New Features and Improvements
Accounting
The Xero export process has been made more efficient leading to a reduction in Xero transaction export times.
Items to Reconcile sorted by Site
You can now sort on the item site column via Accounting >> Banking >> Bank Reconciliation screen
Duplicate Miscellaneous Bank Transactions
You can now duplicate existing Miscellaneous Bank transactions via Accounting >> Banking >> Misc Bank Transaction >> Click on the + icon to duplicate
Auto-generate Tag numbers for Fixed Assets
You can now auto-generate Tag numbers for Fixed Assets. The Sequence can be configured via Administration >> Vendors
Cash Sales details when Reconciling
For Cash Sales, the other details text now shows on the bank reconciliation screen.
Debtor Statement Batches
A new option has been added to Statement Batches to only include Items that have been Invoiced.
Other Accounting Fixes and Improvements
- Resolved an issue with the Creditor Events Report
- You have now an option on a Creditor screen to never suggest QIF term matching
- When Editing a Recovery Plan, you can now create or edit the respective Email template directly from the Process Action
- Fixed the issue where the payments cannot be exported to Xero
- Fixed the issue when sending Invoices, the subject shows appointment details
- Custom Fields removed from Insurer Schedules that share the same Report Label will no longer cause an error when viewing the Invoice. Only 1 field with a shared Report Label will appear on an invoice.
- Xero payment exports now return a line error when trying to match a voided invoice in Xero. Xero does not allow payment or editing of voided invoices
- Claim numbers can now be displayed on emails when sent from Recovery Action Due.
- When duplicating an Invoice that was created from a Recurring Invoice, the Invoice Items will now be copied
- When exporting Reports to Excel the format will now export to XLSX rather than XLS
API
Commission ItemType and Id to Revenue API endpoint
You can now get the Commission ItemType and Id for the Revenue endpoint.
Client Appts Endpoint by updated Date
You can now make a successful call even if the "ByUpdatedDate" parameter is not provided.
Other API Fixes and Improvements
- Public API endpoints added - Return Deleted forms for Updated Client Appt Charges
Letters and Emails
Provider Phone and Email on SMS Client Appointment Template
You can now set the Provider Phone, Provider Mobile and Provider Email in SMS Templates for Appointment Reminder, Client Appointment and Telehealth Appointment Reminder.
Condition and Condition Exam Letters
Work Intensity and Goal Achieved tags have been added to Condition and Condition Exam Letter Template types for use in Letters and Template Merge.
Other Letter and Email Fixes and Improvements
- Resolved the issue when trying to create a Letter for a Client, where more than 1000 custom fields have been configured
- There is now an override setting on a User to allow them to access restricted notes, letters, and uploads. (contact the support team to enable this feature if required for any users)
Medicare/HICAPS
Hovering your mouse over the Medicare Verification button on a client's file, next to the IRN number, will now display the date of the last successful verification.
A fix has been applied to ensure that the current Provider Number at the time of appointment applies to receipts, as set up against the Provider's details screen. For HICAPS/TYRO purposes the current provider number at the date of payment is sent via the terminal.
Custom Forms
F4 option in Custom Exams
When creating an exam using the option to copy from a previous exam, data will now be copied into any 'custom fields' and 'form fields' within a custom template.
When viewing an exam, any 'custom fields' and 'form fields' within a custom template will now display the history when hitting the F4 button within the field (as exam 'system fields' currently do).
Other Custom Form Fixes and Improvements
- Fixed an error where Radio Button and Combo Box Custom fields caused an error when saving a Custom Form.
- Fixed the issue where a partially completed "Assessment" web custom form entry was not being linked to the Assessment correctly
- Resolved the issue of being able to delete Conditions if related Forms have been previously uploaded.
- Fixed the error that occurred when showing a Clinic Phone on Exam Type custom forms.
- Allow a Group Form to specify which forms should show, based on the Form Entry Type a user selects
Other Features and Fixes
- Moved confirmation checkboxes to the bottom of the SOTAP and SOAPER exams forms
- New fields have been added to a Provider(Clinician) to specify if they are a contractor, and a free text field for an External Reference. Both fields are available as Template export fields <<ProviderIsContractor>> <<ProviderExternalRef>>
- Fixed the issue send Healthlink Messages with attachments that have greater than 100 characters in the name of the file.
- Renamed the User Access role for the Condition Appointment Counts report from "Client Condition Appointments" to "Condition Appointments Counts" for consistency
- The Options Menu item "Only Show Current Site's Appointments" has been updated to "Hide Providers Not Working at this Site" to better describe the functionality.
- Cancellation and No show fees set at the Site can now be billed to third parties when set in Class Appointments if options allow billing of these fees to Third Parties
- On the Web Configuration screens for Clinicians, you can now export to Excel using the F7 key