Public Release Notes - Manage 10.8.0

Public Release Notes - Manage 10.8.0

About this release

March  10th, 2025 Manage 10.8.0

Get ready for Manage 10.8! This release brings a number of significant enhancements, focusing on scheduler settings, document management, and printing templates. Here are the key highlights:
  1. Appointment Confirmation Types: Streamline patient management and scheduling with customized confirmation types.
  2. Deletion Controls: Prevent accidental data loss by marking in-use items as inactive.
  3. Template Updates: Enhance clarity and compliance with revised templates.
  4. Public API Enhancements: Streamline task management with new GET request capabilities.

1. WHAT'S NEW

ENVIRONMENT SETTINGS

Appointment Confirmation Types

Environment settings > Scheduler settings > Confirmation types

Now, administrators can efficiently manage appointment confirmations using customized Appointment Confirmation Types. This feature streamlines patient management and scheduling by allowing administrators to assign confirmation types to appointments, create, update, and delete/deactivate existing confirmation types. It also offers deeper insights into appointment trends and management efficiency, such as:
  1. Reducing no-shows and cancellations: Identifying the most effective confirmation methods, like SMS, to minimize no-shows.
  2. Optimizing appointment availability: Streamlining communication based on preferred confirmation methods to improve scheduling.
HOW IT WORKS
  1. Navigate to SCHEDULER SETTINGS > CONFIRMATION TYPES.
  2. Create a list of relevant confirmation types.



  3. On the APPOINTMENT STATUSES tab, specify which statuses will require appointment confirmation.



  4. Go to SCHEDULER and create an appointment.
  5. For appointments with statuses that require it, specify the corresponding confirmation type.


  6. Once an appointment confirmation type is assigned to an appointment, it cannot be deleted, only set to inactive. This is done to ensure data integrity and maintain accurate historical records of appointment confirmations. 

2.IMPROVEMENTS

ENVIRONMENT SETTINGS

Deletion Control for Document Categories, Tags, and Types

Environment settings > Document management > Document categories
Environment settings > Document management > Document tags
Environment settings > Document management > Document types

To ensure system consistency and prevent accidental data loss, validation controls have been introduced to block the deletion of Document Categories, Types, and Tags that are currently in use (i.e., if a document associated with this category, type, or tag is linked on the DOCUMENTS TAB in the Patient's profile). When an attempt is made to delete these items, an error message will be displayed.

Instead of deletion, these items can be marked as inactive if necessary. 


[UK] Deletion Control for GPs and Practices

Environment settings > NHS Configuration > General practitioners
Environment settings >NHS Configuration > Practices

Validation controls have been added to prevent the deletion of General Practitioners and Practices that are in use (i.e., specified in the patient's profile, on the PERSONAL INFO tab). The corresponding error messages are displayed if an attempt is made to delete these items. If necessary, General Practitioners and Practices can be made inactive instead. 

These changes ensure system consistency and prevent accidental data loss, thereby maintaining smooth and reliable operations.


[AU] Revised HSP Device Quote [Basic] Template

Environment Settings> Print Settings > Printing Templates > HSP Device Quote [Basic]

To enhance clarity and compliance, essential wording regarding the Australian Government's involvement in subsidizing program maintenance agreements has been added to the HSP Device Quote [Basic] Template. This update ensures that clients are accurately informed about co-payment requirements and potential additional costs.

[AU] Updated HSP Tax Invoice And Claim Template

Environment Settings> Print Settings > Printing Templates > HSP Tax Invoice And Claim [Basic]

We have implemented the new format provided by HSP for the Tax Invoice and Claim template. This update ensures compliance with the latest HSP guidelines and offers an improved template experience for our users.

3. PUBLIC API


For details, we recommend checking our Swagger API specifications. This resource provides a comprehensive overview of our public API, including endpoints, request parameters, and response formats. 



HOW TO USE
Select the version to see the available endpoints and gain a deeper understanding of our API's capabilities.

TASKS

Get - Obtain the List of Tasks Сreated in the Last X Hours [v1] 

To streamline task management and monitoring, GET requests can now be used to obtain a list of tasks created within a defined timeframe (in hours) through the Manage Public API. The information includes such key details as:

  1. Task ID 
  2. Task Name
  3. Priority
  4. Due Date
  5. User ID

4. TECHNICAL REQUIREMENTS UPDATE

4.1 Current System Requirements

Operating systems
Windows 10, Windows 11, macOS
Supported browsers
Chrome (latest version), Edge (latest version)
Language preferences
English
Country layers
UK, AU, US
Bridge version
Bridge BE - 2.3.2 + Client 2.3.2
Listo version

2.0.0

Zapier version
AuditData (4.2.4)
Screen resolution
1920x1200
Internet connection speed
10Mb/s

4.2. DWH Schema Changes

 4.2.1 Added Tables
Info
The Data Warehouse (DWH) structure is uniform across all country layers. However, for operational convenience, each country layer can only access data relevant to them, with data access being managed at the customer level.
COUNTRY LAYER
TABLE
COLUMN NAME
AU, UK, US 
Fact_BookedAppointments

BookedAppointmentId (KEY)
EnvironmentID 
AppointmentId
TimeSlotId
CancellationRequestDate
CreatedDate
LastUpdatedDate
UBRN
Info
LoadTime
DataLoadTimestamp


4.2.2 Updated Tables

TABLECHANGE TYPECOLUMN NAME
Fact_UsClaimDiagnosesAdded

ReferringProviderQualifierId
ReferringProviderFirstName
ReferringProviderLastName
ReferringProviderQualifierCode

Renamed
ReferringProviderName -> ReferringProviderMiddleName
Fact_UsClaimInsuranceDetails
Added
ReservedForNuccUse2 AccidentClaimCodes AccidentDate
OtherClaimQualifier OtherInsuredFirstName OtherInsuredLastName OtherInsuredMiddleName 

Renamed
OtherInsuredName -> ReservedForNuccUse1

Modified
InsuredMiddleName InsuredFirstName
InsuredLastName
Dim_SpecialistLocationLink
Removed
NPI
Fact_RepairOrders
Removed
InvoiceNumber

Modified
CreatedDate
EndDate
Dim_PriceBook
Renamed
CreatedOn datetime2 -> CreationDate datetimeoffset

ModifiedOn datetime2 -> ChangeDate datetimeoffset
Dim_PriceBookProduct
Renamed
CreatedOn datetime2 -> CreationDate datetimeoffset

ModifiedOn datetime2 -> ChangeDate datetimeoffset
Dim_Tax
Renamed
CreatedOn datetime2 -> CreationDate datetimeoffset

ModifiedOn datetime2 -> ChangeDate datetimeoffset
Fact_UsClaimServiceDetails: 
Added
BillingProvider_OtherIdQualifierCode
BillingProvider_OtherIdQualifierId
ServiceFacility_OtherIdQualifierCode
ServiceFacility_OtherIdQualifierId
SignatureSpecialistId
SignatureSpecialistName
SignatureType

Removed
IsSigned


5. SOLVED ISSUES

PATIENTS

Irrelevant Options When Adding External Devices

Patients > Equipment
  1. An issue where irrelevant options for battery types and colors appeared when adding external devices has been resolved. The implementation has been updated to ensure that only relevant choices from the product catalog are displayed in the dropdown menus, streamlining the equipment management process.

[AU] Error Viewing Stock Details for External Devices

Patients > Equipment
  1. The issue where clicking 'View stock details' for an external hearing aid on the Patient's EQUIPMENT tab resulted in an error message, "Stock Product Item cannot be found," has been resolved. Since these external devices are brought in by users and not tracked in Manage, the VIEW STOCK DETAILS option for such devices has been removed to avoid confusion.

[AU] Incorrect Date for Rescheduled Appointments in Patient Sale

Patients > Patient sale 

  1. The issue where the rescheduled appointment date in a Patient Sale would initially display incorrectly and then change to the correct date upon reopening the sale multiple times has been resolved. This fix ensures that the appointment date now remains accurate and consistent with the rescheduled date, even after accessing the patient sale multiple times.

[AU] Error When Canceling Trial for Custom Order

Patients > Patient sale
  1. A fix has been implemented for the issue where canceling a trial for custom-ordered products did not correctly update the inventory status. Previously, the status remained unchanged from “Reserved by Order” to “OnTrial” or to “Returned to Supplier” or “Available” upon cancellation.

[AU] "0" Co-Payment Amount on HSP Maintenance Agreement

Patients > Patient sale > Invoices section > Print invoice
  1. The issue where the HSP Maintenance Agreement showed a co-payment amount of 0, despite a specific sum being registered and an expected balance due, has been resolved. The correct co-payment amount now accurately appears on the HSP Maintenance Agreement when printing.

[AU] Incorrect Date Format in Trial Document Printout

Patients > Patient sale > Trials section > Print trial

  1. The issue where the trial document displayed dates in the incorrect format has been fixed. This update ensures that the date display now follows the Company settings, so the chosen date format will be correctly reflected on all printouts.
SCHEDULER

Appointment Slots Hidden by Appointment Reasons Pop-up

Scheduler 
  1. The issue of appointment slots being obscured by the Appointment Reasons pop-up has been resolved. When multiple appointment reasons were assigned to a specialist, it made selecting free slots difficult, mainly on the last or second-to-last day/column in the Scheduler. Now, slots are always visible as expected.
FINANCE

[AU] Unclear Error Message for Duplicate HSP Claims

Finance > HSP > Claims

  1. An unclear error message, "Import error occurred," that appeared when attempting to import the same HSP claim twice (with the same Batch ID) has been replaced with a more precise message. The new error message now clearly indicates that the claim with the specific Batch ID has already been imported.
INVENTORY

[AU] Duplicate Stock Item Returns

Inventory > Stock management
  1. The issue where a stock item with the same serial number could be returned to supplier twice, first via stock and then via a patient sale, has been fixed. It is no longer possible to return a stock item with the same serial number more than once, ensuring accurate stock management.
PUBLIC API

Hearing Aid Types Endpoint Issue

  1. The problem where the Hearing Aid Types endpoint was returning an empty list has been resolved. Now, when a request is made to the endpoint to retrieve data, the available hearing aid types are correctly displayed, ensuring reliable access to the information needed.

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