New Features that have been Implemented
Referrer revenue
You can now run the Revenue Items Details reports and Group By 'Referrer' to show income derived from referrers. By default this will only use the referrer set on client Conditions. There is a Vendor Other Settings option called 'Referrer revenue, only use Condition referrer', which is set by default. If you uncheck that it will firstly use Condition referrer but if not set it will also check the referrer set on the client.
New feature on Appointment Service Charge Report
Appointment Service Charge Detail report now shows appointment duration column.
EULA agreement
If the user license agreement has changed, a pop-up form is displayed the first time you open GPM. You will be able to read or download the EULA document and accept it to continue opening the application, otherwise, you will not be able to continue using GPM.
Allow Creditors and Expenses to be excluded from Payment Batch
You can now specify on an Expense if it should be included when creating a payment batch. You can also set this as a default on a Creditor.
Setting on Expenses to prevent expenses paid by default
You can now specify on an Expense that puts it on hold and stops it from being paid by default.
Clinician option to not allow overlapping appointments
There are now settings on a Clinician's details that when activated will stop users being able to save overlapping appointments Client and/or In-Service Clinician appointments. You can configure it via Administration >> Clinicians >> Edit a Clinician >> ‘Other Settings’ tab >> Untick "Allow Overlapping of Client appointments?" and "Allow overlapping of clinician In Service Appointment".
“In Service” setting will be automatically set on the Clinician Appointment Type
You can now specify for a Clinician Appointment Type that when it is used on a Clinician Appointment, the "In service" setting will automatically be set and made not editable on Appointment. You can configure it via Administration >> Clinician Appt Types >> Edit it.
Setting on the Clinician Appointment Type to specify when the Appointment can be booked
On a Clinician Appointment Type, you can now specify if the respective appointment is only allowed to be added within a Clinician’s Appointment Schedule, fully outside a Clinician's Appointment Schedule, or anywhere. You can configure it via Administration >> Clinician Appt Types >> Edit and set " This Appointment Type can be booked".
Web Booking future date limit
You can now set web bookings to say how far in advance clients can book online appointments. You can configure it via Admin >> Web Configuration >> General Settings >> Set the Web Booking Future Limit Period.
Other features
Commission Batch Access for a User
You can now use a new access role that allows access to the Commission Batches form but only for Templates that the user belongs to. The Templates list will only show these and then the related creditor will be the only thing on the list. You can use it via Administration >> User Access Roles >> Tick “Owned Commissions Batches”
Formulas on Excel Report
You can now import the matching rows with formulas from excel when running the merge. The formulas entered into the Template will be now imported down to each row. You can import the matching rows to excel via Reports >> Template Merge >> Get Matching Rows >> Select Export Rows to Excel >> Run the Merge.
Clinician Capacity report exported to Excel
You now have the option to export the Clinician Capacity report to Excel.
Allow Adding Non Cash Expense Ledgers
On the Chart of Accounts, you can now add your own child non-cash expense ledgers.You can add it via Go to Accounting Form >> Select Chart of Accounts >> Add a Child Ledger.
Other improvements and fixes
- Prevent Appointments on the same date: A warning is now displayed when using the ‘Book Again’ function and an appointment already exists for the client on the same day. You can configure it via Administration >> Vendors >> Client & Appointment Settings tab >> Tick “Warn if a client has multiple appointments on the same day?”.
- Event Recurrence with inactive user: You will now be able to edit an Event Recurrence if the Action user is inactive.
- Find Client Searching: You will be able to search clients with the exact name.
- To Do List: The To Do list is now automatically updated when an event has been deleted.