Version 15 Build September 2024 Release Notes

Pickups:

➢ If a user attempts to schedule a local pickup for a time after the AM or PM pickup deadlines, a warning will appear. The AM and PM pickup deadlines will be ignored if they are not set or are set to 12:00 AM.

 

Corrections:

➢ An error occurred when processing month-end autopayments that were set to use eCheck.

➢ When accepting cases submitted from the Hub, its Processing Dates were miscalculated based on Global Settings > Case Options > Case Dates settings.

➢ The iTero integration now supports labs in regions other than North America.

LabConnex Portal 12.240924

 

Management Console:

➢ Added new property ‘DisplayCasesByStatusInclusion’. When this parameter is set, only cases with the defined statuses will be displayed.

➢ Added new Management Console property ‘MaximumFileSizeMB’. This can be used to set the maximum allowed file size for uploads.

 

 

Version 15 Build August 2024 Release Notes

Cases:

➢ Added shortcut ‘Ctrl+B’ for printing case labels from the Case Finder and Customer > 4. Cases tab.

➢ On Hold reasons and Hold Status can now be required by enabling the options ‘Case is put on Hold' and 'Case is on Hold without a hold status’ in Global Settings > Case Options > Case Validation.

➢ A prompt to reschedule a case will now appear when changing the Date In to a future date.

➢ The total duration of combined tasks can now be more accurately calculated, considering different task durations.

➢ The ‘Shade Appt.’ field in Case Edit is now labeled as ‘Shade / Patient Appointment’ for clarity. The ‘Medicaid’ fields have been moved to the ‘7. Misc.’ tab.

 

Lab Settings:

➢ Added 'API' field to ‘Default Customer IDs for new Cases’ section in Global Settings > Laboratory Lists > Laboratories > Edit > Digital Gateway. Cases submitted through the Hub API with an unrecognized Customer ID will be assigned to the customer defined in this field.

 

Pickups:

➢ Signatures and pictures can now be collected for Pickups through the Route Manager app. To view these, navigate to either Pickups Manager or Customer form > Pickups & Local Deliveries sub-tab> Pickups tab, then right-click a pickup and click ‘View Signature’ or ‘View Picture.'

➢ We have added 15-minute intervals for the ‘Pickup From’ and ‘To’ fields in Customer Settings.

 

Reports:

➢ A new report has been added that analyzes Customer Portal registrations and interactions. It can be found in the Customer Portal folder labeled “Customer Portal Registry Activity Analysis.

➢ A new parameter that will allow labs to pull sales stats by “Customer Type” has been added to the “12 Month Sales Comparison by Customer” report.

➢ An export friendly Accounts Receivable report has been added to the Report Center.  The report is located here: Accounting > Accounts Receivable Export.

➢ Added new Build Report, Cases > ‘Remake Percent by Doctor’.  This report will display the percentage of all Cases that were remade within a selected Date Range.

 

Advanced Export/Query:

➢ EstimatedDeliveryDate and CarrierDeliveryDate case columns have been added to the Advanced Export/Query menus.

 

Automated Services:

➢ Added two new parameters, ‘Exclude Inbound Cases’ and ‘Exclude Outbound Cases,' to the job Automated Services > Job Management > ‘Inbound Cases & Shipments.’ These new parameters allow you to choose whether you would like to exclude inbound or outbound cases from the email sent to each customer.

➢ Added new merge field \/[DoctorName] to the template ‘Case Call Notes Communication’.

 

Text:

➢ Users can now send text messages to numbers serviced by Bell Canada.

 

 

Zimbis:

➢ DLCPM Enterprise can now be configured to support multiple Zimbis accounts for each lab.

 

 

Corrections:

➢ Calls were not being created when completing Chat sessions that originated from an external website (outside of the customer portal).

➢ Column Ordering and Personal Settings were not retained after renaming a user in Administrator > System Admin Program.

➢ When processing a shipment in Shipping Manager, an ‘On Shipment’ alert associated with a specific case appeared even when the case was not included in the selected shipment.

➢ Memos, Adjustments, and Estimates could not be created when the Global Settings > Case Options > Case Validation ‘Do not allow Saving the Case if: Due Date is outside customer office hours’ option was enabled.

➢ The 'Design Approval Reminder' job failed, and emails were not sent out when scheduled.

➢ The 'Nightly Invoices' job was not sending emails when the Credit Memo and Adjustment parameters were enabled.

➢ All Departments were listed in the ‘Edit Task List’ menus at Global Settings > Products & Tasks Lists > Products / Production Methods. Now, only departments labeled ‘Product Task Department’ are shown.

➢ An error would occur when creating FedEx shipments for customers in Alaska.

➢ When an inventory item was removed from a checkout, the corresponding Inventory Item Transaction in Global Settings > Inventory > Inventory Items was not deleted.

➢ Inactive and Prospect customers will no longer appear in the customer list when creating new Chairside Appointments through View > Chairside Calendar / Chairside Calls Manager.

➢ Cases created from the Incoming Shipment module did not have a Practice Name populated.

➢ Task Preferences were not transferred when upgrading from V14 to V15.

➢ The “Unassigned Tasks” tab on the Load Schedule View under Tools now has the “Show Impossible to Assign Technicians” checkbox, which hides all inactive technicians from view.

➢ ePops sent from a technician in Technician Bench to a user in DLCPM Enterprise were not delivered.

➢ Production Management:

•When completing stages, stages were skipped, and the correct stage was not displayed in the sequence.

•With the user configuration set to “Track By: Case,” the Stage for Case Product was not updated.

•The Case grid was not updating when cases were moved out of the “Work In Progress” status.

➢ When the ‘Check RX Number for duplicates’ option was enabled, deleted cases were considered when looking for duplicate RX numbers.

 

Customer Portal 15.240812

 

Email Verification:

➢ The Email Verification link that is sent after a customer registers to the Customer Portal is now formatted as a hyperlink, enabling customers to click on the link instead of copying it to another browser.

 

 

Management Console:

➢ Added new ‘AdjustReason' and ‘RemakeReason’ options to ‘HideSubmitCaseFields’ property. Enabling these will remove the ‘Adjust Reason’ and ‘Remake Reason’ fields from the Submit Case and Submit RX modules.

 

Corrections:

➢ On cases submitted through the Portal, the product’s production method was set to ‘-- Default --’.

 

LabConnex Portal 12.240823

 

Corrections:

➢ An error would occur when adding materials that did not have a ‘Unit of Measure’ selected.

 

Technician Bench 15.240807

 

My Bench:

➢ Technicians can now request Design Approvals to Doctors directly from their bench.

➢ Annotations on STL files can now be viewed through the ‘My Bench’ module.

 

Technician Manager 12.240819

 

Corrections:

➢  Increased the task lot number character limit to 120 characters.

Route Manager 15.240808

 

Pickups:

➢ Pictures and signatures can now be associated with Pickups.

 

Driver Tracking:

➢ Drivers' active routes are now displayed in Driver Tracking.

➢ Drivers’ last locations will now remain visible for 5 minutes after they go offline.

➢ Drivers' active routes are now listed in the driver ‘Information’ window in Driver Tracking.

 

Corrections:

➢ ePops sent from Driver Tracking were not coming from the correct user.

Route Manager (iOS) Version 1.8

 

Corrections:

➢ Active drivers would sometimes display as ‘Offline’ in Driver Tracking.

 

 

Version 15 Build July 2024 Release Notes

Customers:

➢ If a customer has a Web Catalog set, the prices in the Web Catalog will always be used by default during Case Acceptance.

 

Lab Settings:

➢ We have added a new field in the Lab Settings > Settings tab to set the number of required ship days for local routes. This value will be pulled from the case’s Invoicing Lab during case entry. If the field is not set on the case’s Invoicing Lab, the default number of Ship Days for Local Delivery set in Global Settings > Case Options > Case Entry will be used instead.

➢ Added ‘Prepend RX number with Case number’ option to Global Settings > Laboratory Lists > Laboratories > Edit > Digital Gateway. When enabled, the format of RX numbers on cases submitted through the Hub will be Case#_RX Number.

 

Products:

➢ In the Global Settings for Products, the “Hub Prod. Method” was added to set the Product’s default method for cases from the Digital Gateway.

➢ In the Product’s Maintenance, the “Copy Schedule to another Product” feature now has the option for users to select which lab the schedule would be copied from and to.

 

Digital Case Import:

➢ UDX files are now supported for importing Sirona cases.

 

Case Finder:

➢ New columns have been added to separate Customer Practice Name and Case Practice Name in Case Finder.

•Customer Practice Name will always display the Practice Name in the Customer record.

•Case Practice Name displays the Practice Name set in a case’s shipping Tab.

➢ The Quick Report from Case Finder will now show the “Total Case Charges.”

➢ The right-click option “Email Case Communication” on cases can now send attached files.

 

Case:

➢ Added the Customer's Practice Name to the Edit Case header.

➢ Added ‘E-Mail Case Communication’ button to the Edit Case > ‘5. FollowUp Call’ tab.

 

Emails:

➢ Australian Labs can now use the merge field \/[PatientFullName], which pulls in the patient's Full Name on the case. The merge field is unavailable for the Inbound/Outbound Cases Alert feature.

➢ Added System Email Template ‘Daily Alert with Hold and Doctor Name.’ This template can be used for emails sent by the ‘Inbound Cases & Shipments’ job.

 

Data Audit Trail:

➢ Added Departments, Reasons, Product Tasks, and Production Tasks tables to the Data Audit trail.

 

Reports:

➢ Added new ‘Group By’ parameter option to the Build Report ‘Customer Decreasing Sales’.

➢ Added ‘Invoicing Lab’ parameter to the Build Report ‘Units In by Customer and Products'.

➢ Added a ‘Vendor’ parameter to the Build Report ‘Inventory Purchase Orders By Status’.

 

Help > About Menu:

➢ Now displays the number of subscriptions you have on Magic Touch applications and services.

 

Corrections:

➢ The Load Schedule Assignment feature was not properly applying the task’s ‘Copy Assignment from Task’ property, resulting in wrong assignments.

➢ Production Management: The date filtering option was not returning the desired cases when the date was set to the same date in both fields.

➢ The Build Report ‘Products Schedule’ displayed data incorrectly when using the ‘Product ID’ parameter.

➢ The ‘Inbound Cases & Shipments’ job created web tokens that could be used to navigate to the Customer Portal’s Case Evaluation page even when no Case Evaluation links were generated.

➢ The Inventory Adjustment Export report has been updated to show the items' Reference ID rather than their ItemID.

➢ A ‘Ship Date does not allow for Carrier Transit time’ error would sometimes occur during case scheduling.

➢ When the second task on a case was completed, and the first task was not, the ‘Auto Re-Schedule Cases Nightly’ job altered the task’s completion date.

➢ When a Product’s ‘Group’ category was updated in the Global Settings, the Product’s ‘Sub-Group’ category did not update properly.

➢ The Billing Account Post Payment was not sending the correct amount to payment processors when using the "Post Unapplied Amount to Customer" option.

➢ The Nightly Invoices job failed due to an adjustment parameter issue.

➢ The Build Reports ‘Auto-Pay Customers with Balances’ and ‘Auto-Pay Customers with Balances By Credit Card Type’ displayed customers with no open balances.

➢ When the “Customer ID” parameter was used, an error would occur on the build report “Customer Portal Activity - By CustomerID.”

➢ The right-click option “Update all Product Schedules” on the Global Settings for Tasks would update all Product Tasks, not only the selected task.

➢ 100% Remake Discount Rates that had ‘Allow Overwrite’ disabled would still be edited on Remake Cases.

➢ The right-click option on cases for ‘Email Case Communications’ was sending blank emails.

➢ The case filter ‘Cases Invoiced Last 5 Days’ displayed no data.

➢ Using the ‘Change CustomerID’ function would prevent future HUB cases from going to the expected customer.

➢ eCheck selection for AutoPay was not preserved in Accounting > Billing Accounts > Settings.

➢ Production Management: An error was generated when attempting to use the “Move to Next Stage” option in the Summary tab, which is not supported.

➢ The Ship Practice Name would sometimes be omitted from carrier shipping labels.

Customer Portal Version 15.240724

Home Page:

➢ Previously, the text set on the ‘WelcomeMessage’ property could only be displayed in one line. This property was enhanced to display text in multiple lines.

 

Submit Case/RX:

➢ Added .ASP and .ASPX files to the Management Console option “RestrictedFileTypes.”

➢ Added new ‘RXPreferenceFullImage’ property. RX Design images will display in a larger format instead of a thumbnail format when enabled.

➢ Added new 'ProductID in Products List' option to 'HideSubmitCaseFields’ property. Selecting this option will hide Product IDs in the Submit Case module's “Add Products” section. The Product ID will still be displayed for products that do not have an Invoice Description.

➢ Added the ‘Comments’ option to the ‘RequiredSubmitCaseFields’ property in the Management Console. If the new option is checked, customers must enter text in the ‘Comments & Patient Clinical Details’ field before submitting a case.

 

View Cases:

➢ We have added a new 'Est. Ship Date' column to the View Cases module. This column is hidden by default but can be enabled by selecting the 'ShipDate' option in the 'ShowViewCaseFields' property in the Management Console.

➢ Attachment notes can now be highlighted and copied.

➢ Added a ‘Submitted By' column. If a user logs in through Staff Access and submits a case, this column will list their name. The column is hidden by default. Select ‘SubmittedBy’ in the ‘ShowViewCasesFields’ property to show it.

➢ When a Staff User comments on a case, the call note will list ‘Submitted By: [Staff Member’s Name].'

 

Schedule Pickup:

➢ Added new ‘RestrictPickupHours’ property. When enabled, customers can only schedule pickups between the ‘Pickup From’ and ‘Pickup To’ hours set in Customer Settings > Lab Settings > Pickup & Shipping > ‘Pickup From,’ and ‘To.’

➢ Warning and info messages on the Pickups > Schedule Pickup module can now be highlighted and copied.

 

Account Preferences

➢ A new “Statement Print Format” option was added to the ‘DisabledFeatures’ property in the Management Console. Selecting this will remove the ‘Print’ and ‘Print & Email’ statement delivery method options.

➢ We have added a new 'Month End Autopay Only' option to the Management Console option 'DisabledFeatures.' Selecting this option will remove the 'Include In Month End Autopay Only' option.

➢ When the PreferenceAlert properties are set, users will be notified when a customer turns AutoPay on or off.

 

Alerts & Notifications Preferences:

➢ When a customer changes Preferences for Alerts & Notifications, the Preference alert now lists which fields were updated.

 

Staff Access:

➢ Added help information for the 'Basic+' staff access level in Settings > Staff Access > New Staff.

➢ When HIPAA-compliant Staff Access passwords are enabled, hovering over the question mark symbol will describe all password requirements.

 

Corrections:

➢ An error would occur when scheduling pickups using carriers with names over 20 characters.

➢ AccountSettingsAlert notifications would prompt the user to force Update Cases even if none of the edited fields impacted cases.  

➢ Lab customers could not log back in if a web inquiry was sent and responded to in DLCPM Enterprise.

➢ When the Default Catalog and Web Catalog were set to ‘-- NOT SET --’ on a customer, no products were displayed in Cases > Submit Cases.

➢ When submitting cases, some case information was not displayed on the ‘Confirm Order’ screen.

➢ An error would occur when a customer who did not have a first or last name set attempted to create a UPS pickup.

➢ The ‘Make Payments’ page was not displaying correctly in French or Italian.

 

Route Manager Version 14.240624

 

Enhancements:

➢ When viewing the list of customers to attend, it will now first try to display the Office Hours defined in the Customer > Office Hours tab in DLCPM Enterprise. If the tab is disabled, it will then look up the Customer’s Office Hours set in the text field.

➢ Shipments containing a case that is due today will be highlighted in red. Shipments containing a ‘Rush’ case will additionally be labeled ‘[Rush].’

 

Route Manager (iOS) Version 1.7

 

Corrections:

➢ Added iOS push notifications for new ePops sent to drivers.

Route Manager (Android) Version 1.0.5

 

Corrections:

➢ An error would occur when attempting to take images.

➢ An error would occur when attempting to start Google Maps navigation.

➢ The embedded Google Maps application could not be closed.

Technician Bench Version 14.240718

 

Send ePop:

➢ Added a new ‘Team’ option for sending ePops to a team of technicians.

 

Admin Settings:

➢ Added new Admin Setting called ‘Restrict Cases to Technician Lab’. Users can only see cases with the same Invoicing Lab set on their technician record in DLCPM Enterprise when enabled.

➢ The Admin Settings now have a ‘Play Sound on Notification’ option. When enabled, a sound will play when a technician receives an ePop.

 

Corrections:

➢ If you scanned an employee's badge, an error would occur in the ‘Assign Tasks’ module.

 

Technician Manager Version 14.240710

 

Corrections:

➢ The ‘Open Cases’ filter in View Cases > Tasks Monitor displayed tasks for On Hold cases.

 

Version 15 Build 61 Release Notes - June 5, 2024

 

Cases:

➢Grouped the options available in the Case Grid right-click menus of the Customer and Case Finder modules.

➢Added a button to print Customer Mailing Label from the Case Finder module.

➢Added new option to check for duplicate pan numbers by invoicing lab in Global Settings > Case Entry > Case Validation > ‘Check by Invoicing Lab’.

➢A new case > right-click menu option has been added that allows users to send case specific emails from the case grids called “Email Case Communication”.

 

ePop Alerts

➢ ePop Alerts for Calls now show the call's Priority.

 

Email Templates:

➢Added new LabInfo, LabName, LabPhone, and LabEmail merge fields.

➢A new case communication email template has been added. This is used for the case > right click > Email Case Communication option. The system template is called “Case Communication”.

 

Production Management:

➢Stage level notes that are written in Production management will now display on the right hand side of the case, when viewing the case in the Production Management Tab.

➢Case attachments now appear under the added notes section.

➢Case will now remain in Production Management after the last stage has been completed. The case will disappear once the case is invoiced.

➢A new button has been added, so users can view “Out of Scope” cases (Completed, etc..).

 

Batch Report Job:

➢A new ‘Send Email to:’ field has been added to the Report Batch Job module. This allows you to send the resulting emails to either customer’s main email or to their billing email.

 

Build Reports:

➢Case Units have been added to the report ‘Pending Tasks By Department.’

➢Updated Build Report ‘Receivables Aging Summary Extended (Billing Accounts Only)’ to allow selecting multiple Billing Accounts.

➢Added new columns ‘Total Cases’ and ‘Case Remake %’ to the Build Report ‘Remakes by Lab, Department’.

➢Added new Accounting Build Report. It can be found in Accounting > ‘Receivables Aging Summary By Sales Person’.

 

Try-In Cases:

➢When the option to transfer materials to Try-In cases is enabled, the transferred materials will have a quantity of '0' to avoid reducing their inventory quantity twice.

Incoming Shipments:

➢Added a ‘Doctor #’ search option to the Shipping > Incoming Shipments module.

 

Digital Gateway:

➢ Added an option to ‘Always set the Case to Customer Invoicing Lab’ in GS > Laboratory Lists > Lab > Digital Gateway.

➢ iTero Hub change: Case Number will now be added to the RX number brought in from iTero. Format - "Case#_RX Number"

➢ New options to compress (.zip) incoming files from the Digital Gateway integration has been added.

➢ All 3Shape RX files will now be converted from HTML to PDFs. Both files will be available when downloading cases from the Magictouch Digital Gateway.

➢ Developers can now get the Patient Chart field when sending requests to receive cases.

 

Payment Processors:

➢Added new processor ‘Strictly Zero’.

➢Added "Send Tax Amount as a % of Total Payment" setting on the lab's Credit Card Processor, to define the certain amount of tax to send to qualify for Level 2 processing. Note that this setting only applies to the following:

•AuthorizeNet

•BasysIQ

•Payscape

•PSIGate

•StrictlyZero

•TransactionCentral

 

Zimbis:

➢Zimbis can now be configured to support multiple labs. Please refer to the Zimbis User Guide, which can be found on the Magictouch Corporate Customer Portal. Click Here to log in.

 

Corrections:

➢ The report ‘Pending Tasks By Department’ was not displaying departments flagged ‘For Call Manager.'

➢ Fixed a formatting issue with the email merge field <<Labs.LabInfoHTML>>.

➢ Fixed formatting of the report ‘Month’s Sales By Department.'

➢ An error would sometimes occur when attempting to create a blank sub-group.

➢ When you assign a ‘Group’ to a product, the ‘Sub-Group’ value does not reset. Now, it will get cleared.

➢ Carrier Shipments were getting canceled because the alternate shipping addresses selected were not associated with the Practice Name that the system used. Now, when an alternate address is used on a case, the ‘Practice Name’ of the case’s Shipping Address will be blank.

➢ Production Management: A non-descriptive error would occur when attempting to export without selecting any data.

➢ The LSA Dashboard was not displaying tasks correctly and producing an error when a user launched the module.

➢After using the Billing Account option ‘Remove Autopay from Associated Customers,’ Autopay was being re-enabled for some customers.

➢The BR ‘Active Products Never Used or In Less Than X Cases’ was displaying discontinued products.

➢Some task properties were not being transferred by the right-click ‘Update all Product Schedules’ button in GS > Products & Tasks Lists > Production Tasks.

➢In some cases, scheduling was not respecting the production lab’s business hours.

➢Production Management: Fixed an issue with URL links not displaying correctly.

➢Production Management: Fixed an issue where case attachments were not being saved to the correct file path defined in User Configuration.

 

Customer Portal Version 15.240604

Management Console:

➢Added support for Broadcasting Messages. These messages will appear to customers upon logging in to the Customer Portal. For labs that have multiple portal sites, broadcast messages can be displayed to specific sites or to all customers.

➢A new property has been added called ‘ApplyCustomerTransitDays’. This property will add the number of transit days required for a customer to the default ‘Requested Return Date’ value during case entry.

➢Labs can now hide the "Comments" Field in Submit Rx/Submit Case page.

➢The Map in the Messages > Send Message page can now be hidden.

➢The DisableFeatures property now can be used to remove the Settings > Websettings > User Interface module.

➢Added new properties ‘CarrierPickupAlertMethod’ and ‘CarrierPickupAlertUserID’. Setting these options will allow users to receive notifications when customers schedule carrier pickups.

➢Added ‘Education Courses’ to the ‘Disabled Modules’ property.

 

View Cases:

➢Support for ‘PLY’ files has been added to the file viewer tool.

➢A new column has been added that will show the Case’s Location.

➢Added ‘Download All’ button to case attachments.

 

Preferences:

➢Increased character limit for Custom Entry customer preferences.

 

Alerts:

➢Case Requested Return Date has been added to the Email Alert for Submitted Cases.

 

Pickups:

➢Support for Standard and Metric units of measurement are now available.

 

Corrections:

➢During Prospect sign-up, ‘US’ was not showing up as an available country option for some customers.

➢The “Pickup date is today” warning on the Pickups page was not disappearing if the date was changed to a future date.

 

Route Manager Version 15.240327

Corrections:

➢Camera functions were not loading when attempting to scan barcodes within the apps.

➢An error was preventing the route GEO information from being transmitted.

 

Technician Bench Version 15.240613

My Bench:

➢The name of the next due task for each case is now displayed on the ‘My Bench’ module.

 

Lot Number:

➢Increased task lot number character limit to 120.

 

Scanning:

➢A ‘_PROCESS_’ barcode can now optionally be scanned instead of clicking the ‘Process’ button on ‘Case Location’ and ‘Assign Tasks’ modules.

 

Settings:

➢Added new property ‘Process On Case Scan’ for ‘Case Location’ and ‘Assign Tasks' modules. With this property enabled, cases will be processed immediately after entering the case number or scanning the case barcode.

➢The Technician Bench time clock can now be removed from the Home Page. It can be found in Settings > System > Disable Modules.

 

Corrections:

➢Customer names were still being displayed when ‘Customer Name’ was selected in the ‘Hide Case Information’ setting.

➢With the ‘Process On Case Scan’ property enabled, the most recently scanned location wasn't being retained until a new location was scanned.

 

Version 15 Build 60 Release Notes - May 9, 2024

Fedex:

➢ DLCPM Enterprise now supports the new FedEx Integration, as they will be discontinuing some of their old services, in favor of their new API. FedEx requires new API/Label Certification in order to switch to their new integration. To get started, please navigate to our FedEx Integration page.

 

Global Settings:

➢ Added new TryIn Invoicing option, ‘Transfer all Materials to the new case.’

➢ The "Requires Answer on Portal" checkbox is now available when setting up Questions on Profiles (Global Settings > Profiles > Profiles > Questions).

 

Cases:

➢ Added new ‘View Workload’ option ‘Task Type, Prod Lab,' accessible from a case’s ‘Schedule’ tab. This shows the number of units of each task type scheduled for a particular Production Lab.  

➢ The Patient Appointment Date on cases has been changed to Shade Appointment.

➢ A new tab that displays case Materials has been added to the Case History menu.

 

Case Finder:

➢ A new button for accepting submitted cases has been added to case finder. This button works just like the right-click option in Case Finder.

➢ Production Stage has been added as a column in the Tasks tab in Case Finder.

 

Calls:

➢ Added new ‘Ship Date’ column to the ‘Department Calls’ module.

 

Load Schedule Assignments:

➢ Labs now have the option to set Load Schedule Assignment (LSA) groups. This option will allow labs to assign LSA Groups to employees and products. When the Load Schedule Assignment job runs, it will only assign tasks to technicians within these groups.

•Ex. Technician/Employee 1 is part of LSA Group 1. Product A has the LSA Group 1 assigned. All tasks in the production schedule for that product will only be assigned to the technicians within that group.

 

Shipping Manager:

➢ Added a new option ‘In Shipping Manager, remember the last package Type used’ under Global Settings > Case Options > Shipping. When this is enabled, the package type you select will be remembered for consecutive shipments with the same service type.

 

Automated Services:

➢ UPS tracking updates have been changed to only allow updates for up to 15 days.

 

Reports:

➢ New Reports:

•Inventory > Inventory Item Consumption Timeline - shows a break down of consumption and replenishment for the entire history of all Inventory Items selected. Included is the option to show only the yearly breakdown or the monthly breakdown along-side them.

•Inventory >  Inventory Items (Point In Time) - displays the on-hand quantity of inventory items on the selected date.

•Shipping >  Shipping Carrier Manifest w/ Enhanced Tracking - displays Shipment Tracking with the most recent updates from the carrier.

➢ Added a new "Payment Number" column to the report "Payment Ledger Detail By Lab (Export)."

 

System:

➢ Updates to HotKeys:

•Global Settings (Shift+F1)

•Personal Settings (Shift+F2)

•Send ePop Message To (Shift+F3)

 

Merchant Processors:

➢ DLCPM Enterprise now supports Stax. Our integration with them provides full PCI Compliance.

•Credit Card Tokenization is implemented.

•Force Tokenization is also introduced, preventing lab users from ever entering the Credit Card's information in DLCPM. If ever a user is on a call, they can trigger an email to be sent to the customer, which contains a link to a page for them to enter their Credit Card info on their own. To send the email, a Customer Portal Subscription is required. For more information, please click here.

 

Corrections:

➢ Some merge fields were causing broadcast emails to fail.

➢ The ‘Auto Past Due E-Mail’ job was being reinstalled during every update, causing parameters to be reset.

➢ Production Stage names were not updating related database tables when updates were made.

➢ When duplicating a case created from an inactive catalog, and opting to use current prices, product prices from the customer’s current catalog will be used.

➢ Scheduling cases containing transit tasks that were also set on a product would produce an error.

➢ Event reminder emails were still being sent to customers with an ‘Unregistered’ status.

➢ After editing a Credit Memo, customers with no ‘Ready to Ship’ cases would appear in the Shipping Manager.

➢ Carrier Tracking was not updating delivery status when running the Update Tracking service.

➢ The ‘Returning Customers’ report was not successfully grouping by ‘Territory’.

➢ The ‘New Customers’ report was not successfully grouping by ‘Territory’.

➢ The report ‘Sales by Product Distribution’ would sometimes report different total sales when using the Distribution Type ‘Department’ versus ‘GLAccounts’.

➢ The ‘New Customers’ report was not filtering ‘Total Cases’ to the selected date range.

➢ Users without the ‘Modify Notes’ application policy were still able to modify call notes.

➢ Some Region settings were causing an error in the Chat Manager.

➢ After adding a production task to a production method, some task settings were not retained.

➢ When applying surcharges to products, the Surcharge reason was not appearing.

➢ The 'Propagate Task properties to Product Schedules' job was not transferring all task properties.

➢ A crash was occurring when users attempted to open cases in the Shipment Due Out Today tab in Shipping Manager.

➢ The tabbing order in the Search By fields in Case Finder were not cycling in order.

➢ The 'Case By Product And Materials Lot Number' report was not returning data when a specific product was chosen.

➢ The report ‘Late Tasks By Department’ was not running successfully.

➢ After changing a case’s due date and rescheduling during case edit, the updated due date was not used.

 

Customer Portal Version 15.240503

 

Staff Access:

➢ Added new ‘Basic+’ staff access level. This level allows access to all the same modules as ‘Basic,’ and adds access to ‘Submit Case’ and ‘Submit RX’.

 

Corrections:

➢ When the ‘EstimatedDeliveryDate’ option was selected in the ‘HideViewCasesFields’ property, the ‘Delivery’ option was hidden.

➢ Corrected the logic used to display ‘Scheduled to Ship’ cases.

 

Version 15 Build 58 Release Notes - April 5, 2024

Advanced Export/Query:

➢ Added ‘CustomerComplaints’ table to the Advanced Export module.

Reports:

➢ Added ‘Payment Date’ and ‘Apply Date’ columns to ‘Payment Ledger Detail’ and ‘Payment Ledger Detail By Lab (Export)’ reports.

 

Corrections:

➢ Alert groups that receive updates for Digital Gateway case documents were receiving multiple ePops per case.

➢ Corrected an error that popped up when trying to add customers to a campaign using the customer query ‘With Previous Sales, Possibly Lost’.

➢ Incoming Shipment Case and Pan labels were not printing when ‘Legacy Crystal Runtime’ was disabled.

➢ The ‘Copy from another Customer’ module in Customer Settings > Preferences was not transferring Practice Doctor preferences.

➢ Updated ‘Tax Rate’ fields to display three decimal places.

➢ The ‘Create Daily Pickups’ job was not accounting for customer holidays.

➢ Updated the character limit for Production Stages from 30 to 50.

Customer Portal Version 15.240402

Prospect Registration:

➢ Added a new ‘ProspectQuestionsProfile’ property that enables adding custom questions to the prospect sign-up form. By entering a Customer Profile on the property, the set of questions and answers from the profile will show up.

 

Corrections:

➢ Corrected an error where the ‘AllowSchedulingForWeekends’ property was not preventing users from scheduling weekend pickups.

 

Version 15 Build 57 Release Notes - March 15, 2024

Corrections:

➢An error was occurring if a UPS shipment’s ‘Declared Value’ was 4 or more digits.

➢The Production Management module was not loading.

➢The "Copy schedule to another product" option in the Product menu was not setting a system method.

 

Version 15 Build 56 Release Notes - March 11, 2024

Billing Account:

➢A new button has been added to the Billing Account > Modify menu that allows lab users to log into the corporate accounts on the customer portal.

 

Incoming Shipment:

➢Added support for attaching files and saving Pan Number from the ‘Incoming Shipments’ module.

Case Scheduling:

➢Added new ‘Same Day Repair Schedule’ option for case scheduling. This will allow scheduling cases with same day delivery when rescheduling rush cases.

Reports:

➢Added new report ‘All Cases by Date In’ that lists all cases for the selected date range regardless of their status.

➢Added new ‘Customer Special Price Expiration by Units’ report.

 

Corrections:

➢Updated the character limit for duplicate production methods from 30 to 50.

➢There was an issue with the Chat Manager/ Appserver that caused a memory leak.

➢Corrected the default Incoming Shipment ‘Case Label’ and ‘Pan Label’ forms.

 

Version 15 Build 54 Release Notes - March 6, 2024

 

Customer:

➢A new button has been added to allow users to log into the Customer Portal as Billing Accounts (Corporate). The new button can be found next to the "Log in as Customer" button on a customer record.

DLCPM PDF Writer:

➢The latest version of the DLCPM PDF Writer and GPL Ghostscript application will now be installed when updating DLCPM.

LSA Dashboard:

➢Team filtering has been added to the Load Schedule Dashboard tool.

➢Task Unit values can now be viewed in the Unassigned Tasks menu.

 

Reports:

➢A new build report has been added that provides a breakdown of Debit & Credit dollar amounts, grouped by GL-Accounts for: Sales, Taxes, Shipping Charges, Credit Adjustments, Credit Memos, Debit Adjustments, Finance Charges & Customer Payments.

➢Dental Group can now be chosen as a parameter in the 'Open Cases By Status with Grouping Option' report.

➢Cases invoiced on the last day of the selected month were not displaying on the ‘Sales Commission by Invoices’ report.

➢Added a new ‘Practice Doctor’ column to the report ‘Invoices by Product and Customer’.

➢Added new ‘Production Lab’ parameter to the report ‘Sales Summary by Customer & Product’.

Shipping:

➢Address lines 1 and 2 now support up to 35 characters during UPS shipment creation.

 

Corrections:

➢The Incoming Shipments menu was not respecting the Case Option to determine Invoicing lab by operator.

➢Case scheduling was not accounting for same day deliveries where cases had Due Date/Ship Date on the same day for unsupported carriers.

➢Customer Portal Product Preferences were not being written to Work Orders printed from Technician Bench.

➢Alert groups that receive updates for Digital Gateway case documents were receiving multiple ePops per case.

➢Product IDs would sometimes be displayed with incorrect capitalization.

➢The ‘Auto Apply Payments and Credits’ job would redistribute prepayments.

➢The ‘Auto Generate Purchase Orders’ job would create POs for inventory items before their stocks had reached the Reorder Point.

 

Technician Bench Version 15.240228

My Bench:

➢Upon task completion, focus is sent to the search bar so the next case can be typed in or scanned immediately.

Corrections:

➢Inactive technicians are no longer visible in the ‘Assign Tasks’ module.

 

Customer Portal Version 15.240304

Corrections:

➢Currency was not being assigned when Prospects signed up for an account from the Customer Portal.

 

 

Version 15 Build 53 Release Notes - February 29, 2024

Digital Gateway:

➢iTero has been added to the MTS Digital Gateway.

If you plan on using this feature or transition from the Digital Case Import feature please reach out to the MagicTouch Support Team.

 

Corrections:

➢The ‘Multiple Products’ module duplicated and replaced previously entered products during case entry.

 

Version 15 Build 51 Release Notes - February 9, 2024

Corrections:

➢ Product Preferences were not displaying on the ‘View Default Prefs’ Customer module.

➢ For labs that set up their ‘Nightly Invoices’ job to look at the invoice's Shipment Date,  blank invoices were getting sent to some customers.

 

Version 15 Build 50 Release Notes - February 2, 2024

Preferences:

➢A new option to manage Doctor specific preferences has been added to the customer settings and Practice Doctor Master List. A new checkbox to activate this feature can be found in Global Settings > General, under the "Use Practice Doctor Master" setting labeled "Enable Practice Doctor's Preferences."

Product:

➢A warning has been added to make users aware that the product they are re-making is marked as discontinued.

Advanced Export:

➢ Employee’s birthdays can now be used in the Advanced Export module.

Digital Gateway:

➢ Integration with Shining 3D Technology is now available in the Digital Gateway.

Corrections:

➢‘Cases By Invoice Date’ report now supports currency symbols other than '$'.

➢Removed unpaid activities from the ‘Technicians Payroll Detail’ report.

➢Fixed visual defect when using the ‘Show Call Notes as Text’ option in the ‘My Calls’ module.

 

Technician Bench Version 15.240206

 

My Bench:

➢Added ‘Record Locking’ feature, enabling technicians to lock tasks and prevent others from working on them.

 

Technician Settings:

➢A French language option have been added to Technician Bench. It can be set by navigating to Technician Settings and activating the feature.

 

Corrections:

➢Epop were not being sent when using the Group option in the “Send Epop” module.

➢Technician's "My Payroll" report was not displaying the current currency.

➢The Auto-log out feature was not allowing technicians to remain logged in, if set to 2 minutes. A 3 minute minimum has been added as a requirement.

➢Departments were not appearing when users attempted to clock in or out in the Timeclock module.

 

Customer Portal Version 15.240124

Account Settings:

➢Three new fields have been added to the Customer Account Settings page that shows Billing Email, Phone Number and Contact Name.

Logs:

➢New logs have been added for more visibility of the approval status for designs.

➢Logs are now recorded when customers open external ‘Make Payment’ URLs.

Chat:

➢A setting to enable or disable the chat feature in Customer Portal has been added to the Management Console.

 

Version 15 Build 47 Release Notes - January 18, 2024

System:

➢ DLCPM Enterprise now supports the French language.

Please note: This requires further configuration. For more details on how to enable this, please reach out to Magic Touch Support Team.

 

Products:

➢ When setting up a product’s schedule, you may now right-click on a method to copy it and apply to another lab.

➢ When adding related products to a product, a new checkbox “Use Case Product Quantity” has been added to have the related product match the quantity entered on the main case product.

 

Departments:

➢ A department can now be set as a Product Department, Product Task Department, or Employee Department.

 

Digital Design Approval:

➢ When requesting Design Approval, the option to “Apply Email Template by Production Lab” is now available.

 

Pickups:

➢ When creating pickups, inactive customers are no longer available to select.

 

Jobs:

➢ The “Inbound Cases & Shipments” job has been updated to include cases that have been delivered earlier than expected. With this, the system email template called “Inbound Cases and Shipments-Early Shipment Message” has been added, showing the supported merge fields to show early shipped cases.

•Please note the following logic to determine cases shipped early.

oLocal Cases - any cases with a Shipment Date that is before the case’s Due Date.

oCarrier Cases - any cases with a Due Date that is after the case’s Estimated Delivery Date.

 

Email Templates:

➢ New system email template called “Inbound Cases and Shipments-Early Shipment Message” has been added. For more details please refer to the previous release note, which outlines the changes to the "Inbound Cases & Shipments" notification feature.

 

Load Schedule Assignment:

➢ A case task that came from combining duplicate tasks will be assigned to the technician proficient in all of the task’s tooth numbers.

 

Reports:

➢An option to duplicate reports has been added to help retain reports between updates.

Please note that this option is only available to Corporate Accounts.

 

Corrections:

➢ When attempting to register for Events from the portal, users were unable to if attempting to register on the same day.

➢ Customers who unregistered for events through the Customer Portal were displayed as 'Registered' in DLCPM Enterprise. From now on, when customers unregister, their status will correctly reflect as ‘Unregistered’ in the ‘Registered Customers’ section.

➢ Recreating a statement for a customer did not regenerate their Volume Discount.

➢ The "Monthly FC and VD Invoices" job would sometimes send blank invoices to customers.

 

 

Version 15 Build 34 Release Notes - October 19, 2023

Please note that support for Zendesk has been discontinued. In its place, we are pleased to introduce the new DLCPM Chat feature to provide real-time virtual customer support.

 

Digital File Transfer:

➢ Digital File Transfer is a feature that allows DLCPM Enterprise to export files into a desired repository and import files back into the system. This allows users to:

•Have easy access to case files without the need to log in to DLCPM.

•Perform adjustments or enhancements to files required by the cases.

•Easily import those files back into the system, attaching them to the proper cases.

 

Merchant Processors:

➢ DLCPM Enterprise now supports Stripe. Our integration with them provides full PCI Compliance.

•Credit Card Tokenization is implemented.

•Force Tokenization is also introduced, preventing lab users from ever entering the Credit Card's information in DLCPM. If ever a user is on a call, they can trigger an email to be sent to the customer, which contains a link to a page for them to enter their Credit Card info on their own. To send the email, a Customer Portal Subscription is required. For more information, please click here.

 

 

Lab Settings:

➢ Expanded character limit for Merchant User IDs in the Global Settings > Laboratory lists > Credit Card Processors.

➢ Payeezy is no longer available. On this note, the Payeezy option has been removed as a supported merchant.

 

 

Case Finder:

➢ A “Related Emails” tab in Case Finder is available for users to view emails related to the selected case.

 

Shipments:

➢ The “Add Shipping Charge” option, available when creating a customer’s shipment, is now a persistent property. The option will be checked based on what was previously set by the user.

 

Calls:

➢ Introducing the new "Speech to Text" feature, enabling users to record their speech and seamlessly transcribe them into written text onto the call's notes.

➢ Within the Call Note grids, a new right-click option is available to Mark/Unmark important call notes. If a user marks a call note, a check mark will show in the grid, next to the marked call note, making it easier for any user to identify what notes are important among the rest of the messages.

 

Load Schedule Assignment:

➢ In the Load Schedule tab of the Global Settings for Case Options, there is now a setting to “Enforce Vital to Scan.” Enabling this setting prevents Load Schedule from assigning tasks that are after a task that is Vital to Scan and not assigned.

•Enforce Vital To Scan by Case - Load Schedule will not assign all tasks that are after a task that is Vital to Scan and not assigned, regardless of whether they are for a different product.

•Enforce Vital To Scan by Product - the case’s products are now considered. Load Schedule will not assign the product’s tasks that are after a task that is Vital to Scan and not assigned. Load schedule would then continue to assign tasks of the other product on the case.

 

Tools:

➢ Labs can now Epop entire Technician Teams from various menus.

 

Reports:

➢ Added an “Invoicing Lab” parameter to the Customer Preferences report.

➢ Added a report parameter to the Cases By Date In report to allow users to select specific Billing Account.

➢ Updated the Technician Payroll Detail report to show separate Total Hours of Production Activities and Non-Production Activities.

➢ Added a Teeth # column in the Technicians Performance Detail Report.

➢ A new exportable report is available called “Technician(s) Performance Detail Export.”

 

Tasks:

➢ An option has been added that will allow labs to assign tasks to a team in the production task menu.

 

Campaign Manager:

➢ “Update Campaign Status Nightly” option is now available in the Global Settings for Campaigns. With this option enabled, the statistics of active Campaigns will be updated nightly.

 

✓Corrections:

➢ The service types of USPS were not saved when creating Fulfillment Shipments.

 

Customer Portal Version 15.231003

DLCPM Mobile App:

➢ Customer Portal is now available in Apple’s App Store and Google Play Store to download. Provides the same key features of the web application while being mobile-friendly. If interested, please contact our Customer Support Team for more information.

 

DLCPM Chat:

➢ Implemented our own chat feature between customers and labs. This feature works between the Customer Portal and DLCPM Enterprise. An external chat module is also available to implement on your business website.

 

Dashboard:

➢ There is now an option to display a dashboard that shows a summary of recent activities, summary, and pending actions for customers. This will be shown once the customer logs in.

 

Route Manager Version 15.230929

MTS Route Manager:

➢ Route Manager is now available in Apple’s App Store and Google Play Store to download. Provides the same key features of the web application while being mobile-friendly. It can now access the device’s resources to provide better accuracy, efficiency, and service. If interested, please contact our Customer Support Team for more information.