Public Release Notes - Manage 11.7.0

Public Release Notes - Manage 11.7.0

About this release

November 3, 2025, Manage 11.7.0

Manage 11.7.0 introduces a suite of new features designed to enhance control, accuracy, and visibility across clinical and operational workflows. Key highlights include:
  1. Granular permissions for serial number entry during sales, repairs, and Loss & Damage (L&D) processes – helping clinics maintain inventory integrity and streamline user roles.

  2. Ability to create matching patient and lead records with identical names and dates of birth – improving flexibility while maintaining data accuracy and user awareness of potential duplicates.

  3. New reporting capabilities that provide actionable insights into product replacements and task management across locations.

  4. Several usability and system enhancements – including pre-filled clinical data in AI-generated documents, unified phone number validation, and more flexible product pricing through funder code assignment – all designed to reduce manual effort and promote consistency across the system.


1. WHAT'S NEW

COMPANY SETTINGS

[ALL] Permission for Controlled Serial Number Entry During Sales

Company settings > Roles

A new permission, EnterSerialNumberOnSale, has been introduced to give clinics more control over how serial numbers (S/N) are assigned during the sales process. This helps ensure accurate inventory tracking and supports consistent workflows by limiting manual S/N entry to authorized users.

When the permission is granted to a user (via Company settings > User roles), they can manually enter a serial number using the + NEW S/N button during sales order creation. If the permission is not granted, the button is hidden and the user must select a serial number from available stock.



[ALL] Controlled Serial Number Entry Permissions for Repair Orders and L&D Requests

Company settings > Roles

New permissions have been introduced to manage how serial numbers (S/N) are entered or selected during Repair Orders and Loss & Damage (L&D) workflows. These updates help clinics prevent unintended stock deductions and ensure serialized items are tracked appropriately.

If a user does not have the required permissions, the option to manually enter a serial number in Repair Orders and Loss & Damage (L&D) Requests will not be available:
  1. EnterSerialNumberOnRepairOrder – Allows manual S/N entry for Repair Orders
  2. EnterSerialNumberOnLnD – Allows manual S/N entry for L&D requests
EXAMPLE: 
User view of a Repair Order with the assigned "EnterSerialNumberOnRepairOrder" permission



User view of a Repair Order without the "EnterSerialNumberOnRepairOrder" permission



Each permission is independent and must be granted separately via Company settings > User roles. For example, a user with the EnterSerialNumberOnRO permission can manually enter a serial number on a Repair Order but will not be able to do so on an L&D request page unless the EnterSerialNumberOnLD permission is also assigned.


PATIENTS

[ALL] Support for Matching Patient/Lead Profiles

Patients/Leads

You can now create multiple Patients or Leads with the same first name, last name, and date of birth. This update accounts for situations where different individuals may share the same name and date of birth.
Key improvements in patient record handling:
  1. Matching records are allowed without requiring changes to name or DOB.
  2. A confirmation dialog notifies users when a similar record exists, allowing them to proceed or cancel.



  3. Online Booking search logic has been updated to reduce the risk of selecting the wrong patient.
This change improves data accuracy and flexibility while maintaining user awareness of potential duplicates.

REPORTS

[ALL] Replacements Overview Report

Reports > Inventory reports > Replacements overview report

A new inventory report has been introduced to list product replacements in a structured, exportable table. It supports finance, inventory, and operations teams in reconciling product movements and verifying related financial documentation. 

Replacements Overview report includes key details such as:
  1. Region and location 
  2. Replacement date and type
  3. Product information (name, category, S/N, battery type)
  4. Patient ID and name
  5. Invoice date and number (where applicable)
Users can customize the output using parameters like date range, area, region, location, and replacement type.

[ALL] Tasks Report

Reports > Tasks report

This report provides an overview of task activity across clinics, helping teams monitor assignments, track overdue items, and improve follow-through on patient-related actions. 

The Tasks Report includes key data points such as:
  1. Assigned user
  2. Region and location
  3. Patient link flag, patient name, ID, phone, and email
  4. Task name, priority, status, and category 
  5. Due date and time
  6. Overdue and past-due indicators
Users can filter the report by date range, area, region, location, task status, category, overdue flag, and assigned user. 

2. IMPROVEMENTS

PATIENTS

[ALL] Pre-populated Data in AI Documents

Patients > Documents

During AI-powered document generation, essential details are now seamlessly populated. This enhancement removes the need for audiologists to verbally provide these data points during recordings, as the system intelligently integrates them into the documentation. This streamlined process not only saves time, but also reduces transcription errors, ensures consistency across records, and allows clinicians to focus more on patient care than administrative tasks.

The AI transcription functionality now fills insert fields automatically, covering patient and contact details, referral information, and relevant payer data (e.g., Medicare, DVA, HSP, Workcover). It also supports custom fields, marketing preferences, and additional contact information.

[ALL] AI Journal Note Enhancements

Patients

AI generated Journal Note has been updated. The output now includes clearly defined sections — Subjective, Objective (with Otoscopy, Tympanometry, and Pure Tone Audiometry), Interventions, Evaluation, and Plan — making clinical documentation more organized and easier to interpret. 

This structured format improves clinical clarity, allowing healthcare professionals to quickly understand patient history, findings, and next steps. It also enhances interoperability, meaning the notes can be more easily shared, integrated, and reused across different healthcare systems and platforms. By using consistent headings, bullet formatting, and explicit clinical data, the new format supports faster review, better collaboration, and reliable record-keeping.


PATIENTS/LEADS

[ALL] Unified Phone Number Validation

Patients/Leads > All applicable fields

Phone number fields for patients, leads, and their contacts now follow a consistent format and validation process, supporting mobile, work, and home numbers. Users select a country code from a dropdown list, then enter the phone number using digits only. As they type, the number is automatically displayed in the correct format for that country.

Key improvements in phone number handling:
  1. Copied numbers are automatically verified for accuracy.
  2. Valid numbers are saved and formatted according to the relevant country standard.
  3. Invalid numbers are marked with an error message and can be manually corrected before saving.



  4. The country code is automatically pre-filled based on system settings.
All phone numbers are saved in a standard international format (e.g., +4512345678), making them reliable for calls, messages, and integrations.


INVENTORY

[ALL] Funder Code Assignment in Product Catalog

Inventory > Product catalog

The product catalogue now supports funder code configuration at the price book level, allowing clinics to link specific funding details directly to product pricing. This enhancement improves pricing flexibility and ensures that funder codes are appropriately reflected across product records, price books, and relevant printouts. It also supports more accurate reporting and facilitates smoother settlements with third-party payers by ensuring clear product identification across systems.

HOW IT WORKS:
  1. Navigate to Inventory > Product Catalog.
  2. Select an existing product and click to edit or click Add New Product to create a new entry.
  3. On the Product details tab, locate the Price Book dropdown.
  4. Choose one or more price books.
  5. Click the Set Prices icon.



  6. In the Set prices for price books modal, an optional Code field is available for each selected price book.



  7. Enter the funder code (up to 96 characters) along with required pricing details.
  8. Click Save to apply changes.
  9. The code will appear in the Code column for the selected price book(s) and is synchronized with the product record.

InfoWhen a product is deleted or edited directly at the price book level, the changes will automatically be reflected at the product catalog level:
  • If a product is deleted from a price book, that price book will no longer appear as selected in the product details of the product catalog.
  • If a product is edited in the price book, the updated values will be automatically reflected in the product catalog.

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.


PATIENT SALE

[ALL] GET – Invoicing API: Updated SKU Side Attribute Handling [v2]

The Public API for invoicing has been updated to improve how SKU data is handled. The previous method of calculating SKU values has been replaced with a more efficient approach that retrieves SKU data – including side attribute details – when a product is added to a sale. This change ensures more accurate and complete product identification across invoicing-related endpoints.

Endpoints - v2
GET /api/v2/invoicing/sales/{saleId}/products – Returns a list of sale products for a given sale. 
GET /api/v2/invoicing/sales/products/{saleProductId} - Returns details of a specific sale product.
GET /api/v2/invoicing/sales/{saleId}/invoices - Returns a list of sale invoices for a given sale.
GET /api/v2/invoicing/sales/{saleId}/credit-notes - Returns a list of credit notes for a given sale.
GET /api/v2/invoicing/sales/{saleId}/delivery-notes - Returns a list of delivery notes for a given sale.
GET /api/v2/invoicing/sales/{saleId}/trials - Returns a list of trials for a given sale.

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
Bridge versionBridge BE - 2.5.0 + 2.5.0
Engage version

1.3.3, 2.0.0

Zapier versionAuditData (4.2.4)
Screen resolution1920x1200
Internet connection speed10Mb/s

4.2 DWH Schema Changes

 4.2.1 Updated Tables
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.

COUNTRY LAYERTABLECHANGECOLUMN NAME

US, UK, AU, NZ

Dim_ProductSaleDiscountOptionAddedProductSaleDiscountOptionId
ChangeDate
ChangedBy
CreatedBy
CreationDate
IsDeleted

5. SOLVED ISSUES

COMPANY SETTINGS

[ALL] Issue with Adding Multiple Permissions to User Roles 

Company settings > Roles > [selected role] > Permissions
  1. An issue was corrected that had previously limited users to assigning only one permission at a time when configuring user roles. Selecting a permission disabled search and pagination, preventing further navigation through the permissions list and requiring users to exit and re-enter the interface to add additional permissions. This behavior was addressed to support the assignment of multiple permissions within a single session, with uninterrupted access to search and navigation features.

PATIENTS

[AU] Inconsistent Field Labels for 3rd Party Payers

Patients > Personal Info > 3rd party payers
  1. An issue was resolved where field labels for 3rd Party Payers were displayed inconsistently after a new entry was saved. To ensure clarity and prevent data entry errors, the field names were standardized so that they remain consistent before and after saving.

[ALL] Font Formatting Lost in PDF Export of Appointment Reports

Patients > Appointments > Appointment report
  1. An issue was resolved where proprietary fonts were not retained during PDF export of appointment reports due to licensing restrictions. The font selection has been streamlined to include only freely available alternatives, ensuring consistent styling and dependable rendering across all exported reports.

[ALL] Side Сhange is Not Reflected in the Patient's Current Hearing Aid Section

Patients > Summary tab > Current Hearing Aid section
  1. An issue was resolved where changes to the device side during Repairs and Loss & Damage requests were not reflected in the Current Hearing Aid section of the Patient Summary tab. The system now ensures that side changes are properly saved and displayed, maintaining accurate device information.

FINANCE

[AU] Refund Total Doubles when Refund is Processed after a Credit Note 

Finance > Search Patient Sale > + Fasttrack Invoice 
  1. An issue was resolved where the total refund amount doubled when processing a refund after issuing a credit note in Fastrack Invoice. The system now correctly calculates and displays the total refund amount, ensuring it reflects the original transaction value.

FINANCE/PATIENTS

[AU] Error Triggered When Creating a Fastrack Invoice with Discount

Finance > Search Patient Sale > + Fasttrack Invoice 
Patients > Patient sale
  1. An issue was resolved where users encountered an incorrect error message when attempting to create a Fastrack Invoice for a discounted sale. The system has been updated to prevent incorrect appointment-related validation from running, allowing Fastrack Invoices to be created successfully.

INVENTORY

[ALL] Price Books Display and Removal Issues on the Product Details 

Inventory > Product catalog > [selected product] > Product details tab
  1. An issue was resolved where product prices were not displayed for all selected price books in the "Set prices for price books" dialog. Additionally, changes to price book selections in the "Price book" dropdown field – such as removing previously selected entries – were not saved correctly. The system now ensures that prices are shown for all selected price books and that updates to selections are properly saved and reflected on the Product Details tab.

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