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 automatically populated. This enhancement eliminates the need for audiologists to verbally provide these details during recordings, as the system seamlessly integrates them into the documentation.

Automating this process not only saves time, but also minimizes transcription errors, ensures consistency across records, and enables clinicians to devote more attention to patient care rather than administrative tasks.

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

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