Milestone
Third Party Providers & Insurers
A whole new way to work with hospitals, referring clinics and insurers: providers can sign in to their own portal to see the theatre time you set aside for them and book into it, and clinics can send a filled-in booking form to any provider, preview it first and see exactly what was sent. You can now record who is paying for each patient, hold each payer's fee schedule and cover requirements, see the shortfall before it reaches a quote, build the claim ready to key in, and register provider bills with their invoice attached.
New Feature
Switching Systems & Data Import
Moving from Clinic Office, Salesforce or Pabau is far smoother: patients, notes, alerts, questionnaires, documents, invoices, payments, staff, rooms, locations and appointment types now come across cleanly, with duplicates merged sensibly, nothing overwritten and nothing lost when two records share a name or birthday. There's a self-service setup page with headline numbers, plain-English export instructions, a nightly top-up of your old diary, and a guarantee that an import can never email your patients.
New Feature
Theatre & Surgical Journeys
You can now plan a patient's whole surgical journey from one page — build a named plan once, apply it to any patient, and have it send the hospital its booking pack, ask a third party to book, or tell the patient, all in the right order. Theatre lists now record which theatre a case is in, what equipment and anaesthetic it needs, when each stage happened, who is rostered that day, and let you answer a request with alternative dates.
New Feature
Phone, Calls & AI Reception
The Phone Hub is now three tidy panels that work on a mobile, with call history you can filter by who was on the call, and clinics can use their own phone number for calls and texts. Batch outbound calling arrives — build or upload a call list, have the AI draft the script, approve it, then ring the whole list, schedule retries and read every call afterwards — and a new live call console shows the conversation as it happens, spots what the caller is asking about, offers the soonest dates and shows your price.
New Feature
Online Booking
Enhanced online booking launches for Enterprise clinics: patients see the calendar first, answer your clinic's own questions, and what they tell you decides which appointments, times and insurer questions they're offered. Booking forms now have their own setup pages, a per-page flow builder, a health check showing whether each form works, and patients land back on your website rather than ours.
New Feature
Finance, Banking & Bookkeeping
Every bank account a clinic holds now lives in one place with cash in, out and closing balances over a rolling twelve months, statement uploads that recognise which account they belong to, and a Monzo connection that brings transactions in automatically each day. Xero gets a single workspace with month-end close, sync health and a bills inbox, treatment payments post to their own income accounts, and duplicate payments, own-account transfers and self-reconciled items are handled properly.
New Feature
Automations & the Automation Map
Rules can now be triggered by far more of clinic life — a patient texting you, an opt-out, a payment recorded by hand, a task, a quality record, an arriving document, an existing diary appointment or anything a patient answered on a form — and can send your saved templates or chase a patient letter two days later. There's also a striking new live map of every automation, workflow and AI feature in your clinic, in 3D or as a flat diagram, that you can search, step through and click into.
New Feature
Messaging & Inbox
One inbox now holds every conversation, with folders, right-click filing, working search, proper ordering and completed tickets tucked away, plus the ability to message colleagues at other Velastria clinics you work in. The SMS hub fits a phone screen, opening a text marks it read, you can reply to any message whoever it came from, and the Email Hub finally shows a whole folder with bulk delete.
New Feature
Marketing, Campaigns & CRM
Campaigns are now something you manage properly: build a mailshot audience from any combination of conditions, see what a campaign cost and what it brought in, and let rules add leads while only a person can remove them. Your CRM pipeline works by procedure rather than whatever the enquiry happened to say, you can design what leads hear at each stage, patients who text STOP are excluded from marketing, and clinic-branded emails and information pages can be designed once and reused everywhere.
New Feature
Letters & Dictation
Letters now go out on your clinic's own letterhead with every heading and address detail editable, can be emailed, deleted as drafts and written as referrals with or without a consultation. You can dictate a whole letter and have the recipient, header and address filled in for you, tidy the wording without risking the doses, and letters follow the patient's contact permissions.
New Feature
Patient Records & Wallet
The patient record gains a free-text notes box, next of kin, height, weight, BMI and NHS details, and appointment search becomes a proper search — filter and sort by any column, page it, export it (with every export logged) and find every case of a treatment you've performed. The wallet now shows packages and progress through them, lets you take payment part from the wallet and part at the till, and supports goodwill credit that never touches the books.
Improvement
Analytics & Reporting
Build your own monthly meeting page from any chart, see deferred income in pounds, and pick a single month without losing your trend history. New reports cover no-show rates by source, type, practitioner and location, what causes them, how many patients never return, nine years of retail product sales, and any treatment between any two dates — with long AI reports now running in the background and telling you when they're ready.
New Feature
Rota & Staffing
Build a theatre rota by dragging roles onto the day, save a theatre's usual team as a template, and put morning theatre and afternoon clinic on the same day in one template. The rota now shows the whole week including weekends, names each shift's department, lets staff mark working-from-home days, tells a manager when a shift is claimed, and lets you type a name instead of scrolling.
Improvement
Calendar, Diary & Appointments
The day view now shows every diary you select with no limit, names the room each practitioner is in, and books the patient at the location you actually chose. Sessions can be restricted to certain appointment types so the wrong thing can't be booked in, consulting rooms can no longer be double-booked, every cancellation asks why and frees its equipment, and patients are told what time to arrive rather than just when they're seen.
New Feature
Quality, Compliance & Regulatory Reporting
A cleaning manual becomes a live procedure library with a per-room audit rota, auditors can add notes and photos to any question, incident reports are visible to the clinic owner only, and confidential folders arrive for board and speak-up documents. There's also a complications report that captures outcomes national bodies have no box for, a much faster and more accurate complication scan, and a quarterly PHIN return you can download ready to upload.
Improvement
Patient Files: Documents, Consents & Photos
Documents can be filtered for labs and radiology, sent to a colleague for review as you upload them, and every time one is opened it's recorded in the access log. Consent forms behave properly when signing, show the real signing date, can be handed to a patient on an iPad from wherever you are, and questionnaires can be sent from the Forms tab; photo editing now keeps each edit beside the original in the patient's lightbox with above-and-below comparison, and mobile capture no longer loses photos.
Improvement
Staff Access & Security
Add-on roles now count everywhere in access control, logins can be switched back on or granted to staff who never had one, and email and practitioner status can be edited straight from the staff list. Unattended screens sign themselves out after an hour, staff at one clinic can no longer see or message staff at another, password resets are rate-limited, and clinic pages are kept out of search engines.
Improvement
Google, Website & Search Visibility
Each clinic now sees its own Google search data and the searches that brought people to each page, with website analytics hidden if there's no tracker, a reconnect button when a tab has no data, and campaign-to-patient tracking that shows how far each lead got. Google Ads conversions now report properly, including values that update as a deal grows.
Improvement
AI, Clinical Notes & Search
Long consultations now reliably produce clinical notes instead of failing quietly, and you're told if note generation ever stops. Answers are no longer cut off mid-sentence, half-written letters can't reach the approval queue, and clinic search can now look inside consultation transcripts and typed notes as well.
New Feature
Support, Feedback & Product Updates
Anyone can now report a bug or suggestion from inside Velastria or by email, and it becomes a trackable conversation you can return to, with owners able to see and answer everything their team has raised. There's also a public monthly changelog with an opt-in email digest, one-click acceptance of updated terms, and a calm holding page whenever the platform is being upgraded.