1. Role-based access for credit notes and refunds: Gain tighter control over financial actions with new permissions that let you assign credit and refund capabilities by user role.
   
2. Manual payer selection for patient sales: Reduce billing errors with a new setting that requires users to manually select payers, ensuring greater accuracy.
   
3. Consent activation control: Enable or disable the Consent feature per environment to better align with your organization’s compliance workflows.
   
4. Standardized relationship types for claims: Improve claim accuracy and reduce rejections with a predefined list of relationship types to the insured person aligned with CMS-1500 and Waystar standards.
   
5. Claim voiding: Maintain clean financial records and streamline claim corrections with the new ability to void submitted claims. 

1. WHAT'S NEW

COMPANY SETTINGS

[ALL] Role-Based Access for Credit Notes & Refunds

To enhance financial oversight, two new role-level permissions have been introduced: Create Credit Note and Create Refund. These permissions allow administrators to control who can perform credit and refund actions in both Patient Sale and Fast Track Sale workflows. This ensures that only authorized staff can manage financial adjustments.

HOW IT WORKS:

1. Users without the appropriate permissions will not be able to see the Credit Note or Refund options and perform related tasks. 

Permissions can be configured under: Company Settings > Roles > [User Role] > Permissions tab.

The Create Credit Note and Create Refund permissions function independently. Granting one of them does not automatically enable the other. This means administrators can assign access to credit notes, refunds, or both, depending on the specific responsibilities of each user role. For example, a user may be allowed to issue refunds but not create credit notes, or vice versa.

PATIENTS

[AU] Manual Payer Selection

This feature changes the default behavior of Patient Sales by starting with no payers selected. The Manual Payer Selection ensures no payers are preselected when starting a new Patient Sale and that users have the option to manually choose the relevant payers. This reduces billing errors and improves data accuracy by requiring users to actively choose only the relevant payers.

HOW IT WORKS:

1. Enable the option via Environment settings > Finance settings > Sale related > Payers by checking the “Unselect Payers” option.
   
   
   
   
2. When enabled, all payers (including the patient) are unselected by default when a new patient sale is created.
   
   
   
   
   
   

1. Left image: Consent configuration options are visible when the feature is enabled.
   
2. Right image: Consent configuration options are hidden when the feature is disabled.
   
   

FINANCE

[US] Relationship Type Mapping for Claim Submissions

This feature introduces a standardized list of relationship types to the insured, aligned with CMS-1500 and Waystar requirements. By ensuring consistency across printed and electronic claims, it helps reduce claim rejections caused by incorrect or unsupported relationship codes. Users can now select from a predefined list (including Self, Spouse, Child, Employee, Life Partner, and others) ensuring accurate data entry and smoother claims processing.

[US] Claim Voiding for Accurate Billing Management

The Void Claim feature allows authorized users to cancel submitted claims that were created in error or require correction. This helps maintain accurate financial records and supports proper claim management without disrupting the overall billing workflow.

1. Allows correction of claims submitted with incorrect or duplicate information
   
2. Supports returns or cancellations, such as when a patient returns hearing aids
   
3. Automatically applies the correct resubmission code and reference when integrated with Waystar
   

PREREQUISITES:
Access to the claim voiding functionality is controlled through a dedicated permission called "VoidClaim". This permission must be explicitly assigned to user roles within the system. Only users with this permission will be able to initiate the voiding process for claims. This ensures that void actions are limited to authorized personnel, supporting proper oversight and reducing the risk of unauthorized or accidental claim cancellations. The permission is available globally and can be configured through the company’s role-based access settings.

1. Initiate the void by clicking the respective control 
2. On the Void claim dialog:
1. Optionally enter a void reason
   
2. Use the pre-filled resubmission code 8 – Void Claim (not editable)
   
3. Confirm or edit the Original Reference Number (pre-filled from the Diagnosis tab)
   
   
   
   
3. Submit the request
   
1. For manually submitted claims, the status changes to Voided immediately.
   
2. For Waystar-submitted claims, the status becomes Void Requested until confirmation is received, after which it updates to Voided.
   
   
   
   
4. To verify the status or manage voided claims, use the status filter on the left side of the Claim List page.
   
   
   
   
5. Voided claims can be printed using the print icon directly from the Claim List or from within the individual claim view.
   
   
   

NOTE:
The "Void" button becomes available for claims that are in the Submitted status, indicating that the claim has been sent but not yet finalized or processed. This ensures that only claims still eligible for cancellation (before approval or rejection) can be voided, helping maintain control over claim corrections and preventing changes to finalized records.

1. Users with both Edit Finance Settings and Credit Card Payment permissions can fully manage the Payment Provider settings, including setting or updating the Application Key.
   
2. Users with the Edit Finance Settings but without Credit Card Payment permission can view the settings but cannot make changes, ensuring visibility without compromising control.
   

PATIENTS

[ALL] Serial Number Search for Product Sales

This enhancement introduces type-ahead search for selecting serialized products during sales creation. Instead of manually scrolling through long dropdown lists, users can now quickly locate serial numbers by typing partial values. This streamlined approach significantly improves efficiency, reduces the risk of selection errors, and enhances the overall user experience, especially in environments with large, shared inventories.

[US] Hearing Services Program Template Updates

The following Hearing Services Program (HSP) templates have been updated to align with the latest official form structures:

1. Tax Invoice and Claim for Payment Form
   
2. Device Quote Template
   
3. Maintenance Agreement Form
   

1. Streamlined access to region-specific claims data
   
2. Improved efficiency in data review and export processes
   
3. Enhanced support for regional reporting and analysis
   

[US] Сharge Allocation Handling Without CPT Code Entry at Sale

1. Financial accuracy is preserved by maintaining charge allocations regardless of when the CPT code is added.
   
2. Workflow flexibility is improved by allowing corrections at the claim stage.
   

1. Navigate to the Services tab of the respective Claim and click .
   
2. On the Charges allocation screen, you can make adjustments to your allocations.
   
   
   

[US] ZIP Code Naming Adjustment

1. "Post discounted price" is now "Gross price"
   
2. "Post discounted price excl. VAT" is now "Net price"
   
3. "VAT" is now "Tax"
   

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HOW TO USE

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

[All] GET, PUT, POST – Track How Appointments Are Created [v2]

GET /api/v2/scheduler/appointments – Retrieves appointments  

GET /api/v2/online-booking/locations/{locationId}/specialists/timeslots - Retrieves available time slots for specialists at a specific location.

GET /api/v2/inventory/manufacturers/{id} – Retrieves a manufacturer by its unique ID.
PUT /api/v2/inventory/manufacturers/{id} - Updates an existing manufacturer record using its unique ID.
POST /api/v2/inventory/manufacturers - Creates a new manufacturer.

GET /api/v2/inventory/suppliers - Retrieves a paged list of all available suppliers.
GET /api/v2/inventory/suppliers/{id} - Retrieves a supplier by its unique ID.
PUT /api/v2/inventory/suppliers/{id} - Updates an existing supplier record using its unique ID.
POST /api/v2/inventory/suppliers - Creates a new supplier.

GET /api/v2/inventory/states – Retrieves states for AU and US.

4.2. DWH Schema Changes

 4.2.1 Added (Removed) Tables

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.

1. An issue has been resolved where labels in the Purpose column of Message Templates list screen were shown as internal code references instead of readable text. These labels are now displayed correctly, improving clarity and consistency across environments.
   

1. An issue has been resolved where the Invoice Amount and Outstanding Amount were not updated in the overview after a Fast Track invoice was created and credited. As a result, the outstanding amount did not reflect the expected negative value when a refund had not yet been processed. These values are now updated correctly, ensuring accurate and timely financial information in the sales overview.