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What's new: the Rehab Guru redesign

A tour of the new Rehab Guru design: what has changed on the Dashboard, Clients list, client record and Account pages, the new credit notes in Billing and the new Analytics.

Written by Cloudia Barr

Rehab Guru has a new look. The Dashboard, the Clients list, every client page and every Account page have been redesigned so they are easier to read, quicker to move around and work properly on a phone or tablet. Analytics has also been rebuilt as a new, fuller view of how your practice is doing.

For the Dashboard, Clients, client pages and Account, it is a visual and layout change, not a change to how Rehab Guru works. Every button, setting and record is still there, and nothing about your data, your clients or your subscription changes. Analytics and credit notes are the exceptions: both are new, and are described below.

What's changed at a glance

  • One header bar on every client page. The client's name, PIN, alerts, the Edit client button and a ... menu sit in a single bar at the top, with the sections (Details, Prescriptions, Treatment notes, Cases, Files and so on) in a menu on the left.

  • Cards instead of long forms. Client Details are grouped into cards (Contact, Personal and medical, Notifications) with an On this page list down the side so you can jump straight to the part you need.

  • Lists grouped by date. Prescriptions, treatment notes and similar lists are grouped under the day they were created, with quick filters (All, Active, Closed, Expired) at the top instead of a separate filter panel.

  • A clearer Dashboard. A greeting and the day's date, a reminder about past appointments still marked as scheduled, your key figures as a row of cards, upcoming appointments with This week and Next week tabs, a Billing card and an Analytics overview.

  • A tidier Clients list. Search within the view, saved views as tabs (All clients, No label, Discharged, Self-paying), an Edit query button for filters, a ... menu for labels, merging and bulk actions, and labels and source shown on each row.

  • Account in the same style. The Account home shows each settings area as a card, including a new Analytics card for your practice analytics settings.

  • Credit notes. Credit an issued invoice in full, by line or by an amount, refund the card or keep the money as the client's account credit, and email the credit note to the client.

  • New Analytics. Overview, Financials, Patients, Team, Services, Utilisation, Recall, Explore, Monthly report, Advice and Data health pages, rebuilt overnight from your diary, invoices and client records.

  • Built for small screens. Nothing scrolls sideways on a phone, filter chips wrap onto new lines, and buttons are larger on touch screens.

Dashboard

The Dashboard opens with a greeting, today's date and two buttons: View Calendar and View Detailed Reports. A yellow bar reminds you of any past appointments still marked as scheduled, with View details. Below that are the same four figures as before (New clients, Cancellations, Your revenue and Online bookings) with the change against last month, then your upcoming appointments (This week and Next week) and a Billing card with open, overdue and ready-to-invoice items. Further down, the Analytics overview card has Prescriptions, Trends, Types, Notes and Team tabs.

Viewing the new Dashboard with key figures as cards

Clients list

Search within this view sits at the top of the page. Your saved views appear as tabs under the title (All clients, No label, Discharged, Self-paying), and Edit query opens the filters. The ... menu next to Add Client and Export holds Refresh clients, Labels, Merge clients, Clients without prescriptions and Bulk actions. Each row shows the client's name, email, labels, source and sharing. Use the tick boxes to select several clients at once.

Saved views and Edit query on the Clients list

The client record

Open a client and you land on their Prescriptions. The header bar shows their initials, name and PIN, any alerts, the Edit client button and a ... menu (Copy PIN, Discharge client, Delete client), and stays in place as you move between sections.

  • Details is split into Contact, Personal and medical, and Notifications cards. Only the name is required. Save details and Discard sit at the foot of the page.

  • Prescriptions are grouped by the day they were sent, with their status, version history and ID, and the New prescription button at the top right.

  • Treatment notes, Transcriptions, Cases, Files, Correspondence, Forms, Reporting, Appointments, Billing and Imaging are all still there, in the section menu on the left. Click Fold to icons to shrink the menu to icons.

Viewing the client header bar and section menu

Account

Account keeps its left-hand menu (Account and Organisation, Appointments, Sharing and Integrations, Content Management, Client Communication, Billing and Data). The Home page shows each area as a card with a one-line description, so you can see what lives where before you click. A new Analytics card under Account and Organisation holds your practice analytics settings.

Finding the new Analytics card on the Account home

Billing and credit notes

Billing sits under Account > Billing & Data > Billing, with Invoices, Payments, Credit notes, Uninvoiced and Settings along the top.

Credit notes are new. To raise one, open the ... menu on an issued invoice (open, paid or uncollectible) and choose Credit note…. Choose what to credit (Whole invoice, Choose lines or An amount) and a reason. If the invoice has already been paid, you also choose where the money owed back goes: refunded to the card it was paid with, or kept as the client's account credit. Tick the box to email the credit note to the client, then click Issue credit note. Every credit note you raise is listed on the Credit notes tab.

  • Team administrators and sole practitioners can raise credit notes.

  • A refund to the card sends the money back through Stripe and cannot be undone.

Raising a credit note from an invoice's ... menu

Analytics

Analytics is new. The menu on the left has Overview, Financials, Patients, Team, Services, Utilisation, Recall, Explore, Monthly report, Advice, Data health and Settings. You can see revenue and a projected month end, rebooking and utilisation against guide figures or your own targets, patients to recall, build a custom report in Explore and download a monthly report as a PDF. Figures are rebuilt overnight, and Load demo data shows example figures if you want to look around first. The old Appointments, Treatment Notes, Programmes, Client Analytics and Billing reports have been replaced.

See Using the Dashboard and Practice Analytics for what each page shows, and Setting up Practice Analytics to turn it on and set your targets.

Opening the new Analytics Overview

Common questions

  • Has anything moved or been removed?
    Apart from Analytics and the new credit notes, no. Every feature is where it was, laid out in the new design. If you cannot find something, use the section menu on the left of a client record or the cards on the Account home.

  • My diary now opens at midnight instead of my usual start time.
    The diary opens at the earliest time across all your working hours and exceptions. If an exception (for example annual leave or a bank holiday) starts at 00:00, the diary will too. Untick Show exceptions in the diary's left panel to hide them, or edit the exception's start time to your normal opening time.

  • Does it work on a phone or tablet?
    Yes. The new design adapts to the space it has: nothing scrolls sideways on a phone, filter chips wrap and buttons are larger on touch screens.

  • Will my team see the new design at the same time as me?
    Yes. Everyone on your team sees the new design when they next sign in.

Tell us what you think

We would like to hear how the new design works for you, and anything that feels harder than before. Click Feature Request at the foot of the Rehab Guru menu to share your ideas.

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