New Features and Improvements
Ability to Search for Site Tabs on the Appointment Book (View Request)
You can now switch from the current site to another one by using Ctrl-G or via Options menu >> Select 'Go To Site' tab 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.
http://7759573.hs-sites.com/knowledge/how-to-search-sites-for-calendar-view-in-gpm
Budget Extension
Now you can specify if a Contract Budget has been extended. You can set this via Contracts >> All Contracts >> Create/Edit contract >> Click on Providers & Budgets tab >> Select a Budget Type >> Create/Edit Budget >> Check the 'Is this an Extension Budget?' box.
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, these uploaded forms will be stored as HTML data instead of a PDF in the Clients' Letters & Uploads tab. The Upload performance has been optimized to improve the user experience.
http://7759573.hs-sites.com/knowledge/save-an-hmtl-snapshot-when-completing-custom-forms
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 Accounting: Balance Sheet by Site report to get a detailed balance per Site.
New merge fields and export tags for Debtor letter templates
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 copy and paste the new merge fields <<DebtorNotes>> and <<DebtorBillingNotes>> to the Letter Template. 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.
New export tags for Client letter templates
New export tags are available for Clients when creating Letters and exporting to Excel or Word. You can now create the letter template via Administration >> Letter Templates >> Select the Template Type: Client >> Click on Word Example/Excel Example to view in order to copy and paste the new merge fields <<ClientDHBCode>> and <<ClientDHBName>> to the Letter Template. You can export the Client DHB Code and Client DHB Name 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 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 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
Clinic 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.
MFA (Multi-Factor Authentication)
Multi-Factor Authentication 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.
New Public API's EndPoints
The following resources are now available on the Public API:
- ACC32: GetACC32Requests
- Accounting: GetClinicianRevenue
- Admin Type: GetAdminTypeById, GetAllAdminTypes
- API Access Privileges: AddApiAccessPrivilegeToAccessRole, RevokeApiAccessPrivilegeToAccessRole, GetApiPrivilegesByAccessRoleId, GetAllApiAccessPrivileges
- Appointments: CreateClientAppointments, CancelAppointment, MoveAppointment, GetProviderCalendarEvents, GetProviderAppointmentGaps
- Clients: GetMatchingClients, UpdateClientDetails
- 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.
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.
Report Improvement: DNA / Cancellations report:
Now you can run the 'DNA / Cancellation' report for Site Groups.
Physio Appointments: Deactivation of Inactive Codes
Now the Physio appointments only show active codes when selecting a new charge - this only affects appointments for a clinical services contract or podiatrists with an Orthotics contract.
Other Fixes and Features
- You can now set a default revenue ledger for a Membership Type.
- 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 error that was causing client relationship email suggestions to show the wrong email address.
- 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
- Now the Event report's fields work with HTML tags.
- 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.
- Now you can filter the events using the due date from the events.
- Fixed the issue when mandatory radio buttons could be saved without the data being filled
- Fixed issue that was preventing edited sign off's on medical notes to display the information properly
- You can now restrict items by date when creating a new bank reconciliation
- 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
- A new merge field for Clinician Code <<Code>> has been added to the Template Type: Clinicians Letter Templates
- The text and checkboxes next to General Health and Medication fields in the General Health tab when viewing Medical Notes are now easier to read
- You can now add the duration and a priority label (low, normal or high) to a client on the Waiting List. This can be accessed via the top Clients menu >> View the Waiting List. It is ordered by priority high to low by default.
- The performance of loading system users from the administration menu has been improved for those organisations that have a high quantity of system users.