Public Release Notes - Manage 11.12.0

Public Release Notes - Manage 11.12.0

About this release

April 7, 2026 - Manage 11.12.0

Manage 11.12.0 delivers a new global search experience, broader reporting functionality, and greater financial transparency. 

Key highlights include:
  1. Global Search (ALL)
    Search across the system from a single-entry point, with prefix-based results and direct navigation to records.

  2. S/N Handling and Invoicing Controls (ALL)
    Gain greater control over serial number management during sales and invoicing by configuring whether S/N entry is optional, restricted, or required before invoice creation.

  3. Credit Notes Report (ALL)
    Access a consolidated view of credit notes with linked financial and patient data.

  4. Inventory Overview Report (ALL)
    Exclude zero-quantity items from inventory reports to reduce data volume and improve performance.

  5. NHS Active Pathways Report (UK)
    Track active NHS patient pathways, identify delays, and flag potential referral issues.
Additional updates introduce expanded support for sale notes on DVA, Workover, and BPAY templates, with notes now automatically appearing on invoices, quotes, and credit notes. Enhancements also bring Dutch and Spanish support for AI-generated documentation, along with a new Date Range selector for easier report filtering.

1. WHAT'S NEW

APPLICATION HEADER
New AI-powered Global Search is now available in the application header, making it easy to find key records across the system without switching between modules.
AVAILABILITY:
Global Search is available on request and can be activated by Auditdata Support.

KEY BENEFITS
  1. Search across everything in one place
    Find Patients, Appointments, Invoices, and Serial Numbers from a single search bar.

  2. Go straight to what you need
    Open any record directly from the search results.

  3. Get smart, connected results
    View related records grouped together, such as a device and its invoice.

  4. Use minimal input
    Start seeing results after entering just three characters.

  5. See only relevant data
    Results are filtered automatically based on your role and location permissions.

  6. Access search instantly
    Use keyboard shortcuts to open (Ctrl + F) and close (Esc) the search bar.


WHAT YOU CAN SEARCH

Global Search covers a wide range of entities, including:

  • Leads & Patients
  • Appointments
  • Quotes and Trials
  • Invoices (including Fast Track), Delivery notes, and Credit notes
  • Serial numbers

You can search using:

  • Names
  • Document numbers
  • Serial numbers
  • Contact details
  • Other relevant identifiers

Results display key details such as name, date, status, and location, and provide direct access to the corresponding records.


HOW IT WORKS

Global Search allows records to be found by entering only the beginning of a value, such as a name, number, or identifier.
  1. To start searching, click  in the application header.
  2. In the search bar that appears, start typing letters or numbers.
  3. Results will appear automatically as you type. By default, results include all matching records across the system (All filter is applied).


  4. To narrow down the results, select one of the available filters (Patient, Sale, Product, Appointment) to view only specific types of records.



  5. Clicking on a search entry will open the corresponding record in its relevant module.


Alert
NOTE:
  1. Search results visibility and access depend on user role and location permissions.
  2. Certain records (such as deleted or cancelled appointments) are excluded from results where applicable.

ENVIRONMENT SETTINGS / PATIENTS

[ALL] New S/N Handling and Invoicing Controls

Environment settings > Finance settings > Sale related
Patients > Patient sale

A new set of S/N handling options is now available, giving you more control over how serial numbers are managed during sales and invoicing. You can now choose whether S/N entry is optional, restricted, or required before creating an invoice – allowing you to enforce stricter traceability where needed, while keeping non-serialized workflows unchanged.
  • Default
    S/N entry is optional for both quote and invoice creation (no change to current behavior).

  • Prohibit adding S/N before creating an invoice
    Updated wording for the existing option; functionality remains unchanged.

  • Require adding S/N before creating an invoice
    Ensures that invoices can only be created once all serialized items have S/Ns assigned to each unit sold. 



    If S/Ns are missing, the Invoice button is hidden.



    After the required S/Ns are added, the Invoice action becomes available.



REPORTS

[ALL] Credit Notes Report

Reports > Finance > Credit Notes Report

A new Credit Notes report in Manage offers filterable and auditable insight into the creation and settlement of credit notes. It links credit notes to related invoices, patients, and refund status, and can be exported to support financial workflows.


The report includes:
  1. Credit note's date and number
  2. Created by (user)
  3. Patient name and number ID
  4. Region and location information
  5. Linked invoice details (date, number, sale type)
  6. Payers associated with the sale
  7. Specialist information
  8. Product details (including serial number, quantity, unit price)
  9. Discount, tax, and total credited amount
  10. Credit note reason
  11. Action (Return to stock, Return to supplier, N/A)
Filters available:
  1. Date range
  2. Areas
  3. Regions
  4. Location 
  5. Credit note reason 
Notes
Location-based access is applied: users only see records for locations they are permitted to view.

[ALL] Inventory Overview Report

Reports > Inventory > Inventory Overview Report

A new parameter has been introduced to the stock report to allow inclusion or exclusion of records with zero quantities. This change addresses an issue where products associated with stock locations without actual inventory generated a large number of zero-value records, negatively impacting report size and performance. 



The enhancement improves flexibility while enabling reduction of unnecessary data in the report output.


[UK] NHS Active Pathways Report

Reports > NHS > NHS Active Pathways Report

The NHS Active Pathways report allows users to quickly identify patients who started an NHS flow (referral and appointments) but do not have a recorded closure date. It helps monitor ongoing cases, track patient progress, and highlight potential issues in the pathway.



The report includes:
  1. Region and location information
  2. Patient and referral details (patient ID, name, referral date)
  3. Assessment date and indication of “assessment only” product
  4. Fitting date and hearing aid details (left/right)
  5. Follow-up date
  6. On hold status, including:
    • On hold since
    • Off hold since
  7. Next scheduled appointment (date and reason)
  8. Problem pathway flag (based on defined conditions)
  9. Service type
Alert
Only open referrals are included (excluding Closed, Discharged, Cancelled, and Aftercare).

A referral may be flagged as a problem pathway if:

  • There is no upcoming appointment, and the referral is not "On Hold"
  • More than 10 days have passed since the follow-up appointment
  • More than 3 months have passed since referral start without an assessment

Only valid NHS-related activity is considered, including:

  • Assessment and follow-up appointments (excluding "cancelled" and "rescheduled")
  • Relevant invoices (hearing aids only, no credit notes or exchanges)
  • The earliest relevant appointments and invoices within the pathway

Filters available:
  1. Areas
  2. Regions
  3. Locations
  4. Assessment reason*
  5. Follow-up reason*
Info
The Assessment reason and Follow‑up reason parameters define the appointment reasons used to identify assessments and follow-ups. Both parameters are deselected by default and require explicit selection for each report generation.
NotesLocation-based access is applied: users only see records for locations they are permitted to view.

2. IMPROVEMENTS

PATIENTS

[AU] Notes on Invoice, Quote, and Credit Note Printouts (Workover, DVA, BPAY)

Patients > Patient sale

Support for sale notes has been expanded to additional printout templates, including DVA, Workover, and BPAY. Notes entered during a sale are now automatically included on all supported printed documents.

HOW IT WORKS
Enter any additional reference information in the Notes section during the sale process.


When a printout is generated, the note for the payer will be displayed on the corresponding document.

Alert
For DVA invoice printouts, only the notes for the patient payers are displayed.

[ALL] AI-Generated IMP: Smarter Language Support

Patients > Documents

AI-generated Individual Management Plan (IMP) documents now support native-language output for Dutch and Spanish sessions:
  • Sessions in Dutch produce IMPs in Dutch
  • Sessions in Spanish produce IMPs in Spanish

Info
For all other languages, IMPs continue to be generated in English by default.

This enhancement allows Dutch- and Spanish-speaking clinicians to receive documentation in their session language, while maintaining a consistent English fallback for all other cases.




[ALL] AI Journal Notes: Smarter Language Support

Patients > Journal

AI-generated Journal Notes now support native-language output for Dutch and Spanish sessions:

  • Sessions in Dutch produce Journal Notes in Dutch
  • Sessions in Spanish produce Journal Notes in Spanish

Info
All other languages continue to generate notes in English by default.

This update extends session‑language document support to Dutch and Spanish, with English remaining the default for all other scenarios.




REPORTS

[ALL] Date Range Selector for Improved Filtering

Reports

Separate Start Date and End Date filters have been replaced with a unified Date Range selector.

This change improves usability by enabling selection of a full period in a single interaction, making the applied range clearer and reducing the risk of invalid or inconsistent inputs. It also speeds up filtering through fewer clicks and support for predefined ranges (e.g., Today, Current Month, Last Month).


The update better aligns with common reporting scenarios that are based on time periods rather than individual dates.

3. TECHNICAL REQUIREMENTS UPDATE

3.1 Current System Requirements

Operating systems
Windows 10, Windows 11
Supported browsersChrome (latest version), Edge (latest version)
Language preferencesEnglish
Country layersUK, AU, US, NZ
Bridge versionBridge BE - 2.5.0 + 2.5.0
Engage version

1.3.3, 2.0.0

Zapier versionAuditData (4.2.4)
Screen resolution1920x1200
Internet connection speed10Mb/s

3.2 DWH Schema Changes

3.2.1 Added Tables
NOTE:
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 LAYERTABLECOLUMN NAME
AUDim_HspSaleDetailsState

HspId (key)
EnvironmentID
CurrentState
Info
LoadTime
DataLoadTimestamp

AU, NZ, UK, US
Dim_UserSpecialistLink  
CompanyID*
Login*
EnvironmentID*
SpecialistID
Info
LoadTime
DataLoadTimestamp

*Composite key



3.2.2 Updated Tables

COUNTRY LAYERTABLECHANGECOLUMN NAME

NZ

Fact_NzProductsAddedCreditNoteAction
UK
Fact_UkProducts
Added
CreditNoteAction
US
Fact_UsProducts  
Added
CreditNoteAction

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