Version 10
Contents
Version 10.17 Release Notes - April 26, 2017
❖ Remake Cases - "Set Case as Remake":
➢ A new option has been added to the Cases tab of the customer form as well as the Case Finder module for, “Set Case as Remake”. This new option is located directly below the “Remake Case” option and is only visible for cases that can be set as a remake case.
➢ If a user attempts to set a case as a remake that is submitted from the customer web portal and has a status as submitted, the user will be notified that when activating the option, the case will be automatically accepted and the case will be marked for remake. When this option is initiated on a submitted case, an Audit Trail Log for the automatic process of accepting the case will list in the Audit Trail tab of the case.
❖ Cases:
➢ On Case entry and edit, there was previously an issue when selecting to apply a discount after for certain discount codes that are set by percent. This has been corrected and all issues with the percent discount distribution have been resolved.
➢ When a case was submitted by the Customer Web Portal and accepted by a user, the audit trail logs have been enhanced to provide more detailed information instead of the standard Revision log
➢ The "Notes & Instructions" tab has been restructured to accommodate the "Delivery Notes" text field.
➢ Users are now prevented from saving a case if the "Route" field is blank and "Local Delivery" is selected.
➢ On the Shipping tab - Weight & # Of Pieces fields were not correctly initialized on edit which caused an error on creating a carrier shipment. This has been resolved and will properly populate on case entry and edit.
➢ New fields have been added on the General tab of cases for:
oSex
oAge
oPatient Chart
❖ Customers:
➢ Under the Preferences section of the Customer settings, users are now able to configured Preferences by Practice Doctor.
➢ The Local Deliveries tab from the Customer main form is available for tracking case local deliveries. The following actions are now available when each delivery is automatically created on Invoicing a local case:
oComplete Delivery - for tracking the case(s) in the selected delivery have been confirmed for delivery
oDelete Delivery - which allows users to delete the delivery if it is not necessary to track in the system
❖ Customer Pickups:
➢ A new module has been added on the Pickups sub tab of the customer main form.
➢ Users may now maintain and track pickups scheduled or requested from the Customer Web Portal using the Carrier Shipping Integration or for Local Pickup requests.
➢The following options are now available when each pickup is pending, scheduled and/or completed:
oDelete Pickup
oComplete Pickup
oTrack - This option can be used if a tracking number available
oPrint Label - This option is used for Carrier Shipping pickups that have been scheduled through the Customer Web Portal
oPickup Slip - This option is used for local pickup requests
❖ Accounting:
➢ The Payment Date as converted using "hh:mm:ss" instead of "HH:mm:ss".
❖ Users Management:
➢ The section for Group management has been added and is available for users to create and edit custom groups. This includes setting and configuring users group membership as well as application policy setup.
❖ Try-In Cases:
➢ For cases that have been Invoiced for Try In, users may now use the "UnInvoice" option in order to cancel the Sent for TryIn case that is created when using the invoice for TryIn option. This option is to be used when a case is incorrectly invoiced for TryIn.
❖ Emails:
➢ When sending an email, if there were images inside the .html added from a URL, the email was not sent due to an internal error parsing the images. This has been corrected and will no longer return an internal error.
Version 10.10 Release Notes - January 11, 2017
❖ Customers:
➢ On Related Info from the Customers main form, two new tabs have been added for Affiliation and Staff which allows users to record and maintain Customer affiliations and staff information
➢ When using the “Update” feature for the Customer “Account #”, the updated and newly assigned account number will populate based off of the settings configured in the Global Settings.
➢If changes are made in the following areas of customer information, users are prompted on whether to update all open cases following selecting to save changes:
o Edit Address 1,2, City, State, Zip, Country fields
oSetting a customer to currently on COD or Never on COD
➢The following modules' grid display have been enhanced for speed and stability when creating and maintaining new records:
oCustomer & Case Alerts
oCustomers - Attachments
oCustomers - Education Courses
❖ Fulfillments:
➢ A new module has been added for Customer Fulfillments which is located on the Customer main form.
➢ Users are able to add, edit and delete fulfillments for each customer account
➢ Fulfillments can be created and marked as shipped selected with a specific Carrier. There is also a field available for a user to enter in a tracking number for tracking purposes.
❖ Laboratory Settings:
A new tab has been added to the Laboratory settings to specify users for the selected lab. This option is only intended for companies maintaining a multi-lab environment with specific users for each lab.
Version 10.9 Release Notes - December 10, 2016
❖ Customers:
➢ New fields are available on the Practice Info tab of the Customer main form for:
o Starter kit date
o Date graduated
o License expiration date
➢ On creating a new customer or case alert, the Expiration Date field has been enabled for users to manually enter a date
➢ When uploading or attaching and editing customer attachments, the Document Date field has been enabled for users to manually enter a date
➢ New fields for Graduated On and Birth date are available when adding and/or editing a Practice Doctor
❖ Statements:
➢ The create and process statement module has been enhanced for speed and stability.
❖ Cases:
➢ The height on case entry and edit has been enlarged to accommodate TryIn Reason
In certain instances, when typing in characters to search for a product ID, the incremental search was not pulling the correct product IDs. This has been corrected. Additionally, the auto-complete will now start searching for Product ID from the first letter instead of performing a 'wild card' search.
➢ The confirmation prompts have been removed in order to enhance the user speed when performing the selected action. The following actions will no longer prompt the user for confirmation:
o Invoice
o Invoice Try-In
o Credit Case
o Duplicate
❖ Calls:
A new option for "Go To Customer" has been added to the following call forms:
oMy Calls
oDepartment Calls
oWeb Calls
❖ Customers – Local Deliveries:
➢ A new option has been added for View Signature which allows the user to view a digital signature that was capture through the Route Manager Add-on application
❖ Users Management:
A new application policy has been added for Delete Deliveries which will grant users the rights to delete a customer delivery.
❖ View/Send ePop:
➢ ePop History has been updated allowing the user to view Sent Messages
➢ In previous versions, there was an issue at times when using the Mark All as Read option which has been corrected.
➢ With a subscription to Technician Bench and Route Manager Add-on applications, users can send ePop messages to technicians and drivers
➢ ePop History list now specifies the sender type the ePop was sent from.
➢ The display on ePop History will display the whether the ePop received or sent is from a Driver, Technician or User
❖ Credit Memos:
➢ Enhancements have been made when creating and editing a credit memo. Users are now able to make changes to the product information and pricing as well as select for a reason.
➢ If a case is selected to credit and the case does not have an open balance, a user can create a credit memo based on the case. This also allows for users to select from three different options on how to apply the credit memo distribution
❖ General:
A refresh option has been added into the filter window for the following modules:
•Customer - Cases
•Customer - Calls & Notes
•Customer - Accounting - Payments
•Customer - Accounting – Credits
❖ Global Settings:
➢ A new option has been added in the Case Validation tab of Case option to require users to select a reason when posting Debit/Credit Adjustments and Credit Memos
➢ The reasons maintenance has been added with a new option to support creating a reason for Try-In
➢ The maintenance list for Remake Codes has been enhanced with an inactive checkbox option which allows users to mark codes as inactive
➢ The maintenance list for Discount codes has been enhanced with an expiration date field as well as a checkbox option to expire a discount code
❖ Case Finder:
➢ A new option has been added to the toolbar for Go to Customer which will redirect the user to the customer account of the case highlighted
Version 10.7 Release Notes - November 18, 2015
❖ Performance Optimization and Enhancements:
➢ The following modules have been enhanced for speed and stability:
oProducts - TL & Shades maintenance in Global Settings
oMerchant Accounts in Laboratory Settings
oPost Payment on Home page and Accounting from the Customer form
❖ Merchant Accounts:
➢ If you have not subscribed to the Credit Card processing integration, a new advisory text will display in the Laboratory settings which notifies the user to subscribe in order to utilize the Merchant Accounts module
Version 10.6 Release Notes - November 13, 2015
❖ Performance Optimization and Enhancements:
Calls / Case Calls / Customer Calls - Change "Date" to "Due Date" column as Jessica suggested on 10.14.2015
❖ Application Settings:
➢ A new module has been added which allows users to create Product Translucency and Shade maintenance lists that can be set on the Product for selection
➢ With the newly added module for Translucency and Shade, there is also now available a section on Products maintenance which allows users to create a default selection to Translucency and Shade.
Version 10.5 Release Notes - October 06, 2015
❖ Performance Optimization and Enhancements:
➢ The Practice Doctor tab on the customer form has been enhanced for speed and stability.
➢ There were a certain modules that returned an error when using a CustomerID that contained a single quota character: ‘. This has been corrected so a single quota character is supported throughout the application on all modules
Version 10.4 Release Notes - September 17, 2015
❖ Accounting:
➢ CODNotes / CreditHoldNotes / CollectionNotes will notify and prevent the user from saving if the total text exceeds 255 characters
❖ Reports:
➢ Reports that allow for users to select from a look up list will now allow users to pull up the list of available selections instead of selecting from a drop down menu. This has been enhanced for users in the event the selection contains a large amount of records.
Version 10.3 Release Notes - August 18, 2015
❖ Cases:
➢ When creating a credit memo for a case, there are two new options available for “Save” and “Cancel” on initial entry.
❖ Calls:
➢ When creating a new call, a user can relate the call to a case by using the option to open the case finder to search for and select a case
➢ When relating a call to a case, the "Patient Name" and "Pan Number" info fields will be correctly populated corresponding to the case related
➢ If a call is related to a case, there is a new option added to clear the case number which will clear the case from being related to the call
➢ The option for Print Work order (Print WO) and Share with Customers will only display when a call is related to a case
➢ A correction have been made in the Phone drop down list where "Other Phone" would have displayed as "Office"
➢ On call entry and edit, the save algorithm has been optimized for speed and stability
➢ The Call Type field will now advise the user and prevent saving if the characters exceed 20
➢ Users may now select to share with Customer in each individual new note added on call entry & edit
➢ Previously, there was an issue with the View ePop message query for filtering, this has been corrected so the correct records display on each query selection
❖ Global Settings:
➢ In the maintenance for Call Types, Status and Description there is a character limit of 65 enforced in order to ensure there are no conflicts with the limits on call entry and edit.
Version 10.2 Release Notes - July 29, 2015
❖ Performance Optimization and Enhancements:
➢The application will check if the user's browser is Internet Explorer and will add the work-around for NON-US characters like "ä, ë, ï, ö, etc.
❖ Customer Form:
➢ A warning has been added to initiate notifying the user that a special price under the Customer Settings have been deleted by another user. The warning instructs the user to refresh the Customer settings module to review the changes made.
➢ A previous issue under the Special Prices section of the Customer settings existed if a product unit price is blank when adding a special price. This has been corrected and if the unit price is blank, the amount is set to $0.00.
➢ When adding Customers Attachments, the application will not allow NON-US characters in the description field
❖ Cases:
➢ The Reject Tasks options available under the Case Tasks tab of a case has been enhanced. The new design includes enhancements to the Reject Reason, Notes and Only Complete checkbox option.
➢ Under the tab for Attachments on Cases, the application now allows for NON-US characters in the description field.
➢ Previously, when adding a product on case entry, users were allowed to leave the quantity field blank and save. This has been corrected and when the user leaves the quantity field blank, the quantity is automatically updated to the Product's minimum quantity on save.
➢ An enhancements has been made when loading the case preferences for stability and speed
❖ Reports:
➢Previous, when running certain reports the parameter which required an individual selection or 'All' was not automatically populating 'All'. This has been enhanced so the 'All' is automatically the default selection and the user may change the selection if desired.
❖ QuickBooks Integration:
➢If the QuickBooks integration is disabled in the settings and a user navigates to the Transfer to QuickBooks module, an error message will display notifying the user that the option has not been activated.
❖ Email:
➢ With Enterprise Hybrid, the send email module has been enhanced to use Local Folder for Attachments and Embedded images
➢ Previously there was an issue when sending email where the user did not have an email address on their user property. The application was attempting to send without a sender address. This has been corrected so that a sender email will be pulled from Global Settings if there is no email on the user.
➢ Email View - changed allow NON-US characters in attachments
Version 10.0 Release Notes - June 17, 2015
❖ Performance Optimization and Enhancements:
➢ All modules have been enhanced for faster loading and navigation
➢ When sending emails from the application, the error tracking logs have been enhanced for better tracking
❖ Customer Settings:
➢ AutoPay - added check for Decimal and Boolean blank values before populating the form
➢ When adding a Preference with a custom value, there was an incorrect error message that would populate. This has been corrected.
➢ Enhanced the Statements tab on the Accounting tab has been changed to a vertical menu and will hide if there are no previous Statements to view for the selected customer account.
❖ Accounting:
➢There was an issue with Post Payment when initializing the "CC On File" which has been corrected.
❖ Global Settings:
➢ New option for "Global - User Practice Doctors Master"
➢ Home - added icon and menu item inside Tools for "Practice Doctors" with show/hide algorithm, for "PD_UseMaster" general preferences.
❖ Tools - Practice Doctors Master:
➢ A new module has been added which allows users to create one master list of practice doctors which can be shared between different customer accounts
➢To support this new module, options have been added under the Customer record for Practice Info tab in order for users to add those practice doctors onto the accounts and customize certain settings