UPDATES: New Features & Improvements
Posted on September 27th, 2025
Two Factor Authentcation
Help protect your Smilenotes account by adding two factor authentication, (including the option to enforce 2FA for other users on your account).
Learn how to set up 2 factor authentication...Merge Client Feature
Helps manage duplicate client records.
We've also added a feature to cross check existing client records when you create a new client to help avoid duplicates.
Learn how to merge a client record...Share Treatments
- Admin users or account owners can set up treatments and share with other users on the account.
Learn how to share treatments...
Appointment Diary “remember last state”.
When you navigate to another page then return to the appointment dairy, the calendar will remember the view where you left off.
Export Client Data
We've made it easier to export of all the data for a single client, (eg notes, files, details etc).
Learn how to export data for a single client...GENERAL IMPROVEMENTS
- Added gridlines on the appointment diary for greater clarity.
- Email notifications for team members when you share treatments or templates.
- Added new field for “Doctors email” to the client profile.
- Added “Accept Privacy Policy” checkbox to record whether clients have agreed to your practice privacy policy.
- Speed enhancements - it's faster to load-up client data.