Public Release Notes - Manage 11.16.0

Public Release Notes - Manage 11.16.0

About this release

August 4, 2026 – Manage 11.16.0

Manage 11.16 introduces enhanced patient communication, more flexible financial management, centralized Cashbox accounting, and new reporting capabilities. This release also expands document workflows, improves reporting accuracy, and adds support for external accounting systems.

KEY HIGHLIGHTS:

  • Billing Specialists for Patient Sales (ALL)
    Separate appointment and billing specialists to support payer-specific billing requirements while maintaining accurate appointment scheduling.

  • Email Delivery of Sale Documents (ALL)
    Send invoices, quotes, trials, and credit notes directly to patients by email using configurable templates, patient consent, and secure document links.

  • Printable Patient Journal Notes (ALL)
    Generate comprehensive patient journal notes for printing or export with configurable templates and flexible content selection.

  • Payment Location for Payments, Deposits, and Refunds (ALL)
    Record where financial transactions are actually processed, improving reconciliation, Cashbox reporting, and support for centralized billing workflows.

  • Centralized Cashbox Accounting (ALL)
    Configure dedicated General Ledger accounts for Cashbox operations to standardize accounting entries and simplify financial reconciliation.

1. WHAT'S NEW

[ALL] Billing Specialists for Patient Sales

Environment settings > Scheduler settings > Specialists
Patients > [Selected specialist] > Patient sale

A new Billing Specialist feature allows clinics to separate the specialist responsible for the appointment from the specialist responsible for billing. When needed, an eligible Billing Specialist can be assigned to Patient Sales, for example, when the appointment specialist is an intern or does not have the provider, QP, Medicare, WorkCover, or other payer-specific credentials required to process the sale at the appointment location. This helps organizations comply with payer requirements while keeping appointment schedules accurate.

Administrators can configure whether a specialist requires a Billing Specialist when processing Patient Sales and control which users can view or assign Billing Specialists through dedicated permissions.

REQUIRED PERMISSIONS
  1. ViewBillingSpecialist – Allows users to view the Billing Specialist field.
  2. SelectBillingSpecialist – Allows users to assign or change the Billing Specialist.

Depending on these permissions, the Billing Specialist field is:

  • Hidden.
  • Visible but read-only.
  • Fully editable.
HOW IT WORKS

To configure Billing Specialists according to your organization's billing requirements:

  1. Navigate to Environment settings > Scheduler settings > Specialists.
  2. Open the specialist you need to configure by clicking the specialist or selecting Edit from the options menu (three dots) that appears on hover.
  3. On the General tab, enable the Requires Billing Specialist option for specialists who cannot process Patient Sales independently. Leave the setting disabled for specialists who can complete Patient Sales without supervision.



  4. When creating a Patient Sale, select a Billing Specialist when required or, if the field is optional, when another specialist should be used for billing.
    NOTE: Only eligible specialists from the same appointment location are available for selection.



  5. When a Billing Specialist is selected, their details are used on financial documents instead of the appointment specialist's details.
    This does not change the specialist assigned to the appointment.


Info
NOTE
  • All existing specialists have "Requires Billing Specialist" disabled by default, preserving the current workflow until changed by an administrator.
  • Once a Patient Sale has been created, the Billing Specialist field becomes read-only.
  • Changes to the Billing Specialist are recorded in the patient's History. 
 

[ALL] Email Delivery of Sale Documents to Patients

Environment settings > Notification settings > Email templates
Patients > [Selected patient] > Patient sale
Patients > [Selected patient] > Consents
Patients > [Selected patient] > Communication logs

Organizations can now send sale documents – Invoices, Quotes, Trials, and Credit Notes – directly to patients by email, reducing reliance on printed paperwork and giving patients faster access to their documents. Each email delivers a secure link to the document rather than a file attachment, and every send is logged in the Audit Trail and the patient's Communication Log, providing staff with a clear, traceable record of what was sent, when, and to which address.

Alert
Trial emails are not available for UK users.

HOW IT WORKS
Email templates control the subject and content of each document type and are managed from Environment settings > Notification settings > Email templates. At least one active template must exist for a document type before it can be emailed to patients.



If no active email template exists for a document type, create one using +EMAIL TEMPLATE. The template name becomes the email subject, so it should clearly describe the content for the patient.
The available Insert field options depend on the selected Entity (document type) and allow relevant information to be inserted automatically into the email.



A dedicated Email documents consent has been added to Environment settings > Patient settings > Consents. The consent text can be reviewed and customized to meet the organization's requirements, and an expiry period can be configured if required.



Including a link to the sale document in the email also requires an active print template for that document type – separate from the email template itself. Active print templates can be reviewed under Environment settings > Print settings > Printing templates.



With the required templates and patient consent configured, a sale document can be sent to a patient by email.
To do so:
  1. Confirm the patient has Email documents consent enabled on record, including a dedicated contact email address recorded on the Personal Info tab of the Patient profile.



  2. From the Patient Sale screen, select the document to send and choose the email action. This requires the SendSaleEmail permission and at least one active email template for that document type.
     If the patient has not provided consent, the email action icon is disabled.



  3. The email is sent using the configured template, with a secure link to the document instead of a file attachment. If multiple print templates are available for that document type, select one from the Print template dialog.



    The email is then sent using the designated email address.



  4. When the email is received, the patient can access the sale document via a link.



  5. The send is recorded in the patient's History (date, time, activity, status, user) and Communication Logs (date, time, recipient address, message content).



    Hovering over an entry in Communication logs shows a quick preview of the message. When you click on it, you can view the full Communication log details.



[ALL] Printable Patient Journal Notes

Environment settings > Print settings > Printing templates 
Patients > [Selected patient] > Journal

Healthcare organizations can now generate a comprehensive printable patient notes document directly from the Patient Journal, making it easier to share clinical information, fulfill record requests, and support continuity of care. From the Journal tab, users can generate a printable notes document with flexible content options, ready to preview, print, or export in the format that suits their needs.

REQUIRED PERMISSIONS

A dedicated PrintPatientNotes permission now controls access to the print journal notes functionality.

  • Users with this permission can access the Print Patient Notes action from the patient's Journal tab.
  • Users without the permission will not see the print action.

HOW IT WORKS

Templates are managed from Environment settings > Print settings > Printing templates, the same list used for other document templates in the system. Patient notes templates can be identified by their Document type, shown as "Journal Notes Template", and a default template is already included, ready to use immediately.

Since the default template can only be duplicated, not edited directly, it stays intact as a safe starting point. To customize it:

  1. Select the 3-dot icon that appears on hover and choose Duplicate to create a copy of the default template.
  2. Edit the duplicated template to meet local or organizational requirements or delete it if it's no longer needed.
  3. Use the Versions option to review or restore an earlier saved version of the template if needed.

Info
Templates – default or duplicated – can also be activated or deactivated at any time using the toggle switch in the template list.

To generate a patient notes document, navigate to the Patients > [Selected patient] > Journal.

  1. Select the print icon to open Print Patient Notes.



  2. If multiple templates are available, choose the appropriate option.



  3. Choose whether to include all journal notes or a specific date range. 
  4. Optionally include the patient's summary note – this can be added regardless of the date range selected.



  5. Select preview to review the generated document before printing or exporting.



  6. From the top menu in Preview mode, select the print options or download the document in the format you need: PDF, Word, Excel, CSV, etc.



The generated document can contain:

  • Patient information, including name, date of birth, and applicable local patient identifiers
  • Journal notes from the selected period
  • Author and timestamp information for each note
  • Patient Summary Note (optional)
  • Print date and page numbering

Info
Rich text formatting is preserved, ensuring that images, tables, hyperlinks, text styling, and other formatting remain intact in the exported document.

[ALL] Payment Location for Payments, Deposits, and Refunds 

Patients > [Selected patient] > Patient sale
Finance > Export journal entries
Finance > Bulk payments
Finance > Cashbox > Cash
Finance > Cashbox > Cheques
Public API

Organizations with multiple clinics can now record where a payment, deposit, or refund was actually received or processed, independently of the invoice location. Previously, all payments, deposits, and refunds were implicitly attributed to the invoice location, which could create reconciliation inaccuracies when funds were collected by a different clinic, a centralized billing team, or a shared finance function.

A new Payment Location field lets users explicitly record the operational location responsible for receiving or processing funds, while preserving invoice ownership. This is available across payment creation, refund processing, bulk payments, reporting, reconciliation, and Cashbox functionality, for all sale types except Fast Track sales, with corresponding support in the Public API.

HOW IT WORKS

A new Payment Location field is available when creating a payment, deposit, or refund. It defaults to the invoice location but can be changed to another location, provided the user has access to that location. Locations can be found by typing part of the name into the field.

InfoThe field is mandatory. A payment, deposit, or refund cannot be added until a location has been selected, and the Payment date field remains unavailable until a location is chosen.






Once recorded, the selected Payment Location is used across Cashbox (Cash and Cheques), reconciliation, and payment reports, attributing each transaction to where it was actually processed rather than the invoice location.

EXAMPLE:

Cashbox - Cash in register before the payment recorded in Sydney.


Cashbox - Cash in register after the payment recorded in Sydney.



The same rule applies to Bulk Payments: a location must be selected before the payment date becomes available.

Alert
Bulk payments with Payment Location support are currently available for Australia only.



For accounting, Export Journal Entries now applies payments to the correct bank accounts based on each payment's location, and entries can be filtered and exported by Region and Location.



Public API
The Payment Location can also be specified when creating payments and refunds through the API. If no location is provided, the invoice location is used by default. See SECTION 3. PUBLIC API below for endpoint details.

[ALL] Centralized Cashbox Accounting Configuration

Environment settings > Finance settings > Cashbox
Environment settings > Finance settings > Accounting > Cashbox

Cashbox Accounting introduces centralized General Ledger (GL) account management for Cashbox operations. Dedicated GL accounts can be configured for cash and cheque balances held in the clinic, banked cash and cheques, and cash gain and loss adjustments.

When enabled, all cash and cheque transactions processed through the Cashbox use these accounts automatically, improving accounting consistency and simplifying Cashbox reconciliation.

Info
Existing payment method accounting remains available when Cashbox Accounting is disabled.
Notes
Cashbox Accounting currently supports a single centralized set of General Ledger accounts for the entire organization. 
REQUIRED PERMISSIONS
  1. ViewFinanceSettings
  2. EditFinanceSettings
HOW IT WORKS

To use centralized Cashbox accounting, first Enable Cashbox Functionality. This activates Cashbox management and makes the Cashbox Accounting configuration available. Once Cashbox Accounting is enabled and the required General Ledger accounts are configured, cash and cheque payments processed through the Cashbox automatically use these accounts for accounting entries.

To enable and configure Cashbox Accounting:
  1. Go to Environment settings > Finance settings > Cashbox and Enable Cashbox Functionality to start tracking all cash and check payments in the cash register, including daily balances. 



  2. After the Cashbox functionality is enabled, the Cashbox Accounting page becomes available and can be accessed under Environment settings > Finance settings > Accounting > Cashbox.
    On this page, you can Enable Cashbox Accounting and configure the General Ledger accounts for Cash and Checks.



  3. Save the changes.

When Cashbox Accounting is enabled, cash and cheque payments automatically use the configured Cashbox accounts when generating journal entries. The General Ledger account fields for Cash and Check payment methods become read-only. Hovering over these fields displays a tooltip indicating that the accounts are managed through the Cashbox page.


Info
Payment methods of other types continue to use their own configured General Ledger accounts.

Public API

Journal entries generated for Cashbox operations are also available through the Public API payment journal entries endpoint. See SECTION 3. PUBLIC API for endpoint details.

[ALL] Hearing Screener Results Report

Reports > Operations > Hearing Screener Results

A new Hearing Screener Results report is now available in Manage. The report gives an overview of hearing screenings performed within a selected timeframe, alongside each patient's scheduled and attended appointments, helping clinics identify who needs follow-up after a screening and track how screenings convert into booked appointments.



The report includes:

  • Region and location of the screening
  • Date and time of the screening
  • Patient number, name, date of birth, and patient/lead type
  • Left and right ear results, shown as hearing loss level labels
  • Detailed hearing threshold and noise-level readings by frequency for each ear
  • Screening device used
  • Noise level at the time of the test
  • Next scheduled appointment date and reason
  • Last attended appointment date and reason

Filters available:

  • Date range (screening date)
  • Location status (Active / Inactive)
  • Areas / Regions / Locations
  • Appointment status
  • Test result (matches rows where at least one ear meets the selected result)
Notes
The Appointment status filter is used to determine which patient appointments are considered when identifying the Next scheduled appointment and Last attended appointment. It does not filter the hearing screening records included in the report. By default, appointments with a status of Cancelled, No-show, or Deleted are excluded and cannot be selected in the filter.

2. IMPROVEMENTS

[ALL] Auto-Save Option for PDF Patient Letters

Environment settings > Patient letters > Patient letter templates
Patients > [Selected patient] > Documents

The Patient Letter Templates setup has been enhanced with a Save to documents option for PDF-based templates. This allows administrators to control whether generated PDF patient letters are automatically saved to the patient's Documents tab or only generated and opened without creating a Patient Document.

This enhancement is particularly useful for documents such as warranties, manuals, brochures, and terms and conditions that may be generated multiple times but do not always need to be stored in the patient's record. It helps reduce unnecessary duplicate patient documents and the manual cleanup they require.

HOW IT WORKS

To control whether generated PDF patient letters are automatically saved to the patient's Documents tab, configure the Save to documents setting for each patient letter template.

Info
NOTE:
For manually created and non-PDF patient letter templates, Save to documents is always enabled and displayed as read-only to preserve the existing behavior.
When importing a new PDF template, Save to documents is enabled by default.


To use this functionality:
  • Navigate to Environment settings > Patient letters > Patient letter templates.
  • For PDF-based templates, enable or disable Save to documents as required. 

    If Save to documents is enabled, generated PDF letters are automatically saved to the patient's Documents tab.






    If     Save to documents is disabled, the PDF is generated and opened as usual but is not saved as a Patient Document.






[ALL] Patient & Lead Information Report: Full Address Details

Reports > Operations > Patient & Lead Information

The Patient & Lead Information report has been updated to display a patient's full address, including all address fields that are relevant for the patient's country. Previously, the Patient's Address column only included Address Line 1 and Address Line 2, omitting every other address field.


The Patient's Address column now includes all applicable fields for the patient's country:
  1. AU/US: Address Line 1, Address Line 2, City, State, Postal Code, Country
  2. NZ: Address Line 1, Address Line 2, Suburb, City, Postcode, Country
  3. SG: Address Line 1, Address Line 2, City, State, Postcode, Country
  4. UK: House/Flat Number, Street, Additional Address Info 1, Additional Address Info 2, City, County, Postcode, Country
InfoThe order of fields shown in the report is standardized and may not exactly match the order in the patient's profile, but every field that applies to that country is included. The City field is unchanged and remains a separate column.

[ALL] Payments and Refunds Report Now Reflects Payment Location 

Reports > Finance > Payments and Refunds

The Payments and Refunds report previously attributed every transaction to the invoice's location, even when the payment or refund was actually received or processed by a different location – for example, a centralized billing team or another clinic. The report now uses the new Payment Location field instead, so payment activity is reported against the location that actually handled it. 


[ALL] Improved Date and Time Consistency in Reports

Reports 

Previously, date and time values in Manage reports were often displayed in UTC, which could differ from the date and time values shown elsewhere in Manage and cause confusion when comparing report data with information displayed on screen.

Date and time values in reports have been aligned with the rest of Manage wherever applicable and now display using the company time zone. Related layout and filter improvements have also been applied to align report structure and behavior.


[ALL] AI Documents Now Use the Correct Language

Patients

The Individual Management Plan (IMP) – the AI-generated summary document based on an appointment transcript – is now generated in the correct language for English, Spanish, and Dutch versions. The document's format and content remain unchanged.

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. 


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


PAYMENTS/INVOICING

[ALL] Payment Location Now Supported in Payment and Refund APIs [v1, v2] 

The Public API has been enhanced to support the Payment Location for payments and refunds. External systems can now specify the location where a payment or refund was processed, independently of the invoice location, enabling more accurate financial reconciliation and supporting centralized payment workflows.

If no Payment Location is provided, the invoice location is used by default to maintain compatibility with existing external systems.

Endpoints - v1
  1. POST /api/v1/payments – Сreates a new payment. Accepts an optional locationCode field, allowing external systems to specify the payment location.
  2. GET /api/v1/payments/last – Returns a list of payments from the last X hours. The response now includes locationCode.

Endpoints - v2

  1. POST /api/v2/invoicing/sales/external/payments/bulk – Creates one or multiple payments/deposits in a single request (bulk). Accepts an optional locationId field. Maximum 200 payments allowed.
  2. POST /api/v2/invoicing/sales/external/refunds/bulk – Creates one or multiple refunds in a single request (bulk). Accepts an optional locationId field. Maximum 200 payments allowed.
  3. GET /api/v2/invoicing/sales/{saleId}/payments – Returns a list of payments for a given sale, including the associated locationId.

JOURNAL ENTRIES

[ALL] Payments API Now Includes Cashbox Journal Entries [v1]

The Public API payment journal entries endpoint has been enhanced to return journal entries generated by Cashbox accounting, such as moving cash or cheques to the bank and cash corrections, alongside entries generated by Payment Method accounting. This enables external accounting systems to retrieve both payment and Cashbox journal entries through a single endpoint while maintaining backward compatibility.

Endpoint - v1
  1. GET /api/v1/journal-entries/payments – Returns payment journal entries for the specified range and locations, including Cashbox journal entries.

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.

3.2.1 Added Tables

Infognr.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 LAYERTABLECOLUMN NAME
ALLsvc.Dim_ScreeningHLLevelKey field: ScreeningHLLevelId
ALLsvc.Fact_ScreeningResultsKey field: ScreeningResultId
ALLsvc.Fact_ScreeningResultPointsKey field: ScreeningResultPointId


3.2.2 Updated Tables

COUNTRY LAYER

TABLECHANGECOLUMN NAME
SGsvc.Fact_CoreSalePayersModifiedType (was int, 0/1, now nvarchar, Patient/ThirdParty)

AU

svc.Fact_DepositsAddedLocationId
ALLsvc.Fact_JournalEntriesRemovedJournalDate
NZsvc.Fact_NzPaymentTransactionsAddedLocationId
NZsvc.Fact_NzPaymentTransactionsRemovedPayJunctionTerminalId

AU

svc.Fact_PaymentsAddedLocationId

AU

svc.Fact_RefundsAddedLocationId
UKsvc.Fact_UkPaymentTransactionsAddedLocationId
UKsvc.Fact_UkPaymentTransactionsRemovedPayJunctionTerminalId
USsvc.Fact_UsPaymentTransactionsAddedLocationId


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