new features added include
Stock & Dispensary
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Products & Remedies tab — supplements, remedies, herbal preparations
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Practice Supplies tab — consumables you use but don't sell
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Cost price, sale price, unit, category and reorder level per product
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Supplier link — connects to contacts module
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Stock movements — purchase, sale, adjustment, write-off
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Products sold in session — linked directly to patient records
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Stock auto-updates on session save, reverses correctly on re-edit
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Low stock alert on welcome dashboard — amber warning at reorder level
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Transaction history — date filter, value totals, print / PDF
and
📄
Documents
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Practice Documents — contracts, policies, GDPR notices, cancellation policy
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Patient Documents — consent forms, insurance authorisations, GDPR sign-offs linked to patient records
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Document templates — reusable starting points with merge variables
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Merge variables — patient name, address, DOB, practitioner, practice details auto-filled
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Signed date tracking — consent and sign-off dates recorded and shown at a glance
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Print / PDF button — clean letterhead output on every document
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Seeded templates — Associate Contract, GDPR Privacy Notice, Consent Form, Cancellation Policy, Insurance Authorisation
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Access control — Admin to manage templates, Medium Level to create documents, all staff to view
and a
🔗
Patient Enquiry Widget
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Embeddable enquiry form — patients request appointments from your own website
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Direct link or iFrame embed — works on WordPress, Wix, Squarespace or any site
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Practice notification email — name, phone, email, preferred time and condition note
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Patient confirmation email — reassures enquirer the practice will be in touch
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Enquiries log — all submissions stored in Setup regardless of email delivery
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No live diary exposed — practice confirms appointments manually, stays in control
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Unique practice token — secure per-practice link, activate/deactivate with one toggle
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Email options — PHP mail, SMTP or Mailgun/SendGrid supported
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see all features at https://soul-trade.com/cspractice/features.html (https://soul-trade.com/cspractice/features.html)