What's New in Ubik

This page is the customer-readable update record for Ubik. It focuses on changes that affect how clinics work: new workflows, clearer screens, reliability fixes, reporting improvements, and any action the team may need to take.

Use the role tags to scan quickly:

• Admin: account setup, configuration, billing, permissions, analytics, staff control.
• Reception: appointment flow, customer check-in, documents, payments, customer communication.
• Doctor: charting, diagnostics, forms, lab/surgery/hospitalization context.
• Technician: task flow, treatment, hospitalization, boarding, scanning, time-sensitive work.
• Inventory: stock, lots, transfers, purchasing, internal use, item history.
• Accounting: payments, refunds, expenses, payroll, taxes, reports.
• POS: point-of-sale, sale search, returns, thermal receipts, anonymous sales.
• Communications: WhatsApp, email, Message Center, reminders, public links.
• Owner: customer-facing receipts, waivers, QR links, messages, and public pages.

November 1, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS

New

• Inventory Dispenses and Services in Übik: What They Mean and When to Use Them explains billable, external and internal-use dispenses, planned items, rendered services and owner-supplied stay instructions with clinic examples.
• Compare stock and billing effects, then review quantities and packages, lots and locations, hospitalization, historical treatments and safe corrections. Both manuals link to the guide.

Choose clinical context and imaging inputs for AI review

Improved · Doctor · Technician

Lab AI now lets you include selected sections from the current appointment alongside the results. Previous-appointment selections and section choices stay selected across history pages. Review the input preview; private notes are included only when selected.

New · Doctor · Technician · Admin

In Imaging Study, use Evaluate to choose linked JPEG, PNG or WebP images and appointment context, or generate from text alone. Review and edit the findings, impression, recommendations and client summary before Apply draft. Each successful evaluation uses 2 AI usage units plus 4 units per submitted image; check the estimate before Generate. Failed or incomplete evaluations are not charged. Subscription configuration determines collection. Clinician review is required.

Fixed · Doctor · Technician · Reception · Owner

Non-empty imaging studies now appear automatically in printed and shared reports. Their linked images are grouped by study at the bottom of LabReceipt. The Include in client report checkbox and the separate overall imaging Evaluation field have been removed; existing saved text is preserved. Continue recording findings, impression and recommendations within each study.

Clearer recovery when a fiscal recipient is not linked

Fixed · Admin · Reception · Accounting

Ubik now avoids an intermittent FiscalAPI customer-setup failure caused by its generated password. If a customer profile is stuck on that earlier error, an authorized customer editor can open the customer’s CFDI profile, review it and save again. Wait for Synced, then use Retry CFDI and review the invoice preview. Missing recipient or issuer links now show the setup step to resolve. Keep the original sale items and payments; if synchronization still fails, send the error to support.

Tax-inclusive bills now send the before-tax concept values even when there is no discount, so IVA is not added to an already tax-inclusive price. The recovery preview uses precise invoice tax calculations. Compare the preview total with the paid bill before issuing; ask Accounting or support to review any already-issued invoice with a different total.

Reliable stay quantities and completed charts

Fixed · Doctor · Technician · Inventory · Reception

Instruction adherence and dispensed quantities now show up to four decimal places without long calculation tails. Quantity saves and stock calculations use the same four-decimal precision, including fractional doses. External items are labeled External dispense · no stock movement; internal use still deducts stock without charging the customer.

Appointments marked Done protect contagious status, symptoms, diagnosis and clinical notes, including surgery and supplemental notes. Completed hospitalization and boarding stays also protect admission/checkout dates, instructions, condition reports and dispensing/administration. If a clinical correction is needed, ask an authorized team member to review the existing appointment workflow first. Existing recorded stock and payment history are preserved.

October 31, 2026

Open the visit behind an inventory dispense

Improved · Inventory · Reception · Technician · POS

Inventory Edit → History now includes Go to on dispense cards and on dispense rows inside expanded stock postings. Open the linked visit in Edit, Reception or Technician, or open the linked Sale, using the same menu as appointment search. Destination pages open in a new tab; History opens the existing activity dialog. Your appointment permissions still apply.

Find and fix failed CFDI items

Improved · Accounting · Inventory · Reception · POS

Failed CFDIs now use Go to for related records and Manage for reissue or cancellation actions, with more room for the attempt count. When a sale item is missing required SAT codes or a FiscalAPI product link, Fix lists the affected products and services. Each link opens the item editor in a new tab. Complete the fiscal setup, save, wait for synchronization and refresh the table before retrying.

Recover CFDIs without deleting sale items

Fixed · Admin · Reception · Accounting · POS · Inventory

• Percentage and full discounts now reach CFDI concepts correctly. Verified free items retain their value and full discount on the invoice while keeping their sale quantity and stock history.
• Recover supported partial customer-credit payments when their original receipts can be traced safely. Review the fresh invoice preview before issuing.
• Use Abandon unissued request for confirmed unissued failures. SAT cancellation remains separate, and uncertain issuance requires review before another submission.
• Settled or fiscally covered sale items are protected from deletion. Correct the invoice without deleting dispenses or service records.

October 29, 2026

Tags: Admin, Reception, Doctor, Technician, Accounting, Inventory, POS, Owner

New

• Admin, Accounting, Inventory: Read the complete expense workflow guide, from Dashboard → Accounting → Add expense through document extraction, mobile capture, product-name tags, purchase units, taxes, stock receipt and supplier payments. Includes worked examples.

Fixed

• Reception, Admin: Appointment type/status and Follow-up selectors now search the translated text shown in your interface.

Improved

• Reception, Accounting, POS, Owner: Combined receipts now show how many appointments are included and the date range. Charges are grouped by visit with the pet, date, reference and subtotal, followed by one payments and remaining-balance summary. Invoice receipts keep clinical details with their visit; thermal receipts also group charges by visit.

• Reception, Accounting, POS, Owner: Single-appointment receipts now show charges before payments and end with the same charges, recorded payments and remaining-balance summary. Unpaid receipts say No payments recorded. The Receipt, Appointment reference and Generated on labels distinguish the document, visit reference and generation date; the appointment date remains separate.

• Admin, Reception: Customer country names and standard employee activity choices follow the interface language; custom activity names and saved data are preserved.

• Doctor, Technician: Ophthalmic reflex and laboratory method choices refresh their translations when the interface language changes.

October 28, 2026

Tags: Accounting, Reception, Admin, POS, Doctor, Technician, Communications, Owner

Fixed

• Accounting, POS: Supported promotion discounts now reduce invoice lines and taxes automatically when issuing a PUE CFDI, including eligible sales settled with customer credit. Original sale and payment records are preserved.

• Accounting, Reception: A saved request without confirmed processing now shows a red CFDI needs attention tag. Hover the tag to see the status, current blockers and any recorded error; queued and processing requests remain informational.

• Reception, Doctor, Technician, Communications, Owner: Clinical reports sent with Ubik's WhatsApp now include the complete PDF receipt link instead of a document-completion link containing sample text. This includes lab results, imaging, specialty reports and discharge certificates. Open the report and send a fresh link if an older message does not open the intended PDF.

Improved

• Owner, Reception: Online booking now requires a written Reason for visit for every offered appointment type. Describe the concern or requested service before continuing. The reason is saved in Private Notes for the clinic team; existing clinical history stays unchanged.

• Reception, Doctor, Technician: Open an appointment in Reception to find Private Notes above Payment / Checkout. Add or correct intake and handoff details, then choose Save changes. The field is editable through Serving with Reception or appointment-edit permission, and read-only afterward.

• Reception, Admin: Unsaved drafts survive appointment tab switches and live updates while Reception stays open. If another team member changes the notes, review the latest saved text before replacing your draft. Copy unsaved work before leaving or reloading the page; contact an admin if an eligible appointment remains read-only.

• Accounting, Reception, Admin: Authorized staff can use Retry CFDI for stalled or failed requests, confirm the fiscal profile and a fresh issue date, and review discounts, taxes, total and SAT payment form before issuing.

Action needed

• Accounting: Existing stalled requests need a retry after this update. If the discount allocation, credit origin or earlier provider result needs review, ask Accounting or support to reconcile it before requesting another invoice. Email delivery remains separate from issuance.

October 27, 2026

Tags: Accounting, Inventory, Admin

Fixed

• Accounting, Inventory: Supported invoice tables now keep product descriptions, quantities, supplier units and unit prices together when extraction previously produced partial or merged items. Wrapped names and repeated products are retained; compare the product count and quantity × unit price with the document.

Improved

• Accounting, Inventory: Clear imports can proceed directly to invoice details when row coverage, source confidence, arithmetic and all printed totals pass. Review extraction remains available. Missing totals, uncertain fields and handwritten quantity cleanup still require review; imports remain unsaved drafts.
• Accounting, Admin: If a tax column is unreliable or missing, explicitly leave tax unresolved while preparing drafts. Printed evidence is retained and no tax amount or rate is invented. Enter verified tax amounts before saving; use zero only when it is correct.

October 26, 2026

Tags: Accounting, Inventory, Admin, Reception, Communications, Doctor, Technician, POS

New

• Admin, Reception, Accounting: Open Employee Calendar > Manage schedules > Delete existing schedules to remove future work shifts in a reviewed batch. Choose dates and use Search to review saved shifts for all employees, or optionally filter by employee. Choose individual rows or all eligible rows and confirm the exact count. No employees or schedules are selected automatically.
• Admin, Reception, Accounting: Review shift bonuses and appointment counts before deleting. Started shifts, PTO, absences, saved-payroll links and shifts crossing the selected date boundaries are protected. Deleting work shifts may reduce appointment availability; appointments, recorded clock times and saved payroll records remain unchanged.
• Admin: Check deletion results after a lost response using the same confirmed selection. Private recovery copies and deletion history are retained; contact support for recovery. There is no self-service Undo in this version.

Improved

• Accounting, Inventory: Expense Details now groups invoice quantity, packages and unit price under Quantities, and supplier, reference, payment method and payment cards under Supplier. Every section header summarizes its current values. Purchase order keeps order links together, and existing fields remain available. Add or edit individual payment drafts, then save the expense to keep those changes.
• Accounting, Inventory: Enter Type, Description, Date, Subtotal and Status together on one row on larger screens, with consistent-height inputs, a wider description and right-aligned amounts in a compact card. A quieter second line summarizes supplier, product or employee, quantity × price, reference and adjustments. Narrow screens wrap the fields and context naturally. Open Details to edit those fields and review taxes, payment records, packages, purchase orders or source information in a right-side drawer; return to the rows without losing draft edits.
• Accounting, Inventory: Review quantity × invoice unit price differences beside the affected expense. Compare the entered subtotal with the expected amount, explicitly use the calculated subtotal or keep the entered values after review. Missing independent prices remain unchecked, and converted stock quantities are kept separate from invoice units.
• Accounting, Admin: Save all checks every draft before writing expenses, including expenses whose Details drawer is closed. Missing required data is flagged for the affected expense; amount corrections are never applied automatically.

Fixed

• Reception, Doctor, Technician, Inventory, POS: Product quantities and packages in Inventory Sale and POS Sale now retain up to four decimal places, such as 0.0012, through item setup and billing. Estimate quantity editing, quantity totals, the inline quantity calculator and thermal receipts preserve the same precision. Money still rounds to cents; previous sales are not automatically changed.

• Accounting, Inventory: Keep payment status current when expense Details is closed, retain recorded payments and stock-receipt safeguards when reopening a single expense, and show paid balances consistently. Quantity/package totals and fractional invoice prices remain visible.

• Admin, Reception: Referral intake now offers Laboratory and Virtual appointment types when the receiving clinic allows them. Types hidden in Account Settings stay excluded, and Sale remains unavailable in referral intake.

• Reception, Communications: With an appointment open in Reception, use the bottom-left chat button to open its existing topic chat or choose Start chat if no chat exists yet, just as in Technician. Not now leaves the topic uncreated. After starting a chat, the message input is ready for typing.

• Reception: The topic follows the selected appointment tab. Queue and list views have no appointment topic; a record editor opened inside Reception provides its own topic.

Action needed

• Admin: Staff who need bulk deletion must have Can bulk delete employee schedules in Calendar permissions, plus employee-calendar viewing access. Import permission alone does not grant bulk deletion; admins can use the tool directly.

October 25, 2026

Predictive replenishment for inventory locations

New · Admin · Inventory · Technician

• When inventory locations are enabled, open Purchase orders > Restock locations to review suggested moves from Main stock or another source into pharmacy cabinets, rooms or personal stock.
• Configure selected items and coverage targets in the location editor. Suggestions explain recorded usage, current stock, source reserves, limited history and uncovered need.
• Review the prepared Move > Locations quantities and source lots, physically move the stock, then record the transfer. Internal moves preserve the account-wide inventory total.
• Suggestions refresh nightly or with Refresh. They do not place supplier orders or move stock automatically. Inventory editing permission is required to configure and record moves.

October 24, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications

Improved

• Reception, Doctor, Technician, Inventory, Accounting, Communications: Open the bottom-left chat button while editing a saved customer, pet, appointment, supplier, employee, inventory item, inventory group, service, or diagnosis. Its existing topic chat opens automatically, including archived conversations. If there is no chat yet, a compact prompt offers Start chat or Not now; simply opening Message Center does not create a topic room.
• Admin, Reception, Doctor, Technician, Inventory, Accounting, Communications: Use the same chat opener across record editors, including nested pet editors. The separate record chat buttons have been removed. General, direct teammate chats, and group chats remain available inside Message Center. Sending a new message reactivates an archived topic.
• Doctor, Technician: In the Technician portal, the chat topic follows the appointment chart you have selected, including appointments opened from a direct link. Switch appointment tabs to change the topic; list views have no current appointment topic.

Fixed

• Reception, Doctor, Technician, Inventory, Communications: Typing a quick Staff Chat message and pressing Enter no longer starts a background product lookup. Message Center fields, multiline notes, and rich-text editors keep their normal typing behavior; use a product-search field or the scanning page for barcode input.
• Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications: Fixed a browser compatibility error that could prevent Help from opening or support requests from being sent. You can continue using New request and My requests without changing your support workflow.

October 23, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, Communications, Owner

Improved

• Reception, Doctor, Technician, Inventory: Removed outdated hospitalization and boarding notices that said dispense quantities would be calculated at payment or discharge.
• Reception, Doctor, Technician, Inventory, Accounting: Expand an inventory item in the appointment Items table to use the visible Internal Use switch. With the Can dispense internal use permission, turn it on to remove the customer charge or off to restore billing. Totals refresh after saving. Completed appointments and read-only views remain locked, and changing an already-dispensed item preserves its dispense details and stock history.
• Reception, Doctor, Technician, Owner: Newly collected electronic waiver signatures can show Signature integrity verified after Ubik verifies the saved waiver text and signing details. Repeated submissions preserve the original signature and signing time. Historical signatures are not retroactively sealed, and owner/patient context displayed separately is outside the seal.
• Reception, Communications, Admin: Issued waiver text and original copies are preserved. Preparing changed text creates another document; resend the original document link when a customer needs access again. Issued waivers cannot be deleted through record cleanup.
• Reception, Doctor, Technician: Complete all staff-entered waiver fields before electronic sending. Existing incomplete links show a preparation warning before requesting a signature; prepare the completed copy and send its new link. Blank paper-print copies remain available.
• Reception, Doctor, Technician, Owner: Waiver views show verified cryptographic seals and expandable fingerprints/details, with private verification-evidence downloads for authorized document viewers. Printed copies show a seal reference; historical and pending records stay clearly distinguished. Share evidence files securely because they include the waiver text, name and signature image.

Action needed

• Admin: Backend signing configuration is required before this protection is enabled. Contact support if signing is unavailable or a waiver cannot be verified. This integrity check does not establish signer identity or guarantee legal validity.

October 22, 2026

Tags: Admin, Inventory, Reception, Doctor, Accounting, Technician, Communications, POS

Fixed

• Reception, Technician, Admin: Home-visit, pickup, and dropoff planning uses the supported road-routing service so trips can show road paths, distances, and travel times. Household pets stay together and appointment or readiness-based stop order is preserved. When road routing is unavailable, Ubik continues to label travel times as approximate.
• Reception, Communications, Admin: Previously saved approximate routes need a deliberate Re-plan routes to calculate road paths again. Review manual departures and any driver or customer ETAs already sent first: replanning removes manual departure overrides after confirmation. Review the new plan before using Send to drivers; old messages are not automatically corrected.

New

• Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications: Open Help > New request to choose the kind of help you need, describe the goal or problem, and review the request before sending it to the support queue. AI assistance, screenshots, and file attachments are optional; you can submit a request without AI.
• Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications: Use My requests in Help to resume drafts, follow submitted requests, read updates, and reply with more information. Replies and request history stay together, and public support updates can notify your verified email address.
• Admin, Inventory, Reception, Accounting: New getting-started guides help prepare inventory, suppliers, services, and customers with pets for onboarding. Each guide explains essential, recommended, and optional information and includes simple and advanced CSV downloads in English and Spanish.
• Admin, Inventory, Reception: The guides explain consistent units and prices, separate lot stock, supplier and service setup, and customer references that keep pets linked to the right owner. The downloads are preparation sheets to review with the team handling the import before uploading data.

Improved

• Reception, Doctor, Technician, Admin: Open Legend in the appointment or employee calendar to show or hide appointment and work types in compact selection tables. Use each table's header checkbox to select all or none. The appointment editor's mini calendar supports the same filtering. Changes apply after the legend closes; the filter icon shows that types are hidden.
• Reception, Admin: Set or clear Priority when adding or editing an appointment. New scheduled appointments and emergencies keep their automatic defaults until you change the checkbox. A mixed checkbox means selected dates have different defaults; your choice applies to all selected dates.
• Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications: Support occurrence dates and times use the clinic timezone already configured on the account. Updated English and Spanish guidance follows the current Help workflow, and reply actions appear at the right of the conversation.

October 21, 2026

Tags: Admin, Reception, Accounting, POS

New

• Reception, Accounting, POS: Mexico accounts can enable Fiscal advances to invoice money received before a service or its final price is determined. Receive the advance under Customer > History > Credit with the actual payment method and customer fiscal profile, then check its invoice status.
• Reception, Accounting: At checkout, select customer credit and the recipient RFC to review eligible advance allocations. Ubik links the full sale invoice and creates the application credit note. Unused credit remains available for a later sale; applying an advance does not collect or return cash.

Improved

• Accounting: Review advance invoices, applications, and related documents in customer CFDI history and CFDI Ledger. Net invoiced totals subtract application credit notes and exclude canceled documents and payment-complement totals.

Action needed

• Admin, Accounting: Fiscal advances start disabled. Confirm the tax treatment with your accountant before enabling them in Account > Taxes > CFDI. Enable PPD when credit covers only part of a sale. Refunds, corrections, generic RFCs, and already invoiced sales require accounting review. If an issuance result is unconfirmed, contact support to reconcile it before issuing again.

October 19, 2026

Tags: Admin, Accounting, Inventory, Reception, Communications

New

• Accounting, Inventory: Unusual supplier invoices can open Review extracted expenses, with the document beside editable products and invoice totals. Correct descriptions, quantities, and amounts before adding expense drafts. You can also choose Review extraction from invoice details without rerunning OCR. Saving expenses and adjusting stock remain separate steps.

Improved

• Admin, Inventory: Inventory items can now link to inventory groups with a different type. You can also search for a group before selecting the item's type; existing group classification behavior stays unchanged.
• Accounting, Reception, Communications: Newly issued individual and insurer CFDIs and payment complements are emailed with their XML and PDF through FiscalAPI, using the fiscal recipient email. General-public CFDIs are excluded, and earlier issued documents are not emailed automatically.
• Admin, Accounting: Open CFDI Ledger > View details to check Invoice email and its recipient address. Email retries keep the existing invoice; if delivery needs attention or is unconfirmed, contact support instead of reissuing the CFDI.

Fixed

• Accounting, Inventory: Invoice matching skips disabled products, and disabled products no longer trigger the optional linked-branch pricing lookup. Existing expense records and transfer safeguards are preserved.

October 16, 2026

Tags: Admin, Accounting, Reception, POS, Inventory, Doctor, Technician

Fixed

• Admin, Accounting: When the person who dispensed a product or rendered a service differs from the appointment assignee and only one earns commissions, Payroll credits the full commission to that person automatically. Attribution review is needed when both earn commissions. Deliberate splits and already accounted payroll totals keep their existing behavior.
• Reception, Accounting, POS: Payments now save at the correct currency precision. A tiny rounding difference no longer marks a bill as partially paid when the payment settles the full amount.

Improved

• Admin, Inventory: Inventory editing and bulk entry no longer show the unused Low Package Value setting. Use Inventory planning > Min stock to set the item's minimum stock.
• Reception, Accounting, POS: If an older sale's only completed payment covers the whole bill but was marked partial, use Issue CFDI on its payment row. Ubik rechecks the saved bill and corrects the classification when you request the invoice, keeping the same sale, payment date, and amount in cents. Genuine shortfalls, deposits, other payments, refunds, returns, insurance adjustments, and existing CFDIs still require review.

New

• Admin, Reception, Doctor, Technician: Service editing now includes Service history, with an inventory-style timeline of completed and planned uses, staff, quantity, customer/pet, and links to the original appointment or sale. Expand Setup checks to review pricing, overlapping weight tiers, commissions, discounts, and linked-item or waiver setup before saving. Use Review field to jump to a setting; suggestions do not change data or add save restrictions.

• Admin, Accounting, POS: Expand a product or service on an existing sale and choose Review price correction to use its current catalog price with tax included. Review the corrected charge and sale balance, then choose Apply price correction. Administrators can use it on completed sales without reopening them or enabling price editing.

• Accounting, POS: The correction keeps the existing payment, quantity, discount, stock movements, seller, and original charge date. Sales and tax reports reflect the corrected amounts in the original period; no extra payment or refund is recorded.

Action needed

• Admin, Accounting: Enable Customer price includes tax and confirm the current catalog price and tax rate first. The tool uses today's catalog price, which can differ from the original agreed price, so review the remaining balance or any excess payment. Returned/refunded sales and issued or pending CFDIs require separate review.

October 15, 2026

Tags: Admin, Accounting, Reception, Technician, Communications

New

• Admin, Reception, Technician: Home Visit Search > Route planning now lets you set an optional departure date and time for each trip under Assign and send. Times use the clinic's timezone. Use automatic time restores the suggested schedule; driver reassignment preserves manual times.

Fixed

• Reception, Technician: Grouped pickups and dropoffs keep pets from the same customer and address in one trip and show them together at one stop. Every pet still counts toward vehicle capacity. A household that exceeds capacity is flagged for the dispatcher instead of being split silently.

Action needed

• Reception, Technician, Communications: Re-plan existing saved routes to apply household grouping. A full re-plan clears manual departure times after confirmation. Review timing warnings and resend any trip marked Needs resend. Pending customer ETA messages refresh without sending during an edit; already sent messages need staff review and any necessary customer correction.

Improved

• Admin, Accounting: Past work shifts on the Employee Calendar now show a green-striped dot when time was recorded during the shift and a red-striped dot when no time was recorded. Current and upcoming shifts keep their usual dot. The Legend explains the indicators; green means some time was recorded, not that the full shift was worked. Open a work shift to see a compact Recorded work section with related clock-in/out times and the hours recorded within that shift.

• [Accounting, Reception, Admin] Open View details in the CFDI ledger to review related charges, appointments, payments, and base invoices/payment complements. The Go To menu opens related appointment destinations, customer/payment records, and CFDI details. Customer records now include History > CFDIs, with public-invoice coverage labeled separately. Accounting viewing access is required. New CFDIs retain saved financial values; older linked records are clearly identified as current or incomplete.

October 14, 2026

Tags: Admin, Accounting, Inventory, Reception, Owner

New

• Admin, Accounting: Services, inventory items, and inventory groups now support commission option lists. A single configured percentage still applies automatically, while multiple configured percentages must be selected during payroll review before that employee payroll line can be created.

Improved

• Inventory, Admin, Accounting: Inventory Analytics > Locations now includes a Responsible users view that rolls up dispense and loss counts and estimated business values by assigned responsible user. Expand a user to review the locations they control and the underlying events, then filter the rollup by location.

• Accounting, Owner: Payroll commission snapshots now include the configured options and selected option details, giving owners and accounting staff a clearer audit trail for variable commission payouts.

Fixed

• Admin, Accounting: Tax Data now separates exempt sales from 0% sales in its billing summary, sales tables, and CSV exports. Items configured with an Exento VAT factor appear in exempt sales, and exemption labels display correctly in English and Spanish. Charges with missing tax-object setup remain visible at their recorded rate, and zero-value lines no longer repeat appointment payment amounts. Historical gross bases and discounts now stay consistent with saved charge amounts when pricing flags disagree.

October 12, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory

New

• Admin, Reception, Doctor, Technician: Appointment activity history is now available from appointment Go To menus and the Technician and Reception portal rails. It shows status phases, assignment changes, who made the change, how long each phase lasted, and related appointment activity such as services, dispenses, payments, and refunds in one compact timeline.

Improved

• Inventory, Reception, Doctor, Technician: Inventory estimate hover cards now show open appointment usage separately from the scheduled-adjustment queue. The likely available value includes that visible open appointment usage while the scheduled inventory calculation remains unchanged.

October 10, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting

New

• Inventory, Admin: Inventory Management now supports clinic-specific stock locations such as Main stock, pharmacy cabinets, stock rooms, and personal doctor stock while keeping the main item quantity as the account-wide total.
• Inventory, Admin: Location setup can assign responsible users to a stock room, pharmacy cabinet, or personal stock location so teams can document who owns the area.
• Inventory, Technician, Doctor: Receives, losses, audits, internal-use entries, and nightly stock settlement now carry location context so teams can see where stock was counted, moved, used, or missing.
• Inventory, Technician: The Move tab now has a Locations mode for replenishing pharmacy cabinets, stock rooms, and personal stock from Main stock without changing the clinic-wide inventory total.
• Inventory, Doctor, POS: Appointment and sale item review now lets staff choose the source location before a product is dispensed, appointment item details can still edit that location until location settlement runs, and Inventory history shows the location on dispense entries.
• Inventory, Admin: Inventory Analytics now has a Locations tab with lazy-loaded Snapshot, Movements, Transfers, and Exceptions views, plus location filters and sorting for reviewing stock, movement history, transfer summaries, and mismatched balances.
• Inventory, Admin: Inventory edit now has a Locations expand that shows and reconciles quantity and packages across each internal stock location.
• Inventory, Accounting: Location audit CSV exports and imports stage reconciliation by location; if the total stock is unchanged, Ubik records transfers between locations instead of loss or found-stock adjustments.

Improved

• Admin, Reception, Doctor, Technician: Appointment editing now groups assignment choices into Relevant staff and Everyone else when the selected type or specialty matches a user's configured appointment types or specialties. Selecting an assignee also filters the side calendar preview to that staff member's appointments for the selected day.
• Inventory, Accounting: Location audit CSV export and reconciliation now use batched server requests with size guardrails, keeping large clinic audits practical without oversized reconciliation requests.

Fixed

• Inventory, Admin: Inventory Move now shows a single partner transfer target when opposite-direction partner agreement records point to the same clinic and mapped supplier.
• Inventory, Technician: Inventory Move keeps the quantity field editable when a staged transfer row is over available stock or a partner purchase-order cap, so staff can correct the amount before transferring.
• Inventory, Technician: Normal partner transfers no longer inherit a zero purchase-order cap, so stocked items can accept a quantity when the row was not staged from a partner purchase order.

October 9, 2026

Tags: Admin, Reception, Doctor, Technician, POS

Improved

• Reception, Doctor, Technician, POS: Customer appointment journey cards now keep the Go to menu available for users who can view appointments but cannot edit them, while the direct Edit option remains limited to staff with appointment edit permission.

October 8, 2026

Tags: Admin, Inventory, Accounting, Reception, Communications

New

• Inventory, Accounting: Partner purchase orders now support full-PO, full-line, and partial-line returns. Receiver stock is removed when the return is submitted, and sender stock is restocked only after the sender accepts.
• Accounting, Inventory: Accepted partner PO returns now issue Supplier Credits instead of negative expenses or negative supplier payments. Credits can reduce open partner invoice balances, stay open for a future invoice, or be settled as a recorded refund.
• Accounting: Accounting now includes Supplier Credits search with supplier, partner, status, PO/invoice, open amount, and settlement history filters.
• Reception, Communications: Follow Ups can now send home pickup, dropoff, and visit ETA messages when a route is sent to a driver, using route template variables for pickup time, dropoff time, visit time, and driver name.

Improved

• Admin, Accounting, Reception: Customer Analytics > Delinquent now has CSV downloads for selected-range balance issues, all-time unpaid appointments, and all-time unpaid balances grouped by customer. Exports include appointment detail rows and pull the full matching dataset instead of only the visible page.
• Inventory, Accounting: Partner PO payment and expense work now stays in the PO portal: payments open in a modal, PO expense creation opens fullscreen, and the partner invoice list no longer offers legacy import/payment actions.
• Inventory: Purchase order lists now use expandable left navigation and load order lines only when an order is selected, improving large PO queue performance.
• Accounting: Saving many expense rows now batches safe rows while preserving the existing per-row prompts for inventory adjustments.
• Accounting: Cashflow reporting now counts supplier-credit refunds as cash movements and keeps credit applications noncash, preserving invoice/payment history while reducing expense cash exposure.
• Reception: Home Visit now opens with today's date range selected so the appointment queue starts on the current day's visits.

October 7, 2026

Tags: Admin, Inventory, Accounting, Reception

Improved

• Inventory, Accounting: Expense price-update suggestions now use the same branch-grouped view in expense editing and inventory adjustment review, with separate optional choices for business cost and customer price updates.
• Inventory, Accounting: Linked branch price suggestions now show each branch and inventory item with current and suggested values before saving.
• Inventory, Accounting: Purchase Order draft rows, Add inventory search results, and the View All picker now show the pending-inventory estimate hover beside current-account stock, so buyers can compare recorded quantity with pending scheduled deductions before ordering.
• Inventory, Accounting: Linked branch stock cells now show a summary-only estimate hover when the cell maps to one linked branch inventory item, showing estimated branch quantity without appointment or customer details.
• Admin, Accounting, Reception: Customer Analytics > Delinquent now shows the assigned staff member and the payment handoff time on unpaid and discrepancy appointment rows, helping teams trace who handled the visit and when it moved from service toward checkout.

October 6, 2026

Tags: Admin, Inventory, Accounting, Technician

Improved

• Inventory, Accounting: Inventory Analytics > Inventory Adjusts now includes a Reported inventory losses table that groups official expired, broken, and missing inventory reports by product for the selected date range.
• Inventory, Accounting: Each loss rollup shows reported quantity, reported packages, estimated sale value, and estimated purchase value, with expandable report rows showing date, loss type, amounts, estimated values, and who reported the loss.
• Technician, Inventory: Strict inventory accounts now check product or lot stock before a hospitalization or boarding administration is saved, so staff can audit or add stock before recording the treatment.
• Accounting, Inventory: Expense lines now accept fractional quantities and packages up to four decimal places, so partial units can be recorded without rounding received inventory to a whole number.

Fixed

• Admin, Inventory: Purchase Orders menu attention refreshes now keep large partner inventory-link checks off the main web server, improving dashboard stability for clinics with high-volume branch purchasing.

October 5, 2026

Tags: Inventory, Accounting, Reception, POS

Improved

• Inventory, Accounting: Supplier portal purchase orders now let suppliers report the sent quantity for each line, capped at the requested quantity so shortages can be recorded without overstating what shipped.
• Inventory, Accounting: Partially fulfilled supplier and partner purchase orders now show fulfilled quantities in Purchase Orders and can create expenses from only the fulfilled or transferred lines.
• Inventory, Accounting: Clinics can close a partially fulfilled purchase order when the remaining items will not arrive, keeping the received portion expensable while ending follow-up on the rest.

Fixed

• Reception, POS, Accounting: Promotion checkout now uses the same matcher for charge-row suggestions and payment application across service, inventory, group, type, total, and cost-plus promotions. If a promotion matches a charge but would not lower the current amount, Ubik now explains that instead of saying the promotion does not match any charges.

October 3, 2026

Tags: Accounting, POS, Reception

New

• Reception, POS, Accounting: Customer profiles now include a Return credit action on the Credit tab. Staff can return available customer credit with a real refund method, optional card/debit payment type, and a reason, and Ubik blocks returns above the customer's current credit balance.
• Accounting: Accounting > CFDI Ledger now has an Issue CFDI tab with a Payer / General public switch. Payer mode issues eligible paid bills to each customer's synced CFDI profile, while General public mode keeps the grouped publico en general workflow.

Improved

• Accounting: Customer credit returns now create both a refund record and a credit-ledger return row, so Register Close refunds, cashflow, customer credit balances, and customer credit analytics stay aligned.

Fixed

• Accounting: General Public CFDIs now keep visible IVA tax rows for Exento and 0% sale concepts instead of marking those concepts as No objeto de impuesto, so the printed CFDI shows Sí objeto de impuesto with the appropriate Exento, 0%, or 16% tax detail.

October 2, 2026

Tags: Admin, Accounting, POS, Reception, Technician, Communications, Inventory

New

• Accounting: CFDI Ledger now includes a guarded Cancel in Ubik action for issued CFDIs and failed CFDI jobs after the CFDI has already been canceled in the SAT portal. Ubik records the manual cancellation, clears the original coverage and payment request flags, and keeps the prior UUID and provider details for audit review.

Improved

• Accounting: Failed CFDI reissue now asks staff to choose an issue date/time before retrying, helping corrected CFDIs stay inside the 72-hour issuance window.
• Accounting: Failed General Public CFDI jobs now appear as General Public group rows with the saved public recipient, covered-sale count, coverage date range, and clearer recovery context.
• Inventory, Accounting: Purchase Order Portal now opens incoming receiving and outgoing review sections on demand, reducing background load when teams are only working one side of the purchasing workflow.
• Inventory, Accounting: Outgoing purchase-order review now waits to load History until staff open it, or until there are no active outgoing orders to show.
• Inventory, Accounting: Orders sent to you now loads the receiving queue in pages, then fetches full order lines, transfer history, partner invoices, and payment details only when staff select an order.
• Reception, Technician: Home Visit route planning now includes a Dropoff order option. Same as pickup is the default for Pickup & Dropoff appointments, and clinics can switch to Fastest route or Ready time when the delivery workflow calls for it.
• Reception, Technician: Ready-time delivery uses checkout time when available and otherwise assumes a pet is ready one hour after its appointment time.
• Admin, Reception, Communications: Customer profiles now include Access instructions for gate codes, parking, guard, or entry notes. Those notes appear in the route planner review and in the driver route email.

Fixed

• Accounting: CFDI issuance now sends IVA transfer rates to FiscalAPI in SAT catalog format, preventing General Public CFDI failures caused by rate values such as 0.16 being rejected by SAT.
• Admin, Inventory, Accounting: Partner purchase-order inventory-link lookups now use capped, page-scoped reads, and purchase-order navigation refreshes back off after failed background attempts so repeated refreshes are less likely to strain the server.
• Accounting, POS, Reception: Promotion checkout now calculates item-level fixed discounts and override-cost promotions per remaining unit, so multi-quantity service or inventory rows receive the intended discount without turning an item override into a whole-bill override.
• Accounting, POS, Reception: Percent Override Total promotions now leave the configured percentage as the final matching total, and the saved promotion payment explanation shows formulas that match the corrected calculations.

October 1, 2026

Tags: Admin, Accounting, Inventory, POS, Reception

New

• Admin, Accounting, POS, Reception: Mexico CFDI accounts can enable PPD payment complements for true partial-payment CFDI workflows after accountant approval. When enabled, Ubik can issue a PPD base income CFDI for the bill, then a payment complement for each requested partial payment, with complement details visible in the CFDI Ledger and failed complement jobs recoverable from the Failed CFDIs tab.

Improved

• Accounting, POS, Reception: Split-tender bills that are fully paid at issuance stay in the normal PUE income CFDI flow. Ubik covers every tender payment on the bill and uses the SAT payment form from the method with the largest paid amount, reducing duplicate CFDI risk for one bill paid with multiple methods.
• Accounting, POS, Reception: The CFDI validation dialog now opens before payment-flow issuance so staff can confirm the customer CFDI profile and choose the issue date/time within the allowed 72-hour window for PUE, PPD base, and payment-complement CFDIs.
• Inventory, Accounting: Purchase Order draft View All inventory search now shows linked branch stock in separate branch columns for each search page, so teams can compare branch quantities without opening hover details one item at a time.
• Admin, Accounting: Fiscal setup fields now accept exact SAT catalog keys such as S01, G03, 605, and E48 even when text search requires a longer term.
• Inventory, Accounting: Service Search and Inventory Search now show each item's FiscalAPI sync status. Hovering the status shows provider, FiscalAPI product ID, SAT product/service code, SAT unit, tax object, tax-included setting, product taxes, sync timestamps, and the last sync error.

Fixed

• Reception, POS: Payment Edit now disables the row Delete button while a payment delete is already in progress, preventing duplicate delete clicks on the same payment.

September 30, 2026

Tags: Admin, Accounting, Inventory, POS, Reception

New

• Inventory: Inventory > Manage > Adjust now has a downloadable audit CSV with localized descriptive headers for current item counts and lot counts. Staff can enter only the counts they audited, leave blanks or --- cells untouched, upload the CSV back into Adjust, and Ubik stages only rows with entered counted values.
• Admin, Accounting: Employee work schedules can now include one or more payroll bonuses with a bonus type, amount, reason, and notes. Import Schedules includes a blank CSV template for clinics, and when Payroll loads a date range, Ubik finds schedule bonuses whose shifts intersect time checks so accounting can choose which matched bonuses to apply before creating payroll expenses.

Improved

• Accounting, POS, Reception: Paid appointment bills now show a row-level Issue CFDI action for eligible completed full-balance payments. The active payment flow still uses the CFDI toggle, already issued or general-public-covered payments show CFDI issued, failed issuance attempts show the latest FiscalAPI/SAT error on the payment row, and Accounting > CFDI Ledger now has a Failed CFDIs tab where staff can open the related customer or appointment/sale, fix fiscal data, and reissue eligible individual payment CFDIs using current data.
• Accounting, Inventory: Linked branch expense price suggestions now include matching customer price and cost-tier updates when current margin data exists. Linked inventory checkboxes remain off by default, so teams choose which branch items to update after reviewing the invoice cost.

September 29, 2026

Tags: Admin, Accounting, Inventory, POS

New

• Admin: User Configuration now includes an admin-only User files area for attaching employee documents such as PDFs, images, spreadsheets, Word files, CSVs, or text files to that clinic-specific user account.
• Accounting, Admin: Accounting now includes a CFDI Ledger for reviewing CFDIs issued through FiscalAPI by date, customer, status, document type, UUID, provider ID, payment code, total, and related records.
• Accounting, POS: The new General Public CFDI tab finds eligible paid appointment bills that did not request or receive an individual CFDI and issues one or more CFDIs to publico en general for the selected period.

Improved

• Accounting, Inventory: Expense Edit now includes linked branch pricing suggestions grouped by branch when a cost-of-goods-sold expense uses inventory connected to another branch item with transfer permissions. Linked inventory updates are off by default; selecting a linked inventory item's checkbox can update business cost and, when current margin data exists, matching customer prices and cost tiers.
• Accounting: Tax Data now loads the selected section first and pulls detailed rows only when a section is expanded, so longer date ranges are less likely to time out while summary totals stay available.
• Accounting: Download All for Tax Data now exports sections in smaller requests instead of one oversized report response.
• Accounting: Accounting Analytics now opens Sales Summary on demand, so other analytics can load without immediately starting the heavier sales-summary calculation.
• Accounting: Supplier Debts now lets teams roll up each supplier's open debt lines by date, receipt ID, or expense type, with each rollup expandable back to the original expenses and the View action opening each expense in a new tab.
• Accounting, Inventory: Tax Data exports, customer tax charge rows, VAT rows, Sales by Customer details, and the Sales Summary table now show inventory group and item type when the row is tied to an inventory item or service.
• Accounting: Tax Data now shows and exports item name, payment method split by each row's allocated amount, tax rate, and tax paid for customer tax charges, VAT exempt and taxable VAT line details, and Sales by Customer detail rows; each method appears on its own UI line, unpaid rows show No Payment, wide tables scroll horizontally, and Customer Tax Charges no longer repeats the tax type beside the tax rate.
• Accounting: CFDI Ledger and General Public CFDI date ranges start empty, load only after staff choose a date range, page the candidate table, keep it scrollable at a fixed height, show full-range eligible totals, and tell staff how many CFDIs will be generated when a range needs multiple 250-bill batches.
• Admin: User file upload and removal is enforced server-side for admins only, and files stay tied to the employee's clinic membership so staff working across multiple clinics can keep separate clinic documents.

September 28, 2026

Tags: Accounting, Reception, Inventory

New

• Accounting, Reception: Accounting > Register Close now gives teams a paged history of saved register closes, newest first. Click any row to review the drawer count, resolution notes, cashier totals, payment method totals, cash payments, refunds, applied customer credits, and promotion usage without changing the close.

Improved

• Inventory: Linked stock hover details in Purchase Order Review, Orders sent to you, and Inventory Search now show quantity, packages, and the linked item's inventory health when planning stats are available.
• Inventory: Inventory Move now shows both quantity and packages for the sending inventory and the linked partner inventory while staging partner purchase order transfers.
• Inventory: Partner Inventory and Inventory Move now list every possible partner inventory match before creating a partner copy, so staff can link the right existing item or create the copy anyway when none of the suggestions fit.

Fixed

• Inventory: Partner purchase order transfer batches now identify the specific rows with insufficient source quantity or packages instead of making every row look like the cause of the failed batch.
• Inventory: Inventory Move now keeps the transfer error toast short and tells staff to review the highlighted rows for insufficient quantity details.

September 27, 2026

Tags: Admin, Doctor, Technician

Improved

• Admin, Doctor, Technician: Account Edit now has a tag-style alias editor for lab analyte reference ranges, making analyzer abbreviations like LEU, LIN, MON, NEU, MCH, and HCM easier to add and review.
• Admin: The login account picker now shows clinic logos, keeps newer accounts lower in the list, and groups inactive accounts at the bottom.

September 26, 2026

Tags: Admin, Accounting, POS, Inventory, Reception

Improved

• Admin, Accounting: Account Edit now opens the live FiscalAPI dashboard, keeps the FiscalAPI Issuer ID read-only, and shows the generated dashboard username and password in a help popover.
• Inventory, Admin: Partner Inventory and Inventory Move can now create a zero-stock copy of a source item in the selected partner account and link it for transfers when the partner item does not already exist.
• Inventory, Admin: The copy-and-link action checks partnership inventory linking and transfer permissions, warns staff to confirm the item is not already present in the partner account, blocks creation when likely duplicates are found by name or barcode, and reuses a matching partner inventory group when available.

Fixed

• Inventory: Nightly inventory calculation now keeps package counts aligned with Quantity per package for items using Bidirectional package/quantity auto-calc.
• Accounting, POS: CFDI issuance now uses the account time zone and clearer FiscalAPI diagnostics so setup errors identify whether the issuer, receiver, or product link needs attention.
• Admin, Accounting: FiscalAPI sync can recover stale test or missing live IDs for issuers, receivers, and products by refreshing the live FiscalAPI record instead of keeping an unusable ID.
• Reception, POS: Sell Products now keeps the sale flow moving when staff add a missing pet from the sale modal before saving, avoiding the duplicate request dead end.

September 25, 2026

Tags: Inventory, Accounting, Admin, Reception, Doctor, Technician

New

• Inventory, Accounting: Purchase Order Review now has a Show all inventory picker for adding items to draft purchase orders with checkbox multi-select.

Improved

• Reception, Doctor, Technician: Assignment dropdowns now show whether each staff member is scheduled to work on the appointment day, using the proposed date for new appointments and the saved appointment date for existing appointments.
• Inventory: The purchase-order inventory picker now uses backend paging, name search, supplier filters, and sortable columns, so larger catalogs are easier to search.
• Inventory, Admin: Purchase Order Review and Receiving now show linked-branch stock on hover, including lots and expiration dates when available, and the hover excludes the current branch so it does not conflict with the row's local stock snapshot.

September 24, 2026

Tags: Admin, Accounting, Reception, POS, Inventory, Communications

New

• Accounting: Accounting > Supplier Payment Search now lists supplier payments with filters for supplier, date range, payment method, status, allocation status, reference or note, creator, and amount.

Improved

• Admin: Clinic Insights is now included at no additional cost, and new accounts start with AI Integration and Clinic Insights enabled.
• Admin: Account Edit now makes Business Hours and Online Scheduling allowed-time setup easier to scan, with wider time fields, collapsed selected-time tags, and a Select all action for each scheduling day.
• Reception, POS, Accounting, Inventory: Search pages now cap page size choices at 128 rows for more predictable loading on large records.
• POS, Accounting: Register Close and Cashier Totals period selectors now include a Midnight (end of day) end-time option for closes that end exactly at the next day's 12:00 AM boundary.

Fixed

• Reception, POS, Communications: Receipt screens now wait for validated receipt readiness and show a warning if the receipt takes too long to confirm it is ready.
• Reception, Doctor, Technician: Appointment Edit now shows the Assigned to dropdown based on the Can assign to others appointment permission, so non-solo clinics can use assignment controls when their role allows it.

September 23, 2026

Tags: Accounting, Admin, Technician, Doctor, Communications

New

• Accounting: Accounting > Supplier Payment Search now lets teams find supplier payment ledger entries directly, with filters for supplier, date, payment method, status, allocation status, reference or note, creator, and amount.
• Admin, Technician, Doctor, Communications: Accounts can now enable Staff morning summaries so each assigned staff member receives one morning email with today's assigned appointments and active hospitalization or boarding care reminders.

Improved

• Accounting: Supplier payment search rows can expand to show which expense allocations each payment covered, with links back to supplier and expense records.
• Communications, Technician: Hospitalization and boarding care reminders now flow through Staff morning summaries instead of the standalone morning reminder email.
• Admin: User Edit now has a Morning summary email switch so an individual staff member can be included or opted out.

September 22, 2026

Tags: Accounting, Inventory, Admin

New

• Accounting: Accounting > Analytics now includes a Supplier Debts tab for current outstanding supplier balances, separate from the selected analytics date range.

Improved

• Accounting: Gross Payments now separates real-money payments from non-cash settlements, making comparisons with Cash In easier to understand.
• Accounting: Expense rows now show subtotal, discount, tax paid, and total, and expense charts use the same tax-aware total.
• Accounting: Product and Service Performance can now group results by item, group, or type, with paged charge details for easier review.
• Accounting: Supplier payment history now opens in a focused dialog, keeping payment allocations easier to inspect without crowding the Supplier Payments table.
• Inventory, Accounting: Inventory planning now shows estimated on-hand value by supplier, so reorder pressure can be compared with stock value already on hand.

Fixed

• Accounting: Promotion-method expenses now stay out of regular expense totals and cashflow comparisons, so promotion impact stays in Promotion Insights.
• Accounting: Supplier-based analytics now resolve configured inventory suppliers in Clinic Intelligence exports and Postgres-backed reports, so supplier charts no longer collapse configured items into Unknown supplier.

September 21, 2026

Tags: Communications, Admin, Reception, Technician

Improved

• Communications: A follow-up linked to a treatment schedule now messages pets who are about to be due or just missed that schedule, including first doses that were never given. The due date in the message is the schedule date, not N months after the last visit.
• Communications: Follow-ups that still use a service, product, or appointment type keep the previous "after the last visit" timing.

September 18, 2026

Tags: Inventory, Accounting, Reception, Technician, Communications

New

• Inventory: Inventory Edit Lot tracking now expands each lot to show that lot's dispenses and adjustments, with date, quantity, customer, and user. Active and Next are the stocked lots in FIFO order, not empty older lots.

Improved

• Inventory, Accounting: After applying quantity increases on Inventory > Manage > Adjust, Ubik asks if you want to create an expense. Yes opens Expense Edit with those updated items already filled in, without adding the quantity a second time.
• Inventory, Accounting: Creating an expense after Inventory Edit or Inventory Search no longer adds the same stock a second time. Package-only Adjust increases can also open that expense.
• Inventory: Purchase suggestions now round up to the purchase unit when Purchase unit to inventory qty is set, so a case or box is suggested as a whole buy unit.
• Inventory, Accounting: Saving an expense that adds stock for a lot-tracked product now asks for lot number and expiry in the same adjust-inventory window.
• Reception, Technician: Home Visit route planning now keeps Planned trips beside the map, centers the planner, and puts Send to drivers last.
• Communications: Driver route emails now use a View in map link instead of a long address, and show customers as first name plus last initial.

Fixed

• Communications: Driver route emails now keep a real drive time instead of showing 0 min after a plan is assigned or sent. Re-plan and send again for routes that already went out with 0 min.

September 17, 2026

Tags: Admin, Accounting

Improved

• Accounting: Payroll now loads commission detail from commission-enabled inventory, inventory groups, and services only, so large payroll ranges open faster and commission tables stay focused on payable rows.
• Accounting: Expanded payroll rows now have more side padding, left-aligned section labels, and a simpler deduction dialog without a prefilled reason.
• Admin: Import Schedules now reviews larger CSV files, up to 500 rows, and warns when a file should be split before importing the remaining rows.
• Admin: The imported-row review table now scrolls more smoothly for large schedule imports, includes a Needs review only toggle, and keeps rows read-only until staff unlock one row with the edit icon.

Fixed

• Admin: Import Schedules now flags overlapping imported shifts for the same employee during review, before those rows can be added to the schedule grid.
• Admin: Deleting an imported schedule review row now asks for confirmation first.

September 16, 2026

Tags: Inventory, Reception, Admin, Accounting

New

• Reception: Payment checkout now shows how many times each membership perk was used in the current membership billing period, with the last used date, before staff apply the promotion.
• Reception: The customer Memberships tab shows the same period usage and recent perk redemptions.

Improved

• Inventory: Lot-tracked inventory items now route quantity corrections through lot adjustments instead of direct item-level quantity edits in Inventory Search or Inventory Edit.
• Inventory: Inventory Edit now warns staff when a lot-tracked item's saved quantity does not match the total of its lots, so teams can review the affected lots before correcting stock.
• Inventory: Inventory Search can now sort by the Lot tracking column.

September 15, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting

New

• Inventory, Accounting: When an inventory audit lowers stock, staff can report the decrease as a loss from the same review step.

Improved

• Accounting: Payroll now has current and previous semi-monthly shortcuts for 1-15 and 16-month-end ranges, and User Edit now labels every-14-day payroll as Biweekly while using Semi-monthly for 15th/month-end payroll.
• Technician, Inventory, Accounting: Hospitalization and boarding product administrations now create real stock movement when the treatment is recorded, while checkout still keeps one clean customer-facing charge line per instruction.
• Technician, Inventory: Clinics using strict inventory now check available product or lot stock before saving a hospitalization or boarding administration, so staff can audit or add stock before recording the treatment.
• Inventory: Inventory audits from Search, Adjust, Inventory Edit, and lot audit now use one review window for follow-up actions such as package sync, lot capture, expense creation, and loss reporting.
• Inventory: Inventory Search now shows supplier names from the Suppliers field and includes a filterable multi-select supplier filter in the top filter bar.
• Inventory: Add Inventory on the search page now uses the same compact + action as other search pages.

Fixed

• Reception, Inventory, Accounting: Re-opening payment during or after a long stay now updates the same billing rollup line, and inventory history/analytics ignore that billing-only row so stock reports do not double-count usage.
• Inventory: Nightly scheduled inventory adjustments now complete their adjustment history reliably, so recorded dispenses can move out of Waiting and appear in the scheduled adjustment log.
• Admin, Inventory: Production health reports now check cron-worker inventory adjustment failures directly, helping the team catch stuck scheduled adjustment runs sooner.
• Inventory: Barcode scanner tests on the Inventory Search tab now open the matching inventory view instead of only showing a simulated-scan toast.

September 14, 2026

Tags: Doctor, Technician, Accounting, Inventory

New

• Accounting, Inventory: Cost-of-goods-sold expense rows now show a one-line unit-cost check under Subtotal. Hover for the current vs invoice comparison and confirm a business-cost update when the invoice cost is new or higher. Invoice quantity and amount stay in supplier units; Ubik converts to inventory units before comparing.

Improved

• Accounting: Expense Edit number fields stay responsive with many staged lines. Subtotal, tax, discount, quantity, and packages update when you leave the field, press Enter, or use the spinner.
• Accounting: The selected product name under the inventory picker is now one truncated subtext line, like the tax x.xx% helper.
• Doctor, Technician: General Lab > Apply preset now includes a Mindray vetXpert C5 chemistry profile for blood chemistry and electrolyte entry.
• The preset preloads the panel's chemistry, pancreatic, kidney, energy metabolism, mineral, and electrolyte analytes with units and printed canine reference ranges where the report supplies them.
• LIPA-D includes the printed negative, suspicious, and positive interpretation bands as a row note.
• Laboratory: General Lab analyte rows now show a conversion icon beside the Unit selector for supported numeric results, such as mg/dL to mmol/L.
• Laboratory: The inline unit converter previews and applies supported analyte conversions without leaving the lab panel.
• Laboratory: The converter uses the same analyte aliases and conversion factors as Ubik's reference-range checks, helping English and Spanish analyte names resolve consistently across chemistry, endocrine, enzyme activity, and hematology-index units.

Fixed

• Accounting: Expense Edit rows no longer stretch with empty space under every input after a subtotal is entered.
• Accounting: Marking a new expense Paid no longer snaps back to Pending unless supplier payments already exist. When payments exist, status is locked and a note explains that remaining balance is set by those payments.

September 13, 2026

Tags: Admin, Reception, Inventory, Accounting, POS

Improved

• Search pages with an Add action now use a compact + button in the bottom-right of the header. Hover or long-press still shows the previous add label.
• Accounting: Expense search keeps description and date visible, with type, status, tax type, receipt ID, and supplier behind a Filters toggle that starts collapsed.
• Accounting: Expense search tax type and receipt ID columns are wider so those values are easier to read.

September 12, 2026

Tags: Admin, Inventory, Accounting

Improved

• Inventory: Inventory Analytics > Inventory Adjusts now shows estimated sale and purchase value for each User inventory adjustments row, using the quantity and package changes with the item's current configured prices and costs.
• Inventory: The User inventory adjustments table now includes page totals for visible quantity-change, package-change, sale value, and purchase value columns.

Fixed

• Accounting: Payroll commission attribution review on phones no longer pins the last two action columns, so staff can scroll to the date, item, customer, and assignment columns.
• Inventory: Adjustment value estimates now load the inventory price fields in both analytics paths, so configured-cost adjustments no longer appear as zero-value estimates.

September 11, 2026

Tags: Admin, Reception, Inventory, Accounting, POS, Communications, Owner

New

• Accounting: Payroll can now include fixed-salary employees even when they have no time checks. User Edit includes fixed-salary setup with salary basis, payment schedule, and a regular payroll amount.
• Accounting: A new Payroll Employee Configuration guide explains how admins should set up hourly, daily, and fixed-salary employees and what to expect during payroll review.
• Accounting: Payroll commission percentages can now be edited from the grouped or detailed commission table before the employee payroll line is accounted. The edited rate applies to that payroll review only and is saved in the payroll snapshot when expenses are created.

Improved

• Accounting: Payroll review now shows paid time off and unjustified absence schedule exceptions for the pay period. PTO stays paid, while unjustified absences require an admin-entered deduction before they reduce the payroll total.
• Accounting: Payroll review now includes bonus helpers for Sunday premium, night-shift bonus, overtime, and custom bonuses. Each helper shows the formula before the final amount is added as a bonus adjustment.
• Receipt WhatsApp shares now use short public links instead of long tokenized URLs, making receipt messages cleaner and more reliable on iPhone and Android.
• Payment receipt pages now load faster for grouped appointments by batching receipt data queries and avoiding duplicate per-appointment receipt lookups.
• Receipt pages now stay focused on the receipt view by skipping unrelated communication, billing, staff chat, and time-check background loading.
• Inventory: Quantity and quantity-per-package edits now warn when saved packages would be out of sync, show the current post-edit math, and include a Set packages action to align the package count before saving.
• Inventory: Inventory History now shows recorded dispenses beside stock adjustment logs, including customer and pet names and whether each dispense is waiting for a scheduled adjustment, already applied, superseded by a manual count, or excluded from stock impact.

Fixed

• Receipt links now preserve valid single-appointment and grouped-appointment details when creating public receipt tokens.
• WhatsApp receipt messages now put the receipt URL on its own line, improving mobile link detection.
• Accounting: Payroll commission attribution review now filters out non-commission rows so service or inventory activity without an active commission source does not appear as a misattributed commission item.

September 10, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, Communications, Owner

New

• Customer edit > Memberships now has a row-level Cancel membership action with confirmation. The action schedules the customer's connected Stripe membership subscription to end at the current billing period and records the cancellation workflow in Ubik.

Improved

• Waiver templates now support Markdown formatting, including headings, bold text, lists, links, quotes, code-style text, and horizontal rules.
• Account Edit now includes Markdown help beside the waiver body editor, so admins can format waiver text without leaving the setup screen.
• Waiver formatting now renders consistently in Account Edit previews, appointment waiver send previews, public signing pages, signed waiver receipts, waiver PDFs, and Past Documents expansion.
• Past Documents now shows expanded waiver text with the same formatted view used by current waiver previews and receipts.
• Inventory history now shows before-and-after stock ranges beside quantity and package changes when Ubik has a reliable recorded range.
• Future nightly inventory calculation logs now store per-inventory and per-dispense snapshots, so expanded calculation rows can show exact stock movement ranges.
• Older nightly calculation logs now keep values plain when only the deduction amount is known, avoiding misleading partial delta labels.
• Inventory history color dots now show hover labels that identify the event type and raw log type during audit review.
• Inventory Report Loss now includes Expired, Broken, and Missing reasons, shows quantity before packages, and records Missing loss logs consistently in history and analytics.
• Service Pricing product search now finds inventory items directly instead of inventory groups, while service bundle selection still opens the associated product selector when a service has grouped products.
• Membership rows now show when a membership is set to cancel at period end, then switch to canceled when Stripe confirms the subscription has ended.
• Customer membership welcome, payment failed, payment recovered, and canceled emails now use Ubik's branded email template instead of plain paragraph emails.

Fixed

• Ubik-managed waiver sends now check the latest customer reachable status before creating the waiver send, so customers marked unreachable show a warning instead of a misleading sent state.
• Backend waiver communication saves are also blocked for unreachable customers, preventing stale screens or race conditions from silently suppressing the send.
• WhatsApp waiver sending now normalizes phone numbers before provider delivery and records provider acceptance details for delivery troubleshooting.
• Payroll commission attribution review now pages large conflict lists and the Split with menu opens reliably with active users, so accounting staff can split commission with any other user from the review table.
• Inventory dispense correction logs now have translated labels wherever raw log types are displayed.

September 9, 2026

Tags: Admin, Reception, Inventory, Accounting, POS

Improved

• Reception cashier totals now focus on money collected by cashier: customer credit deposits appear under the actual tender method, including cash, card, check, bank transfer, or electronic payment.
• Applied Store Credit no longer appears as a normal cashier payment-method row because it uses an existing customer balance instead of collecting new money.
• Register Close and cashier totals now use separate Start Date, Start Time, End Date, and End Time controls for setting exact close periods.
• Purchase order drafts now make Add inventory results easier to scan by prioritizing the selected supplier's items, tagging them as This supplier, keeping stock counts aligned, and showing one PO-level note that explains supplier units versus Ubik inventory units.

Fixed

• Customer price includes tax now uses the saved inventory or service setting as the only customer-pricing switch, so older CFDI-only tax-included values cannot quietly change estimates, new charges, FiscalAPI product sync, or tiered-price repair previews.
• Accounting > Tax Data now reloads the SAT report when staff change the selected account or date range.
• Editing requested units on suggested PO lines now stays intact when staff add another inventory line before saving the draft.

September 8, 2026

Tags: Admin, Reception, Accounting, POS, Owner

Fixed

• Import Schedules now reads CSV dates using the clinic account's date format: Mexico accounts use day/month/year, U.S. accounts use month/day/year, and unambiguous numeric dates still import when the file uses the other order.
• Partner referral percentage commissions now use the referred appointment subtotal before tax instead of payment totals, so taxes and tax-included prices do not inflate commission invoices.
• Tax Data now recalculates tax for positive-rate taxable rows when older charge records have a zero tax snapshot but a taxable base is available.
• Compact Register Close and cashier totals date-time pickers now stay visible without closing the Reception money menu when staff click the date and time inputs.

Improved

• Customer Memberships platform fees are now billed through the clinic's regular Ubik subscription meter instead of being collected as a Stripe Connect application fee on the customer's membership payment, keeping membership checkout compatible for Mexico connected accounts.
• Partner commission statements now show subtotal before tax beside payment totals, making referral commission audits clearer.
• Tax Data now uses CFDI SAT Tax Object values for VAT sales tabs: 01 appears in VAT Exempt Sales, while 02 and 03 appear in Taxable VAT Sales with filterable Tax Rate and Tax Amount columns, including No rate when rate data is missing.
• Tax Data Sales Summary now splits taxable base and tax collected by tax rate.
• Tax Data sales tables removed the unconnected Treatments column and added hover help for Sales Total, Gross Base, Tax Amount, and Contribution Margin.
• Register Close now closes an exact date-and-time period instead of only a calendar day, so overnight and 24-hour clinics can reconcile shifts such as 9:00 PM to 6:00 AM.
• When possible, a new close starts from the previous completed close for the same drawer or office and fills starting cash from that prior counted drawer cash.
• Register Close history and printouts now show the saved close period, and completed closes are protected against overlapping another completed period for the same drawer.
• Reception cashier totals now use the same date-and-time period picker, so staff can compare cashier activity to the close period they are reviewing.

September 7, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS

Improved

• Complete appointment-type-specific chart requirements now count as 100% chart usefulness, including virtual, laboratory, imaging, boarding, and grooming charts.
• Supporting forms, documents, items, medications, and stay-workflow context can now add extra credit above 100%, while unresolved signals can still lower the score.
• Appointment checkout now flags any deposit remainder when deposit payments are larger than final appointment charges. Staff must settle the remainder as a refund or customer credit before marking the appointment done.
• Register Close, refund records, the customer credit ledger, and customer credit analytics now use those settlement records so tender totals and store-credit balances reconcile.
• Accounting Analytics now explains why Gross Payments can be higher than Cash In: customer credit deposits count when real money is received, while later store-credit redemptions and promotions settle bills without counting as new cashflow.
• Product Performance can now switch between Inventory Group and Inventory Item results, and the product leaderboard is paged 12 rows at a time.
• Tax Data tables now include total rows where sums are meaningful, including VAT sales, customer sales, expanded item lines, and the Sales Summary table.
• Waiver templates now include more automatic variables, including provider license, pet birth date, weekday date, and clinic fiscal/contact details.

Fixed

• Boarding chart scores and suggestions now use boarding condition checks instead of standard vitals that are not shown in the boarding tech chart.
• SAT Tax Data no longer fails while building exempt/taxable VAT sales or sales-by-customer item price rows.

September 6, 2026

Tags: Admin, Reception, Technician, Accounting, POS

New

• Three new reception guides are available for front desk training and day-to-day reference: Reception Portal, creating appointments with deposits, and collecting appointment payments from reception.

Fixed

• Appointment deposit payments no longer trigger the completed-checkout handoff, so collecting a deposit during payment time does not ask staff to close the appointment until a real final payment settles the balance.

September 5, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

New

• Accounting > Payroll now lets admins split an eligible commission line 50/50 with another user. Split details are kept with the sale and included in payroll commission snapshots created from that payroll run.
• Inventory items and services now include one Customer price includes tax setting in the Pricing area, so clinics can keep a final customer price while Ubik backs out the subtotal and included tax.

Improved

• When a customer has other appointments or sales that may need checkout, including payment, pending-discharge, post-operation, or unpaid sale records, Reception and solo-vet Technician Portal checkout now asks whether to pay them all together, pay selected related appointments with the current appointment, or continue with only the current appointment.
• Reception's Ready for Payment tab now uses the same full-page scrollable list height as Active Care, so staff can see more checkout rows before the list scrolls.
• Imaging Study receipt text now preserves line breaks and spacing for multiline report notes, findings, impression, recommendations, and evaluation.
• Adding a customer credit now opens a dedicated receipt in a new tab immediately, using the clinic's default invoice or thermal receipt style.
• Customer-credit receipts now render as payment receipts without appointment or pet details and support the same PDF rendering path as other receipts.
• Creating an appointment with Save and take deposit now opens the appointment receipt after the deposit is saved, before the create-appointment modal closes.
• Payment receipts now label deposit payments and store-credit tenders, including thermal ticket details before the totals.
• Payroll commission tables now keep the Name column fixed, and long Split user menus scroll instead of running off the screen.
• Tax-included catalog prices now show tax as included in charge details and still support older CFDI tax-included records until the new Pricing setting is saved.

Fixed

• Customer Analytics balance-issue status selectors now show translated appointment statuses and disable statuses that cannot be applied inline instead of showing raw hidden status values.
• Expense OCR mobile upload QR codes now refresh after a photo is received, so staff can capture another image without reusing an already-used upload link.
• Fuzzy search results now keep right-side details, such as phone numbers, stock counts, and tags, aligned beside the result name instead of wrapping them onto a separate row.
• Imaging Study printouts now include saved study details, linked images, report notes, findings, impression, recommendations, and evaluation instead of showing only the evaluation text.

September 4, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS

New

• Employee Calendar now includes Import Schedules for creating a week of staff schedules in a grid. Users who can add employee schedules can enter work, Paid Time Off, and Unjustified Absence rows, then paint shifts across selected cells or copy a full employee week from the row menu before saving.
• Import Schedules can import schedule rows from a structured .csv file, including monthly report-style CSVs with summary rows before the real header and separate lunch-out/lunch-return columns. Imported rows open in a review table first, with source employee names beside the matched Ubik employee so unmatched or questionable rows can be fixed before they enter the grid.
• Accounts with AI enabled can now use Describe schedule inside Import Schedules. Select one employee, describe that employee's schedule in plain language, including date ranges and weekday patterns, then review the generated rows before adding them to the grid.
• Expense OCR now lets staff skip PDF pages that should not be imported.

Improved

• Import Schedules now validates the full batch on Save. If any row is invalid or overlaps another schedule for the same employee, Ubik reports the row status and saves nothing until the issue is fixed; adjacent shifts remain allowed. Review rows also show weekday dates and shift duration details.
• CSV schedule import ignores unrelated extra columns and keeps source employee codes as review metadata instead of treating them as Ubik employee ids.
• Chart usefulness scoring now follows the appointment type, so imaging, virtual, laboratory, grooming, euthanasia, surgery, and hospitalization visits are scored against the fields that actually apply to that workflow.
• Surgery scores now use intra-op surgery report vitals, while hospitalization scores use timeline vitals and condition checks from hospitalization reports.
• Expense import inventory search now prioritizes products from the selected supplier and tags matching supplier results.
• Expense rows can calculate tax from linked purchase/invoice lines or picked inventory tax data when imported tax is blank or zero.
• Accounting > Payment Search now lets admins correct payment date, payment method, card/payment type, receipt number, and paid amount directly from the search results.
• Accounting > Payment Search now includes customer-credit additions alongside appointment payments and marks credit rows as Credit added or Credit applied.
• Payment Search results can now sort by customer, user, payment method, card/payment type, amount portion, credit activity, and paid amount.
• Adding non-cash customer credit now requires a receipt number, while credit-card and debit-card deposits can also capture card/payment type.

Fixed

• Expense OCR now preserves line-level tax rates such as IVA(16%) and IVA(0%) instead of applying one invoice-level tax rate to every line on mixed invoices.
• Expense Edit tax and discount percent calculators now stay attached to the row being edited.
• Updating existing payment details such as method or card type no longer revalidates the unchanged paid amount against today's appointment balance.

September 3, 2026

Tags: Admin, Reception, Technician, Inventory, Accounting, Owner

Improved

• Appointment payment summaries now show refunds separately when a refund exists and calculate the remaining balance from net payments, so fully refunded appointments clearly show that nothing is owed.
• Solo-vet Technician Portal payments now start from the appointment action rail, matching Reception's Pay and Pay multiple workflow and removing the older top-bar payment dropdown.
• Appointment Analytics now includes a Customer Credits tab for reviewing credit deposits by customer, cashier, payment method, date, and total.
• Reception cashier totals now call out customer credits received under the actual payment method, so the team can see which cash, card, check, or transfer totals included added customer credit.
• Register Close printouts now include totals by user and payment type, applied customer credits, promotion use, refunds given, and a more compact thermal-printer-friendly layout.
• Inventory items now have an optional Manufacturer field that can be edited from the inventory form or quick edited from Inventory Search.
• Inventory Search can now filter by manufacturer, making it easier to find vaccines and products by maker.

Fixed

• The payment form now clears stale receipt, check, and card-type details when the payment method changes. Debit-card payments can collect a receipt number, and switching back to Full Amount resets the paid amount to the full remaining balance.
• Vaccination certificates now show the inventory item's manufacturer on applied vaccine and medicine rows instead of showing supplier information.

September 2, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications, Owner

New

• Staff Chat now supports group chats, so staff can select multiple teammates, optionally name the group, and keep that conversation in the same Message Center workflow.
• Employee schedules for Paid Time Off and Unjustified Absence now include Absence details. Staff can choose a common reason, enter a custom reason, and mark the absence as planned or unplanned; the saved reason appears on employee calendar entries.

Improved

• Customer Memberships is now included with an active Ubik subscription instead of requiring a paid monthly Customer Memberships add-on item on the clinic's Ubik platform subscription. Customer membership payments carry a 2% platform fee.
• Account Settings and subscription updates now keep Customer Memberships enabled as account metadata without requiring a Customer Memberships Stripe add-on price.
• Customer membership payment reporting now keeps platform-fee and net-amount details from Stripe membership invoices.
• Inventory Analytics now separates inventory log details from user inventory adjustments, with filters for user and adjustment type plus sorting by quantity or package change.
• Partner inventory linking and Inventory Move partner-product searches now respond faster for large catalogs by using more focused active-inventory result sets and a faster indexed search path.
• Accounting Analytics now shows recent supplier payment history inside each supplier group and lets staff review affected expenses before reversing a mistaken supplier payment.
• Appointment deposits now use the normal Payment Method selector, so the team can record the real tender method for cash, card, check, bank transfer, or electronic deposits without a separate deposit-only flow.
• Payment views now show Deposit plus tender details, including check, card, receipt, and customer-credit details when available.

Fixed

• Employee/payroll expenses now stay out of supplier payment balance tracking, preventing a payroll expense from being shown as partially unpaid after its subtotal is edited.
• Inventory screens, purchase-order selectors, and inventory reporting now treat only inventory explicitly marked enabled as active.
• Register Close, Cashflow, payment reports, partner analytics, and exports now group deposits by actual payment method. Only cash deposits affect expected drawer cash; non-cash deposits appear in their matching non-cash totals.

September 1, 2026

Tags: Admin, Reception, Technician, Accounting, POS

Improved

• Appointment Analytics now opens Register Close from a top-right money button, matching the Reception Portal. The Payments tab also shows a total for the visible Paid column, and Register Close cash payments can be hovered to review customer, user, source, time, and amount, including customer credit deposits.

Fixed

• Account Settings now applies the Customer Memberships add-on to the clinic's Stripe subscription when an admin enables it, and shows a billing setup error if the subscription cannot be updated.
• Billing updates now preserve account-backed add-ons such as Customer Memberships, Clinic Insights, and Insurance Claims when admins update subscription details or payment information.
• POS Sale and Inventory Sale payments now load and validate every charge, payment, refund, and adjustment row on very large tickets, preventing valid checkout amounts from being rejected as exceeding the remaining charges.
• Checkout item and charge tables now scroll inside the sale and payment forms, keeping the rest of the controls easier to reach on long tickets.
• Technician portal appointment tabs now close more reliably after a chart is saved and sent to payment, preventing a stale background update from interrupting the screen.

August 31, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

New

• Manual products and services added from chart search, POS Sale, or Inventory Sale now open a compact setup review before saving. Staff can confirm quantities, packages, lots, rendered or dispensed status, private notes, and instructions first. Linked service bundles use one batch setup flow with include checkboxes and product variant selection when needed, while simple barcode or QR scans stay fast unless the item needs attention.

Improved

• Accounting Analytics Cashflow now labels Cash Out as Paid expenses or Paid + pending expenses, making it clearer when the report is showing actual paid cash out versus paid cash out plus committed pending costs.
• Partner-only Cashflow charts and tables now appear only for clinics enabled as partnerable accounts.
• Suggested purchase order lines now explain why Ubik recommended the quantity. Hover the Source > Suggestion tag to see the saved planning snapshot, including typical daily use, current stock, stock already on order, supplier lead time, coverage, reorder targets, and package or supplier-minimum adjustments when available.

Fixed

• The Paid expenses Cashflow view now includes paid expenses even when they are not supplier-linked, while still using supplier payment dates when payment events exist.
• Purchase Orders menu attention counts now load from a shared cache first and run expensive purchase order, partner invoice, and payment checks in a bounded Function path on cache misses, helping large purchasing histories stay responsive.

August 29, 2026

Tags: Admin, Inventory, Accounting, Owner

Improved

• Purchase Orders now opens one Orders portal with Orders you send and Orders sent to you sections. The sender-side PO list appears above purchase suggestions, and draft and sent POs now share one Active tab with issue, needs-action, scheduled, and waiting filters, plus To/From row labels and PO process steppers so teams can start the next step without switching modes. Inventory Move now shows full-screen progress while partner inventory transfers are being completed.

Fixed

• Partner purchase order expenses no longer ask teams to adjust inventory when a Ubik partner transfer already received the stock, and Ubik now blocks duplicate expense-linked stock increases for those already received transfer lines.

August 28, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

New

• Automatic POs can now turn nightly supplier-backed purchase suggestions into scheduled supplier PO drafts for explicitly selected suppliers, with account-level cadence, review time, morning email updates, and a disable auto-send action before Ubik sends the draft. A new Automatic Purchase Orders guide explains setup and review steps.
• Purchase Orders is now a top-level menu group with Orders for branch or buyer work and HQ or warehouse receiving work through Orders you send and Orders sent to you sections, plus Invoices for partner invoices.
• Orders sent to you gives HQ teams a queue for partner POs sent to their account, including a status stepper, transfer readiness, missing inventory links, fulfilled quantities, partner invoices, reported payments, confirmed payments, and remaining balance.
• Orders and Invoices now show PO/invoice cross-references directly in their detail panels and list rows.
• Delivered or closed sender POs now include Create expense from PO, which opens Expense Edit with remaining unexpensed received lines preloaded.
• A new branch inventory transfer guide explains the full loop from inventory need to purchase order, HQ fulfillment, partner invoice, branch payment, HQ confirmation, and Cashflow analytics.

Improved

• Partner-supplier purchase order drafts now include a Quantity basis choice, so branches can request exact Ubik inventory quantities for branch-to-branch transfers or intentionally use supplier purchase-unit conversion when that is the right ordering unit.
• PO shortcuts now show full-screen loading feedback while Inventory Move transfers or Expense Edit draft expense lines are preloaded.
• Inventory Move transfer quantity and package fields now use two decimal places, including package auto-calc previews.
• Inventory Move now defaults to creating a partner invoice after billable partner transfers when supplier mapping and transfer pricing are ready.
• Expense Edit inventory adjustments for partner transfer expenses now let teams choose exact Ubik inventory units or supplier purchase-unit conversion, and stock adjustment starts off when the transfer stock was already received.
• Partner PO lifecycle emails now explain the next step when a PO is sent, a transfer is completed, a partner invoice is created, or the invoice is marked paid.
• Purchase Orders menu links now show attention dots with hover details when drafts, incoming partner orders, invoices, or payments need follow-up.
• Partner invoices now open for review, import to branch expenses, and let already imported invoices record supplier payments directly against that invoice's open linked expenses.
• Partner invoice import now reconciles with expenses already created from the PO, preventing duplicate branch expenses and recovering payment reports when the branch paid before HQ created the invoice.
• Branch supplier payments for HQ-linked partner invoices report the payment to HQ without counting it as posted HQ cash until HQ confirms receipt.
• Accounting Cashflow now shows partner cash in, partner cash out, and net by partner while keeping normal clinical and POS payments separate, and empty cashflow widgets now name the missing report instead of showing a generic no-data box.
• Accounting expense tax and discount percentage helpers now focus the percent input when opened, and pressing Enter calculates the amount and closes the helper.

Fixed

• Orders sent to you now opens Inventory Move with the selected partner PO preloaded even when the receiving clinic is on the reverse side of the partnership.
• Store-credit refunds now create customer credit with a localized ledger note showing the refund amount and date.
• Hospitalization administer saves now stay locked while Ubik records the administration, preventing repeated clicks from creating duplicate application slots.

August 27, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications, Owner

Improved

• POS Sale and Inventory Sale now show selected products and services immediately as saving rows while Ubik creates the final charge, dispense, or render record.
• Sale item searches now fetch the full selected product or service before adding it, so associated inventory and service details are available without a second staff action.
• Checkout payment screens now check membership and customer achievement promotions together and evaluate them against the visible charge list, helping eligible discounts appear faster and more consistently.

Fixed

• Cash receipts now carry forward the cash received and change given when staff use the cash change calculator during payment.
• Sale appointments created from POS Sale or Inventory Sale no longer run unrelated new-appointment side effects such as default appointment services, supplemental-form triggers, or home-service fee checks.
• Ubik now reuses active billing access and staff time-check refreshes so duplicate background requests do not interrupt staff while the app is already loading the same clinic or user state.
• Password updates now handle expired login sessions safely and return staff to login instead of showing an application error.
• Kiosk and Technician Portal screens now wait for clinic and session context before rendering account-dependent content, reducing interruptions during logout, reload, or session teardown.
• Partner inventory auto-linking is now limited to development mode so production partner screens do not accidentally start large inventory matching and bulk-link operations.

August 26, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications, Owner

Fixed

• Lab reference range bars now appear more reliably when imported or OCR-entered analyte results include the unit in the result value, such as hemoglobin reported in g/dL against a g/L rule.
• Baseline analyte reference ranges are no longer incorrectly limited to pets older than one year when Ubik does not have a sourced pediatric range for that analyte.
• Barcode and QR route scanning now ignores malformed keyboard events instead of interrupting the app.
• Inactive-account request screens now keep example email placeholders from breaking the access request form.
• Lobby screen audio announcements now request text-to-speech with the current clinic account and skip safely when account context is unavailable.
• Delete confirmations now prevent duplicate delete submissions and close cleanly if the record was already removed.
• Kiosk camera QR scanning now stops and clears the camera reader before the scanner dialog is removed.
• Service and inventory imports now keep Tax Rate and CFDI tax setup aligned when a tax rate is provided, reducing mismatches between catalog setup, sales tax, and CFDI validation.
• CFDI tax changes for service and inventory items now update the charge-facing Tax Rate used by sales and payment records.
• Appointment creation now preserves selected PM times correctly, so a 4:30 PM appointment is saved as 4:30 PM instead of 4:30 AM.
• General Lab results now recognize units typed directly into the result value when the Units field is blank, improving range evaluation and trend comparisons.

Improved

• Account analyte reference ranges now support month-based juvenile ranges, so sourced puppy, kitten, piglet, and foal intervals can take priority over the clinic's baseline rules when applicable.
• Service search now shows Tax Rate as a percent so admins can review catalog tax setup more quickly.
• Accounting expense type charts now keep a readable width on mobile with horizontal scrolling, and the expense-type detail button stays on the right side of the toolbar.
• Appointment and staff calendars now show event times and time-grid labels in 12-hour AM/PM format.
• Appointment trend comparisons now carry parsed lab result units into matching and conversion.

August 25, 2026

Tags: Admin, Accounting, Reception, POS, Owner

Fixed

• Customer Analytics long-range summaries now load reliably when fee and other revenue rows are included in the selected date range.

Improved

• Register Close now uses the clinic office list for the drawer/register field when offices are configured, and preselects the current reception office for new closes.
• Spanish Register Close labels for cash removed and cash added are shorter, making compact POS layouts easier to read.
• Customer Analytics now shows phone number and email columns in the Loyalty Candidates table, making follow-up outreach easier from the report.
• Clinic Cortex and long-range analytics now use the supported Postgres companion analytics catalog consistently, with obsolete local DuckDB export/query artifacts removed from the active path.

August 24, 2026

Tags: Admin, Reception, Doctor, Technician, Accounting, Owner

New

• Partner clinics can now share linked customer and pet appointment history with a separate directional partnership permission.
• Appointment history in the customer edit journey, technician portal, reception portal, and appointment assistant now shows permitted partner visits alongside local visits.
• Partner history rows show the source clinic and served-by user, are included in paging/counts, and remain read only.
• Appointment journey history now includes a required pet selector so staff can choose which pets to include before viewing history.
• If a pet moves to a new customer, the original customer's journey keeps that customer's historical appointments, and the new customer's pet journey can show earlier appointments with an appointment-customer label.
• AI summaries launched from a partner history row now use the exact selected appointment instead of substituting recent local visits.

Improved

• Journey history cards now have clearer compact headers, grouped timing fields, and fixed footer details for partner clinic, prior customer, and served-by information.
• Inbound referral scheduling now recognizes linked customer and pet records correctly, with clearer "link to clinic" wording during the linking step.
• Supplier payment recording now lets accounting teams select unpaid supplier expenses to pay first from either Accounting > Analytics > Supplier Payments or the supplier history panel.
• The supplier payment modal now includes a date-range finder so older supplier expenses are easier to locate without limiting automatic allocation.
• If a supplier payment is larger than the selected expenses, the remaining amount continues to the supplier's next oldest unpaid expense, preserving the existing oldest-first safety net.
• Time-bearing date inputs now use 12-hour AM/PM display consistently across appointments, hospitalization, accounting, supplier payments, employee schedules, time logs, and account settings.

August 22, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Communications, Owner

New

• Staff Chat is now available as an included add-on for active subscriptions, with an Account Settings switch so admins can enable it per clinic.
• Message Center now has Staff chat and Customer communications tabs, keeping internal team chat separate from customer-facing conversations.
• Staff Chat supports a clinic general room, direct teammate chats, topic rooms, unread counts, an Archive view, and real-time updates while a room is open.
• Staff can start topic chats from customer, pet, appointment, supplier, employee, inventory item, inventory group, service, and diagnosis records.
• A new Staff Chat guide explains general chat, direct teammate chats, topic chats, active/archive rooms, notifications, and the large, compact, and draggable Message Center views.

Improved

• Message Center can now switch between large and compact modes, be dragged around the screen, and use a click-through mode when staff need to work behind it.
• Compact Staff Chat and Customer Communications views now use slide-out left lists so the active conversation keeps more usable space.
• New staff messages can show a compact top-center notification with the sender and a one-line preview.
• Inventory planning now treats outbound partner inventory transfers as demand, so warehouse-style accounts that supply partner clinics can build average daily demand, reorder points, days of cover, and purchase suggestions from transfer movement.
• Inbound partner transfer receipts are excluded from demand calculations, so receiving stock does not inflate purchase suggestions.
• Package-only movement is converted to quantity-based demand only when Quantity per package is configured, keeping purchase suggestions from using raw package counts as order quantity.

August 21, 2026

Tags: Admin, Accounting, Inventory, Owner

New

• Payroll now shows schedule compliance next to each employee, including an on-time percentage and assigned-task completion count for the selected payroll range.
• Expanded payroll time checks now include colored schedule indicators with details for late check-ins, early check-outs, open checks, scheduled breaks, unscheduled gaps, completed tasks, and missed tasks.

Improved

• Partner inventory transfers can now auto-calculate package movement from the quantity being sent when both linked inventory items use bidirectional package/quantity auto-calc and matching Quantity per package values.
• Inventory Move now separates Calculate packages from the Packages amount, so teams can auto-calculate packages from quantity or leave calculation off and enter packages manually for normal partner transfers.
• Inventory Move and Inventory Edit disable package auto-calc with a hover explanation when the linked item setup cannot safely calculate packages.
• Accounting Analytics Cashflow now lets teams choose whether Cash Out is based on supplier payments or expense totals for the selected date range.
• Cashflow totals, trend charts, supplier/type breakdowns, and event rows now follow the selected Cash Out basis, while refunds remain counted as Cash Out.
• Cashflow event rows can now be sorted by helpful columns and filtered by Cash In or Cash Out.
• Partner Analytics now shows selected clinics side by side in comparison tables, making branch-level differences easier to scan than separate cards.
• Metrics can be expanded to review the available rollup details, including payment methods, appointment status/type, and inventory planning buckets.
• Financial Partner Analytics now includes a sales tax mix comparison for sales before tax, VAT-taxed sales, exempt/no-tax sales, VAT collected, sales after tax, and taxed/exempt share by sale date.
• Partner Analytics links now preserve the selected date range and partner accounts, so managers can share or reload the same comparison view.

Fixed

• Adding or saving an accounting expense now handles the expense date correctly instead of stopping on a date helper error.

August 20, 2026

Tags: Admin, Reception, POS, Communications, Owner

New

• Admins can now define customer achievements based on completed visits, completed sales, or charged revenue, including lifetime, daily, weekly, and monthly periods.
• Customer achievements can award a promotion so the reward is suggested on the customer's next checkout.
• Customer achievements can optionally send a customer email when the achievement is earned.
• A new Customer Achievements guide explains how clinics can use achievement rewards to improve retention, encourage repeat purchases, and create their first customer achievements.

Improved

• Customer achievement processing now runs through a background queue and DigitalOcean Function worker, so completing an appointment or checking out does not wait on achievement evaluation, promotion eligibility, or email delivery.
• Earned achievement promotions are tracked and marked redeemed when they are used for payment, preventing the same reward from being consumed repeatedly.
• The achievement editor now uses a filterable promotion selector and keeps optional customer email copy in a clearer section.
• Customer achievement email subjects and bodies now support template variables such as {customerName}, {customerFirstName}, {achievementName}, and {promotionName}.

Fixed

• Achievement Analytics now shows customer names for customer achievements instead of Unknown.
• Sale modals no longer close when the backdrop is clicked, reducing the chance of losing an in-progress sale.

August 19, 2026

Tags: Admin, Reception, Doctor, Technician, Accounting, Owner

New

• Supplier edit now includes supplier payment history with expandable allocations, so accounting teams can see which expenses each supplier payment covered.
• Supplier payments can now be recorded once against the supplier balance instead of being entered separately on individual expense lines.
• Doctors and technicians can now choose Print Chart from the Technician Portal print dropdown to open a compact printable appointment chart without adding any customer send action.
• Employee work schedules can now include expected activities, so admins can assign non-appointment work such as cleaning, inventory, training, phone calls, meetings, or custom clinic activities directly to a shift.
• A new scheduled activities guide explains how to configure clinic activities, add them to work schedules, and have employees log them from the header.
• Register Close is now a saved day-based workflow for shift handoffs and end-of-business close, with drawer counts, cash drops/additions, expected cash, drawer difference, resolution notes, performed-by/handoff/verified-by staff, and close history for the selected day.
• A new Register Close guide explains what register close is, how the numbers work, and the step-by-step process reception should follow at the drawer.

Improved

• Accounting > Supplier Payments now records supplier-level payments and applies them to the oldest unpaid supplier expenses first.
• Supplier pending-payment drilldowns now handle expenses with missing expense dates more consistently, and new expense entries save an expense date going forward.
• The chart printout includes filled appointment details, assigned staff, pet and customer information, clinical notes, vitals, items, services, charges, lab analytes, hospitalization instructions and administrations to date, surgery reports, imaging records, and document names, while leaving supplemental form data out for now.
• The header Log Time hover now shows remaining expected activities for the employee's current shift, opens the time modal with the selected activity prefilled, and stops recommending activities already started or completed that day.
• The Reception Portal money button now opens Register Close first and keeps cashier totals in a second tab, so reception can close or hand off a drawer without leaving the portal.

August 17, 2026

Tags: Reception, Accounting

Fixed

• Default services added automatically to new appointments now start with a normal quantity, preventing zero-quantity service and charge rows.

August 16, 2026

Tags: Admin, Reception, Accounting, Inventory, Owner

New

• Accounting now has an Insurance Claims workspace for clinics that bill insurers for appointments, including carrier profiles, customer/pet coverage links, authorization IDs, claim line review, batch creation, settlement tracking, and insurance stats.
• Clinics can set carrier-specific allowed amounts for services and inventory without changing the normal catalog price. The allowed amount is copied onto each claim line when the claim is synced.
• Appointments can be marked Pending insurance so services and inventory are finalized operationally while the balance waits for insurer payment instead of normal customer collection.

Improved

• Insurance batches can send a structured claim summary email to the carrier and CC the clinic account email. Draft batches can also have unbatched claims added before sending.
• Insurance batches can prepare reviewed CFDI packages using the insurer's SAT recipient details, including payment-complement documents for insurer-pay-later workflows. CFDI issuance stays explicit so teams can confirm the fiscal treatment before sending.
• Appointment and payment screens now show insurance context when an appointment is linked to an insurance claim.

Action needed

• Before issuing insurer CFDI documents in production, confirm the exact CFDI treatment with the clinic's accountant.

August 14, 2026

Tags: Admin, Communications, Accounting, Owner

Fixed

• Morning account notifications now include missing employee schedule warnings when upcoming open days have no work schedules.
• Communications analytics now separates billable WhatsApp usage from inferred outgoing WhatsApp messages, making it easier for admins to compare the Communications tab with billing records.
• Billing usage reporting now avoids double-counting an account when duplicate subscription records exist, and continues tracking metered communications usage while a subscription is past due or unpaid.
• Communications reporting ranges now align more clearly with billing day windows.

August 12, 2026

Tags: Admin, Inventory

Fixed

• Partner Inventory now lets staff remove stale links when the linked partner inventory record no longer exists, then create a new link.

Improved

• Missing partner inventory links are marked clearly and are excluded from transfer selection until they are relinked.

August 11, 2026

Tags: Admin, Communications

Fixed

• Follow-Up schedule setup now lets admins choose treatment schedule triggers from a standard dropdown, so treatment schedule reminders can be configured without hitting the unavailable fuzzy-search path.

August 10, 2026

Tags: Accounting, Inventory

Fixed

• Invoice OCR now creates draft expense rows with the correct description, subtotal, quantity, tax, and discount fields when reviewing uploaded supplier invoices.
• Invoice OCR now reads per-line discount columns, including percentage discounts, and converts them into discount amounts before the rows are saved.

Improved

• The invoice OCR mapping step is stricter about using valid expense fields, so weak AI mapping responses no longer produce blank draft rows.

August 6, 2026

Tags: Admin, Accounting, Inventory

New

• Partner analytics can now compare the current account with approved partner accounts from Partner > Partner analytics or Command Center > Analytics > Partner analytics.
• Each partner account controls its own sharing direction with separate operational and financial analytics permissions.
• Operational partner analytics include appointment, customer/pet, employee, and inventory counts when the receiving user has the matching local permissions.
• Added a new Inventory permission, Can dispense internal use, so admins can control which staff can mark appointment inventory dispenses as internal (non-billable) use.

Improved

• Financial partner analytics stay hidden unless financial sharing is enabled and the receiving user has Accounting view permission.
• Partner analytics follows the existing analytics range behavior: recent ranges use operational data, while longer ranges use Clinic Insights data when available.
• Staff without the internal dispense permission now only see the billable option when adding appointment inventory, the Internal Use toggle on existing lines is disabled instead of hidden, and the Internal Use Report is hidden from their left navigation.

August 5, 2026

Tags: Reception, Doctor, Technician

Improved

• AI Triage consult routing now treats explicit pregnancy or gestation context as reproductive first, even when the owner also describes the visit as a routine checkup.
• Preventive or wellness wording can still be kept as visit context, but it no longer outranks a specific reproductive subject.
• When pregnancy context already answers the first reproductive setup questions, AI Triage now moves to the next unresolved reproductive question instead of switching to a wellness goal question.
• Pregnancy checks, routine postoperative checks, wellness-style status visits, and similar non-problem visits no longer force a generic better/worse/same question when there is no active changing complaint.
• AI Triage now separates the early timing question from the progression question, so it can skip only the part already answered while still asking progression for active complaints.
• Pregnancy duration is kept as reproductive context instead of being treated as the onset of a generic illness.
• New consult AI Triage assignments now use a fresh graph version, so clinics receive the updated status-visit timing behavior instead of reusing an older saved graph row.

Fixed

• Tablet voice interviews now speak the next approved AI Triage question after an owner answer is processed.
• AI Triage consult interviews no longer repeat broad pregnancy/checkup catch-all questions after the owner answers with no changes, a review goal, or a mammary/nipple concern.
• AI Triage tablet endings now allow more time for the final spoken message before returning to the waiting screen.

August 4, 2026

Tags: Reception, Doctor, Technician, Admin, Inventory, Accounting, POS

New

• AI Triage now supports checkup appointments with a separate wellness intake graph, while consult appointments continue to use the existing consult graph.
• Purchase Order Review now has a History tab for completed, canceled, and other non-active purchase orders, with paging and the same supplier cards used by Draft and Sent.
• Admins can now correct calculated inventory sale lines from appointment items, choosing whether to remove the sale line only, remove it and return stock, or convert it to internal use.

Improved

• AI Triage consult summaries now respond better to explicit owner corrections, keeping the current concern and clinical focus aligned with the corrected complaint while preserving the original audit trail.
• AI Triage push-to-talk now keeps pauses inside the same held-button answer, so owners can pause and continue without splitting the intake into multiple turns.
• AI Triage now recognizes reproductive consult context such as pregnancy, gestation, heat, mating, and related Spanish terms more reliably.
• AI Triage voice sessions now keep stronger diagnostics for active tablet sessions, stale Realtime tool calls, push-to-talk capture, and transcription association.
• Checkup AI Triage stays brief and focused on recent changes, diet, vaccines, parasite prevention, medical history, supplements, allergies, vaccine reactions, and the owner's priority for the doctor.
• Checkup intake now asks only missing parts of multi-slot answers, such as vaccine status or parasite prevention, instead of repeating the full question.
• If a checkup reveals an active medical complaint, Ubik preserves the checkup context and moves the session into the existing consult graph for problem-oriented follow-up.
• Checkup summaries now use a wellness-specific format so staff can review preventive context separately from consult-style clinical focus.
• Promotion payments now show the promotion name in the Payments table Payment Information column.
• Inventory corrections now warn admins when a calculated dispense has a later manual stock adjustment, so old sales can be removed without accidentally changing a count that was already audited.

Fixed

• AI Triage skip buttons now advance the active graph question once without turning the skip text into clinical testimony or repeated branch evidence.
• AI Triage manual endings now distinguish normal graph completion from incomplete or staff-forced completion, so staff can see when an intake did not naturally reach the terminal node.
• Total dollar and percent promotions now create one promotion payment for the matching total instead of one payment per charge.
• Promotion payments are capped to the appointment's outstanding balance, so discounts applied after cash, card, or check payments do not create unintended overpayments.

August 3, 2026

Tags: Reception, Doctor, Technician, Admin

New

• Reception now has a Referral Inbox tab for inbound partner referrals, with customer, pet, triage, reason, status, sent date, view action, and inbox removal in one table.

Improved

• AI Triage now uses draft v0.4 starter graphs in English and Spanish while preserving v0.3 for comparison and regression testing.
• The v0.4 graph improves dermatology intake for skin-only concerns, ear-only concerns, mixed skin/ear concerns, head shaking, itching, lesion appearance, body location, and recheck treatment context.
• The v0.4 graph improves urinary intake for current urine output, stream, blood/color/odor/sediment, prior urinary findings, feline household context, litter boxes, water source, and urinary diet.
• AI Triage now records skipped graph questions more explicitly when earlier owner answers already satisfied those questions.
• Dermatology and urinary AI Triage summaries now use clearer staff labels and avoid empty placeholder values.
• The Referral Inbox live view now keeps only active sent referrals visible and keeps the tab badge count in sync.

Fixed

• Employee QR card check-ins now remain checked in after scanning even when the employee's previous activity timestamp was stale, preventing the inactivity auto-close job from closing a fresh time log.

August 2, 2026

Tags: Reception, Doctor, Technician, Inventory, Admin

Improved

• AI Triage tablets now show a clear not-connected screen when the clinic account session is missing, so staff know the tablet must be logged in before reception can send a patient to it.
• The AI Triage assignment modal now keeps offline tablets visible with last-seen context, explains how to reconnect the tablet, and includes a Refresh tablets action.
• Appointment Search now shows the AI Triage CPU status icon beside the Chart usefulness action or score, using orange for pending intake and green for finished intake.
• The v0.3 AI Triage dermatology/ear path now skips timing, location, itch, and ear-detail questions when the owner already gave those details, then asks focused follow-up about prior episodes, appetite, behavior, recent bath or product exposure, treatment, and medical history.
• Dermatology/ear AI Triage summaries now highlight side, appearance, itching, odor, discharge, head shaking, timing, progression, prior occurrence, appetite, behavior, exposure/bath context, treatment, and confirmed history or medication status in readable staff language.
• Inventory current estimate popovers can now show the pending dispenses behind the estimate, including date, customer, pet, amount, and appointment links for follow-up.

Fixed

• Sending an appointment to an offline, unpaired, busy, or missing AI Triage tablet now shows a specific message instead of a generic Error toast.

August 1, 2026

Tags: Admin, Reception, Doctor, Technician, Owner

Improved

• AI Triage now uses a draft v0.3 intake graph with a shorter owner opening path, deeper neurologic and mobility follow-up, shared musculoskeletal details, and a separate treatment question before history and regular-medication review.
• The triage engine now tracks primary and secondary concern branches with completion status, candidate evidence, and branch-decision history so the intake can dig into the right branch without asking every eligible question in global graph order.
• Dense or partial owner answers now skip more already-answered questions while avoiding unsupported negative facts from silence, normal appetite, catch-all replies, or ambiguous bathroom wording.
• Realtime and text-mode AI Triage now use the backend-approved question text more strictly, while OpenAI-backed triage, OCR, AI appointment fill, Clinic Cortex, Self Help, feedback, and kiosk voice paths share the newer Responses API helper flow.

Fixed

• The v0.3 owner intake path no longer asks the old universal safety-screen question, reducing friction for owners already in the clinic while preserving staff review context for potentially urgent intake details.

July 31, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, Owner

New

• Account Edit now lets admins set account country mode to Mexico (+52) or United States (+1), so Ubik can show the right market-specific fiscal tools.
• Appointments now support a Discharge Certificate supplemental form with an auto-filled date, reason for discharge, recovered diagnosis, recommendations, current treatment, observations, and a standard doctor signature line.

Improved

• Customer Analytics > Delinquent now starts with the date-range charge/payment discrepancy table, then shows all-time unpaid appointments as raw appointment rows and grouped by customer.
• The delinquent all-time sections are labeled with All Time so teams can tell which tables ignore the selected date range.
• United States accounts now hide Mexico-specific CFDI, SAT, and FiscalAPI features, skip Mexico fiscal sync work, and show supplier RFC fields as Tax ID where a tax identifier is still needed.
• Discharge Certificates can be opened from the appointment chart or New Technician Portal and print through the same public form, lab receipt, HTML receipt, and PDF attachment paths used by other supplemental reports.
• Reception and Technician left rails now show whether the pet is spayed when staff hover the sex icon, and imaging appointments now use their own radiograph-style icon instead of the laboratory icon.
• The Technician Portal AI Triage review now shows reception's reason-for-visit and note context below the clinical focus section, using a separate visual treatment from the AI-generated summary.
• Inventory Analytics > Planning now lets teams filter planning rows by supplier.
• Inventory purchasing now uses inventory Suppliers consistently when grouping supplier-backed purchase suggestions and linked inventory.

Fixed

• Purchase suggestions now treat blank Max Stock and other optional planning overrides as unset instead of zero and scan all planning statistics, so low-stock supplier-backed items are less likely to be skipped.

Action needed

• Admins should confirm the account country in Account Edit before relying on fiscal workflows. United States mode intentionally hides Mexico CFDI/SAT/FiscalAPI controls, while Mexico mode keeps them available.

July 30, 2026

Tags: Reception, Doctor, Technician

New

• Appointment Search now has a Chart score action that computes chart usefulness on demand and replaces the button with the resulting score.
• Hovering a computed Chart score shows the same good and missing chart summary used in the Technician Portal chart meter.

Improved

• SoloVet appointment creation can now request AI Triage when AI is enabled, then opens the tablet assignment workflow after the appointment is saved.
• The AI Triage assignment modal now stays open until staff use Cancel or Send, reducing accidental dismissals while assigning a tablet.
• Appointment referrals now live in the Technician Portal appointment action rail, using the same plain action styling as the other rail actions.
• Referral partner choices now show only outbound partner agreements the clinic can send to, and the clinic selector shows clinic names without commission details.

Fixed

• The partner referral modal and partner clinic selector now render above Technician Portal form controls.

July 29, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

New

• Inactive accounts now show a focused account status screen with a reactivation request form instead of loading the operational workspace.
• Pet Analytics now includes Health Signals in the Seasonality tab so clinics can see unusual recent increases in documented symptoms or diagnoses.
• Each Health Signal compares the recent half of the selected range with the earlier baseline, normalized per 100 visits.
• Signal cards show the current rate, baseline rate, recent count, baseline count, rate lift, and a conservative severity tag.
• When nothing crosses the unusual-increase threshold, the same panel still shows watched clinical mentions, falls back to appointment type mix when structured clinical mentions are empty, or explains when the range needs more data.

Improved

• Extended Pet Analytics keeps the same Health Signals view for long date ranges when Clinic Insights is enabled.
• Reception and Technician left-rail appointment actions now use compact three-column action groups so translated labels fit more consistently.
• Action buttons now use a more standardized style while payment and discharge actions remain visually distinct.
• The Templates action now fills its compact action column, and History uses the same translated Open label already used by linked appointments.
• Service quantity quick edits now accept whole numbers only, matching the backend rule that service render quantities are non-negative integers.
• Technician Portal treatment schedule summaries now use a lighter refresh path while staff add services, inventory, or charges during charting.

Fixed

• Operational appointment scheduled, checkout-soon, time-check auto-close, and hospitalization reminder emails now skip configured suppressed internal recipients.
• The affected operational notification paths no longer send internal BCC copies where they were previously added.
• Clinic Insights analytics sync and long-range analytics now skip inactive accounts so inactive clinics do not keep consuming analytics resources.

July 28, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

Improved

• AI Triage now handles reassignment more clearly: reception is warned before replacing a pending or finished intake, pending sessions release their tablet, and older finished summaries remain in history instead of being treated as current.
• The owner tablet text experience is smoother, with contained chat scrolling, Enter-to-send, cleaner text-mode startup, right-aligned text controls, and a release path when an abandoned session keeps a tablet busy.
• The intake graph now skips more questions that were already answered in dense owner responses, including timing, appetite, water, urination, medication, and branch-specific details.
• The Technician Portal review now includes a compact non-diagnostic Clinical Focus section so staff can see the main pattern, do-not-miss confirmations, prep hints, and priority triggers without rereading the full summary.
• The transcript now stores and shows AI questions as left-side bubbles and owner answers as right-side bubbles in conversation order.

Fixed

• Text-mode AI Triage no longer repeats the same approved question after an answer is saved.
• AI Triage summaries now keep labels and normalized values in the session language instead of mixing internal or Spanish values into English summaries.
• The layered graph replay stays contained in its frame and preserves a fixed, non-overlapping layout.
• Appointment line-item quick edits now save more reliably when staff change service rendered status, quantity, discount, package counts, or dispense status close together on the same row.

July 27, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting

New

• Admins can now manage reusable appointment templates from Account Edit and configure when templates should apply by appointment type, source, and specialty.
• The Technician Portal can create, update, and apply appointment templates for any appointment type, including selectable chart fields, services, inventory, and stay instructions.

Improved

• Service defaults can now include appointment specialty matching while preserving the existing rule that every configured default dimension must match.
• Search pages now handle accented names more naturally, so searches like Jose, Nunez, Chavez, or Pena can match accented customer, employee, pet, catalog, tag, and manufacturer names.
• Appointment template selection now keeps template type separate from default matching: type controls where the template is manually shown, while defaults control automatic application.
• The AI Triage graph replay now opens as a static layered map, showing question flow, branches, skipped nodes, and the path taken without movable graph nodes.
• AI Triage now uses a v0.2 intake graph with fewer front-loaded universal questions and deeper follow-up questions inside relevant concern branches.

Fixed

• AI Triage is no longer checked by default when reception creates an appointment.
• Blank service quantities now stay zero for service charges and deposit estimates instead of being treated as one billable unit.

July 26, 2026

Tags: Admin, Reception, Doctor, Technician, Owner

New

• Reception can now send an appointment to AI Triage, assigning it to a paired tablet for a guided owner preconsultation intake, including new walk-ins while the appointment is being created.
• The AI Triage tablet uses a graph-driven interview so approved questions, skipped questions, collected facts, and the final non-diagnostic summary stay tied to the appointment.
• Doctors and technicians can review AI Triage results from the appointment chart, including owner-reported facts, transcript context, doctor feedback fields, and the collapsed question graph path.
• A new bilingual blog post explains how AI Triage helps clinics use waiting-room time to support better doctors, faster doctors, and more thorough intake.

Improved

• Reception and Technician appointment lists now show a CPU indicator beside waiting time when AI Triage is pending or finished.
• The tablet intake chat now scrolls inside its panel while keeping the current graph question visible.
• Push-to-talk AI Triage now treats the full button hold as one owner answer instead of letting short pauses split the response.
• Potential emergencies are marked for staff review while the intake continues collecting triage details, instead of sending the owner away from the clinic workflow.
• Self Help now covers assigning AI Triage and finding the staff review summary.

Fixed

• AI Triage summaries now use readable fact labels instead of internal keys such as exposure.concern.
• The triage voice flow now filters unsupported transcript artifacts from the owner response display before they are sent into the graph workflow.
• The closing message now asks the owner to return to the waiting area after the clinic team has what it needs.

July 24, 2026

Tags: Admin, Reception, Doctor, Technician, Owner

New

• The New Technician Portal now includes a live Chart Usefulness Meter beside quick actions, helping technicians see whether the current chart has enough useful context before the appointment is finished.
• A new bilingual blog post explains how clinics can use the meter as a practical chart-completion, coaching, patient-history, and AI-readiness tool.
• Self Help now covers what the score means, how to improve it, and why it is a coaching signal instead of a medical grade.

Improved

• The score updates as useful chart context is saved, including anamnesis, individual vitals, physical exam notes, triage, public notes, private notes, symptoms, diagnosis, supplemental forms, documents, services, and medications.
• Employee statistics, Achievement Analytics, and Clinic Insights can now use the same centralized chart usefulness model instead of relying only on basic notes-and-vitals completion.
• Appointment alerts and item panels now avoid unnecessary reloads when the team edits notes or saves same-appointment fields.

Fixed

• Triage and waiver alerts now react to more precise appointment changes, reducing noisy refreshes while charting.

July 23, 2026

Tags: Admin, Reception, Doctor, Technician, Owner

New

• Imaging Study is now available as a supplemental form that can be added to appointments, including consults and linked imaging appointments.
• Imaging forms can hold multiple named studies with modality, region, views, reason, sedation, contrast, findings, impression, recommendations, and evaluation.
• Appointment images can now be annotated from the imaging workflow with arrows, boxes, circles, and notes, then saved back to the appointment as a marked copy.
• Trends & Comparisons now includes standard appointment vitals so teams can review weight, temperature, heart rate, respiratory rate, and blood pressure over time.
• A new bilingual blog post explains the Imaging Study workflow and when a linked Imaging appointment is the better handoff.

Improved

• Imaging studies can link existing appointment documents or upload new files from inside the form, and those files stay tied to the selected study.
• Imaging reports render a client-safe layout with appointment, pet, owner, study details, evaluation, and linked images when the study is included for the client report.
• Vital inputs in the New Technician Portal now show compact up, down, or stable trend cues when prior values exist, with translated unit suffixes still visible in the field.
• General Lab row trend cues now live in their own compact action-area column, keeping the analyte row easier to scan.
• Self Help now covers Imaging Study setup, linked image behavior, annotated copies, and common reasons a study or image may not appear on a client report.

Fixed

• Deleting an appointment document now removes that deleted file from open or saved imaging studies.
• Trends & Comparisons no longer sends numeric vital values through translation keys, removing noisy missing-message warnings.
• Temporary lab trend console logging has been removed.

July 22, 2026

Tags: Admin, Reception, Doctor, Technician

New

• The New Technician Portal now has a Trends & Comparisons action in the Tools menu so doctors and technicians can review the selected pet's saved lab values, form answers, and patient findings over time.
• General Lab rows now give repeat lab values a compact trend line and status before the row actions, helping the team spot improvement, stability, or concern faster.
• A new bilingual blog post explains how clinics can use lab and form history to see patient progress without leaving the appointment.

Improved

• The comparison tool now uses a compact picker built from the pet's saved history, with source, date range, and repeated-only filters plus chart, timeline, and table views.
• Analyte reference range defaults now cover more top-level patient taxon groups for new accounts, with a backfill path for existing accounts.
• Adding a single appointment now shows the Notes field for every starting status, so staff can capture appointment context before saving.
• Self Help now covers how to open Trends & Comparisons and why a saved value or trend cue may not appear.

Fixed

• Long specialty names in the New Technician Portal left rail now truncate cleanly inside the summary area instead of overflowing.

July 21, 2026

Tags: Admin, Owner, Doctor, Technician

New

• Pet Analytics now includes a Seasonality tab for reviewing patient visit patterns by day, week, or month depending on the selected date range.
• Clinics can now see patient population trend cards for busiest period, top appointment type, rising documented diagnosis/symptom mention, and data completeness.
• Pet Analytics now shows appointment type mix, documented clinical mention trends per 100 visits, and missing weight, date of birth, or taxonomy data.

Improved

• Pet Analytics now uses a full-screen loader during longer analytics requests so staff have clearer feedback while larger Clinic Insights ranges load.

July 20, 2026

Tags: Admin, Owner, Inventory, Accounting, Doctor, Technician, Reception, Communications

New

• Admins can now enable a strict inventory dispense setting in Account Configuration to block active inventory dispenses that would take product or lot stock below zero.
• Customer Analytics users can now open Pet Analytics from the Command Center to review patient taxonomy, latest recorded weight distribution, and current age distribution for pets seen in the selected date range.
• Clinic Insights accounts can now use extended 3, 6, 12, and 24 month windows in Customer, Appointment, Accounting, Inventory, and Achievement Analytics.
• Inventory Analytics now supports long-range controlled medicine reporting, inventory adjustments, unit-cost analysis, and dispense totals grouped by inventory type.
• Admins have a safer development sync picker for Clinic Insights data refreshes, with enabled-account selection, sync freshness details, background batching, and clearer progress logging.

Improved

• Home now opens on the familiar Dashboard tab by default, with the new Command Center available as a separate new tab that loads only when opened and uses a tighter layout with less empty space.
• Long-range analytics now use the Postgres companion analytics provider instead of the earlier MotherDuck path, keeping existing analytics pages on their familiar screens while using synced historical data for larger windows.
• Analytics pages now show freshness and clamped-date notices when a long-range selection ends after the latest completed sync.
• Achievement Analytics now focuses on trend visibility so clinics can see whether performance is improving over time.
• The New Technician Portal appointment summary now keeps customer and pet names compact while showing repeat/new status, preferred contact method, and pet age, breed, and sex as hoverable tags.

Fixed

• Inventory stock blocks now show translated UI errors when strict dispense prevents an item, lot, or internal-use deduction from being saved.
• Viewed and printed waiver receipts now include the pet name inside Patient Info and translate Address, Species, Age, and Color labels in the information boxes.

July 16, 2026

Tags: Admin, Reception, Accounting

New

• Payroll now has a review-first workflow that snapshots salary, commissions, bonuses, and source rows into payroll lines before creating employee expenses.
• Payroll bonuses can be added during review with amount, reason, notes, and created date, giving managers a cleaner way to include one-off employee bonuses.
• The New Reception Portal now includes a collapsible appointment communications widget in the left rail for reviewing appointment message threads from the active appointment.

Improved

• Payroll now shows summary cards, hides zero-hour employees by default with a Show all option, uses bordered/resizable tables, keeps expanded rows open during time-check and bonus updates, and opens linked expense rows through the app-aware route path.
• Payroll time checks can now be added inline, edited without stale totals, and deleted with confirmation from the employee payroll detail table.
• Commission attribution review now explains informational/ghost commissions and prevents Ubik Automation from receiving commission while still showing it as a disabled option for context.
• Customer Analytics now shows the supported average revisit-days metric without the unsupported median revisit-days field.

Fixed

• Removed a duplicate el-icon-suitcase registration that could create console warnings.

July 15, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Communications, Owner

Improved

• Hospitalization and boarding stay instructions now reuse the existing weight prompt when a tiered service or inventory item is added, helping clinics avoid missing weight-based pricing context.
• The associated service and inventory selector now stays open after saving weight on the same appointment and avoids immediately repeating the weight prompt when staff choose to continue without weight.
• Appointment Analytics now adds a summary under the appointments table with average waiting time, average serving time, total charges, average total, and a breakdown by appointment type.
• Staff can now use mobile capture upload from supported upload areas, including appointment documents, hospitalization condition reports, grooming before/after photos, and user, customer, and pet profile photos.
• Employee Clinic Insights now applies the selected employee filter to the bottom table as well as the main analytics view.
• Spanish/Mexico number and currency displays now use dot decimals and the $399MXN style more consistently across the app.

Fixed

• Available appointment slot headings now stay on the selected calendar day near midnight instead of showing the previous day.

July 14, 2026

Tags: Admin, Reception, Doctor, Technician, Accounting, Communications, Owner

Improved

• Grooming forms now support before/after photo capture, coat condition, matting details, nail and ear service choices, requested add-on services, and notes.
• Grooming reports can be printed from the form, Technician, or Reception. Reports show translated form inputs and appointment images without exposing document filenames or document metadata.
• Grooming appointments in Technician now hide clinical charting areas and prerequisite alerts that do not apply to grooming workflows.
• Staff can send a virtual consult link from the Technician send menu using WhatsApp, with the link placed on its own line for better delivery.
• Technician-side virtual consult snapshots can be saved directly to appointment documents.
• U.S. pricing displays now describe appointment-volume plans more clearly across the English promo pricing page and in-app subscription cards, including updated plan prices, appointment overage rates, and website add-on pricing.
• Subscription billing now selects the account market currency for new subscriptions, so Mexico accounts continue in MXN while U.S. accounts can use USD-compatible Stripe prices.
• SAT download and CFDI setup are now limited to Mexico-market accounts across account settings, payment, expense, and backend sync paths.
• Employee Clinic Insights analytics now shows clearer appointment-type workload comparisons with compact progress bars, hover details, clinic median context, chart-score help, and wider comparison columns.
• Clinic Insights historical data refresh tooling now has safer incremental import options and clearer progress reporting, helping analytics-backed dashboards and employee comparisons stay easier to maintain.

Fixed

• Long document upload filenames now truncate with ellipses instead of stretching chart layouts.

July 13, 2026

Tags: Admin, Technician, Inventory, Accounting

Improved

• Service imports now include a Tax Rate column, matching the import guidance for taxable service files and keeping tax handling visible before upload.
• Inventory and service import guidance now explains how to treat tax-inclusive Mexico price lists, including when to use taxRate=16, when veterinary medicine-style items should use taxRate=0, and how to enter pre-tax prices from tax-inclusive source files.
• The hospitalization workflow guide now documents crate-label printing from the appointment Print menu and gives clearer directions for doctors subscribing to hospitalization push notifications.

July 11, 2026

Tags: Reception, Doctor, Technician, Communications, Owner

Improved

• General Lab AI evaluations can now optionally include selected supplemental forms from the current lab appointment, with compact expandable previews and smaller previous-chart pages.
• General Lab AI evaluation text now follows the clinic account language more strictly and returns Markdown-formatted headings and bullets for clearer clinical notes.
• The General Lab evaluation field now includes Markdown preview and reference actions, and lab receipts render the evaluation as a full-width Markdown section near the bottom of the receipt.
• Solo-vet workflows now auto-open newly created hospitalized appointments in the Technician Portal.

Fixed

• The Reception Portal print dropdown no longer crashes for stay appointments because the stay-appointment helper is defined again for the label print actions.
• Laboratory appointments no longer show missing-weight alerts in the New Technician and New Reception Portals.
• Hospitalization and boarding appointments no longer show quantity-not-dispensed alerts that do not apply to the stay workflow.

July 10, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications, Owner

New

• Account admins can now configure Supplemental Forms defaults so selected forms can be created and sent automatically for matching appointment types and workflow moments.
• Accounting Analytics now includes Supplier Profitability, ranking suppliers by revenue, estimated cost, gross profit, margin, units, and distinct products for the selected date range.
• Clinic Insights now includes compact trend charts for growth, financial health, team, and operations signals, including revenue, active clients, team utilization, completed appointments, average appointments per day, wait time, and service time.
• New bilingual surgery and laboratory workflow guides explain how technicians, doctors, and reception teams manage clinical stages, labels, documents, lab panels, reports, charges, and payment handoff.

Improved

• The New Technician Portal now restores diagnosis-linked service, inventory, and instruction recommendations, and marks linked items that are already on the chart before staff select them again.
• Linked service and inventory bundle selection now uses include checkboxes plus quantity inputs for both services and inventory, with selected stay quantities applied to hospitalization and boarding instructions.
• Technician Active Care now includes waiting surgery, hospitalization, and boarding appointments, and both Technician and Reception Active Care include pending-discharge work.
• The New Reception Portal can now handle scanned employee QR codes and open the existing time check-in/out confirmation flow without leaving the front-desk screen.
• The employee check-in/out modal now shows the staff member name and current check time before confirming check-in or check-out.
• Follow Ups in the left rail now defaults collapsed in the New Technician and New Reception Portals, keeping the count visible while reducing rail height.
• Hospitalization and boarding appointments no longer show missing-weight alert chips or inline missing-weight prompts in the portal rails.
• Hospitalization stay instructions now open their editor automatically after a product or service is added, including direct search, associated-item selection, and barcode or QR inventory adds.
• Hospitalization schedules now include a Condition Checks tab for chronological review of saved checks, and day report tags open a delayed sticky preview with cleaner vitals, symptoms, notes, documents, author, and edit details.
• Clinic Insights now explains account data coverage more clearly, uses localized Spanish section context, and avoids internal appointment-source labels in AI narratives.
• Clinic Insights AI narratives now fetch section-specific evidence and show a translated empty state when a section does not have enough generated facts to summarize.
• Receipt, certificate, prescription, lab, estimate, waiver, and thermal receipt dates now use the clinic account time zone more consistently.
• New Technician and Reception Portal appointment summaries now show the pet's age alongside pet and appointment context.
• Local WhatsApp document, waiver, and receipt share messages now place public links on their own line so mobile phones are more likely to recognize them as tappable links.

Fixed

• Multi-appointment payment receipts now auto-open only when every selected appointment is fully paid, and the receipt dropdown includes an All receipts option for manually opening the combined receipt.
• Lab receipts now translate the General Lab evaluation label correctly in Spanish.
• Clinic Insights charts and AI narratives now use separate backend payloads so chart rows and evaluation facts do not overwrite or crowd each other in cached responses.
• Sale appointments with removed charges but existing payments can return to the payment step so abandoned payments can be deleted before canceling the sale.

July 8, 2026

Tags: Admin, Reception, Doctor, Technician, Communications, Owner

New

• Patient Signals higher-level AI reviews can now include Clinical paths: clinician-facing considerations, next checks, and possible follow-up directions based on the results of those checks.
• Patient Signals full audit can review a broader patient timeline, including appointments, labs, specialty forms, services, inventory, documents, and hospitalization or boarding workflow context.

Improved

• Heavy Patient Signals full audits now run as background jobs with queued/running status, longer timeouts, larger output budgets, and temporary shared result storage so the portal can keep working while the audit completes.
• Appointment alerts across the new portals now use compact left-border panels with centered text, smaller fixed-width inputs, and actions that fit better in Technician and Reception layouts.
• Forms sent from the actions widget now refresh into the active Technician Portal supplemental forms section as soon as the form is created.
• Appointment creation only shows Private notes while setting up scheduled appointments, keeping walk-in and active appointment creation simpler.

Fixed

• Lab and specialty receipts now respect the selected form type and exact saved form record, so printing one form no longer prints every specialty form on the appointment.

July 7, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Communications, Owner

New

• Services and inventory items can now have Default waivers. When an eligible item is added to an appointment, Ubik can automatically create and send the configured waiver through the existing customer communication flow.
• General Lab now includes rapid/SNAP-style presets for CANIV-4, 4Dx, extended vector-borne panels, heartworm, FeLV/FIV, feline triple, canine coronavirus, parvo/corona, Giardia, distemper, and gastrointestinal rapid panels.

Improved

• Default-waiver setup is conservative: templates with staff-entered fields cannot be selected, existing pending or signed waivers are not resent, and sends require customer communications plus a reachable email or WhatsApp preference.
• Technician and Reception waiver alerts now include pending unsigned waivers created from service or inventory defaults, and signed status follows the appointment waiver record.
• Service Search now uses a Go To action dropdown with Create treatment schedule and Edit actions, while Service Search and Inventory Search can show configured default waivers.
• Past documents now has tabs for this appointment, this pet, and this customer, with pet and customer history loaded only when opened.
• Rapid-test presets now create localized qualitative analyte rows with blank result fields and Negative as the expected reference result, so doctors can fill positive or negative results without retyping common antigen and antibody rows.
• The Apply preset menu is grouped and scrollable, keeping core panels, vector-borne tests, feline tests, fecal/viral tests, and wellness profiles easier to scan as the preset library grows.
• The SNAP method label now reads Rapid test / SNAP so the same workflow can fit IDEXX, Bionote, Vcheck, and generic rapid cassette tests.

Fixed

• Removed noisy console warnings from general lab flags, patient signal tags, and fuzzy-search selections, and made local waiver document links stay on the current app/server during testing.

July 6, 2026

Tags: Admin, Reception, Doctor, Technician, Accounting

Improved

• The New Technician Portal Notes to Customer editor now opens Markdown preview in a modal from an eye-icon Preview action, keeping the notes and documents row aligned.
• Notes to Customer now includes a right-aligned Markdown reference popover under the textarea so staff can review headings, bullets, numbering, bold, italic, links, paragraph spacing, dividers, and inline code.
• New Technician Portal left-rail actions are cleaner: expanded treatment schedule and linked appointment widgets hide redundant header Open links, linked appointment rows can open directly in the New Technician Portal in a new tab, and Spanish action labels now use action wording such as Abrir and Agendar.
• Treatment Schedule Edit step bodies now stack cleanly on medium screens while keeping the When section grouped and its controls capped to a readable width.
• Promotion Edit now supports deletion through the existing conflict-check flow, blocking deletion when the promotion is still used by pending appointment promotions, payments, or expenses.

Fixed

• Appointment Search now sends the Edit action for sale appointments to Appointment Edit, while the separate Sale action continues opening the sale screen.
• Daily account activity date ranges now tolerate account time zone problems and date-fns-tz version differences more reliably.

July 5, 2026

Tags: Reception, Doctor, Technician, Owner

Improved

• Laboratory receipts now show attached image documents in an image grid across the active printed, shared, emailed, and WhatsApp receipt output instead of reducing them to filenames.
• Image document filenames now appear as small captions under each image, and image detection recognizes document type, MIME type, filename extension, or file URL extension.
• Hospitalization item rows now use compact hover icons for products, services, and owner-supplied items so staff can identify each item type without wide text tags.

July 3, 2026

Tags: Reception, Doctor, Technician, Inventory, Accounting, Owner

New

• Inventory items can now define a Default quantity, so direct chart adds can prefill the clinic's usual quantity for that item instead of always starting at 1.

Improved

• Inventory default quantities are available in Inventory Edit, Inventory Search, data import, appointment charting, hospitalization, laboratory, surgery, and associated item selection flows.
• Appointment estimates can now include an optional pet selection, use the selected pet's latest non-zero weight when available, and show customer, pet, and weight details on printed or shared estimate receipts.
• Tier pricing tags in appointment item tables now show all configured weight tiers on hover, with the active tier emphasized.
• Customer payment and charge history now includes a Go To menu for opening the related appointment in the New Technician Portal or New Reception Portal.

July 1, 2026

Tags: Doctor, Technician, Reception, Inventory, Accounting, POS, Owner

New

• General Health is now available as a supplemental/specialty form for appointments, with translated dropdowns for body condition, skin and coat, head exam findings, mucous membranes, lymph nodes, reflexes, auscultation, pulse, and abdominal palpation.

Improved

• General Health forms can be saved, shared through public specialty-form links, and included in printed or shared specialty receipt summaries in English or Spanish.
• When an appointment weight changes, staff can now review existing weight-tiered service and inventory charges and apply safe recalculations before checkout; rows are blocked when the appointment is finalized, paid, refunded, manually priced, returned, invoice-locked, stale, or missing a matching tier.
• Tiered services and tiered inventory items now use the same weight prompt before adding them to an appointment or sale, reducing accidental base-price charges when weight has not been saved yet.
• Receipt signatures now show the assigned professional's license on its own translated Professional license line instead of inline with the name.
• Receipt, certificate, prescription, lab/specialty, estimate, and waiver print layouts now use tighter vertical spacing so shared and printed documents fit more cleanly on the page.

June 30, 2026

Tags: Admin, Technician, Inventory, Communications, Owner

Improved

• Inventory Search now includes an editable Instruction Questionnaire column so staff can toggle the instruction mode without opening the full item editor.
• The New Technician Portal appointment workspace is cleaner, with fewer redundant headings, directional appointment-flow steps, better two-column flow layout on phones, and rail summary badges that hide while their widgets are open.

Fixed

• Billing-gated accounts now show a Sign Out button so staff can return to login and choose a different account when they need to switch clinics.
• Appointment communication history now fills appointment type text more reliably in reminder previews, including newer appointment types and older stored messages that still contained known template variables.

June 29, 2026

Tags: Reception, Doctor, Technician, Inventory, Accounting, Owner, Admin

New

• Inventory Search, Service Search, and Inventory Group Search now include a Create Treatment Schedule action that opens a new prefilled schedule for the selected item.
• Treatment Schedule Edit now includes AI Assist for AI-enabled clinics, letting staff generate or review a schedule proposal from the selected item and their clinic notes before applying it.

Improved

• Appointment product and service search sections now include a Show all action with a paged results table, so staff can select matches beyond the first five suggestions without changing the normal add-item workflow.
• New treatment schedules opened from inventory, service, or inventory-group search now prefill the selected item and schedule name, and step timing controls now fit better inside the When box.
• Treatment Schedule AI Assist now switches between generate and check-my-work behavior based on whether the schedule is empty, explains when it is disabled until an item is selected, and keeps AI proposal text aligned to the account language.
• New Technician Portal rapid charting controls now refresh per appointment tab, so symptoms and diagnosis selections do not visually carry over when switching between open charts.
• The dental specialty form now charts all four Triadan quadrants with translated maxillary and mandibular row labels, and printed/shared dental summaries group tooth states by those same quadrants.
• The ophthalmic form no longer uses a movable divider between right-eye and left-eye sections; those sections stay split left/right except on phone widths, while fields inside each side stay single-column below 1300px.
• Printed and shared specialty-form summaries now translate saved section names, field labels, nested groups, and selected option values across lab, grooming, dental, ophthalmic, large-animal, and general-evaluation forms.
• Prescription receipts now show Prescription as the document title and label customer-facing notes as Medical Instructions, while certificate receipts now use translated labels throughout the active shared renderer.
• Inventory Search now lets staff sort the Vaccine column to group vaccine and non-vaccine inventory rows.

Fixed

• Payment checkout now handles larger appointment billing histories when checking paid-in-full status and opening receipts after payment.

June 28, 2026

Tags: Reception, Doctor, Technician, Inventory, Accounting, Owner

Improved

• Inventory, lab, estimate, and certificate receipt previews now include a Print action that prints the receipt document directly.

Fixed

• Receipt, certificate, estimate, and lab previews now print without browser scrollbars appearing on the page when staff print locally.

June 28, 2026

Tags: Admin, Reception, Technician, Inventory, Accounting, Owner

New

• Home now opens to the Clinic Command Center, a permission-aware dashboard with compact clinic status, role-focused summaries, and quick paths into portals, searches, analytics, inventory, and payroll.
• Clinic Insights-enabled accounts can now see historical dashboard context such as 14-day comparison chips, trend bars, hover medians, and per-employee utilization trends for staff who worked today.

Improved

• Dashboard widgets now collapse cleanly when a user does not have permission for a section, so limited roles no longer see awkward blank spaces.
• Stock Pulse now includes expiring inventory and purchase-suggestion context when available.

Fixed

• The Collected dashboard value now totals all payments recorded today instead of falling back to a narrower POS sale total.

June 25, 2026

Tags: Reception, Technician, Inventory, Accounting, Communications, Owner

New

• The New Reception and New Technician portals now have an Active Care tab with filters for active hospitalization, boarding, pre-op, and post-op appointments.
• Pet vaccination certificate receipts can now be shared with customers by WhatsApp PDF link or email attachment.

Improved

• Receipt PDFs shared by WhatsApp or email now render through Api2Pdf using the same public receipt pages, improving reliability while keeping Ubik's fallback PDF generator available.
• Customer-facing public notes now keep typed line breaks, spacing, tabs, and Markdown formatting on receipts, customer portal pages, and clinic portal previews.

Fixed

• Checkout now preserves directly added chart services and inventory items on hospitalization and boarding appointments, while scheduled stay-instruction items still sync from recorded administrations.
• Customer portal QR blocks on eligible payment receipts are now clickable in the receipt preview and open the customer portal in a new tab.
• Customer portal pages now show the clinic logo correctly when opened from a receipt QR link.

June 23, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Owner

Fixed

• Ubik now retries temporary server timeouts before showing an error, reducing one-off failures while loading customer, pet, appointment, and analytics data. If a timeout still cannot recover, staff see a normal connection message instead of a raw technical response.
• Google Home customer announcements now show a Chrome-only message in unsupported browsers and no longer crash Safari when staff leave the technician view.
• Appointment waiver receipt links shared by WhatsApp or email now use the styled PDF renderer path when available, matching the other receipt links.

June 21, 2026

Tags: Admin, Reception, Doctor, Technician, Communications

New

• Follow Ups can now use treatment schedules as source triggers and can suggest the next service, product, inventory group, or appointment type internally in the new Reception and Technician portals.
• Follow Up stages now have a Send customer message switch, so clinics can keep a stage internal-only while still using the same follow-up timing rules.

Improved

• Admin navigation now groups Treatment Schedules and Follow Ups under Automations.
• New Reception and Technician portal appointment rails now show Follow Ups from both configured follow-up suggestions and existing unrendered or undispensed future appointment items, with scheduling shortcuts for each source.
• Follow Up setup now warns that stages are based on the original trigger instead of the previous stage, and suggestions are skipped when the next target was already completed or scheduled near the due date.

Action needed

• Admins should leave Send customer message enabled on stages that should continue sending automated messages; turn it off only for internal scheduling prompts.

June 20, 2026

Tags: Admin, Reception, Doctor, Technician, Owner

New

• Clinic Insights is available for enabled accounts as an admin-only Home navigation item, with tabs for growth, financial health, operations, team, products and services, and items needing attention.
• Patient Signals in the New Technician Portal and New Reception Portal now surfaces rule-based appointment, pet, and customer context without relying on the older stored Cortex backfill model.
• Admins can run Clinic Insights account sync from User Edit in development/operator workflows while the nightly sync remains disabled.

Improved

• Clinic Insights fact cards now include formatted values, human-readable dates, question explanations, query parameters, and citations that link back to the relevant Ubik source.
• Each Clinic Insights topic can generate a cached narrative review with source citations, plus upgraded review tiers when deeper analysis is needed; newer-clinic evaluations treat account creation as the hard analytics start instead of extrapolating earlier history.
• Patient Signals now links recurring stay/procedure, complex-visit, recurring-condition, and long-term weight evidence back to the relevant source appointments, and hospitalization/boarding signals can flag missing instructions, overdue administrations, and linked items still needing rendering or dispensing.
• Treatment schedule checks now use the same adherence logic in the Technician Portal schedule rail and Patient Signals, grouping due, overdue, catch-up, 30-day attention, and adherence-risk details into one patient signal.
• Reception patient signals can now include customer-level context such as unpaid appointment history and cancellation patterns.
• Clinic Insights MotherDuck read queries now run through MotherDuck's hosted HTTP endpoint, so deployed Node containers do not need DuckDB CLI or native DuckDB bindings.

Action needed

• Clinic Insights requires the account-level Clinic Insights subscription flag and AI access before admins can use the new page and signal features.

June 18, 2026

Tags: Reception, Technician, Inventory, Accounting

Fixed

• The New Reception Portal now includes pet certificate printing, and its print dropdown now matches the New Technician Portal with grouped receipt, document, lab, waiver, and crate-label actions where they apply.
• Mixed package/quantity returns now let teams return loose quantity and package portions separately, even when the original sale was saved as one bundled charge.
• Inventory refunds now keep the return amount and restock decision separate, so teams can refund without restocking or restock the exact package and quantity amounts returned.

Improved

• The New Reception Portal and New Technician Portal now show the current appointment weight beside a green or red comparison against the last non-zero recorded weight.
• Inventory Returns now shows payment methods and total paid in each appointment row and expanded return panel.
• The Refund modal now shows original payment methods, payment dates, and total paid before the refund is completed.
• Partial package/quantity returns now keep returned subtotal, tax, total, appointment balances, payment statistics, and sales reporting aligned.

June 17, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting

Fixed

• Inventory dispenses now keep loose quantity and package billing separate: quantity-only lines stay quantity-priced, package-only lines stay package-priced, and mixed package/quantity dispenses calculate as one charge.
• Mixed inventory charges now use the combined saved subtotal for discounts and tax, preventing package auto-calc from turning a quantity edit into a zero-dollar package charge.
• Internal Use mode now carries through product selection and variant dialogs, so internal-use products are created as no-charge internal dispenses.

Improved

• Appointment estimates now include an estimated weight field before products and services are added, so weight-tiered quote lines can use the matching tier price instead of falling back to the base price.
• Estimate rows show the same compact Tier marker when a weight tier is applied, making tier-priced quote lines easier to confirm before printing or sharing.
• Inventory items now use a clearer Bidirectional package/quantity auto-calc setting. When it is enabled, quantity and package dispenses update each other using quantity per package; when it is off, package and quantity stock stay separate.
• Mixed inventory charges now show a hover breakdown in appointment items, payment charge views, and the deposit calculator so teams can see the package and quantity math.

Action needed

• Inventory managers should review package-split items and leave Bidirectional package/quantity auto-calc off for products where packaged stock and loose quantity are intentionally tracked separately.

June 10, 2026

Tags: Inventory

Fixed

• Inventory Audit now records a nightly calculation cutoff even when the counted quantity does not change, so earlier pending dispenses are not subtracted again after a valid shelf count.
• Positive lot-tracked audits now preserve audit behavior while still updating the selected lot, instead of behaving like a simple Add.

Improved

• Inventory Adjust and inventory estimate popovers now explain when to use Add versus Audit and how pending dispenses affect the overnight inventory calculation.

June 9, 2026

Tags: Inventory

Improved

• Inventory Search now shows a health bar for each visible item, using the latest planning statistics to compare current stock, on-order quantity, reorder point, and max stock where configured.
• Inventory Analytics and Inventory View now show the same health indicator, so teams can scan planning risk from search results, the planning table, or an individual item without opening extra reports.

June 8, 2026

Tags: Reception, Technician

Improved

• New Reception Portal now supports customer and pet QR check-in, live updates for opened appointment tabs, and editable appointment type, contagious, and temperament fields in the current appointment summary.
• New Technician Portal now shows the full appointment alert set from the legacy chart view, including unpaid prior appointments, missing pet or appointment details, communication preference, QR enrollment, and unsigned waiver alerts.

June 7, 2026

Tags: Admin, Inventory, Accounting

Fixed

• Disabled inventory items now stay out of current inventory planning, lot analytics, dashboard stock counts, purchase suggestion review, and inventory notification emails.
• Historical receipts and sales reports still keep past inventory names so completed transactions remain auditable.

June 6, 2026

Tags: Reception

Improved

• Appointment navigation dropdowns now include New Reception Portal wherever New Technician Portal is offered.
• Reception appointment actions now show customer-facing notes and private notes in the main workspace, surface alerts plus editable priority, weight, triage, and assigned-to context, keep Pay as the default active-appointment action, offer Pay multiple for choosing any subset of open appointments, add compact product/service icons in the item table, and add a Send dropdown for waivers, forms, and past documents.

June 5, 2026

Tags: Admin, Reception, Doctor, Technician

New

• New Reception Portal is available as a separate portal option with a compact queue-first layout for appointments, ready-for-payment work, opened appointments, and checkout actions.
• Reception now has a Follow-ups queue that highlights appointments with unrendered services or undispensed products that should be scheduled before the customer leaves.

Improved

• Lab Edit now matches common Spanish CBC and chemistry analyte names, such as GLUCOSA, CREATININA SERICA, Leucocitos, Eritrocitos, and Plaquetas, to compatible analyte reference ranges without changing the imported report text.
• Known compatible unit pairs are converted internally for range matching, so a GLUCOSA result in mg/dL can use a Glucose rule configured in mmol/L while the range indicator shows comparable min and max values in mg/dL.
• Account analyte reference ranges now support aliases, so admins can add provider-specific lab wording to an existing canonical rule instead of duplicating the same range.
• AI lab evaluations now start with panel findings instead of a redundant opening summary, then include differential diagnosis comparison, treatment considerations, and an overall assessment.
• Follow-up scheduling from reception now reuses the existing future-appointment workflow, so pending products and services can move onto the newly scheduled linked appointment instead of being recreated manually.

Fixed

• Spanish lab imports can now use alias and known-unit matching for high, low, and normal range indicators when the sample type and patient details are compatible with the configured rule.

June 4, 2026

Tags: Reception, Doctor, Technician

New

• Technician Portal now supports hospitalization and boarding appointments directly in the redesigned workspace, with stay summaries, contagious toggles, editable check-in/checkout dates, stay instructions, owner-supplied items, condition checks, checkpoints, timelines, and stay-aware discharge/payment handling.
• A new Inpatient tab shows currently hospitalized and boarded appointments separately, so active stays no longer depend on the normal appointment-list date filter.
• Discharge now lives in Appointment Actions, while hospitalization/boarding templates live in the stay workspace beside the instructions they apply to.
• Laboratory appointments now live directly in the redesigned workspace, with lab results, document extraction, lab AI assistant access from the quick-actions menu, and lab result/crate-label print actions.
• Surgery appointments now get a surgery-specific workspace section for intra-op vitals reports, pre-op label printing, and a surgery-aware flow from waiting through pre-op, surgery, post-op, optional pending discharge, and payment.

Improved

• The Technician Portal quick-actions button now groups Chart AI, Lab AI, Hospitalization/Boarding AI, and Doctors Notes into one floating menu so bottom chart controls stay easier to reach.
• Appointment flow steps can now be clicked directly to update the appointment stage while preserving assignment, clock-in, and solo-vet payment behavior.
• Hospitalization/boarding templates now leave linked products and services pending so discharge/payment calculation can use the actual administered quantities.
• The lab panel is more compact, keeps document extraction beside the panel actions, and allows every panel, including the last panel, to be removed.
• Linked appointment creation now includes hospitalization and boarding and uses appointment-type-aware default statuses for hospitalization, boarding, and surgery.

June 3, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Owner

New

• Technician Portal now has a redesigned two-column workspace with current appointment details, appointment actions, alerts, communications, history, linked appointments, treatment schedule summaries, supplemental forms, documents, products, services, and faster charting in a denser layout.
• The redesigned chart workspace now includes an appointment-flow handoff that shows waiting and serving time, then sends the appointment to payment from the chart.

Improved

• Inventory Analytics now shows a paginated Dispense sums by inventory group table above the Dispenses over time detail table, including dispense events, distinct items, quantities, packages, and estimated values.
• Inventory Analytics Dispenses over time now supports ranges up to 31 days and keeps longer analytics requests lighter.
• Kiosk check-in now accepts hardware barcode/QR scanner input in addition to the existing camera QR scanner.
• Appointment waiver receipts now include Print, WhatsApp, and Email actions so signed waivers can be printed or sent to clients from the receipt view.

Fixed

• Appointment waiver receipts now hide the main Ubik app header so tablet and print-style receipt views open as clean full-page documents.
• Appointment waiver receipt signature blocks now keep the customer signature and signer name inside the receipt line, and use the full owner name when the signer text is only a truncated prefix.
• Inventory Adjusts expanded dispense lists now show the product that was dispensed alongside the quantity, customer, pet, and technician details.

June 1, 2026

Tags: Admin

Improved

• User Analytics now hides employees whose selected date has no assigned appointments, logged hours, serving time, activity time, utilized time, or utilization percentage, keeping the table and charts focused on employees with activity.

May 31, 2026

Tags: Admin, Inventory, Accounting

Improved

• Service Performance and Product Performance now let teams filter the name column directly in the table header while keeping the column sortable.
• Service Performance and Product Performance now include a View column that opens the related charge lines, including customer, pet, appointment, creator, date, pricing, discount, tax, return, and total details.
• Hovering Service Performance and Product Performance trend points now shows the date and time, not only the time.
• Service Performance and Product Performance now show Avg Cost from the actual average charged subtotal for the row.
• Service Performance and Product Performance now omit catalog items that have no related charges in the selected range.
• The Performance tab now gives Product Performance and Service Performance separate full-width rows, flexible columns, and a pinned View action so the tables have more room.
• Product Performance now labels each row as an Inventory Group or Inventory Item.

Fixed

• Service Performance and Product Performance revenue now use the saved charge subtotal, including tier pricing, manual price edits, discounts, and returned quantities, instead of multiplying units by the current catalog price.

May 29, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, Communications, Owner

New

• Self Help now has a stronger support automation system behind the same Help experience. It can answer more Ubik workflow questions, use the current page context when safe, and send a human escalation with the conversation details when support needs to step in.
• Customer QR links now open a tabbed QR page. The first tab shows the customer's QR, and each pet gets its own named tab with a pet QR that can be scanned for appointment creation, check-in, sales, lab, surgery, and hospitalization workflows. Clinics can also open or download an enrolled customer's pet QR from Pet Edit.
• Clinics can enable a new customer portal from Account Configuration. Eligible payment receipts can print a small QR next to the signature line so customers can open an unauthed appointment page with chart notes, vitals, symptoms, diagnoses, documents, products and services, prices, and payments while private notes stay hidden.

Improved

• Self Help now has broader English and Spanish support coverage for appointments, reception, WhatsApp, email, inventory, purchase orders, suppliers, permissions, payroll, reports, billing, imports, bugs, and feature requests.
• Self Help answers in the language the staff member types and escalates sooner when it is not confident, when it lacks reliable guidance, when a diagnostic check fails, or when the issue needs human review.
• Customer Edit and Customer View now show appointment history, payments, charges, and delinquent appointments in lazy-loaded history tabs. Payment and charge tables include totals plus pet and user filters so teams can review one customer's financial activity without leaving the customer record.
• Customer Edit now has a Communications tab with a paged thread history table. Staff can review sent and inbound communication entries with dates, type, status, template, appointment, subject, message ID, source communication, message preview, and attachments without sending a new direct message from the customer record.
• Follow-up stages can now suppress a reminder when the same pet recently received selected services, products, or appointment types. Suppressed reminders are logged in customer communication history and the Customer Analytics communications tab instead of silently disappearing.

Fixed

• Technician payment dialogs now stay open after partial payments and only close when the saved payment fully pays an appointment.

May 28, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS

New

• The Account menu now shows Help, with a Self help tab where staff can ask Ubik workflow questions and get answers from the Help knowledge base before opening a report.
• Partnerships can now store an inventory sale cost-plus percentage for each direction, so two partner clinics can sell inventory to each other with different default premiums.
• Inventory Move now asks the sending clinic to confirm partner transfer prices before sending. Staff can use cost, the partnership cost-plus default, or custom prices per line.
• Sent partner invoices now email the receiving clinic with invoice details and a direct link to Partner Invoices.
• Expense Edit now has a Build from PO dropdown next to OCR. Accounting can pick a fulfilled or closed purchase order and create pending expense rows from its remaining lines.

Improved

• Issue reporting now lives in a separate Report an issue tab, so bug and request reports still capture page context, screenshots, and chat details without mixing in self-help questions.
• Self help now answers common workflow questions more directly. For example, receptionist questions about creating a consult appointment should return the Reception Add appointment steps instead of generic follow-up questions.
• Partner PO transfers now keep the confirmed sale amounts on the delivered purchase order, so PO-backed inventory sales can be turned into expenses from the PO instead of a separate partner invoice prompt.
• Receiving clinics now get an email when partner inventory transfers are completed. The email shows whether the transfer was linked to a purchase order, links to Expense Edit, and lists each item with the sent amount plus receiver-side before and after inventory values.
• Invoice emails are sent for manually sent partner invoices and commission settlement invoices.
• Purchase-order-built expense rows keep the supplier, order or invoice reference, inventory item, final partner transfer amount when available, estimated line cost fallback, requested quantity, and PO/line links together for easier audit review.
• Purchase orders that are already fully linked to expenses stay out of the builder, while partially expensed orders remain available for the lines that still need review.

May 27, 2026

Tags: Admin, Inventory, Accounting

New

• Partner purchase orders can now be sent without creating a supplier portal. When a mapped partner supplier is used, the order becomes available to the source clinic from Inventory Move.
• Inventory Move now includes a partner purchase order selector. The source clinic can select a partner or click one of that partner's active purchase orders, with each PO showing its sent date and time.
• Sent partner purchase orders now email the source partner with a direct link to the Inventory Move tab.

Improved

• Loading a partner purchase order stages linked inventory transfer rows automatically and keeps the purchase order reference on the saved transfer logs for audit context.
• Partner purchase order transfers now track fulfilled quantities, keep partial orders active with only the remaining quantity, and mark fully fulfilled partner POs as delivered.
• Inventory Manage search results now show the primary supplier name for each item and use shorter column headers, making purchasing context easier to scan.
• Purchase Order Review now loads active purchasing work more efficiently on accounts with many open suggestions.
• Normal supplier purchase orders continue to use the existing WhatsApp and supplier portal flow.

Fixed

• Canceled, closed, or delivered partner purchase orders no longer remain visible or selected in the Inventory Move partner purchase order selector.
• Closing or clicking the What's New login notification now keeps that notification dismissed for the rest of the current day without clearing the unread indicator.

May 26, 2026

Tags: Admin, Reception, Technician, Inventory, Accounting, Owner

New

• Added a Partner Invoices page so admins can review received and sent partner invoices, preview received invoice lines, and import received invoices into accounting expenses.
• Referral commission settlements now create partner invoices automatically, so referral commissions can follow the same partner invoice review workflow.

Improved

• Partnership details now include a local supplier mapping for partner invoices. Each clinic controls its own supplier mapping before importing invoices from that partner, and reciprocal partnership links now point staff to one clear place to manage that mapping.
• Customer promo pages can now embed the online scheduler with a cleaner plain background.
• Veterinaria San Martin's public landing page now has brand-matched blue styling, clearer Spanish copy, services, hours, contact details, map, and online scheduling.

Fixed

• Appointment analytics and technician load charts now translate the unassigned technician label in Spanish accounts instead of showing the English word "Unassigned."

May 25, 2026

Tags: Admin, Reception, Doctor, Technician, Inventory, Accounting, POS, Communications

New

• Added this living What's New page so teams can review customer-facing Ubik changes by date, update type, and role.
• Added a lightweight in-app What's New indicator under the Account menu. When new update details are available, users can open a short summary and jump to the full dated entry.
• Added a login notification for unread updates. The notice uses a party-popper marker and points users to Account > What's New.
• Added an app-readable update manifest so Ubik can know when this page has new content without parsing the blog post itself.

Improved

• Release communication now has a clearer rule: use this page for full details, use the app modal for a short preview, and reserve WhatsApp for future digest or high-importance communication decisions.
• The Inventory Move tab has a cleaner responsive layout, row counts, and total quantity summaries to make transfers easier to review before sending.
• Appointment item summaries now include quantity totals in addition to money totals.
• The cash change helper now appears for all cash payments, including appointment, lab, hospitalization, reception, and technician payment dialogs, not only POS and inventory sales.
• POS and inventory sales now offer to add a customer when a full phone-number search has no matching customer, with the phone number filled into the new customer form.

Fixed

• Inventory Move transfer summaries now handle empty or initializing table states without crashing the page.

May 24, 2026

Tags: Admin, Reception, Doctor, Technician, Communications, Owner

New

• Published a bilingual First 90 Days with Ubik admin playbook to help clinic administrators roll out Ubik, clean up data, align staff, and move from daily checking to exception management.
• Added configurable clock-in requirements so clinics can require selected roles to clock in before using authenticated Ubik screens.
• Added a bilingual public Ubik manual with stable links for common setup, clinic workflow, communication, payment, inventory, analytics, and troubleshooting questions.

Improved

• Specialty forms now send through the chart-level Send Documents workflow instead of separate form-level send buttons, keeping document delivery more consistent.
• Lab receipt sharing now supports email PDF attachments and a choice between staff WhatsApp and Ubik managed WhatsApp when customer communications are enabled.
• Customer records now show and explain the unreachable-customer state so staff know why outbound communications may be paused.
• Waiver pages now show structured owner and patient information from the appointment/customer/pet record instead of depending on embedded waiver variables.

Fixed

• Drawing canvases in specialty forms keep the correct square shape across screen sizes.
• Lab receipt email and WhatsApp links were restored so customers receive usable receipt details.
• WhatsApp/SMS template variables are normalized before sending, reducing delivery issues caused by unexpected variable formats.

May 23, 2026

Tags: Reception, Communications, Admin

Fixed

• Message Center history now shows readable appointment and reminder text for Spanish browser locales instead of raw template names.
• New outgoing appointment and reminder communications now save the rendered body in history, while keeping the template key as metadata.
• Older template-only message rows have better fallback previews for home-visit reminders and document messages.

May 22, 2026

Tags: Admin, Reception, Accounting, Inventory, POS, Communications

New

• Added account switching under the Account menu for users who belong to multiple active accounts. Switching uses a hard reload so cached data from the previous account is discarded.
• Added an admin Register Close calculator in Appointment Analytics for starting cash, counted cash, cash drops, added change funds, expected drawer cash, and drawer differences.
• Added a cash change helper in POS and inventory-sale payment steps.
• Added variable guidance in Follow-Ups so staff can see supported customer, pet, clinic, date, and due-date variables.
• Added optional notes to inventory loss reporting and surfaced those notes in inventory history/log views.
• Added Inventory Pricing and WhatsApp Automation FAQ guidance for common customer questions.

Improved

• Account switching validates the selected membership, rejects deleted/locked memberships, asks checked-in users about checking out, and protects account-scoped saves from crossing account boundaries.
• POS dialogs are less likely to close accidentally during checkout.
• Follow-up and appointment message templates fill repeated variables consistently.
• Refund review now shows clearer return audit details, including sold and returned staff/timestamps where available.
• Inventory loss labels and lot-tracked loss behavior are cleaner.
• Inventory pricing labels now make it clearer that tier prices are per-unit prices, not flat visit prices.

Fixed

• Duplicate struck-through subtotals are hidden when the original and current subtotal are the same.
• Follow-up inventory triggers can save specific inventory items directly instead of forcing an inventory-group variant picker.

May 21, 2026

Tags: POS, Inventory, Accounting, Reception, Communications, Admin

New

• Added stronger POS sale cancellation safeguards: sales cannot be canceled until all charges/items and payments are removed.
• Moved inventory loss reporting into Inventory Management so staff can report expired or broken inventory without leaving the table.
• Added an inventory disposition choice for refunds/returns so staff can decide whether returned inventory goes back on the shelf.
• Added short inventory barcode support, including two-character codes, across appointment, POS, hospitalization, internal-use, and inventory management workflows.

Improved

• Existing POS sales now open in the embedded POS modal from POS Sales search.
• Refund search loads faster by batching charge lookups for visible appointments.
• Certificate receipt matching can reference historical treatment dispenses.
• Anonymous POS customers and pets no longer inflate customer growth and dashboard metrics.
• Dashboard daily statistics now respect each account's timezone.
• Thermal receipts print with more reliable fixed-width formatting and safer Spanish character output.
• Browser auto-translation is prevented from rewriting catalog data such as product, service, supplier, diagnosis, and symptom names.

Fixed

• POS sale cancellation state refreshes after payments are deleted.
• Inventory repair utilities can correct mistakenly imported Add rows using a dry-run-first, account-scoped workflow.

May 20, 2026

Tags: Inventory, POS, Accounting, Reception, Doctor, Admin

New

• Added scan-or-search inventory selection to the Inventory Management Move tab for partner inventory transfers.
• Added Amphibian and Not Listed taxonomy options so uncommon patients can still be charted.
• Added inventory search to the Adjust tab, an Adjust import tool, quick-add for no-match imported rows, batch apply for ready adjustment rows, and progress feedback for large saves.
• Added summary rows to Accounting Analytics payment and expense tables.
• Added an internal inventory copy script for account-scoped maintenance.

Improved

• POS Sales totals are calculated server-side for visible sales, with clearer warnings when totals cannot load.
• POS return/refund search supports anonymous customer search by leaving the customer field empty.
• Thermal receipt layout is more compact and printer-friendly.
• Appointment item and payment totals refresh immediately after inline edits.
• CSV inventory import can parse locally, reducing unnecessary AI payload size.
• Adjust import reports explain ignored, unmatched, ambiguous, and conflicting rows more clearly.

Fixed

• POS returns modal refund action was restored.
• Spanish Saving copy now uses the correct in-progress wording.

May 19, 2026

Tags: Admin, Reception, Technician, Accounting

New

• Added a Needs Review tab in Appointment Analytics to find stuck, stale, unassigned, mismatched, or financially inconsistent appointments.
• Added employee activity tracking for non-customer work while employees are clocked in, including cleaning, inventory, training, admin work, calls, and meetings.
• Added activity controls to Log Time and an Unavailable for Assignment option for active non-customer work.
• Added Employee Activities repair tools in User Analytics and utilization reporting that includes non-customer activity time.

Improved

• Admins can repair appointment review issues directly from the Needs Review table while normal permissions and safeguards remain in place.
• Employee activities automatically end when staff clock out or are auto-checked out.
• Assignment dropdowns exclude employees who are currently unavailable because of an active activity.
• Utilization charts avoid double-counting overlapping appointment and activity intervals.

Fixed

• Header Log Time no longer accidentally navigates to Home.
• Failed inline time/activity edits show a notification and restore the previous value instead of leaving an uncaught error.

May 18, 2026

Tags: Doctor, Reception, Communications, Owner, Inventory

New

• Added Vaccination as a linked-appointment option from laboratory, hospitalization, and boarding workflows.
• Added an optional browser-based receipt PDF renderer for emailed receipts and WhatsApp receipt PDF links, with fallback to the existing generator.
• Added QR printing for saved inventory adjustment rows, including lot-specific QR labels after the lot exists.
• Added Reception customer QR check-in so staff can scan enrolled customer QR codes, choose today's appointments, and move them to Waiting.
• Added Past Documents on the appointment chart document menu for prior waivers and specialty forms.
• Added waiver variables for pet weight, sex/gender, microchip, and customer phone number.
• Reworked laboratory AI evaluation into a preparation modal with current results, prior chart context, doctor instructions, and AI input preview.

Improved

• Inventory adjustment rows remain editable after lot selection so repeated scans can continue increasing the same pending lot row.
• Customer QR display, manual sending, and analytics downloads are restricted to customers actually enrolled for QR use.
• Public waiver and receipt pages show doctor and customer signature lines together.
• Laboratory AI context selection supports more prior appointment types and not-only-completed history.
• New account creation redirects to sign-in with the admin email prefilled and protects against duplicate submissions.

Fixed

• Inventory group search results no longer show misleading in-stock quantities in appointment, laboratory, and hospitalization item adders.

May 17, 2026

Tags: Doctor, Technician, Admin

Improved

• AI chart-fill Voice Mode starts connecting as soon as Voice Mode is enabled, reducing delay before first dictation.
• Voice support in technician appointment views now uses the active clinic account more consistently.

Fixed

• Realtime voice connection setup was updated to the current OpenAI realtime connection flow.
• Voice-session errors now include more useful underlying details for future troubleshooting.

May 16, 2026

Tags: Reception, Accounting, Admin, Doctor, Inventory

New

• Non-admin staff can select Laboratory as an appointment type when allowed by account settings.
• Appointment Add can search for available times up to three months ahead when opted in.
• Added Medical equipment as an inventory type across selectors, translations, dashboard totals, import guidance, analytics labels, and dispense views.
• Added a dedicated payment date field so reporting can use the actual payment day instead of record creation time.
• Added disaster-recovery and Mongo backup guidance/scripts.
• Added a historical-treatment import repair script with dry-run-first safeguards.

Improved

• Appointment Add calendar preview handles same-day appointments using the selected account's local day.
• Appointment Analytics and payment tables show clearer appointment/payment date and time.
• Closed-day jobs, usage reporting, purchase suggestions, partner commissions, and daily notifications use the correct account-local reporting day after midnight.
• Payment deposit calculations better preserve pricing source labels and zero-quantity/package cases.
• Feedback assistant replies can follow the reporter's language.

May 15, 2026

Tags: Accounting, Inventory, Admin, Reception

New

• Added optional Adjust pricing actions to the COGS inventory adjustment review so clinics can update business cost, customer price, package price, and tier prices separately from quantity adjustments.
• Added clearer account-creation progress feedback with rotating setup messages.
• Added an account-scoped payment backfill script for appointments containing historical ID references in private notes.

Improved

• Inventory adjustment counterpart controls now use clearer Auto calculate labels.
• Expense entry blocks blank or invalid subtotals before saving or review.
• Nightly jobs use safer account-local closed-day helpers.
• Customer payment-issue alerts restored bulk actions for opening related unpaid, anomaly, or payment-issue appointments.

May 14, 2026

Tags: Admin, Inventory, Communications, Doctor, Reception

New

• Added Mongo-backed job locks and background handling to make nightly cron work more resilient.
• Added an Inventory Management Adjust tab for barcode-based bulk quantity entry with Add and Audit modes.
• Added inline unreachable-customer controls in Customer Analytics.
• Added workflow setup during account creation for home visits, employee check-in visibility, taxonomy visibility, appointment type visibility, kiosk check-in status, and related defaults.

Improved

• Daily employee statistics and achievements are idempotent, reducing duplicate statistics rows on reruns.
• Customer communication preference alerts better identify missing preferences and email-without-email states.
• AI chart fill can save staged weight values and preserve existing product/service instruction workflows.
• Receipt PDFs use the Node-friendly generator and support multi-appointment payment receipts.

Fixed

• Laboratory search keeps appointment type and date filters together so searches do not leak incorrect appointment types.
• Appointment internal-inventory filtering no longer overwrites explicit appointment type filters.

May 13, 2026

Tags: Admin, Accounting, Inventory, Communications

New

• Added the internal Report a problem flow to the Account dropdown so authenticated users can report bugs, feature requests, and questions without leaving the page.
• Added a chat-style feedback dialog with screenshot support, route context, browser console context, AI-backed clarifying questions, report drafting, storage, and email notification.
• Added trial billing controls and a billing gate for new accounts, including trial reminders, trial walls, delinquency reminders, and shared subscription payment UI.

Improved

• Expense deletion can reverse linked inventory adjustments when appropriate.
• Expense Search shows inventory adjustment visibility for adjusted inventory items.
• Multi-appointment receipts now work across generated PDFs and WhatsApp receipt links.
• Billing access checks reuse account/subscription records and a short client cache instead of calling Stripe on every page load.
• Long-running docs were moved into docs/ so the repo root stays focused on runnable files.

Fixed

• The feedback menu opens the dialog instead of routing home.
• Container packaging includes the feedback assistant API module.

May 12, 2026

Tags: Admin, Accounting

Improved

• Subscription card updates now use Stripe SetupIntents so new cards are ready for future recurring charges.
• Failed recurring invoices can be retried with the newly entered card instead of creating a replacement subscription.
• Stale local subscription records can recover by creating a replacement Stripe subscription when needed.
• Billing emails for failed invoices go to the account billing email with support visibility and retry deduping.

May 11, 2026

Tags: Reception, Technician, Doctor, Inventory, Owner

New

• Customer QR enrollment can send the QR automatically after a new customer is saved and has an object ID.
• Added owner-supplied items for hospitalization and boarding so clinics can track customer-provided medications, food, supplements, equipment, and comfort items without dispensing inventory.
• Added structured owner-supplied item fields, instruction links, hospitalization/boarding template support, reminder email summaries, receipt/PDF summaries, schema support, and cleanup behavior.

Improved

• Customer creation still succeeds if QR sending fails, with a specific warning.
• Owner-supplied item notes and instruction notes appear where staff administer care.
• Scanner parsing supports inventory QR payloads with lot IDs and same-origin Ubik route URLs.

May 10, 2026

Tags: Admin, Inventory, Doctor, Technician, Reception

New

• Account creation became a guided multi-step setup flow with clinic, admin, business, timezone, password, setup review, existing-user support, and optional starter data.
• Added starter symptom, diagnosis, and treatment schedule hydration for new accounts.
• Added inventory estimate popovers across item entry, dispense editing, inventory edit/view/management, internal use, internal reporting, and loss workflows.
• Added historical treatment recording from treatment schedule adherence views using hidden no-charge appointments and external dispenses.

Improved

• Zero-or-negative stock warnings prompt staff to audit inventory without blocking the sale/dispense.
• Regular consult/vaccination dispense dates are preserved after dispensing, while hospitalization and boarding continue to calculate at finalization.
• Historical treatment records do not change current stock.
• Certificate receipts include lot number and expiration details when available.

Fixed

• Empty certificate receipt weight output such as null kg is suppressed.
• Hidden operational appointments do not trigger customer communication or last-completed-appointment side effects.

May 6, 2026

Tags: Admin, Reception, Accounting, Doctor

New

• Added an account-level default print style so clinics can choose whether receipt buttons open invoice or narrow receipt layout by default.
• Added invoice and receipt print actions to authenticated payment receipts.
• Added compact appointment assignment controls in the appointment summary for users who can assign appointments.

Improved

• Receipt-style print output is sized for thermal-paper workflows.
• Assignment controls keep the compact summary-card style while adding clearer spacing and dropdown/clear actions.

Fixed

• Users can again unassign appointments from themselves even if they cannot assign appointments to other staff.

May 5, 2026

Tags: Reception, Doctor, Communications, Owner

New

• Added Open to print in the appointment documents workflow so staff can print waivers and specialty forms without sending them.
• Added read-only print/view mode for shared specialty forms.

Improved

• Waiver printing opens the authenticated receipt-style waiver page.
• Print/view links preserve query parameters through document resolution.
• Read-only specialty form views avoid autosaves and customer open tracking.

May 4, 2026

Tags: Admin, Accounting, Communications

New

• Added a Payroll Commission Attribution Review panel so mismatches between appointment assignment and dispense/render attribution can be reviewed centrally.
• Added Grant commission to controls for resolving attribution mismatches.

Improved

• WhatsApp/email map links now encode account addresses more safely, including characters such as #.

May 1, 2026

Tags: Inventory, Doctor, Technician, Reception, Communications, Admin

New

• Added draft purchase orders directly from ready suppliers, with supplier readiness checks and backend validation.
• Added live treatment schedule previews with sample DOB controls, projected timelines, due dates, coverage ranges, and warnings.
• Added account-hydrated dog and cat treatment schedule defaults.
• Added reusable import prompt templates for customer, pet, inventory, and service CSV transformations.

Improved

• Manual purchase order item entry now searches inventory across all inventory, prompts to link suppliers when needed, and supports multi-supplier inventory.
• Inventory QR label text is shorter and lot details print on separate lines.
• Partner inventory transfers preserve lot identity between accounts and use local inventory/lot resolution for QR scans.
• Lot-specific direct dispenses are kept separate from unlotted rows.

Fixed

• Shared specialty form sending includes the appointment account when cloud-created records are sent or saved.
• Lotted QR scans no longer silently become unlotted actions when a local lot cannot be resolved.

April 30, 2026

Tags: Inventory, Admin, Reception, Doctor, Technician

New

• Inventory Search became Inventory Management, with tabs and a partner-only Move tab.
• Added partner transfer staging with scan/type modes, quantity prompts, lot prompts, link prompts, and transfer review.
• Added hospitalization/boarding template selection to Appointment Edit.
• Added appointment Internal Use inventory so doctors can track supplies used during care without creating client charges.
• Added multi-supplier inventory support and supplier-specific purchase planning.

Improved

• Inventory Move uses the existing partner transfer backend and local linking rules.
• Hospitalization/boarding appointment creation now handles templates, checkout date/time, default statuses, and date-range search more predictably.
• Internal-use inventory stays out of customer receipts and PDFs while still affecting inventory.
• Purchase planning avoids duplicating items already on active purchase orders.

April 29, 2026

Tags: Doctor, Technician, Inventory, POS

Improved

• The shared inventory selector was renamed and broadened into the Associated Item Selector.
• Linked services are offered in the selector instead of automatically being added to the chart.
• Associated services and inventory now show clearer source tags and grouped inventory sections.
• Hospitalization and boarding searches more reliably honor their appointment type filters.

Fixed

• Directly associated inventory opens even when no associated inventory group exists.
• Service instruction sequencing waits until the selector closes, preserving queued instructions.

April 28, 2026

Tags: Inventory, Reception, Technician, Owner

New

• Added shared QR download behavior for customer, user, inventory, and lot-specific inventory QR codes.
• Added inventory QR support to barcode-driven dispense and internal-use workflows.
• Added lot-aware QR handling where the current workflow supports lot selection.

Improved

• Inventory lot QR options refresh after lot changes.
• Purchase Order Review manual item selection now uses a supplier-scoped select and disables items already on the order.

Fixed

• QR-created inventory dispenses default to quantity 1 instead of 0.

April 27, 2026

Tags: Accounting, Inventory, Reception, Technician, Admin

New

• Added generic crate label printing for surgery, laboratory, hospitalization, and boarding with QR links to the correct edit pages.
• Added app-wide scanned Ubik route URL handling so QR scanners can open surgery, lab, or hospitalization pages when Ubik is already open.
• Added dev scanner test modes for route QR scanning.
• Added a hidden bilingual Ubik Academy hub and training modules with simulators/games for flow control and close decisions.

Improved

• Payroll commission calculation now uses pre-tax sale subtotal and real action dates.
• Fuzzy search treats accented and unaccented letters as equivalent.
• Appointment Estimate can use regular inventory barcode scanning.
• Cost-tier editor layout is more reliable in production.

April 26, 2026

Tags: Doctor, Technician, Inventory, Accounting, Admin

New

• Added shared merge-on-add behavior so repeated appointment inventory/service adds can increase quantity instead of creating duplicate rows.
• Added scheduled checkout reminders for hospitalization and boarding.
• Added a broader customer payment-issues alert combining unpaid appointments and recent charge/payment anomalies.
• Published a bilingual Veterinary Clinic KPI Guide.

Improved

• Inventory auto-merge avoids merging rows when lots, packages, discarded packages, or hospitalization/boarding instruction workflows need separate rows.
• Checkout reminders use push notifications and reminder emails.
• Inventory edit can hide business cost inside tier rows where that field is not useful.
• Accounting Home shortcut order groups Internal Use more logically.

April 25, 2026

Tags: Accounting, Admin, POS, Inventory

Improved

• Payroll commissions now use true service/dispense action dates instead of creation timestamps.
• Major search and analytics pages now guard against stale async requests overwriting newer filter results.
• Product/Service Performance margin percentages display correctly.
• User Analytics flags utilization over 100% as a data-quality issue while keeping the raw value visible.
• POS first barcode scans follow the same appointment creation path as typed product selection.

April 24, 2026

Tags: Accounting, Inventory, POS, Reception, Admin

New

• Added hidden bilingual promo games and shared demo request behavior for marketing/training flows.
• Added URL-backed filter persistence for analytics pages.
• Added an Internal Use workflow and report for inventory used by the clinic without creating charges.
• Added hover help for promotion values.
• Added a refund backfill support script for historical refunds.

Improved

• Analytics pages restore filters and tabs from shared links without leaving stuck loading overlays.
• Customer Analytics delinquent workflows include inline status updates and Pay all actions.
• Appointment item live-query updates dedupe overlapping events more defensively.
• Shared barcode/QR scan routing lets the correct screen handle scans instead of only the last registered listener.

April 23, 2026

Tags: Accounting, POS, Admin, Inventory

New

• Added a dedicated payment refund ledger model so refunds are tracked directly instead of inferred from returns or negative payments.
• Added refund recording controls to charge returns.

Improved

• Customer, appointment, POS, dashboard, and accounting analytics now use net payments after refunds.
• Payment edit, linked-appointment discharge, and POS sale search use net paid amounts when calculating balances.
• Promotion editing uses a split layout with live preview and clearer labels.
• Inventory history loads faster by paging logs and calculating heavy detail only after expansion.
• Inventory edit lazy-renders heavier panels.

Fixed

• Supplier portal quantity/unit labels translate correctly.
• Partner inventory counterpart names resolve more reliably.

April 22, 2026

Tags: Admin, Reception, Doctor, Inventory, Communications

New

• Customer Analytics now loads tab data only when opened and uses cloud-backed paging for large datasets.
• Added Message Center filters for All, Incoming, and Outgoing.
• Added prescription printing from appointment items when prescription items are present.
• Added print actions and cleaner print-ready sections across specialty forms.

Improved

• Customer Analytics delinquent and QR tabs page more efficiently.
• Appointment item/super service behavior is more consistent across chart, view, estimate, hospitalization, lab, surgery, sale, and POS flows.
• Message Center in/out count remains available without permanently crowding the floating button.

April 21, 2026

Tags: Reception, Doctor, Technician, Accounting, Communications

New

• Added a shared Linked Appointments panel across hospitalization/boarding, appointment chart, lab edit, and surgery edit.
• Added linked appointment previews for lab panels, forms, reports, documents, notes, assignee, status, and date.
• Added a compact Message Center daily badge showing today's outgoing and incoming counts.
• Added a Delinquent tab in Customer Analytics with unpaid appointments and charge/payment discrepancies by customer.
• Added a unified Appointment Items experience across chart, estimate, reception, surgery, lab, and POS flows.
• Added a dedicated Hospitalization Items panel for hospitalization and boarding.

Improved

• Linked appointments can be left unassigned and default to the expected Waiting/Scheduled status.
• Customer Analytics can update unpaid appointment statuses inline.
• Appointment Analytics totals are no longer truncated by the default 100-row query limit.
• Fuzzy search and barcode handling are more focused and less likely to trigger unintended UI actions.

April 20, 2026

Tags: Inventory, Admin, Accounting

New

• Added a Planning Strategy column to Purchase Order Review, including Critical tags.
• Added species and breed subtext after pet names in search pages.
• Added staff avatar hover previews.
• Added delete controls for removable manual adjustment logs during inventory item deletion.
• Published a bilingual post explaining why each employee should have their own account.

April 17, 2026

Tags: POS, Accounting, Admin, Reception

New

• Added configurable POS mode for accounts.
• Added POS dashboard actions for Sale, Refund, Search, and Analytics.
• Added a dedicated POS sale flow with optional customer selection and anonymous customer/pet defaults.
• Added POS sale search and POS-scoped analytics.

Improved

• POS mode hides clinic-only navigation while preserving non-POS workflows.
• Payment search defaults to today's date range.

April 15, 2026

Tags: Communications, Technician, Doctor, Admin

New

• Added inbound WhatsApp image replies from customers, including inline image display in Message Center and appointment chat.
• Added expandable hospitalization checkpoint rows showing administration history, timing, quantities, and staff.
• Added a developer-only daily account activity view.

Improved

• Hospitalization and boarding charge attribution follows the original clinical creator instead of the person who triggers final charge calculation.
• Inbound WhatsApp replies preserve appointment/customer context when possible.

Fixed

• Solo-vet appointment opening no longer reassigns an already-assigned appointment to the current user.

April 10, 2026

Tags: Inventory, Communications, Reception, Doctor, Technician, Owner

New

• Added purchase order review, draft purchase orders, supplier portals, supplier order tracking, and inventory suggestion links into the morning suggestions email.
• Added a unified Waivers & Forms send workflow shared by appointment list and appointment chart.
• Added workflow compliance nudges for technician, lab, surgery, hospitalization, and chart work.
• Added stale Serving reminders in Technician Portal appointment tabs.
• Added late scheduled appointment reminders in Reception.

Improved

• Document sending uses a compact step flow with waiver preview, variable inputs, and lower sent/signed/updated history.
• Workflow nudges are non-blocking and grouped to reduce repeated prompts.
• Delete actions remain visible but disabled when appointment status prevents deletion, with an explanation.

April 9, 2026

Tags: Accounting, Inventory, Admin

New

• Added Promotion Insights in Accounting Analytics with KPIs, loss charts, and event rows.
• Added Inventory Adjusts audit in Inventory Analytics with expandable detail rows and dispense context.

Improved

• Payroll commission attribution can include automation-origin rows and fallback user creation data.
• Promotion-linked expenses are excluded from regular cash-out summaries to avoid double-counting.
• Public crawl guidance was expanded for AI discovery.

April 2026

Tags: Accounting, Inventory, Admin, Marketing

New

• Added Accounting Analytics Cashflow and Profitability views focused on actual cash movement.
• Moved Controlled Medicine analytics into Inventory Analytics.
• Added LLM discovery content and new product/positioning pages in English and Spanish.

Improved

• Inventory Unit Costs can filter by selected inventory items instead of date range and can recommend recent high-activity COGS items to analyze.
• Inventory Search can Shift-click Go To to open item edit in a new tab.
• Multi-select fuzzy search now shows selected items as inline closable tags.
• Existing expenses can be deleted from the main expense editor.