Public Release Notes - Manage 11.13.0

Public Release Notes - Manage 11.13.0

About this release

May 5, 2026 - Manage 11.13.0

Manage 11.13 brings greater flexibility in system setup, more advanced ordering and supplier integration capabilities, and enhancements to both clinical data handling and AI-driven workflows.

KEY HIGHLIGHTS:

  1. Configurable Patient Statuses (ALL)
     Tailor patient status values to match internal processes, with control over defaults, ordering, and visibility.

  2. Sonova Integration: Automated Ordering (ALL)
     Connect directly with supplier systems to streamline order placement, synchronization, and tracking.

  3. Unit of Measure and Order Conversions (ALL)
     Define purchasing formats and conversion logic to better align ordering with supplier packaging and stock management.

  4. Bulk SKU Import/Export (ALL)
     Handle product variant setup at scale by configuring and maintaining SKUs through structured bulk operations.

  5. Purchase Order Status Report (ALL)
     Access a centralized overview of Purchase Order progress, helping monitor timelines, performance, and exceptions.

SINGAPORE LOCALIZATION (SG):
 New Singapore-specific capabilities are now available to support local data requirements and regulatory needs across the platform, including:
  • Specialist Number Field (SG)
     Store and reuse a unique specialist identifier to meet local regulatory or payer requirements, and include it in appointment reports, patient letters, and financial printouts for compliant documentation and reporting.

  • Location GST Registration Number (SG)
     Assign GST identifiers at the location level to support compliance and ensure accurate financial documentation.

  • Localized Patient Address Format (SG)
     Enter and manage patient addresses using a structure aligned with Singapore requirements, making it easier to maintain accurate records and use address details consistently across documents and workflows.

This release also expands clinical insights with a consolidated Middle Ear diagnostics view and strengthens AI transcription workflows through improved reliability, recovery options, and a dedicated space for managing transcripts.


1. WHAT'S NEW

[ALL] Configurable Patient Statuses

Environment settings > Patient settings > Patient statuses

Users can now define and manage their own set of patient statuses in line with their organization’s terminology. Each status can be marked as active or inactive and can be set as the default for newly created patient records. These statuses are applied consistently across patient records and reports, supporting a more coherent and standardized overview of patient data.

HOW IT WORKS
A set of standard statuses is provided by default to support common workflows, and additional statuses can be added as needed.
InfoAll statuses can be edited or deleted except for the "Deceased" status, which can only be viewed.
  1. To add a status, click +PATIENT STATUS.
  2. To change the order of statuses, use the ORDER STATUS control.



  3. The order defined in Patient settings determines how statuses are displayed in the Patient profile.

MANAGING STATUSES

A default status can be assigned either during creation or in EDIT mode. The status marked as default will be automatically applied when a new patient is created.

  1. To make a newly created status default, select the respective option on the Patient status creation dialog.
    AlertOnly one status can be set as the default at any time. To change the default status, the default attribute must first be removed from the current one and then assigned to the new status.
    Info
    If a patient is created via Bridge, the system assigns the first status in the list that has the Patient active attribute (this may differ from the default status).



  2. To access edit mode, click the status entry or use the options button (three dots) that appears when you hover over a status entry in the list.



Info
Statuses can be deactivated when no longer needed. Deactivated statuses are removed from selection lists but remain visible in existing records and reports.

[ALL] Sonova Integration: Automated Ordering 

Environment settings > Inventory settings > Order integration
Inventory > Order management
Patients > Patient sale

A new integration with Sonova has been introduced to automate purchase order processing and improve inventory and ordering workflows. Manage now supports direct submission of approved purchase orders to Sonova’s e-commerce platform for Sonova wholesale brands, connecting seamlessly with supplier systems.

The integration ensures that required product information is included, validates orders before submission, handles errors, and keeps purchase order statuses synchronized between systems. It also enables downstream processing through system-triggered events (e.g., Business Central).

This reduces manual steps, improves order accuracy, and provides clearer visibility and control throughout the purchasing process.


CONFIGURATION

The integration is configured via Environment settings > Inventory settings > Order integration. 

To add the integration, click the +INTEGRATION button. In the dialog that appears, the required connection details must be provided:

  • User name
  • URL
  • Password

Info
The integration is disabled by default. To activate it, the integration must be edited via the options (three-dot) menu or by clicking on the selected integration entry, where it can be enabled and further configured. 


The setup is organized into the following tabs:

  1. Credentials, where the authorization credentials to the supplier system are stored
  2. Suppliers, where suppliers can be activated for ordering
  3. Locations, where locations can be included in or excluded from automated ordering
After the initial setup, a warning icon is displayed next to the Suppliers and Locations tabs until at least one supplier and one location are assigned.



All suppliers and locations that should be included in automated ordering via the Sonova integration must be active before orders can be processed.
  1. A supplier cannot be activated without an account code. To activate a supplier, open it in EDIT mode, enter the account code, and enable the Active toggle.
  2. A location cannot be activated without a location code. To activate a location, open it in EDIT mode, enter the location code, and enable the Active toggle.
To access EDIT mode, click the supplier or location in the list, or hover over it to open the options (three-dot) menu and click Edit.


Info
NOTE:
  1. Deactivating a supplier or location only affects this integration and does not impact other workflows in Manage.
  2. Orders from deactivated suppliers or locations will not be processed automatically through the Sonova integration.



Bulk management

Bulk updates are supported through import and export, allowing large sets of locations to be managed more efficiently.


AlertAccess to this configuration is controlled by user permissions: ViewOrderIntegration, EditOrderIntegration.

HOW IT WORKS

Once the integration is configured, Purchase Orders can be submitted directly from Manage to Sonova through the Sonova integration. This helps reduce manual order handling and keeps order statuses aligned between Manage and the supplier system.

Standard Products

For standard, non-custom products, the order is sent automatically when Submit is selected on the Purchase Order.

  • The user remains on the Purchase Order page and sees a confirmation message.



  • If the order is accepted, the Purchase Order is marked as Processing and then as Submitted in Manage.
  • The external supplier order ID is saved and shown in the External Order field.



  • Order status changes are recorded in the order history.



Custom and Non-Custom Orders

For custom products, or orders that include both custom and non-custom products, additional configuration may be required before the order can be completed.

  • The user is redirected to the supplier page to complete product details.


     
  • The order moves to Processing while the required details are being completed.
  • A Supplier Page button is shown (only for custom items) so the user can reopen the supplier page if the process is interrupted.
  • While the order is in Processing, key order details such as lines, quantities, and supplier cannot be edited.



  • Once the supplier confirms the order, the Purchase Order is updated to Submitted in Manage.


AlertCustom and non-custom products are not differentiated directly in Manage. Instead, the SKU determines whether a product is custom or non-custom. Based on this, the system triggers the appropriate action – either opening the supplier page for custom orders or proceeding without it when the order contains only non-custom products.
Manual Order Option

For cases, such as integration downtime, submission errors, or process changes, authorized users can process an order manually using the corresponding option. 

Info
If either the supplier or the location is not enabled for Sonova integration, the order will automatically be processed via the manual flow, and the "Manual order" checkbox will not be displayed.

  • When manual ordering is selected, the Sonova integration is skipped for that specific order.
  • The option is turned off by default, so the automated flow remains the standard process.


AlertThe Manual Order option is available only to users with the required permission: CreateManualHybrisOrders.
InfoError Handling

If the order cannot be submitted, the Purchase Order remains in its current state, and an error message is shown.

  • Submission can be retried after an error.
  • Retrying does not create duplicate orders.
  • If the integration is not available or not configured correctly, submission is stopped and the user is informed.
  • Error details and status changes are logged for traceability.
Shipment Updates & Tracking

After an order has been submitted, shipment updates are received automatically from external supplier systems and reflected in Manage. This keeps the Purchase Order up to date without requiring manual data entry.

Shipment updates can be received through the Sonova integration (via a secure public API), allowing external systems to send shipment information directly to Manage.

The integration supports different shipment types, including:

  • Shipments with or without serial numbers
  • Replacement items when originally ordered products are unavailable
  • Mixed shipments with shipped items, replacements, and serial number data
  • Orders that are shipped and later rejected

Received shipment updates can include:

  • Shipment and delivery details
  • Serial numbers
  • Replacement item information
  • Quantity and cost updates
  • Notes or invoice reference details
All updates are validated by the system to ensure data accuracy. If incorrect data is received, the update is rejected and an error is returned, ensuring that no partial or incorrect information is applied.

Purchase Order from Patient Sale

The process for creating a Purchase Order from the Patient Sale page follows the same logic as in Inventory and Order Management, including SKU setup and Sonova integration.

  1. If the location is not enabled for Sonova integration, the order is processed through the manual flow and marked as Submitted.
  2. For locations with Sonova integration enabled, the order is set to Processing and continues through the automated integration flow.

Across both entry points, the integration logic, permission requirements, and order status handling remain aligned, providing a consistent ordering experience regardless of where the Purchase Order is created.

[ALL] Unit of Measure and Order Conversions

Environment settings > Inventory settings > Unit of Measure
Inventory > Order management 
Inventory > Stock management 
Patients > Patient sale

A new Unit of Measure and Order Conversion capability has been introduced to standardize how products are purchased, stocked, and managed across Inventory workflows. This feature allows you to define purchasing units (such as cartons, packs, pairs, sets, or pieces) and assign conversion rates to ensure supplier ordering formats align with internal stock handling.

When placing and receiving orders, the system automatically converts supplier units into the correct inventory units, minimizing receiving errors, improving stock valuation accuracy, and reducing manual adjustments.


KEY BENEFITS
  • Consistency: Standardized Unit of Measure usage across all Inventory workflows
  • Accuracy: Precise ordering and stock calculations using conversion rates
  • Efficiency: Bulk management via Product Catalog import/export
  • Traceability: Full audit trail for all configuration changes


CONFIGURATION

Units of Measure are configured centrally under Environment settings > Inventory settings > Unit of Measure.

Administrators can manage the full lifecycle of Units of Measure:

  • Create and maintain Units of Measure (e.g., piece, pack, carton)
  • Assign Units of Measure to relevant product categories
  • Define supplier-specific codes for each Unit of Measure
  • Activate or deactivate Units of Measure to control availability
  • Delete Units of Measure that are not in use

Info
Only active Units of Measure assigned to a product category are available for selection in the Product Catalog. Deactivated Units of Measure remain linked to existing records until they are manually changed by the user, ensuring consistency in historical data.

Creating a Unit of Measure

To create a new Unit of Measure:

  1. Click + UNIT OF MEASURE
  2. Enter a Name
  3. Assign one or more Product Categories
  4. Click CREATE

The Unit of Measure becomes immediately available for the selected categories (if active).

Configuring Supplier Codes

Supplier-specific codes can optionally be defined after the Unit of Measure is created.

To assign a supplier code:
  1. Open the Unit of Measure in Edit mode. To do so, click the row or use the options (three-dot) menu > Edit.



  2. Navigate to the Code tab and locate the relevant supplier. Then open EDIT mode via row click or options (three-dot) menu



  3. Enter the supplier-specific code (e.g., CTN for carton)



  4. Click SAVE.

Info
Codes are configured per supplier, allowing different suppliers to use different identifiers for the same Unit of Measure.

HOW IT WORKS

In the Product Catalog, a new Purchasing Unit section is available on the Add/Edit Product page. It includes Unit of Measure and Conversion Rate fields alongside existing purchasing information. 

Alert
The Unit of Measure and Conversion Rate fields are available only for products that are marked as Controlled by Stock.


When configured:

  • Products are ordered using purchasing units (e.g., cartons, packs)
  • The system automatically converts quantities into stock units
  • Orders are processed using Conversion Rate × Ordered Quantity

    EXAMPLE:     If a product is configured with Carton (conversion rate: 60), ordering 2 cartons results in 120 individual items
     added to stock upon completion. 



    Bulk orders support multiple products with different or identical Units of Measure within a single order.



    Info
    When creating Purchase Orders, the system rounds up the order quantity to match the Unit of Measure’s conversion rate.

    For example, if a product is sold in bags of 25 and a sale requires 105 units, the order quantity is rounded up to 5 bags (125 units), since partial bags cannot be ordered. This ensures that orders comply with supplier packaging requirements and that the total stock accurately reflects the number of items received after rounding.

  1. Unit of Measure (UoM) code (alongside SKU, if applicable) is displayed on Purchase Order printouts.



[ALL] Bulk Import/Export Product SKUs 

Inventory > Product catalog

You can now manage Product SKUs in bulk directly from each product category, making it easier to set up and maintain product variants at scale. This enhancement speeds up catalog management for large product sets, supports bulk updates, and reduces manual effort when maintaining SKU data.

The workflow is split into two clear steps: configuring SKU attributes and generating or managing SKUs via import/export.



AlertAccess to SKU import/export is controlled by the ImportExportSKU permission.

1. Define SKU attributes in Product catalog

Use Import catalog and Export catalog (formerly Import/Export) to configure SKUs for products in bulk.
The catalog file now includes a new column:
  1. SKU attributes – specifies which attributes are used to generate SKUs (e.g., Color or BatteryType || ShellColor).
HOW IT WORKS
  1. Export the product catalog.
  2. Update the SKU attributes column to define which attribute combinations should be used.
  3. Import the file back to apply the SKU setup for products.
This step determines which attribute combinations will later be used to generate SKUs.

2. Bulk generate and manage SKUs by category

From Inventory > Product Catalog > Product category, open the three‑dot menu and choose:
  1. Export SKU – downloads a structured XLSX file
  2. Import SKU – applies bulk SKU updates
The exported file includes:
  1. All products in the selected category
  2. All valid attribute combinations based on the SKU setup
  3. Empty rows for missing combinations, allowing you to easily complete or adjust SKU data in one file
For successful import:
  1. Use the provided template and valid product IDs
  2. Keep attribute names and values consistent with the SKU setup
  3. Enter attribute combinations in the required format:
    Attribute::Value || Attribute::Value (e.g., Color::Beige || Side::Left)

After updating the file, import it back to create, update, or remove SKUs in bulk. The system validates the file structure, attribute values, and duplicates to ensure data consistency.

[ALL] Purchase Order Status Report

Reports > Inventory > Purchase Order Status report

A new "Purchase Order Status" report is now available in Manage. The report provides a consolidated view of all Purchase Orders, allowing users to review their current status, associated product details, and whether any issues are present. 

The report is designed to support day‑to‑day inventory and order management. Inventory receivers can use it to track all orders in one place, prioritize follow‑ups based on order status, and monitor vendor performance. Store owners can use the report to assess how long Purchase Orders take to be fulfilled, helping them identify bottlenecks in the ordering process, improve sales workflow efficiency, and set more accurate expectations for customers.



The report includes:
  1. Order # (Purchase Order number)
  2. Order date (Purchase Order creation date)
  3. Order type
  4. Supplier 
  5. Status (current order status)
  6. Region and location information
  7. Created by (user)
  8. Product (product name)
  9. SKU (ordered product SKU)
  10. Product status (processing, shipped, accepted, rejected, etc.)
  11. Shipped date
  12. Age, Days (number of days since the Purchase Order was submitted)
  13. Error message (for orders in Draft status)
InfoAge, Days parameter is calculated from the date a Purchase Order is submitted to the current date for open orders, and to the completion or cancellation date for closed orders.
Filters available:
  1. Date range
  2. Areas
  3. Regions
  4. Locations
  5. (Order) Status
Filtering is also possible in the exported Excel file.
Alert
Location-based access is applied: users only see records for locations they are permitted to view.

2. SINGAPORE LOCALIZATION

Singapore-specific updates are designed to ensure compliance with local regulatory requirements while improving usability and data consistency across the system.

These enhancements standardize key data formats – such as addresses, GST registration numbers, and specialist identifiers – so they can be reliably used across records, reporting, and patient-facing documents. They also improve document accuracy and localization, while enhancing day-to-day workflows through updates to UI, templates, and region-specific configurations.

[SG] Location GST Registration Number

Environment settings > Locations settings > Locations

A new GST Registration Number field has been introduced at the Location level in Location settings to support Singapore regulatory requirements.

With this update, a GST number can be configured per location, ensuring that the correct identifier is used across documents and operations. This is particularly relevant for organizations operating multiple clinics or entities with different GST registrations.

Info
GST Registration Number requirements:
  1. Letters, numbers, and special characters are accepted.
  2. The number value can be up to 10 characters long.


The GST Registration Number is displayed on the following printouts: quotes, tax invoices, trials, and credit notes.



[SG] Specialist Number Field

Environment settings > Scheduler settings
Environment settings > Patient letters > Appointment report templates
Environment settings > Patient letters > Patient letter templates
Patients > Appointments > Appointment report
Patients > Documents > Patient letter

A new optional Specialist Number field has been added to the Specialist profile to support market-specific regulatory and payer requirements. This field enables different regions to store a unique identifier required for local regulations, integrations, or reporting needs, without affecting existing workflows in regions where it is not needed.
Info
Up to 255 characters are accepted, and uniqueness per organization is enforced. 



This field can be used across appointment reports, patient letters, AI prompts, printout templates (quotes, tax invoices, credit notes, trial agreements).

EXAMPLE 1:
Appointment report within the patient profile.



EXAMPLE 2:
Patient letter template



EXAMPLE 3:
Tax Invoice printout


[SG] Patient Address Format Localized for Singapore

Patients > Summary
Patients > Personal info

Patient address fields and display have been localized to align with Singapore standards. The address structure has been adjusted to capture required components (Address 1, Address 2, City, Country, Postcode), with non-applicable fields removed. 



This ensures that address information is consistent, clearly presented, and suitable for local use in documentation and workflows.




3. IMPROVEMENTS

[ALL] Middle Ear Diagnostics: Tympanometry & Acoustic Reflex

Patients > Clinical data > Middle ear tab

The Patient Record (Clinical Data) has been extended with a dedicated Middle Ear tab that consolidates tympanometry and acoustic reflex data in one structured view. Combining both data types enhances visibility of middle ear diagnostics, improves clinical completeness, and reduces manual effort. 

HOW IT WORKS
  1. The Middle Ear tab is shown when tympanometry and/or acoustic reflex measurements are available for the clinical session.
  2. Visibility is controlled by existing Clinical Data permissions (ViewPatient, ViewClinicalData).
  3. Data for tympanometry and acoustic reflex is synchronized from external diagnostic systems (via Bridge integration) and displayed as read-only in Manage.


Tympanometry 
Tympanometry data is synchronized and displayed for the right and left ears in both table and graph formats. The view includes key middle ear parameters such as:
  1. Probe tone frequency
  2. Type of tympanogram (e.g., A, B, C)
  3. Peak pressure
  4. Ear canal volume
  5. Static admittance
  6. Peak height
  7. Tympanogram width
Tympanogram graphs are generated from the synchronized measurement data and are shown as read‑only.

Acoustic reflex 
Acoustic reflex data is displayed in a table format within the same tab, providing:
  1. Ipsilateral and contralateral results for both ears
  2. Supported test frequencies
  3. Threshold values (e.g., 85 dB, 90 dB) and status indicators (e.g., NR, DNT, CNT, CNS)
Reporting
Middle ear diagnostic data can also be included in appointment reports (via insert fields), improving the quality of information shared with ENT specialists. These reports can be generated from the Appointments tab in the Patient profile.



[ALL] AI Transcription Enhancements: Autosave, Recovery & AI Transcripts Tab

Patients > AI transcripts

A set of improvements has been introduced to AI speech-to-text workflows in Manage, enhancing reliability, reducing the risk of data loss, improving workflow continuity, and providing better visibility and control over AI-generated transcripts.

AI Transcripts Tab

A dedicated AI transcripts tab has been added to the Patient profile, providing a centralized view of all AI-generated transcripts related to a patient. Transcripts can be easily reviewed, sorted by date or specialist, and managed independently from standard documents.

Info
The AI transcripts tab is available only when the AI Transcription functionality is enabled. To enable this functionality, please contact Auditdata Support.
AlertThe AI Transcripts view is read-only. Session transcription documents cannot be modified.



AI documents can now be generated directly from completed or terminated transcripts in the AI transcripts tab via the options (three-dot) menu, following the usual document generation flow.



Autosave & Session Recovery

Transcription sessions are automatically saved in real time and appear in the AI transcripts tab as soon as recording starts. In the event of an interruption (e.g., connection loss, browser closure, system crash, etc.), the current transcript is preserved as an original session transcription, ensuring that no recorded data is lost.

While a transcription is in progress or being generated, it is visible in the AI transcripts tab but temporarily unavailable until processing is complete. Status indicators provide clear visibility into transcription progress.



Continue Transcribing

Interrupted transcription sessions can be resumed directly from the AI transcripts tab. The “Continue transcribing” option is available in the options (three-dot) menu when a transcript entry is selected. When resumed, the transcript content is restored, and recording continues from the exact point of interruption.

Alert
The “Continue transcribing” option is available until the end of the same calendar day in which the original transcription was created. On the following day, this option is no longer available. However, the transcript remains accessible and can still be used to generate documents.

Background Transcription Processing

When a recording is stopped, transcription is processed in the background. A confirmation dialog is displayed with options to continue transcribing, stop and save, or cancel without saving.



Once processing is complete, users receive a confirmation message that the transcription is ready and available in the AI transcripts tab. 

4. TECHNICAL REQUIREMENTS UPDATE

4.1 Current System Requirements

Operating systems
Windows 10, Windows 11
Supported browsersChrome (latest version), Edge (latest version)
Language preferencesEnglish
Country layersUK, AU, US, NZ, SG
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

4.2 DWH Schema Changes

4.2.1 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 LAYER
TABLE
SG
Fact_SaleHeaders
SG
Fact_SaleItemDiscounts
SG
Fact_SaleItemReplacements
SG
Fact_SaleItems
SG
Fact_SaleItemTaxes
SG
Fact_SaleNotes
SG
Fact_SalePayerAllocations
SG
Fact_SalePayers


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