This release gives you faster visibility into cash flow and compliance right from your Practice Hub, more flexible ways to analyse revenue, and less manual work when reconciling cash sheets or chasing up patients.
It introduces two new Practice Hub tiles — Outstanding Debt and UDA Tracking — daily/weekly views for Revenue Opportunity, new quick date ranges for the Income tile, several Cash Sheet enhancements, and patient names and emails added to two of your reports.
💷 Outstanding Debt tile
What's new?
A new Practice Hub tile shows your total outstanding debt at a glance, how many patients it's spread across, and an aging breakdown (Current / 30 / 60 / 90+ days). Click any bucket to jump straight into the Debtors List, pre-filtered to those accounts.
Key benefits
See it at a glance – Total debt and patient spread, without opening a report.
Understand the risk – An aging breakdown shows how overdue your debt is.
Act faster – Click a bucket to go straight to the relevant accounts in the Debtors List.
🎯 UDA Tracking tile
What's new?
For groups with NHS England UDA contracts, a new tile shows side-by-side forecast rings for whether you're on track to hit your year-end and month-end claimed targets. Drill through to the UDAs By Period report for the full detail. Available now in the Add Tile panel.
Key benefits
Know your position – See at a glance whether you're on track for year-end and month-end targets.
Spot issues early – Catch a slipping forecast before it becomes a problem.
Dig deeper – Drill through to the UDAs By Period report when you need more detail.
📈 Revenue Opportunity: daily & weekly views
What's changed?
A new interval selector lets you analyse revenue opportunity at a Daily or Weekly level, instead of everything being smoothed out monthly — great for spotting short-term patterns.
Key benefits
More granular view – See daily or weekly movements, not just monthly averages.
Spot patterns faster – Short-term trends are easier to catch before they add up.
Flexible analysis – Switch between intervals depending on what you need to see.
📅 Income tile: more useful date ranges
What's changed?
The Income tile now offers five quick periods: last working day, last week, month to date, last month, and financial year to date.
Key benefits
Faster answers – Jump straight to the period you need without extra filtering.
More relevant ranges – Options that match how practices actually check income.
Less clicking – Common date ranges are now one click away.
💳 Cash Sheet enhancements
What's changed?
Finance and Stripe have been added as payment methods, cheque fields now default to 0 so there are no blanks to fill in, and the Cash Sheets dashboard opens with your practice pre-selected and the last 7 days as the default date range.
Key benefits
More payment methods – Finance and Stripe now sit alongside your other options.
Less manual entry – Cheque fields default to 0 instead of requiring input.
Ready when you open it – Your practice and a last 7 days date range are pre-selected.
📋 NHS UDA Detail by Provider: patient names
What's changed?
Patient Name now appears at both COT Summary and COT Detail levels, on screen and in CSV/scheduled exports — no more cross-referencing COT numbers back to the PMS.
Key benefits
Save time – No need to look up patients separately in your PMS.
Clearer reporting – Patient names are visible directly in the report and exports.
Works everywhere – Included in on-screen views, CSV, and scheduled exports.
📧 Recall Effectiveness Detail: patient emails
What's changed?
Patient email addresses have been added to the report and its CSV export, so overdue-recall lists can go straight to your comms workflow. This update also fixes a misaligned heading row in the CSV.
Key benefits
Ready for action – Send overdue-recall lists straight into your comms tools.
Less prep work – No need to source emails from elsewhere first.
Cleaner exports – The CSV heading row alignment issue has been fixed.
✅ Fixes and Improvements
A range of smaller fixes and improvements have also been made across the platform in this release.