Public Release Notes - Manage 11.14.0

Public Release Notes - Manage 11.14.0

About this release

June 2, 2026 – Manage 11.14.0

Manage 11.14 brings more flexibility to reporting, stronger inventory and financial visibility, improved stock adjustment tracking, expanded integration capabilities, and expanded Australian HSP accounting support.

KEY HIGHLIGHTS:

  1. Managing Multiple Appointment Report Templates (ALL)
    Create and manage multiple active appointment report templates simultaneously, giving teams greater flexibility when generating appointment-based documentation.

  2. Manual Stock Adjustments Report (ALL)
    Gain centralized visibility into manual inventory corrections, including adjustment history, quantities, financial impact, and user activity.

  3. Engage Integration Enhancements: Screening Results Management and Reporting
    Automatically consolidate multiple Engage screening results for Patients and Leads while creating branded, customizable Screening reports with dynamic patient and screening data.

  4. Australian HSP Revenue Account Configuration (AU)
    Separate HSP-funded revenue and patient-paid top-up revenue through enhanced Chart of Accounts configuration and GL transaction posting support.

This release also delivers usability enhancements, including new insert fields for patient communications, expanded report filtering, improved payment reconciliation, HSP quote updates, and enhanced Patient Sales search and sorting. The Public API has also been extended with new journal entry endpoints and bulk refund support to improve integrations and financial automation.


1. WHAT'S NEW

[ALL] Managing Multiple Appointment Report Templates

Environment settings > Patient letters > Appointment report templates
Patients > Appointments

The Appointment Report Templates functionality has been enhanced to provide greater flexibility when creating appointment reports.

Administrators can now manage multiple active appointment report templates simultaneously under Environment settings > Patient letters > Appointment report templates. Previously, only one template could be active at a time, limiting the ability to generate different report types for the same appointment.

With this update, administrators can:

  • Activate multiple appointment report templates without restrictions
  • Control which templates are available for front desk users
  • Manage template visibility through the Active status
  • Automatically set newly created templates as Active by default


Info
Changes made to Appointment report templates under Environment settings > Patient letters are now logged in Audit Trails > Settings, including who made the change, what was changed, and when it occurred.

Appointment Report Template Selection

The appointment report creation flow under Patients > Appointments > +REPORT now includes a new template selection step.

  1. After clicking +REPORT, users are now presented with an Appointment report templates dialog, where they can select the most relevant template before opening the report editor.

    NOTE: Only one template at a time can be selected.


These improvements allow front desk users to generate different types of reports from the same appointment data, supporting a wider range of operational and reporting needs while improving usability and workflow flexibility.

[ALL] Manual Stock Adjustments Report

Reports > Inventory > Manual Stock Adjustments report

A new Manual Stock Adjustments report is now available in Manage. The report provides a consolidated view of all manual inventory adjustments performed across locations, helping users track stock changes, identify discrepancies,e and review the financial impact of inventory corrections.



The report includes:

  • Date and time of the adjustment
  • Transaction ID
  • Region and location information
  • Product name
  • Adjustment type (Addition / Removal)
  • Quantity delta (positive for additions, negative for removals)
  • Financial impact (Quantity × product cost)
  • Created by (user who performed the adjustment)
Info
The report only includes manual stock adjustments from inventory transactions with the Manual Stock Adjustment transaction type. Other stock movement types, such as sales, transfers, and deliveries, are excluded.

Filters available:
  • Date range
  • Location status (Active / Inactive)
  • Areas
  • Regions
  • Locations
  • Adjustment type (Addition / Removal)

Filtering is also possible in the exported Excel file.

Notes
Location-based access is applied: users only see records for locations they are permitted to view.

[ALL] Engage Integration: Multiple Screening Results per Patient

Reports > Patients > Screening results

Manage now automatically matches incoming Engage hearing screening results to existing Patients or Leads using available personal information such as first name, last name, date of birth, mobile phone, and email. When a unique match is found, the screening result is linked directly to the existing record. If no clear match is identified, Manage automatically creates a new Lead and stores the screening result there.



The Screening results tab has also been enhanced to display all stored Engage screening results in one place, including visual audiograms and detailed screening data for each test. This gives clinic staff a clearer overview of screening history and simplifies follow-up activities and patient management.
Alert
Access to screening results is controlled through the dedicated permissions: ViewScreeningResults and PrintScreeningResults.

[ALL] Engage Integration: Screening Report Templates and Printing

Environment settings > Patient letters > Screening report templates
Patients > Screening results

Manage now supports configurable Screening report templates, making it easier to create branded and personalized screening reports for patients and leads. Users can create reusable templates with dynamic patient and screening information that is automatically populated when generating reports.

CONFIGURATION
  1. Go to Environment settings > Patient letters > Screening report templates.
  2. Click +TEMPLATE.
  3. Specify the template name, document category, and document type. Document categories and document types are configured in Document management.
  4. Use the rich text editor toolbar to style the template.
  5. Use the Insert fields dropdown to add dynamic fields that are automatically populated from Patient and Screening information.

  6. Review and save the template.
Alert
Users require ViewScreeningTemplate and EditScreeningTemplate permissions to access and manage templates.

Screening results can now be printed directly from the Patient profile. From Patients > Screening results, click the Print icon for a screening result, select a template, and adjust the content if needed before generating the report.


Generated reports can be:
  1. saved directly to Patient documents,
  2. previewed before export,
  3. or downloaded as a PDF from the Preview window.

[AU] CoA Configuration: HSP and Top-Up Revenue Accounts

Environment settings > Finance settings > Accounting > Product categories, Product overrides
Patients > Patient sale > Invoices/Credit notes

The Chart of Accounts configuration has been extended for Australian HSP workflows. Administrators can now configure separate HSP Revenue Account and Top-Up Revenue Account mappings for product categories and product overrides.

Previously, all revenue was posted to a single Revenue Account. With this update, HSP-funded revenue and patient-paid top-up revenue can now be tracked separately in the General Ledger for improved financial reporting and reconciliation.

HOW IT WORKS
  1. HSP Revenue Account: This account is used for revenue generated from HSP claims excluding top-up amounts. The benefit component of fitting and non-fitting services, the benefit amount on left and right hearing devices, and revenue from eligible accessories are assigned to the configured HSP Revenue Account.

  2. HSP Top-Up Revenue Account: This account is used for revenue generated from top-up amounts on HSP left and right hearing devices. Only the patient-paid top-up component of these hearing device lines is assigned to the configured HSP Top-Up Revenue Account.
CONFIGURATION
  1. Go to Environment settings > Finance settings > Accounting > Product categories.
    Two new columns are available:
    1. HSP Revenue #
    2. HSP Top-up #
  2. Configure these values to define the default HSP revenue posting accounts for the product category.

  3. If needed, go to Environment settings > Finance settings > Accounting > Product overrides to configure product-specific HSP Revenue # and HSP Top-Up # values.
Info
The product override configuration takes precedence over the product category configuration when both are defined.
If HSP Revenue Account or Top-Up Revenue Account is not configured, the relevant revenue falls back to the standard Revenue Account.

IMPACT

GL transaction posting for Australian HSP sales has also been updated to separate HSP benefit revenue and patient top-up revenue during invoice posting.

When an invoice contains HSP-funded items, the HSP-covered amount is posted to the configured HSP Revenue Account, while patient-paid top-up amounts for eligible hearing device lines are posted to the configured Top-Up Revenue Account. This update improves reconciliation between HSP claims, patient-paid amounts, and General Ledger postings.

Credit notes created for invoices generated after this update also reverse HSP Revenue and Top-Up Revenue amounts using the Chart of Accounts configuration active at the time the credit note is created.

2. IMPROVEMENTS

[ALL] Insert Fields for GP, GP Practice

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

Clinic staff can now use GP and GP Practice insert fields in Appointment Report and Patient Letter templates. This allows generated documents to automatically include GP- and practice-related information linked to the patient’s assigned GP and GP Practice during document generation and printing.

The available fields include:

  • GP name / Practice name
  • Address details
  • Contact telephone number

    EXAMPLE 1:
    Appointment report template configuration



    EXAMPLE 2:
    Appointment report printout preview (containing added GP fields)


Notes
Existing templates will continue to work after the update.

[ALL] Insert Fields for Patient Location

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

Clinic staff can now use Patient Location insert fields in Appointment report and Patient letter templates. This makes it possible to include location details associated with the patient’s assigned location directly in generated and printed documents.

The available fields vary by region and may include:

  • Location name and code
  • Address details
  • Contact information (email, phone, fax)
  • EPOS number
  • Registration and tax identifiers
  • Regional business identifiers such as VAT, NPI, GST, ACC Vendor ID, Federal Tax ID

    EXAMPLE 1:
    Appointment report template configuration



    EXAMPLE 2:
    Appointment report printout preview (containing added Location insert fields)



[ALL] Expanded Location Filtering to Include Inactive Locations

Reports 

Reports that use the Location parameter now support filtering by Location status, allowing users to include active and inactive locations in report results. This enhancement improves visibility into historical and financial data tied to inactive locations, including outstanding invoices and archived operational records.

Users can now filter reports by:
  1. Active locations only (default)
  2. Inactive locations only
  3. All locations (active + inactive)



The update supports multiple reporting needs to be met across teams:

  • Finance Specialists can include inactive locations to ensure accurate financial tracking, auditing, and visibility into historical invoices.
  • Operations Managers continue to see only active locations by default, helping them stay focused on current operations without additional filtering.
  • Data Analysts can switch between active, inactive, or all locations to perform trend analysis and compare historical performance.
  • Auditors can ensure compliance reviews include all relevant financial records, regardless of location status.

The selected location status filter is applied consistently across report data, calculations, totals, and aggregations in all supported reports.

Notes
Existing templates will continue to work after the update.

[ALL] Payment and Refunds Report: Payment Method Filter

Reports > Finance > Payments and Refunds report

The Payments and Refunds report now includes a Payment method filter, allowing users to quickly view and reconcile transactions for specific payment streams such as cash, credit card, financing, or other payment types directly within Manage.

This enhancement improves end-of-day reconciliation workflows by reducing the need for Excel exports and manual filtering, helping clinics streamline financial processes, reduce human error, and improve reporting accuracy and auditability.



Notes
Custom reports based on the Payments and Refunds report may require updates to support the new Payment method filter. For custom report updates, it is recommended to use the latest version of the standard report as the base, create a copy, and then reapply any previously implemented customizations.

[AU] HSP Device Quote: Accessories on Printout

Patients > Patient sale > Quotes > HSP device quote printout

The HSP device quote printout for Australia now includes accessories added to an HSP claim. Accessories are shown as separate line items with the product name and the cost to the client, so the printed quote more accurately reflects the items being sold.


Accessory amounts are also included in the Client Cost totals, helping clinics present the correct patient-responsible amount on the quote and reducing the need for manual adjustments or separate explanations.

[AU] HSP Device Quote: Remote Control Subsidy for Service 4

Patients > Patient sale > Quotes > HSP device quote printout

The HSP device quote printout now supports remote controls associated with HSP Service 4. When an HSP claim includes Service 4 and an eligible remote control, the remote control is shown as an accessory line item with the product name, client cost, and the applicable government subsidy based on the Service 4 amount.

For item 4 remote controls, clinics may use a dedicated price book with a $0 client price to support the recommended HSP claim workflow. 

[SG] Patient Sales List and Search Improvements

Finance > Search patient sale

Manage now provides enhanced search and filtering capabilities for Patient sales, making it easier to locate and review sales records. Users can search by invoice number, quote number, invoice date, quote date, and patient name directly from the Patient sales list.


Patients > Patient sale

The Patient Sales list on the Patient profile has also been improved with sortable columns for Status, Date, Outstanding, and Created by, supporting both ascending and descending order. In addition, Amount and Outstanding are now displayed as separate columns, giving users clearer visibility into total sale values and remaining balances.




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. 

Swagger API specs EU

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


[ALL] GET – Retrieving Sales Journal Entries [v1]

The Public API has been extended with a new endpoint for retrieving sales journal entries. The endpoint supports filtering by date range and location, enabling external systems to automate reconciliation and financial reporting workflows.

The locationIds parameter is optional. When not provided, the endpoint returns sales journal entries for all locations within the specified date range.

Endpoint - v1
 GET /api/v1/journal-entries/sales – Returns sales journal entries for the specified date range and locations.


[ALL] GET – Retrieving Payment Journal Entries [v1]

The Public API has been extended with a new endpoint for retrieving payment journal entries. The endpoint supports filtering by date range and location, enabling external systems to automate reconciliation and financial reporting workflows.

The locationIds parameter is optional. When not provided, the endpoint returns payment journal entries for all locations within the specified date range.

Endpoint - v1
 GET /api/v1/journal-entries/payments – Returns payment journal entries for the specified date range and locations.

[ALL] POST – Bulk Refunds Creation via Public API [v2]

The Public API now supports the creation of multiple refunds within a single request, enabling bulk refund submission to Manage and efficient handling of refund transactions. Each API call supports up to 200 refunds.

  1. Refunds can be created at the invoice, quote, or payer level (depending on configuration).
  2. Each refund includes reconciliation details such as refund method, amount, refund date, and optional banking/card information.
  3. The response returns an individual status per refund item to confirm successful creation or highlight any errors.

NOTE: This functionality is available globally, excluding refunds for US funders. Posting refunds for private US payers is supported.

Endpoint - v2
POST /api/v2/invoicing/sales/external/refunds/bulk – Creates one or multiple refunds in a single request (bulk).

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, HG, JP
Bridge versionBridge BE 2.5.0 + Client 2.5.1 
Engage version

1.3.3, 2.0.0

Zapier versionAuditData (4.3.1)
Screen resolution1920x1200
Internet connection speed10Mb/s

4.2 DWH Schema Changes

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.

4.2.1 Added Tables

COUNTRY LAYERTABLECOLUMN NAME
AUDim_BPayCrnKey field: PatientId
ALLDim_UnitOfMeasureKey field: UnitOfMeasureId

4.2.2 Updated Tables

COUNTRY LAYERTABLECHANGECOLUMN NAME
ALLDim_LocationModifiedGSTNumber (length increased)
UKFact_UkProductReplacementsModifiedReason (length increased)
ALLDim_PatientStatusAddedIsActive, IsPatientActive, IsPatientDeceased, IsSystem
ALLDim_PayerPolicyAddedIsPatientArchived
ALLDim_ProductAddedUnitOfMeasureConversionRate, UnitOfMeasureId
ALLDim_SpecialistAddedSpecialistNumber
ALLDim_UserDefinedFieldsValueAddedIsActive
AUFact_DepositsAddedPatientCrn
ALLFact_OrderProductsAddedUnitOfMeasureConversionRate, UnitOfMeasureId, UnitOfMeasureName
AUFact_PaymentsAddedPatientCrn
AUFact_RefundsAddedPatientCrn
UKFact_UkProductsAddedBatteryAmount
USFact_UsProductsAddedOriginalProductId, SourceProductId


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