Change Log

Theme toggle added to the avatar menu. Users can switch between Light, Dark, and Auto (follows the OS setting) — preference is saved per device. The dark theme derives its accent colours directly from the company's brand palette, using HSL lightness adjustment to ensure readability on dark surfaces while preserving the brand identity.

PWA install prompt and update notifications are now active. Authenticated users are encouraged to install the app via a banner and a shortcut in the profile menu, with dismissal resetting after 7 days. An update banner appears automatically when a new version of the app is deployed.

Treatment tracking added to patient records. Staff can now record a treatment start date (suggested automatically from quote acceptance date or patient creation date) and close a case with a treatment end date. The patient summary displays an open/closed treatment length chip for at-a-glance visibility.

New Treatment Length report under Reports. Filterable by company and date range (presets include this year, last year, last 3 months). Key stats include average, shortest and longest treatment durations, with a full per-patient breakdown table.

Public API patient create/update endpoint now accepts DateTreatmentStarted and DateTreatmentEnded fields, supporting future integration with practice management systems such as OrthoTrak.

Patient actions menu now split into categories.

Site-wide search with intelligent autocomplete, enabling instant access to patients, quotes, tasks, and key records - significantly reducing navigation time and improving day-to-day efficiency 🚀

Public facing site-wide search to navigate to key public content such as locations, treatment information and blog posts.

Fix applied to resolve the intermittent circuit disconnection issue on the blog hub.

Expanded deterministic location content builder with richer, slug-stable variation across SEO fields and page sections.

Updated robots.txt to disallow crawling of parameter URLs to prevent crawl waste and potential duplicate content issues.

Page headers slightly condensed to make better use of screen real estate.

Admin pages now feature concise summaries of key information, presented in a consistent, cleaner chip-and-caption layout for improved readability and visual clarity.

Multi-site company based users can now filter their actions to a specific company from the avatar dropdown. This allows users to focus on the relevant actions for a specific company when they have access to multiple companies.

Major dashboard overhaul. Dashboard now splits stats from actions ensuring important todo items aren't missed.

Introduced the blog reader achievement.

Evaluation request page now better uses screen real estate on mobile devices.

Introduction of the public Orthodontic Support triage engine. Patients can now report issues — broken braces, wire problems, pain, loose appliances, and more — without needing to log in. The guided multi-step flow captures patient details, issue category, sub-category, photos, and a description before automatically creating a patient record and raising an issue for the clinician.

Pre-treatment triage pathway added. Prospective patients not yet in treatment can be triaged to relevant treatment information and recommended next steps. A patient lead record is created automatically and tagged for clinician follow-up.

Triage categories, sub-categories, and photo requirements are now seeded with a standard set of in-treatment and pre-treatment categories for every new company. Existing companies can manage their own triage setup from the Triage Categories admin page.

Patient record header now displays tags as chips for quick identification of patient origin and issue type.

Triage categories now support a Pre-Treatment flag to split the in-treatment and pre-treatment support journeys. An optional recommended treatment URL can be set per category for the pre-treatment recommendation screen.

Four new orthodontic support content pages introduced — Broken Brace, Wire Sticking Out, Orthodontic Pain, and Loose Bracket — providing SEO-optimised information and linking directly into the triage engine.

Introduction of an orthodontic software page, invisible braces page and a braces v clear aligners page.

Costs pages now have expanded and more specific content.

Various changes to page keywords.

Minor performance enhancements made to the background services.

Further work completed to improve the photo upload experience for Safari mobile users.

Treatment plan no longer visible unless the evaluation request is ready for treatment planning or company config allows it.

Blog hub page refactored for easier readability and filtering and various SEO improvements.

Further work completed to solidify the user flow on the photo upload page.

After a photo is taken or uploaded the user is now scrolled to the next required pose.

After captured photo is confirmed we now display a loader whilst the image is being processed preventing the image canvas showing as a black square.

Further work undertaken to improve the treatment planning suite with better handling of edge cases and improved UI for viewing annotated photos.

Blog editor improvements including FAQs section and improved cited reference capture.

Blog post page shows the new FAQs and the improved cited references.

The reason why the treatment plan cannot be set or updated is now displayed within the TPS.

Count of uploaded photos shown as a badge for each evaluation request listed on the Evaluation Requests page and within the patient record.

Various SEO improvements made including html tag property added for accessibility headings, content enriched with FAQs

Camera permissions dialog now falls back to upload function when camera permission is denied.

Issue reported on Safari mobile addressed to fix issue with camera permissions and file upload.

Geolocation page now has a more engaging and informative layout with improved styling to make it easier to read and understand the information provided.

New informational CTA sections added to hub pages.

Redirects, forcing https and canonical fallback now handled in a centralised way for improved maintainability and consistency.

Implemented Identity security stamp validation changes with an internal admin endpoint to invalidate user sessions and force logout.

Sitemap generation has been optimised with caching to prevent performance issues as the site scales.

Reordered sitemap index to prioritise recently updated and SEO based content.

Refined robots.txt rules to prevent crawl waste from parameter URLs.

Centralised JSON-LD generation to ensure consistent and valid structured data across pages.

Reduced database load by throttling login validation checks.

Quote request page now has internal links for better SEO and ensuring the user is fully informed.

The Orthodontist near me page, how treatment works page and the individual treatment & problems pages are now more informative and the styling has been improved to be more engaging and easier to read.

Pre-render paths now generated dynamically based on content, with fallback for non-existent paths.

Canonical URL handling improved with dynamic generation based on request path and query parameters.

Trailing slash now removed for consistent sitemap URLs and matching canonical URLs.

Open new tab URLs now have noopener noreferrer tags.

Robots metatag fully utilized with dynamic SEO component rather than separate tags.

SEO 'Unparsable structured data' fix applied to the geolocation page.

Patients list now displays postcode for easier location identification.

Patient transfer now includes a copy of the address details.

Improved shared seo component with dynamic breadcrumb builder and standardised canonical url handling.

When a clinician tries to login via the patient login page rather than failing log in they will now be redirected to the clinician log in page along with the email they entered for quick and convenient log in.

Overhaul of the trial company flow. Previously account password was set at the time of registering but now a separate email will be sent to set password. This allows sign ups to be performed on behalf of others.

Refactored look and feel of the account password management pages such as forgot password.

Reset and Set password pages will now pre-populate user email based on the request.

Default theme values now set for email theming and email footer text.

Theme page on company settings now display color picker text in the color selected rather than in a separate color swatch which was misleading users into thinking the swatch was clickable.

Updating a company logo then updating it a second time with no other page change caused an error which has now been resolved by clearing the previous cached custom logo.

Stripe integration coupled tighter so immediately after successful payment the user is able to access the site.

Introduction of a stylised offline page to be used during maintenance periods or downtime.

Update to system architecture with slot based deployment strategy to allow for reduced downtime deployments and improved reliability.

API now resolves on custom domain; api.virtualconsultant.online

Refactored look and feel of the evaluation request completion pages with useful quick links and next steps details.

Dynamic white label logo optimisation for LCP.

Added missing image alt tags.

Delayed non-critical JS loading until later in the page load lifecycle.

Added aria-labels to key icon button elements for improved accessibility.

Quote request and Register pages superfluous content removed and buttons better aligned on mobile.

Improved embedded back button function.

Major web optimisation and asset bundling improvements, including build-based bundle versioning for cache busting.

Introduced the patient transfer function which transfers majority of the original patient information to the target company excluding data which has company specific information such as quotes and orders.

Once a patient is transferred, a notification will also be sent to the company alert mailbox to support prompt follow-up.

Once a patient is transferred they will be automatically logged out of their session.

Introduction of the eligibility hub where users can evaluate their eligibility based on the specific circumstance categorised by treatment required, problem and any specific detail.

Removed UK wording from cost pages.

Improved log out functionality.

Clear aligner systems now have consistent naming rather than specific brand names.

Geographical location hub page created to list all locations we partner in.

Introduction of the IOTN Severity Score checker page to give patients a rough understanding of their personal IOTN.

Checker pages now logically grouped in navigational menus.

Unauthorised home menu standardised font across links and link groups.

Upgraded to .Net 10.

Public-facing blog posts and the blog hub have been updated to better align with SEO best practices, with improved structure and styling.

Location page SEO overhaul with pre-render.

Introduction of the location browse by county page. Sitemap generation endpoint now also includes the county hub and related pages.

Improvement to HTML structure to meet SEO requirements on public pages; integrations and change log.

Styling refactor of the problem, costs and treatment pages with standardised menus. Also applied a styling refactor to the 'how to take ortho photos' page.

Introduction of the Remote Orthodontic Assessment informational page for clinicians.

Major overhaul of the unauthorised/lander homepage. Content focuses on providing information and CTAs to patients. The styling has been vastly improved to build on the Virtual Consultant flat design brand guidelines.

Complete overhaul of the clinician and patient about pages with improved content and styling.

Introduced contextual links and information to the treatment, cost and problem hub pages.

Using new research papers we have been able to prove an increase of chair time saved minutes, travel time saved minutes and CO₂ per remote appointment.

Updated pricing scheme where Premium plan users now able to create an unlimited amount of companies. Was previously limited to 2 companies only.

Improved billing management UI for better performance and clarity on current plan and next billing date.

Updated default quote product image. This image is served when the appliance product on the quote doesn't have an image uploaded.

Nav menu updated to link to the relevant anonymous access patient/clinician about page.

Issue preventing new patients from access evaluations resolved. Was due to the auth role check also checking for subscription status.

Bimi logo support added to email headers for improved brand recognition in supported email clients.

Added extra error logging to Sentry.

Plan upgrades and downgrades are now supported, with any pro-rata difference automatically applied as credit toward your next invoice.

Admin login now encourages saving login information upon successful log in.

Register CTAs added to home and about clinician pages.

Company billing view invoices now redirects you to a private Stripe portal URL where you can manage your payment information and view historical invoices.

Newly registered demo accounts no longer redirect straight to the package upgrade page.

Complete overhaul of side bar menu with desktop specific unauhorised user home menu component.

Updated company settings UI for better usability and clarity with pricing per unit values for optional extras.

Metadata keywords truncated to meet recommended keywords character limits for SEO optimisation.

Public pages improved layouts and standardised button types and styling for consistency.

Location autocomplete extracted to partial and used in public hub pages.

Further SEO improvements made to the Geolocation template served across all locations.

Basic usage report added to show users billable/free items that are chareable outside of their subscription plan.

Problem hub and related pages introduced to help leads/patients understand common issues preventing a straight smile.

Treatment hub and related pages introduced to help leads/patients understand what treatment options are available.

Costs & Pricing hub and related pages introduced to help leads/patients understand the potential costs involved with treatment.

Footer links updated to follow logical grouping categories.

Standardised header tags across all public pages for improved SEO performance.

Optimised geolocation OG image generation endpoint with caching.

Trial sign-up and renewal flow introduced, including a 14-day demo and updated registration journey.

New public SEO pages added, including About, Locations, Pricing Plans, and Orthodontic Treatment Near Me, with improved metadata and search visibility.

Authorization updated to use policy-based access control, supporting trial enforcement and clearer upgrade paths.

Public routes extracted into a dedicated routing structure and internal navigation updated.

Location page loading and browsing improved.

On both photo upload and camera capture the image quality has been significantly improved whilst maintaining as low as possible upload times.

Note capture now auto saves automatically when added to an existing entity record.

App Insights integration now captures verbose logs.

Dashboard now shows badges to quickly and easily identify the number of outstanding actions for the various categories shown.

Dashboard no longer filters out actionable items depending on which reporting filter period is selected.

Patient address data no longer cleared on log in.

Timeline component now conditionally renders as a card for UI standardisation.

Pre-Render now disabled to speed up data loading performance. Will take longer to load HTML onto the screen but will prevent data double loading in the background.

Patient address postcode populated from quote request form now surfaced on the patient record.

Issue that was preventing sending of automated reminders resolved. Was due to transaction scope.

Introduction of the Treatment Planning Suite (TPS).

The TPS allows users with required role to compare all photos for a patient. Photos can be filtered by evaluation request. Each photo can be annotated and each annotated version can be viewed to give a full history.

The treatment plan itself now allows markup making complicated plans to be more legible and easier to follow.

When adding a treatment plan you can now mark as complete which will then complete the treatment planning activity and allow non-prescribing users a read only view.

You can now easily view the patients treatment plan history from within the patient management screen as well as within TPS.

Treatment plan required workflow is now conditional based on company settings.

Photos that open image gallery now show helpful image information such as status and related pose details.

Date and time of when a patient uploads a photo is now captured.

A new role has been introduced for 'Treatment Prescriber' ensuring only users with this role can add/set treatment plan.

Evaluation request page for admins now shows a chip button indicating if treatment plan has been set allowing a click to view.

'Customer' has been renamed to 'Patient' throughout the admin interface for clarity.

Major revamp of the Evaluation Request page presented to patients. Fully redesigned UI and a more stable camera integration.

You can now choose which mailbox connection to use when sending an email. Standard email elements such logo, title, and styling are still applied automatically to maintain consistent branding recognition.

You can now send an email from a task. This will create a note against the task for tracebility of work completed to avoid duplicating work.

You can directly view emails associated with a task from the task page.

Users can now be deactivated. After deactivation the user will be automtaically kicked out of any active sessions after a page refresh.

Added Gmail & Outlook mailbox connection management for secure automated email triage. While the app is going through Google and Microsoft verification (6–12 weeks), you may see temporary warnings such as:

Gmail: “Google hasn’t verified this app.” Outlook: “This app isn’t published by Microsoft.”

These appear only because verification is in progress. It is safe to select “Continue” to complete the connection.

Implemented an initial mailbox triage engine, retrieving unread messages, automatically matching senders to existing patients by email or name, and creating company-wide tasks based on incoming messages. If a patient match is found, tasks are linked directly to the patient; otherwise, a general company task is created. 📬⚙️

New report introduced to view the result of each email processed as part of the triage engine.

All emails processed by the triage engine are fully logged for auditing and troubleshooting purposes ensuring quick resolution of any issues. Dev dashboard extended to quickly view any errors.

Improved change log readability and formatting. Change log records are now tagged and you are able to filter by tag(s).

Certain CSS and JS bundling optimisations were causing slower page loads and visible content shifting during render. Asset prioritisation and optimisation logic have now been improved, resulting in faster load times and significantly reduced layout shift.

Introduced company-wide tasks. Tasks can be assigned to users for accountability. Tasks can also be assigned to patients. Dashboard will now track and display stats around task resolutions. Resolution rules can be configured in the company settings. 🗒️

Company audit record is now created when a user logs in.

Custom logo now scales to size of app header and vertically aligns.

Company creation only allowed for users with appropriate role.

To prevent email overload - reminders are only ever sent for the specified overdue days configured in company settings.

Audits now capture when users sign in using a magic link.

Font change making the site as a whole much easier to read.

Home page layout geared towards conversion with clear CTAs for clinicians.

Book demo form simplified with fewer required fields.

Authenticated user sliding refresh persists required claims which should prevent users getting stuck on a blank page loading screen.

Unsubscribe requests are now captured internally and surfaced in the patient details page.

First iteration of the Oral Health Analysis module introduced and can be configured to run manually or automatically. OH score is then surfaced within the Evaluation Request.

Webhook functionality introduced! 🥳 You are now able to manage webhooks from the company settings area. Webhook requests have a retry strategy to avoid transient errors with full result logging accessed within the webhook management section or within the Webhooks report.

Ability to customise text shown on the quote request page from the company settings section.

Added the marketing information report.

Platform highlights page introduced.

Footer wording changes.

Evaluation request action renamed from “Mark as Treatment Planned” to “Mark as Complete”, reflecting that quotes now manage treatment planning for new patients. Additionally, clinicians can now directly add a treatment plan within the evaluation request.

Canonical URL SEO warning fixed for Geographical Location slug page.

Patient gamification introduced to incentivise engagement, reducing sales delays and chair-side time. 🏆

Refined styling on the patient facing quote page to focus patients on viewing estimate details to gently encourage acceptance.

Side navigation grouped more intuitively for better usability.

Issue preventing export to CSV resolved.

SMS list filters now actually filter the data.

Introduction of more company configuration values giving you the ability to toggle: Finance Enabled, SMS for Evaluation Requests, Evaluation Request Feedback and Patient Issue Replies. 💬

Right-click / long press actions added to Evaluation Request rows for quick actions depending on state.

Patient manager now allows expansion of Evaluation Requests row to show associated automated reminders.

Patient manager now conditionally shows editable profile fields to clean the interface.

Admin Quote page improved layout and easier form submission.

SMS URL shortening now applied to all SMS messages sent.

Complete overhaul of the dashboard. Data is more logically grouped and styling more consistent. Data queries optimised.

Geographical location browse page introduced to prevent orphaned links.

Dynamic SEO content now has more null fallback values.

Evaluation requests with generic images but no photo are removed to prevent them being stuck in pending state.

Automated evaluation requests were incorrectly generated based on weekly interval minus 1 day.

Resolved error when admin user was redirected from unauthorised home to dashboard.

Evaluation manager now excludes Generic pose type.

When patient raises an issue they are instantly presented with reply/compose functions.

Patient quote now shows most recent primary product image with fallback behaviour.

Autocomplete address lookup wildcard improved.

API now exposes internal address controller with autocomplete endpoint.

API docs now ignore internal endpoints.

Improved unauthorised user home page menu styling and responsiveness.

Further security work for data protection and cross-application architecture access.

Job endpoint added to allow manual triggering of scheduled tasks (internal only).

Blog image deletion issue resolved.

Automated communications now send between 9am and 7pm to avoid unsocial hours.

Sitemap generation endpoint performance improved.

Geographical location lookup performance improved with enhanced SEO functionality.

Enforced single canonical path to improve SEO efficiency.

Updated icons.

Unauthorised user home page desktop menu shifted left.

Sitemap endpoint performance improved.

Location pages introduced for SEO-friendly URLs. 36,099 locations created.

Dynamic sitemap generation.

Dynamic location page SEO content generation.

Dynamic location page OG image generation minimal endpoint.

Blog filter-by-tag fix.

Various SEO header content introduced.

Site-wide blog function introduced.

Caching applied to most web assets including CSS, JS, icons and specific image directories.

Quotes now generate unique references to make them easier to identify.

App bar now occupies full width, improving sidebar space usage.

Sidebar now consistently closes on mobile after link click.

Bundling and minification of CSS and JS files. 🚀

Major overhaul of email functionality. Custom logo, colours and footer text now configurable.

Automated emails with URLs now use shorter, cleaner links.

Prompt appears when creating an evaluation request asking whether to notify the patient immediately. 📧

Unauthorised home page now has a content menu.

Dashboard overview now filters correctly based on selected company.

Introduction of “address” on patient and company objects with autocomplete lookup.

Conditional dismissible prompt prompting users to install as PWA.

🚀 Added PWA Support with Auto-Silent Updates including network-first strategy, offline fallback and full Lighthouse compliance.

Patient login now supports 6-digit authentication code via SMS.

Companies can now enable login codes via SMS (chargable).

Patients can upload optional extra photos.

Sidebar auto-closes on mobile after navigation.

Service worker enhancements with cache versioning and cleanup.

Home page sections created with SEO in mind.

Demo booking form introduced.

Footer links added.

Clinician and Patient about pages added.

Admins can now raise patient issues from the management screen.

Invalid photos now highlighted with a clearer red border.

Evaluation requests are no longer marked complete until “Treatment Planned”.

Introduced new “generic” pose type.

Evaluation request list can now filter items pending Treatment Planned.

Adding estimate now scrolls to new item.

Company theme colour picker improved.

Global culture info set.

Clearer camera-blocked / permission-denied messaging.

Manual emails can now include attachments directly from company file store. 📧

Remote Assessments Impact: calculates key environmental factors based on completed remote assessments. 📊

Dashboard layout modularised into 3 tabbed sections.

Major overhaul of patient quote acceptance journey (3-step flow). 🛒

Automated reminders now include full logging.

Automatic resolution of patient issues after 10 days inactivity.

Patient issue replies now contain resolution information.

Issues can now be re-opened by patient (within 7 days).

Admins can recall unread patient issue messages.

New automated issue-reply reminder.

Status page available at https://status.virtualconsultant.online

Duplicate filenames fixed for multi-file uploads.

Centralised route management introduced.

Admins can log in as a patient for troubleshooting. 🎭

Appliances now company-specific.

SMS sending introduced. 🗨️

Appliances can be managed and marked as base group.

Email+SMS list pages introduced.

New list component with consistent UI, pagination and search. 📋

Inactive evaluation requests now clean up related reminders.

IdentityRole replaced with ApplicationRole. 🔐