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
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| Latest Help Documents |
11.12.2024 - Current Release
Enhancements# | Category | Summary |
| 4915 | Appointments | Using 'Drag & Drop' to move an appointment will now open a prompt asking whether an appointment confirmation should be sent - clicking 'Yes' will schedule a new confirmation. |
| 4931 | Dispense | It is now possible to 'Copy Dispense', 'Remake' or 'Reglaze' a dispense that was created at a different branch to the one you are currently logged into. |
| 4932 | Examinations | A cap has been added to the recall months field, values greater than 120 are not allowed and will revert to 120 months (10 years). |
| 4934 | Orders | The ability to mark order statuses as inactive has been added, allowing old statuses to be hidden from the user. |
Fixes# | Category | Summary |
| 4921 | Cash-Up | Addresses an issue where payments weren't displaying in transaction summary if they were added after the original receipt had been cashed-up. |
| 4930 | Patient Record | The 'Recall Months' was not showing correctly on the patient record if it had been changed during the exam, the recall date was correct and recalls were unaffected. |
12.12.2024
Enhancements# | Category | Summary |
| 4853 | Examinations | An option has been added to allow an examination type, including all linked tables, to be duplicated. |
| 4854 | Px Search | It is now possible to search exclusively on the patient id by first typing '#' |
| 4893 | Appointments | Appointment Reasons can now have a custom sort applied to them, so your most popular reason can be displayed at the top of the lit when booking an appointment. |
| 4898 | Templates | Calculated Merge fields have been added for a patient's IOP average. |
Fixes# | Category | Summary |
| 4916 | Tasks | A scrollbar is now displayed on screen if required to enable easier viewing of a long task list |
| 4919 | Stock | Fixes an issue when printing zebra labels for items with no price |
| 4927 | Tasks | A task can no be closed by anyone assigned to it |
| Contact Lenses | Addresses an issue where invalid Contact Lens parameters would prevent a record from loading correctly. | |
| eGOS | Better handling of special characters and format of NHS number when submitting eGOS claims |
11.12.2024
Enhancements# | Category | Summary |
| 4895 | Appointments Online Booking | The assigned appointment reason colour is now displayed in the table, when viewing online bookings, making it easier for staff to identify the booking reason quickly. |
Fixes# | Category | Summary |
| Transactions | Addresses an issue with the Windcave card payment station ID. | |
| Schemes | Addresses an issue with a scheme calculation if a field had no value. |
10.12.2024
Enhancements# | Category | Summary |
| 4382 | Formulae | Formula steps allow a different mark to be used based on the cost-price of the sales item. You can create multiple 'Step Groups' which can have multiple 'Price Steps' To use steps within a formulae simply select it in the table. |
| 4761 | Dispense | In the 'Select Frame' window, a new filter has been added to only show frames in stock. |
| 4762 | Dispense | A new option has been added to the branch settings to allow the 'Lens Range Checker' to be disabled. |
| 4829 | Appointments | An appointment list can be printed from the diary by clicking the printer icon in the day header.  |
| 4880 | System | New mail merge fields added:
|
Fixes# | Category | Summary |
| 4887 | Transactions | Addresses an issue where the display order for vouchers was not being respected. |
05.12.2024
Enhancements# | Category | Summary |
| 3775 | Patient Record | 'Accessible Information' (more info - external link) can now be recorded on the patient record & viewed via the tooltip displayed when hovering over the flag at the top of the patient record.  |
| 4348 | Patient Record | Age related NHS entitlements are now updated automatically in the background ('Under 16' and 'Over 60'). A system note is added when entitlements are updated.  |
| 4400 | Examinations | The recall category age range & schedule have been added to the recall section of the exam record, to assist the user. |
| 4514 | Patient Record | Changing the address of a patient who is in a family will now give the option to update the address for the other 'family members'. |
| 4639 | Appointments Online Booking | 'Online Alternatives' can now be set against appointment reasons. Alternatives allow for appointment reasons other than the default reason allocated in the diary, to be selected at the point of booking online.  e.g. In the image above, the patient can choose either Sight Exam or CL Exam but not Hearing Check. |
| 4662 | Reports | A 'Petty Cash' report is now available in the transaction reports |
| 4763 | Reporting | All transaction reports have been updated to include totals per branch & grand totals. |
| 4797 | Patient Record | A new option, 'Create Family Member' has been added under the 'Actions' menu. If a family already exists then the new patient will be added, if not then a new family will be created with the surname being set as the family name (this can be changed later) - the surname, address, phone numbers, email addresses, surgery and doctor will be copied to the new family member.  |
| 4818 | Patient Record | A 'Delete Patient' option has been added to the 'Actions' menu when viewing a patient record. The option is only available if you have the 'Delete Patient Files' permission set on the staff record.  |
| 4841 | Patient Record | It is now possible to change the appointment reason for past appointments. The permission 'Edit Past Appointments' will need to checked first.  |
| 4860 | Patient Record | Patient note 'Groups' can now be edited in Setup->Patients->General |
| 4864 | Patient Record | A new link has been added to the patient record, visible when a patient is part of a family, that shows members of the family and allows their record to be opened in a new tab. There is also an option to change the family name.  |
| 4869 | Templates | A new merge-field has been added for frame description. |
| 4878 | SMS Messaging | The from name (originator ID) can only be a maximum of 11 characters and cannot contain spaces - validation has been added to warn the user if the text entered does not follow this format.  |
Fixes# | Category | Summary |
| 4856 | Examinations | Addresses an issue where exam results were attempting to be copied forward from delete exam records. |
| 4873 | Petty Cash | Inactive staff members are no longer visible when adding petty cash entries. |
| 4876 | Vouchers | Deleted vouchers are now hidden in the voucher reconciliation screen. |
| 4877 | Stock | Display issue has been resolved when page size is re-sized smaller. |
26.11.2024
Enhancements# | Category | Summary |
| 4723 | Appointments | A new feature has been added 'Notify - Px Arrived', that sends a message to the staff member linked to a booked appointment, to let them know that there next patient has arrived and checked in. The option is available from the 'Actions' menu in the appointments screen and the homescreen widget.    |
| 4776 | EeRS | The ability to send an eReferral has been added. Suppliers can be selected in the branch integrations settings, once selected an 'eReferrals' option is added to the main menu and an 'EeRS' button is added to the patient record.  To begin an eReferral, simply click the 'EeRS' button, select a prescription and the form will be displayed. The data in each section will be pre-filled fron the patient record, complete the remainder of the form and click the 'Send' button when ready.  For more information about EeRS, contact the helpdesk. |
| 4820 | Branch | The branch logo can now be removed if needed. |
| 4821 | System | A 'Speed Test' tool has been added to the system menu. |
| 4825 | Docmail | Additional checks have been added to detect when a patient address exceeds the maximum character limit for a single line (50 characters). The user will be prompted to update the invalid addresses. |
| 4828 | Appointments | The 'Branch' and 'Room' selection lists have been updated so that they span 2 columns. |
| 4831 | Examinations | Examination types can now be set as both 'Sight Exam' and 'CL Aftercare' |
| 4836 | Appointments | A new option, 'Auto-attend', has been added to the branch settings. When disabled the user is responsible for marking appointments as attended or failed. The default state is enabled to maintain current functionality.  Note: The dashboard will still classify past appointments as attended unless they are cancelled or failed. |
| 4846 | Patient Record | A search option has been added to the family management window, in the patient record, to allow families to be located more easily. |
| 4857 | Appointments | The colour of the default appointment reason, assigned to a diary slot, has been added to the appointment slot - making it easier for staff members to identify slots reserved for specific reasons. |
Fixes# | Category | Summary |
| 4830 | Orders | Addresses a display order issue for the patient orders tables. |
| 4834 | Contact Lenses | Addresses an issue where removing the value for 'TD' triggered an error. |
19.11.2024
Enhancements# | Category | Summary |
| 4223 | Reports | New transaction reports added:
|
| 4633 | Examinations | BVD 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  |
| 4679 | Dashboards | Multiple changes to dashboards:
|
| 4777 | System | A progress bar has been added to the 'Activity Log' screen |
| 4778 | Lens Selector | A 'Stock\Surfaced' lens filter has been added. |
| 4783 | Patient Record | The 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. |
| 4784 | Patient Record | A group filter has been added and the note has been changed to appear in bold. |
| 4786 | Reports | 2 new reports have been added:
|
| 4787 | Appointments | A 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. |
| 4788 | Patient Search | A new search option for DOB has been added, in the format 'DD/MM/YYY' |
| 4790 | Orders | It is now possible to search for orders by their order number. |
| 4795 | Dispense | A 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 / WIP | The background colour of the 'Required By Date' now changes colour based on its proximity to the required by date.
 This change applies to the orders / work in progress screen and the homescreen orders widget. |
| 4806 | Dispense | A change has been made to allow the notes & measurements to be edited even after a dispense has been confirmed. |
| 4810 | Online Booking | The date of birth entry field has been changed so that the user types a date instead of using the system popups - this makes entry on a mobile device faster & more intuitive. |
| 4817 | eGOS | Four new early retest codes have been added (7.1 - 7.4) - they are valid from 29 November 2024,using them before this date will result in a claim being rejected. The descriptions have also been added to the drop-down list in the eGOS claim screen.  |
Fixes# | Category | Summary |
| 4766 | Stock | Addresses an issue in the stock screen where the filter options are lost after updating a stock record |
| 4781 | Stock | Addresses an issue where the system menu was hidden behind the stock table, when it was opened. |
| 4793 | Recall | Addresses an issue where sending recalls via SMS/Email/Telephone resulted in an error as no letter format has been selected. |
| 4799 | Staff | Addresses 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 |
| 4811 | Transactions | Addresses an issue where the receipt balance could be negative if the value of vouchers assigned was greater than the balance. |
29.10.2024
Enhancements# | Category | Summary |
| 4407 | Appointments | The ability to 'Show Open Days Only' in the diary has been added, a new toggle option is available below the date picker.  |
| 4582 | Orders | Address lookup by postcode has been added to the delivery address section of an order, it is displayed when 'Manual Address' is selected. |
| 4592 | Reports | A '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. |
| 4650 | Recall | An 'Export' option has been added to the recall screen, available from the 'Letter Format' dropdown. |
| 4708 | Data Mining | The 'Recalled Between' option has been replaced with 'Contacted Between' and additional options added to for more flexibility. |
| 4749 | Data Mining | The following new search criteria have been added:
|
| 4750 | Data Mining | When 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) |
| 4751 | Staff | Two new staff permissions have been added:
 |
| 4756 | Transactions | The size of the payments window has been increased to display 3 rows of payment methods before the scrollbar is displayed. |
| 4757 | eGOS | A check has been added to ensure eGOS claims cannot be opened by more than one user at the same time. |
| 4759 | Paragraphs | The 'Insert Paragraphs' button is now blue to make it stand out. |
| 4769 | Data Mining | The '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 |
| 4767 | Contact Lens Orders | Addresses 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. |
| 4768 | Patient Record | Addresses an issue where the next collection dates did not refresh on the patient record until after a full page refresh. |
| 4774 | Stock | Corrects a typo in the 'Create Spectacle Lens' screen (Derressive -> Degressive) |
21.10.2024
Enhancements# | Category | Summary |
| 4672 | SMS | Additional 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. |
| 4673 | Examinations | The caption of a tab, added during an examination, can now be modified. |
| 4724 | Dashboards | Performance improvements for the 'Transactions' dashboard. |
| 4729 | Stock Settings | The supplier list, displayed when adding brands, is now sorted alphabetically. |
| 4731 | Stock | The size of the entry fields has been adjusted for 'Description, Supplier, Brand'. |
| 4736 | Dispense | Unconfirmed dispenses can now be printed. |
| 4737 | Docmail | Following 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.  |
| 4740 | Appointments | If 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. |
| 4741 | Stock | When new frame stock records are added, the 'Shelf Item' flag is now automatically enabled - this allows the stock qty to be updated immediately. |
| 4742 | Stock | When entering a frame stock record, the user is alerted if an item already exists with the same supplier, brand & model. |
Fixes# | Category | Summary |
| 4732 | Stock Setup | Addresses an issue where the brand filter was not working as intended. |
| 4733 | Stock Setup | Addresses an issue where tabbing between the brand and supplier fields, in brand setup, did not work. |
16.10.2024
Enhancements# | Category | Summary |
| 4704 | Online Booking | Branch contact information is available by clicking the new 'Info' icon, details are displayed in a slide out panel on the right of the page.
 |
| 4711 | Online Booking | Website users can now filter available appointments by start date. If no date is entered the next available appointments will be displayed. |
| 4716 | Patients | The 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.   |
| 4717 | Appointments | A 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. |
| 4718 | Dashboards | All 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. |
| 4725 | Appointments | It 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.  |
| 4726 | Online Booking | When 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'. |
| 4727 | Online Booking | The address lookup by postcode has been made more obvious. |
Fixes# | Category | Summary |
| 4535 | Dispense | Addresses an issue where a refunded deposit amount is still shown until the dispense is confirmed. |
| 4624 | Dispense | Addresses 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. |
| 4710 | Online Booking | Addresses an issue where the staff bio flashes up when the page loads on step 3. |
10.10.2024
Enhancements# | Category | Summary |
| 4326 | Stock | The ability to filter the stock table by the flags, 'Discontinued' and/or 'Shelf Items Only', has been added. |
| 4503 | Patients | Improvements to the patient payment summary window to make it clearer what a patient has actually paid and the balance that is left outstanding. |
| 4632 | Patients | Additional items are now logged to the correspondence log when printed/sent to the patient. |
| 4684 | Orders | Completed 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'.  |
| 4706 | Transactions | The ability to make payment methods inactive has been added (Settings>Transactions>Payment Methods). |
| 4710 | Online Booking | A change to ensure staff details are not displayed unless the px ticks the box for ' |
| 4719 | Dashboards | Sales 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 |
| 4333 | Stock | A supplier filter has been added to the 'Download' option, the brand dropdown is filtered by the selected supplier. |
| 4478 | Transactions | The white space between transactions has been increased to improve readability. |
| 4584 | Dispense | Items, payments & refunds can now be voided on confirmed dispenses, restrictions apply:
|
| 4648 | Appointments | There 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) |
| 4669 | Online Booking | Additional information can be added against staff members & appointment reasons, that will be displayed on the online booking pages.  |
| 4670 | Dispense | Styling changes to the dispense summary & dispense confirmation report, including addition of the PD measurement. |
| 4681 | Patients | When 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.  |
| 4686 | Business Intelligence | Quick-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 |
| 4440 | Recalls | Recall steps, in recall schedules, can now extend longer than the default period set against the recall category. |
| 4600 | Orders | Orders reports can now be printed for all order types (spec/custom/contact lens). |
| 4688 | Examinations | When copying forward clinical procedures, deleted examination records were taken into account - this is no longer the case. |
| 4687 | Stock | Fixes issues when adding frame variations. |
| 4698 | Online Booking | Addresses an issue where new patients who have booked an appointment online were not receiving confirmation messages. |
| 4690 | Appointments | Appointment summary has been updated to correctly reflect staff actions, when an appointment is/has been marked as online. |
| 4695 | Contact Lens | Fixes a crash when creating a 'CL Trial Evaluation' where the setup has no refraction or where the tab description has been customised. |
| 4696 | Recall | Fixes an issue where recall schedule displayed was not for the selected branch (multi-branch only). |
| 4702 | Examinations | Addresses 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 |
| 4358 | Patients | Simple 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. |
| 4380 | Dairy | It 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  |
| 4489 | Reporting | Transaction 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 Mining | The following options have been added:
|
| 4654 | Orders | The display order of the 'Order Status' dropdown now follows the display order set in the 'Order Statuses' table in settings (Settings > Orders > Order Statuses). |
| 4657 | Data Mining | The results of data mining searches can now be exported to a CSV file. |
| 4674 | Examinations | The 'Offline' banner now sticks to the top of the page to ensure better visibility to the user. |
| 4678 | Stock | Stock validation errors messages, when adding a new frame, disappear as the fields are validated - leaving only those messages that refer to invalid fields. |
| 4680 | Transactions | Patient spend total in transactions screen has been improved to show 'Total Spend / Amount paid / Amount owing. |
Fixes# | Category | Summary |
| 4543 | Tasks | Closing tasks where other users have read a message associated with that task, no longer gives an error and is removed correctly. |
| 4631 | Examinations | Fixes 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 / 4581 | C/L Orders | Multiple updates to the contact lens order process to allow for a more streamlined process. |
| 3882 | Examinations | The ability to create a library of commonly used paragraphs has been added, paragraphs can then be recalled when editing notes boxes. |
4417 | Examinations | A new staff permission has been added 'Edit Test Date', where assigned the staff member is allowed to change the date of the examination |
| 4508 | Orders | Orders 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 | Reports | A total has been added to the 'Balances' report. |
4614 | Dispense | An option has been added that allows dispense & professional fees to be hidden on the dispense confirmation report, dispense summary report and till receipt. |
4629 | Patients | The 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. |
| 4636 | Transactions | A table has been added to settings to allow 'Refund Reasons' to be customised by the practice. |
| 4645 | Orders | The display order of 'Order Statuses' can now be customised in setup. |
| 4646 | Dispense | The 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.  |
| 4647 | Transactions | Default product group/sales group table has been moved to the 'Sales Groups' section of 'Transactions' in settings |
Fixes# | Category | Summary |
| 4575 | Orders | Removes the repeated frame section that should not have been on order report. |
| 4621 | Schemes | Fixes an issue where scheme routine builds more than the expected 3 payment due records. |
| 4628 | Additional checks have been added to prevent emails being sent for unverified practice email addresses. | |
| 4653 | Transactions | Default sales groups are now saved after they are changed. |
18.09.2024
Enhancements# | Category | Summary |
| 4610 | Exams | Improved support for differentiation between Snellen and Logmar input when entering VAs during an exam. |
| 4612 | Settings | A new Analsysis code has been added to the Sales Groups setup. |
Fixes# | Category | Summary |
| 4607 | Stock | Selecting 'All Types' in the lens download window now displays all types of lenses. |
| 4609 | Exams | A 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 |
| 3813 | Settings | Updates to various settings tables to improve usability when adding new entries, incuding the focus being set in the newly added entry. |
| 3977 | Appointments | Appointment 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 |
| 4425 | Settings | Loyalty plans can now be made inactive if they are no longer required. |
| 4447 | Settings | There is a new option to view/hide inactive User records |
| 4485 | Stock | It is now possible to assign specific Lens Treatments to specific lenses in your catalogue |
| 4561 | Dashboards | The Transactions Dashboard has been enhanced to include overall totals for Sales and Payments for your branches. |
| 4566 | Patient Record | There 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. |
| 4587 | System | Additonal redundancy added to the external image storage |
Fixes# | Category | Summary |
| 4541 | Tasks | Applies a fix to prevent tasks being marked as 'done' multiple times. |
| 4577 | Settings | Standardises the approach when creating new Appointment Reasons to ensure non-bookable appointments cannot be available online. |
| 4587 | Settings | Removing the colours from an appointment reason in settings now uses default colours. |
| 4590 | Recalls | Addresses an issue when registering a telephone recall. |
| 4599 | Transactions | Applying corporate payments to an existing transaction no longer triggers an error under certain circumstances |
| 4602 | Stock | Selecting 'All Suppliers' when downloading lenses no longer caan error |
09.09.2024
Enhancements# | Category | Summary |
| 4445 | Appointments | Newly added 'Opening Groups' are now linked to the current branch by default. |
| 4510 | Appointments | Newly added 'Appointment Reasons' are now linked to the current branch by default. |
| 4560 | Settings | The 'Medication' table is now sorted alphabetically A-Z. |
| 4569 | Order Report | The Rx type has been added next to the vision type to make the order easier to read. |
| 4574 | Clinical | Newly added 'Tonometer' is now linked to the current branch by default. |
| 4576 | Additional 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.  | |
| 4578 | Examinations | The length of the notes field within the 'Medical Assessment' section of clinical records has been extended to 1500 characters. |
Fixes# | Category | Summary |
| 4547 | Recall - Docmail | Addresses an issue where the address block prints over the letter content. |
| 4565 | Stock | Addresses an issue where a database error was triggered when changing the colour field (only happened under specific conditions) |
| 4568 | Patient Record | Field 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. |
| 4572 | Stock | Addresses an issue where multiple variant could not be added for a new frame. |
04.09.2024
Enhancements# | Category | Summary |
| 4136 | Stock Take | Changes to stock take screen to make the process more robust and the addition of a 'Reconcile' button to check counted stock against stock records. |
| 4534 | Stock | 'Vision Type' (SV/BF/PROG/VARI) has been added when creating a new lens. |
| 4540 | Transactions | Minor, low-impact, improvements to the till receipt. |
| 4545 | Examinations | A 'View' button has been added to the examinations table on the patient record, allowing a clinical record to be opened in read-only mode. |
| 4546 | Settings | The staff member search (in setup->Staff) now includes staff code. |
| 4548 | Reports | Minor tweaks...
|
| 4550 | eGOS | The field label 'Over 40' has been updated to 'Over 40 and family glaucoma history' in the eligibility section of eGOS claims. |
| 4557 | Dispense | Additional validation added to the dispense measurements form to avoid errors when clearing values. |
Fixes# | Category | Summary |
| 4533 | Settings | Addresses an issue where zero search results were being returned when searching on any page other than page 1, in the staff members table. |
| 4538 | Petty Cash | Addresses an issue where petty cash entries were not being filtered by the currently selected branch setting. |
| 4551 | Dispense | Addresses 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. |
| 4553 | Dispense | Addresses an issue that causes an error when entering non-numeric values into dispense measurements. |
| 4555 | Orders | Addresses an issue where an attempt to post an empty order status would cause an error. |
| 4556 | Cash Up | Addresses an issue where, under certain conditions, the difference value would be incorrect. |
29.08.2024
Enhancements# | Category | Summary |
| 4529 | Templates | The 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. |
| 4530 | Patients | The 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 |
| 4528 | Templates | Postive values in prescriptions are now merged with a leading + sign. |
| 4531 | Settings | Addresses 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 |
| 4329 | System | To 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. |
| 4394 | Recall | An information button has been added to the right of the contact method, that will display the patient contact info for the selected recall. |
| 4408 | eGOS/Patients | The sort order of the eGOS table on the patient screen has been changed with the most recent claim at the top. |
| 4453 | eGOS | The surgery address details and town are now added to the claim, when the following entitlements have been selected:
|
| 4471 | Dispense | Frame size has been added to the frame details section of the dispense screen. |
| 4484 | eGOS | The response log is now displayed automatically when an eGOS claim is rejected, allowing the user to take any appropriate action. |
| 4491 | Reports | Layout changes to the options section in the select reports screen. |
| 4502 | Transactions | Various changes have been made to the Transaction processing methods to improve their performance. |
| 4512 | Formulae | The functionality of formulae has been improved, with the following now available.
|
Fixes# | Category | Summary |
| 4424 | eGOS | Benefit recipient field is no longer auto-populated when creating a GOS1 claim. |
| 4446 | Patients | Addresses an issue where the pronoun field could not be set to blank if it had been populated. |
| 4461 | Patients | The 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. |
| 4486 | Schemes | Addresses an issue where all scheme records were displayed regardless of the selected branch. |
| 4490 | eGOS | The 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. |
| 4493 | Dispense | Addresses an issue where prism was not being included in the RX when selecting the 'Rx Type' during a dispense. |
| 4494 | Clinical | Addresses an issue where inactive staff were being displayed in the staff dropdown list - new rules for staff members to appear are:
|
| 4496 | Reports | Addresses an issue when attempting to access reports if there are none assigned to your current user role. |
| 4501 | Transactions | Addresses an issue when paying off a receipt from a branch other than where it was created. |
| 4517 | Recall | Certain characters in patient addresses are now replaced to ensure letters are processed by Docmail correctly. e.g. &. |
| 4521 | eGOS | Cylinder 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 |
| 4475 | System | The 'Contact Support' form now closes after the message has been sent. |
Fixes# | Category | Summary |
| 4480 | Examinations | Addresses 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 |
| 4143 | Eyeplan | An integration with Eyeplan has been added - the following functionality is available:
 |
| 4373 | Appointments | '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. |
| ha4378 | Templates | '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.
  |
| 4432 | System | Report based permissions have been extended to allow individual reports to be shown/hidden for each staff role. |
| 4463 | Templates | Mail merge fields are now displayed in alphabetical order. |
| 4464 | eGOS | Branch address is now printed at the bottom of the GOS2 when created from the eGOS section of the patient record. |
| 4474 | Appointments | Patient stars are now visible when booking an appointment. |
| 4477 4452 | Templates | New merge fields added:
|
Fixes# | Category | Summary |
| 4415 | Till Cash Up | Addresses 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. |
| 4421 | eGOS | Addresses an issue where the tint supplement amount was in |
| 4436 | eGOS | Addresses an issue where the '1st Pair' voucher amount to be claimed was out of sync with the 'Total Claim' amount. |
| 4437 | Till Cash Up | Addresses 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 | Homescreen | Addresses issues with the 'read/unread' flag not showing the correct number and messages not saving with the correct information. |
| 4472 | Clinical Records | Addresses an issue where removing clinical billing from an examination setup would cause the clinical record to crash. |
25.07.2024
Enhancements# | Category | Summary |
| 4402 | Recall | The following changes have been made to the recall screen:
|
| 4412 | Px Search | The patient search function has been improved to make it less restrictive. For example: Alexander Edwards would be found using any of the following strings:
|
Fixes# | Category | Summary |
| 4405 | System Printing | Changes to the local printing app & device settings to make changing printers and printing overall, more stable. |
| 4410 | Appointments | Changes to ensure that appointment slots booked online at the same time as being booked in the practice cannot clash / overwrite each other. |
| 4413 | Transactions | Addresses an issue where transactions could not be credited or voided if they had already been cashed up. |
23.07.2024
Enhancements# | Category | Summary |
| 4395 | Appointments | The 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 |
| 4393 | Reports | Two new role permissions have been added to allow the 'Reports' & 'Dashboards' sections to be hidden. |
| 4384 | Orders | If 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. |
| 4385 | Dispense | Dispense 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.  |
| 4387 | Orders | The default delivery address for orders has been changed to the practice address rather than the patients default address. |
| 4388 | Diary | Where an appointments is booked for 'today', the patient will no longer receive reminder messages, a confirmation message is still sent. |
| 4391 | Diary | It is now possible to add an alternative contact method for appointment reminders & confirmations. |
Fixes# | Category | Summary |
| 4386 | Templates | MergeFields 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. |
| 4389 | Dispense | Discounts are now being correctly displayed on the receipt, in turn the fees & VAT are being calculated correctly (taking the discounts into account). |
| 4392 | Diary | Addresses an issue where notification weren't being rescheduled after an appointment was moved using drag and drop. |
16.07.2024
Enhancements# | Category | Summary |
| 4092 | Patients | Corporate entitlements are now displayed in the patient record, when hovering over the corporate name. |
| 4107 | Schemes | Schemes 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.  |
| 4267 | Schemes | Bank account & sort code now only accept UK bank formatting i.e. 6 numbers for sort code and 8 numbers for the bank account number. |
| 4324 | Setup / Staff | Staff first name and surname are now capitalised when adding a new staff member. |
| 4331 | Stock | The search option has been updated so that individual words are searched rather than phrases e.g. 'green sensity' will also find 'sensity green'. |
| 4336 | Petty Cash | Petty 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.  |
| 4337 | Transactions | After fully crediting an item on a transaction, the option now exists to add the item back into stock. |
| 4346 | Transactions | A display only change has been made to how the patient total spend is calculated on the patient transaction summary window. |
| 4347 | Transactions | Custom discounts can now be created, allowing the practice more control over how much is given and the descriptions used. |
| 4353 | eGOS | Examination record can be re-selected in the eGOS window and the details on the claim will be updated. |
| 4374 | Appointments | The 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. |
| 4375 | Appointments | When 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. |
| 4377 | Stock | When only one Zebra label template exists the popup selection window is not displayed. |
04.07.2024
Enhancements# | Category | Summary |
| 3981 | Examinations | Binocular vision fields have been added, |
Fixes# | Category | Summary |
| 4342 | Transactions | Addresses an issue where the date filters in the 'Find a Transaction' window did not trigger until another field was changed. |
| 4345 | Home Screen | Addresses an issue where past appointments were still showing in the home screen diary widget. |
| 4349 | Examinations | Changes 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 |
| 4335 | eGOS | Addresses an issue where eGOS claims with an ampersand (&) in the establishment name would fail to send. |
| 4340 | Patients | Prevents 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 |
| 4294 | Examinations | A new option has been added, under the 'Options' button with 'Grading' to 'Copy to Left'. |
28.06.2024
Enhancements# | Category | Summary |
| 3568 | Diary Setup | Appointment time templates in 'Opening Groups' can now be assigned to specific branches, allowing groups that are not available to all branches to be hidden. |
| 3772 | Diary | Where day notes have been added to the diary, a link appears on the 'Upcoming Appointments' widget so that they can be viewed. |
| 3833 | Recall | The 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.  |
| 4124 | Diary / Online | The ability to make appointment slots available online, at the point of building the diary, has been added.
|
| 4214 | Diary / Online | All 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. |
| 4246 | Diary | It is now possible to drag/drop or paste an appointment onto a slot that is available online. The online slot will be removed. |
| 4289 | Data Mining | A data mining screen has been added to allow database searches to be created and marketing messages (email/SMS/letter) to be sent. |
| 4306 | Diary | The 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. |
| 4317 | Marketing | An 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.  |
| 4319 | System | A 'User' filter has been added to the activity log screen. |
| 4321 | Templates | A 'Download Template' option has been added to allow document templates to be created by support and released to users. |
Fixes# | Category | Summary |
| 4215 | Recall | Addresses 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 |
| 3800 | eGOS | eGOS 4 claims can now be created and submitted. |
| 4190 | Examinations | A GOS2 (Patient's Optical Prescription or Statement' can be printed from the examination visits table, on the patient record.  |
| 4230 | Examinations | Clicking 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.
|
| 4265 | Examinations | An Rx rounding option has been added, available options are 0.01 or 0.25. |
| 4283 | Diary | The 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. |
| 4238 | Stock | Addresses an issue where the treatment type filter wasn't working. |
| 4281 | Dispense | The tray number is now saved on field exit so that it can auto-populate the dispense confirmation window. |