Version 14 Build 153 Release Notes - December 1, 2023

✓Corrections:

➢The Avalara Avatax integration has been updated to restrict sending invoices for lab customers that are outside the United States.

➢The report ‘Month’s Sales by Department' was displaying inaccurate remake values.

➢Autopay failed to process certain eCheck payments.

➢When editing the Due Date on case tasks, the Due Time was being reset if the date was being updated.

 

Version 14 Build 152 Release Notes - November 17, 2023

✓Corrections:

➢Comma-separated emails on the customer form prevented payments from processing successfully.

➢Certain Autopay payments were not being distributed correctly when Total Due Now was used to calculate the payment.

➢Credited cases would appear in the Customer Shipping Manager after using the ‘Edit Invoiced Case’ option.

➢‘Tasks by Technician’ report was ignoring ‘Department’ and ‘Exclude From LSA’ parameters.

➢The currency symbol of the Total Pay Amounts in the “Technician Payroll Detail” report was showing the dollar sign ‘$', instead of the lab’s currency symbol.

➢Previously processed shipments were searchable in the Customer Shipping Manager.

 

Version 14 Build 151 Release Notes - October 10, 2023

Reports:

➢A new build report that prints team names as barcodes has been added. These barcodes can be used to assign tasks in Technician Bench. It can be found in the Load Schedule folder and is called "Team Badges."

➢Build Report “Invoices by Product and Customer (Export)” has been updated to include a column that will list Doctor Name.

Merchant:

➢A new checkbox has been added to Laboratory Settings to control what data is sent to Converge (Virtual Merchant) when processing payments.

 

Customer:

➢In the New Customer Form, the character limit for the Title field has been raised to 40 Characters.

 

Case Import Service:

➢The Digital Case Import feature is now the Case Import feature.

✓Corrections:

➢Some cases sent into DLCPM using the MTS Digital Gateway were being duplicated.

➢When processing Billing Account payments, Converge (Virtual Merchant) transactions were failing with no way to remove level 3 transactions.

➢The application policies to allow access to the Employee menus were not allowing users to view their respective menus.

➢The Auto-lock and Session Timeout Server settings were not logging out users when features were activated.

➢The Customer query “90 Day Past Due by Lab (Includes over 90)” was missing customers that have a past due balance over 90 days.

➢When sending broadcast emails using Advanced Queries, the number of emails sent didn’t match what was selected in the Query.

➢The “Update Shipment Tracking” service was not updating the status of deliveries for UPS.

➢TryIn Cases were appearing in the Shipping Manager when deleted.

➢Cases appeared in the 'Ready to Ship" tab of the Shipping Manager, when the delivery was already created using the Batch Invoicing tool.

➢The Delete Case application policy was not preventing lab users from deleting cases.

 

Customer Portal Version 14.231003

✓Corrections:

➢A payment error was appearing when attempting to process Converge (Virtual Merchant) payments from the Customer Portal.

 

Version 14 Build 150 Release Notes - September 20, 2023

Merchant:

➢Added Level 3 data requirement to the Converge (Virtual Merchant) Credit Card Processor.

Advanced Export:

➢Product Create Date has been added as a column in the Advanced Export Menu.

Reports:

➢New Build Report called Customers with Credit Limit - This new report Displays all customers with a Credit Limit set and sorts them by how much Available Credit they have, with customers that are over/at their limit being shown first. Any negative balances will be shown in red.

 

✓Corrections:

➢The Customer’s Special Prices were getting cleared during an upgrade for labs that are long-time customers of Magic Touch Software.

➢An error was produced when attempting to change the CSR advisor on a customer record.

➢When using the Batch Processing > Print Workorders Tool, Alternate Workorders were not being printed when the checkbox to print the Alternate Workorder was checked.

➢The API product mapping option for Zimbis has been updated to allow for more records to be viewed in the Product Maintenance menu.

 

Version 14 Build 149 Release Notes - September 11, 2023

Batch Processing:

➢Added the ability to update Case Location in the Update Case Status Module.

Reports:

➢Additions to current Build Reports

•Cases by Date In Summary - New parameters added to allow filtering by case status. (Invoiced, Open Cases and Both)

•Customer Fulfillments - Report now has interactive links that allow viewing the progress of the shipment (Tracking) from the report. (Supported Carriers: UPS, Fedex, TNT, Chronopost, ICS, USPS and Purolator)

•Payment Ledger Detail By Lab - A new parameter has been added to the Payment Ledger Detail by Lab report that allows searching for payments by Production Lab.

•Un-Applied Payments & Credits - Practice Name has been added.

 

✓Corrections:

➢When using the schedule delivery menu, Sent for Try-In cases could not be scanned when attempting to schedule deliveries.

➢Multi-Lab environments were not reporting the stages for Production Tasks correctly in the Production Management module.

➢The Inbound Cases & Shipments email alerts were missing the tracking numbers of cases already shipped by a carrier.

➢Invoicing was not being prevented if a case material marked for "Require Lot Number" did not have a lot number.

➢The Statements menu had a minor typo where the letter "e" was being cutoff in the process statement options.

 

Version 14 Build 148 Release Notes - August 22, 2023

 

 

Cases:

➢ Case Tasks were not displaying in the "Multiple Assign Tasks" module when toggling the "Assign Team" option. This was a system design to automatically hide tasks that weren't set as Team tasks. The module has been updated to have the tasks remain on the grid when toggling the "Assign Team" option.

➢ Character Limit for RX Number in cases has been increased to 100.

 

Discounts:

➢ Discounts with a zero rate are now allowed.

 

Batch Processing:

➢ Batch Printing Work Orders now has the option to print Alternate Work Orders and Export directly to PDF from the Batch Processing menu.

 

Shipping:

➢ DLCPM now supports the new more secure API that UPS implemented. This requires all labs using UPS to get a new API Token, as UPS will stop supporting their old API services on January 2024. Labs will only need their UPS credentials to generate the token.

 For more info on how to get a new UPS API Token, please click here.

 

Reports:

➢  New Reports

•Cases With Due Date Changes (Export) - This is an export-friendly version of the report Cases with Due Date Changes. This report is located in the 'Cases' folder.

•Customer Profile (Export) - A new exportable Customer Profile report that shows the customer profile questions and answers stored in the 9. Marketing tab in the customer form. This report is located in the 'Customers' folder.

•Submitted Case Evaluations - New build report that provides results of submitted Case Evaluations from customers. This report is located in the 'Cases' folder.

➢ The "Accounts Receivable Transactions" report has been updated to use the native Date format of the user's workstation.

 

Automation:

➢ The "Create Failed AutoPay Calls" job has been updated to let administrators define which user would get assigned to the created calls.

 

✓Corrections:

➢ DLCPM wasn't able to sync over some of the eCheck payments that have a Payment Number already referenced on the QuickBooks side. To prevent this, DLCPM will now append the Payment Type to make the Payment Number unique when syncing to QuickBooks.

➢ The 'Attachments' tabs on Case grids did not display the actual number of files for cases submitted from Digital Gateway.

➢ DLCPM did not allow users to add a discount to a product on a Credit Case.

➢ The customer's default discount did not get applied to submitted cases.

➢ The Column Filters/Search feature in Special Prices>Select Mulitple Special Prices menu was not returning the correct search results.

➢ DLCPM's integration with EasyRx was not updating EasyRx cases regarding the status and shipping info from DLCPM.

➢ When accepting cases from Digital Gateway, the Digital Scanners did not get linked to Customers for some labs, because they have a long LabID.

➢ The Customer's "No Shipping Charge" setting was not getting applied to the customer's cases, allowing shipping charges to be added to the cases.

➢ The report for the Customer List for the currently selected query now works for queries that reference other Customer Settings, such as the Customer's Route.

➢ Currency Exchange rates were not being converted correctly, causing negative values when calculating invoice totals.

➢ The report "Hold Cases by Technical Advisor" was producing errors.

➢ When adding a product to a case, some related products were not showing because the ID of the related product was also a substring of the ID of the main product.

➢ Users not able to navigate to all pages when adding Materials in the Add Case menu.

➢ A shipment error popped up when invoicing a case stating, "Packaging is not allowed." This happened to labs set to create a FedEx Shipment upon invoicing a case.

➢ The Minimum Quantity flag was not being respected when adding products to cases.

➢ Corrected an issue that popped up when a user tried to print a Quick Report from Case Finder, and they also filtered the list by the case's location.

➢ An error popped up when trying to create a UPS shipment with the new UPS authentication.

➢ DLCPM crashed when editing a case. This was caused by 2 conditions:

•The case option “Automatically retrieve Carrier Estimated Delivery Date” was enabled.

•The old UPS settings were used.

➢ An error popped up when generating a UPS Return Label.

➢ An error popped up when users ran the “Late Tasks By Department” report.

 

 

Customer Portal Version 14.230818

Design Approval Alerts:

➢ Customer Portal now has the ability to alert Design Approval responses by lab.

•Added a new Management Console option called 'DocumentApprovalAlertByCaseLab'. This lets the labs define which type of lab to alert, whether it should alert the case's Invoicing Lab or the case's Production Lab.

•The settings for the 'DocumentApprovalAlertUserID' is still used.

•This feature requires the recipients of the alerts to be lab users.

 

Technician Bench Version 14.230728

Cases :

➢ Link type case files (URLs) are now available to access in Technician Bench.

 

✓Corrections:

➢ Tasks assigned to other technicians were displayed to the user even though Technician Bench was set not to. Technician Bench now would only show tasks assigned to others, regardless of the settings, when the tasks are Vital To Scan before the user's tasks can be processed.

 

Lab Connex Portal 14.230719

✓Corrections:

➢ Users of Lab Connex Portal (LXP) were unintentionally clearing a call’s assigned user when they add their notes to the call and the property ‘CallUserID’ is blank. This has been corrected to leave the user assigned to the call. When creating new calls from Lab Connex Portal and the property is blank, it will then assign the call to the user logged in LXP.

➢ The property 'CallDepartment’ was not working properly. It will now be used to set the department for new calls created from LXP.

 

 

Version 14 Build 146 Release Notes - June 23, 2023

Batch Processing:

➢A Customer ID filter has been added to the Tools> Batch Processing>Print Case Documents menu.

Reports:

➢A new report “Cases by Date In, API Source" has been added to the report center and can be found in the Cases folder. This report shows the cases that came in within the selected date range and where the cases came from.

 

✓Corrections:

➢Check card receipts were not printing the correct forms when viewed in the Billing Accounts Payment Manager.

➢There was an issue processing USPS shipments using the carrier’s standard service types.

➢UPS Service Type was not automatically being set when printing carrier return labels.

Version 14 Build 143 Release Notes - May 23, 2023

Shipping Manager:

➢Default Package types can be set now to ensure the desired package types are set when processing shipments.

1.Default Package Type has been added to the following menus:

1.Global Settings > Shipping > Carrier Service Type

2.Customer Form > Practice Info > Shipment, Pickups, and Return > Package Type

3.Global Settings > Laboratory Lists > Laboratories > Shipping Carriers > Carrier Settings (Specific to Carrier) > Default Package Type by Service Type

Please note that Shipping Manager will default to the Default Package Type in the following order:

1.Customer Form > Practice Info > Shipment, Pickups, and Return > Package Type

2.Global Settings > Shipping > Carrier Service Type

3.Global Settings > Laboratory Lists > Laboratories > Shipping Carriers > Carrier Settings

 

System Admin Program:

➢In the System Admin Program (under the Administrator menu), users may now add or remove multiple policies at once.

When adding policies to a user or group:

1.Double-click the Categories to add all policies under the Category.

2.Hold the Shift key to select a range of policies, and then double-click to add.

3.Hold the Ctrl key to select a number of policies, and then double-click to add.

When removing policies from a user or group:

1.Hold the Shift key to select a range of policies, and then double-click while holding the Shift key to remove.

2.Hold the Ctrl key to select a number of policies, and then right-click to Delete.

Double-clicking a single policy still works in adding/removing a single policy.

✓Corrections:

➢An error pops up for labs in Canada, preventing users from printing FedEx Shipping Labels for certification. We confirmed that FedEx requires a Currency setting to create Domestic Shipments in Canada. On that note, the Currency setting is now provided to create FedEx labels.

Please note that errors about some service types not being allowed will pop up when printing Shipping Labels for certification. This means that those services are not available. You may close the error message and the system will continue to print the labels for the remaining services.

 

Version 14 Build 142 Release Notes - May 16, 2023

Digital Cases Import Service:

➢Digital Case Import now supports Sirona cases using XML files.

Job Management:

➢The “Auto Past Due E-Mail” job will exclude customers with the “Never Send Collection Letter” option checked.

Reports:

➢A “Linked Cases by Date In” report has been added to the report center and can be found in the Cases folder.

✓Corrections:

➢When editing case products, the selected arch got cleared out.

➢Printer settings for ICS and USPS were not retained when saved in Personal Settings.

➢The ‘All Users’ group kept getting assigned to Report Folders for Report Security during a version update. The update has been enhanced to only add the ‘All Users’ group to the Report Folders when no groups have been assigned yet for security.

➢The Product Mapping for 3Shape was not getting updated, preventing the products from getting added when receiving cases from 3Shape. Digital Gateway has been enhanced to now check on the customer’s latest Product Mapping and update accordingly.

 

Customer Portal Version 14.230515

✓Corrections:

➢When using a web browser's language translator, the corporate log-in option wasn’t appearing when clicking the related button on the log in page.

 

Version 14 Build 141 Release Notes - April 24, 2023

Digital Gateway:

➢Digital Gateway is now able to update the status of Medit Cases to ‘Accepted’ when users accept cases in DLCPM Enterprise.

➢In order for this feature to work for users that have their Medit Accounts already setup in Digital Gateway, they must do the following:

•Login to Digital Gateway and remove the existing Medit Account from the Settings tab.

•Setup the Medit Account again, turning on the new option “Accept order in Medit.”

 

✓Corrections:

➢Medit cases completed by the lab before adding their Medit Account to Digital Gateway got synced over to DLCPM Enterprise when the case recently got updated on Medit’s side. Digital Gateway will now only download Pending Cases.

➢Discounts were not being applied when using the incremental search to choose products in the Case>Add Product menu

➢Work Order notes for cases submitted using the Hub/Digital Gateway were being cut-off at 115 characters.

➢When accepting remake cases submitted from the Customer Portal, users were able to save the case without entering a remake reason.

➢The “Digital Cases Download” automation job failed to download some of the iTero Cases, as it may have taken longer than expected to return data. The job should now handle this issue properly.

➢The “Add All” and “Add Group” buttons in the Customer’s Taxes Settings (Customer Settings > Taxes) did not add the related taxes when clicked on.

➢When entering a new case for a customer assigned with an Inactive Catalog, the catalog will not be applied anymore to the case. A warning message on top of the Case form will also display noting that the Inactive Catalog was removed.

➢The ‘Email Receive’ automation service was duplicating emails if the same customer email address was defined on other email types of the customer record.

➢Subject Line Merge Field {[CustomerID]} was not working when sending emails manually from DLCPM.

 

Version 14 Build 140 Release Notes - March 31, 2023

Customer:

➢ In the Practice Info tab on the Customer form, a new setting is now available to not link the customer to any scanner when receiving cases from Digital Gateway. The setting is called "Do not assign CustomerID to Cases received from Hub".

 

Advanced Query:

➢ Advanced Query now supports double quotes when handling conditions with string-type data.

 

Job Management:

➢ The following Automation Jobs now support the lab's General E-mail to send from.

•Auto Past Due Emails

•Customer Email Automation

•Design Approval Reminder

•Events Email Automation

•Inbound Cases & Shipments

 

✓Corrections:

➢ Copying Special Prices in Customer Settings was not copying entries when choosing to copy them from lab to lab for the same customer.

➢ The Create Daily Pickups job ignored the Customer's Holidays.

➢ When Case Finder had multiple column filters applied and it got refreshed, one of the column filters did not remain applied.

➢ Special Prices with Expiration settings did not expire when the number of units was surpassed.

➢ The established link between Digital Scanners and Customers did not get updated when the case's laboratory also changed. Establishing the link now uses the lab that the Digital Case came from.

➢ Email Retrieval Automation Service was not retrieving emails from all qualified emailed addresses set in the customer record.

➢ When adding multiple enclosures simultaneously, an error popped up when the Selected Enclosures grid got cleared out.

➢ When trying to update a case to have a Remake Discount instead of a normal Discount, the Remake checkbox on the case gets unchecked, preventing users from updating the case.

➢ An error prevented users from printing a Purchase Order directly to a printer when the option 'View Reports on Screen' was disabled.

➢An error appeared when adding email addresses with hyphens/dashes, indicating that the email address was invalid even if it was valid.

 

Version 14 Build 139 Release Notes - February 14, 2023

 

Administration:

➢ The existing application policy to mask pay rates has been enhanced to include control over areas of the Global Settings that display technician pay rates. This will allow certain administrators to access production tasks and task data without being able to access pay rates.

➢ A new Security Category named 'Employees' is available in the System Administration settings. The policies under this category provide access to tools under the Employees menu.

•Employees

•Employees Time Clock

 

Global Settings - Labs:

➢ For laboratories with multi-lab environments that would like to send emails from different domains, two new fields have been added to the General tab of Lab settings accessed from Global Settings. The two fields are:

▪Send General E-mails From

▪Send Accounting E-mails From

The email addresses specified in these fields will take precedence over the user's email address when sending certain emails manually from the customer form. Please note, this does not affect the email template configuration used to send automated emails via any job automation.

 

Load Schedule Assignment:

➢ A new option has been added in Global Settings > Global > Case Options > Load Schedule, that allows admins to decide whether or not assignments are locked when assigned from Load Schedule Assignment (LSA) automation. Please note, with this option enabled, any incomplete task assigned by LSA may be reassigned to a different technician.

 

Job Management:

➢ The "Auto-Reschedule Cases Nightly with Backward Option" automation job has been enhanced to ensure that the first incomplete task found to begin the reschedule does not incorporate skip days if there were skip days set to reflect on the task when scheduled normally.

 

Automation Server:

➢ The “Update Shipment Tracking” job was enhanced to track shipments created in the past 15 days, instead of 10 days and also check older shipments that DLCPM already started tracking until the job sees the shipments as delivered.

 

Products:

➢ When viewing the Catalog Description tab of a product, inactive catalogs will no longer appear in the list.

 

✓Corrections:

➢ An error message was populating when selecting to upload certain attachments to a call related to a case. The error prevented users from being able to successfully upload the file to the call.

➢ When updating the case's customer, the default discount of the new customer was not getting applied.

➢ In certain email templates, the merge field intended to display a customer's balance was not displaying the full dollar and cents amount when the customer's balance ended with a zero.

➢ DLCPM Enterprise was not applying the Product's Warranty on cases submitted from the Customer Portal.

➢ When the "Auto Re-Schedule Cases Nightly with Backward Option" job runs, the job kept multiplying some of the task's durations with the number of units. Those affected were labs that enabled the case option "When calculating Case Tasks Duration multiply it by the Number of Units" , and the affected tasks were the ones added manually to cases.

➢ Alerts for new imported cases from digital scanners were only getting sent to the first assigned group that DLCPM Enterprise recognized, even though cases were for a different lab. This has been enhanced to alert the group set on the customer's Invoicing Lab for the newly imported digital cases.

➢ The automation for nightly invoices was failing due to errors within the parameter configuration.

➢ When editing a task on a Remake Case to mark it complete, DLCPM Enterprise was not setting the Pay Rate to 0, even though the Global Setting to set the Pay Rate to 0 for Remake Cases was enabled.

➢ Local Delivery Cases were not being removed from Shipping Manager if processed using the Delivery Confirmation tool.

➢ Performance enhancements have been applied to the Load Schedule Assignment automation to prevent the process from timing out.

➢ When moving a case to another customer with a discount, the discount was not getting recognized.

➢ Administrators were unable to delete inactive users who previously had Product Favorites.

➢ The units on some case tasks were getting multiplied. This happened to labs set to combine duplicate tasks, and the task was in multiple lab schedules of the product and was also part of a Task Group.

➢ When a case from Digital Gateway was created successfully, the case number was not transferred back to Digital Gateway.

➢ Some cases from Digital Gateway were not going through to DLCPM Enterprise. Those cases were from doctors who work at multiple clinics.

➢ Cases from Digital Gateway were coming through DLCPM Enterprise without their case files.

➢ When editing a case with a Flat Rate Discount, the Flat Rate amount got reset to 0.

➢ When adding a new Discount, there were times when the fields for the Discount's Type and Rate were disabled. This happened when the user first edited an existing Discount that has been used on cases, which disabled those fields by design.

➢ When users accept submitted cases, the case products did not show on the Products tab.

➢ Users were unable to open or download some files added from the Digital Case Import service. These files contained special characters such as parenthesis ( ), and the pound sign #, which the system did not handle properly.

➢ Customer Special Prices set to a Criteria, such as Category, Department, Group, or Type, were not getting applied.

➢ The 'Copy to another Account' feature on Customer Special Prices did not transfer the special prices to the selected customer.

 

Customer Portal Version 14.230301

Management Console:

➢ A new option has been added for "Add New Doctor" within the existing Management Console Property of "HideSubmitCaseFields". When this option is included in the property to hide, users will no longer have access to the option to add a new doctor.

➢ For clarity and ease of configuration, the management console properties will now show the description in the property selection drop-down menu.

➢ Administrators are now able to add multiple properties at once in the Customer Portal Management Console instead of one at a time.

 

Submit Case/RX:

➢ Users were able to add duplicate Practice Doctors when using the "New Doctor" feature available on the submit case page. Logic has been added to recognize when a duplicate doctor is attempted with an exact match of the first name and last name.

➢ When users log in to the Customer Portal as a customer from DLCPM Enterprise, they were unable to save a template for submitting a Case or RX without submitting one. Now, users can create templates without submitting a case or RX. Customers are still required to submit a case or RX to save a template.

 

✓Corrections:

➢ The Save Template Icon in the Submit Case menu was misleading and has been removed.

➢ Customers were getting an error when trying to upload files greater than 1 GB, preventing them from uploading the files successfully. The maximum file size allowed has been determined to be 2 GB. The Customer Portal's property for setting the Maximum File Size has been enhanced to consider the limitation and prompt the customer properly about the file's size limit.

➢ The "Enable View Progress" menu was available even if the customer did not have the checkbox for the feature in DLCPM Enterprise activated.

➢ When the Management Console property "CaseStatusOnApprovedDesign" was set to "In Production", the status of cases still changed even though they were already invoiced.

➢ When scheduling Local Pickups from Customer Portal for the following day, the pickup was created as a PM Pickup instead of an AM Pickup.

 

Route Manager Version 14.230203

Driver Tracking:

➢ Route Manager's Driver Tracking module now has a tool to find the closest active drivers to a customer's location.

Technician Bench Version 14.230103

✓Corrections:

➢ Shared images in Technician Bench were being duplicated upon saving a new call note in Enterprise.

 

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Version 14 Build 138 Release Notes - January 7, 2023

✓Corrections:

➢When certain cases submitted through the Customer Web Portal had the same patient name as previous cases, on acceptance, the patient last name field was not highlighted in yellow to visually indicate to the user that other cases were found with the same patient name.

➢When creating a query in Advanced Query, selecting the expression for Multiple Values was not returning records when there were records to query in the results.

➢An error generated when attempting to accept submitted Digital cases which prevented users from viewing the Accept Case Menu.

➢An internal field was not properly getting set on a parent task that was manually assigned & where subsequent tasks were configured to copy the assignment for that task. This was resulting in the subsequent tasks not copying the assignment of the previous task.

 

Customer Portal Version 14.221228

Autopay:

➢A new option for Autopay has been added within the management console configuration for Disabled Modules, to allow labs to restrict portal users from saving Credit Cards and Echecks on file through the Customer Portal.

Version 14 Build 137 Release Notes - December 21, 2022

Digital Case Import:

➢Digital Case Import will now notify the same user group set in the Lab’s Notification Settings for Digital Gateway, when a new case is received and whenever an error generates.

➢The Ship Date of some cases from iTero was incorrectly set with the year of 1900, and upon accepting the case, the Ship Date would populate blank. This has been enhanced to now calculate the Ship Date accordingly when accepting iTero cases.

 

Reports:

➢Two new reports have been created under the ‘Remakes’ folder:

▪Adjustment Remake Cases by Lab, Reason, Customer, and Product

▪Adjustment Remake Cases by Lab, Remake Code

These reports will report only cases with a Remake Code marked as an Adjustment code in the Global Settings.

➢A new folder for Calls has been created in the Report Center with a new report for Call Duration. If the call timer options are activated within the Global Settings, this report can be used for reporting on user calls and duration's logged.

 

Job Management:

➢A new automaton job titled "Re-Assign Calls to another User" located in Job Management of Automated Services has been created that allows users to move all assigned calls from one user to another. This can be useful to run prior to deactivating a user that will no longer have access to DLCPM Enterprise and the user has calls assigned to them. Each parameter should be reviewed in the SQL details prior to running the job.

 

✓Corrections:

➢ICS Return labels were not generating with the correct From address.

➢There are instances where the ‘Load Schedule Assignment’ job did not assign tasks to the same technician even though a task was set to copy the assignment of the prior task.

➢The 'All Cases (exclude FC, Debit & Credit memos)' query available within the Case Finder form was returning Credit Memos in the query results.

➢Certain shipped cases were still displaying in the Shipping Manager when they were marked as shipped using the ‘Update Shipping Information’ module.

➢iTero implemented changes to their system to divide its workload into different regions, which caused the iTero Download job to fail to download files for labs outside North America (NA). The iTero Download job has been enhanced to support this change.

 

Customer Portal Version 14.221206

✓Corrections:

➢An error was preventing users from scheduling pickups from the Customer Portal.

 

Route Manager Version 14.221215

Driver Tracking:

➢On the Driver Tracking module, dispatchers now have a tool to find the drivers closest to a selected customer.

➢When accessing the driver tracking module and there is more than one lab with the same address or geolocation, selecting those labs will zoom in to the maximum view on the map.

 

Version 14 Build 134 Release Notes - December 2, 2022

 

Cases:

➢A new option has been added to the Try-In Invoicing tab of Global Settings for "Set Case Status to "In Production" when product is added to Try-In Case." When this option is enabled, whenever a product is added to the case with a status of “Sent for Try-In”, the case's status will be updated automatically to "In Production” on save.

➢When a task with a captured lot number is deleted or rejected, additional audit trail logs are now created to keep a record of the lot number scanned originally with the task.  

 

Constant Contact:

➢DLCPM Enterprise does not allow users to change the Campaign ID of Campaigns when Constant Contact integration is enabled.

 

Inventory:

➢Added a new Lab Settings called “This Lab is for Inventory”. DLCPM would now refer to this setting when listing the labs available for Inventory.

Please note that upon upgrading to this version, this option will be set by default on ALL labs.

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ Within the failed emails view, users may now use the multi-select to delete multiple emails at one time. Previously, the multi-select did not allow users to select to delete in bulk.

➢ When a customer was set with a currency different from the lab currency configured within Global Settings, an error was generated at case entry when set default products were attempting to populate on the case.

➢ Users were not prevented from accepting cases submitted through the web portal even though the account license number was expired and the option to restrict case entry was enabled. This restriction is now enforced for all methods of entering and accepting cases.

➢ When viewing a case in Case Finder, the Case alerts tab was not refreshing when switching between cases in the grid.

➢ When deleting payments, the field for Last Payment Date and Amount was not updating correctly.

➢ The transit shipping updates from FedEx were not consistently processing and updating cases.

➢ FedEx carrier rates were not loading within the Delivery and Rates menu in the Shipping Manager.

➢ When a case was entered under an account with a default discount, if the case Customer ID was changed and the new customer on the case did not have a default discount, the discount was NOT removed.

➢ Resolved an issue with the API product mapping for MedIt.

➢ The hotkey for opening the Web Calls Manager, CTRL+F5 has been restored.

➢ When the Global Settings option for preventing users from entering cases when an account is on a credit hold was enabled, users were still able to accept a submitted case from the web portal. This has been corrected so the restriction triggers for all methods of entering and accepting cases.

➢ When updating certain DAMAS Equipment logs, the view for previous logs was not displaying all logs within the grid appearing to delete the previous log. This has been corrected.

➢ Office 365 has changed the security implementation when receiving emails causing Emails sent from DLCPM to fail. We have modified our component to adopt the new changes.

 

Customer Portal Version 14.221201

Management Console:

➢When the property "LocalPickupRushMessage" is left blank, the Rush Pickup box for local deliveries will no longer display.

✓Corrections:

➢Epops were not queuing when cases were being submitted from the portal if the Management Console property was set to alerts users or groups

➢Within the Staff Access menu, users could not enter any date prior to 1980 for the staff member birth date.

➢Customers were unable to create Return Labels for ICS in the Customer Portal.

➢The Authorization Message for Submitting Cases was not translated into the proper language.

➢The re-validation email that gets sent to customers to validate their email address before signing into the Customer Portal, was using an invalid validation link.

 

Route Manager Version 14.221118

Driver Tracking:

➢When viewing driver tracking, there were times when a dialogue box incorrectly displayed that there were no drivers on route when there were drivers on route.

➢Within the driver tracking view, when a driver is no longer online or trackable, the driver will display in a red dialogue box to indicate they are no longer online.

➢When loading driver tracking from DLCPM Enterprise in a multi-lab environment, the lab provided in the URL will be automatically selected until the user navigates into the Labs menu and manually selects a different lab.

➢A new visual marker has been added to the driver tracking view. A number order value will display on the map to visually display the driver sequence.

➢Within the driver tracking form, new logistics information has been added in the form of a new link accessible on each driver’s name. When the driver’s name is selected, a window will display and show the last customer serviced with the time stamp. When the driver selects to service the next customer, a label in red will display “EnRoute” on the main customer information to show where the driver is headed next.

 

✓Corrections:

➢There was a time calculation issue on the display of the route optimization for the next destination that has been corrected.

➢Drivers were unable to scan barcodes on iPhone devices that have multiple camera lenses.

Technician Bench Version 14.221123

Time Clock:

➢In the time clock module when clocking in, the department will automatically default to the employee's set department.

➢There is a new property available within the administrative settings to disable technicians' ability to change the department they are clocking in to.

 

Assign Tasks:

➢The assign tasks module now has the ability to assign tasks to teams in addition to employees.

My Bench:

➢A new property has been added to control how task checkpoints interact with Technician Bench. If the property for Force Task Checkpoints is set, technicians are prevented from completing tasks that have checkpoints that have not been met. Checkpoints will display each task with a red check mark and in red text when that checkpoint is required to be completed in order to proceed.

➢In the My Bench view, there is a new option for “Tasks” that is available with each case that is listed. When you select the task's option, a new window will open that will display all of the cases’s tasks with information and the technician/team assignments.

➢A new option to display a chain of linked Cases has been added to the main toolbar located underneath the search by case or pan number, when a case has been loaded in the My Bench view. This will allow technicians to display cases linked as a result of Remake, TryIn, and manually linked cases in one view. The view will list cases by the case number in descending order.

➢From the My Bench view, technicians have the ability to select the new search option via the magnifying glass located at the top right corner of the grid. The search options now allow technicians to search for cases by different filters and search keywords, as well as select from different sorting options.

➢When a case is loaded from the My Bench view, technicians will now see on the Calls button, the total number of new call notes entered that have not yet been received by the technician in a blue circle. Once the notes are reviewed, the total count will clear until there are new notes to be reviewed. 

➢Technicians are able to view the case’s RX Number when a case is loaded from the My Bench view. The option to search by case RX number has been added to the Case Finder tool as well. Please note, this information is available providing the property for Hide Case Information in the administrative settings are configured to display this information.

➢When a case is loaded from the My Bench view, a new checkbox option has been added above the main toolbar areas for “Show Future Assignments”. Enabling this option will allow technicians to view the tasks that are assigned to them even if they are assigned for a future day.

 

General Enhancement:

➢Technician Bench can now recognize a computer or device that is using a camera connected to the device via a USB connection. The property to configure the camera is located in the administrative settings.

➢A new administrative property has been added for "Display Notification Time" that will control how long an ePop notification will remain on screen for technicians. A value set to zero in this property will disable all ePop notifications.

➢Expanded on the Search by Option in Technician Bench to include Patient Name.

➢A new module has been added to the home login screen as well as a new option available in the main toolbar when a case is loaded from the My Bench view for case metals. This new option allows technicians to add metal products onto a case or access metal products already added onto the case and update the weight accordingly.

➢A new module for DAMAS Procedure has been added to the home login screen of the technician bench login. This allows technicians to scan to complete DAMAS procedures complete by scanning the DAMAS Procedure ID.

➢Access to the administrative settings now allows both DLCPM Enterprise users as well as technicians to access the module. In order for a technician to access the settings module, the technician must be marked as a Manager in DLPCM Enterprise.

➢A new option has been added to the home page of the Technician Bench login for Case Finder. This form allows technicians to use different search and filter options to view certain cases. This can be particularly helpful when technicians need to look up previous cases for the same patient name.

 

Reports:

➢The My Assignments report available within the Reports section has been enhanced to allow technicians to select between sorting the task assignments by the Load Schedule Due Date or Schedule Date.

 

✓Corrections:

➢When scanning by Pan # on the Case Location module and selecting to update to My Bench, technicians were not able to search for a case with a pan number that was previously used on a canceled case.

➢Certain ePops sent from a technician to a selected Group in DLCPM Enterprise were not delivered successfully.

➢With certain administrative configurations set for the third-party time clock options, technicians were unable to process tasks without being clocked in for production.

➢When accessing the Case Metal Entry module from the home screen, scanning or entering a case was not proceeding to metal product entry.

➢With certain administrative configuration, when making selections on what should show under the Hide Case Information property, certain fields like Ship Date and Due Date would still display in the My Bench view.

➢Tasks that are rejected were incorrectly displaying the “Rejected by” information as the technician that completed the task versus the user that rejected the task.

➢Tasks assigned to teams were displaying N/A in the assignment details. This has been corrected to display the team name.

➢With a case loaded from the My Bench view that did not have any products added, the toolbar option for Case Products would display for access. This has been corrected to only display when there are products added to the case.

➢ If a case loaded from the My Bench view did not have technician notes added, the toolbar option displayed as Add Notes. After notes were added, the option text updated to "Notes" and this refresh of the option text was not occurring after notes were added.

 

Version 14 Build 129 Release Notes - November 4, 2022

General Enhancements:

➢ DLCPM Enterprise now supports 24-hour format which will be inherited from the Windows control panel configuration.  

➢The record restriction introduced in the previous build to display that there are restrictions to viewing records for the user, has been moved to the Help > About menu.

 

Materials:

➢ When adding or editing a Material in the Global Settings materials maintenance, the "Unit of Measure" drop-down will now list the available items from the Inventory's Maintenance for "Units of Measure".

 

Calls:

➢ When uploading multiple files at once to a call without a description for any files entered, DLCPM Enterprise would previously set the description to "Call Document". This has been enhanced to now set the description with the file's file name.

 

Job Management:

➢ The "Auto Past Due E-Mail" job has been enhanced to support different Email Template Types. With this feature, different types of emails can be sent to customers depending on the type of Past Due balance owed.

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ An error occurred when attempting to configure Volume Discount settings for certain customer accounts.

➢ When creating an Inventory Item record for a Material, the Material's "Unit of Measure" should always inherit the Inventory Item's "Unit of Measure".

➢ Corrected a typo in the System Email Template for Event and Education Registration.

➢ Within the Events maintenance in Global Settings, an error occurred when creating a new event and entering more than 35 characters into the Instructor field.

➢ The "Auto Past Due E-mail" job failed because the job parameters were not in proper order.

➢ When editing a case, DLCPM Enterprise prompted the user to select a reason for changing the case's Due Date, even though the Due Date was not modified.

➢ Fixed an error that populated when adding Custom Reports to the report monitor, which prevented Custom made reports from loading.

➢ With the Personal Setting "Use Legacy Crystal Runtime for Reports" turned off, DLCPM was not respecting the Printer Setting to print on both sides of a page.

 

 

Version 14 Build 128 Release Notes - October 14, 2022

 

Global Settings - Labs:

➢ Under the shipping carrier tab and with each carrier alternate shipping & pickup address settings, a new check-box has been added to use the set Pickup address for return labels.

➢ The available list of lab templates under the Lab Templates tab has been updated with new template types related to Events and Education:

Each of these email templates can be used to batch process an email to all registered event attendees for an initial announcement, reminder and when an event has been rescheduled.

•Event Announcement

•Event Reminder

•Event Rescheduling

Once email templates have been created and setup for these types, the templates can then be available to assign to events.

 

 

Events and Education:

➢ In the Events & Education form, there are new options to batch process emails regarding scheduled events to registered attendees.

• Email templates for Announcements, Reminders and Rescheduled events can be sent.

• There are three new email templates available in the system templates folder of the Email templates maintenance for: Event Announcement, Event Reminder, Event Rescheduling.

***Please note, if you intend to make any customizations to these templates prior to configuring within the lab settings, please make a copy of the email template and customize the copy. DO NOT modify the system template.

➢ A new automation job has been created to schedule and send broadcast event emails and reminders automatically. The automation has the ability to send an event reminder blast on three separate days.

 

General Enhancements:

➢Users will now see if there are any restrictions set by record limits when logging in to DLCPM at the top of the form.

***Please note this enhancement has been added to display if there are restrictions that have been requested custom to the system setup coordinated with Magic Touch Software support team. The update did NOT enact any new restrictions and is only displaying what was already configured.

 

Job Management:

➢ A new job called "Events Email Automation" has been added as referenced in the events and education section. When set to active, it will send out Event Emails to registered Customers. The main purpose of this job is to manage sending Event Reminders, but it can also send out Event Announcements and Reschedules.

 

Customers:

➢ Searching for Customers by License Number has been expanded to show customers that contain the entered License Number. In prior versions, results would only display if the search criteria matched by searching the License Number from left to right.

 

Cases:

➢ When adding a Material to a Case, the Item ID field was set as a Read-only field, forcing users to use the lookup list to select the Material, which was not scanner friendly. The Item ID field has been updated to allow users now to enter OR scan the Item ID.

➢ If the option for Never On COD is checked on the accounting page of a customer account, the setting will also now control locking the COD Invoice option on cases.

 

Case Evaluation:

➢ Users now have a way to set up different surveys to gather Customer’s Feedback on the products that they receive. To further review the setup involved with this new feature, please navigate to this topic: Case Evaluation Templates.

 

Case History:

➢ A new form has been added called “Case History” which can be accessed by selecting a case and clicking on “Case History” from the right-click menu or from the button available on the grid. This new form will list all cases included in the link chain of the selected cases, and a view of each of the case products, tasks, case attachments, and calls.

 

Tasks:

➢ Two new settings for Start Next Day and Skip Days have been added to Production Tasks maintenance setup. When these are set, they will be the defaults for the tasks at the product task level. In prior versions, the skip days settings were only available on product tasks requiring skip days to be set on each individual product schedule.

 

 

Pickups:

➢ A new warning message has been added to the pickup manager menu that will warn the operator of duplicate pickups scheduled for the same Customer ID.

 

Shipping Manager:

➢The functionality for the delivery dates option in Shipping Manager has been enhanced. Users will now have the option to view All Delivery options and rates before proceeding to process shipments.

 

Calls:

➢ A new feature has been added to Memorize calls. When adding/editing a call, a call can be marked to memorize and is placed in a memorize call list to be accessed at a later time. Memorized calls can be accessed when viewing the list of calls in the “My Calls” forms or “Department Calls” forms. Any user can mark a call to memorize even if the call is not assigned to them.

➢When adding Calls, the “Talked To” field has been updated to a combo box, to allow users to either type a name freely but also select from a drop down selection. The drop down list will display the contacts added on file that have email addresses on record.

Advanced Query/Export:

➢ New columns have been added for Events and CustomerEvents.

➢ When using an Advanced Query that looks at the case document notes or Source File Name, zero results would return since the system was only looking at a portion of the data. This has been enhanced to look at the whole contents of these fields.

 

Digital Gateway:

➢ The gateway may now be configured to first check the RX number for existing cases to avoid creating duplicates. The option can be found in Labs Settings > Digital Gateway.

➢ A new lab setting called 'This is the Default Digital Gateway Lab' has been added.  This option is used to define the Default Lab that the gateway would use when multiple labs use one Scanner Account.

 

Digital Case Import:

➢ With the new integration of 3Shape/Trios and Medit through the gateway, support for these scanners has been removed from Digital Case Import.

 

Inventory Items:

➢ New Inventory options have been added to prevent the system from processing cases to create Inventory Transactions. This would allow users to utilize only Inventory Checkout and Adjustments to manage the different types of inventory transactions.

 

Zimbis:

➢ The integration with Zimbis has been enhanced to include retrieving the Lot Number entered into the Zimbis system when processing transactions. The lot number will be retrieved and display on the case’s product details.

 

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ An error occurred when attempting to configure Volume Discount settings for certain customer accounts.

➢ From the Billing Accounts maintenance, an error occurred when attempting to add a Customer to a Billing Account.

➢ When upgrading from Version 12 to Version 14, old configuration for Route Manager was not applied.

➢ When adding a new Discount code, users were not allowed to type in the percent sign symbol ‘%' as part of the discount code name.

➢ When attempting to select and delete multiple emails at one time, only the first email on the list was deleted. The multi-select has been corrected to delete all the selected emails.

➢ When viewing payments from a specific customer (Customer > 5. Accounting > View Payments), an error populated when trying to transfer an Unapplied Payment Amount to another Customer under the same Billing Account.

➢ When Printing Invoices in Batches (Tools > Batch Processing > Print Invoices), the custom Invoice form was not used.

➢ When adding a Product to a case that allows users to change the Product’s Description, the ‘Description’ field didn’t allow 60 characters.

➢ An error populated when viewing cases in the Case Finder, with the 'Attachments' tab shown, switching between a case with an attachment, to a case without one.

➢ When changing a case due date and the option “When Due Date is Changed, Always Calculate Ship Date from Due Date” is active, the new Ship Date would update to a date set after the Due Date.

➢ Error when posting an eCheck payment through Basys IQ.

➢ When replying to an ePop Message that another user sent, the ‘User” option isn’t checked by default. Now, it is checked by default, ensuring that the sender would receive the reply.

➢ When the “Allow user to overwrite” option on a printer in Global Settings was deactivated, each user was assigned the selected printer in their Personal Settings, but not its printer properties. Now, the user is assigned “--Use Global Setting--” as their printer, which informs DLCPM Enterprise to use the printer and its properties in Global Settings.

➢ When trying to open or save a Case Document from the Case Finder, users were receiving a blank file because the file was stored in a folder with a foreign character within the name. DLCPM Enterprise now supports reading the files from folders with foreign characters.

➢ When directly applying an ‘Adjustments’ remake discount to a product, the product’s old Total Charge still remained. This has been corrected to update to the correct Total Charge.

➢ Previously, when adding a New Customer, the Tooth Chart dropdown had the letter 'U' as the Default Tooth Chart, and the dropdown also had a blank selection. These selections were invalid and have now been removed.

➢ When copying the System Email Templates, the copy was still flagged as a System Template, preventing users from modifying the template properly.

➢ The hot key for rescheduling a case in the Case Finder has been updated to Ctrl + H, as it was in conflict before with Scanning Documents hot key.

➢ When selecting to remake a case, products were still receiving the selected Remake Discount, even though the products were not set up to apply Remake Discounts.

➢ Discounts were all showing as invalid discounts.

➢ Pending pickups did not load when first entering the pickups menu.

➢ When a customer is set on a Credit Hold, users were still allowed to accept cases submitted from the Customer Portal. This has been corrected to prevent users from accepting these cases.

➢ When using the feature to Add Multiple Enclosures to a case, DLCPM Enterprise was not selecting the recently added Enclosure. If a user needed to enter notes on the recently added enclosure, they would have to go through the list of newly added enclosures and click on the recently added enclosure. This has been updated, so that the recently added enclosure would be selected by default, allowing users to directly enter notes.

➢ When Voiding a Payment, an error populated after confirming that the payment has been voided and posted to the Merchant Account.

➢ When viewing the Pay Rates of Tasks by Product and Technician, the EmployeeID was displayed in Currency Format.

➢ An Error populated when adding multiple technicians to a task and editing a technician’s flat rate on the grid to an amount with more than 3 digits.

➢ When scanning a case document with the option for Allow Customer to View in Customer Portal checked, the scanned document was not available in the Customer Portal.

➢ When checking the Global setting option for Adding Attachment, Share with Customer by Default, the option was not applying to Capture Image or Scan Document actions.

➢ For labs that set their Statement Due Dates to less than 30 days after the Statement Date, Customers with a Current Balance were receiving a Volume Discount. This has now been addressed, with a new option to "Exclude Customers with any Current Balance" available in Global Settings.

➢ When viewing Customer Records with the ‘Accounting’ tab displayed, the “Receivable Method” fields was disabled when switching between customers.

➢ Certain users experienced issues trying to register for the UPS integration.

➢ Quotations in discount names allowed users to exceed the discount max usage limit set in Global Settings.

➢ A duplicate error populated when adding a new record on the Scanner Restorations Maintenance and Scanner Materials Maintenance.

➢ When adding a new Tax Rate in Global Settings, the new rate was not synced to Quickbooks, which would then affect the sync of customers if the Tax Rate was assigned to them.

➢ A duplicate error populated when trying to add the details for a Volume Discount in Global Settings.

➢ On the 'Summary' tab of the Production Management' module, the case's Pan Number wasn't displaying.

➢ DLCPM Enterprise was allowing users to check "Do not create Shipping Label" on a case, but when they create the shipment in Shipping Manager, the Shipping Label was still created. This option was intended for creating shipments during invoicing. Now, the system will disable the option if the lab is set to use Shipping Manager.

➢ Creating a Statement for a customer was timing out because the Customer ID changed while statements were being processed. DLCPM Enterprise will now check first if the Customer has pending Statements to process before allowing the user to change the CustomerID. It will also check for locked items such as Cases, Calls, or Shipments, before changing the Customer ID and deleting or Purging the customer.

➢ Volume Discounts were not generating again after the statements have been deleted and recreated.

➢ Attachments were being overwritten in multiple menus.

➢ The 'Quick Report' feature in Case Finder now supports the use of Advanced Queries that use the case audit trail.

➢ Users were unable to interact with Case Tasks.

 

Version 14 Build 107 Release Notes - August 9, 2022

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ When using the credit card processing integration with Moneris, if the lab's country code was not in an acceptable format to Moneris, transactions failed.

➢ Due to a data issue, the Zimbis Import Job was not successfully executing.

➢ On certain data grids, like the Data Audit Trail, extra blank columns displayed when resetting the column's order.

➢ An error populated when entering a Case for a Customer with a default product and a different Currency from the Lab currency.

 

Version 14 Build 106 Release Notes - August 3, 2022

Administration:

➢ Under the Utilities sub menu under the Administrator menu, is a new option for "Change Product Price". This feature allows Administrator users to process different types of Product Prices changes in batches.

•To access the menu option, the user must have the policy to access the Administrator's Menu Options.

•The first required selection is to increase or decrease the prices, and then enter the rate.

•Next, the user would then need to choose the type of prices to update between Main Products (default price), Catalog Products, Special Prices.

•Lastly, the user will select by how much the recalculation should round to, using the "Round to" drop down menu.

•After all configuration is set, the user may click on the "Preview Simulation" button to view a list of products that will be affected by the change, with their Old Price, and their New proposed Price for review.

•Once the preview has been loaded, the "Apply New Prices..." button is enabled and upon clicking this option, the Product's Prices would be updated.

•After applying the new prices to the products, the "Undo to Initial Prices" button is enabled, providing the user a chance to undo the change(s) that was just processed.

***Please note, once the user closes the form, they will not be able to select the option for 'Undo to Initial Prices' and all updates are FINAL. It is recommended Admins ONLY process these updates after main laboratory hours.

 

Pickups:

➢ In previous versions when adding a Pickup, the cursor would load in a particular field. This has been enhanced so the cursor does not populate on any field by default allowing the user to select first when to navigate to for entry.

 

Advanced Export/Query:

➢ The following columns are now supported:

o Call's "Talked To"

o Call Note's "Talked To"

o Product's "Invoice Description"

 

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢An error populated when replacing case products as a result of certain processed Inventory Transactions.

➢ Local Deliveries that have been scheduled via the "Schedule Deliveries" menu option still displayed pending in the Shipping Manager.

➢ Printing errors involving the rotation of a UPS Label when printing.

➢Certain 3Shape Products that were mapped were not getting added to the case automatically.

Version 14 Build 103 Release Notes - July 25, 2022

 

Administration:

➢ The client is now force closing any active client sessions nightly. If a user did not log out at the end of the day, their session will be closed and will need to log back in the following morning.

 

Customers:

➢ CSR Advisors previously displayed only their Username in the drop down menu. This has been updated to display the user's Full Name instead.

➢ The Email Verification feature on a Customer’s Alert Email (Customer Settings > Alerts and Notifications), has been enhanced to allow multiple email addresses for notification.

 

Events & Education:

➢ A new field to capture an email address for the event registration has been added.

➢ A new query for “Registered for ? Event” has been added under the ‘Customers’ folder. This query will return a list of all customers that have registered for the event selected from the prompted parameter.

 

Cases:

➢ With the introduction of the ability to read a scale when adding a metal product to a case, the option to enter Teeth Numbers was prevented. This feature and the related functionality has been enhanced to allow users the ability to enter the Teeth Numbers, as well as selecting the Teeth Numbers from the Tooth Chart, which does not affect the weight.

***Please note, if the Metal Product is set as a 'Prosthesis', the Arch Selection will remain disabled.

➢ Users now have the ability to complete tasks on cases that were put on hold.

 

Shipping Manager:

➢ The ‘Shipment Due Out Today’ tab has been enhanced for clarity and the white instructional text has been updated accordingly. This tab will now display all open cases by the cases Ship Date only.

 

Inventory:

➢ Pagination has been added within the Inventory Maintenance form in Inventory Adjustment and Inventory Checkout tabs to handle large number of transactions.

➢ In the Inventory reasons maintenance, users may now define if a reason should be utilized for Adjustments only, for Check Outs only, or both.

 

UPS:

➢ Two new fields have been added which are required to use 3rd Party Billing:

•Billing Zip Code

•Billing Country Code

 

Purolator:

➢ The previously introduced Healthcare Shipping Service tag on shipping labels is required by Purolator to be available on approved accounts only. To accommodate this, there is a new checkbox option to enable the healthcare option. Until the account is approved, this option should NOT be checked. If the option is checked, and the account is not approved, Purolator will return error messages on all outbound shipping labels.

 

Zimbis:

➢ A new job for ‘Zimbis Import Item’ has been added, which uses the integration to communicate with Zimbis and retrieve the list of Products.

➢ The ‘API Product’ field in the products maintenance to map Zimbis Products, is now a drop down menu that lists the Zimbis Products retrieved from the new job.

 

3Shape:

➢ 3Shape now requires the Country Code when using their API. DLCPM supports this requirement.

➢ 3Shape has updated its way of identifying the Shade on a case in their API. DLCPM supports this change.

➢ 3Shape only supports Teeth Numbers and not Arches. The Arch Maintenance now has a new drop down for 'Which Arch'. The arch selection defined here will map the teeth that represent the arch found within the details of the case.

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ Cases with a status of "Sent for TryIn" were showing up in Shipping Manager.

➢ Editing an invoice and entering the Shipment Date was not preventing the invoice from populating in the Shipping Manager.

➢ The Shipping Manager was displaying cases on the ready to ship tab after the case was added onto an existing Shipment via the Shipping Manager.

➢ An error was populating when the option for 'Print Invoices' was selected when Batch Invoicing Cases, which prevented invoices from getting printed.

➢ Shipment Details of Shipped Purolator cases were clearing after un-invoicing and re-invoicing cases.

➢ Additional discounts were not applying properly on Special Price Products.

➢ An error message populated when using the Work Order Batch Scanning option.

➢ When adding a case product, the cursor was navigating to the ‘Description’ field instead of the ‘Quantity’ field after entering the Teeth Numbers.

➢ An error displayed when opening the Purchase Orders module.

➢ The ‘Load Schedule Assignments’ job failed to process due to encountering an error.

➢ The Shipping Manager form displayed a blank shipment in the ready to ship tab.

➢ On certain work stations, an error message populated when trying to print an invoice while invoicing a case.

➢ An error message populated when trying to open Chairside Calls Calendar form.

➢ When attempting to enter an Employee Time Clock entry for a single day, an error message populated preventing the entry.

➢ On an opened report, an error message populated when trying to refresh the report using the refresh option from the viewer toolbar.

➢ The Personal Setting to “Save UPS Labels as PDF” was not displayed on screen. This form sizing has been adjusted to display this option.

➢ The case Ship Date calculation is now respecting weekends per the business hours configuration.

➢ 3Shape documents were not transferring over to DLCPM via the Digital Gateway Service.

➢ The option to select the Lot Number for a Case Product from the Lot Number Maintenance has been restored to its previous functionality.

➢ For certain work stations, there was an orientation issue with printing UPS Shipping Labels.

➢ Certain users were receiving a blank ePop notification.

➢ Users were not able to mark a discount code set with a percentage at 100%.

➢ When changing the customer set on a case to a customer that is restricted to a Catalog, users were able to save the case with the original products intact, even though there were products not available within the assigned catalog.

Version 14 Build 90 Release Notes - July 06, 2022

 

System Enhancements:

➢The system speed in uploading and downloading files has been significantly enhanced. Users will see a significant increase in speeds allowing for better usability when handling cases and customer attachments with large file sizes.

➢If a session on the client lost connection to the Application Server, it often times would prompt the user a message and an OK button to click on, forcing them to close the application. We have now added a Retry button, which will attempt to connect again without closing the current session.

 

Administration:

➢There is a new Administrative option to clear a user’s cached position and sizes of modules within DLCPM Enterprise. Please note, this requires a user to log out and back into the system with a fresh session to take effect.

 

Generate Employee Time Clock Entries:

➢A new module is available now that can create multiple Time Clock Entries for an Employee per their set out of office entries. In previous versions, the employee Out of Office tab was only used in conjunction with Load Schedule Assignment and capacity, however now this has been enhanced to interact with time clock entries. Located on the “Out of Office” Tab of an Employee Record is a new option for "Add time clock entries". When selecting this new option on a highlighted entry, a module will display allowing the user to select which out of office entries should generate a corresponding time clock entry.

•The module will load with only the details from the highlighted out of office entry, but you may expand your period dates to select more than one date at a time.

***Please note the following:

•The Default Time In is based on the Employee’s Earliest Time In, and the Default Hours is based on the total set in Employees Holiday Paid hours.

•When changing the period filter dates, you must click on the “Reset Simulation” button to view the additional entries included in the selected time frame. This will generate the list of days within the entered period and the number of hours that the Time Clock Entry would be for.

•In this grid, the days to create Time Clock Entries can be selected. Once the proper days are selected and approved, you can then click on “Insert Records” to create the Time Clock Entries all at once. To view the Time Clock Entries of the Employee, you must go to the Time Clock form.

➢The option to open this new module is also available within the Time Clock Maintenance form on the Employees Time Clock tab. After selecting an employee, click on “Add Multiple Entries” button and the same module will display.

 

Customer Email Automation:

➢A new Automated Job is available that provides the ability to send a Broadcast Email to Customers based on a provided query. An email template should be created for this purpose and included within the SQL Script of the job details. There are full instructions listed in the SQL Script while editing the job.

 

Cases:

➢Previously, there was an option for “Add Materials” located on the Products tab of case entry/edit. Due to restrictions on certain functionality, this option has been removed and is now only located on the materials tab.

 

Calls:

➢When users have a call opened and try to open the same call for edit, a message would populate notifying the user that they already have the call open. This process has been enhanced and now upon attempting to open the same call for edit that is already open, the system would just bring up the call in front as the most active screen.

 

Products:

➢When adding a New Product, the 'Taxable" setting will not be checked by default anymore.

 

Complaint Alerts:

➢A new Global Setting has been added to “Alert assigned user automatically by sending …”. With this option enabled, the system would send an alert every time the complaint is saved to the assigned user.

➢The same option to notify the assigned user has also been added to the Complaint entry as well so that the user entering the complaint can decide whether or not to alert the assigned user of the complaint.

 

Preferences & RX Design (Portal Submit RX):

➢In the RX Design section of Global Settings, there are two new properties that can be set for:

•There is a new checkbox option for 'Required'. With this option enabled on the preference, it will be required for a selection in order to submit the RX through the portal.

• There is a new drop down menu for 'Color'.  This allows for the preference to display with a set color coding for each preference. Please note, there are only a select list of colors available in the system and the list is not available to be edited by any user.

 

Purolator:

➢When utilizing the shipping integration, the Healthcare indicator will now display on Purolator’s Shipping label.

 

UPS:

➢When utilizing the shipping integration, the integration now supports sending the Customer ID as the “Accounts Receivable Customer Account” to UPS.

 

Zimbis Integration: A new integration with Zimbis is now supported. Creating cases in DLCPM would create Patient records in the Zimbis system with this integration set. Labs will then be able to issue materials per patient/case through Zimbis while managing their inventory.

➢This integration also supports returned items.

•When an item is returned, the quantity on the case is decreased product if:

•The case is not invoiced

•The Associated Product is still on the case

•The product Qty is greater than 0

•If any of the above conditions are not met, nothing is modified on the case products, but add a case log is created, indicating the condition in which prevented the update.

 

Email Templates:

➢There are three new client Merge Fields accessible within the merge fields option on the blast email editor:

•LabInfo: This displays the lab name, address 1, address 2, city, state and zip code.

•LabPhone

•LabEmail

 

Vendor Shipments:

➢When creating Vendor Shipments, the "Read Weight" feature is now available.

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢ If a single Inventory Adjustment has multiple adjustments for each lot number of a single Inventory Item, the Inventory Transactions created were generating the wrong quantity per lot number, affecting the On Hand Quantity of the Inventory Item.

➢ Mass Printing would incorrectly stop printing after 150+ accounts.

➢ When creating a tool loan delivery, the customer’s route is automatically displayed. However, if you do not click the drop-down menu and actually select the route, the route on the delivery would not populate. The route will now populate without having to select the route.

➢ The Update Tracking # button in Shipping Manager was not functioning.

➢ An error would generate when trying to process a Local Case for shipment in Shipping Manager.

➢ The rates on certain Discount codes were translated incorrectly.

➢ The Ship Date was not populating correctly when entering a new case.

➢ When Voiding a Shipment, the cases within the voided shipment were not set populating within the “Ready to Ship” tab.

➢ When clicking on the “Update Tracking #” button in Shipping Manager, the cursor initially focused on the “Update” button instead of the “Tracking Number” field.

➢ Cases that have potential to be bundled with other cases for the customer weren’t displaying in the Shipping Manager.

➢ Local Deliveries were still showing up as “Ready to Ship” even after the Deliveries were created.

➢ The Shipping Label was not printed when creating Chronopost Shipments.

➢ Taxes were not correctly generating on cases.

➢ Users were unable to mark a pending payment as Successful, due to an incorrect error that the payment was posted in a previous statement period.

➢ Under certain conditions, notes entered when scanning a document after posting a payment, were not saved.

➢ The special discount set on a customer was removed if the product quantity changed.

➢ When setting the Default Due Date for a new case, the system was including the weekends when counting the number of days in advance, even though the lab is not open on weekends.

➢ The option for “On New Case Calculate Ship Date based on Carrier Transit Days” when enabled was not properly calculating the ship date.

➢ When entering a new case, the warning message “Due Date is outside of Customer Office hours” was not displaying when the due date was set outside of the customer office hours.

➢ With the option “Do not allow Saving the Case if Due Date is outside customer office hours” enabled, the system would still allow the user to save the case, even though the Due Date was set outside the Customer’s Office Hours.

➢ With a lab set up to create a shipment during an invoicing of a case, the Shipment Date was incorrectly reflected as 2 days in advance, instead of the actual day that the case was invoiced.

➢ In certain situations, the displayed dates and their formatting was getting changed.

➢ With the settings “When Due Date is changed, Always Calculate Ship Date from Due Date” and “Automatically retrieve Carrier Estimated Delivery Date” were enabled, the system was setting the incorrect Ship Date when changing the case’s Due Date.

➢ When typing in the ProductID using the “Add Single Product” module, the product’s Minimum Quantity was not validated.

➢ When attempting to open a call from an ePop Alert, and the call was opened by another user, the prompt to request the user to unlock the call will display as normal. If the request is declined, the ePop alert would simply close and the epop notification would clear. This is fixed, to have the ePop alert remain open until you decide to close it manually.

➢ The system was not prompting the user to view the notes on a call, when the user is trying to open a call from an ePop alert, and the call happens to be opened by another user.

➢ The client was crashing when creating a new customer if no Customer ID is entered or selected to generate.

➢ On creating an outbound shipment, using the Vendor Shipments manager the following error was populating: Error “9120119 - Missing Package Level Reference Number value”. This was an invalid error and has been corrected.

➢ Expired Discounts were shown available for users to select on a case or product.

➢ The Job Processor service was not referencing the correct file path for Custom Reports.

➢ The Case Status was changing for Invoiced Cases when using the Case Location Scan module.

 

 

Customer Portal Version 14

 

General Enhancements:

➢Overall portal navigation and functionality has been enhanced for improvements on speed and usability.

 

Education Courses:

➢Under the main Resources section is a new menu option for Education Courses. This corresponds to the new and enhanced features in DLCPM Enterprise that allows for the lab to create education courses or webinars for doctors and/or customers to attend.

➢This module will display all of the courses the customer has registered for, attended, and also allows the user to register for all active events created in Global Settings.

➢Registration can be completed for multiple doctors for the same course. The attendee name will default to the main name or doctor name for the account when registering, but users have the ability to select from a drop down list of practice doctors, or type in any name to keep record of the attendees.

 

Accounting:

➢A new column for ‘Check Number’ has been added to View & Payments grid.

➢When selecting to Make Payment/Make Billing Account Payment for a credit card payment, the system will not check to ensure the customer's assigned lab has a configured merchant processor before allowing the user to move forward.

➢When posting a Billing Account payment, A validation has been introduced to return an error when the user attempts to overpay.

➢Additional logging mechanisms are in place to track and log the entire process of posting a Billing Account payment.

 

Pickups:

➢When requesting a pickup, the follow enhancements have been made:

▪If the pickup carrier is configured to a carrier not integrated or if the carrier integration has not been set up within DLCPM Enterprise lab settings, the pickup will only list as Submitted. No actual pickup is schedule and the proper alerts will trigger to notify the lab there is a submitted pickup to review.

▪The carrier and service type selected on the request are preserved even when the pickup is only submitted, not actually scheduled.

▪Internal warning logs are enhanced to keep track of certain situations such as: missing carrier setup, an unacceptable carrier was selected, etc.

***Please note, the following carriers are an accepted carrier: FedEx, UPS, Purolator, TNT, Chronopost, Novea. The lab must be located within the country the carrier operates and have configured the carrier integration within Global Settings.

 

 

Submit Case/Submit RX:

➢When loading a template saved, if the Required Days for any product has been updated, the template will load and update the required days accordingly.

➢The word ‘Doctor:’ has been removed from the Authorized By message that is required prior to submitting the case.

➢With the respective properties set in the Management Console, users can now select from alternate addresses already on record or choose to add a new alternate address to record on file.

 

Submit RX:

➢If there are any preferences that are marked as required, red text within bracket will display next to the preference header indicating that it is a required selection.

➢If there are any preferences that have been configured with a color coding, the preference header text will display in that color.

 

 

View Cases:

➢The option in view cases to "Cancel Case", will now apply only to submitted cases and validate if the case is able to be marked as canceled. The validations will verify the case is not locked and the case has already been accepted & saved. If the case is locked or already accepted, the case cannot be canceled.

➢When selecting to add a new inquiry to a case:

oThe edit/add new notes option is now disabled on calls marked as completed.

oIf new notes are added, there is a much larger CANCEL button more visible allowing the user to cancel any notes they initially intended to add.

 

Design Approval:

➢The management console contains a new property, ‘CaseStatusOnApprovedDesign' that allows the lab to set the status of the case when a design approval is approved.

➢If a design approval is rejected, the case status will be set to "Design Rejected" and this will only apply when the case is set with the status "Awaiting Design Approval".

 

Fulfillments:

➢The Order Supplies page now contains a ‘Notes’ field

 

Settings:

➢Within the Web Settings module there is a new option that allows the user to override the "date format" enforced by the selected language or the browser culture.

 

Management Console:

▪Across the board for all properties, editing has been enhanced to allow for properties to be set back to a blank value. In previous versions, once a value was set, the ability to revert back to a blank value was not possible.

➢A new property has been added within the culture settings configuration for "EnforceCultureDateFormat". This property forces the date format to correspond to the culture selected. Individual users however, can change their web settings to a different date format.

➢There are two new properties to support the alternate address feature.

▪The property for "DisplayAlternateShippingAddress" when enabled will allow users to select from all of the available alternate shipping address kept on file.

▪The property for "AllowAddAlternateShippingAddress" when enabled will allows users to add a new alternate shipping address to select for the case they will submit and keep the address on file for future use.

***Please note, only the address types that are marked for display on web within DLCPM Enterprise Global Settings will be available for selection on submit case/rx.

 

 

Email Verification:

➢ The registration process has been enhanced with a new verification email. When a new customer decides to register for portal access, and upon successful registration, an email will be sent to the email address provided in the registration to verify the validity of the email address as well as allow access to the portal.

 

Corrections:

➢Users were unable to schedule a Local Pickup, due to enhancements made to the Lab's Settings.

➢When the management console property "ExpireLoginSession" was set, the login secure access function would not work properly.

➢The status column filter within the View Inquiries grid was not working.

➢The tool tip text on the ‘Add/Close Inquiry Details’ button was incorrect and has been corrected.

➢If the customer registering for portal access already had multiple email addresses on file, the existing emails were getting overwritten with the email entered in the user interface. This has been corrected to preserve the existing emails.

➢View Pickups - The UPS tracking URL is case sensitive. Previously, the portal was transforming the URL to lower case and breaking the link. Corrected.

➢When selecting to create a new practice doctor on submit case/submit rx, the phone number fields were not getting saved along with the rest of the doctor information.

➢Within the view messages module, the option for mark all as read was not properly updating the messages.

 

Version 14.70 RC 5 Release Notes - April 19, 2022

***Please note that the following is a list of the feature enhancements for Version 14 for those participating in the Early Adopter Program. This list is a draft, not the finalized release notes, as Version 14 enhancements are ongoing and will be updated accordingly.

General Enhancements:

➢When selecting to sort a column that contains either date or numeric information, the order in which the column sorts on the first click is now by descending and ascending on the second click. All other column sorting remains as is.

➢All grids now support the ability to use multiple columns. Users may now enter filter criteria in more than one column. Additionally, a menu has been added to the right-click main menu on the grid column to allow for clearing each column or all.

➢Each active tab will display bold text to provide enhanced visibility while navigating through the system.

➢See the newly redesigned General tab in the Case Options section of Global Settings with a new More Options tab. Case Options now include process identification headers and better clarity on how each option applies to the system.

➢All Email address fields are now validated to confirm the email address is in a valid email format. This new email validation will show a warning message on save if the email address fails any of the following verifications:

•Only letters, numbers, periods, hyphens, and underscores

•Remove all spaces from the address

•Check to make sure there is ‘@’

•Check to make sure there is  ‘.’

•Correct & replace '@@' with '@'

•Correct & replace '..' with '.'

•If there is a list of multiple email addresses, allow for only a comma or semicolon

➢There are new keyboard hotkeys available in all memo text fields supporting the following actions:

•Ctrl-F for Find

•Ctrl-R for replace

•Ctrl-F3 to repeat

➢On the About form accessible from the Help menu from the top of the toolbar, the Active users form previously had a column for type. This column has been enhanced to display the type of licenses: Client License, CTI, Batch Scanning.

➢A new option in Personal Settings is now available for users to set what font type and size to use when displaying the contents of all Note type fields.

➢When selecting to send an ePop message, users may now send it to Users & Groups together. Previously, users could only make a selection for a user, group, technician, or Driver, but not both at the same time.

 

View ePops:

➢When receiving ePops from a technician through the Technician Bench application, the ePop details now display the full name of the technician/user instead of only the technician ID.

 

Volume Discounts:

➢Volume Discount now supports configuring a maximum dollar amount and a flat amount in Global Settings and Customer form.

➢A new feature that allows you to ‘Generate Volume Discount Credits during Month-End Autopay process’ has been added to the Volume Discount form in Global Settings. If you have customers set up for month-end autopay, this will post the discounts before charging the customer.

 

Load Schedule Assignment:

➢  A new enhanced feature allows you to Copy Task assignments at the Production Task level, in addition to the Product Task level. This will copy assignments for a task across all production schedules versus only one production schedule.

➢  Improvements have been applied for further clarity on the unassigned reason.

➢  New enhancements to the LSA Readiness form:

•Readiness now reports if there are tasks with an LS duration longer than three days

•Readiness now checks for discontinued products that may trigger existing flags for configuration issues, allowing the user to see if they should disregard any of the flags.

➢ Enhanced load times to the Case Schedule grid under the 5. Unassigned Tasks tab in Load Schedule View.

➢ Load Schedule View Enhancements:

•Added a column for Department on the 2. Technicians tab

•The 5. Unassigned Tasks tab has three new columns:

oCase Ship Date

oPan Number

oLast Location

•The 6. Incomplete Tasks tab has two new columns:

oPan Number

oLast Location

 

Batch Processing:

➢ The Update Case Status feature has two new options:

•Set Date In

•Search by Remote Case Number

 

Case Product Materials:

➢ The Materials Maintenance list has a new 'Inventory Link' section added to the options for adding new materials or editing an existing material item. This section contains the option to create or update corresponding inventory items.

➢ There is also an option that will allow users to open the inventory item to review all of the corresponding inventory settings.

 

Education and Events:

➢ Previously, there was a sub-tab under customer 0. tab called Education. This tab has been completely enhanced and is now named ‘Events and Education’. This tab allows laboratories to track educational events that customers or prospective customers attend.

➢ The 'Education' option in Global Settings, under CRM Lists, has been renamed to 'Education and Events.'

➢ The new 'Events' maintenance list replaces the 'Courses' maintenance list.

➢ New options for Events include:

•EventID

•Subject Code

•Subject

•Event Date & Time

•Mark Event Inactive

 

Discount Management:

▪A new section has been added to customer settings for Customer Discounts. This section allows for users to add a Promotional Discount/Coupon to the customers in Advance.

▪Based on the selection criteria made in Customer Special prices, the discount(s) can be applied to all products or products by Group, Type, Department, or Category.

▪Customer Portal to Display such Discount for Doctor to select

•The discounts not defined per product are available for the doctor to select to add to the case

•The discounts defined by a product, group, type, department, or category are only displayed with the applicable products

 

Campaign Manager:

▪When utilizing the integration with Constant Contact, there is an available selection to link to an existing Constant Contact campaign. This selection has been enhanced to allow users to search for a campaign, instead of selecting only from the drop-down menu.

 

Constant Contact:

▪In the Constant Contact section of Global Settings, a new notice in blue text informs you that “Customers with no or invalid email address will be ignored.”

The following logic will apply during each synchronization:

•Confirm Email address field is not blank

•Check that the email address does not contain a comma, slash, and other invalid characters

oAs a reminder, this is because Constant Contact does not allow to sync one contact with multiple email addresses.

•If possible, split multiple emails that contain a comma and semicolon into multiple contact records

•Confirm the Email address contains an '@' symbol.

 

Cases:

▪When accessing the Images & Attachments sub tab on the 4. Tab for Cases on the customer form, a new option has been added to the right-click menu to delete the Design Approval Request.

▪A new Case Entry feature will allow for the automatic sharing of attachments with the customer via the Customer Web Portal while adding the attachments to the Case. This feature is in the Case Options, More Options tab under the 'When' section.

▪On Local Cases, when it is necessary to calculate the Due Date from the Ship Date because the Due Date is left blank, the system will skip holidays and weekends.

▪If a customer has the office hours feature activated, it is now possible to prevent a case from being saved if the Case Due Date is outside the customer's office hours. Check the Case Validation settings of Case Options for this feature.

▪When adding a product to a case and a product is a Metal product, a new option will appear to the right of the unit of measure to allow users to record the weight via a scale device.  

▪The Edit Catalog option in Catalog Products maintenance allows users to rename the Catalog.

▪With the addition of the new Discount Management and other pricing features, the order of priority in determining the price of a product now includes all special pricing and the special pricing features. The order is the following:

1.Purchase Order Products

2.Customer Special price

3.Customer Special price Discount

4.Customer Prices, -- ALL -- ProductID Price

5.Customer Prices -- ALL -- ProductID Discount

6.Customer Prices Lab specific Type Discount

7.Customer Prices Lab specific Group Discount

8.Customer Prices Lab specific Category Discount

9.Customer Prices Lab specific Department Discount

10.Customer Prices -- ALL -- Type Discount

11.Customer Prices -- ALL -- Group Discount

12.Customer Prices -- ALL -- Category Discount

13.Customer Prices -- ALL -- Department Discount

14.Catalog Products

15.Product Currency Prices

16.Products

 

3Shape Integration: Through our Digital Gateway feature, a new 3Shape integration allows laboratories to receive and send cases directly from 3Shape.

▪The functionality of this integration is as follows:

▪Cases entered by doctors in 3Shape or Trios will be retrieved and automatically created in DLCPM

▪Cases entered in the Lab in 3Shape, will be retrieved back from 3Shape and created in DLCPM

▪Cases entered in DLCPM, if set to a 3Shape scanner, will be uploaded to 3Shape and visible in 3Shape software

▪Once accepted and set to a 3Shape scanner, cases entered using the Customer Web Portal will be uploaded and visible in 3Shape.

▪All cases uploaded to 3Shape will upload under the Lab’s account

***Please note, this integration requires 3Shape 2021.

 

Medit Integration: A new integration with Medit is now supported, allowing laboratories to receive cases directly from Medit through the Digital Gateway feature. The functionality to receive cases from Medit is quite the same as 3Shape’s. This integration only supports receiving cases from Medit.

 

Products:

➢A new option has been added to the Related Products tab for ‘Prompt when adding Related Products to Case.' Selecting this option will not automatically add all related products but prompt the user to select which related products they would like to add to the case.

➢The Related Products feature is improved. If product A has related products X, Y, and Z, and product A is a related product to product B, then related products A, X, Y, and Z will appear on a case containing product B.

➢New View options are available for Product Prices. This menu is located in the top View menu and contains three submenus for viewing:

•Base Prices

•Catalog Prices

•Customer Prices

➢A new Sales Distribution Type called “Production Method” has been added. This allows the lab to define the Sales Distribution of the Product by the Production Method or Schedule used on cases.

➢A new System Security Policy for ‘View Product Prices’ is available in the System Administration settings under the ‘General’ category.

•By default, all users that have the “Edit Case” application policy will also receive this application policy.

 

 

TryIn Cases:

▪A new feature for labs utilizing the TryIn feature with the configuration set to ‘Do not invoice the case, just change the status’ allows the case to ship with the status of ‘Sent for TryIn.’ When invoiced for TryIn, the case only changes the case status, and the case will appear in Shipping Manager or create a shipment based on the case shipping options selected.

▪A new Global Setting option for “Add all Customer Default Products” has been added. With this option checked, the new open case that is created when the original case gets Invoiced for TryIn, will include the Customer’s Default Products.

***Please note, this option only applies to the first and third Global Settings configuration options for TryIn, which are both for creating a new case when invoicing.

▪A new option has been added for ‘Reset TryIn Case on Return’ in Global Settings Case Options – TryIn Invoicing. When enabled, as soon as the Sent for TryIn case is set back to Production:

❑The Pan Number is cleared

❑The case Date In will update to the current day’s date

❑Shipping Products will be automatically added to the case, to mirror the process of entering a new case

❑The action will be logged in the audit trail

 

Remake Cases:

▪New options are available for cases in Global Settings, Case Options – Case Entry under the More Options tab for:

oUse Current Address when Remaking Cases: When enabled, if the customer shipping address has changed since the original case selected to remake, the new remake case will populate with the updated shipping address instead of copying from the original.

oUse Current Preferences when Remaking Cases: When enabled, any updated preferences from when the original case was invoiced and then returned for a remake will populate the remake case preferences; otherwise, the case will copy the original preferences.

oWhen enabled, any updated prices from when the original case was invoiced and returned for a remake will show on the case; otherwise, the case will copy the original price.

▪Note: these options are also available to enable or disable on an individual case whenever the remake case option is selected.

 

Automation Jobs:

▪The Nightly Invoices SQL Job has been enhanced with new parameters to include Credits, Adjustments, Finance Charges, and Volume Discounts.

▪The additional parameters include:

o Parameter 4: Include Credits (1 = Yes, 0 = No, Default is 0)  

o Parameter 5: Include Adjustments (1 = Yes, 0 = No, Default is 0)

o Parameter 6: Adjustments Type, if Including Adjustments, users can specify which type:

▪All = All Adjustments                  

▪FC = Finance Charge Only            

▪VD = Volume Discount Only                          

▪FC/VD = FC and VD Only        

▪New Inventory Products and Materials Update: This job will update the inventory status regardless of case status. The default interval is 'Daily'; however, the interval can be as frequent as 5 minutes for up-to-the-minute updates to quantity on-hand.

 

Shipping:

▪Two new shipping Carriers are available on the list of integrated carriers:

❑United States Postal Service (USPS)

❑ICS Integration

 

Shipping Manager:

▪The second tab name changed to ‘All Shipments,’ from ‘Shipments Created Today.’ The ‘All Shipments’ tab allows users to search for previously created shipments.

▪Pagination has been added to this form to allow viewing multiple pages of records.

▪Users can search by Case# or Tracking#. The Search field is a field that allows scanning of a barcode.

▪When using the option to remove a case from a created shipment, the system will check to confirm that the shipment is not marked as delivered.

***Please note, local deliveries are enforced with this check, however with Carrier shipments, the carrier update shipment tracking job must be running in order for the system to accurately know when the case has been delivered.

▪Users can only remove a case from a created shipment:

❑ If local delivery, when the Delivery Date is blank

❑ If Carrier shipment, when both the Carrier Delivery Date and Carrier Tracking Info are blank.

▪The case audit trail log is updated when removing a case from a shipment.

 

Customers:

▪A new ‘Holidays’ tab is available in the 0. Customer tab in the Customer form. When setting up holidays on this tab, a red warning message will display on the case entry/edit if the Due Date is on the customer’s holiday.

❑ The Case Validation settings in Case Options, related to holidays, must be activated. The system will notify users with a warning box in the lower-left corner of the Customer or Call form if the current day’s date is the customer’s holiday.

▪A new option allows users to add multiple Special Prices at one time in the Special Prices setting of Customer Settings.

▪The 6. tab for Sales on the customer form contains a new grid at the bottom of each page showing the total for Sales, Credit, and Remake in one grid for clarity.

▪Any changes to the customer default discount settings log in the Customer log.

▪The dropdown selections on the customer form for CSR Advisor and Technical Advisor now display the values defined in the corresponding maintenance lists. The maintenance lists are in Global Settings > CRM Lists > Customer:

❑ CSR Advisor = Available list for selection displays active employees set with the Department for Customer Service.

❑ Technical Advisor = Available list for selection displays active employees marked as Technicians

 

Calls:

▪The following options for merge fields are available when sharing calls with customers:

❑ Merge field: \/[PatientFirstInitial] = First letter of Patient First Name + “.” + Last Name  i.e., J. Brown

❑ Merge field: \/[PatientLastInitial] = Patient First Name + first letter of Last Name + “.”   i.e., Joe B.

 

▪A new option allows users to view call notes when another user locks the call. This option is accessible when selecting open calls from the Case Finder and Customer form if the call doesn't have any call notes.

▪The “Call Edit” module has been enhanced to allow users to notify other Users and a Group together. Previously, users could only notify another user or another group, but not both.
 

Statements:

▪A new option to ‘View Pending Statements’ is available in the Customer Statements window under the Prior Statements tab. Clicking the ‘Viewing Prior Statements’ button will display the list of Pending Statements with an option to re-queue. This form is available while processing statement creation or after the countdown has stopped from the monitor form.

Billing Accounts:

▪A new ‘Do not send Statement’ option for Billing Accounts will prevent statements from being sent to the Billing Account. The statement is created but not processed.

▪Three new query options are available for filtering in Billing Accounts Payment Manager:

❑ Failed Payments

❑ Pending Payments

❑ Successful Payments

 

Data Audit Trail:

▪Under the General category, a new user application policy grants access to the Data Audit Trail actions in the Administrator settings. This policy also allows access to executing the Export or Re-Queue options in LabConneX Transactions.  

❑ All Administrator users will automatically receive this new application policy by default on upgrade.

▪The Data Audit Trail form has been moved from the Administrator menu to the View menu to make it accessible by all users with appropriate security.

 

Tool Loans:

▪Tool Manager has a new option for ‘Partial Return.’

•When selected, an edit box will display to allow users to set the partial quantity to return.

•The original tool loan will be updated and returned.

•In the Tool Products tab, a new line with the remaining quantity will show when processing a partial return in the Tool Products tab.

•In the Tool Audit Trail tab, a new line with the partial return action will show when a partial return is processed.

 

Scanning:

▪When using the Case Location Scan form, from the left-hand sidebar section for Scanning, the system will prompt the user to 'Update Tracking Number' after scanning all cases and before processing the update.

 

Production Management:

▪This new module has been introduced for labs to have the ability to track production by way of creating custom stages which are set at the product task level. Stages can be created as high level or granular as needed in order for the main module to provide insights on overall production process. The module opens an external program to view the summary, stage specific details and the Dashboard graphical view. There are many options for selecting date ranges to filter production tracking results as well as an export option.

***Please note that Production Management is in beta stage and as more laboratories take advantage of this new tool, feedback will be taken into consideration for future enhancements.

 

✓Corrections:

The following corrections updated to the functionality occurring in previous versions:

➢When selecting 'Print' to print a server document from the Customer Communications tab, a "Print Progress" window remained displayed in front of the Print window preventing the ability to Print.

➢When removing a product from the Catalog, the log on Catalog Products Audit Trail incorrectly displayed the Product ID in the Catalog column.

➢Using Advanced Queries with Total Past Due expressions in Mass Printing and Broadcast Email was returning 0 Customers.

➢In Advanced Export, only one field was exported if fields with the same name were selected from two different tables.

➢Selecting to double-click to select a Practice Doctor from the New Case entry module was not selecting the highlighted doctor for the case.

➢In Customer Payments Manager, certain queries caused the date range option to grey out, disabling the ‘Only Show Trans’ option. Now date range is available for all queries.

➢The incorrect email template was loading in certain environments and specific instances when sending certain emails.

➢Certain published queries were not populating in the Query Security section of Advanced Query.

➢When entering multiple lines of notes for a task preference, there was a lag time between typing and the text displayed on the screen.

➢Rescheduling a case and selecting to retain Assignments removed the Assignment Source and Date of projected assignments.

➢A proper error message will display if a user runs a report or form and the App server could not write into the workstation’s roaming folder, causing the report or form not to load successfully.

➢Call attachments were not sorted by date correctly.

➢When Global Settings for credit card processing were set for address verification, certain transactions were not sent with the full credit card billing address, resulting in certain transactions declining.

➢In certain environments, when selecting to upload and combine case Images, failures would occur if a large file were to combine/convert (>10MB).

➢Across the application forms, updated spelling, formatting, and grammatical issues.

➢The Global Setting option for “Automatically calculate Due Date from Ship Date when left blank”, was not reflecting the required number of days for Local Delivery, generating an incorrect case due date for Local Cases.

➢When entering new cases, the system would by default skip weekends when calculating the Ship Date. This has been corrected to respect the lab’s business hours.

➢When a call or case is opened and their files are sorted in descending order, the new file attached will still be added to the bottom of the list.

 

 

 

Route Manager Version 14

Major Feature Introductions:

▪Route Manager has a new feature called GEO which is ultimately allows Enterprise users to track driver location to allow logistics managers to determine best practices for incoming pickup calls or other driver related activities.

▪Route Manager also has an additional feature called GEO+ which will utilize Google Maps to generate an optimized Route schedule for all driver activities based on the traffic routes.

 

Admin Settings:

▪The entire administrative settings access has been enhanced with a new look and feel.

▪A new option for "Allow Exclude Deliveries" has been added under the "Pickups & Deliveries" menu. When enabled, it allows a driver to process the cases or deliveries that they have on hand for a particular customer, while skipping the ones that they might have forgotten or don't have on hand. The cases that are selected to be excluded will be cleared from Route Manager and populate back into DLCPM Enterprise as a case(s) ready to ship. The previous shipment date is cleared and can be created new when the driver is ready for delivery. Each case that is excluded using this option will generate an audit trail log indicating that it was excluded.

▪Under the "System" menu is a new option for "Biometric Login". When enabled, upon logging into Route Manager drivers will be prompted to log in using the Biometric Facial Recognition.

▪A new option has been added for "Complete Deliveries by" located under the "Pickups & Deliveries" menu. This setting contains a drop down menu that controls how drivers complete their deliveries. The two choices are between entering/scanning the Delivery ID, or the Case Number. This option is set across the board and cannot be overwritten per customer or per transaction.

 

 

Technician Bench Version 14

General Enhancement:

➢The user interface of Technician Bench has been completely enhanced and rewritten for a new look and feel.

➢Each modal window and message can now be closed by simply clicking anywhere outside the window or using the Escape key.

➢The browsers or devices back button works now by going back to the previous page. This allows for users to easily navigate back to previous pages versus selecting to return home.

➢Selecting to refresh each page will not redirect the technician to the home page but will keep them in the same module.

➢The top menu area now shows the time clock status of the technician currently logged in.

➢The top bar now has a new Home icon for quick access.

 

Login:

➢Technician Bench now supports a new type of login called Biometric. The previous classic method for logging in is still supported.

➢Users can access both the "Settings" and "Assign Tasks" modules from the login menu without first logging in with a technician user/password.

 

Assign Tasks:

➢Using the device’s camera to scan cases is now supported in this module.

 

Case Metal Entry:

➢A new main module for "Case Metal Entry" has been added.

•In order for the module to display, the property in admin settings for "DisableMyBenchFeatures" must be enabled.

•When enabled, users will have access to the "Add/Edit/Delete" actions.

•Users may scan all cases unless the cases have been deleted or invoiced.

•New error messages for different situations will display when the following case validations are processed:

o If the status of the case is 'Canceled'

o If the case is a credit or debit memo

o If the case is an adjustment case

•Product minimum and maximum quantity settings are respected within this module on edit weight.

 

Case Location:

➢Users can now scan for cases using the device’s camera in this module.

 

Time Clock:

➢After clocking in/out, the panel for time worked today now supports users to filter. Users can now click on "Paid" or "Non-Paid" and only see the activities for that category.

➢The Time Clock module has a new button: the ‘Clock in for Training’ button when clocked out.

 

My Bench:

➢My Bench's admin settings now have a filter option to Show Future Assignments. The page can now display all cases/tasks assigned to a technician, even for future day assignments.

➢The notes form now includes the "Document Approval Notes" sub-category.

➢Various button options for different sub-modules will only be visible if there is information to display.

➢Selecting to view case products will open a new form to display the product images.

➢Case Products and Product Images have a new color-coding system to identify the product and the images.

➢Clicking the bottom of each image will display the details of the image, including the product it belongs.

➢Each task now has timer options.

➢Enhanced task times to now compute the sum of the duration of each timer. The View Task Timers form will keep a record of each timer's run.

➢Calls now display any uploaded Call Documents within the form.

➢Calls and Calls Documents have a new color-coding logic, and image details will display when clicking on the bottom part of the thumbnail.

➢Upload Attachments has a new check box option to ‘Allow customer to view on Customer Portal.’

➢When downloading any images or attachments, the File Name of Case Documents is used to name the file.

 

Settings:

➢Categories now display all setting properties, and there are certain properties with multiple selectable values for various modules.

➢There is a new preference setting under Technician Scanning for: ‘Disable Scan by Clock In/Out.’ The available options will prevent any case scanning feature for technicians based on their clock in/out status.

➢If the technician’s clock in/out state does not comply with the properties set in this setting, My Bench will prompt the user with the following message: ‘Your current clock in/out the state does not allow scanning.’

➢There is a new preference under Time Clock to ‘Warn of Incomplete Tasks when Clock Out’. When this option is enabled, this will populate a warning for technicians when there are remaining incomplete tasks upon clocking out for the today.

➢Settings - there's a new category at the top for "Active Users" to manage licenses.

➢A new system setting has been added called “Disable Modules”. This setting would allow the lab to disable the following Technician Bench Modules:

•Assign Tasks

•Case Location

•Case Metal Entry

•Reports

•View ePop History

➢A new settings option for "Hide Upload Repositories" has been added under the "Files Upload" menu. This option controls which repositories should be shown for technicians to select when they upload case files.

➢Under the Technician Scanning menu of the settings, a new option for "Zero Pay Rate for Non-Production Scan" has been added. This setting would allow Technicians to complete tasks while they are clocked in for "Non-Production", but the Pay Rate for completing tasks is set to $0.00.

 

Technician Settings:

➢Technicians actively logged in have a new section with settings specific to that Technician.

➢The Technician can activate the 'Show Future Assignments' filter.’

➢There are also settings for the setup of biometrics login and a barcode scanner for case scanning.

 

Reports:

➢Users now can change the To and From parameters in the ‘My Assignment’ report.