Public Release Notes - Manage 11.15.0

About this release

July 7, 2026 – Manage 11.15.0

Manage 11.15 introduces customizable hearing screening result labels, greater flexibility in financial transaction management, enhanced document workflows, and more consistent time zone handling across Sales and Finance.

KEY HIGHLIGHTS:

1. Configurable Hearing Loss Level Labels (ALL)
   Define clinic-specific labels for predefined hearing screening result levels, ensuring consistent, clinic-specific descriptions across patient records, letters, and reports.

2. Payment Backdating and Controls (ALL)
   Record payments, refunds, and deposits using the actual transaction date while maintaining control through configurable backdating policies and permissions.

3. Overpayment Processing and Balance Management (ALL)
   Enable configurable overpayments, automatically track credits as negative outstanding balances, and support flexible payment and refund workflows.

1. WHAT'S NEW

[ALL] Configurable Hearing Loss Level Labels

Environment settings > Screening settings > Screening HL levels

Patients > [Selected patient] > Appointments 

Patients > [Selected patient] > Documents

Patients > [Selected patient] > Screening results

The new Screening HL Levels dictionary allows clinics to configure custom labels for predefined hearing screener result levels received from Engage. The system uses these labels throughout patient screening records, letters, and reports, replacing numeric or system-defined result codes with clinic-preferred labels.

This helps clinics present hearing screener outcomes using consistent, meaningful terminology across the patient Screening Results tab, patient letters, and screening reports.

REQUIRED PERMISSIONS

ViewScreeningHLLevels

Allows users to view the Screening HL Levels dictionary.

EditScreeningHLLevels

Allows users to update the labels assigned to the predefined Screening HL level codes.

 

HOW IT WORKS

1. Navigate to Environment Settings > Screening Settings > Screening HL Levels.
   
2. Review the predefined HL level labels:
   
1. Code 1 – No Loss
   
2. Code 2 – Some Loss
   
3. Code 3 – Profound Loss
   
3. Click the selected entry to enter EDIT mode.
   
   
   
   
   
   
   
   
4. Modify each Screening HL level label as needed to match your clinic's preferred terminology:
   
   
   
   
5. Save your changes.
   

The predefined Screening HL level codes are fixed and cannot be added, removed, or modified. Only the display labels can be customized.

Once configured, the custom labels are automatically used throughout the system:

• On the Patient Screening Results tab for both the right and left ear screening results.
  
  
  
  
• In Patient Letter Templates, Appointment Report Templates, and Screening Report Templates through the new "Screening HL level right" and "Screening HL level left" insert fields.
  
  
  
  
• In generated patient letters and reports, where the configured labels are displayed instead of the underlying screening level codes.
  
  

[ALL] Payment Backdating and Controls

Environment settings > Finance settings > Sale related > Payment configuration
Patients > [Selected patient] > Patient sale

A new backdating capability has been introduced for payments, refunds, and deposits. This feature enables transactions to be recorded using the date when funds were actually received, refunded, or deposited, rather than the date the transaction is entered into the system.

Backdating controls can be tailored to meet organizational financial policies. Authorized users can also be granted unrestricted backdating permissions for historical corrections and reconciliation activities.

Backdated payments are supported for Patient Sale workflows globally, and for Fast Track Sale workflows in the United States, New Zealand, and the United Kingdom.

KEY BENEFITS

• Improved financial accuracy by recording transactions on the actual movement date of funds.
• Simplified reconciliation with bank statements, insurance reimbursements, and other external financial records.
• Configurable controls that allow organizations to define how far back transactions can be dated.
• Role-based access for finance personnel who require unrestricted backdating capabilities.
• Enhanced auditability through audit logging of configuration changes and unrestricted backdating activities.
  

HOW IT WORKS

Permissions to Access Backdating Settings

The following permissions control access to backdating functionality:

1. ViewFinanceSettings: Allows users to view the Allow backdating a payment setting and the configured maximum number of backdating days in Environment settings > Finance settings.
2. EditFinanceSettings: Allows users to enable or disable backdated payments and configure the maximum number of days in the past that transactions can be backdated.
   

Configuring Backdating Settings

Backdating can be enabled in Environment Settings > Finance Settings, where users with the appropriate permissions can also define the maximum backdating period.

• Backdating is disabled by default.
• When enabled, the default limit is 30 days.
• The maximum allowed value is 120 days.
• If set to 0, only today’s date is allowed for transactions.

Creating Backdated Transactions

When backdating is enabled, users can create payments using a transaction date within the configured period.

The earliest available date is determined by:

• The configured backdating limit
• The creation date of the related sales document. 
  

The later of these two dates is used as the earliest allowed transaction date. Dates outside the allowed range cannot be selected and are rejected by the system.

If a payment is backdated, any journal entries previously exported for the date on which the payment was originally created need to be re-exported to ensure accounting records remain accurate.

Advanced Backdating Permission

The AllowUnlimitedBackdatePayment permission allows authorized users to create payments using any past date for historical corrections and reconciliation activities.

Users without this permission remain subject to the configured backdating policy.

This permission overrides:

• The backdating enable/disable setting.
• The configured backdating limit.
• Sales document creation date restrictions.

API Support

Backdated payments, refunds, and deposits can also be created through public APIs, providing the same backdating capabilities available in Manage.

Audit Trails

Changes to backdating settings and the use of unlimited backdating permissions are recorded in the Audit trails > Settings, including the user, timestamp, and details of the action performed.

[ALL] Overpayment Processing and Balance Management

Environment settings > Finance settings > Sale related > Payment configuration
Patients > [Selected patient] > Patient sale

Manage now supports configurable overpayments. When enabled, overpayments are reflected as a negative outstanding balance, allowing excess payments to be tracked and refunded when needed according to the clinic's workflows.

KEY BENEFITS

1. Record overpayments without using workarounds.
   
2. Maintain a complete and auditable payment history.
   
3. Simplify reconciliation and refund processing.
   
4. Support prepayment and other real-world payment scenarios.
   

HOW IT WORKS

Permissions to Access Overpayment Settings

The following permissions control access to overpayment functionality:

1. ViewFinanceSettings: Allows users to view the overpayment configuration.
2. EditFinanceSettings: Allows users to enable or disable the overpayment configuration.

Enable Overpayments

You can enable the "Allow overpayment" setting under Environment Settings > Finance Settings > Sale Related > Payment Configuration.

1. When enabled, Manage allows payments that exceed the outstanding balance and records the excess amount as a credit.
   
2. When disabled, payments cannot exceed the amount due.
   

Record Overpayments

When overpayments are enabled:

• Payments can exceed the outstanding balance.
• Patient payers can overpay on both payments and deposits.
• Third-party payers can overpay on payments.
• Multiple overpayments can be recorded, even when the outstanding balance is zero or negative.
  
• Payment actions remain available regardless of the current outstanding balance.
  

Overpayment Notifications

When a payment exceeds the outstanding balance, Manage displays an informational overpayment message to clearly indicate that a credit has been created.

Credit and Balance Management

Any amount paid above the outstanding balance is automatically converted into a credit.

• Outstanding balances may become negative to reflect available credits.
• Negative balances are displayed consistently across financial views, including patient sale lists, financial summaries, sales screens, and sales documents.
• Credit balances can be refunded according to clinic processes.
• Multi-payer sales support overpayment workflows.
  

2. IMPROVEMENTS

[ALL] Enhanced Patient Document Management

Environment settings > Patient letters > Appointment report templates

Environment settings > Patient letters > Patient letter templates

Environment settings > Screening report templates
Patients > [Selected patient] > Appointments > Documents

Patients > [Selected patient] > Documents

Patients > [Selected patient] > Screening results

Patient Document workflows have been enhanced to give clinics more control over how documents are edited, reviewed, and finalized. These updates support configurable editing behavior, clearer document statuses, and improved visibility of document updates in Patient History.

REQUIRED PERMISSIONS

Permission requirements remain unchanged. The following existing permissions apply:

• ViewPatientDocument
• EditPatientDocument
• ViewScreeningTemplate
• EditScreeningTemplate

Editable Appointment Reports

Appointment Reports generated from templates configured as Editable (under Environment Settings > Patient Letters) can be reopened and edited directly in Manage.

Users can update:

• Report content
• Formatting
• Document name
• Category
• Document type
• Status
• Tags
• Sensitivity settings
• Description
  

Multiple specialists can edit the same report, and changes are recorded in Patient History.

Non-Editable Patient Documents

Appointment Reports, Patient Letters, and Screening Results generated from templates configured as Non-Editable open in a dedicated view-only mode.

When a non-editable document is opened:

• Document content is displayed in read-only mode.
• An information banner indicates that the content cannot be edited.
• Multiple specialists can review the same document.
  

The following document information can still be updated:

• Document name
• Category
• Document type
• Status
• Tags
• Sensitivity settings
• Description

Improved Status Management

A new "In Review" status is available for Patient Documents, allowing clinicians and specialists to indicate when a document is under review while remaining active and available for updates.

When a document is marked as "Completed":

• The document becomes finalized and automatically locked.
• Content and document information can no longer be modified.
  
• The View option is no longer available.
  
• The document can only be downloaded as a PDF or deleted.
  

These restrictions apply to both editable and non-editable documents. Once a document is marked as Completed, it can no longer be opened for viewing or editing.

[ALL] Appointment and Hearing Aids Insert Fields for Printed Documents

Environment settings > Patient letters > Appointment report templates

Environment settings > Patient letters > Patient letter templates

Environment settings > Screening settings > Screening report templates

Patients > [Selected patient] > Appointments > Documents

Patients > [Selected patient] > Documents

Patients > [Selected patient] > Screening results

Clinic staff can now add more patient-related insert fields to printed documents, making it easier to automatically include appointment and hearing aid information in generated reports and letters.

The new fields can be added to Appointment Report, Patient Letter, and Screening Report templates via:

1. Environment settings > Patient letters > Appointment report templates/Patient letter templates 
   
2. Environment settings > Screening settings > Screening report templates
   

When a document is generated from a patient record, the system replaces the insert fields with the relevant patient data. These insert fields are also available for use in AI prompts.

Appointment fields

Appointment-related insert fields are now available for next and previous appointments. These fields can include the appointment date, start time, end time, reason, location, and specialist.

1. The system uses the user’s local browser date and time to determine the next or previous appointment.
   
2. Date and time values follow the company’s configured formats, and appointment times are shown without seconds.
   
3. If an appointment has multiple specialists, their names are displayed separated by commas.

Current hearing aid fields

Current hearing aid insert fields are now available for the patient’s left and right hearing aids. These fields can include the hearing aid name, serial number, battery type, color, purchase date, purchase price, warranty expiry date, L&D warranty expiry date, manufacturer, and type.

1. The hearing aid fields use information from the devices currently worn on the left and right side.
   
2. Hearing aids added as external devices are also supported.
   
3. Only products with the "Hearing Aids" type are included. Details for other product types are not added to the generated document.
   
   

[ALL] Inventory Overview Report: Vendor Product Number

Reports > Inventory > Inventory Overview report

The Inventory Overview report has been enhanced with a new Vendor Product Number column. This addition makes it easier to identify products using the vendor-assigned product number referenced on catalogues, order forms, and invoices, improving reconciliation between inventory records and vendor documents.

Products without a vendor product number will show an empty value in the column.

[ALL] Improved Time Zone Handling Across Sales and Finance

Company settings > Default settings > Localization settings

Patients > Patient sale > HSP details

Patients > Patient sale > Trials

Finance > Cashbox > Cheques

Date and time handling has been enhanced across Sales and Finance to ensure that business dates and timestamps are consistently stored, converted, and displayed using the configured location or company time zone. As a result, dates and times are now displayed more accurately in trial printouts, HSP posting records, claims, Cashbox and Cheques pages, and payments, deposits, and refunds.

When a location time zone is not configured, the company time zone is used as a fallback. The default company time zone can be configured in Company settings > Default settings > Localization settings.

3. TECHNICAL REQUIREMENTS UPDATE

3.1 Current System Requirements

Operating systems	Windows 10, Windows 11
Supported browsers	Chrome (latest version), Edge (latest version)
Language preferences	English
Country layers	UK, AU, US, NZ, SG, HG, JP
Bridge version	Bridge BE 2.5.0 + Client 2.5.1
Engage version	1.3.3, 2.0.0
Zapier version	AuditData (4.3.1)
Screen resolution	1920x1200
Internet connection speed	10Mb/s

3.2 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.

---

3.2.1 Removed Tables

COUNTRY LAYER	TABLE
SG	svc.Fact_SaleHeaders
SG	svc.Fact_SaleItemDiscounts
SG	svc.Fact_SaleItemReplacements
SG	svc.Fact_SaleItems
SG	svc.Fact_SaleItemTaxes
SG	svc.Fact_SaleNotes
SG	svc.Fact_SalePayerAllocations
SG	svc.Fact_SalePayers

3.2.2 Added Tables

gnr.DwhLoadStatus [ALL] - Available for all regions, this table tracks the status of the DWH data load process. Use it to verify that the latest data load has completed before retrieving data from the DWH.

COUNTRY LAYER	TABLE	COLUMN NAME
ALL	svc.Dim_AccountingSystem	Key field: AccountingSystemId
SG	svc.Dim_CoreCreditNoteReason	Key field: CreditNoteReasonId
SG	svc.Dim_CoreTrialCancellationReason	Key field: TrialCancellationReasonId
ALL	svc.Dim_PaymentMethodAccount	Key field: PaymentMethodAccountId
ALL	svc.Dim_ProductAccount	Key field: ProductAccountId
ALL	svc.Dim_ProductCategoryAccount	Key field: ProductCategoryAccountId
SG	svc.Fact_CoreCreditNoteItems	Key field: CreditNoteItemId
SG	svc.Fact_CoreCreditNotePayers	Key field: CreditNotePayerId
SG	svc.Fact_CoreCreditNotes	Key field: CreditNoteId
SG	svc.Fact_CoreDeliveryNoteItems	Key field: DeliveryNoteItemId
SG	svc.Fact_CoreDeliveryNotes	Key field: DeliveryNoteId
SG	svc.Fact_CoreInvoiceItems	Key field: InvoiceItemId
SG	svc.Fact_CoreInvoicePayers	Key field: InvoicePayerId
SG	svc.Fact_CoreInvoices	Key field: InvoiceId
SG	svc.Fact_CoreQuoteItems	Key field: QuoteItemId
SG	svc.Fact_CoreQuotePayers	Key field: QuotePayerId
SG	svc.Fact_CoreQuotes	Key field: QuoteId
SG	svc.Fact_CoreSaleHeaders	Key field: SaleHeaderId
SG	svc.Fact_CoreSaleItemDiscounts	Key field: SaleItemDiscountId
SG	svc.Fact_CoreSaleItemReplacements	Key field: SaleItemReplacementId
SG	svc.Fact_CoreSaleItems	Key field: SaleItemId
SG	svc.Fact_CoreSaleItemTaxes	Key field: SaleItemTaxId
SG	svc.Fact_CoreSaleNotes	Key field: SaleNoteId
SG	svc.Fact_CoreSalePayerAllocations	Key field: SalePayerAllocationId
SG	svc.Fact_CoreSalePayers	Key field: SalePayerId
SG	svc.Fact_CoreTrialItems	Key field: TrialItemId
SG	svc.Fact_CoreTrials	Key field: TrialId
ALL	svc.Fact_JournalEntries	Key field: JournalEntryId
ALL	svc.Fact_JournalLines	Key field: JournalLineId
ALL	svc.Fact_PaymentTransactions	Key field: PaymentTransactionId
ALL	svc.Fact_Skus	Key field: SkuId
US	svc.Fact_UsProductReplacements	Key field: UsProductReplacementId

3.2.3 Updated Tables

COUNTRY LAYER	TABLE	CHANGE	COLUMN NAME
ALL	svc.Fact_LnDOrders	Added	Sku
NZ	svc.Fact_NzProductReplacements	Added	SkuNew
NZ	svc.Fact_NzProducts	Added	Sku
AU	svc.Fact_ProductSales	Added	Sku
ALL	svc.Fact_RepairOrders	Added	Sku
AU	svc.Fact_Replacements	Added	SkuNew
UK	svc.Fact_UkProductReplacements	Added	SkuNew
UK	svc.Fact_UkProducts	Added	Sku
US	svc.Fact_UsProducts	Added	Sku

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