Public Release Notes - Manage 9.2.0
About this release
December 18th, 2023
Welcome to the latest update of Manage, version 9.2.0, where we're excited to introduce a range of new features and usability enhancements designed to streamline your workflow and expand your integration capabilities.
1. Key Feature Highlights
- New Integration Capabilities: Extend your reach with our enhanced public API, seamless data exchange with Zapier, and innovative Engage/Listo integration for lead generation.
- Enhanced Usability: Experience improved navigation and more intuitive interfaces across the platform.
- Resolved Issues: We've tackled and resolved 20 key issues to ensure a smoother experience.
2. What's new?
Noah Bridge Offline Mode:
Work uninterrupted without internet connectivity using the Noah Bridge module. Quickly synchronize your data with the online database when you hop back online.
PDF Template Support in Documents:
Import and create dynamic PDF templates with ease.
Extended Public API:
Fetch detailed appointment reasons and patient custom fields.
Ipad Hearing Screener Integration with Auditdata Engage:
Generate patient leads directly from our hearing screener, Engage
- Streamline appointment creation and changes with Google and Outlook. With a few simple steps, you can easily transfer appointments from Manage to Outlook and Gmail and add them to your calendar.
- Send SMS reminders effortlessly using Twilio. Schedule appointment notifications and personalize communication with your clients.
Enhanced Patient Management:
- Record multiple addresses per patient for comprehensive contact details.
- Specify billing addresses for clear and accurate invoicing.
- New appointment summary tab for a consolidated view of patient appointments.
- Updated GP and practice details for quick reference on patient cards.
Dynamic Attributes in Product Catalog:
Add and manage dynamic attributes seamlessly.
HIMSA Standard Compliance:
Easily import HIMSA-compliant product catalogs.
Appointment Labeling in Scheduler:
Customize appointments with unique labels.
New Default Settings:
Get started quickly with editable default configurations. Learn how to set up with our new online e-learning course: This course is tailored for administrative users of Manage, focusing on mastering navigation across various settings related to your company and environment: https://www.auditdata.com/courses/manage/company-and-environment-settings/#/
Expanded Specialist Data Fields:
Include essential details like titles and NPI numbers.
Patient Titles: You have to manually turn on all the available titles if no titles are presented in patient creating/editing. You have to go here: environment settings -> Patient -> titles.
3. Improvements
Clinical Data Selection: Choose from ASHA-defined hearing loss values.
Enhanced Patient Letter Templates: Improved generation, saving, and opening of PDF templates.
Online Booking API Update: Enhanced with additional patient information.
NOAH NHAX Import Improvements: More robust data validation.
Pathway Module Enhancements: Introduce new inbound referral steps.
UI Overhaul on Patient Card: Improved fonts, colors, and layout for a better user experience.
Advanced Practitioner and Practice Data Management: Edit and update information with greater ease.
Configurable Mandatory Fields: Tailor patient attribute settings to your needs.
Administrator Tools Enhancement: More control over product catalogs and dictionaries.
4. New E-learning Courses:
Every journey begins with a kick-off meeting, a tailored demo session setting the stage for what's ahead. Enjoy complimentary access to our E-Learning courses. Whether seeking essential remote guidance or in-depth advanced training, we've curated various remote programs to meet your needs. For those seeking a bespoke touch, our customized in-person training awaits, ensuring you derive maximum value. As you grow, we would like to consider our certification programs and the option to customize or transfer E-Learning modules, embodying our commitment to your continuous growth.
| Getting Started with Auditdata Manage | https://www.auditdata.com/courses/manage/getting-started-with-auditdata-manage/ |
| Company and Environment Settings | https://www.auditdata.com/courses/manage/company-and-environment-settings/ |
| Patient Management | https://www.auditdata.com/courses/manage/patient-management/ |
| Appointment Scheduler | https://www.auditdata.com/courses/manage/appointment-scheduler/ |
| Noah in Manage | https://www.auditdata.com/courses/manage/noah-in-manage/ |
| Billing and Finance | https://www.auditdata.com/courses/manage/billing-and-finance/ |
Inventory and Stock | https://www.auditdata.com/courses/manage/inventory-and-stock/ |
Notifications and Engagement | https://www.auditdata.com/courses/manage/notifications-and-engagement/ |
| Documentation and audit trail | https://www.auditdata.com/courses/manage/documentation-and-audit-trail/ |
| Reports | https://www.auditdata.com/courses/manage/reports/ |
You can always find our online training courses here: https://support.auditdata.com/portal/en/kb/auditdata-manage/e-learning-courses/manage-9
5. Issues solved
Clinical: Audiogram time zone issues.
Document templates: Images in letter templates do not appear in the editor.
Inventory and serial number: Adding Serial Number at Sale using the +SN button does not generate a new stock item.
Inventory: Returning S/N to stock – the S/N is not returned to stock management for some products.
Patient sale and value services: "0" value services cannot be added to Patient Sale.
Patient sales and discounts: Adding a 100% discount causes errors and makes it impossible to continue. Affects all UK clients.
Patient sale and serial numbers: Can't add SN to sales that had a Quote without SN created. Serial numbers can be added to the Quote and then can not be retrieved later if the Quote is rejected.
Patient and countries: Countries are not sorted in alphabetical order on the Patient Card.
Patient and Journal: Error on Journal during data migration.
Patient History and Audit trail: History and Audit Trail issues when shifting from Daylight Saving Time to Standard Time.
Patient and home numbers: Home numbers with 11 digits can't be entered into M9 after the +Country is added, the system is cutting off the last digit of the number.
Patient and landline: Landline numbers with '-' are not imported with NOAH import.
Patient and order management: The patient information pop-up is not showing in Order Management.
Patient and NHAX: Patients with a Home Number populated in the NHAX file do not have a Home Number populated in Manage.
Patient emails and Noah import: Some emails are incorrect after NOAH import and need to be deleted manually and re-typed in, possibly hiding invalid characters.
Permissions: Inconsistency for archived patients' permissions.
Reports: Some reports did not populate all the data.
Scheduler: Recurring appointment time zone issue.
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