1. WHAT'S NEW

[NZ] Control Serial Number Entry on Sale

Environment settings > Finance settings > Sale related > S/N handling

The "Prohibit to add a product S/N when creating a sale" option is now available for users in New Zealand. This setting allows administrators to control whether serial numbers can be entered when creating a sale.

KEY BENEFITS

1. Flexible workflows
   Choose whether serial numbers must be added during quoting or only after invoice creation.
   
   
2. Fewer errors
   Prevent premature assignment of serial numbers when your process requires final confirmation at invoicing.
   
   
3. Administrative control 
   Only users with permission to edit Finance Settings can change this behavior.

1. If enabled: Users cannot enter serial numbers when creating a draft sale or quote, and the S/N field on the draft sale form remains inactive. Serial numbers can only be added after the invoice is created.
   
   
   

1. If disabled: Serial numbers can be added during sale creation. The S/N field on the draft sale form remains active.
   
   
   

1. ViewInventorySettings
   
2. EditInventorySettings
   

WHERE IT APPLIES

This setting affects how serial numbers are handled across key inventory activities, including:

1. Sales
2. Trials
3. Orders
   
4. Repairs
5. Transfers
   
6. Exchanges and replacements
   
7. Loss & Damage processes
   

WHERE IT DOES NOT APPLY

The setting does not apply to the following statuses. For these items, using the same serial number is always allowed:

1. Returned to Supplier
   
2. Removed
   

PATIENTS

[US] Products on Trial

Environment settings > Inventory settings > Trial settings / Trial cancellation reasons

Patients > Patient sale / Summary / Equipment

Trial management and reporting is now available for users in the US, allowing clinics to start and manage trial periods for serialized hearing aids during quote creation or at the point of sale. Users can select an eligible product, set the trial dates, and begin the trial – the system then updates the product status and creates a trial document.

1. Trial must be activated via Inventory Settings before the functionality becomes available.
   
   
   
   
   
2. “Prohibit to add a product S/N when creating a sale” must not be enabled. If activated, the trial functionality becomes unavailable, as serial numbers cannot be assigned during the sale process.
   
   
   
   

1. A trial can be initiated during a sale or after a quote is created.
   
2. You select an available serialized product for trial.
   
   
   
   
3. The system prompts for trial start and end dates, with default durations configurable in Inventory Settings.
4. The trial period can be adjusted if needed.
   
   
   
   

1. The product status changes to "On Trial".
   
2. A trial document is automatically created.
   
3. Users can edit the document later to change the end date.
   
   
   

1. If you want to complete a Trial and proceed with invoice generation, click the Invoice button. Before the trial is finalized through invoice creation, the system displays the following message:
   
   
   
   
2. Creating the invoice:
   
1. Automatically marks the trial as Completed.
   
2. Locks the trial document from further editing.
   
3. Changes the product status to "Delivered".
   
   
   
   

1. A cancellation reason.
   
2. A decision about what to do with the serial number (e.g., return to stock).
   
   
   
   

1. Both the product and trial document display a Cancelled status.
   
2. The associated sale cannot proceed unless other products remain on the sale.
   
   
   
   

If multiple templates are available, Manage will prompt you to choose which one to use before printing. Templates can be configured in Environment settings > Print settings > Printing templates.

The Default statuses dropdown list is configurable.

The list of available default statuses is sourced from the Appointment statuses tab.

1. The Cancelled (code: X) and Did not attend (code: D) statuses are excluded by default.
   
2. Any status with "Confirmation type required" enabled will not appear in the Default statuses dropdown.
   

1. Appointments created in Manage/via Public API
   
2. Appointments created via Online Booking
   

When an appointment is created in Scheduler, the configured default status is automatically applied. 

If you are using SMS appointment confirmation, please ensure your default appointment status is set to Booked so that SMS messages work correctly.

Appointment Reports now support two new insert fields — Speech audiogram and Speech legend — allowing Speech Graphs to be included in printed or exported reports whenever Speech data is available. These insert fields can be added to Report templates via Environment settings > Patient letters > Appointment report templates.

1. The graph and legend follow all configured country‑specific symbol rules, ensuring consistency with regional clinical standards.
   
2. The legend is context‑aware and displays only the symbols relevant to the Speech tests shown in the report.
   

[US] HI Trial Report

2. IMPROVEMENTS

SYSTEM

[ALL] Top‑Right Positioning of Pop‑Up Notifications

With this improvement, pop‑up notifications were moved from the bottom‑right to the top‑right corner, ensuring that buttons at the bottom of the screen remain fully visible.

1. Active colors remain fully available for selection across all product‑related workflows.
   
2. Inactive colors can be applied only to existing products that already use them; they are no longer available for new selections.
   

1. Can be marked inactive
   
2. Cannot be renamed
   
3. Cannot be deleted
   
   EXAMPLE: The color is in use, so its name cannot be changed.
   
   
   
   

1. Renamed
   
2. Marked inactive
   
3. Deleted
   

EXAMPLE: Editing a product color that has never been assigned
To change a product color name that has never been used, select the color and use the 3-dot (options) button to access EDIT/DELETE functionality. Choose Edit.



Change the name as required. Save.



The new color name will be displayed consistently across the system.

HOW IT WORKS

1. The preferred phone/email field appears with an asterisk (*) on the Patient/Lead form.
   
2. If the field is empty, the system prevents saving and shows a “Required field” message.
   
   
   
   
3. Preferred fields can be required independently or together with other contact (phone, email) fields.
   
4. The configuration applies after saving settings and reopening the Patient/Lead record.
   

When a Patient or Lead is created or updated through the Public API, the system checks required fields in the same way it does when someone enters the information in Manage — including the rules for preferred and additional contact details.

PATIENTS

[ALL] Improved Handling of Mandatory Contact Fields

Patients > Personal info

Managing contact information in Patient profiles has been improved to ensure clinics always capture the correct required details for whoever is marked as the primary contact. The system now automatically applies required‑field rules based on whether the Patient/Lead or the Additional Contact is selected as the primary contact. The “Use as primary contact” checkbox determines which set of fields must be completed, ensuring that only one person’s contact details are required at a time.

1. If the Additional Contact is not marked as primary, only the Patient’s/Lead's contact fields must be completed — even if Additional Contact fields are configured as mandatory in Patient settings.
   
2. If the Additional Contact is marked as primary, only the Additional Contact’s contact fields become required.
   
3. Only one primary contact can be selected, and switching between primary contacts updates required fields instantly without changing previously entered details.
   

1. Only one primary contact at a time:
   Selecting one primary contact automatically disables validation for the other.
   
   
2. Instant updates:
   Changing the primary contact immediately updates which fields are required.
   
   
3. Data is preserved:
   Any information already entered remains unchanged when switching between primary contacts.