Public Release Notes - Manage 10.0.0

Public Release Notes - Manage 10.0.0


About this release


July 3rd, 2024 Manage 10.0.0

The release of Manage version 10.0.0 introduces numerous innovative features and enhancements aimed at improving user experience and operational efficiency. Explore enhanced patient record management, optimized stock and order management, accurate calculations with Avalara AvaTax integration, and customizable options for Scheduler, Workflows, and Marketing. Benefit from increased flexibility with configurable parameters and boost sales with new integrated functions.


1. Key Feature Highlights

  1. Extended configuration options: Customize your experience with Manage with a number of new settings.
  2. Enhanced patient management: Handle eRS referrals with ease, comfortably access and navigate archived records, and enjoy seamless patient migration. 
  3. Revamped product sale functionality: Make the most of the new product sale flow, with the integrated ordering process, payment allocation flexibility, and smart invoicing.
  4. Fine-tuned financial gears: Elevate your financial management experience with improved accuracy and adherence to regulations while managing invoices and financial claims.
  5. Efficient inventory control: Improve your inventory management control by closely tracking stock items, utilizing partial delivery, and leveraging reservation options.
  6. Resolved Issues: We've tackled and resolved 17 key issues to ensure a smoother experience.

2. What's new?

Company settings

  1. When setting up a new company, the Registered Office field is left blank initially to allow greater flexibility when configuring the details.
  2. Currency can now be selected from the Localization settings, which enables users to make adjustments to their currency preferences as needed.


Environment settings 

We have  introduced a number of changes to Environment settings.

Scheduler settings
  1. New parameters for rescheduling appointments
  2. Configurable list of rescheduling reasons
  3. Customizable list of reason sources
  4. Appointment type/reason rules



Location settings [US-specific]

With the integration of Avalara AvaTax, location addresses are now validated to ensure accuracy and provide precise tax calculations.

Workflows

Users can now customize workflows by editing steps descriptions and titles displayed within the tooltip that appears on hover over an (i) icon.

Marketing management

Users can now configure Lead sources that appear as a dropdown list in the Leads/Patients modules.

Patient

eRS referrals:
You can now edit the GP on eRS referrals in the Open, On Hold, or Aftercare status. This functionality extends to eRS referrals that have been migrated from Sycle. Any errors in referrals can now be easily corrected.

Archiving/Unarchiving: 
Archiving and Unarchiving actions are now performed from the Patient or Lead Summary tab, where the archive/unarchive button has been conveniently relocated. You can view the Summary page for archived records directly from Patient/Lead list or an associated appointment.

Patient migration:
To avoid errors during data migration, archived records may contain several duplicate patients or leads sharing the same first name, last name, and date of birth. However, all active (unarchived) records must be unique.

Address Validation [US-specific]:
Integration with Avalara AvaTax ensures accurate tax calculations by validating patients’ addresses. The validation is mandatory for the patient’s billing address.

Patient sale: 
  1. The ordering process has been integrated into the Product Sale flow. The invoice system now retrieves a list of available serial numbers from the Inventory, including the Available and Reserved By Order statuses. Filtering ensures that Reserved By Order serial numbers are only shown to the patients who ordered the item(s).
  2. During the product sale process, the inventory system updates the statuses of serial numbers (SN) to support the Reservation flow.
[US-specific]
  1. Product sale functionality has been specifically designed to meet the needs and requirements of the US users. As a result, US clients can seamlessly create product sales and easily manage associated tasks, including adding quotes, invoices, delivery notes, and credit notes.
  2. Calculation adjustments (including Price-books, Discounts, and Taxes) have been integrated into the US Product sale functionality.
  3. After generating an invoice, users can allocate payment amounts for patients and third-party payers, ensuring accurate financial tracking.
  4. Rather than applying payments directly to sales documents like quotes or invoices, users have the flexibility to allocate payments to specific products. This approach ensures precise financial management and allows payments to be applied at various stages of a product sale, including quote deposits, invoice payments, and credit note refunds.




Scheduler

Time range auto-scrolling according to working hours has been implemented for faster scheduling. Now the system automatically adjusts the scrolling view to match the specialist's or location's schedule.

Finance

Invoice templates [US-specific]:
This feature enables users to generate a printable version of an invoice tailored for the US market. All necessary information is included in the invoice to meet business and legal requirements, providing a comprehensive and professional document for users in the US. 

Claims [US-specific]:
  1. It is now possible to create Claims specifically for the US. This process involves preparing Claim data, validating it, and printing the Claim form.
  2. A dedicated page within the customer environment has been developed, showcasing all created claims. Users can effortlessly manage, sort, and filter the list of claims.
  3. Users have the ability to manually update the status of Claims, transitioning them from Draft to either Approved or Rejected for processing purposes.
  4. Basic prefill and validation are now available for the information used in the US claim form.
  5. ICD-10-CM (International Classification of Diseases, Tenth Revision, Clinical Modification) and CPT (Current Procedural Terminology) codes have been integrated with invoicing. Specific ICD-10 and CPT codes can be assigned to appointments. These assigned codes play a crucial role in the claiming process, ensuring proper reimbursement and compliance with healthcare regulations.



Tax codes [US-specific]:
The  Avalara AvaTax integration enables users to calculate taxes for the US country layer. Having set up the Avalara configuration, users can assign Tax codes via Environment settings to achieve more precise calculations.

Inventory

Stock management

Users can now return an available serialized stock item to a supplier using the 'Return to supplier' option in the three dots menu.

Order management

Stock Keeping Unit (SKU) Implementation: 
Unique SKUs can now be assigned to products, streamlining order management. The SKU is displayed when an item is added to the order. You can import and export XLSX files with SKUs In Environment settings.

New Order Statuses: 
New, more transparent statuses for orders and items keep users informed about purchase progress. Order statuses are Draft, Submitted, Completed, and Cancelled. Order item statuses include Draft, In progress, Cancelled, Shipped, Delivered, Accepted, and Rejected.

New Order Item Fields: 
The order item fields were extended to include the Delivery number, Delivery date, Shipped date, and Note. These fields are editable and non-mandatory.

Partial Delivery: 
This new feature allows for split shipments and separate acceptance or rejection of order items. It is particularly useful when the entire order cannot be fulfilled or delivered at once. This functionality ensures flexibility in managing orders and improves the efficiency of the delivery process.

Invoice Reference Field:
An optional field for the Invoice Reference number has been added to order details. This field can be used upon accepting or completing an order item.

Patient Item Reservation [US-specific]:
Users can now reserve an item for a specific patient in their order. The reserved item will only be available for that patient and not for others in the Patient sale module. The new status 'Reserved by order' in Stock management indicates such items. Users can revert the item to the 'Available status'  by clicking 'Add to stock'.


3. Improvements

  1. UI Enhancements: Various user interface improvements were made to enhance user interaction and process efficiency. 
  2. Patient Information: Titles and suffixes are displayed with patient names in tasks and on the dashboard.
  3. Document Uploads: JPEG file format has been added to the list of supported formats.
  4. Document Uploads: The system is now case insensitive regarding file extensions for uploaded documents, allowing documents with uppercase file extensions (e.g., doc_name.PNG) to be uploaded.
  5. Printing Templates:  The new 'Duplicate' option in the three dots menu can now be used to create a copy of an existing template in Environment settings. This allows for the easy creation of multiple language versions of templates without the need to start from scratch.
  6. Stock Service Usability Improvement: For Service and Repair Service categories, Serialized and Controlled by stock attributes are automatically disabled for faster management.
  7. Order History: The order history has been enhanced to track changes accurately. Users can now see the exact time of each action, with detailed information available in the 'Latest change' column.
  8. Reports: Financial reports (‘All Sales’ and ‘Open Invoices’ ) have been extended with additional information contained within the following fields: Exempt Services and Taxable Goods. This information allows to see what part of the invoice was taxed.
  9. Reports: ‘All Sales’ report has been extended with an additional filter parameter. By applying the Specialist parameter as a filter, users can efficiently narrow down their search to relevant sale information, ensuring quick access to the data they need.

4. E-learning 

Begin your journey with a personalized demo session that paves the way for what's to come. Gain free access to our E-Learning courses, tailored to provide remote support or advanced training. Choose from a range of remote programs to suit your requirements, or opt for personalized in-person training for a unique experience that maximizes value. Expand your skills with our certification programs and discover opportunities to customize or transfer E-Learning modules, showcasing our dedication to your ongoing development.

Getting Started with Managehttps://www.auditdata.com/courses/manage/getting-started-with-auditdata-manage/
Company and Environment Settingshttps://www.auditdata.com/courses/manage/company-and-environment-settings/
Patient Managementhttps://www.auditdata.com/courses/manage/patient-management/
Appointment Schedulerhttps://www.auditdata.com/courses/manage/appointment-scheduler/
Noah in Managehttps://www.auditdata.com/courses/manage/noah-in-manage/
Billing and Financehttps://www.auditdata.com/courses/manage/billing-and-finance/
Inventory and Stock
https://www.auditdata.com/courses/manage/inventory-and-stock/
Notifications and Engagement
https://www.auditdata.com/courses/manage/notifications-and-engagement/
Documentation and audit trailhttps://www.auditdata.com/courses/manage/documentation-and-audit-trail/
Reportshttps://www.auditdata.com/courses/manage/reports/

5. Issues solved

  1. Environment settings: When adding Patient Letter Templates, users can select from all active document types available in the system.
  2. Environment settings: When adding Document Templates, inactive Document Types/Categories are no longer available for selection from the dropdown list.
  3. Environment settings: Same tax codes added to Finance settings can be used across different companies.
  1. Patients: When a survey is added to a patient, it no longer loses static text information.
  2. Patients: The issue related to sending a hearing aid for repair has been resolved. Users can now perform this action without encountering any problems.
  3. Patients: As per design, letters can now be added on Patient Documents tab without the ‘View Company Settings’ permission.
  4. Patients: Client personal information obtained during data conversion or import can now be edited when necessary.
  5. Patients: Manual change of price to '0' during a patient sale is no longer causing an error.
  6. Patients: After processing a credit note for a specific patient, users can create a second patient sale for the same patient and the same product without encountering an error related to adding the same hearing aid. The issue causing the “reservation failed” message has been resolved.
  7. Patients: Additional discounts can be removed from the Patient Sale without any issues when the product taking part in a sale is edited.
  8. Patients: When creating an HSP invoice during a Patient Sale, users can now link audiogram details in the HSP details section.
  9. Patients: The problem with products showing an inaccurate total value of 0 during a Fast Track Sale has been fixed.
  10. Patients: The issue with product duplication during a Patient Sale has been resolved. Now the product list shows correct payment amounts for duplicated items.
  1. Finance: On the tab 'Search patient sale', it is now possible to find quotes and invoices by their creation date.
  1. Inventory: The Stock Management issue, in which stock items could be transferred to inactive locations, has been resolved. Users can select only active locations for transferring stock as expected.
  1. Reports: Non-existing campaigns are no longer shown in reports as selected options.
  2. Reports: Patient duplication issue in the 'Patient and Lead information' report has been eliminated.

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