CoolFocus 5.5: Scheduler, Reports, and Portal Foundations
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
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