Version 16 Build 62 Release Notes - June 24, 2026

 

Case Scheduling:

➢ A new warning has been added to the Case Edit screen to alert users when a case's production schedule extends beyond its ship date. If any task due date exceeds the case's ship date, whether set through scheduling, rescheduling, or manual edits, a red warning message reading "Warning: Production Schedule exceeds Ship Date!" will now display directly on the case entry form, helping prevent cases from being inadvertently shipped late.

➢ A new Change Case Status dropdown has been added to the Reschedule Case dialog. When rescheduling a case, users can now select a new case status (e.g., changing from On Hold to In Production) as part of the same action, eliminating the need to manually update the case status in a separate step. The dropdown displays all statuses configured "For Production." If no status is selected, the case status remains unchanged.

 

Customer Form:

➢ A new Web URL field has been added to the "Add New Customer" form, allowing users to capture a customer's website address during initial setup. The entered URL is saved to the customer record and displayed on the customer detail view for easy reference.

 

Advanced Query & Advanced Export:

➢ The Case Evaluations table is now available as a data source in both Advanced Query (AQ) and Advanced Export (AE). Users can select Case Evaluations from the available tables, choose from its supported fields, and include Case Evaluation response data in query results and export output. The table can also be joined with the Cases table for combined reporting. This enables customers to analyze Case Evaluation responses using the same flexible query/export workflows they already use for other data sources.

 

Corrections:

➢ The character limit for Case Evaluation Answers has been increased from 40 to 100 characters. Previously, exceeding the limit produced a generic error message without explaining the cause. This update allows for more detailed responses and resolves the submission error that occurred when the previous limit was exceeded.

 

 

Customer Portal 15.260618

 

Submit Case/RX:

➢ A new Management Console property, RequestDateCutOffTime_Enforce, has been added to give labs more flexibility over how due dates are calculated when EnforceDueDate is set to false. Previously, turning off EnforceDueDate allowed doctors to select any return date but also disabled the cutoff time logic, meaning cases submitted after the lab's cutoff time would no start from the next business day when determining the Default Due Date. With this update, labs can now set RequestDateCutOffTime_Enforce = true alongside EnforceDueDate = false so that the cutoff time is still respected when computing the default Requested Return Date (adding +1 business day for after-hours submissions), while still allowing doctors to choose an earlier date if needed. Existing behavior is fully preserved when this new property is left at its default value of false.

➢A new Duplicate Patient Name Check feature has been added to the Customer Portal to help prevent duplicate cases from being created for the same patient. When a doctor begins submitting a case via Submit Case or Submit RX Case, the system now checks whether any open cases already exist for the same patient name, respecting the existing portal Management Console property filters that control which cases are visible to the CP user. If a match is found, the Patient Name fields are visually updated with a tooltip that allows the user to redirect directly to the View Cases module, pre-filtered to show only the duplicate patient's open cases. This gives doctors immediate visibility into existing work before submitting a potentially redundant case. The feature is controlled by a new DisabledFeatures entry ("Duplicate Patient Name Check") in the portal installation properties, allowing labs to enable or disable it per their preference. When disabled, the Submit Case and Submit RX Case forms behave exactly as before with no duplicate checking.

 

Inquiries:

➢ The Patient Name is now displayed on the Messages > View Messages > Inquiries page in the Customer Portal. Previously, inquiry rows only showed the Call Number and Case Number, making it difficult for doctors managing multiple live inquiries to quickly identify the relevant one. With this update, the Patient Name appears alongside the existing identifiers in both the Inquiries list/grid view and the individual Inquiry Details page. If the inquiry is related to a case, the Case Number and Patient Name are both visible. When no Patient Name is available for a given inquiry, the page handles it gracefully without breaking layout. All existing behavior and backward compatibility are preserved.

 

Registration:

➢ A new installation property, ProspectRegisterRequiredCellPhone, has been added to the Customer Portal to allow labs to make the Cell/Mobile phone field mandatory during prospect registration. Previously, the Cell/Mobile and Fax fields were always optional on the registration form (the Office Phone field was already required). With this property enabled, the Cell field is visually marked as required on the Prospects registration page, and the form cannot be submitted without it. An appropriate validation error message is displayed if the field is left empty. When the property is disabled or not present, registration behavior remains unchanged. This gives labs granular control over ensuring critical contact information is collected at the point of registration.

 

Accounting:

➢ A new Management Console installation property, AutoPayBalance, has been added to the Customer Portal, allowing labs to define the default AutoPay balance type (e.g., Total Balance, Current Balance, Past Due 90) that is applied when a doctor first activates AutoPay. The Accounting Preferences UI in the portal also now displays the customer's current AutoPay balance type for visibility.

 

Alerts:

➢ A new Management Console installation property, AlertsExtraCustomerFields, has been added to the Customer Portal, giving labs granular control over which additional customer-related fields appear in portal notification emails (e.g., remake requests, case comments). The property supports multiple selections from four fields: Invoicing Lab, Territory, Technical Advisor, and Practice Doctor. By default, Practice Doctor is included, preserving the existing behavior, but labs can now add or remove any of these fields as needed. Additionally, patient last names displayed in alert notifications are now masked to the first initial for privacy (e.g., "Test Vu" → "Test V.").

 

My Files:

➢ Labs can now configure the default view mode for the "My Files" page in the Customer Portal. A new setting in Portal Settings allows choosing between the classic Folder View or the Grid View as the default when Doctors open My Files. If a Doctor has previously selected a preferred view, their personal preference is preserved. The new setting only applies when no prior preference exists. If the setting is not configured, the current default behavior remains unchanged.

 

Return Labels:

➢ Labs can now control the visibility and default behavior of the "Customer Is Paying For This Shipment" checkbox on the Return Labels page in the Customer Portal. A new property, ReturnLabel_CustomerIsPayingForThisShipment, has been added under the Pickups category with three options:

• User Selection (default) - The checkbox remains visible and Doctors can toggle it on or off. This preserves the existing behavior.

•True - The checkbox is hidden and the shipment is automatically treated as customer-paid (the practice address is used as the shipper).

•False - The checkbox is hidden and the shipment is automatically treated as lab-paid (the lab address is used as the shipper).

This setting applies globally per lab and only affects the current return label being generated. It is not cached between sessions.

 

LabConnex Portal 15.260527

 

Corrections:

➢ An issue was resolved where outsourced technicians were unable to edit or create new calls within LXP. When navigating to Case Communication or the Call List and attempting to save a new or existing call, the Save button was unresponsive. This affected multiple labs and has been corrected. Users can now create and save calls as expected without any workaround required.

 

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Version 16 Build June 2026 Release Notes

 

Change File Repository on Case Attachments:

➢ Added the ability to move case attachments between file repositories directly within DLCPM. A new "Move to repository…" option is now available via right-click in three locations: Customers Form, Case Finder, and Case Edit. Users can select multiple attachments at once and move them to a different repository in a single action. This eliminates the need for users to manually download and re-upload files into the correct repository, streamlining file management for labs that rely on automated file transfers (e.g., FTP exports to partner labs).

 

Report Enhancements:

➢ Cases by Operator (Detail) Report – Expanded Action Type Parameter

-Added new parameter options to the "Action Type" drop-down in the Cases by Operator (Detail) report. Users can now filter by "Accept Remote Case," "Case Entry," or "Case Entry and Accept Remote Case" in addition to the existing options.

➢Hold Cases Reports – New Filter Parameters

-Added new filtering parameters to the Hold Cases by Hold Status and Hold Cases by Department reports. Users can now filter results by Date Type (Date In, Due Date, or Hold Date), specify a Start and End Date range, and filter by Invoicing Lab. The reports also display a grand total of unique cases. These new parameters give labs greater flexibility when reviewing on-hold case data.

➢Audit Trail By User Export – New Case Number Column

-The Audit Trail By User Export report now includes a Case Number column. When a case-related table is selected, the export will display the associated case number, making it easier to trace audit activity back to specific cases.

 

Corrections:

➢ Resolved an issue where the Case Finder module experienced significant slowness, approximately 20 seconds of unresponsiveness, when reloading data after scanning attachments or navigating between cases. DLCPM Enterprise’s runtime has been updated (to version 499) to optimize how threads handle grid data, resulting in noticeably faster Case Finder performance.

➢Fixed an issue where certain credit card transaction amounts sent to Strictly Zero were off by one penny, showing 1 cent less than the actual transaction amount in DLCPM. This rounding discrepancy did not affect all transactions, but those impacted were consistently off by exactly one penny. Transaction amounts now match correctly between DLCPM and Strictly Zero.

➢Fixed a typo in Customer Portal email alerts where the sender line incorrectly read "In behalf of" instead of the proper "On behalf of." This correction applies to all Customer Portal alert emails, including notifications for case submissions, payments, order supplies, attachments, and other portal activities.

➢Fixed an issue where credit cards failed to tokenize through Strictly Zero due to invalid zip code errors. Cards with certain zip code formats were being rejected during the tokenization process, preventing labs from processing credit card payments. The issue has been resolved so that credit cards now tokenize successfully regardless of zip code format.

➢Fixed an issue where the Case Communication email feature stopped working after a recent system update. When attempting to send an email from a case, an error would appear and the email would not send. The system now correctly handles email templates in all scenarios: if custom email templates are available, a template picker will appear for selection; if no custom templates exist, the system falls back to the default lab email template; and if no templates are configured at all, a blank email will open for the user to compose.
 

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Version 16 Build May 2026 Release Notes

 

 

 

Batch Complete Calls:

➢ Added the ability to batch complete multiple calls at once - users can now multiselect calls and complete them all in a single action across Retention Calls, Collection Calls, Web Inquiry Calls, Call Management, Department Calls, Chairside Appointments, and My Calls.

 

 

Lab Settings:

➢ Repositioned and renamed the Default CustomerID field for Sirona to DS Core.

Please note that the DS Core integration is not yet available.

 

Customer Attachments:

➢ Added the ability for users to select and assign multiple customer attachments to a case at once - from both the Customer form and the Unassigned Case Attachments form - as well as delete multiple attachments in bulk, eliminating the need to process them one at a time.

 

Case Communications:

➢ Added a new email template picker to Case Communications that allows users to select from a dedicated Email Templates folder, preview the full email with all merge fields populated (including in the subject line), and edit the email body before sending - maintaining backward compatibility when no template is configured.

 

Click Here to find out more about the "Case Communication Selection" feature

 

Inventory Scan by Reference ID:

➢ Enhanced the Inventory Adjustment and Checkout screens to support scanning by Reference ID (RefID), allowing users to add inventory items without needing to manage lot numbers. If an item cannot be identified by lot number, the system now falls back to a RefID lookup, streamlining the workflow for labs that don't use lot-based inventory tracking.

 

QC Rating: Camera Capture Support:

➢ Added a "Capture" button to the QC Rating Tool that allows users to capture images directly from their camera and attach them to a case without leaving the QC Rating screen. Previously, image capture was only available from the case view.

 

Cases:

➢ Updated invoicing events so that the case’s Modified Date and Modified By gets updated from batch invoicing, right-click invoice, case invoice tab, and the web interface, enabling integrations like iCortica to reliably detect all case activity.

 

Load Schedule (LS) Dashboard:

➢ Changing assignments for the following day now correctly retains the selected schedule date instead of defaulting to the current date. This eliminates a multi-step workaround previously required to set future-day assignments.

➢ Improved the LS Dashboard and LS View to support full task assignment capabilities, including the ability to assign tasks directly from the unassigned tasks page for a quicker workflow.

 

Corrections:

➢ Advanced Export Report Jobs were failing with a "could not be bound" error when certain columns were included in the export template. The job processor was updated to correctly handle all column bindings, resolving the error.

➢ Cases were being locked when users performed a 'Save' action from the QC Rating (Outsourced Cases) module, preventing the case from being edited afterward. The underlying script was updated so that cases are no longer locked upon saving or invoicing through QC Rating.

➢ The RX Design module in Global Settings was crashing on load for labs with large preference trees.

➢ Fixed an issue where the Quick Report function would crash when Case Finder was pointed to an advanced query containing references to the Case’s Tasks. The function was updated to handle these references correctly, allowing reports to print normally.

➢ Generating the report Products > Active Products Never Used on In Less Than X Cases, may sometimes freeze the system. It has been optimized to generate faster without locking.

➢ The Sent To column in View → ePop History appeared blank after sending an ePop to another user. The column now correctly displays the recipient.

➢ The Stamp button in Case → Edit Case → Notes & Instructions failed to add content, often requiring four or five clicks before registering. The stamp now applies correctly on the first click.

 

Customer Portal 15.260429

Pickups:

➢ Added a new "DoNotPrintShippingLabel" property in the Customer Portal Management Console that allows admins to restrict customers from viewing or printing shipping labels when scheduling a carrier pickup - when enabled, the "Print Shipping Label" option is hidden from the Request Pickup confirmation and the "Print Label" column is hidden from the View Pickups grid.

 

Accounting:

➢ Updated the Payments & Credits view to include credit adjustments - previously filtered out by design - so users can now see credit adjustment entries (displayed as "Credit Adj.") on both the Customer and Billing Accounts pages.

 

Alerts:

➢ Enhanced the Customer Portal registration alert sent to labs to include additional fields - Doctor Name, Mobile, Email, Practice Name, and Date Submitted for new prospects, and Email and Office Phone for existing customers - providing labs with more complete information when a customer registers.

 

SubmitRX:

➢ Updated the Customer Portal's SubmitRx prescription form to allow users to select and copy text from Fixed Text fields (Label and Description) - previously, text in these fields was not selectable, preventing doctors from copying URLs placed there by labs.

 

Corrections:

➢ Fixed an issue where return labels generated through the Customer Portal were not displaying shipping charges in the Return Label Manager; the fulfillment and pickup workflows have been updated to correctly capture and save the shipping charge value.

 

LabConnex Portal 12.260504

Alerts:

➢ Updated the alert sent to labs (DLCPM) when new call notes are entered in LabConnex to include the specific call number the new notes are associated with, so users now see the Call Number in their notifications.

➢ Added a new "AlertUserAssignedToCall" property in LabConnex that automatically notifies the user assigned to a call when new notes are added, with built-in duplicate prevention to ensure only one notification is sent even if the user is also listed in the existing SubmitCallNotesAlertUserID or SubmitCallAlertUserID properties.

➢ Added two new LXP web properties ("CaseUpdateAlertUserID" and "CaseUpdateAlertMethod") that notify designated users or groups when a product quantity is updated or a new product is added to a case in LXP, allowing lab staff to reschedule if necessary.

 

Route Manager 15.260422

Corrections:

➢ Fixed an issue in Route Manager where the "Update Customer GEO Location" button was throwing a "GeolocationSensor" reference error on iOS devices - the logic was updated to use the driver's current geolocation (updated every 10 seconds by the app) instead of attempting to fetch current geolocation.

 

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Version 16 Build February 2026 Release Notes
We have updated the application version to V16 to ensure the system can continue receiving future updates correctly. The previous version numbering was preventing the application from properly recognizing new updates, so this change was made to resolve that issue. This update is a technical adjustment only and does not include new features or major changes to functionality.

Reports:

➢ The "Product Task List" report now supports a new parameter so you can choose how task durations are displayed:

•Decimal hours

•Minutes

•HH:MM format

This makes it easier to review and share time data in the format that best fits your work flow.

UPS Shipping:

➢Shipment handling has been updated for UPS so certain “Letter” shipments can be set with a weight of 0.

Requirements:

1.In Global Settings > Case Options > Shipping, the option Allow shipment weight to be 0 is enabled.

2.Carrier: UPS

3.Package Type: Letter

4.Service type is not one of the following (these do not support a zero shipment weight in this context):

oUPS Ground

oUPS 3 Day Select

When these conditions are met, we will defer to current UPS restrictions on other service types.

Load Schedule View:

➢ The Load Schedule View now includes a date filter on the Technicians tab so technician assignments can be reviewed for specific days, and the Task Assigned section now shows the Case Status for each task. This makes it easier to see which tasks are linked to invoiced or on‑hold cases while keeping the workload display clean and consistent across Technician, Equipment, and Team views.

 

Corrections:

➢Resolved an issue that prevented DLCPM from sending emails using the lab’s Office 365 OAuth 2 settings. Emails are now sending as expected.

➢Fixed an issue where technicians appeared fully booked on future dates even after completing those tasks early. The system now correctly frees up their capacity on the original day, allowing LSA to schedule follow‑up tasks as expected and preventing cases from getting stuck unassigned.

➢New cases did not correctly have customer preferences loaded by default.

➢Cases submitted from the DLCPM Mobile apps were not appearing in Case Finder when using the submitted cases or submitted cases with digital files queries.

➢Remake cases will no longer default to discontinued production labs.

➢In the Capture Image window, the “Allow Vendor to View in LabConnex Portal” checkbox at the bottom of the window now appears when the invoicing lab is different from the case’s production lab.

➢Load Schedule Assignment has been updated so tasks are now assigned correctly to technicians who have available capacity, and the “unassigned” view shows clear reasons when a task cannot be scheduled for a given technician or date. This helps ensure workloads better reflect each technician’s real availability and reduces confusion when reviewing unassigned tasks.

 

Customer Portal 15.260220

Corrections:

➢An issue that prevented customers from viewing STL files using the DLCPM STL Viewer has been resolved. Affected users can now open and review STL files as expected.

➢A problem where fulfillment requests were retaining an older shipping Lab of a customer instead of the current one has been fixed. New fulfillment requests now use and display the correct shipping lab.

 

 

Route Manager 15.260206

Corrections:

➢Driver routes were inefficiently being planned when using the Route Planning and Re-planning feature. This was due to an issue with how the Google API consumed Zip Codes. We have improved this process to provide efficient route for drivers, when the Route Planning options are activated.