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.

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.