Documentation assistant for Allied Health Professionals

🐛 Tables generated from paragraph prompts now stay in the right rows

If you ask Everbility to turn a paragraph prompt into a table, multi-line entries now come through more cleanly in the editor. This reduces cases where one person or record was split awkwardly across rows or where nearby text was pulled into the table.

• Works better for one-column tables where each row includes several lines of detail.
• Follow-up text after a generated table is less likely to be mistakenly absorbed into the table.

🐛 Context notes no longer duplicate when you start over

If you delete or close a context note and start typing again, your work will now keep saving into the same new note. This prevents unexpected extra notes from appearing while autosave is running.

• Starting from a blank context note now creates one note and keeps updating it as you type.
• You should no longer see extra notes with date-and-time titles created from the same writing session.

✨ Draft notes now stay open until you're done

Your in-progress note now stays in one reusable draft tab, so you can switch to another note, open a report, or start a recording and come back without losing what you already typed. Choosing New Note again brings you back to that same draft instead of opening another blank tab.

• Unsaved draft text is kept when you move between notes and tabs.
• Starting a recording or creating a new note now reuses the same draft note.

🐛 Existing notes no longer get mixed up with a new draft

We fixed a rare issue where a brand-new note could finish saving after you had already opened a different note, making it look like the wrong note changed. The note you switch to now stays untouched, and the new note still appears normally once it has been created.

• This mainly helps when you move quickly between notes while a new one is still saving.

🐛 Reports added to Context now appear right away

When you use "Add to Context" from a report, the new Context note now shows up immediately instead of only appearing after a page refresh. That new note is also opened as your active Context note right away, so you can keep working without extra clicks.

• The action is now labeled "Add to Context" to match the Context tab.

🐛 New documents show the correct owner right away

New documents created from the writer now appear correctly in the sidebar immediately, instead of briefly looking like they were created by another team member. This removes a confusing mismatch and means you can trust the sidebar without refreshing the page.

• No refresh is needed for the sidebar to show the right person on a newly created document.
• This applies to documents created while writing and to documents generated in the background.

🎤 Live transcription no longer looks stuck before template selection

When you use Stop and generate during live transcription, the Finalising indicator now ends before the template picker appears. This makes the handoff clearer, so the screen only shows processing when Everbility is actually working and not while it is waiting for your template choice.

• The Finalising spinner no longer keeps running while the template picker is open.
• If you continue, the processing state comes back once note generation actually starts.

🎤 Live transcription now recovers automatically if your chosen microphone is unavailable

Live transcription is more reliable when the microphone you last selected has been unplugged or disconnected. If that mic is no longer available, Everbility now retries with your default microphone so you can start recording without opening audio settings first.

• If a saved microphone is no longer available, Everbility clears that missing selection behind the scenes so future recordings keep working.

🐛 Start in the document editor when Reports is empty

When you open Reports with no note or document selected, Everbility now shows the document editor first instead of dropping you into an empty untitled note. That gives you a clearer starting point and gets you to drafting faster.

• You will no longer land on a blank untitled note by default when nothing is open.

🗂️ Keep notes and documents open in one Writer workspace

Writer now uses tabs, so you can keep several notes and documents open without juggling separate panels. When you want both at once, split view lets you keep context on one side and your report on the other.

• Jump between open notes and reports without losing your place.
• Use split view when you want context open beside the document you're writing.
• On smaller screens, the new mobile tab switcher keeps the workspace easier to manage.

⌨️ Reach common Writer actions faster

A new command palette and keyboard shortcuts make common Writer tasks quicker if you prefer the keyboard. Starting a recording is also simpler, with controls that remember your preferred recording mode.

• Press Cmd/Ctrl+K to search for actions instead of hunting through menus.
• Shortcuts now cover tasks like switching clients or tabs, opening chat, starting recording, and creating a new note or document.

• The new Record button remembers whether you usually dictate with your microphone or capture a meeting.
• Shortcuts stay out of the way on small touch devices, where accidental key triggers are more likely.

🚀 Switching and saving feel quicker and steadier

Opening notes and documents now feels faster, especially when you return to something you've already opened. Recent fixes also make quick tab changes and autosave more reliable.

• Notes and reports you've already opened can come back much faster.
• You should see loading feedback sooner when opening a note or report.
• Recent fixes make quick tab changes and autosave less likely to interrupt what you're working on.

📅 See today's appointments first

When you open appointments in Everbility, the date range now starts on today instead of showing a full week. That makes it faster to focus on today's schedule, while still letting you choose up to 7 days when you need a broader view.

• You can still manually choose a wider appointment range, up to 7 days at a time.

🐛 Failed table prompts are easier to retry

If a table runs into a problem during generation, Everbility now leaves the prompt in place instead of treating the table as finished. Other tables in the same run can still complete, so one failed table does not interrupt everything else.

• Completed tables are kept even if another table in the batch fails.
• You can press Generate again on the failed table without rebuilding the prompt.

🐛 The Clients page now loads more reliably

Fixed an issue that could stop the Clients page from opening properly when you navigated there inside Everbility. You should now reach your client list more consistently instead of occasionally hitting an error page.

• This improves in-app navigation to Clients, especially when moving there from other parts of the dashboard.

🎤 Saved note recordings now load more reliably

If your browser had a temporary storage issue, saved transcription recordings could fail to appear or the Storage Management section could show an error. Everbility now recovers automatically so your recordings and storage totals are much more likely to load normally.

• The Recordings tab is more reliable after temporary browser storage interruptions, especially on Safari and other iPhone or iPad browsers.
• Storage Management is less likely to show a failure message when checking your saved recording count and space used.

🎤 Live transcription starts more reliably

Starting live transcription is now less likely to hit a browser error if Everbility is already in the background. We also made the recording prompt clearer, so it is easier to know that keeping Everbility visible, or keeping your screen on, gives you the most reliable transcription experience.

• The Transcribe panel now gives clearer guidance before you begin recording.
• A known browser issue no longer throws a disruptive error just because the page is hidden.

🐛 Pages are less likely to fail while loading

We fixed an issue that could make some pages show a confusing technical error instead of loading properly. If Everbility gets an unexpected response during a normal page load, it can now recover more gracefully and, in many cases, retry automatically.

• This reduces unexpected load failures in areas such as Clients, Reports, and Templates.
• It also helps prevent blank or broken screens caused by brief service hiccups.

🐛 Fewer interruptions when opening client and report pages

We fixed a couple of issues that could interrupt work in the clients dashboard and Reports. Pages now recover automatically from brief sign-in hiccups, and if a note is no longer available you'll see a simpler message instead of a confusing error.

• Client and report pages now retry once automatically if a saved sign-in session briefly goes out of sync.
• If a note can no longer be opened, Everbility refreshes the note list and shows an "Unable to open note" message so you can keep moving.

🐛 Client pages open more reliably

We fixed a behind-the-scenes issue that could interfere with opening a client record while moving around Everbility. Client pages should now load more consistently, especially when the app needs to confirm your sign-in before opening the page.

• Opening a client from elsewhere in Everbility now follows the same sign-in checks as the rest of the app.
• This improves reliability without changing the page layout or your workflow.

🐛 Pages recover better from brief connection hiccups

Everbility is now better at recovering from short connection issues while pages are loading. If a page briefly fails to load data, the app is more likely to retry on its own instead of leaving you to refresh and try again.

🐛 Report saves are more reliable

If a brief connection hiccup happens while you save a report, Everbility now automatically tries again in the background. This means fewer interrupted saves and less need to repeat your work.

• This applies when creating a new report, saving report edits, and renaming a report.

🐛 Template pages now redirect cleanly when you're signed out

If you open a personal or organisation template while signed out, Everbility now checks your sign-in status before trying to load the template. That prevents the confusing template errors that could briefly appear before you were sent back to sign in.

• Applies to both personal and organisation templates.
• Pages that require sign-in no longer show false template-loading errors while redirecting you back to sign in.

🐛 The sidebar status indicator is reliable again

The small status indicator in the sidebar now shows Everbility's current system health again, so you can trust it when checking whether everything is running normally. Warnings, maintenance, and outages are now reflected more accurately instead of showing stale or missing information.

• The pulsing ring now matches the status color, making issues easier to spot at a glance.
• If the latest status can't be loaded for a moment, the indicator falls back gracefully instead of showing something confusing.

🐛 Retry failed sections without losing completed work

If something goes wrong while generating several sections in a document, Everbility now keeps everything that already finished. The sections that did not finish stay ready to retry, with a clearer message so you can recover without starting over.

• Completed sections are preserved even if another section fails partway through.
• You can retry only the sections that failed without touching the ones that already finished.
• When several sections fail, you now get one clear message instead of a string of separate errors.

🚀 Fill PDF forms without leaving Everbility

You can now open PDF form templates, complete them in-browser, and download the finished PDF from the same workflow. AI Fill, signatures, and a review panel make it faster to finish forms while still checking the details before you send them.

• Open a PDF form template directly from the reports workflow.
• Use AI Fill for all fields or just the ones you choose.
• Draw or upload a signature and place it into the form.
• Review filled fields before downloading the final PDF.

✨ Keep document templates and PDF forms separate

Templates are now split into Documents and Forms, so it is easier to find the right starting point for the job. PDF forms also show up in the places you already pick templates, making them simpler to start and manage.

• Manage PDF form templates in their own Forms tab.
• Upload PDF forms and keep working while they process in the background.
• Choose PDF forms from the template selector alongside your existing templates.

🐛 See recent and upcoming appointments right away

The Appointments page now opens to a 7-day window centered on today, so you can check recent and upcoming appointments without changing the dates first. We also fixed a daylight saving bug so a full 7-day range still works when the clocks change.

• Both the main Appointments view and the calendar picker now start with today in the middle of the selected 7-day range.
• Seven-day ranges no longer get cut short or blocked during daylight saving changes.
• The calendar now hides extra dates from neighboring months for a cleaner two-month view.

🗄️ Archive clients without losing their records

You can now archive clients from the dashboard to remove them from day-to-day lists without deleting their notes, documents, recordings, or other history. A new Archive page in your profile lets you restore archived clients later or permanently delete them when needed.

• Archive one client at a time or several clients together from the dashboard.
• Archived clients are removed from active client pickers so everyday lists stay cleaner.

🧹 Delete multiple notes, documents, and chats at once

Cleaning up client records is faster now because you can select several notes, documents, or conversations and remove them in one step.

Bug Fix: Cliniko appointments now show only your schedule 🐛

We fixed an issue where some Cliniko users could see appointments for other practitioners in their team inside Everbility. Cliniko appointments are now correctly limited to the connected user's own schedule.

• Applies to Appointments in the dashboard and appointment selection inside Writer.
• No action is needed from existing Cliniko users.

✨ Make DOCX exports match your practice's formatting

You can now save your own DOCX styles and choose one when you export a note or report. This helps keep letterheads, headings, and spacing consistent without reworking the file after download.

• Upload a personal DOCX style for your own exports. Everbility provides a default doc to get started.
• Organisation admins can add shared styles for the whole team.
• Pick Everbility's default style or one of your saved styles each time you export to DOCX.
• Download the default DOCX style as a starting point for your own template.

Learn more about how to use this feature here.

🐛 Converting a client to an organisation client no longer crashes the dashboard

When you convert a client to an organisation client from the Clients dashboard, the page now stays stable and updates the client correctly. This fixes a bug that could interrupt you right after making the change.

• After conversion, the client's action menu now updates straight away to show the organisation-only options.
• You can keep working from the Clients dashboard without needing to refresh the page.

🖼️ Upload photos and scans directly

You can now upload common image files straight into Client Data and Writer, so scanned notes, forms, and photos no longer need to be converted to PDF first.

• Drag and drop image files into the same dialog you already use for PDFs and audio.
• Your existing upload limits now apply to images too, with clearer messages if you try to upload too many at once.

🚀 Custom integrations are easier to manage

If your organisation has Public API access enabled, you can now manage API keys from a dedicated API Keys page in Settings. Personal and organisation-wide keys are separated clearly, so it is easier to set up integrations and keep access under control.

• Create and revoke personal API keys from the same page.
• Organisation admins can manage shared keys for practice-wide integrations.

Reach out to support@everbility.com if you want us to enable API access for your organisation or if you are a developer who needs a test account to start building with Everbility!

✨ Developer docs are easier to find and share

We added Developer Docs to the public website and made those pages open without a sign-in step. That makes it easier to share setup instructions with your IT team or integration partner when connecting Everbility to other systems.

• Find Developer Docs from the website navigation, mobile navigation, and footer.
• Public links to the docs now open directly without a sign-in step.

🐛 Choosing a Knowledge Base item in reports no longer adds duplicates

Selecting a Knowledge Base result while writing a report is now more reliable. If you press Enter again right after choosing an item, Everbility will keep the single item you selected instead of adding it twice.

• Shift+Enter now creates a new line instead of selecting the highlighted Knowledge Base item again.

📥 Drag files straight into upload dialogs

You can now drag and drop PDFs or supported audio recordings directly into Everbility's upload dialogs instead of clicking an upload option first. That makes it quicker to add documents and recordings from the writer or a client's record.

• Everbility now recognizes whether you dropped a PDF or an audio file and starts the right upload automatically.
• You'll get clearer feedback right away if you drop the wrong file type, more PDFs than are currently allowed, or more than one audio file.
• Accidental drops outside the dialog are less likely to interrupt your work by opening the file in the browser.

🐛 Add New Client stays visible on smaller screens

Adding a new client is now smoother on tablets and other tighter screens. If the on-screen keyboard takes up too much room, the form switches to a compact layout so the name fields and action buttons stay on screen instead of getting cut off.

• Larger screens keep the familiar Add New Client popover.
• If the form needs to adjust while you're typing, the first and last name you entered stay visible.
• Form text now stays easier to read in light mode.

🔑 Share one PMS key across your organization

Admins can now set a single PMS integration key for Nookal and Halaxy that the whole team can use. Team members can connect to the shared key or keep using their own if they have one.

• Administrators can turn sharing on or off without re-entering credentials.
• Team members can connect or disconnect from the shared key in Profile settings.
• Revoking the shared key turns off organization access until a new key is added.

🚀 Generate multiple documents at once

You can now pick multiple templates and create several documents in one go. This is great for session workflows where you usually produce a small set of reports together.

• Select up to 3 templates from a redesigned picker.
• Templates show numbered badges so you know the order they’ll run.
• Recently used templates are pinned for quick access (remembers your last 5).

✨ Clear, per‑document progress with quick open

A new progress panel tracks each document separately so you always know what’s happening. Open a finished document immediately while others continue generating.

• Per‑document rows with clear stages: Preparing, Generating, Saving, Complete.
• Open a completed document directly from the panel.
• Cancel remaining generation if you need to stop.
• The panel auto‑closes when everything finishes and can be closed manually.

🎤 Live transcription starts only when a note is ready

We fixed a bug that sometimes tried to start recording before a note existed, which could cause errors and stalled sessions. Now recording only begins after a note is created, so starting transcription is dependable.

• If note creation fails, you’ll see a single clear message and nothing starts unexpectedly.
• Cancelling or navigating away during setup no longer leaves you stuck in a partial recording state.
• Behind the scenes we prevent stray updates, which eliminates the rare errors some users saw.

✍️ Write from appointments with one tap

You can now jump straight into writing a report from any appointment. This speeds up charting when you want to type instead of recording audio.

• New Write button sits next to Transcribe on each appointment.
• Opens Reports with the appointment pre‑selected and no audio settings.
• If a patient isn’t mapped yet, you’ll be guided to map them first, then continue.

✨ Failed PDF uploads now show the reason

When a PDF can’t be processed, the upload toast now shows the specific error from the system (for example, “Error counting pages”) instead of a generic failure message. This makes it faster to understand what went wrong and what to fix.

Halaxy Integration is now available 🔗

Everbility now supports Halaxy as a PMS integration. This means you can view your Halaxy appointments in Everbility, easility start a transcription for an appointment and push documents generated in Everbility to Halaxy with a click of a button. Here is our guide on how to set it up.

🚀 Start notes from appointments in the Writer

Kick off transcription straight from your schedule. A new Appointments button in the writer shows your upcoming PMS appointments (within a 7‑day window) and lets you start a note with the right client selected.

• Choose a date range up to 7 days and see appointments grouped by day.
• One‑click to start recording; if a patient isn’t linked yet, map them inline first.
• Automatically switches to the correct client when a mapping exists.
• Clear loading, empty, and error states so you always know what’s happening.

📅 See and act on your PMS appointments

Connect a supported PMS to view upcoming appointments in Everbility, filter by date, and start a transcription directly from an appointment.

• Find Appointments in the sidebar when Nookal or Cliniko is connected.
• Filter up to 7 days with an easy date‑range picker.
• Start recording with one click; we open the mic for you on Reports.
• If a patient isn’t linked, create or select a client and link in one step.

Exports now include appointment and case details 📎

Notes started from an appointment carry the appointment and case into your PMS export so documents file to the right place.

• Nookal prompts for a case if one is required before export.

Smoother recording controls and cleaner errors 🎤

The recording popover opens reliably (and only once) on desktop and mobile, with clearer errors when something goes wrong.

• No more duplicate auto‑opens of the mic popover.
• Date range selection on Appointments now picks the exact days you choose.

✨ Choose a Nookal case when pushing reports

You can now pick the exact Nookal case to attach your report to when exporting, so your report lands in the right place every time.

• Works even when the client is already linked; you’ll be prompted to choose a case.
• Filter cases by name and see their start dates to quickly find the right one.
• No active cases? We’ll attach to a "General" case automatically.
• Other practice systems continue to push directly as before.

Export reports directly Cliniko and Nookal 🚀

You can now push a report straight from the editor to your connected practice management system.

• New “Push to PMS” button in the editor (desktop and mobile).
• Patient matching flow lets you search and select the right client in your PMS before sending.

Manage PMS connections in Integrations 🔌

Connect Everbility to systems like Cliniko and Nookal from the new Integrations tab in your profile.

• New Integrations tab under User Profile.
• Guide links for Cliniko and Nookal.

Auto‑naming for Context and Documents 🏷️

Set your own naming format once and we’ll name new context notes, live transcriptions, and documents for you automatically. This keeps titles consistent and saves time.

• Build custom title format by dragging and dropping tokens like date, time, and client name, with a live preview.
• Find it in Manage Account -> AI Preferences → Auto naming; reset to defaults anytime.

Everbility is now SOC2 Type 2 compliant

We completed our SOC 2 Type 2 audit! Same Everbility, now more secure! 🔐

Start transcriptions faster from the Clients list 🎤

Kick off a live transcription right from the Clients table.

• New Transcribe button beside each client in your client list.

Rate AI generations with a quick thumbs up/down ✨

You can now tell us when the AI nailed it—or missed the mark—right where you work. Leave a quick thumbs up or down, and optionally add a short comment to help us improve future suggestions.

• Available in Writer Chat on each AI message.
• Also in Documents after generating content (open the ••• menu).
• Optional comment box lets you share what worked or what needs fixing.

Copied chat text now pastes cleanly, without grey boxes 🧽

When you copy from chat and paste into docs or emails, the background styling is stripped so it matches your destination. No more grey backdrops coming along for the ride.

• Works in common editors like Google Docs, Word, and Gmail.
• Keeps formatting like lists and tables, just without unwanted backgrounds.

Assistant is now built into Writer chat 💬

Chat with the Assistant directly inside Reports → Writer. Opening Assistant from the dashboard now brings up chat in fullscreen, so you can stay in one place while you write.

• Start a new chat or continue an existing one from history.
• Open chat in fullscreen or split view and resize it to fit your work.
• Dashboard links now open Reports with chat ready to go.
• Switching clients resets the workspace so nothing carries over.

Find, export and reference chats 🗂

It’s easier to manage conversations—browse history, export content, and add quick references without leaving Writer.

• New history menu with paging to reopen past chats.
• Export a chat or single answer to Markdown, plain text or Docx.
• Add research citations into answers (Beta).
• Drag answers into your document or click Insert.
• One‑click fullscreen toggle for focused writing.

Live transcription is simpler and more responsive 🎤

Start dictation from the chat input, choose your audio source, and watch text appear as you speak. It’s also smoother on mobile Safari.

• New mic popover with a clear “Transcribe” flow.
• Pick dictation or meeting with headphones and see live waveforms.
• Text inserts incrementally while you speak.
• If local storage fills up, transcription continues without saving.
• Safari mobile fullscreen and keyboard behavior is more reliable.

Smarter @ menu with Knowledge Base and Prompts ✨

Type @ to search your knowledge base or insert saved prompts—all from one menu. Add and edit items on the fly without leaving the editor.

• Choose Knowledge base or Prompts from a single @ menu.
• Save your own prompts and reuse or edit them later.
• Add new knowledge items or prompts without leaving Writer.

Writer: One Editor For Notes 📝

To simplify your workflow, we've retired the older notes editor under Client Data and moved everything to the modern Writer. Clicking 'New Note', 'Edit Note', or 'Transcribe' will now do the relevant action in Writer. This means all the new features and less confusing UX! ✨

Transcription: Choose Your Microphone 🎤

You can now choose which microphone Everbility uses before you start recording. This helps prevent “laptop mic by mistake” moments and makes headset and external mic setups more reliable. This update also includes a small stability fix when stopping recordings.

• Pick the right input device from a dropdown before recording.
• Check quickly if the microphone is picking your audio correctly.
• See device names as reported by your browser/OS for clarity.
• Avoid accidental recordings from the wrong mic.
• Benefit from a minor reliability fix in recording setup.

Enterprise Management 🏢

Everbility now has SSO support for enterprise users. This means that you can now use your existing enterprise SSO provider to login to Everbility.

Our enterprise users can now view memberships across multiple organisations. This also allows them to manage templates, knowledge base resources, rules, client sharing across all organisations. Reach out to support@everbility.com if you are a part of an enterprise managing multiple organisations and would like to use this feature.

Storage Management & Recording Improvements 🐛✨

We've fixed issues with transcription recording when your browser runs out of storage space and added new tools to help you manage your local recordings.

Previously, if your browser ran out of storage during a recording, the transcription would fail silently. Now you'll see a clear error message with a link to manage your recordings.

You can now enable automatic deletion of old recordings in AI Preferences. Set a threshold (default 7 days) and recordings older than that will be automatically cleaned up to prevent storage issues. The new storage management panel shows your total usage and gives you control over what gets deleted and when.

Analytics: Focus On Active Members 📊

Keep your analytics dashboards aligned with the people who are actually using Everbility. A new toggle on Usage Analytics lets you hide metrics from former organisation members so trends, charts, and exports reflect your current team.

Rules: Instructions For Your Entire Documents ✍️

Write it once, use it everywhere. You can now create “Rules” — short, reusable instructions that Everbility follows while generating documents. Use them to keep tone, language, and formatting consistent across your reports.

What you can do:

• Personal and team rules: Save rules for yourself, or create Organisation rules your whole team can use. Admins manage team rules; everyone can view and apply them.
• Apply automatically: Choose Always, or only for selected clients or selected templates (clearly labelled as Personal or Organisation).
• Use while writing: In the Writer, click Rules to see what’s active for your current document and add a manual rule on the spot.
• Reference your Knowledge Base: Type @ in a rule to pull in saved pages or text snippets so generations follow your source material.

Bug Fix: DOCX/PDF Export Formatting 🐛

We've fixed formatting issues with DOCX and PDF exports where headings were being incorrectly joined with the previous line. The export process now properly handles markdown structure to ensure headings, lists, and other elements are correctly formatted in the final documents.

Bug Fix: Title Updates After Template Generation 🐛

We've fixed an issue where document titles weren't updating properly after generating documents from templates. Previously, if you changed the document title after generating from a template, the new title wouldn't be saved or used in exports. Now your document title edits will be preserved correctly.

New Stop and Generate Button 📄

Generating a document from a transcription got a lot easier. The new stop and generate flow saves you a lot of steps:

1. Start transcription
2. Click Generate Document
3. Select Template
4. You are done! There is no step 4!

🚀\u00a0\u00a0Other Improvements

• Improved document generation responsiveness on mobile when template names are long.
• Clearerly show progress when generating an entire document.
• Duplicate generations don't happen in an already generated document.
• Recording correctly stops if microphone permissions are denied.

Improved Transcription Accuracy 🎧

We have made some changes to the transcription process that should improve the accuracy of the transcription.

🐛\u00a0\u00a0Bug fixes

• Generated headings should now revert properly.

Bug fixes 🐛

• Drag, drop and Insert of chat content in Writer is now much more reliable.

Writer Updates 🚀

We're excited to bring you several major improvements to make your documentation workflow even smoother!

Chat in Writer 💬

You can now chat directly within the Writer interface! Have conversations while working on your documents and simply drag the generated content from chat directly into your document. No more switching between screens.

You can also use Knowledge Base resources in the chat!

Formatted Content Generation ✨

The Writer now supports generating beautifully formatted content. You can ask Everbility to format your content in your instructions, and it will generate properly structured and styled documents right from the start.

Notes is now Context 📝

We've renamed "Notes" to "Context" throughout the application. This change makes it clearer that this section is where you add background information and context for your documents - less confusing and more intuitive!

Refreshed Visual Design 🎨

We've updated the color scheme in Writer to be easier on the eyes. When marking prompts, you'll notice the new theme-based colors are less glaring and more harmonious with the overall design.

These updates are all about making your experience with Everbility more pleasant and productive. Happy writing!

A better experience on smaller screens 💻

You will find that when using Writer there is much more space to write when working on capturing notes and generating documents. 🚀

This comes with an improved side navigation bar that is now more responsive and easier to use.

Transcription Bug Fix 🐛

Chrome v138 has introduced a regression that was causing transcription to not work. We have fixed this and you should now be able to transcribe audio again without any issues. 🆘

Document Generation Improvements 🚀

We have made some improvements to the document generation process with a much more consistent and accurate output that mantains the structure of the document and reduces repetitions.

Knowledge Base: Add Text & PDF Resources 📚

You can now add not just web pages, but also text snippets and PDFs to your Knowledge Base! This means you can save important reference material in any format and easily insert it into your prompts by using @ in the Writer.

• Web Pages: Save and reference any web page. Great for information available on the web that you want Everbility to reference when generating documents.
• Text Resources: Save and reference any text, not just URLs. Great for policies, guidelines, or frequently used information.
• PDF Uploads: Upload PDFs directly to your Knowledge Base. Each PDF becomes a resource that can be used in your prompts.

You can share resources added to the organisation knowledge base with other members of your organisation.

🐛\u00a0\u00a0Other Improvements

• Ability to delete multiple knowledge base resources at once.
• You are now prompted for confirmation when deleting a knowledge base resource.

Bug Fix 🐛

• Fixed issue where imported templates were not saving. 📄

Status Page 🚨

You can now view the status of Everbility services at https://status.everbility.com and also access it from our Help menu 🆘

Bug fixes 🐛

• Fixed an issue where adding a new note from Client Data was not automatically saving the note on paste. 📝

More reliable transcriptions 🎧

Everbility will now save your transcriptions as they appear for you. This will also protect you from any accidental page reloads or going to another page without stopping the transcription. 🆘 This feature is available when you transcribe audio from Client Data or in the Notes editor when using Writer.

🚀\u00a0\u00a0Other Improvements

• Deleting notes and documents in writer will now be much more peformant.
• Editor updates that improve reliability.
• Fixed positioning of the Prompt Generator in certain browsers.

Improved Search 🔍

You will see that Everbility is much more accurate at generating answers when you have selected multiple notes or notes that are extremely long. 🚀

🐛\u00a0\u00a0Bug fixes

• Fixed an issue where community templates couldn't be properly copied for organization users.

Knowledge Base 📚

We're excited to introduce our new Knowledge Base feature that allows you to add and reference external web pages in your prompts. Now you can save important URLs, articles, and references that you frequently use when writing reports. 📚

Just type @ in the Writer to see or add to your saved references. You can use the references in your prompts and Everbility will use them to generate your document.

Here are links to our guides that you may find useful:

• Knowledge Base
• Organisation Knowledge Base

🐛\u00a0\u00a0Bug fixes

• Fixed an issue where the transcription sessions were not being saved locally in case of internet issues if the transcription was started from the client data page. 🆘
• We have made the metrics related to the Active User count more accurate. 📊
• When toggling headers in the table, the editor will now not scroll to the top of the editor. (ノ-_-)ノ ~┻━┻

Bug fixes 🐛

We have fixed an issue where some characters in the generated document were causing issues with Docx/PDF exports. 🫡

Improvements 🚀

We have increased the maximum size of the audio file you can upload for transcription from 50MB to 95MB. 🎧

Improvements 🚀

Deleting resources (clients, notes, documents, conversations) is a little more user friendly now. Instead of typing the name of the resource to confirm deletion, you just need to type "delete". 🗑️

Bug fixes 🐛

• Fixed filtering of templates in the Writer.

Concurrent PDF Uploads 📄

We've added a new feature that allows you to upload multiple PDFs (upto 3) at once. Hello time savings! ⏳

🚀\u00a0\u00a0Other Improvements

• Safari uploads are more reliable. Reach out to us at support@everbility.com if you are having issues with uploads on Safari. 🆘

• Search is now more accurate when filtering templates. 🔍

🐛\u00a0\u00a0Bug fixes

• Fixed an issue where a note could not be created for a shared org client.

Improved PDF Upload Accuracy 📄

We've upgraded our PDF processing to be much better at understanding complex documents. This means more accurate text extraction from your PDFs, even for tricky documents with:

• Scanned pages
• Tables
• Handwritten notes
• Handwritten markings and annotations on forms

Not seeing the results you expect? Reach out to us at support@everbility.com.

Improved Accuracy when generating Tables 🎯

As promised we are improving the accuracy of content generated by Everbility. We have just released a change that has improved the accuracy and reduced hallucinations for tables in Writer by a significant factor. 🫡

🚀\u00a0\u00a0Other Improvements

• You can now mark any row or column as a header in a table and Everbility will fill in the rest.

• When selecting a template in Writer, only the template under the cursor will be highlighted even if there are other templates with the same name. 😅

PDF Downloads 📄

You can now download a PDF version of a document or note in addition to the existing Docx option when using the Writer. Let us know what you think and how we can improve this feature for you. Reach out to us at support@everbility.com.

Improvements\u00a0\u00a0🚀

When downloading or exporting a document or note from Writer, the name of the file will be the name of the document or note.

Improvements\u00a0\u00a0🚀

"Verify Selection" now shows updatated NDIS Guidelines links.

Bug fixes\u00a0\u00a0🐛

• Fixed an issue where client notes were not being retrieved when using "Verify Selection" feature.
• Fixed an issue where the generated document was not being saved after clicking "Start Writing" from personal or organisation templates.
• Fixed copying text out of the editor:
  • Merge tags without value are now copied as [Merge Tag Name].
  • Tables and paragraphs are copied without a background color.

Organisation Usage Analytics 📊

Org admins can now view usage analytics for their organisation. This is really great for understanding how your organisation is using Everbility. Usage analytics are available for organisations on the Enterprise plan. Reach out to us at support@everbility.com to get access to this feature.

🚀\u00a0\u00a0Improvements

• When on mobile the side navigation bar now closes when you go to a different page.
• We have added a link to the "What's new?" in the help menu on the Dashboard.

Improvements 🎧

We got some feedback that people were closing the notes editor while the transcription was still processing. We have updated the editors to prevent this from happening. Most of the UI is now disabled while the transcription is still processing. 🚫

Improvements 🚀

• When using Client Sharing, you can now filter clients by the creator member and assigned member without having to change pages to get the filtered list. This is useful if you have a large number of shared clients and want to quickly find the ones created by or assigned to a particular member.

Improved Accuracy 🎯

As promised we are improving the accuracy of content generated by Everbility. We have just released a change that has improved the accuracy and reduced hallucinations in Writer by a significant factor. More improvements are coming soon. 🔜

As a result you will also find that Everbility will now follow your instructions more closely. 🫡

Updated Guides 📚

We have revamped our Guides and made them up to date to make it easier to find the information you need. You can access the guides at https://www.everbility.com/guides. Let us know if there is anything missing or if you have any suggestions for improvements.

🚀\u00a0\u00a0Improvements

• Filter shared clients using the creator member 🔍

You can now filter shared clients using the creator member. This is useful if you have a large number of shared clients and want to quickly find the ones created by a particular member.

Transcription improvements 🎙️

Now you can transcribe audio from telehealth meetings in the browser. Everbility will be able to pick up the audio over headphones and attribute the transcription to you or the participant 🎧

You now also have an option to store a backup of your audio recordings on your device (these are never stored on Everbility's servers). This enables you to continue recording the session in case there is an issue with the internet and transcribe the session later. 🗃️

🐛\u00a0\u00a0Bug fixes

• If you are an organisation user and had trouble deleting notes, documents or conversations belonging to a personal client, you should now be able to do so.

Minor design updates 🎨

A fresh coat of paint added to the Writer side navigation bar.

Bug fixes 🐛

• Fixed an issue where all org members were not visible when assigning clients.
• Fixed filtering of org memberships and invitations.

Client sharing 🤝

Members of an organisation can now share clients with each other.

• You can view and add notes, documents and conversations for the clients shared with you.
• You can still create a personal client if you need to which will not be shared with others.
• You can convert a personal client to an organisation client.
• Org admins can assign different team members to different clients.
• Even for organisation clients, you can only edit notes, documents and conversations for the clients you have created.
• You can use the notes created by a different team member for a client to generate documents or conversations.

🚀\u00a0\u00a0Improvements

• You can now filter community templates by tags.
• Deleting a client, note, document or conversation will now require a typed confirmation to prevent accidental deletion.

• Dashboard sidebar now only shows Organisation features if you are a member of an organisation.

Assistant Copy and Paste 📋

We have fixed how copy and paste works in the Assistant. This is the case for both selecting text and copying or copying using the export menu.

Bug fix 🐛

Note transcription will now remain active after a change in page size.

New Dashboard Sidebar

We have revamped the dashboard sidebar to make it easier to navigate between different pages for clients and templates.

• The sidebar can now be collapsed and expanded.
• Icons will still be visible and clickable while the sidebar is collapsed.
• Community Templates can now be reached via the 'Help & Resources' menu on the sidebar and the template pages.

Trust Center 🔐

We have added a Trust Center which contains information about the security practices of Everbility. Security is a priority here at Everbility and now we are making it easier for you to understand how we handle your data. Check it out at https://everbility.com/trust.

Improvements 🚀

• Personal and Organisation templates are now sorted alphabetically.

Editor Upgrade 📝

We have upgraded the editor used in Writer and Notes which brings with itself a host of stability improvements.

• Table selection has been fixed.

Improvements 🚀

• Updated sign-in, sign-up pages design.
• Updated design of the user-profile page.
• Users now have the ability to update their profile picture.
• Added link to Everbility's blog to the home page.

Client Conversations 💬

Conversations are now associated with clients. Just like Documents you can see the history of conversations with a client under Client Data. You can use the "Uncategorised" client to have conversations with Assistant that are not associated with any client.

🐛\u00a0\u00a0Bug fixes

• We fixed an issue where Everbility was not updating the merge tags correctly.

Formatting Improvements 📝

Our aim is to make formatting in the generated document as close to what you see in Everbility and introduce more formatting options in the near future.

• Table column widths are much more dynamic now based on the content. We have sensible defaults and avoid very narrow columns as much as possible.
• Everbility will now maintain spacing between paragraphs when generating documents.

We have also sneaked in some more instrumentation to help us identify issues better and faster. 🐛

Bug fixes 🐛

• Performance improvements to the writer. ⚡
• The writer will now correctly place the generate/revert buttons when the document section is uncollapsed. ✅

More reliable table generation (ノ-_-)ノ ~┻━┻

Larger tables with row and column headers will be more reliable and produce unnecessary rows less often.

Clearer privacy policy and terms of service links

• We have updated the privacy policy and terms of service links to be more clearer on our signup and signin pages.

Clearer notification for non-subscribed users

• A non paying user will now see a notification prompting them to subscribe instead of a non-descriptive error message.

Bug fixes 🐛

• New lines are now preserved when downloading a document as a Word docx file.
• Tables are now exported properly when there is an empty new line before the table.

Editor Upgrade 🆕

We have updated the editor used in Writer and Notes which brings with itself a host of stability improvements especially for tables. You should find that tables behave much more reliably.

🐛\u00a0\u00a0Bug fixes

• Create New Document from Client Data selects the correct client.
• Changed "Edit Report" to "Edit Document" for consistency.

Security Patching 🔐

Run of the mill security patches released for the third party libraries we use.

Writer Fixes 🐛

• The documents and notes now open when you click on their name in the sidebar.
• We have fixed an issue where Everbility was not detecting the selected notes.

Brand new Writer 📝

Welcome to the new Writer! If you want to watch a video giving a quick overview of the changes, click away:

We have completely redesigned the writer and added many requested features. Some highlights:

Focus on what matters to you 🎯

Work on a note or a document side by side; focus on just your document or note; the world is your oyster.

Voice-to-text is getting upgrades 🎙️

You can now take notes while transcribing. Not only that, you can now generate the final document from the transcription with a single click!

Easy way to manage clients that you see just once 👀

Everbility now includes a way to store notes that do not belong to clients you see regularly. Thus, there is no need to create a new client for each interaction.

Navigation bar that is packed with features ⬅️

• Open and search both Notes and Documents without ever leaving the page.
• Move notes between clients.
• A clear indication of which note or document you have open.
• Generated documents can now be added to client notes. This means that you can use anything generated by Everbility to generate further documents.
• Filter down to only selected notes.
• One-click to de-select all notes when writing reports.

Works great on the go 📱

We do not encourage it but if you have to work on the go, you will find that Everbility is super easy to use. We have made our Writer feel right at home on your mobile!

Other Improvements 🌟

• Checkboxes don't strike through and behave correctly.
• Merge tags now work correctly for uncategorised documents.
• Numbered lists now work as expected.
• Generate and revert buttons don't overlap for multiple lines marked as instructions.
• You can easily start a new note or document from Writer without leaving the page.

PDF Upload Improvements 📄

We've enhanced our PDF handling capabilities:

• Improved PDF file type detection for more reliable uploads
• Better processing of tables within PDF documents

These updates should make working with PDF files smoother and more accurate.

Stability and Performance Enhancements 🚀

We've made several behind the scenes improvements to enhance Everbility's stability and performance.

🐛\u00a0\u00a0Bug fixes

• Fixed a bug that prevented PDF uploads if an audio upload occurred recently

🚀\u00a0\u00a0Improvements

• Added automatic scrolling to the top of the editor for better usability

Improved Audio Capture 🎙️

Everbility can now pick up low volume sounds more effectively. This improvement works particularly well with iPads, enhancing the audio transcription experience across devices.

PDF Upload Support 📁

We're excited to announce that Everbility now supports PDF uploads! This new feature allows you to upload PDF documents, in addition to audio files, to get client data into Everbility.

Everbility is able to handle all kinds of PDFs, including those with images, tables, forms, handwriting, multi-page documents, and more.

Reliability Improvements 🛠️

We've made several improvements:

• The users should now see a notification to refresh the page if a new version of Everbility is available.
• Improved follow-up question handling in conversations leading to fewer visible errors.
• Improved our API error handling leading to a more reliable experience.

Enhanced Error Detection 🔍

We've implemented better error detection throughout Everbility. This update will help us identify and resolve issues more quickly, leading to a smoother experience for all users.

Bug Fix (╯°□°）╯︵ ┻━┻

Everbility will be better at not generating unnecessary extra rows in tables.

Client sorting 👥

Clients are now sorted in alphabetical order for easier navigation

Bug fixes 🐛

• We have fixed an issue where if a row in a table had same content in multiple columns it would not be filled accurately.
• Creating very large templates should now work reliably.
• The Assistant would often incorrectly format the response. This has been fixed.

Bug fix 🐛

Pasting links into the editor now works without issues in Safari.

Improvements 🚀

• When marking an incorrect column/row as header(anything but row 1 or column 1) the editor will notify you of the same without causing the whole document to re-load.
• If you generate an entire document and the document does not have merge tags it would not automatically save after generation. This has been fixed.

Editor Upgrade 📝

We have upgraded the editor used in Writer and Notes which brings with itself a host of improvements. Some highlights:

• Table selection is much improved now with a lot of errors fixed.
• The formatting options in the toolbar work reliably when switching between "Normal" and other formatting options.
• Fewer crashes when using the editor.

Improvements 🚀

• Selecing a note that has greater than 10000 words when using Assistant or Writer provides much more accurate responses.
• Transcription generates fewer random phrases in periods of silence.

Bug fix 🐛

We discovered and fixed an issue where multiple uploads one after the other would result in an error. Note: There is a limit of 1 audio upload at a time.

Tables now have borders 🫥

Tables now have borders when exported to docx. This will make the tables look much better when you export the report to docx. 🚀

Bug fixes 🐛

• We discovered an issue where multiline text in a table cell would not be exported correctly. This issue has also been fixed 🛠️

Transcribe in-browser telehealth calls 📞

More transcription improvements. Everbility now transcribes telehealth calls that are being held in an app running in the browser. Just make sure that the voice of the other user is coming out of the speaker. 🔊

Improvements 🚀

• The transcriptions are much more accurate with less random phrases appearing.
• The transcription will now correctly spell the name of the client.

More reliability 🚀

We have implemented better checks across the app resulting in a much more reliable experience and fewer 401 errors experienced by the users.

New audio transcription engine 🚅

We have re-written the entire audio transcription engine resulting in transcriptions that are much more reliable and fault tolerant. We believe this should result in a much better experience for users using live transcription.

Improvements 🚀

• No more missing words at the start of the transcription.
• We are now using the new gpt-4o-mini model instead of gpt-3.5 are finding the responses much more accurate and faster.

Zero downtime upgrades 🚀

We have updated our infrastructure to allow for zero downtime upgrades. With the number of updates we push out this will greatly improve the user experience.

Improvements 🚀

• Any interactions involving AI will now be much faster as we have removed a bottleneck causing slowdowns.

Audio file uploads for transcription 🎙️

We now allow you to upload audio files up to 50MB in size. Upload the file and let Everbility do it's thing in the background while you do your work. When the transcription is finished a new note will be created for you with the transcription.

In our testing we were able to transcribe an hour of audio in under 2 minutes 🚀

Improvements 🚀

• With the introduction of the new upload feature we have removed the option to upload audio recordings when using the editor.

Prevent screen lock up during transcription 📱

We now prevent the screen from locking up during transcription. This means you can now let the transcription run on your phone without worrying about it stopping when the screen locks up.

Longer transcription sessions 🕐

We have increased the maximum duration of a transcription session to 4 hours as some users had requested the same for longer client sessions.

Improvements 🚀

• The option to create a new merge tag is now at the top of the drop down. We did not like the idea of moving our mouse much to get to it.

Shiny new onboarding flow 👋

Now when a new user signs up for Everbility we get them to personalise their account. This results in a much better experience for the user and no need to fiddle with the settings to get the best out of Everbility.

Bug fixes 🐛

• We fixed an issue where a new user sign up would result in a duplicate user being created due to race conditions.

Better error detection 🔍

Everbility now detects and reports errors in a more comprehensive way. This means that we will be able to the root cause of what caused the error and fix it for you much much faster 🛠️

Lock things down 🔒

We have implemented better scoping of our authentication tokens further preventing any chance of fraudulent activity. We continue to invest in improving our security posture.

New model just dropped 🆕

Everbility has now started using GPT4o behind the scenes. The result is much faster responses while keeping the same level of accuracy as indicated by our tests.

Faster everything ⚡

We have implemented a faster auth check that should result in a speed up for all interactions/actions when using Everbility.

Improved accuracy when creating documents 🧠

This is a big one! We have made some giant strides when it comes to accuracy of generated documents. Here are some of the differences you will see:

• When turning on Smart Select you will find that Everbility will be able to look through your notes in a more thorough manner and generate responses that cover more content relevant to the instruction.
• When selecting individual notes, for e.g. for generating a progress note/case note you will find that Everbility will not miss information present in the note.
• The documents generated with Everbility will have better continuity.

We believe that you will see reports that require less work to rework and contain comprehensive information from your notes!

Better voice transcription 🎙️

You will now find that the transcriptions of your voice are more accurate and silences are handled a little better than before. 🗣️

Bug fix 🐛

We have fixed a bug where any errors in getting information from our knowledge base would result in the response hanging for the user.

Bug fix 🐛

We have fixed a bug where a reaaaally long conversation with the Assistant would result in an error. Now you can have a conversation of any length with the Assistant without any issues. 💬

More speed 🏃‍♀️

You will see that responses are faster when you have NDIS turned on. 99% of the response are being delivered in under 6 seconds. That means Everbility looks through your notes, the NDIS guidelines and provides you with a response based on the provided instructions. SO MUCH TIME SAVING 🚀

Performance improvements all around 🚀

We have been hard at work making Everbility faster and more reliable. Some notable improvements:

• We have improved the resource usage on our servers by 5x. This means fewer errors when using Everbility.
• Now when you close the writer after clicking Generate everything we reliably stop the generation and you can continue from where you left off.

Generate entire report with a click ⚡

One of our most requested features is finally live. Now you can generate an entire report with a single click. No more clicking on each section to generate. Just click once and sit back as Everbility gives you that first draft really fast. 🚀

Here is a quick demo of this feature in action: Demo Video

Always visible status 🔔

Now you will be able to see whenever your report is saved. Even when you are in the middle of writing a long report. The "Saved" status notification will follow you around.

Bug fix 🐛

We noticed that when continuing a saved report the writer would save an empty document. Even though it didn't affect any customer data it would often lead to annoying error notifications. We have squashed this bug and you should not see this issue anymore. 🛠️

Bug fixes 🐛

• AI generated instructions are now unique. 🤖
• Show better error messages to the user when Everbility has issues 🫠

Generate template instructions using AI 🤖

Just like tables you can now use AI to create instructions for your templates. You can start with a sentence or an example or just a heading.

🐛\u00a0\u00a0Bug fixes

• Removed non working table action menu option in the writer. 🛠️

Create template tables using AI 🤖

Now, you can copy over your existing tables (from anywhere) and convert them to tables ready to be filled by Everbility at the click of a button. This feature has already saved us astronomical amounts of clicks!

Updated Landing Page 🛬

We updated our landing page with a couple of impressive features (we may be biased) that we released in the last couple of weeks. Check it out and share it around: https://www.everbility.com 👀

Update walkthrough 🆘

Everbility comes with a bunch of walkthroughs that you can use to learn about different features provided by Everbility. We have updated our "Quick Start - Writer" walkthrough to include updated information regarding how to use Everbility's Writer tool to supercharge your report-writing process.

Take it for a spin and let us know if there is any particular walkthrough that you would like to see!!

Stop button comes to tables 🛑

Changed your mind regarding generating a table? Now you can just easily stop the generation revert back to the original instruction and change whatever you want!

Improved Voice Transcription 🎙️

We gave our voice transcription some much needed love these last few days. Here are the improvements:

• The voice transcription will generate transcriptions much faster by a factor of almost 3x in more extended conversations ⚡
• The generated transcriptions will be much more accurate with the intent being captured more accurately 🎯
• The transcription will now handle silence much better and produce fewer filler words (in our tests it accurately picked silence in 95% of the cases!). In addition there will be less duplicate words in the transcription 🤫
• We have also fixed a bug where the transcription would not show up in the editor after it was processed 🛠️

Start Writing from Templates 🏃‍♀️

Now you can save a precious few seconds by clicking on "Start Writing" on the templates page (both individual templates and organisation templates)! This will drop you right into the writer with the selected template. A small but mighty quality of life improvement. 🚀

Stop Button in Writer 🛑

Yes it is finally here! The writer has a stop button for stopping Everbility from generating content. About time! 🚀

Upgraded Writer 📝

At Everbility we are very proud of the AI writer we have created for health professionals. We did a massive upgrade to the underlying architecture to make it more reliable and give us a stronger base to build on in the near future! You should see fewer crashes and a better experience when using tables. Let us know if you see any issues with the writer. 🗣️

🐛\u00a0\u00a0Bug fixes

• You can use tables again in the notes editor when taking client notes. (╯°□°）╯︵ ┻━┻

Verifiable AI 🔍

Today we are taking a big step towards massively increasing the confidence in any document you have generated using Everbility. Now you can select any content in Everbility and find real sources which can help you verify and provide evidence for anything generated with Everbility or pasted into Everbility.

We have lots of plans to make this feature even more powerful in the future. For now enjoy having a super powerful search engine at your fingertips that will save you hours and hours of time ⏱️

🚀\u00a0\u00a0Improvements

• "Toggle Prompt" is now "Mark as Instruction" to make it clearer what the button does. 📝

🐛\u00a0\u00a0Bug Fix: Empty sources causing reports to not load

We have fixed a bug where empty "Used Sources" would cause the report to not load. This should not happen anymore. 🛠️

Wear the badge with pride 🎉

Now users will have a clear indication of their subscription status. This will make it easier for you to know if you are on a trial or a paid subscription. 🙂

Show sources for generations 🔍

At Everbility we are committed to building the most accurate AI in healthcare! We are taking a big step towards that by showing you sources that were used to generate the content. You will be able to see the client notes that Everbility referred to (when smart select is on) and what NDIS web pages it referred to (when using NDIS as the funding model). We have a lot more work planned to help you build more confidence in anything generated by Everbility (something more coming next week!!). This feature is available anywhere you see Everbility generated content. 🤖

🚀\u00a0\u00a0Improvements

• We have redesigned the actions you can take in Assistant (Export, Find Research) to make them easier to access. 🔬
• We redesigned the action buttons in the writer to make them work on all screen sizes and just down right prettier. 🖌️
• The assistant is much more performant now. Less crashes!! ❤️‍🩹

Improved knowledge base 🧠

We have done a big update to our knowledge base adding the latest information from https://www.ndis.gov.au and https://ourguidelines.ndis.gov.au. You will see that any answers that Everbility provides will be more accurate and up to date. 🚀

Faster note creation ⚡

When creating a new note you will not have to delete the placeholder text anymore. It will be automatically removed when you start typing. 🚀

New Icons 🎨

The dashboard has new and consistent icons. Pretty things are important too! ✨

Organisation Templates 📃

We have introduced organisation templates!! You can now create templates that are specific to your organisation. This will allow you to make the templates once and share it with your entire team right from within Everbility!. Instant efficiency gains and standardisation across your team. 👥

Admins can create organisation templates and organisation members can use them, copy them.

🚀\u00a0\u00a0Improvements

• The writer page will look a little cleaner. You will not see the disabled writer till you select a client and a template to write a report. 🧹
• We have made a bunch of performance improvements to the dashboard page and the manage account page.

AI Improvements 🤖

We noticed that our AI had a tendency to get confused when it came across examples from the NDIS website that had names in them like this. We have made a number of improvements to the AI to make it more robust and accurate when it comes across examples like these. 🤖

New Client Data View 🗃️

We have made the client data view a little nicer to look at and use. You now have separate tabs for client notes (any session information, background information) and documents(generated using Everbility). Bye bye scrolling forever ∞ 👋

Docs -> Guides 📓

Did you know that Everbility comes with a manual that covers every little feature that Everbility has to offer? It used to be called "Docs" (a word popular in the world of software engineering) and is now aptly called "Guides".

You can access the guides at https://www.everbility.com/guides. We are sure you will find it useful.

Cleanup 🧹

We have removed the old demo link from the writer page. 👋

Organisations 🏰

We have introduced organisations in Everbility! Now you can easily create an organisation for your team and invite team members to Everbility! This also allows you to manage billing for your entire team from one single place. 🚀

Updated guides 📓

At Everbility we are continuously updating the product(and will continue to do so). We have updated our guides to reflect the latest changes and features. 📓

Are you finding our guides helpful? Let us know if there is anything you would like us to add to them. 🚀

New Landing Page ✨

Say hello to our new landing page that is guaranteed to make you smile! 😁 Did you manage to find all the tiny little interactions that make the page come alive? 🎉

We love products that delight us, and we will be introducing more and more delight into Everbility!

Products built for healthcare professionals don't need to be boring and soulless! ❤️

Shiny New Tables 🌟

You will see new tables everywhere in Everbility. Client notes, report history, conversation history have been updated to use the new tables. This will make it easier for you to work with your data stored on Everbility and this also means that we will make it easier for us to introduce search and filtering of report history and conversation history in the near future. 🚀

New Notes Editor 📒

Say hello to our brand new notes editor! 🎉 We have taken a leaf out of our report editor and have brought auto save to the notes editor. Now your notes will automatically save as you type. 🚀

Behind the scenes we the notes editor now has the same base as the report editor. This means that in the near future we will be able to bring a lot of AI features to the notes editor as well. 🤖 Watch this space!!

🐛\u00a0\u00a0Bug fixes

We have fixed a bug where the edit with AI feature was not working and would not show the AI generated content. 🛠️ It should be more reliable now. Let us know if you see any issues with it.

It's Raining Templates 🌧️

Everbility's flexible AI powered templates can cut down your report writing time by up to 80%! We just released a bunch of new example templates to help you get started. When adding a new template, you can copy from an existing example template and modify it to suit your needs. ✏️ A couple of other things that will help you take advantage of the new example templates:

• You can now easily search through the example templates.
• When you copy a template with merge tags and start writing a new report with it, Everbility will automatically create and fill the merge tags for you. 🤖

A step closer to different funding models 📜

Everbility was started with a focus on helping health care providers navigate the NDIS. We have grown now to be used by a wide range of health care professionals that work across different funding models all over the world. We are excited to announce that we have laid the groundwork to support different funding models. Now you can go to AI Preferences under Manage Account and select Other (Global) as your funding model. This will result in Everbility not giving you NDIS specific answers. 🌍

You will find Everbility to be really smart when you ask her about the funding model you work with. In the near future you will be able to specify which funding model your clients are trying to access. 🫂

NDIS Price Guide 🔍

A lot of our users wanted to use NDIS Search by Everbility to search the NDIS Price Guide. We have now made it possible to search the NDIS Price Guide. 🚀

The Need for Speed 🏎️

We have been cranking it up a notch and making Everbility a lot faster. Today was dedicated to a bunch of upgrades in the background to make Everbility a lot more faster and reliable. We are not done yet and will continue investing in making Everbility snappy. For the fellow nerds out there:

• Updated our data validation engine leading to a performance gain of anywhere from 5 - 50x (yes you read that right).
• Updates were made to how we handle connections to the database. Here is a pretty picture (less is better):

NDIS Search by Everbility

We are proud and excited to announce that we have released a free and very useful tool: NDIS Search by Everbility. This will allow you to search https://www.ndis.gov.au and https://ourguidelines.ndis.gov.au from one place. 🚀 Not only that, you are also provided with relevant resources that were used to generate the answer for you so that you can continue exploring the NDIS website. 📚

🚀\u00a0\u00a0Improvements

• The Everbility logo visible in the top right after logging in will now take you back to the dashboard. An annoying little quirk that has been fixed. 😮‍💨

🐛\u00a0\u00a0Bug fixes

• The toolbar in the writer was showing a scrollbar even on a larger screen. That has now been fixed and the toolbar is now a lot more usable. 🛠️
• We have fixed an issue where a table with headers on the left hand side would not be downloaded as a table when exporting the report to docx. 📝

💪\u00a0\u00a0Everbility becomes more resilient

We observed a problem where any issue with OpenAI would result in a flow on affect where Everbility would become unresponsive. We have made a number of changes to make Everbility more resilient to issues with OpenAI. This should result in less downtime and more reliability for our users. 🚀

🚀\u00a0\u00a0Report Generation Improvement

The report generation has been improved to be a little less repetitive. This should result in more varied reports and less repetition of generated content. 🎉

Fancy New Tables (╯°□°）╯︵ ┻━┻

Trouble sorting through your clients and templates? We have introduced new tables for clients and templates that allow you to sort and filter your data. 🚀 We are planning on rolling the new tables out everywhere in the coming weeks. 📅

🐛\u00a0\u00a0Fixed aggressive undo

We have fixed an issue where the undo button was enabled when the editor was first opened. This resulted in a couple of users deleting their reports by pressing it. Now you should not be able to undo your way to an empty report. 🚫↩ ️

Docs update 📓

We have updated our docs with the following content:

• Selecting your language
• Updates to types of tables
• Using merge tags

Refer a friend 🤝

We have added a referral program to Everbility. 🎉 You can now refer your friends to Everbility and get a discount on your subscription. 🤑 When a friend signs up using your referral link they and you will get a 10 AUD discount on your next subscription payment. 🚀

Select your preferred language 🗣️

Everbility now replies in your preferred language. 🎉 You can select your preferred language by clicking on your avatar and then picking your preferred language under AI Preferences.

We currently support US English and UK English. Let us know if you would like us to add support for any other language.

🐛\u00a0\u00a0Bug fixes

We have fixed a regression where you could not delete a client that had merge tags associated with them 🛠️

AI Powered Merge Tags 🤖

We have added AI powered merge tags to Everbility. 🎉 This will allow you to use merge tags in your templates and have Everbility fill them out for you. This has been a long requested feature and we are excited to finally release it.

You can use merge tags by clicking on the + icon in templates and writer. You can even add your custom merge tags. Everbility will automatically look through your client notes and select the correct information to fill the merge tags with.

🚀\u00a0\u00a0Improvements

• We have improved logging of user ids (no personally identifiable information) to help us debug issues faster and keep Everbility more secure. 🛡️

Easy access to community templates 🏃‍♀️

We have made it easier to access community templates. When you click on "Add New Template" you will now be prompted to either create a new template from scratch or use a community template. 🫂 Watch this space as we will be adding a number of new community templates in the coming weeks!

Error Logging ⚒️

We have added error logging to the Everbility app. This will notify us anytime an error occurs while you are using Everbility and will help us fix issues faster.

Easily insert tables +

How annoying is it when you have to scroll all the way to the top of the page to insert a table? 😢 No more. Now you can insert tables from anywhere in the document by clicking the plus icon next to the row. 🚀

Tis the season of Tables 🎄

Santa 🎅 is a little late but comes bearing gifts. 🎁 We have made a lot of improvements to tables over the last few weeks and are excited to share them with you!

🚀\u00a0\u00a0Improvements

• You can now use column headers to generate tables in addition to row headers. 🙌 This has been one of the most requested features and we are excited to finally release it. 🎉
• You can now provide hints in table cells. This will allow you to personalise table cells even more. Something you are used to doing when creating templates in a word processor. 📝
• The button to edit table is now much clearer and easy to access. 🛠️

🐛\u00a0\u00a0Bug fixes

• We have fixed a bug where a table row could not be deleted if it was added manually to the table and was empty 🧰
• Setting table headers works properly now and will not remove header from a cell when you are in fact trying to set it. 😵‍💫

Starter Guide 📓

We have created a starter guide to help you get started with Everbility. 🚀 By clicking on the Starter Guide button in the dashboard you can access self-guided demos to walk you through the most important features of Everbility. This should make it easier for you to get started with Everbility and make the most of it. 🙌

🚀\u00a0\u00a0Bug fixes

• User authentication and authorisation just got a lot faster. We have shaved off milliseconds from all our requests as we continue to make Everbility more snappy to use. ⚡

🐛\u00a0\u00a0Clients fetching bug fix

We have made our fetching of clients (and other data in general) more reliable. There was a bug where fetching of client data would fail sometimes. This should be fixed now. 🙏

🐛\u00a0\u00a0Voice to text bug fix

We continue to make our voice to text feature better. We have fixed a bug where some of the transcriptions were not appearing in the editor. 🎙️ Let us know if you see any issues with the voice to text feature. 🙏

Improved and Longer Speech to Text 🎙️

We have improved our speech to text feature to be more reliable, faster and to support longer recordings. 🎙️ Now you can use transcription for up to 180 minutes (3 hours) in one go compared to the previous limit of 10 minutes. The audio will also be transcribed much more frequently as you talk and this in turn will result in fewer cases of your entire recording not being transcribed if there are any issues. Take it for a spin and let us know how you find it 🗣️

🐛\u00a0\u00a0Bug fixes

• Fixed a bug where users would get a client side application error when transcribing in an empty document.

Multiple allied health professions 🎉

Our mission here at Everbility is to change the healthcare system for the better for both healthcare professionals and their clients. Today we are taking a big step towards that mission by supporting multiple allied health professionals. 🎉 Everbility now supports the following professions:

• Occupational Therapists
• Dietitians
• Physiotherapists
• Podiatrists
• Psychologists
• Speech Pathologists
• Exercise Physiologists
• ABA Practitioners
• Behaviour Support Practitioners

Selecting the correct profession will customise Everbility's AI models to your profession and make it easier for you to use Everbility. 🚀 If you want to use Everbility and your profession is not listed here, please reach out to us at support@everbility.com and we will add it for you. 🫶

Status Page 🚧

Something wrong with Everbility? You can now check any active issues we are dealing with and working on at everbility.statuspage.io. We will endeavour to keep this page up to date with any issues we are facing and the progress we are making on them. 🚀

You can access the page by clicking on the ? icon on the bottom left of the screen and then clicking on Status Page. 🚧

Account Management 🧑‍💻

Account management has a new home and a new look. We have consolidated billing management and account management into one place. To access account management click on your avatar on the top right and then click Manage Account. 🧑‍💻

Thank you ❤️

A big shout out to our user, Dave Jereb (Senior OT & Director - MoveAbout Therapy Services) for giving us such a glowing review. Our amazing customers are the reason we strive to make Everbility better every day. 🙏

Community Templates 👥

We are excited to announce that we have launched community templates! 🎉 These are ready to go report, letter and note templates that you can use right away. We will be adding more templates to this list over time. 🚀

This will make it easier for you to get started with Everbility and save you heaps of time. ⏱️

Everbility Blog 📝

We are excited to announce that we have launched our blog! 🎉 Check it out here. We will be posting content relevant to our community here, along with product updates, tips and tricks, and more. 🚀

Check out our first article on Occupational Therapy Models.

⚕️\u00a0\u00a0HIPAA compliant

We are very proud to announce that Everbility is now compliant with the Health Insurance Portability and Accountability Act (HIPAA). This means that Everbility is now compliant with the US Privacy Laws in addition to being compliant with the Australian Privacy Laws. 🇦🇺 🇺🇸

Everbility is committed to safeguarding your data and building upon a foundation of security and privacy. Being compliant with HIPAA is a big step in that direction. 🛡️ Some notable improvements to Everbility's security, privacy and reliability that have happened as a result of this are:

• All changes to Everbility are now reviewed by multiple people.
• Your data is now backed up in multiple data centers. Still encrypted and safe from prying eyes.
• All access to any of Everbility's infrastructure is logged and audited at a regular cadence.
• All employees of Everbility are trained on HIPAA compliance and privacy best practices and have their devices monitored for security best practices.
• Everbility has documented disaster and incident response plans to make sure that we can respond to any incidents in a timely manner.

Multi-Factor Authentication (MFA) 🛡️

Want added security? You can now enable Multi-Factor Authentication (MFA) on your Everbility account to add an extra layer of security. 🔐

🐛\u00a0\u00a0Bug fix

• Allow non-paying users to retrieve any reports they have generated. 💼

Import/Export Documents 📤

Everbility writer now allows you to easily import and export your documents/templates in a special Everbility format. This means that you can easily share your templates with your team members. 🤝

Your practice now needs to create a template just once, export it and share it with the rest of the team. 🚀 The team members can then import it and get started right away. This will save a lot of time and make it easier for you to collaborate with your team. 🙌

Thank you ❤️

A big shout out to our user, Tanya Williamson (Occupational Therapist/Director - Sensational Kids OT) for giving us such a glowing review. Our amazing customers are the reason we strive to make Everbility better every day. 🙏

Faster document store 🚀

Everbility is growing fast, and as a result, we updated our document store to be faster and more reliable. This should result in faster loading times when interacting with documents on Everbility. 🏃‍♀️ 📝

HIPAA Compliant Infrastructure ⚕️

We are pleased to announce that Everbility has started it's journey of being HIPAA compliant. Everbility is already compliant with the Australian Privacy Laws and as we gear up for our US launch, we are dotting our i's and crossing our t's to make sure we are compliant with the US laws as well. 🇺🇸

As a result, we spent a fair bit of time moving Everbility to HIPAA compliant infrastructure. This entails having contracts with all our vendors that they will follow the best practices when it comes to handling sensitive data, better backup and security practices, better monitoring of our infrastructure for issues, etc. This will make Everbility more reliable and secure for all our users. 🛡️

Better voice to text 🎙️

Voice to text got some much needed love. 💓 Now, if audio transcription fails for any reason (such as poor internet) Everbility will automatically download your recording for you. Not only that, you can then upload the recording when using the writer to transcribe it again. 🤯 You can even use Everbility to transcribe your existing audio files.

🐛\u00a0\u00a0Bug fixes

• We have massively improved the reliability of voice to text. Less frustration for our users who love transcribing! Thank you to our user, Dhania, for highlighting this issue to us. 🙏

Database upgrade 💪

• We have moved on to a beefier database! This should result in shaving off a few seconds here and there when using Everbility. ⚡

🐛\u00a0\u00a0Bug fixes

• We have solved the case of the missing generate button in the templates. 🕵️‍♂️
• We have fixed the issue where the Stop button would not work reliably when editing with AI in the writer. 🛑

Documentation 📓

We have added documentation to help you get started with Everbility and understand how to use all of it's features to the fullest. You can access the docs from the home page or by clicking the ? on the bottom left when using Everbility. This will be great as you onboard new team members and want to get them up to speed quickly. 🏃‍♀️

Edit with AI 🤖 ✏️

Everbility's AI powered editor now allows you to edit parts of the document with AI. Just select the text you want to edit and click on the ✏️ icon. Everbility will use it's knowledge about your client notes and rest of the report to do these edits. This will allow you to get through your documentation really fast. ⚡

AI powered tables

Our users love tables, and now we have AI-powered tables available in the writer. Just insert a table and add headers, and Everbility will look through your notes to fill up the table for you. We are committed to making the writer the best report-writing experience for you, and we believe this is a big step in that direction. 🚀

Checkout the walkthrough of the new feature by Angela.

Quality of life improvements

• We did some background updates to make Everbility more reliable which should result in faster error responses in case the OpenAI API is down. ❤️‍🩹
• More data fetching optimizations when using the new AI powered editor. Everbility makes fewer requests to the server now. 🛜

New support options

Reaching out to us for help just got a whole lot easier. You can now reach out to us via email, chat or book a meeting. We are here to help you get the most out of Everbility.

🐛\u00a0\u00a0Bug fixes

• Fixed a bug where the users would see an error notification momentarily when accessing their client data on templates. 🏃‍♀️

AI Powered Editor

Say hello to our biggest change yet. The new AI powered writer that allows you to write reports, letters, etc super fast. Backed by the knowledge about your clients and the Allied Health we believe this is going to completely change how you use Everbility and interact with our AI models. See it in action.

🚀\u00a0\u00a0Improvements

• Breadcrumbs have been added to make it obvious where you are when using Everbility and to make it easier to jump back and forth. 🍞

  

• You can access client data and report history easily when using the writer or the assistant. 📝

  

• Faster tooltips have been added throughout the app. 🗨️

• The voice text icon has been updated to make it clearer that you can use voice input. 🎙️

• General performance improvements for the app. Everbility now makes less requests and works the same. ⚡

• Performance updates to our editor to make it more stable.

🐛\u00a0\u00a0Bug fixes

• You can no longer send empty messages to the assistant. 🙅‍♂️ Thank you to our user Kim for highlighting this issue to us.

Smart Select

Select your client, turn on Smart Select and see how Everbility picks the right notes and gives you the answer! This brings the capability of not having to worry about the length of your notes anymore! No more worrying about which note to select. Everbility does that for you.

If you want, you can still select individual notes by turning smart select off.

🚀\u00a0\u00a0Improvements

• You can now download/copy the entire conversation at once

🐛\u00a0\u00a0Bug fixes

• Fixed a bug where the note would get unselected if you moved away from the window or tried to edit the note when using Assistant or Writer ✅
• We have solved the mystery of the disappear conversation. Your conversation is not going to disappear even if you leave your computer idle. Also, there is always history. ⏳

Voice Input

Now you can use voice input when using Everbility assistant or writer! 🎙️

You may have used speech-to-text on your devices before, but we promise you that this is a big step up. Built using the best speech-to-text AI models, you will be amazed at how well Everbility understands you!

Conversation History

We have conversation history! You can see and continue your past conversations here.

🚀\u00a0\u00a0Improvements

• Everbility is focused on Privacy and committed to protecting your data. We highlighted that on our homepage along with other design improvements. 🔐
• We have deprecated our old chat page. If you visit the old chat page, you will see a link to our assistant.
• We are active on Instagram! Say hello to us there: https://www.instagram.com/everbility/

🐛\u00a0\u00a0Bug fixes

• We fixed a bug when generating the follow-up question where the loading indicator would keep spinning.

Better Knowledge Base

Introducing "Explore", which intelligently provides you links from the NDIS based on your query.

As a part of this change, we also improved the Assistant's knowledge, and you will find it a bit smarter. We will continue to build this feature out and include other knowledge sources for different funding models in Australia and overseas.

🚀\u00a0\u00a0Improvements

• Assistant provides a follow up question that you can use to continue your conversation with the it. 🤖

• We have added a stop button to stop generating an answer in Assistant and Writer.

🐛\u00a0\u00a0Bug fixes

• Lists are rendered properly when talking to assistant.

New Writer

Writer has been revamped to make it easier to use!

🚀\u00a0\u00a0Improvements

• A reorganised view for templates so that you can find the right template easily.

Cross Device Notes

Everbility finally comes with cross-device document storage and an easy way to organise client notes and templates! Now access your notes from anywhere, anytime. 📝

As with any feature we introduce at Everbility, security and privacy are our highest priority. Any data you add to Everbility is encrypted and stored currently in Australia. In the future, we will offer our international users storage options in their respective countries.

Editor

We released our biggest update yet and released a brand new in-browser editor. Use a template and notes to generate a report section and see the new editor in action.

At Everbility, we believe we have just scratched the surface of how technology can positively impact the Allied Health space. We have decided to focus on documentation first, and today we took a big step to take report writing to the next level.

🚀\u00a0\u00a0Improvements

• Finding research is a lot faster now. We have gone from an average of 40 seconds to do research when clicking the "Find Research" button to an average of 15 seconds.

🐛\u00a0\u00a0Bug fixes

We fixed a bug where the Docx download was putting a lot of content in the same line. So more reliable docx downloads and less work for you when incorporating them in your reports!

Privacy

We are pleased to share that Everbility is fully compliant with the Australian Privacy Principles and the Privacy Act 1988. We have updated our Privacy Policy to reflect the same.

🚀\u00a0\u00a0Improvements

• You can now save your repeatedly used questions when talking to the Assistant thanks to the new "Question Library ⌘K"

• The prompts in the "Question Library" are now shown in their entirety and not truncated as before.

Spring Cleaning

🚀\u00a0\u00a0Improvements

• New users will now see example notes, templates and questions. To make starting with Everbility a little easier. If you have found Everbility too intimidating in the past, we hope this will help!
• Uploaded client notes can be viewed and edited when talking to the Assistant.
• Adding client notes and templates is a little easier with wider panels to upload documents.
• Everbility as a whole should feel a lot more usable on mobile. We still recommend using it on the desktop for the best experience.
• You can now copy/download the answers/reports generated by Everbility.

Report Generation

🚀\u00a0\u00a0Improvements

• Report writing is a big part of the workflow where we believe we can help. With that in mind, we have released the first version of our report-writing workflow, which allows us to generate reports based on Templates and Client Notes.
• ‘Example questions’ are available in the assistant by clicking the button of ⌘K shortcut.
• OTs love tables! The assistant is now capable of generating properly formatted tables.