{"id":25456,"date":"2022-04-29T18:11:40","date_gmt":"2022-04-29T18:11:40","guid":{"rendered":"https:\/\/www.lepsy.ca\/version-history\/"},"modified":"2025-12-05T15:30:18","modified_gmt":"2025-12-05T15:30:18","slug":"version-history","status":"publish","type":"page","link":"https:\/\/www.lepsy.ca\/en\/version-history\/","title":{"rendered":"Version history"},"content":{"rendered":"
<\/div><\/div>

LePsy v5<\/strong><\/h2>\n<\/div><\/div>

Software for Psychologists and Therapists<\/strong><\/h2>\n<\/div><\/div>
<\/div><\/div>
Version history<\/strong><\/h5>\n<\/div><\/div>
<\/div><\/div>

4.01 \u2013 January 23, 2020 \u2013 Correction
\nAdjustment in the import process of data from previous versions in order to correct a problem with the display of birthdays.<\/p>\n

4.02 \u2013 January 25, 2020 \u2013 Improvement
\nAdded the possibility to send a personalized form by email.<\/p>\n

4.03 \u2013 February 4, 2020 \u2013 Improvement
\nAdded the detail of the payment on report. Added the possibility to write the file number on the receipt of the assistance program.<\/p>\n

4.04 \u2013 February 6, 2020 \u2013 Correction
\nFixed an issue with automatic text template insertion when adding a consultation from the calendar.<\/p>\n

4.05 \u2013 February 24, 2020 \u2013 Correction\/Improvement
\nFixed a visualization problem when printing a progress note. Addition of a process which updates the signature of a progress note when updating the coordinates.<\/p>\n

4.06 \u2013 February 24, 2020 \u2013 Improvement
\nAdded the ability to quickly filter customers who have an appointment by today\u2019s date. Added an indication for the birthdays of the day in the birthdays viewing button.<\/p>\n

4.07 \u2013 March 9, 2020 \u2013 Correction
\nAdjusted the process of deleting a consultation via the minimalist calendar in order to eliminate a window closing problem. Adjusted the process of creating a client from the waiting list to correct a title issue on reports.<\/p>\n

March 08 \u2013 25, 2020 \u2013 Improvements and additions
\nPreferences: Added the possibility to define if the customer\u2019s address is displayed on the receipt. Customers: Added the possibility of entering a password in order to secure the sending of PDFs. Personalized forms, receipts and account statements are integrated into the secure PDF process. In addition, it is possible to generate a secure PDF for progress notes and reports.<\/p>\n

4.09 \u2013 April 16, 2020 \u2013 Improvements and additions
\nMinimalist agenda: It is now possible to duplicate an entire week with a single click. It is also possible to create a recurrence directly from the calendar.<\/p>\n

4.10 \u2013 August 29, 2020 \u2013 Improvements and additions
\nMinimalist agenda: It is now possible to send reminder emails or texts to your customers. These shipments can be done individually or in groups.
\nExpenses management: By entering the values \u200b\u200bof taxes, they are calculated automatically.
\nCustomers: It is now possible to remove the automatic formatting in \u201cproper name\u201d in order to be able to enter a name in upper case.
\nCustomers: It is now possible to configure the software to ensure that a file number can be generated automatically from information entered in the customer file.<\/p>\n

4.11 \u2013 October 3, 2020 \u2013 Improvements
\nPrinting of financial forms: Added the possibility of generating a PDF via the header bar. Thanks Catrine for the suggestion!<\/p>\n

4.12 \u2013 October 10, 2020 \u2013 Improvements
\nAdded the ability to send reminder emails directly through an SMTP server.<\/p>\n

4.13 \u2013 Novembre 26, 2020 \u2013 Improvements
\nAdded the ability to configure email content for receipt. Optimized forms output.<\/p>\n

4.14 \u2013 Novembre 30, 2020 \u2013 Improvements and correction
\nAdded the possibility of configuring the display of \u201cUnpaid\u201d mention on the agenda. Adjusted the process of transferring a client from the waiting list to the client list in order to correct a problem with the user details.<\/p>\n

4.15 \u2013 December 8, 2020 \u2013 Improvements
\nAdded the ability to configure the subject of receipt and reminder emails. Added the ability to select the items that appear on the printed form of the agenda.<\/p>\n

4.16 \u2013 December 15, 2020 \u2013 Improvements
\nAdded the possibility of inserting a LOGO for additional business places. Also, it is now possible to generate an invoice number for each business location.<\/p>\n

4.17 \u2013 Decemer 16, 2020 \u2013 Improvements
\nAdded the ability to insert a Zoom, web or other details link in reminder emails.<\/p>\n

4.18 \u2013 December 23, 2020 \u2013 Improvements
\nAdded the possibility of configuring the presence of the file opening date on the forms for printing progress notes and reports.<\/p>\n

4.19 \u2013 March 8, 2021 \u2013 Improvements
\nAdded the ability to encode a sequential number to the file number generation process.
\nAdded a \u201cblue\u201d color to the progress notes states. This state makes it possible to exit the consultation of the statement but to continue to appear on the statements of account.
\nAdded the possibility to select the speaker in the calendar. This option is for group use of LePsy software.
\nAdded the display of statistics of your data via graphs.
\nAdded the possibility of configuring a customer so that cash receipts are done automatically.
\nAdded the ability to print batch receipts from the calendar.
\nAdded the possibility of numbering a text template so that it is inserted automatically in the X consultation.
\nAdded a \u201cSupervised\u201d box to progress notes.
\nAdded a button that allows to export personal expenses in an EXCEL file.<\/p>\n

4.20 \u2013 April 8, 2021 \u2013 Improvements
\nAdded the ability to configure custom tags for text templates.
\nAdded the ability to display your signature on personalized forms.
\nAdded the possibility to print the duration of the consultation on the receipt.<\/p>\n

4.21 \u2013 July 6, 2021 \u2013 Improvements
\nAdded the ability to display the note from the \u201cDetails\u201d tab of the customer on the agenda.<\/p>\n

4.22 \u2013 October 1, 2021 \u2013 Improvements
\nAdded the possibility of centralizing your general documents in the LePsy software.
\nAdded the possibility to automatically save your progress notes during writing.<\/p>\n

4.23 \u2013 November 9, 2021 \u2013 Improvements
\nAdded the possibility to enter a Zoom link in the preferences.
\nAdded the ability to send general documents by email.
\nAdded the possibility of configuring prices by type of consultation.<\/p>\n

4.24 \u2013 January 5, 2022 \u2013 Improvements
\nAdded the \u201cType of consultation\u201d tag to reminder emails.
\nAdded a module to manage your business and personal trips.<\/p>\n

4.25 \u2013 February 8, 2022 \u2013 Improvements
\nAdded the possibility to configure a consultation with color displayed on Schedule.<\/p>\n

4.26 \u2013 February 11, 2022 \u2013 Improvements
\nAdded \u201cUnpaid\u201d mention to the schedule if the consultation is not paid by Financial Support Program.<\/p>\n

4.27 \u2013 February 17, 2022 \u2013 Improvements
\nAdded the possibility to facilitate the insertion of reminder emails in the customer file.
\nAdded the management of customers who have an interest in last minute appointments.<\/p>\n

4.28 \u2013 March 25, 2022 \u2013 Improvements
\nAdded the ability to display the age of the customer including months and days.
\nAdjusted receipt submission process to add \u201cReceived\u201d and date to PDF title.
\nAdded the possibility to send the receipt from the \u201cFee details\u201d tab of the progress note.<\/p>\n

4.29 \u2013 April 6, 2022 \u2013 Improvements
\nAdded the ability to display the duration on the printed progress note.
\nAdded the possibility to display the summary (ex: Note #1) on the printed progress note.<\/p>\n

5.0 – May 1, 2022 – Improvements
\nVersion 5 of the LePsy software has undergone a complete rewrite to cope with new versions of Claris\/FileMaker. Significant structural changes have been made. Optimizations at the level of various processes have been configured. These major changes will bring no destabilization for existing users of LePsy software while preparing a bright future for new users.<\/p>\n

5.01 – May 11, 2022 – Improvements
\nQuick filter by icon: added the possibility to choose a color in order to filter even more precisely.
\nWaiting List: Added the ability to register a client’s interest for a last minute appointment.<\/p>\n

5.02 – May 17, 2022 – Improvements
\nAdded the possibility to enter a default duration in the preferences. Thus, when creating a customer, the duration is automatically entered.
\nAdded the possibility to enter the note to the client for each consultation on the statement of account.<\/p>\n

5.03 – June 15, 2022 – Improvements
\nAdded the possibility of entering the consultation invoice number on the statement of account.<\/p>\n

5.04 – August 24, 2022 – Improvements
\nAdded the ability to always unlock text formatting at the client name level. This is to allow, for example, to enter the name in UPPERCASE without having to check the box that allows this option.
\nAdded the appointment date to the search and sort processes in the client list.
\nAdded input fields for communities (Gender, pronoun and chosen first name).
\nAdded the possibility to configure an email text for sending the account status to your customers.
\nAdded the possibility to display the income of the day to the calendar.<\/p>\n

5.05 – October 18, 2022 – Improvements
\n– Added the possibility to generate a PDF for roadmaps.
\n– Added the possibility to hide the amounts on the waybills.<\/p>\n

5.06 – October 25, 2022 – Improvements
\n– Added the ability to print, view and export the waiting list.<\/p>\n

5.07 – November, 2022 – Improvements
\n– Adjusted window management to remove unwanted effects when using the software from the server and in a multi-monitor setup.<\/p>\n

5.08 – April 3, 2023 – Improvement
\n– Added the ability to set the default font for signed notes and reports.
\n– Added the ability to anonymize the name of PDF files sent to third-party payers.<\/p>\n

5.09 – April 25, 2023 – Fix
\n– Adjusted the process of exporting attached files to fix a problem opening when accents are present. The issue manifests on Macintosh computers running macOS 13.3.1.<\/p>\n

5.10 – October 5, 2023 – Improvements
\n– Added the possibility of displaying the day and month of birth in the banner of the customer file.
\n– Added the ability to send report emails for a selected day.
\n– Added the possibility of registering a third party payer for the consultation.<\/p>\n

5.11 – January 24, 2024 – Improvements
\n– Added a feature that allows you to send an account statement to all your customers with a single mouse click.
\n– Improved the automatic file number generation process.
\n– Added additional colors to consultations.
\n– Added additional symbols to the process of identifying your customers.<\/p>\n

5.12 – January 29, 2024 – Improvement
\n– Added tag in text templates which allows sessions to be automatically numbered.<\/p>\n

5.13 – February 7, 2024 – Improvement
\n– When you cease your activities, you can now generate PDFs of your files with a single click.<\/p>\n

5.14 – June 23, 2024 – Improvement
\n– Added the ability to reverse the position of the LOGO on printed forms.
\n– Added the ability to reverse contact details on printed forms.
\n– Optimization of the contact details sections of the customer file for friends of Europe.<\/p>\n

5.15 – August 10, 2024 – Improvement
\n– Added the possibility of sending your receipts and documents via a secure SMTP server of the LePsy platform.<\/p>\n

5.16 – August 30, 2024 – Improvement
\n– Added the ability to display upcoming appointments when viewing an appointment in the calendar.
\n– Added the ability to display the folder number when printing the calendar.<\/p>\n

5.17 – September 11, 2024 – Added
\n– Added a new tag to text templates: Next Appointment.
\n– Added the ability to filter customers who have a consultation to finalize on a date before the current date.<\/p>\n

5.18 – January 20, 2025 – Added
\n– Added the count of recorded consultations in the folder openings tab.
\n– Various graphical adjustments to correct slight display problems with FileMaker 2024.<\/p>\n

5.19 – September 16, 2025 – Added
\n– Added the ability to display only the client’s name when selecting a client via the calendar.<\/p>\n

5.20 – November 28, 2025 – Added
\n– Added the ability to enter an alternative title for receipts.<\/p>\n

5.21 – December 5, 2025 – Added
\n– Added the ability to define a start date and an end date for the roadmap generation process.<\/p>\n<\/div><\/div>

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