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.

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

4. SOLVED ISSUES

PATIENTS

[ALL] Completed Survey PDF Export Missing Key Information

Patients > Patient surveys
  1. An issue was resolved where exported survey PDFs contained only questions and selected answers, while key information such as client name, clinician, date of service, and voucher numbers was missing. Additionally, an unintended licensing message was displayed in the document. The export functionality has been corrected to include all entered survey data and to remove the external licensing message from the PDF output.

[AU] "Items That Can Only Be Claimed Once Per Patient" Warning Not Triggered for Each Service Separately

Patients > Patient sale
  1. An issue where the warning "Items that can only be claimed once per patient" was incorrectly triggered across grouped services, blocking invoice creation, has been fixed. The validation now applies to each service number separately, so a new eligible service is no longer blocked by a different service that can only be claimed once.

[US] Device Warranty Date Cannot Be Changed

Patients > Equipment
  1. An issue that caused an error when editing the warranty expiration date for devices with a missing Sale ID has been fixed. The system now correctly prevents editing for devices that are not eligible for manual changes, avoiding confusing error messages and providing more consistent behavior.

SCHEDULER

[AU] Appointments Cannot Be Canceled/Confirmed from Scheduler Pop‑up

Scheduler
  1. An issue where appointments could not be canceled or confirmed using the Scheduler pop‑up window has been fixed. The problem affected migrated appointments, while manually created appointments were not impacted. The Scheduler pop‑up now correctly saves status changes for both migrated and manually created appointments.

FINANCE

[AU] Patients Missing from Battery & Maintenance Page

Finance > HSP > Battery & Maintenance
  1. An issue where patients with valid HSP maintenance plans were not appearing on the Battery & Maintenance (B&M) page, preventing claim generation, has been resolved. This was caused by the system treating all “in progress” maintenance claims (e.g., Draft, Ready to Send, Sent) as blockers, regardless of age, including outdated claims (e.g., from 2023). The fix ensures that only claims created within the last 12 months are considered “in progress,” so older claims no longer block patients from appearing and new B&M claims can be generated.

[AU] HSP Claims: Service Date Prints One Day Earlier Than Recorded

Finance > HSP > Battery & Maintenance
  1. An issue was identified where the Service Date on generated documents could appear one day earlier than the recorded value due to time zone differences. Date handling in document generation was updated to use the original Service/Fitting Date from the appointment/item without applying time zone conversions. This ensures that the printed Service Date matches the stored value regardless of differences between user and location time zones. The same fix was also applied to DVA printouts.

[AU] 500 Server Error Triggered by Unsupported Sorting

Finance > HSP > Battery & Maintenance
  1. An issue has been fixed where using a sorting arrow control caused an error and blocked further filtering. This occurred because a sorting control was visible on the "Battery & Maintenance" page without full system support. The unsupported sorting control has now been removed, allowing filtering and navigation to work reliably without errors.

[AU] HSP Claim Status Not Updated After Response File Import

Finance > HSP > Claims
  1. An issue where HSP claim statuses remained "Sent" after importing a response file has been fixed. The problem was caused by formatting differences in status values, such as extra spaces or casing variations. Import validation has been updated to handle these variations, ensuring claim statuses are now updated correctly.

[AU] HSP Export: Location Selection Limited to 50 Locations
Finance > HSP > Claims

  • An issue was resolved where the location selector in the Export claims dialog was limited to 50 locations, preventing selection of additional locations beyond this limit. The filtering and export functionality have been updated to support the full set of locations, ensuring claims can be accurately filtered and exported for any location.

[AU] Cashbox History Printout Displays Incorrect End Date (+1 Day)

Finance > Cashbox > Cheques / Cash
  1. An issue was resolved where the Cashbox History printout showed the end date as one day later than the date selected by the user. This was caused by a date processing error during report generation. The date range displayed in the printout has been corrected to match the selected start and end dates.

INVENTORY

[All] Stock Take: Search Failures with Multiple Locations (Filter and Request Issues)

Inventory > Stock take
  1. Search issues have been resolved where results were not displayed when multiple or all locations were selected, and where filtering failed with a large number of locations. These issues were caused by the configuration of the location filter, which required a specific location to be selected, and by the use of GET requests that produced excessively long URLs. Search functionality has been improved to return results correctly across all selected locations, and the request method has been updated to POST to support larger payloads. Filtering behavior has also been improved so that:

    • If no location is selected, results for all locations are shown
    • If all locations are selected, results for all locations are shown
    • If one or more locations are selected, results are filtered accordingly

REPORTS

[ALL] Incomplete Patient ID in Patient and Lead Information Report

Reports > Operations > Patient & Lead Information report
  1. An issue where patient numbers were displayed without the configured country‑specific prefix in the "Patient and Lead Information" report has been fixed. The report now displays patient numbers using the same country prefix and format as shown on the patient record, ensuring consistent identification and preventing confusion when referencing patients across the system. The same fix was also applied to the "Date of Birth" report.
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