This release includes the integration of QuincyCHAT secure patient texting with QliqCHAT secure staff texting enabling users to text staff and patients and external entities from within the same app.
The QliqCONNECT legacy app will be sunset on Monday, June 2nd. At that time, the mobile and desktop app will no longer function or be supported.
Impacted Products & Features
Click on the highlighted links of the Quick Links menu to jump to the impacted products and features.
Quincy
Version: 25.4.1
Video Visits / QuincyCHAT
What's New
Agents – Rich Text Editor Added – Agents can now compose messages using a rich text editor with formatting options like bold, italics, lists, and links, making communication clearer and more professional.
Improvements
Video Visits – Browser Permission Help Modal – A new help modal now guides users through enabling camera and microphone permissions in their browser, ensuring smoother video call setup and fewer connection issues.
Video Visits – Screen Sharing Permission Modal – Added a new modal that helps users enable screen sharing permissions in their browser, making it easier to start sharing screens during calls without technical interruptions.
Bug Fixes
Document Preview on Mobile – *.docx and .doc files can now be opened and previewed directly in QuincyCHAT.
Blank Conversation Fix – Resolved an issue where blank conversations appeared with a patient name but no assignee. Conversations now display correctly only when assigned and contain valid messages.
Chatbots
Improvements
Chat Bots – Branching by Scored Form Results – Bot workflows can now branch automatically based on the scored form's category that corresponds to the recipient's answers, enabling personalized follow-up actions and responses. To use this capability, add a Quick Form node and attach a scored form to it. From here, add workflows to each of the Scored Form Categories, as you usually would using a Quick Reply.
Chat Bots – Improved Carousel Accessibility – The check mark in carousel messages has been replaced with a clear, accessible button, making it easier for users to select and confirm their choices.
Bug Fixes
Chat Widgets
Improvements
Chat Widgets – Improved UX and UI – The Chat Widget tabs have been redesigned for a cleaner layout and smoother navigation, making it easier for users to configure and manage widget settings.
Quick Sign
What's New
Quick Sign – Advanced Report with Stages – A new Advanced Quick Sign Report is now available, showing detailed document stages for each Quick Sign submission. To access the progress (stages) of the document, select Quick Sign/+Sign Auto Campaign.
The list of all the +Sign documents and their stages is displayed.
Quick Sign – Attribute Mapping for Date, DOB, and Text Fields –Administrators can now map attributes - Date, Date of Birth, and Text fields - making it easier to prefill and sync patient data accurately across documents.
To insert attributes into a new or existing template:
From Quick Sign, access View Templates
Upload or edit an existing template
Select edit
Click on the Sign Here button.
Select the Text, Date or Date of Birth field and drag it to its desired location
Select the attribute to autofill and press save
Improvements
Quick Sign – Placeholder Height Memory – When you adjust the height of a placeholder, Quick Sign now remembers that size and automatically applies it to any new placeholders you add, ensuring consistent formatting across the document.
Quick Sign – Minimum Text Field Size Enforcement – Text fields now have a minimum size limit when created or resized, preventing them from becoming too small to view or select while maintaining layout flexibility.
+Sign – Email and SMS Notifications for Submissions and Completions – The sender now receives instant alerts when a document is submitted or completed via +Sign. Notifications can be sent via email or SMS, helping teams respond faster and keep stakeholders informed in real time.
Quick Sign – Start Modal Added: Added a Start Modal to provide a clearer, guided experience when beginning the signing process.
Quick Forms
What's New
+Form – Send Quick Forms Within a Campaign Sequence – Administrators can now send quick forms directly to patients without needing a chatbot conversation.
Upon selecting the Quick Form message, the edit box opens where you add the message and attach the form to be sent.
Completed forms can be viewed in the existing Quick Form/Submissions page. The status of Quick Forms used in a campaign can be viewed in Quick Forms/AutoCampaigns.
IMPROVEMENTS
Quick Forms – Reworked UX and UI – The Quick Form module has been completely redesigned with an improved user interface and streamlined experience, making it faster and more intuitive to create, send, and review forms. The vertical bar between the existing forms and the form creation field can be moved to better view the desired section.
Administrators can now customize the form's look and feel by clicking the ellipses in the top-right corner of the screen.
Step by StepForm activation and Scored Forms setup are now under settings.
Scored Forms – Flip Functionality for Charts – Added a flip feature for the Median and Distribution charts, allowing users to switch views easily. The Survey chart remains accessible when the feature is enabled.
Care Campaigns
What’s New
Automated Care Campaigns – Quick Form Message Node – You can now include Quick Forms directly in your automated care campaigns using a new Quick Form message node, enabling seamless form delivery as part of your campaign flow. See the Quick Form section of the release notes for details.
Care Campaigns – Google Review Functionality – Organizations can now prompt recipients to complete online Google Reviews. Click here for more information.
This is a paid feature. Contact Support or your account manager for details.
Improvements
Custom Attributes – Data Type Support – You can now assign data types to custom attributes, ensuring cleaner and more accurate data entry. Supported types include Text, Numeric, Date, Phone Number, Email, and Boolean, each enforcing its own input rules for better consistency and validation.
To access this capability, select Care Campaigns/Attributes/Add a Custom Attribute, then select the desired data type in the drop-down menu. The data type chosen will appear in the Attributes table.
Attributes – Option to Hide Standard Attributes – Admins can now hide standard attributes across the platform, making them optional and removing them from forms, tables, and side drawers in +Chat, +Form, +Sign, and Care Campaigns. Visibility can be toggled on or off at both the group and subgroup levels for flexible data management.
To hide attribute access for Care Campaigns/Attributes, click the eyeball icon. To reactivate the view, click on the eyeball again.
Care Campaigns – Patient Creation Logs – Administrators can now view who created each patient and when, with new Created by and Created at fields visible in the Patients list for improved audit tracking and accountability.
To add the columns, click on the down arrow (circled). Columns to display are blue. Once selected, the blue columns are visible in the Patients’ table. To remove a column, click on the down arrow and deselect the columns; the hidden column turns grey.
Care Campaigns – Improved Gender Recognition in Patient Imports – Imported CSV files now recognize and automatically convert M/F entries as valid gender values, resulting in smoother, more accurate patient data imports.
Bug Fixes
Patient Import – CSV Template Alignment Fixed – The CSV import template now fully matches the Patient Edit UI, ensuring consistent field definitions across both. The sample CSV includes all required headers, in the correct order, and with clear examples, providing a single, reliable format for patient data imports.
FAQs
Bug Fixes
User Pofiles
What's New
User Profile – Personal Contacts Tab – Added a new Personal Contacts tab under Connected Groups. This page displays all contacts invited by the current user in a table with columns for Name, Email/Mobile, Organization, Invited On, and Status, making it easier to view and manage personal invites.
User Profile – Invite Source Visibility – You can now see which user or organization invited a contact directly in the User Profile, improving transparency and invitation tracking.
QliqCHAT
Version: 3.0.535
What's N
Bug Fixes.
Desktop App
What's new
QliqCHAT – Draft Messages & Scheduling – You can now compose messages ahead of time and either save them as drafts or schedule them to send automatically at the perfect moment. This makes it easier to plan your conversations, stay organized, and ensure that important messages reach your audience at the right time.
Drafts
Draft a new message as you usually would
If you close the message without sending it, it is automatically saved as a draft
To access, edit, and send the message, you can either click on the contact to access the message and send it, or click on the new message icon, then click on Drafts & Schedules, select drafts, and choose the message you want. Edit the message, as needed, and press send.
Scheduling
Type the message as usual. Instead of pressing the send arrow, click on the down arrow to schedule the message. Select the time, and the scheduling window closes.
To change the schedule, click the new message icon, then Drafts & Schedules, and select Scheduled to view the message. Hover over the schedule to see options:
Trash can - discard
Right arrow - send now
Clock - change the schedule settings
Native Image Editing After Capture or Upload – You can now crop, rotate, and annotate photos directly in QliqCHAT after uploading, making it faster to clean up and clarify images before you send.
Workflows – Labels – Admins can create, edit, and color-code labels in Quincy to organize conversations. In QliqCHAT, users can assign one label per conversation, view it in the list and details, and search by label. Labels are synced across devices, and a complete label history tracks when labels are added, changed, or removed.
Labels are organization-specific. Administrators set up labels in Webprod by navigating to Labels Management and clicking Create New Label. Enter the label name and select the label color. You may optionally add a description. Press Save.
Bulk Delete for Archived Conversations – You can now select and delete multiple archived conversations at once, making it easier to manage and clean up old chats. To access Archived Conversations, click on your avatar and then Archived.
This has no impact on what is saved to the QliqSTOR.
Accessing QuincyCHAT from QliqCHAT on Windows - When Windows users access QuincyCHAT from within QliqCHAT, QuincyCHAT will launch in the user’s default browser.
QliqCHAT – “You” Label in Sender Chat Bubble – Messages you send now display a “You” label in the chat bubble, making it easier to identify your own messages at a glance.
Updated Emoji Reaction Colors – Emoji reactions now have refreshed background colors for better contrast and clearer visibility in conversations.
Moved the Connectivity Cloud, Sent and Received Contacts, and Urgent Messages icons from the top panel to the side panel in the chat view for improved accessibility and layout consistency.
Bug Fixes
QliqCHAT – Smooth Message Deletion – Messages now delete instantly without lag, making conversations faster and more responsive.
QliqCHAT – Accurate Message Recall – Recalling an email or phone number message now works dynamically, ensuring the information is removed as expected across the conversation.
QliqCHAT – 64-Bit Version Available – QliqCHAT now installs as a true 64-bit application, improving performance, stability, and compatibility with modern Windows systems.
After a fresh install, you can confirm it’s located in C:\Program Files\ (not C:\Program Files (x86)\).
QliqCHAT – Correct Pasting from Word on Mac – Copying content from Word on Mac now pastes as text instead of a .jpeg file.
QliqCHAT – URLs with Special Characters Now Work Correctly – Links containing special characters are now preserved and clickable when sent in QliqCHAT messages.
QliqCHAT – Removed User Conversations Hidden: Group ID conversations belonging to removed users are now hidden in the QliqCHAT desktop app, ensuring conversation lists remain accurate and relevant.
QliqCHAT – Improved Pasting Behavior on Desktop – When pasting text in QliqCHAT on desktop, the cursor now remains in the correct position instead of automatically moving to the end of the text field.
Prevent Multiple Instances – Only a single instance of QliqCHAT can be opened at a time, ensuring smoother performance and preventing system slowdowns.
Conversation chats – Scroll Bar Visibility Fixed – The scroll bar now stays visible and accessible when the keyboard or text box is open.
Audio File Saving Fixed – Audio files now save correctly without getting stuck on the blue loading icon, ensuring recordings upload and send as expected.
App Relaunch Fixed – After quitting the app, users can now reopen it without any issues.
Conversation Printing Fixed – Conversations with long messages now print correctly without errors or missing content.
Improved Pasting Behavior on Desktop – When pasting text, the cursor now stays in the correct position instead of automatically moving to the end of the text field.
Notification Sound for QuincyCHAT Alerts –. Notifications now play the default incoming message sound across all platforms.
What's N
Bug Fixes.
Mobile App
What's New
QliqCHAT – Draft Messages & Scheduling – You can now compose messages ahead of time and either save them as drafts or schedule them to send automatically at the perfect moment. This makes it easier to plan your conversations, stay organized, and ensure that important messages reach your audience at the right time.See the Desktop app for detailed instructions.
Native Image Editing After Capture or Upload – The photo and video recording screens have been refreshed for a more modern, consistent experience. You can now crop, rotate, and annotate photos directly after taking or uploading them, making it faster to clean up and clarify images before sending.
Workflows – Labels – Admins can create, edit, and color-code labels in Quincy to organize conversations. In QliqCHAT, users can assign one label per conversation, view it in the list and details, and search by label. Labels are synced across devices, and a complete label history tracks when labels are added, changed, or removed.
Labels are organization-specific. Administrators set up labels in Webprod by navigating to Labels Management and clicking Create New Label. Enter the label name and select the label color. You may optionally add a description. Press Save.
Bulk Delete for Archived Conversations – You can now select and delete multiple archived conversations at once, making it easier to manage and clean up old chats. To access Archived Conversations, click on your avatar and then Archived.
This has no impact on what is saved to the QliqSTOR.
Improvements
QliqCHAT – “You” Label in Sender Chat Bubble – Messages you send now display a “You” label in the chat bubble, making it easier to identify your own messages at a glance.
Updated Emoji Reaction Colors – Emoji reactions now have refreshed background colors for better contrast and clearer visibility in conversations.
Do Not Disturb Mode Enhancement – When DND mode is turned on, users do not receive push notifications for regular messages. Only urgent messages will appear, ensuring that important alerts still reach you while minimizing distractions.
Bug Fixes
QliqCHAT – Accurate Message Recall – Recalling an email or phone number message now works dynamically, ensuring the information is removed as expected across the conversation.
QliqCHAT – URLs with Special Characters Now Work Correctly – Links containing special characters are now preserved and clickable when sent in QliqCHAT messages.
QliqCHAT – Removed User Conversations Hidden – Group ID conversations belonging to removed users are no longer visible in the QliqCHAT desktop app, ensuring conversation lists remain accurate and relevant.
Conversation Chats – Scroll Bar Visibility Fixed – The scroll bar now stays visible and accessible when the keyboard or text box is open.
Conversation Printing Fixed – Conversations with long messages now print correctly without errors or missing content.
iPhone Notification Notifications Restored – Changing the notification sound now correctly updates and plays the selected tone when new messages arrive.
Android Audio Notifications Restored – Fixed an issue where message notifications didn’t trigger sound; users now hear audio alerts for incoming messages as expected.
Notification Sound for QuincyCHAT Alerts Fixed – Resolved an issue where Quincy alerts had no sound on mobile (foreground). Notifications now play the default incoming message sound across all platforms.
What's N
Bug Fixes.
OnCall Scheduling
What's New
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Improvements
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Bug Fixes
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Limitations
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VisitPath
Improvements
What’s improved?
Smarter Filter Behavior: Status filters now apply only to today, ensuring you’re always seeing accurate real-time data. Past dates will display full route history without status-based filtering noise.
Context-Aware Search: Whether you're monitoring live activity or reviewing past visits, the new search logic adapts to your view - showing location, route, or list results depending on your context.
Clearer Route Visualization: Overlapping paths are now easier to interpret, with each user represented by unique colors, better layering, and route popups showing timestamps, visit details, and SOS events. Pop ups summarize key milestones in the user's route.
Fill & Sign
What's New
N/A
Improvements
N/A
Bug Fixes
Fill & Sign documents can now be attached from conversation threads.
Uploads from Fill & Sign now complete successfully
Qliq-Assisted Calling
What's New
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Improvements
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Bug Fixes
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Limitations
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Admin Features
Reporting
Improvements
Dashboards – Clickable Summary Cards for Status Filtering – Summary status cards in all reports are now interactive. Clicking a card automatically applies its status as a filter across all dashboards, making it faster to drill down into relevant data.
Usage & Limits – Scored Forms Tracking – The Usage & Limits report now includes Scored Forms and Scored Form Submissions, giving admins clear visibility into form usage and submission activity across their organization.
Reports – Date Picker and Quick Range Buttons Added – All reports now include a date picker and pill-style quick range buttons (e.g., Last 7 Days, 30 Days, 3 Months), making it easier to adjust and view data across different time periods. All reports now default to showing data from the last 7 days instead of displaying all records, improving load times and focusing insights on the most recent activity.
bug fixes
Message Activity – CSV Export Fixed – CSV exports now work correctly when filtering Message Activity by user.
