Public Release Notes - Manage 11.3.0
July 2nd, 2025 Manage 11.3.0
- Order cancellation control – Restrict who can cancel submitted orders or items using a new permission.
- Serial number automation – Automatically add and edit serial numbers at shipment and completion stages.
- Specialist signature support – Upload PNG signatures for use in reports, letters, and claims.
- All-new stock overview report – View detailed aging, status, and serial info for serialized inventory.
- Enhancements for Australia – Updates to support Medicare, Workcover, and GP configuration for AU clinics.
1. WHAT'S NEW
[ALL] Restricting Order Cancellation for Submitted Orders
- Administrators can manage the new "CancelOrder" permission via Company Settings → Roles.
- Admin roles have this permission by default.
- Users with permission:
- Can cancel items from the three-dot menu > Cancel (1).
- Can cancel full orders using the Cancel order button (2).
- Users without permission:
- Will not see any cancellation options.
- Draft orders can still be removed without restriction.
[ALL] Specialist Signature Configuration
- Upload signature under a new Signature tab on each specialist profile.
- Use signature insert fields when configuring templates for Patient letters, Appointment reports and Battery & Maintenance Claims:
- Specialist (kept in Patient's Personal info)
- Appointment specialist
{Specialist} to {Specialist.details.Specialist.name}). The new placeholders behave the same as the previous ones.[ALL] Document Status Tracking in History
- Tracks status changes (e.g., Created/Draft → Updated/Signed) for each document in the patient's History.
- Displays date, action, and user for each document status update.
- Supports all hardcoded statuses used in a dropdown list at Documents → Edit File Details → Status.
INVENTORY
[All] Automated Serial Number (ASN) Handling
API v2
- When shipping orders via API, serial numbers are automatically recorded.
- These are displayed in the Complete Order dialog and can be edited if needed.
- API endpoints support a serialNumbers parameter.
- Serial numbers are now part of the OrderLineItemShipped event for tracking and integrations.
POST /api/v2/orders/{id}/ship – injects serial numbers for multiple line items in a single API call.- Even if some line items are missing serial numbers, all items will be marked as “Shipped.”
- After this call, serial numbers cannot be automatically injected via API for the remaining items. Manual entry via UI is still possible.
POST /api/v2/orders/{orderId}/line-items/{id}/ship – injects serial numbers per line item.- Only the specified item is marked as “Shipped.” Remaining items stay “In Progress.”
- Recommended when you want to process shipments item by item.
[All] Stock Overview Report
- Product details: name, description, category, color, serial number
- Location, stock status (Available/Reserved), quantity
- Age of stock (in days)
2.IMPROVEMENTS
[ALL] Notifications: Appointment Location Placeholder Added
[ALL] Product Description in Printouts
- [name] - parameter for product name
- [description] - parameter for product description
[AU] GP Configuration: Expanded Limit of Practices
[US] Finance Printouts: Show Payment Allocations
Payment allocation details are now included in patient-facing printouts. Payment breakdowns appear on invoices and quotes improving transparency and supporting financial tracking.
[AU] Medicare Referral Enhancements
- Referring physician and Requesting physician now function as dropdowns instead of text fields saving time and reducing manual entry and errors
- Practice fields were added to indicate the physician's practice
- Once Practice is chosen, the Practice's Medicare number appears automatically
[AU] Medicare Referral Data in Printouts and Report Templates
[AU] Flexible Payer Fields
- In Medicare, Medicare number and expiry date fields are now optional.
- In Other payers, Private health insurance provider field is now optional.
[AU] Specialist Validation for Medicare and Workcover Sales
- The Medicare payer is disabled in the payer selection.
- An error message is shown.
- The user can still proceed, but without the Medicare/Workcover payer.
3. PUBLIC API
[All] GET – Timeslot API Accuracy Adjustment [v2]
The adjusted Timeslot API logic reflects override rules and appointment templates. CRM systems can now retrieve timeslots filtered to show only those available for specific appointment types, with a new isAllReason attribute indicating slot restrictions. This ensures more accurate and precise booking options based on specialists’ template-based schedules.
GET /api/v2/online-booking/locations/{locationId}/specialists/timeslots – Timeslot API
4. TECHNICAL REQUIREMENTS UPDATE
4.1 Current System Requirements
| Operating systems | Windows 10, Windows 11, macOS |
| Supported browsers | Chrome (latest version), Edge (latest version) |
| Language preferences | English |
| Country layers | UK, AU, US, NZ |
| Bridge version | Bridge BE - 2.4.0 + Client 2.4.0 |
| Listo version | 1.3.3, 2.0.0 |
| Zapier version | AuditData (4.2.4) |
| Screen resolution | 1920x1200 |
| Internet connection speed | 10Mb/s |
4.2 DWH Schema Changes
COUNTRY | TABLE | CHANGE | COLUMN |
| Dim_AppointmentFirstAvailableSlot | Added | AppointmentOriginalStartDateTz, AppointmentOriginalEndDateTz, StartDateTz, EndDateTz (datetimeoffset) |
| Dim_AppointmentReason, Dim_AppointmentReasonCategory, Dim_AppointmentStatus, Dim_AppointmentTag, Dim_AppointmentType, Dim_CancellationReason, Dim_Country, Dim_DidNotAttendReason, Dim_EmploymentStatus, Dim_Gender, Dim_GeneralPractitionerLetter, Dim_HearingLossLevel, Dim_HearingLossShape, Dim_HearingLossType, Dim_Language, Dim_Location, Dim_LocationWorkingHour, Dim_MedicalReferralDestination, Dim_MedicalReferralReason, Dim_Outcome, Dim_PatientStatus, Dim_ReferralCancellationReason, Dim_ReferralDischargeReason, Dim_Region, Dim_Resource, Dim_ResourceType, Dim_ServiceType, Dim_Specialist, Dim_SpecialistCategory, Dim_TimeZone, Dim_Title | Added | CreationDateTz, ChangeDateTz (datetimeoffset) |
UK | Dim_NhsBatteryFulfillmentPreference, Dim_NhsEthnicityCode, Dim_NhsServiceDefinition, Dim_NhsTariff | Added | CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_BatterySetting, Dim_DiscountOption, Dim_NotMatchingDiscount, Dim_StockProductItem, Fact_AutomaticBatteriesProvisionLogs, Fact_AutomaticBatteriesProvisions, Fact_StockTransactions | Added | CreatedOnTz, ModifiedOnTz (datetimeoffset) |
AU | Fact_CreditNotes, Fact_Exchanges, Fact_Invoices, Fact_Quotes | Added | CreatedOnTz, ModifiedOnTz (datetimeoffset) |
| Dim_ClinicalCommissioningGroup | Added | OpenDateTz, CloseDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_ClosedDay | Added | ClosedDayTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_GeneralPractitioner | Added | CloseDateTz, JoinParentDateTz, LeftParentDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
UK | Dim_NhsContract | Added | StartDateTz, EndDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Fact_Appointments, Fact_Referrals | Added | StartDateTz, EndDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_PathwayTemplate, Fact_PathwayTasks | Added | CreatedDateTz, LastModifiedTz (datetimeoffset) |
| Dim_Practice | Added | CloseDateTz, JoinProviderDateTz, LeftProviderDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_PracticeCcgLink | Added | JoinCcgDateTz, LeftCcgDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_Recurrence, Dim_SpecialistScheduleSlot | Added | StartDateTz, EndDateTz, CreationDateTz (datetimeoffset) |
| Dim_SpecialistRoster, Fact_ReferralStatusChanges | Added | DateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Dim_User | Added | CreationDateTz, TemporaryLockExpiresAtTz (datetimeoffset) |
AU | Fact_DeliveryNotes | Added | ActualDeliveryDateTz, StartWarrantyDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset) |
| Fact_MedicalReferrals | Added | DateTz, SentDateTz, CreationDateTz, ChangeDateTz (datetimeoffset) |
| Fact_Pathways | Added | CompletedAtTz, StoppedAtTz, CreatedDateTzTz, LastModifiedTz (datetimeoffset) |
| Fact_PathwaySteps | Added | StartedAtTz, CompletedAtTz, SkippedAtTz, CancelledAtTz, CreatedDateTz, LastModifiedTz (datetimeoffset) |
AU | Fact_Payments | Added | PayDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset) |
AU | Fact_Refunds | Added | RefundDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset) |
AU | Fact_Replacements | Added | DateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset) |
| Fact_SimpleAccounting | Added | BookingDateTz (datetimeoffset) |
| Fact_Surveys | Added | CreationDateTz, LastModifiedTz (datetimeoffset) |
| hDim_LocationLinkHistory | Added | CreationDateTz, DeletionDateTz (datetimeoffset) |
AU | Dim_HSP | Added | ServiceProviderCertificationSpecialistQpNumber |
AU, NZ | Fact_LnDOrders | Added | PreviousStatusId |
Removed | LastCreateSaleCorrelationId, LastCreatedSaleErrorCode, LastCreatedSaleErrorMessage | ||
NZ | Fact_NzProducts | Removed | Color |
AU | Fact_PayerSales | Added | SpecialistProviderNumber |
AU
| Fact_ProductSales
| Removed | Color |
Added | CreatedOnTz, ModifiedOnTz, WarrantyExpirationDateTz (datetimeoffset) | ||
AU | Fact_Sales | Added | SpecialistQPNumber CreatedOn, ModifiedOn (datetimeoffset) |
UK | Fact_UkProducts | Removed | Color |
US | Fact_UsProducts | Removed | Color |
5. SOLVED ISSUES
[UK]
- Fixed an issue that prevented invoice creation rules from saving, which had blocked NHS invoice generation.
- Resolved a bug where updating service flags via the Import/Export tool broke existing NHS tariff links.
- Deleting a draft sale now correctly releases the associated hearing instrument serial number back to stock.
[AU]
- When filtering by region and selecting an individual location, the “All Locations” checkbox is now correctly set to true.
- Manual payer selections are now retained after logout.
- Fixed an error that occurred when printing invoices.
- Corrected 3FAHL value display in HSP claims.
- Resolved a validation error that occurred for expired Battery & Maintenance plans (AU).
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