CoolFocus 5.5: Scheduler, Reports, and Portal Foundations

All updates

What's new

  • Scheduler introduced the Visit Board, appointment-to-visit handoff, appointment reminders, and reschedule/cancel workflows.
  • Reporting gained new center, client demographics, statistics, CareNet renewal, and Giving statement and print-template views.
  • Client and donor portals received better translations, appointment instructions, payment-method management, and clearer empty states.
  • Case and chart workflows gained multi-select chart fields, unified case chart views, approval dashboard widgets, and configurable visit statuses.

Fixes and polish

  • Entity save behavior, recurring donor management, Twilio settings, client portal appointment dates, and DICOM image loading were tightened.

See CoolFocus in action

Get a walkthrough of the latest updates with someone who knows your ministry.