value Saving & Printing Fixed (ALP-1269)

• Bug:

  • BMI value entered in Examination tab was not saved after MedDoc save

  • BMI was missing in printed Medical Documents

• Fix:

  • BMI is now correctly saved and displayed

  • BMI value is included in printed MedDocs

This update introduces a powerful Leads management panel, flexible doctor-specific MedDoc templates, and fixes a critical clinical data persistence issue.