The version number is shown below the 'Log In' button on the login screen, it begins with the date in the format YYYY.MM.DD


Next Release

Enhancements


#

Category

Summary

4633ExaminationsBVD has been added to the 'Refraction' component on the examination window. A default value can be set in branch system settings, which is used for all new examinations - the value can be changed within the examination window. Separate BVD's have been added for each refraction.

Setup

Examination Window

 comp4777SystemA progress bar has been added to the 'Activity Log' screen

4778Lens SelectorA 'Stock\Surfaced' lens filter has been added.

4783Patient RecordThe duplicate patient notification has been moved to the top of the screen and made more prominent - a patient is classed as a duplicate if it matches to another record with the same first name, surname and date of birth.

4784Patient RecordA group filter has been added and the note has been changed to appear in bold.

4786Reports2 new reports have been added:

  • Payments by Group (by Cashup)
  • Sales by Group (by Cashup)

487AppointmentsA manual option has been added to mark an appointment as 'Attended' or 'Failed to Attend'. The new button, available under the 'Actions' menu, toggles between the two statuses.

4788Patient SearchA new search option for DOB has been added, in the format 'DD/MM/YYY'

4790OrdersIt is now possible to search for orders by their order number.

4795DispenseA new dispense setting has been added to allow a 'Default Direction' to be set, all new dispenses will use the default direction.

4798
4800		Orders / WIPThe background colour of the 'Required By Date' now changes colour based on its proximity to the required by date.

  • If the required by date is in the past then it is red.
  • If the required by date is today then it is yellow
  • If the required by date is in the future (and within 3 days) it is blue.


This change applies to the orders / work in progress screen and the homescreen orders widget.
4806DispenseA change has been made to allow the notes & measurements to be edited even after a dispense has been confirmed.


Fixes


#

Category

Summary

4793RecallAddresses an issue where sending recalls via SMS/Email/Telephone resulted in an error as no letter format has been selected.
4799StaffAddresses an issue where the Eyeplan username & password in the staff record, appear to be pre-filled when they are empty due to browser auto-complete se
4811TransactionsAddresses an issue where the receipt balance could be negative if the value of vouchers assigned was greater than the balance.

29.10.2024 - Current Release

Enhancements


#

Category

Summary

4407AppointmentsThe ability to 'Show Open Days Only' in the diary has been added, a new toggle option is available below the date picker.


4582OrdersAddress lookup by postcode has been added to the delivery address section of an order, it is displayed when 'Manual Address' is selected.

4592ReportsA 'Detailed' version of the correspondence report has been added, showing all messages sent within the specified data range along with the message status and report totals.

4650RecallAn 'Export' option has been added to the recall screen, available from the 'Letter Format' dropdown.



4708Data MiningThe 'Recalled Between' option has been replaced with 'Contacted Between' and additional options added to for more flexibility.

4749Data MiningThe following new search criteria have been added:

  • Px with email address
  • Px without email address
  • Px with mobile phone number
  • Px without mobile phone number


4750Data MiningWhen sending messages, you now have the option to choose whether to use the 'Marketing' preferences or 'Recall/Notification' preferences.


This is a staff permission that must be enabled (see row below)
4751StaffTwo new staff permissions have been added:

  • Delete Patient Files - must be enabled for the 'Delete' button to be visible within the 'Edit File' window of patient files.
  • Override Marketing Preferences - allows the recall preferences to be used instead of the marketing preferences when sending messages from data mining.
    • Note: This should not be used as a way to send marketing material to patients who have explicitly changed their marketing preferences to not receive marketing.

4756TransactionsThe size of the payments window has been increased to display 3 rows of payment methods before the scrollbar is displayed.

 
4757eGOSA check has been added to ensure eGOS claims cannot be opened by more than one user at the same time.
4759Paragraphs The 'Insert Paragraphs' button is now blue to make it stand out.

4769Data MiningThe 'Okay with marketing via' option has been replaced with 'Okay to be contacted via' and the option expanded to allow the type of contact (SMS/Email/Letter/Telephone) and the reason why (Reminders/Marketing).


Fixes


#

Category

Summary

4767Contact Lens OrdersAddresses an issue where having the 'Paid by scheme' option ticked on a px supply contact lens order will cause a crash if there is no active scheme available that is set to pay for contact lenses.
4768Patient RecordAddresses an issue where the next collection dates did not refresh on the patient record until after a full page refresh.
4774StockCorrects a typo in the 'Create Spectacle Lens' screen (Derressive -> Degressive)

21.10.2024

Enhancements


#

Category

Summary

4672SMSAdditional validation has been added to ensure messages can only be sent to a valid mobile phone number. Where a message cannot be sent, the user will be alerted via a popup and a system notification.

4673ExaminationsThe caption of a tab, added during an examination, can now be modified.

4724DashboardsPerformance improvements for the 'Transactions' dashboard.
4729Stock SettingsThe supplier list, displayed when adding brands, is now sorted alphabetically.
4731StockThe size of the entry fields has been adjusted for 'Description, Supplier, Brand'.
4736DispenseUnconfirmed dispenses can now be printed.
4737DocmailFollowing an update by Docmail, we have added a 'Return Address', the address can by 4 lines of text with each line being no more than 25 characters.

By default the practice address is used, if the address is too large then the user is warned when attempting to send letters to Docmail.

You can modify the address in Settings->Branch->Integrations.

4740AppointmentsIf there is a change to the branch access for a staff member, that staff member will be forcibly logged out and they will need to login again.
4741StockWhen new frame stock records are added, the 'Shelf Item' flag is now automatically enabled - this allows the stock qty to be updated immediately. 
4742StockWhen entering a frame stock record, the user is alerted if an item already exists with the same supplier, brand & model.



Fixes


#

Category

Summary

4732Stock SetupAddresses an issue where the brand filter was not working as intended.
4733Stock SetupAddresses an issue where tabbing between the brand and supplier fields, in brand setup, did not work.


16.10.2024

Enhancements


#

Category

Summary

4704Online BookingBranch contact information is available by clicking the new 'Info' icon, details are displayed in a slide out panel on the right of the page.

  • Address links to location map
  • Telephone number & email address trigger default linked applications
  • Website will open company webpage in a new tab
4711Online BookingWebsite users can now filter available appointments by start date. If no date is entered the next available appointments will be displayed.

4716PatientsThe ability to email a GOS2 prescription/statement to a patient has been added.

Before sending the GOS2 by email, the patient email address must be confirmed by the user and a note is added to the correspondence log to show who sent the email and to which address.


4717AppointmentsA change has been made so that appointments booked at short notice, where a confirmation and reminder would have been scheduled at the same time (due to the appointment being before the scheduled frequency of the reminder), no longer sends a reminder.
4718DashboardsAll dashboards have been updated, so that the default date range is set to the current week. - resulting in dashboards that load more quickly when they are first displayed.
4725AppointmentsIt has been made easier to change the status of non-bookable appointments, making them available for booking again.

A new option 'Make Bookable' has been added to the actions menu.

4726Online BookingWhen filling out the patient details for an online booking, the date of birth is no longer pre-filled - instead the default is simply 'dd/mm/yyyy'.

4727Online BookingThe address lookup by postcode has been made more obvious.




Fixes


#

Category

Summary

4535DispenseAddresses an issue where a refunded deposit amount is still shown until the dispense is confirmed.
4624DispenseAddresses an issue caused by a credit/refund being applied to a dispense where a deposit was taken before the dispense was confirmed - the resulting refunded deposit was not being paid back into the px account.
4710Online BookingAddresses an issue where the staff bio flashes up when the page loads on step 3.


10.10.2024

Enhancements


#

Category

Summary

4326StockThe ability to filter the stock table by the flags, 'Discontinued' and/or 'Shelf Items Only', has been added.

4503PatientsImprovements to the patient payment summary window to make it clearer what a patient has actually paid and the balance that is left outstanding.
4632PatientsAdditional items are now logged to the correspondence log when printed/sent to the patient.

4684OrdersCompleted orders are now automatically hidden from view in the orders screen and the patient order summary. They can be restored by selecting the order status from the drop down list.

A new option has been added to the 'Order Status' table in setup to allow individual statuses to be marked as 'Complete'.

4706TransactionsThe ability to make payment methods inactive has been added (Settings>Transactions>Payment Methods).

4710Online BookingA change to ensure staff details are not displayed unless the px ticks the box for '
4719DashboardsSales items with the same description (from different branches) are now combined into one line in the 'Top 10 Best Selling Items' table.



08.10.2024

Enhancements


#

Category

Summary

4333StockA supplier filter has been added to the 'Download' option, the brand dropdown is filtered by the selected supplier.

4478TransactionsThe white space between transactions has been increased to improve readability.
4584DispenseItems, payments & refunds can now be voided on confirmed dispenses, restrictions apply:

  • Items cannot be voided if they are cashed up, are on a confirmed dispense or order that has been posted to the till, or on a locked receipt (patient account top-up).
  • Discounts cannot be voided if they are cashed up or on a locked receipt.
  •  Payments cannot be voided if they are cashed up, on a locked receipt or are chip & pin transactions (Windcave).
4648AppointmentsThere is a new toggle option to re-send appointment confirmation messages.
The option if off by default and only appears if the appointment reason selected has schedule notifications linked to it.


Confirmations are still send when moving an appointment (copy/paste or drag/drop)
4669Online BookingAdditional information can be added against staff members & appointment reasons, that will be  displayed on the online booking pages.


4670DispenseStyling changes to the dispense summary & dispense confirmation report, including addition of the PD measurement.
4681PatientsWhen a patient record is saved, the sms/email recall/notification contact preferences are automatically ticked where an email address or mobile phone number has been entered.

Marketing preferences are not updated.

4686Business IntelligenceQuick-select buttons have been added to the Reports and Dashboards screens.

A new Financial Year field has also been added to the branch settings, which is used when selecting Q1, Q2, Q3, Q4 or YTD.



Fixes


#

Category

Summary

4440RecallsRecall steps, in recall schedules, can now extend longer than the default period set against the recall category.
4600OrdersOrders reports can now be printed for all order types (spec/custom/contact lens).
4688ExaminationsWhen copying forward clinical procedures, deleted examination records were taken into account - this is no longer the case.
4687StockFixes issues when adding frame variations. 
4698Online BookingAddresses an issue where new patients who have booked an appointment online were not receiving confirmation messages.
4690AppointmentsAppointment summary has been updated to correctly reflect staff actions, when an appointment is/has been marked as online.
4695Contact LensFixes a crash when creating a 'CL Trial Evaluation' where the setup has no refraction or where the tab description has been customised.
4696RecallFixes an issue where recall schedule displayed was not for the selected branch (multi-branch only).
4702ExaminationsAddresses an issue where suspended recalls were not being unsuspended if the recall date was refreshed rather than a new recall being added.



02.10.2024

Enhancements


#

Category

Summary

4358PatientsSimple length validation has been added to the NHS number and the NI number. They can be left blank but if an entry is made then NHS number must be 10 characters and the NI number must be 9 characters.

4380DairyIt is now possible to set the display order for rooms in the diary. The order is set within the rooms setup table of settings.

Settings > Appointments > Rooms

4489ReportingTransaction reports that allow for payment methods to be selected, now pre-select those methods that are marked as 'Cash Up' in the payment methods table in settings.

New buttons have been added to quickly toggle between all payment / cash up methods.
4618
4627
4658		Data MiningThe following options have been added:
  • Patients who have been put on stop for recalls
  • Patients with a total transaction value (items purchased) between 2 dates
  • Patient spend between (payments made) between 2 dates
  • Firstname & surname are now available as separate result columns
4654OrdersThe display order of the 'Order Status' dropdown now follows the display order set in the 'Order Statuses' table in settings (Settings > Orders > Order Statuses).

4657Data MiningThe results of data mining searches can now be exported to a CSV file.

4674ExaminationsThe 'Offline' banner now sticks to the top of the page to ensure better visibility to the user.

4678StockStock validation errors messages, when adding a new frame, disappear as the fields are validated - leaving only those messages that refer to invalid fields.

4680TransactionsPatient spend total in transactions screen has been improved to show 'Total Spend / Amount paid / Amount owing.



Fixes


#

Category

Summary

4543TasksClosing tasks where other users have read a message associated with that task, no longer gives an error and is removed correctly.
4631ExaminationsFixes an issue where the option to choose a clinical assessment result for Both sides was only populating the left.

26.09.2024

Enhancements


#

Category

Summary

4228 / 4581C/L OrdersMultiple updates to the contact lens order process to allow for a more streamlined process.
3882ExaminationsThe ability to create a library of commonly used paragraphs has been added, paragraphs can then be recalled when editing notes boxes.

4417
ExaminationsA new staff permission has been added 'Edit Test Date', where assigned the staff member is allowed to change the date of the examination
4508OrdersOrders with the status 'Collected' or 'Cancelled' are no longer shown in the work in progress list - they can still be viewed by changing the order status in the WIP screen to either status.
4562
ReportsA total has been added to the 'Balances' report.

4614
DispenseAn option has been added that allows dispense & professional fees to be hidden on the dispense confirmation report, dispense summary report and till receipt.

4629
PatientsThe field labels for NHS Number, HC2 & HC3 numbers are now displayed even when the fields are empty. If a patient is marked as private, the fields are hidden.

 
4636TransactionsA table has been added to settings to allow 'Refund Reasons' to be customised by the practice.

4645OrdersThe display order of 'Order Statuses' can now be customised in setup.

4646DispenseThe ability to automatically create an order when confirming a dispense has been added. There is an option in the branch settings that needs to be enabled first.

After an order has been auto-created, NOVA will switch to the orders screen and display the order.

4647TransactionsDefault product group/sales group table has been moved to the 'Sales Groups' section of 'Transactions' in settings





Fixes


#

Category

Summary

4575OrdersRemoves the repeated frame section that should not have been on order report. 
4621SchemesFixes an issue where scheme routine builds more than the expected 3 payment due records.
4628EmailAdditional checks have been added to prevent emails being sent for unverified practice email addresses.
4653TransactionsDefault sales groups are now saved after they are changed.





18.09.2024

Enhancements


#

Category

Summary

4610ExamsImproved support for differentiation between Snellen and Logmar input when entering VAs during an exam.
4612SettingsA new Analsysis code has been added to the Sales Groups setup.



Fixes


#

Category

Summary

4607StockSelecting 'All Types' in the lens download window now displays all types of lenses.
4609ExamsA change has been made to ensure that near VAs are not replaced by distance VAs when a prescription is copied from Distance to Near


17.09.2024 - Current Release

Enhancements


#

Category

Summary

3813SettingsUpdates to various settings tables to improve usability when adding new entries, incuding the focus being set in the newly added entry.
3977AppointmentsAppointment Return Reasons can now be selected when booking an appointment. These reasons allow you to monitor the source of your patients. The reasons can be configured in settings and analysed in the Appointments Dashboard
4425SettingsLoyalty plans can now be made inactive if they are no longer required.
4447SettingsThere is a new option to view/hide inactive User records
4485StockIt is now possible to assign specific Lens Treatments to specific lenses in your catalogue
4561DashboardsThe Transactions Dashboard has been enhanced to include overall totals for Sales and Payments for your branches.
4566Patient RecordThere is an additonal check when creating a patient record to help you prevent creating duplicate records. If you add a record that contains the same Firstname, Surname and Date of Birth as an existing patient, a warning will appear.
4587SystemAdditonal redundancy added to the external image storage



Fixes


#

Category

Summary

4541TasksApplies a fix to prevent tasks being marked as 'done' multiple times.
4577SettingsStandardises the approach when creating new Appointment Reasons to ensure non-bookable appointments cannot be available online.
4587SettingsRemoving the colours from an appointment reason in settings now uses default colours.
4590RecallsAddresses an issue when registering a telephone recall.

4599TransactionsApplying corporate payments to an existing transaction no longer triggers an error under certain circumstances
4602StockSelecting 'All Suppliers' when downloading lenses no longer caan error


09.09.2024

Enhancements


#

Category

Summary

4445AppointmentsNewly added 'Opening Groups' are now linked to the current branch by default.
4510AppointmentsNewly added 'Appointment Reasons' are now linked to the current branch by default.
4560SettingsThe 'Medication' table is now sorted alphabetically A-Z.
4569Order ReportThe Rx type has been added next to the vision type to make the order easier to read.
4574ClinicalNewly added 'Tonometer' is now linked to the current branch by default.
4576EmailAdditional checks have been added to ensure the sending email address has been verified in NOVA.

A banner is displayed in the recall screen if the email settings have not been entered or have not been verified.

4578ExaminationsThe length of the notes field within the 'Medical Assessment' section of clinical records has been extended to 1500 characters.



Fixes


#

Category

Summary

4547Recall - DocmailAddresses an issue where the address block prints over the letter content.
4565StockAddresses an issue where a database error was triggered when changing the colour field (only happened under specific conditions)
4568Patient RecordField validation for mobile phone has been slowed down to allow the first few characters to be entered before validating - preventing unnecessary validation errors from appearing. 
4572StockAddresses an issue where multiple variant could not be added for a new frame.


04.09.2024

Enhancements


#

Category

Summary

4136Stock TakeChanges to stock take screen to make the process more robust and the addition of a 'Reconcile' button to check counted stock against stock records.

4534Stock'Vision Type' (SV/BF/PROG/VARI) has been added when creating a new lens.
4540TransactionsMinor, low-impact, improvements to the till receipt.
4545ExaminationsA 'View' button has been added to the examinations table on the patient record, allowing a clinical record to be opened in read-only mode.

4546SettingsThe staff member search (in setup->Staff) now includes staff code.
4548ReportsMinor tweaks...
  • The markup calculation on the 'Stock Valuation' report has been updated.
  • Results are now returned based on the selected supplier(s).
4550eGOSThe field label 'Over 40' has been updated to 'Over 40 and family glaucoma history' in the eligibility section of eGOS claims.
4557DispenseAdditional validation added to the dispense measurements form to avoid errors when clearing values.



Fixes


#

Category

Summary

4533SettingsAddresses an issue where zero search results were being returned when searching on any page other than page 1, in the staff members table.
4538Petty CashAddresses an issue where petty cash entries were not being filtered by the currently selected branch setting.
4551DispenseAddresses an issue where the frame description and colour were not being populated correctly after selecting a frame, if there were multiple unconfirmed dispenses on the page.
4553DispenseAddresses an issue that causes an error when entering non-numeric values into dispense measurements.
4555OrdersAddresses an issue where an attempt to post an empty order status would cause an error.
4556Cash UpAddresses an issue where, under certain conditions, the difference value would be incorrect. 


29.08.2024

Enhancements


#

Category

Summary

4529TemplatesThe examiner's signature is now available as a merge field using [[exam.examiner_signature]] or the equivalent if you have opted to use merge fields per exam type. This will merge the examiner's temporary signature into your letter template.
4530PatientsThe signature capture feature has been enhanced to provide a more robust method of operation allowing the benefit to capture patient signatures simultaneously across devices.



Fixes


#

Category

Summary

4528TemplatesPostive values in prescriptions are now merged with a leading + sign.
4531SettingsAddresses an issue where user roles without the permission to 'delete appointments' were not able to update an existing appointment.


27.08.2024

Enhancements


#

Category

Summary

4329SystemTo keep you up to date with the latest features of Nova, you will receive an in-app notification with a link to the release notes everytime the application is updated.
4394RecallAn information button has been added to the right of the contact method, that will display the patient contact info for the selected recall.
4408eGOS/PatientsThe sort order of the eGOS table on the patient screen has been changed with the most recent claim at the top.
4453eGOSThe surgery address details and town are now added to the claim, when the following entitlements have been selected:

  • Glaucoma Risk
  • Glaucoma
  • Diabetes
  • Partially Sighted / Blind
4471DispenseFrame size has been added to the frame details section of the dispense screen.
4484eGOSThe response log is now displayed automatically when an eGOS claim is rejected, allowing the user to take any appropriate action.
4491ReportsLayout changes to the options section in the select reports screen.
4502TransactionsVarious changes have been made to the Transaction processing methods to improve their performance.
4512FormulaeThe functionality of formulae has been improved, with the following now available.

  • Minimum retail price
  • Round up/down to the nearest 10p, £1, £10 or £100


Fixes


#

Category

Summary

4424eGOSBenefit recipient field is no longer auto-populated when creating a GOS1 claim.
4446PatientsAddresses an issue where the pronoun field could not be set to blank if it had been populated.
4461PatientsThe behaviour of the 'Show Deceased' toggle has been updated so that the user can click on any part of it to update the patient list.
4486SchemesAddresses an issue where all scheme records were displayed regardless of the selected branch.
4490eGOSThe previous sight test field on eGOS1 claims is now populated based on the patient's previous sight exam. This functionality will operate slightly differently depending on whether you select a refraction when creating the form, to ensure that the date is populated correctly.
4493DispenseAddresses an issue where prism was not being included in the RX when selecting the 'Rx Type' during a dispense.
4494ClinicalAddresses an issue where inactive staff were being displayed in the staff dropdown list - new rules for staff members to appear are:

  • Must be active
  • Must have branch access to the branch where the exam is being created
  • Must have permission to create/edit sight exams
4496ReportsAddresses an issue when attempting to access reports if there are none assigned to your current user role.
4501TransactionsAddresses an issue when paying off a receipt from a branch other than where it was created.
4517RecallCertain characters in patient addresses are now replaced to ensure letters are processed by Docmail correctly. e.g. &.
4521eGOSCylinder values between 0.01 and 0.12 are now submitted as 0.25 to PCSE due to a limitation in the way they process claims.

14.08.2024

Enhancements


#

Category

Summary

4475SystemThe 'Contact Support' form now closes after the message has been sent.


Fixes


#

Category

Summary

4480ExaminationsAddresses an issue where the axis field could not be cleared to zero if the existing value was not needed.

13.08.2024

Enhancements


#

Category

Summary

4143EyeplanAn integration with Eyeplan has been added - the following functionality is available:

  • Ability to view Eyeplan member information via 'header widget' when a patient record is selected. This displays activity status / payment status / service type / number of years of membership.
  • Ability to create and edit eyeplan members directly from the patients 'header widget'.
  • Options added in stock for eyeplan pricing based on the px's eyeplan years of membership (formula pricing and manual pricing).
  • For any stock items with eyeplan pricing, the relevant pricing will come through as a discount automatically when the items are sold. It will display the relevant years of membership on the discount relating to this item also.
  • When saving a px record, if the px is an eyeplan member, it will now update the px details on the eyeplan system.



4373Appointments'Automatic Diary Notes' have been added to the diary. Available as an option per practice, activating auto notes adds pre-set text to the appointment notes box - see below.

 ha4378Templates'Dynamic Merge Fields (DMF)' have been added for clinical records.

DMF can be generated in two different ways, depending on how clinical exam types have been setup.

  • For flagged exam types
    • DMF are only generated for exam types that have flagged in setup as 'Sight Exam', 'CL Aftercare', CL Evaluation'.
  • For every exam type
    • DMF are generated foe every exam type that  exists.


4432SystemReport based permissions have been extended to allow individual reports to be shown/hidden for each staff role.

4463TemplatesMail merge fields are now displayed in alphabetical order.
4464eGOSBranch address is now printed at the bottom of the GOS2 when created from the eGOS section of the patient record.
4474AppointmentsPatient stars are now visible when booking an appointment.

4477
4452		TemplatesNew merge fields added:

  • [[patient.surgery]]
  • [[patient.surgery_address]]
  • [[patient.doctor]]
  • [[exam.examiner_goc_number]]
  • [[exam.examiner_list_number]]


  • [[cl_exam.cl-refraction.lens_description_R]]
  • [[cl_exam.cl-refraction.lens_description_L]]
  • [[cl_exam.cl-refraction.lens_supplier_R]]
  • [[cl_exam.cl-refraction.lens_supplier_L]]
  • [[cl_exam.cl-refraction.lens_type_R]]
  • [[cl_exam.cl-refraction.lens_type_L]]
  • [[cl_exam.cl-refraction.lens_group_R]]
  • [[cl_exam.cl-refraction.lens_group_L]]
  • [[cl_exam.cl-refraction.lens_status_R]]
  • [[cl_exam.cl-refraction.lens_status_L]]
  • [[cl_exam.cl-refraction.lens_repl_schedule_R]]
  • [[cl_exam.cl-refraction.lens_repl_schedule_L]]


Fixes


#

Category

Summary

4415Till Cash UpAddresses an issue where the closing float from the very first cash up was being selected as the opening float for new cash ups, every time.
4421eGOSAddresses an issue where the tint supplement amount was in
4436eGOSAddresses an issue where the '1st Pair' voucher amount to be claimed was out of sync with the 'Total Claim' amount.
4437Till Cash UpAddresses an issue where unconfirmed dispenses were being marked as 'Cashed Up' so they could not have further changes made to them.
4462
4454
4458
4459		HomescreenAddresses issues with the 'read/unread' flag not showing the correct number and messages not saving with the correct information.
4472Clinical RecordsAddresses an issue where removing clinical billing from an examination setup would cause the clinical record to crash.

25.07.2024

Enhancements


#

Category

Summary

4402RecallThe following changes have been made to the recall screen:
  • Recalls that cannot be sent using the primary recall method but can be sent using an alternate method are now listed in the 'Ready to Send' section and not the needs attention section. They are flagged as 'Alternate Method'.


  • Alternate methods are stepped through top-down when the primary method cannot be used.
4412Px SearchThe patient search function has been improved to make it less restrictive.

For example:


Alexander Edwards would be found using any of the following strings:

  • 'a edwards'
  • 'edward a'
  • 'alexander edwards'
  • 'edwards alexander'
  • 'edwards alex'
 


Fixes


#

Category

Summary

4405System PrintingChanges to the local printing app & device settings to make changing printers and printing overall, more stable.
4410AppointmentsChanges to ensure that appointment slots booked online at the same time as being booked in the practice cannot clash / overwrite each other.
4413TransactionsAddresses an issue where transactions could not be credited or voided if they had already been cashed up.


23.07.2024

Enhancements


#

Category

Summary

4395AppointmentsThe ability to print an appointment confirmation slip has been added. Accessible from the appointment booking window (see below) or the diary options panel, the slip has been designed to print on a receipt printer (80mm paper).

19.07.2024

Enhancements


#

Category

Summary

4393ReportsTwo new role permissions have been added to allow the 'Reports' & 'Dashboards' sections to be hidden.

4384OrdersIf a 'Tray number' was entered during a dispense, it is now carried through to the order record, additionally subsequent status updates will have the tray number copied down if left empty during the status update.

4385DispenseDispense measurements are copied from R to L, if the left measurement has not been entered.

'Direction' copies across regardless of whether a value exists in the Left.

4387OrdersThe default delivery address for orders has been changed to the practice address rather than the patients default address.
4388DiaryWhere an appointments is booked for 'today', the patient will no longer receive reminder messages, a confirmation message is still sent.
4391DiaryIt is now possible to add an alternative contact method for appointment reminders & confirmations.


Fixes


#

Category

Summary

4386TemplatesMergeFields from the sight examination record are now populated from the last 'Sight Exam' record - any other record types are skipped.

Note: The ability to merge from specific examination types has been submitted as a separate request.
4389DispenseDiscounts are now being correctly displayed on the receipt, in turn the fees & VAT are being calculated correctly (taking the discounts into account).

4392DiaryAddresses an issue where notification weren't being rescheduled after an appointment was moved using drag and drop.

16.07.2024

Enhancements


#

Category

Summary

4092PatientsCorporate entitlements are now displayed in the patient record, when hovering over the corporate name.

4107SchemesSchemes Records have been added allowing recurring payments to be easily tracked.

Setup direct debit collections through Optical Payment Services (OPS), integrated with NOVA - for ongoing lens schemes or to spread the cost of purchases.

Record goods collected against payments received for an up to date scheme/stock balance.

4267SchemesBank account & sort code now only accept UK bank formatting i.e. 6 numbers for sort code and 8 numbers for the bank account number.
4324Setup / StaffStaff first name and surname are now capitalised when adding a new staff member.
4331StockThe search option has been updated so that individual words are searched rather than phrases e.g. 'green sensity' will also find 'sensity green'.

4336Petty CashPetty cash can now be recorded, accessible from the 'Transactions' window.

Petty cash groups can be modified in setup, different VAT codes can be set against each group and the VAT calculated when petty cash is added.

Petty cash totals are displayed and taken into account when cashing up.

4337TransactionsAfter fully crediting an item on a transaction, the option now exists to add the item back into stock.

4346TransactionsA display only change has been made to how the patient total spend is calculated on the patient transaction summary window.
4347TransactionsCustom discounts can now be created, allowing the practice more control over how much is given and the descriptions used.

4353eGOSExamination record can be re-selected in the eGOS window and the details on the claim will be updated.
4374AppointmentsThe hyperlink on the patient name has been removed, it opened the patient record in the same window as the diary and was confusing. The link to the right of the patient name remains and will open the patient record in a new browser tab.

4375AppointmentsWhen only one staff member assigned in the diary for a given day, their full name will be displayed - when multiple staff members are assigned their initials will be displayed.

4377StockWhen only one Zebra label template exists the popup selection window is not displayed.


04.07.2024

Enhancements


#

Category

Summary

3981ExaminationsBinocular vision fields have been added,


Fixes


#

Category

Summary

4342TransactionsAddresses an issue where the date filters in the 'Find a Transaction' window did not trigger until another field was changed.
4345Home ScreenAddresses an issue where past appointments were still showing in the home screen diary widget.
4349ExaminationsChanges the sort order of prescriptions so the most recent is on top, in the 'View Previous Rx' pop-out window.


03.07.2024

Fixes


#

Category

Summary

4335eGOSAddresses an issue where eGOS claims with an ampersand (&) in the establishment name would fail to send.
4340PatientsPrevents an error from occurring when deleting the date of birth for a patient. not set as private and when an NHS entitlement is added.

01.07.2024

Enhancements


#

Category

Summary

4294ExaminationsA new option has been added, under the 'Options' button with 'Grading' to 'Copy to Left'.


28.06.2024


Enhancements


#

Category

Summary

3568Diary SetupAppointment time templates in 'Opening Groups' can now be assigned to specific branches, allowing groups that are not available to all branches to be hidden.

3772DiaryWhere day notes have been added to the diary, a link appears on the 'Upcoming Appointments' widget so that they can be viewed.

3833RecallThe ability to set an alternative method for a recall step, when there is an issue with the current method has been added. Alternatives will appear in the 'Needs Attention' table in the recall window. 
4124Diary / Online

The ability to make appointment slots available online, at the point of building the diary, has been added.

4214Diary / OnlineAll slots, that have been made available online, for a day can now be removed using the 'Remove Day From Online' option in the actions window.
4246DiaryIt is now possible to drag/drop or paste an appointment onto a slot that is available online. The online slot will be removed.
4289Data MiningA data mining screen has been added to allow database searches to be created and marketing messages (email/SMS/letter) to be sent.

4306DiaryThe length of the default appointment reason set against slots in the diary can now be longer than the slot length and will be used when an appointment is booked.

e.g. you can have 15 minute slots setup, with a 30 minute ST as the default reason, and it will select 30 minutes if the appointment fits.
4317MarketingAn unsubscribe link is added to all marketing emails to comply with GDPR. The link will direct the recipient to a webpage where they can update their marketing preferences.

Recall/notification preferences are not affected.

4319SystemA 'User' filter has been added to the activity log screen.
4321TemplatesA 'Download Template' option has been added to allow document templates to be created by support and released to users.


Fixes


#

Category

Summary

4215RecallAddresses an issue where the Docmail pricing estimate was incorrect.


29.05.2024


Enhancements


#

Category

Summary

3741

Diary

To streamline the booking process, after moving an appointment (copy/paste or drag/drop), if the room & slot length has not changed then the confirmation window is not displayed

3800eGOSeGOS 4 claims can now be created and submitted.
4190ExaminationsA GOS2 (Patient's Optical Prescription or Statement' can be printed from the examination visits table, on the patient record.
4230ExaminationsClicking back on a new examination will give the option to delete the new exam, to avoid creating blank examination records. Once an exam has been saved (or auto-saved) once it is no longer classed as

4242

Diary

Rooms can be made inactive and hidden from the diary.

4265ExaminationsAn Rx rounding option has been added, available options are 0.01 or 0.25.
4283DiaryThe style/design of the appointment menu has been changed to improve the loading speed of the diary. 

4225

Dispense

The vision type in the lens selector is pre-populated from the dispensing record.



4168

eGOS

Eligibility check added to GOS3 claim window.

4211

Home Screen

Diary widget now excludes cancelled appointments

4182

Orders

Layout changes to the order report to avoid spilling onto a second page.

4271

Patients

The 'Recalls' section will now auto-expand when recalls exist.

4216

Stock

A stock removal option has been added to allow all stock items for a specific supplier to be removed. This option is restricted by a role permission.

4196

Templates

Templates can now be deleted.

4240

Transactions

'Receipt Disclaimer' has been added, which prints at the end of the till receipt.


Fixes


#

Category

Summary

4194

Dashboards

The display order of the 'Patients by Age' graph on the 'Patients' dashboard has been updated to show the age ranges in ascending order.

4198

Diary

Negative values can no longer be entered for split length when creating opening hours. 

4200

Diary

Negative values can no longer be entered as the slot lengths when creating appointment reasons.

4210

Diary

Addresses an issue where the examiner field was not being set for new appointments

4184

Dispense

Form refresh after confirming a dispense, to update dispense status.

4260

Online Diary

Appointment slots earlier than the current time are no longer offered via the online diary.

4243

Orders

Notification templates can now be removed from order statuses without causing an error.

4191

Patients

Ad-hoc letters can now be created for patients regardless of their choice recall/marketing choices.

4202

Patients

Patients are no longer duplicated in the active px list if their title or name has been changed. 

4220

Patients

Adding a previous surname to a patient record no longer affects the surname field.

4203

Staff Tasks

Task details are no longer wiped after assigning users from the popup window.

4238StockAddresses an issue where the treatment type filter wasn't working.
4281DispenseThe tray number is now saved on field exit so that it can auto-populate the dispense confirmation window.