Milestone
Switching Systems, Onboarding & Setup
Moving a clinic across from its old system now brings over invoices, payments, clinical photographs and documents, with a short list of questions only the clinic can answer and a guarantee that imported records can never accidentally text or email a patient. The switching assistant is now open to every clinic, alongside a revisitable setup guide, clearer sign-up and discount codes.
New Feature
Theatre & Surgical Lists
A new Theatre Planning Meeting page, plus List, Cards and Gantt views with day-by-day navigation, and theatre cases that now keep the patient's appointment in step when they're moved, cancelled or deleted. Lists show the operation name, patient ID, allergies and relevant medical history, with a one-tap theatre clock for timings and new theatre utilisation reporting.
New Feature
Analytics, Budgeting & Strategic Planning
A new Strategic Planning centre with a saved report library, a plain-English verdict on whether you're short of clinic hours or short of demand, true practitioner and room utilisation, and retention/recall analysis. Budgeting arrives too — expenses split into cost of sales and fixed, profit waterfall, last-year comparison pulled from your accounts, and a Lost to Follow Up report you can schedule.
New Feature
Marketing Hub & Google Ads
Edit daily budgets, pause and resume campaigns and see every budget change without leaving Velastria, alongside new website analytics, search-listing and full marketing report tabs. An Outcomes view now follows real enquiries through to consultations and surgery, ad clicks are matched to bookings, and you can invite a marketing agency in with tightly restricted access.
New Feature
Competitor & Market Intelligence
Build a watchlist of local competitors — found by radius search, map link or company director — organised into groups with company filings, Google review tracking and AI-written briefings. A price comparator lines their published prices up against your own.
New Feature
Email Marketing
A brand-new email campaign tool with a drag-and-drop visual builder, audience and segment builder, scheduled sends, approval and edit history, and per-recipient open and click reporting. Autosave, 'save and close' and a gentle warning when a colleague is already editing keep work safe.
Improvement
Finance, Bookkeeping & Accounts
Reception and till sales, refunds and payouts now flow through to your accounts as properly itemised paid invoices, with sales, payment methods and locations mapped to the right accounts and a new All Transactions ledger. Refunds can be recorded manually with manager approval, 'already paid elsewhere' payments are supported, backdated payments save correctly, bank statement imports cope with large volumes, and the patient wallet shows money the clinic is holding.
New Feature
Gift Vouchers, Point of Sale & Retail
Gift vouchers from end to end — issue and redeem in clinic, sell online, nominate a recipient, send a designed e-voucher or print a PDF, with expiry and reconciliation handled in the accounts. The till now takes multiple items in one sale (treatments and products, VAT per line, stock adjusted automatically) with type-to-filter pickers, and the stock counting screens have been tidied up.
Improvement
Enquiries & CRM
Duplicate leads are consolidated to one per patient per pipeline and tidied up nightly, so unbooked patients stop disappearing from the board. Enquiry pages gain a consultation timeline and coordinator summary, lead outcomes are now yours to configure, a column shows where a patient got to in their previous journey, and web enquiries record where they came from.
New Feature
Content Studio
Compose patient-story content on a visual canvas, with the patient's photos along a timeline, procedure tagging, image and short-animation output and a publisher panel. Photos are only ever available where genuine marketing consent exists, and finished articles can be downloaded rather than published straight to a website.
New Feature
Staff, Roles, Access & Security
Staff can now switch on two-factor login, hold more than one role at once (with combined permissions), and each staff member has an Activity tab. Every view of a patient record and every photo or document download is now logged with a per-patient access history, and rota and practitioner details — ad-hoc sessions, working patterns, registration numbers, prescriber status — are easier to edit.
New Feature
Patient Records, Photos & Exports
A new one-click export produces the complete patient record as a single, legible PDF for subject access requests and referrals — chronological timeline, proper consultation layout, photographs the right way up and nothing printed twice. The Photo Library and Gallery are now one Photos area with a view toggle, live camera preview works on more phones and browsers, big photo imports run quietly in the background, and patient merge lets you search for the two records yourself.
New Feature
Subscription, Billing & AI Usage
Monthly usage statements for SMS and AI are now generated, emailed as a PDF and collected by Direct Debit, with a tenant-facing 'My Monthly Fees' page and self-service Direct Debit setup in Organisation Settings. Plan tiers are driven by a single matrix with a 'show as' preview, plus discount codes, a referral reward programme, multi-currency billing and per-feature switches for every AI capability.
Improvement
Consents & Questionnaires
Several consent forms can now be signed in one appointment at every clinic, and medical photography consent can be sent from the consultation workspace or Photos tab with an editable cover email and a notification when it's signed. Completed medical questionnaires are filed as a PDF in the patient's documents, pre-op questionnaires gained height, weight and BMI on your own letterhead, and the 'system error' that blocked some patient submissions is fixed.
Improvement
Consultations, Dictation & Meetings
Dictation is far more dependable — an honest microphone level, surviving a tab switch, no more silently lost audio, a resizable transcript box and AI notes that come through properly formatted. There's a new 'Repeat a previous treatment' shortcut, and meetings gain folders with access control, attached documents and typed-in transcripts.
Improvement
Calendar & Diary
A Wide View toggle hides both side panels for a full-width diary, calendar preferences get their own page and prominent button, and the staff filter is type-to-search. Group bookings and appointment add-ons are now supported, and several fixes stop appointments double-booking, keep break edits showing, and carry session location changes onto booked patients.
Improvement
Automations & Patient Messaging
A new rule chases patients who started a booking but never paid, without ever creating duplicates, plus a per-booking switch to silence emails and texts and an automatic questionnaire for returning patients. Messaging is steadier too: shared quick-reply snippets, capped privacy reminders, no repeat sends to addresses that bounce, and more reliable inbound texts.
Improvement
Legal Agreements, Quality & Compliance
One dated agreement pack you can read and sign on-device with a proper record of signing, plus published security and data-transfer documents so you no longer have to ask for them. Audits now have a sample-size step, automatic emails to lead auditors and a manager sign-off with visual summaries, alongside a compliance document review queue and a public QR-code incident report form.
New Feature
Prescriptions & Formulary
Write a prescription, send it for prescriber approval and get a branded one-page PDF filed straight into the patient's documents, with the clinic's letterhead, email and signature block. A clinic-curated list of drug templates makes writing common items a couple of clicks.
Improvement
Patient Portal & Public Website
Clinics can now choose which tabs patients see in the portal, with a mobile preview, and review invitation emails can be edited before they go out. Public enquiry forms send reliably from verified clinic addresses, and the Velastria website was refreshed with clearer pricing, feature detail and an automatically published monthly changelog.