About this release
April 5th, 2024
Introducing Manage version 9.3.0 brings a number of exciting new features and usability enhancements. Experience a whole new level of inventory management, streamline
lead processing and allocation, and maximize the value of your appointments
with an informative summary page. It will be released to all Manage environments on Friday, April 12th.
1. Key Feature Highlights
Appointment summary: gain comprehensive insights into Patient appointments with a consolidated view of clinical data on one page.
Lead allocation: get a fast overview and assign leads to specialists as needed.
- Task management: stay on top of your tasks and appointments with a new dashboard tailored for efficient workflow management.
- Inventory handling: optimize
your stock management with additional attributes for
precise inventory tracking and processing.
- Resolved Issues: We have successfully addressed and resolved several key issues to further enhance your user experience.
2. What's new?
Finance
Split sales commissions: Employee commissions can now be distributed and adjusted based
on user role permissions, guaranteeing that only individuals with a valid
practitioner number are correctly accounted for on the invoice.
Guarantee
invoice accuracy: A new setting
has been added to the environment settings preventing users from editing the
serial number before the invoice is generated. When this setting is enabled,
users cannot include the serial number in the item until the invoice has been
created.
Ensure correct HSP claim exporting: A new
restriction has been implemented in the environment settings, preventing the
creation of claims if an HSP Voucher was created less than 48 hours ago.
'Already Claimed' rule: The HSP
'Already Claimed' rule is designed to prevent individuals from claiming certain
items more than once in their lifetime, helping to distribute resources
equitably among all participants.
Inventory
Avoid serial number duplication: Avoid errors with validation alerts for duplicate serial numbers.
Improve stock management: Expand product details by assigning additional attributes to products configurable in the Environment settings.
Tasks
Instantly view key tasks and appointments for the day: Make the most of the new dashboard, ensuring your team has a structured and clear outline of their schedule to manage their responsibilities effectively.
Workflows
- Enhance patient workflows: Users can now include tasks as workflow activities, as the Tasks module has been integrated into the Workflow module.
Specialist
- Define Specialist QP number per every assigned location: Ensure that each assigned location has the appropriate specialist set up with a unique QP
number for identification purposes. By using this identification system, you can streamline operations and ensure that the right specialist is assigned to the right location.
Patient
- View all appointment details from a single page: Easily
access important clinical information for appointments by customizing the
Appointment Summary page. Review patient-related notes, documents, workflows,
and clinical data.
- Get a quick overview of all leads in the system: Efficiently
manage leads by utilizing the new lead page to gain a comprehensive overview of
all patient leads, use search filters to quickly locate specific leads, and
promptly assign leads to designated specialists.
Settings
- Manage practices and GPs efficiently: Easily upload General Practitioners (GPs) and Practices from
the site or by importing a CSV file. You also have the option to manually
create, update, or delete them as needed. This feature allows for efficient
management of your healthcare professionals and facilities.
3. Improvements
Company settings: Users will be able to search for the required role within the user roles grid by name or description.
Patient: Enhancements
to patient search now allow for searching by partial phone number of the contact person.
Patient: Users can open a patient details page assigned to a task.
Patient: Users are able to store information about the initial user, location and assigned specialist lead outcome.
Patient: New fields are available on the patient letter configuration.
Tasks: The tasks page now has a default view and filters for better organization and navigation.
Tasks: Access control based on location has been implemented in the Task service.
Scheduler: Improved security measures with special permissions to edit and manage appointments.
Workflows: The 'Appointment reason' attribute has been added to workflows to identify which specific workflow can be utilized with particular appointment reasons.
Inventory: Serial number displayed on the order.
Inventory: Ability to import HIMSA product catalog.
4. Issues solved
Location: Users can now specify the county and state for each location and set up the
appropriate location configuration.
Location: The
addition of the state field in the address section of the patient screen aims
to enhance data migration and provide more detailed information.
Related Articles
Public Release Notes - Manage 10.4.0
About this release November 4th, 2024 Manage 10.4.0 We are excited to introduce a range of new features and enhancements designed to elevate your practice’s efficiency and patient care. This release includes several notable additions: Current Hearing ...
Public Release Notes - Manage 9.3.1
About this release April 29th, 2024 Manage 9.3.1. In this release, we have prioritized patient-related fixes and addressed integration issues. Issues solved in this release Patient settings: The error encountered when opening the custom fields ...
Public Release Notes - Manage 9.3.6
About this release June 17th, 2024 Manage 9.3.6. In this release, we have enhanced the Patient, Finance and the Report modules as well as addressed issues related to appointment notifications, export and HSP claims, invoices and reports. Improvements ...
Public Release Notes - Manage 10.0.0
About this release July 3rd, 2024 Manage 10.0.0 The release of Manage version 10.0.0 introduces numerous innovative features and enhancements aimed at improving user experience and operational efficiency. Explore enhanced patient record management, ...
Public Release Notes - Manage 10.1.0
About this release August 5th, 2024 Manage 10.1.0 Welcome to the latest release of our software - Manage 10.1.0! In this version, we have introduced a range of exciting new features and enhancements, while also addressing various issues to improve ...