New Features and Improvements
MFA (Multi-Factor Authentication)
Multi-Factor Authentication as an additional security measure for each user is now available. You can enable MFA for system users so that both Windows and web logins can make use of this extra authentication step. MFA is highly recommended for all users that have access to sensitive information. We highly recommend enabling this extra protection for all Gensolve logins.
Ability to Search for Site Tabs on the Appointment Book (View Request)
You can now jump from the current site to another site by using Ctrl-G or via Options menu >> Select 'Go to Site' to view the list of available sites alphabetically. You can also start typing to narrow down the selection. Then simply select the site from the list to view the appointment book for that site.
Smart Forms Uploads
Now, you can choose whether to upload completed client Smart Forms or not through Administration >> Custom Forms >> Edit the form in question >> Tick/Untick the "Upload Web Screenshot". When the box is ticked, smart forms will be stored as HTML instead of PDF in the Clients' Letters & Uploads tab. This makes it easier to view smart forms that are entered on mobile devices.
Mandatory Cancellation and No Show reasons
Now, you can make the appointment's Cancellation and No Show reasons mandatory via Administration >> Vendors >> Edit your vendor >> Client & Appointment Settings >> Check both the "Cancellation Reason is Mandatory?" and " No Show Reason is Mandatory?" checkboxes.
Fixed Assets Improvements
You can now view an invoice report when selling a fixed Asset to a Debtor by selecting the new View Debtor Invoice button which shows when adding the Sale details to the Fixed Asset item.
Also, you can now add any final depreciation entries to an Asset that has been set as Sold by selecting OK when the message pops up to warn that it has been sold.
Show Item Sites on Bank Reconciliation
Now when doing bank reconciliation, by using the "Show the Item Site?" checkbox, the new Item Site column will display the site for each item.
New report: Balance Sheet by Site
You can now run the Balance Sheet by Site report to get a detailed balance per Site.
New export tags for Debtor letter template
New export tags are available for Debtors when creating Letters and exporting to Excel or Word. You can now create the letter template via Administration >> Letter Templates >> Select the Template Type: Debtors >> Click on Word Example/Excel Example to view in order to create a template with <<DebtorNotes>> and <<DebtorBillingNotes>> fields. You can export the Debtor Notes and Debtor Billing Notes to Excel or Word via Reports >> Template Merge >> Create a Personalised Document for each row.
Prepaid Expense Allocations
You can now specify that an Expense is a prepayment by selecting the new 'Is this a Prepaid Expense' box on the Expense which will be applied over future months. For example, Insurance may be paid upfront for the year but you want to allocate it over the 12 months. The expense can be allocated to an Asset ledger which is set via Admin>Vendors>edit>Default Prepayment Ledger (bottom right corner)>select ledger so that the allocation will move to the Expense ledger for each month of the specified period.
Telehealth Appointment Reminders
Classes on Appt Slip Report
You can now view all future appointments and classes on the same page for more than one site.
User Access Log Report
You can now use the new report User Access Log to get information regarding System Users' login activity and details such as IP address and the device they used.
Online Portal: Multiple schedules for clinicians sorted by availability
Now when you create multiple appointment schedule days (for multiple providers of the same type) for different sites on the Clinic Booking Portal, the clinicians will be sorted according to their availability.
Hicaps Declaration
The "Important Declaration" was updated to: I declare that the service/s shown on this claim have been provided to the person/s listed above, are not subject to Medicare reimbursement or any other form of compensation, and do not knowingly breach fund rules. I authorise the fund to pay benefit/s directly to the provider and to verify any aspect of this claim including through provision of treatment records.
New Public API's EndPoints
The following resources are now available on the public API:
- Accounting: GetClinicianRevenue
- Admin Type: GetAdminTypeById, GetAllAdminTypes
- API Access Privileges: AddApiAccessPrivilegeToAccessRole, RevokeApiAccessPrivilegeToAccessRole, GetApiPrivilegesByAccessRoleId, GetAllApiAccessPrivileges
- Appointments: CreateClientAppointments, CancelAppointment, MoveAppointment, GetProviderCalendarEvents, GetProviderAppointmentGaps
- Clients: GetMatchingClients, UpdateClientDetails, NewClients
- Clinicians: GetClinicianById, GetCliniciansBySiteId, GetClinicianCapacity, GetAllClinicians, GetAllClinicianTypes
- Conditions: GetConditionDischarges
- Contracts: GetConditionDischarges, GetContractTypes, GetContractTypeById, GetContractTypeChargeById, GetContractTypeCharges, GetContractDischarges, CreateContractCharge
- Documents and Uploads: GetUploadFilePresignedURL, GetFederatedCredentialsToUploadFileToS3, GetUploadFileTypes
- Sites: GetSiteById, GetAllSites
- SystemUsers: GetAllSystemUsers
- User Access Roles: GetAllAccessRolesByUserId, GetAllUserAccessRoles
Refer to the API's documentation for more information.
New API Tab on User Access Roles
You can now grant access to EndPoints in the Public API by adding them to a User Access Role which in turn needs to be associated with a system user so that that user can access those resources. You can do so via Administration >> User Access Roles >> Create/Edit a User Access Role >> Go to the new API Tab >> Select the EndPoints and the corresponding methods.
If you select "/*" for EndPoints, it means you are granting access to every endpoint in the API, likewise, if you select "*" on the Methods dropdown you would be granting access to every available method on the group of EndPoints selected.
Other Fixes and Features
- Fixed the issue where the Email from drop-down was changed accidentally when the user scroll wheel in the mouse.
- You can now set a default revenue ledger for a Membership Type.
- Fixed error that was causing client relationship email suggestions to show the wrong email address.
- You can now use the appointment selector to navigate to an appointment even if the clinician associated with the appointment is displayed in a subsite.
- Fixed the issue where Daily Takings could in some situations not include Payments made late in the day when using the "Include Payments Date To" restriction.
- Fixed the issue where overriding a Product sell price on an invoice was not updating the Line item description.
- Fixed the issue where an error was displayed, when running the Site Appointment Schedule Report.
- Fixed the issue that was preventing edited sign off's on medical notes from displaying the information properly.
- The Event area's View Report button now shows the event fields as HTML tags for documents designed to be displayed in a web browser e.g. consent forms.
- Fixed Specialist's List Of Values: Now, to improve the efficiency in load times.
- Now you can filter the events using the due date from the events.
- You can now Restrict Items To a specific date when creating a new bank reconciliation.
- Now the merge fields pass to the server, so it can ignore data it does not need to get when exporting from the Template Merge form.