New Features and Improvements
Report Improvement: DNA / Cancellations report:
Now you can run the 'DNA / Cancellation' report for Site Groups.
Email Templates: Include Calendar Event Attachment to Emails:
Now you can add client events as attachments to your Email Templates of type 'Client Appointment'. You can do via Administration >> Email Templates >> Click on 'New Email Template' >> Select 'Client Appointment as the template type. >> Tick 'Include a Calendar event attachment to this emails'.
Smart Forms: Mandatory Fields
Now, when a field specified as mandatory is not filled out and the form is attempted to be saved, an error window will be displayed indicating the mandatory field that must be filled out in order to save. You can set mandatory fields on Custom Forms via Administration >> Custom Forms >> Create or Edit a form. >> Click on the field you want to modify. >> Set the option 'MandatoryOnComplete' as 'True'.
API Configuration Interface
Now users have a unique place to find all needed configurations to start using the new public API via Administration >> API Configuration.
Goals in Letters
You can now create letters with the last 8 goals added in Medical Notes.
Default email for sharing Custom Forms or Group Forms via links
Now, when sharing a Form or Group Entry link by email, the default "From" email is the current user's email. You can set up a System User email via 'Administration' >> 'System Users' >> Edit a System User. >> 'Email Settings' >> Set the email address.
Bulk Processing of Email Events Due
Now it is possible to process invoice email recovery actions in bulk. You can do it via 'Accounting Form' >> 'Money In' >> Recovery Actions Due >>Select the email recovery actions you want to process >> Click on 'Send Emails'.
Dynamic Field shortcuts allow multiline
Now it is possible to add single-line and multi-lines shortcuts to text box custom and form fields. You can do it via 'Administration' >> 'Custom Forms' >> Click 'New Form' >> Right-click on 'Main Panel' >> Click on 'Add a Field' >> Select a Form Field or a Custom Field of Text Box type >> Add single-line or multi-line shortcuts >> Set 'True' in the 'Multiline' properties of the field.
Update Service Charge prices of existing appointments
Now you can update the Service Charges prices of existing appointments. You can do it via 'Administration' >> 'Service Charges' >> Edit the Service Charge you want to update. >> Click on 'Appy Service Charge Changes' >> Click on 'Get Items to Process' >> Select the service charges items to update. >> Click on 'Process Now'.
QR Codes to open Custom Forms
The options for sharing a Form Entry now include a QR code. You can generate the Form Entry QR code for a client via Edit the client. >> Go to the 'Full History' tab. >> Click on 'Form Entry'. >> Select the form you want to share with the client. >> Click on 'Share Link'. >> Click on the QR button.
Client Phone and Mobile to Email templates
You can now include Phone and Mobile number in Email Templates. You can add them via Administration>> Email Templates >> New Email Template >> Select the template Type as Client >> Select Phone and Mobile numbers
Validate Stripe Payment Method
You can now validate your Web Payment Methods credentials via Administration >> Vendors >> Edit your vendor >> On Vendor Details, on the Web Payment Methods section, click on the Validate button to confirm that they are correct.
Medicare DVA Merge Fields
You can now create letter templates using the following Medicare and DVA Merge Fields: «MedicareNumber» «MedicareIRN» «MedicareEntitlementNumber» «DvaNumber» «DvaWhiteFlag» «VendorName». You can get the Word and Excel Example via Administration >> Letter Templates >> Select the Template Type: Client/ Condition/ Condition Exam / Vendor >> Click on Word Example/ Excel Example.
Restrict Users Email from
Now you can specify on a system user exactly which email addresses that user can send from. When creating any email in the system the user should only be able to choose email addresses they have been set up with.
Internal Reference Numbers for Booking Portal Clients
Now Internal Reference numbers for clients created through the Online Clinical Portal have generated automatically and populated in the client details. You can enable this via 'Administration' >> 'Vendors'/'Companies'. >> Edit the Vendor/Company. >> Go to the 'Other Settings' tab. >> Tick 'Use Internal Client References?'. >>Tick 'Auto-populate Internal References for New Debtors and Clients'. >> Click on 'Save'.
Fixed Asset Improvements
On the Fixed Asset screen a new radio button allows restriction by Site and shows in the new Site column.
The new green plus icon 'Duplicate this Asset' allows duplication of the asset
The Process Depreciation button uses the Asset's site for depreciation
On the Fixed Asset Schedule Report the box 'Export to Excel?' allows exporting to Excel and includes the new Site Name column
Client Next Appt tags on Custom Form email templates
Add appointment tags (like on an appointment email) for custom form email templates, based on the client's next appointment, if the form entry is related to a client
Send bulk remittance advice
On the Accounting>>Money Out>>Payments Made screen users can select multiple payments and email remittances in bulk to Creditors via the new Send Remittances button. The Email Template to be used will be the new "Creditor Payment" template.
Imported or duplicated Custom Forms use the original 'Save Form on Completion' setting
When creating a new custom form, the option to save a copy of the filled-in form as an uploaded file if it is emailed to the client will be turned on by default.
Other Fixes and Features
- Fixed the issue where emails were not correctly sent (View Request)
- Fixed the issue where the Email from the drop-down was changed accidentally when the user scroll wheel in the mouse
- You can now view the "Clinician Revenue Paid Report - Detailed" filtered by Payment Type
- Fixed the issue when mandatory radio buttons could be saved without the data filled.
- The performance of loading system users from the administration menu has been improved for those organisations that have a high quantity of system users.
- Fixed the issue when amending the total on a reassigned invoice the amount would be posted to the Original Debtor rather than the new debtor.
- The issue where email attachments that contain brackets in the filename were sometimes sent without the file extension has now been fixed.
- Fixed bug which did not allow the web preview of Custom Forms when including a Body Diagram Field.
- Fixed bug which did not display the Form Entry Custom Fields in the Custom Forms report.
- Fixed bug which keeps the 'API Configuration' option available in the Administration menu even when the 'Enable API Secret Key generation' is deactivated. You can deactivate this option via 'Administration' >> 'Vendors' >> Edit your Vendor >> Click on the 'Support' tab >> Untick the 'Enable API Secret Key generation' checkbox.
- Fixed the issue where when using Exam system fields on custom forms, you could enter more characters than the field allowed, causing an error when trying to save the information.
- You can now drill into Accounting transaction items that are linked to Contracts.
- Fixed bug affecting the 'Book Again' functionality when a Membership has a fixed number of appointments allowed.