 | How to find the 'App Version Number' The application 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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Current Release - 2025.06.24
Enhancements# | Category | Summary | ||
| 4427 | Stock | 'Book Price' has been added to the stock record and can be used in formula calculations.  | ||
| 5482 | Patient Records | Region based NHS entitlements are now available for selection. e.g. Users in Wales can select 'Hearing Impaired' amongst other approved reasons. | ||
| 5485 | Stock | The performance of some stock queries has been improved, particularly when choosing to show 'In Stock Only' items when selecting a Frame. | ||
| 5489 | Patient Records | It is now possible to search for patients using a legacy reference number. This assists new Nova users who have transferred from from other provider systems. | ||
| 5506 | Appointments | It is now possible to change the examiner when creating / editing appointments. | ||
| 4964 | Examinations | A new ability to download clinical exam types has been added. For example, if you want to start recording Audiology assessments, there is a list of exam templates avaialble to you so you don't have to create it manually. | ||
| 5039 | Vouchers | Vouchers can now be marked with a 'Date Received'. The following filter / sort options have also been added the 'Voucher Reconciliation' screen :
| ||
| 5278 | Schemes | The option to use 'Scheme Prices' has been added. This means you can set a different retail price that can be used when selling items as part of a scheme. You can add these prices in stock setup using the 'Quick Price' options, and they are then available when creating a scheme. | ||
| 5383 | Vouchers | Custom vouchers can now be added to a non-patient sale. When linked to a sales item and used in conjunction with the 'Qty' button in the till this allows for bulk adding of vouchers to a receipt i.e. for Diabetic Grading Services  | ||
| 5473 | Data Mining | You can now choose to display addresses using separate address lines in your results. This enables you to export a file for use with a third party provider. New field names: Address Line 1 - 5  | ||
| 5493 | Data Mining | When filtering by test date in data mining, it is now possible to limit matches to the 'Latest Examination Only'. | ||
| 5502 5503 | Templates | Template Groups are now sorted in alphabetical order. This applies in Settings and also when sending correspondence from the patient record. | ||
| 5508 | Patient Records | The NHS Number and National Insurance number are now displayed with formatting applied. | ||
| 5509 | Orders | The orders CSV export now contains the date that the order was last updated. | ||
| 5511 | Orders | A change to the way order numbers are generated has been made in order to add flexibility around their use in the future. This change has no impact on existing users. | ||
| 5497 | Stock | Improvements have been made to increase the efficiency of downloading frame catalogues. |
Fixes# | Category | Summary |
| 5496 | Examinations | Grading results are now copied correctly when the option is selected within the current exam |
| 5499 | Contact Lenses | Manual entry of the BOZR fields is no longer restricted to the rounding method selected in settings. |
| 5475 | Transactions | The rounding method for cashing up values has been improved to ensure greater accuracy. |
| 5480 | Stock | Deleting a sundry or fee item no longers returns an error message |
2025.06.10
Enhancements# | Category | Summary |
| 4116 | Transactions | A new option, 'External Refund', has been added that allows a generic refund to be processed, possible reasons would be for refunding online sales, scheme payments or partial refunds where the receipt has been uploaded to Xero. |
| 4593 | Data Mining | In Data Mining, the last and next Appointment date/time & Reason have been split into separate fields so that the can be sorted on. |
| 4668 | Notifications | Scheduled notifications can now be set to 'Hours', for notifications scheduled for the same day a check is made to ensure enough time is left for the notification to be sent. |
| 4754 4938 5159 5353 5390 5465 | System | New merge-fields have been added:
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| 5163 5450 | Appointments | The patient default phone number, date of birth and patient reference number have been added to the Daily Appointment report. |
| 5251 | Exam Records | Recalls that are marked as suspended now have the flag cleared when the recall date is updated on the exam record. |
| 5265 | Business Intelligence | Dashboard have been updated to use the same methodology as other components. |
| 5286 | Word processor | A change has been made to improve the loading time of the editor. The list of mail-merge fields is now loaded from cache if available and if not a button appears to allow the list to be manually loaded. |
| 5337 | Online Booking | The ability to have online booking enabled/disabled at a branch level has been added. |
| 5343 | Patient Portal | Appointment notes have been removed from the patient portal. |
| 5359 | Schemes | Background changes to scheme types so that scheme payments can be hidden from dashboards / reports, if preferred. |
| 5366 | Examinations | 'Rx / Vision Type' have been added to the 'Previous Rx' slide out side panel, where the Rx shown is from a dispense record. |
| 5368 | Examinations | Intermediate & near prisms and VA's are now displayed and can be edited even when the 'Show Inter / Near' option is disabled in settings. |
| 5371 5373 | Examinations | A new feature has been added that allows previous results to be viewed and copied to the current examination record. Where available, buttons showing previous exam dates/times will display at the top of a tab. Click the button to load the results from that date. The previous results can be copied forward using the 'Copy to Current Exam' button.  |
| 5376 | Dispense | A new option has been added to the frame selection window in the dispense screen, 'Reduce Stock'. The option is ticked automatically when the frame selected is set as 'Shelf Item' on the stock record, however the user has the option to manually override the option if the frame is being supplied externally. When the option is not ticked, the frame status is set to 'Supply'  |
| 5379 | Business Intelligence | The total sales value for each staff member has been added to the table at the bottom of the clinical dashboard. |
| 5394 | Schemes | OPS scheme payments are now displayed on the reconciliation screen. |
| 5396 | Data Mining | The 'Recall' field is now included as part of the 'CSV' export. |
| 5404 | Patient Record | Any changes made by the user, after clicking the 'Pen (edit)' icon in the surgery window - when in a patient record updates the main surgery record. To prevent accidental changes, a warning message is now displayed. |
| 5411 | Notifications | An alternate method can now be set for order status notifications. |
| 5418 | eGOS | GOS3 Takeaway can now only be printed once the status has been updated to 'Terminated' |
| 5421 | Dispense | The recommendations, added during the examination, are now displayed when a dispense is created (along with the dispense notes). |
| 5453 | Data Mining | The 'Total Spend...' and 'Total transaction value...' filters now account for the date range specified with 'Made purchase between' |
| 5455 | Patient Record | When sending an SMS to a patient that has multiple mobile numbers saved, the 'Send to' field will now show 'Default' to highlight the preferred number to be used and will be pre-selected. |
| 5463 | Patient Record | 'GOS2 and GOS3' has been added as an option to the printer settings section in setup - allowing them to be sent directly to the printer / screen or PDF. |
| 5464 | Contact Lenses | The next collection date can now be edited manually on the collection schedule. |
Fixes# | Category | Summary |
| 4983 | Stock | Addresses an issue where the frame stock screen 'Save' button doesn't work. |
| 5430 | Data Mining | Addresses an issue with the age filter. |
| 5442 | Stock | Addresses an issue in the stock screen where the qty can increase exponentially - under specific conditions. |
| 5460 | Orders | Addresses an issue where marking a CL trial lenses order as collected would update the next collection date. |
2025.05.20
Enhancements# | Category | Summary |
| 4573 | Stock | You can now mark stock items as favourites. These items will appear at the top of your item selection lists when adding them to a dispense or a transaction. You can do this by editing the item and enabling the 'Favourite' toggle.   |
| 4827 | Stock Take | A new option has been added that enables you to carry out a stock take for a particular product group, e.g. frames only. |
| 5147 | Orders | Adding £0 items to a custom order has been enabled. |
| 5152 | Orders | You can now edit the pack size when creating an order for trial contact lenses. |
| 5153 | Order | Adding custom items to an order has been enabled. |
| 5185 | Reports | A brand filter has been added to the stock valuation report. |
| 5208 | Reports | A clinical audit report is now available - this contains every field for every exam for the current patient. This is useful for those practices undergoing an NHS Audit. There is also an option for the patient's personal info to be redacted. You can generate this report from the patient record by going to Actions -> Exam Audit.  |
| 5298 | eGOS | Claim values are now calculated on the form when creating a GOS4 claim. |
| 5305 | eGOS | Claim values are now displayed on the form when creating a GOS1 claim. |
| 5313 | Patients | When sending SMS or or Emails to patients with multiple contact details, you now have the ability to select which number or email address you wish to use. |
| 5333 | Appointments | The Branch name is now displayed in the appointment diary when using the 1-day view. |
| 5340 | Appointments | The select/deselect buttons for rooms and branches in the appointment diary have been enhanced by making them clearer. |
| 5365 | Examinations | VA is now displayed as part of the refraction string on the patient record, the examinations screen and in the dispense screen. |
| 5367 | Examinations | A new option has been added that enables you to view more clinical procedure history while carrying out an exam. To enable this option go to Settings > Branch > Settings >  |
| 5369 | Examinations | A new tab type 'Recommendations' is now available for use in your examinations. You can create a set of recommendations in setup that will appear on the recommendations tab in your exam. You can do this by going to Settings -> Exams -> Recommendations and then adding the new tab to your exam layouts in Settings -> Exams -> Exam Tabs.  |
| 5375 | Appointments | There is a new branch setting that enables the times in the appointment diary to be better aligned on the screen by assigning a more proprtional height to the slots. This can be enabled by going to Settings -> Branch -> Settings -> Slot Heights  |
| 5377 | Stock | Frame Material, Gender and Type are no longer mandatory when creating a frame record |
| 5380 | Transactions | There is no longer any need to click a button before scanning a barcode, simply scan or type into the new field on screen. This field is also available in the dispense screen. |
| 5381 | Reports | A new Stock Movement report has been added that shows you each stock movement recorded for each stock item within the time period selected. |
| 5382 | Stock | New Frame records can now be created with a qty of 0. |
| 5119 | System | An SOS button has been added to the top menu bar. This sends an alert to all users who are logged into the same branch that the sender is calling for help.  |
| 5256 | eGOS | GOS4 supplement values are now calculated correctly when the small facial characteristics option is selected. |
| 5287 | Reports | Four new reports and experts have been added so you view financial data grouped by custom analysis codes. The reports are:
They will display data that is grouped by analysis codes entered into the sales group setup. Analysis code 1 can be used to specify the vatable element and Analysis code 2 can be used to specify the exempt element. You must grant permission to new reports in Settings -> Staff -> Role Groups. |
| 5347 | Schemes | An additional check has been added when creating a transaction for contact lens orders to determine if the patient has an active 'subscription' scheme type as the transaction is carried out automatically for OPS users and when 'Marking as paid' for BACS users. |
| 5096 | Stock | Eyeplan discounts are no longer applied if the Eyeplan Prices are not populated for the the stock item. To facilitate this change, there is a new option to remove eyeplan pricing in the quick pricing window of each stock item. This allows users to apply their own manual discount structure rather than using automated pric reductions. |
Fixes# | Category | Summary |
| 5386 | Stock | A fix has been put in place to ensure the supplier filter works independently of the search field when viewing Spec Treatments in the stock screen. |
| 5405 | eGOS | A minor amendment has been made to make it easier to select the 'Only Sight Exams' toggle when creating a GOS claim. |
| 5345 | OPS | Newly created OPS collections are now shown with the correct 'Pending' status until the specified collection date. |
2025.04.29
Enhancements# | Category | Summary |
| 5301 | Transactions | Xero integration is now available. This process provides a link for your transaction data to be uploaded directly from Nova into Xero - simplifying your accounting. Once configured, Nova will upload your transaction data when you cashup at the end of the day. To be compatible with this link, you should be using Xero Cash basis accounting. |
| 3802 | eGOS | It is now possible to create and send GOS6 claims electronically in England. |
| 4603 | Settings | Two new permissions have been added that allow staff to 'Create and Edit Refractions' and 'Edit Refraction Adds' - these new permissions give you more granular control over which roles can edit which parts of a sight exam. Previously this was detemined by the role name and not a specific permission. |
| 4832 | Patients | An OPS indicator has been added to the patient record. This allows you to see quickly whether a patient is registered for direct debits via OPS. For more info on OPS and integrated direct debit collection... https://www.nationaleyecare.co.uk/business-support/ |
| 4955 | Examinations | A new option has been added to the Examination page that enables you to print a selection of letter templates at the end of an exam. If the option is enabled, you are presented with a window when using the 'Save and exit' button in the exam screen From here you can select certain letters to be printed, including a GOS2 form. To enable this option go to Settings > Exams >Exam Type and switch on 'Print on Save' for the required examination types.  |
| 5117 | Appointments | Appointment reason has been added to the 'Find Free Slot' feature of the appointment diary. This enables to you to further narrow down your selection for finding available slots in your diary. |
| 5167 | Examinations | Cyl values in examinations can now be forced to use positive, negative or 'as entered' values. This Cyl format option can be set in Branch Settings. |
| 5173 | Transactions | A 'change' amount is now displayed when taking a payment if the payment amount is greater than the outstanding balance. |
| 5269 | Recalls | A confirmation dialog has been added to the Recalls page to prevent accidental sending of recalls. |
| 5291 | Patients | The 'Recalls Stopped' message is now displayed on the patient record if they are marked as deceased. This is for information and reassurance purposes. Deceased patients are never included in the recall list, so this message serves as a handy reminder that they won't be recalled. |
| 5310 | eGOS | The practice name has been aded to the generated GOS2 form |
| 5322 | Settings | It is now possible to assign a custom display order for recall categories when they are displayed in the examinations screen. This can be set by going to Settings -> Recalls -> Recall Categories |
| 5331 | Examinations | It is now possible to quickly insert the current date into an assessment procedure result using a new menu option. This is in addition to the the existing 'Current Time' option |
| 5332 | Docmail | Nova now supports non-balance based accounts, e.g. where billing is carried out by a third paty. |
| 5324 | Patient Records | The list of Exams on the patient record now shows the branch that the exam was created at. |
Fixes# | Category | Summary |
| 5196 | Appointments | Marking an appointment as attended is no longer considered an 'edit'. This is now reflected in the tooltip displayed in the appointment diary. |
| 5280 | Dispense | Calculated intermediate and near prescriptions are now displayed with correct formatting when viewed in the Dispense screen |
| 5304 | eGOS | Page links are now working correctly when viewing a large number of eGOS claims on screen at one time. |
| 5335 | Settings | It is now possible to deselect all users correctly from an Exam Type. |
2025.04.11
Enhancements# | Category | Summary |
| 5274 | System | A background process has been added that enables Nova to rebuild patient contact preferences (e.g. tick email contact preference for all patients with an email address). This is an on-demand service and won't be required by the majority of users, so please contact the helpdesk if you would like us to run this process for you. |
| 4355 | Transactions | It is now possible to link a Voucher to a stock item. This enables the voucher to be added to the transactions automatically when selling a particular stock item. For example, you can add an NHS Sight Exam Fee to a transaction for a patient and the corresponding voucher will be added automatically.  |
| 5158 | eGOS | eGOS forms can now be linked to vouchers that have been added to a transaction from the voucher reconciliation screen. |
| 5160 | eGOS | A PDF report and export have been added to the voucher reconciliation screen that allows you to view a list of vouchers filtered by type and/or date. |
| 5224 | Appointment Setup | A branch filter has been added to the Appointment Reason setup to enable easier viewing of appointment reasons that are available at each branch. Selecting the blank option at the top of the list will display all branches. |
| 5293 | Schemes | The integration between Ophthalmic Payment Services (OPS) and Schemes has been enhanced by enabling automatic payment allocation to transactions. This can be configured by updating the Scheme Type records. Please contact the helpdesk for more information about using OPS to collect your Direct Debit payments. |
| 4728 | eGOS | In advance of eGOS6, it is now possible to create PVN Venues in the Settings. Go to Settings -> Patients -> PVN Venues. |
Fixes# | Category | Summary |
| 5288 | Appointments | A fix has been applied so editing hours in the appointment diary is better able to handle the application of online slots. |
| 4884 | Transactions | Applying corporate payments to a receipt is now better handled to avoid adding duplicate payments. |
| 5264 | Examinations | Certain special characters have been excluded from clinical assessment procedure names to avoid conflicts when merging the results of those procedures into a template. Valid input now inlcudes:
|
2025.04.03
Enhancements# | Category | Summary |
| 4511 | Patient Record | When saving a patient record, the default branch is no longer set to the branch where the record was edited. |
| 5168 | Examinations | Axis is now displayed with no decimal places if the value is a whole number. |
| 5272 | eGOS | Signatures can now be captured by a Topaz device in addition to the Signotec device. Please contact the helpdesk if you would like to configure this as it requires a local application to operate correctly. |
| 5279 | Schemes | Several updates have been made to improve system performance when creating schemes and changing statuses of OPS payments. |
Fixes# | Category | Summary |
| 5275 | Dispense | Lens diameters with discontinued price lines are no longer displayed when selecting lenses |
| 5280 | Examinations | Add values in the refraction components on exams are now displayed with two decimal places. |
| 5284 | Orders | The Fees button has been added to the options available when adding items to a custom order |
2025.03.31
Enhancements# | Category | Summary |
| 5097 | Transactions | There is now a new option in branch settings that allows you to display the patient's address on receipts. You can go to Settings -> Branch -> Settings to enable this option |
| 5241 | Patient Records | There is a new option in branch settings that enables you to display the patient's current recall dates on the generated GOS2 form. You can go to Settings -> Branch -> Settings to enable this option |
| 5114 | Stock | Viewing stock with multiple branches has been simplified by the use of a tab component that allows easy switching between the branches that you have access to |
| 5171 | Stock | It is now possible to enable the shelf item toggle and also adjust the stock qty without having to save the stock record and edit it again. |
| 5178 | Examinations | Within an examination window, it is now possible to view the Rx stored in a refraction tab by hovering over its shortcut button at the top of the window. This gives you quick access to all of the refractions within an exam without having to scroll the window. |
| 5255 | Settings | A new permission 'Create and Edit Users' has been added. This replaces a built in permission that was granted automatically to members of the 'Practice Manager' role. This new permission can now be assigned and performed by any user of a role that is granted the permission. |
| 5259 | Settings | Surgery names and Doctors names are now automatically capitalised when being entered in Settings or via the Px record. |
| 5261 | Transactions | Totals for Sales and Payments have been added to the Transactions screen. This screen shows all transactions that have not yet been cashed-up. |
| 5262 | Dashboards | The transaction dashboard has been updated to include transactions that are not yet cashed-up. |
Fixes# | Category | Summary |
| 5263 | Contact Lenses | The collection schedule window now validates the dates and frequency to better handle invalid input |
2025.03.26
Enhancements# | Category | Summary |
| 3801 | eGOS | You are now able to create and submit electronic GOS5 claims in England. |
| 5081 | Reports | A new 'status' filter has been added to the SMS activity report. This makes it easier to see which SMSs have failed to be delivered. |
| 5172 | Examinations | It is now possible to select a default tonometer (per branch) in the setup. This tonometer will be pre-selected on exams with an IOP component. |
| 5191 | Recalls | The Recall History section of the Recalls screen is now filtered based on your selection at the top of the page and now takes into account the contact method and selected branch. |
| 5242 | Reports | A new sunglasses filter has been added to the Stock Valuation report. This allows you to generate a report with sunglasses included or excluded and also a report exclusively for frames marked as sunglasses. |
| 5245 | Reports | A toggle has been added to enable the inclusion of items and payments on reports that are yet to be cashed up |
| 5250 | Recalls | A change has been made to enable greater flexibility when sending recalls for a specific contact method. Selecting the contact method filter will now only filter the list of items, instead of overriding alternative sending methods. The contact method to be used will always display against the item due to be sent. |
Fixes# | Category | Summary |
| 5244 | Reports | Exports for reports have now been reinstated |
| 5253 | Appointments | The month is now displaying utilisation rates correctly instead of showing rooms as 'closed' |
2025.03.20
Enhancements# | Category | Summary |
| 5031 | Orders | Contact Lens Design options and Colours are now displayed on the orders screen |
| 3835 | Examinations | Exam Types can now be configured to make selected exam types available to certain users. This allows you to specify which members of staff can perform certain exams or to limit which exams appear for the logged in staff member. You can access the new configuration option in Settings -> Exams ->Exam Types. Click the 'Users' button against the exam type to select who can perform each exam. |
| 5027 | Orders | The date of the last status update is now shown on the orders summary screen. This enables you to see when an order last had a status update applied to it. |
| 5207 | Reports | The basis for Transaction reports has been updated, so for example, items added to a dispense are accounted for on the date of the dispense confirmation rather than the date the items were added to that dispense. Sales Groups with zero sales are now included on reports to make it clearer where sales have been allocated. A new report 'Payments By Method (By Cashup)' has also been added that breaks down the payments received per day over the selected date period. |
| 5233 | Dashboards | A new element has been added to the Clinical Dashboard that lists the number of exams by type performed by each staff member |
| 5234 | Dispense | When selecting a lens during a Dispense, the selected diameter is now populated within the lens measurements section |
| 5189 | Patient Records | The patient's GP surgery address is now visible on the tooltip by hovering over the surgery name on the Patient Record |
2025.03.17a
Enhancements# | Category | Summary |
| 5157 | eGOS | A pagination option has been added to the eGOS claim screen. This enables you to view more claims on one page. |
| 5200 | Vouchers | The Voucher reconciliation screen has an updated column title to better reflect the date the voucher was created. |
| 5203 | Orders | The Rx type is now displayed within the dispense details section of spectacle orders. |
Fixes# | Category | Summary |
| 5166 | Contact Lenses | The date picker has been updated when creating a schedule for contact lens collections |
| 5170 | Examinations | Prism values are no longer displayed with a + prefix. |
| 5222 | Examinations | Practices with a region setting of Wales will now see the correct vouchers within the NHS section of the examination screen. |
| 5225 | Stock | Stock searches are now filtering items correctly based on the user's filters |
| 5227 | Reports | A rounding error has been corrected in the Payments by Group by Cashing up report. |
2025.03.17
Enhancements# | Category | Summary |
| 5111 | Homescreen | Signing in from the lock screen will now sign you into the active branch (if you have access) and not your default branch. |
| 5128 | Patient Records | An information message has been added to the Edit Recalls window to alert users that any changes are saved automatically. Users can only access this window from the patient record if they have the correct permissions set for their role in Settings. |
2025.03.13
Enhancements# | Category | Summary |
| 4763 | Patients | The phone number validation has been improved to prevent invalid input. |
| 4958 | Examinations | Positive Contact Lens powers are now displayed with a + prefix |
| 5146 | Recalls | Patient who are marked as 'Stopped Recalls' will no longer appear in the 'Needs Attention' section of the Recalls screen. |
| 5186 | Appointments | To assist users with multiple branches, we have added a warning message to alert you if you are booking an appointment into a branch that is not your active branch. |
| 5194 | Appointments | When using the Upcoming Appointments widget on the homescreen to go to the diary, the appointments displayed now reflect the day that you were viewing on the home screen. |
| 5199 | Vouchers | A new 'Export to CSV' option has been added to the Voucher Reconciliation screen. |
| 5201 | Patients | NHS Number is now visible for non-NHS patients, this is to ensure it can be used for an eReferral if required. |
| 5204 | Stock | Searching for stock records (Frames, Lenses, Contact Lenses, Sundries and Fees) has an improved matching algorithm so entering an exact match description of an item will return the exact record you've searched for. |
| 5202 | Stock | Lens Diameters that are discontinued are no longer available for selection when adding lenses to a dispense. |
| 5211 | Petty cash | Petty cash items are now included in the VAT recalculation routine. |
| 5026 | Staff Records | Staff records now contain a Qualifications field to record the qualification of your staff members. The new merge field associated with it can be inserted into templates. |
| 5133 | Recalls | The 'Send' buttons for Recalls have been moved to the top the screen to avoid scrolling when processing a large number of recalls. |
| 5183 | Patient Portal | The text colour of the title of the patient portal can now be changed. Go to Settings -> Patient ->Portal for configuration options. |
| 5221 | Examinations | IOP averages are now calculated without taking values entered as 0 into account. |
Fixes# | Category | Summary |
| 5205 | eGOS | The rounding of currency values on GOS3 claims has been corrected. |
| 5210 | Tasks | Closed tasks that are not marked as done will no longer count towards the total active tasks on the home screen. |
| 5154 | eGOS | Claims are now submitted using the credentials of the branch that created the claim, rather than the branch that is sending the claim. |
2025.03.05
Enhancements# | Category | Summary |
| 5151 | A new flag has been added to indicate problematic email addresses, a background routine runs regularly to check for emails that have responded with 'hard-bounced', 'rejected', 'spam' or 'unsubscribed' emails and marks the records. Flagged email addresses are shown on the px record table:  A new table has been added to the patient dashboard to show email rejections. You cannot send further emails to a flagged address, however if you delete the email address and re-add it the flag will be removed. | |
| 5155 | Recall | A progress bar is displayed when recalls are being processed, synced across all users that are logged in - the progress bar will remain on screen until the processing has been completed. |
| 5193 | Appointments | A new option has been added 'Closed Days Ahead, 'that allows the number of days ahead to be specified when the 'Hide closed days' option is selected. Lowering the number can give a performance boost - the maximum number of days is 14.  |
Fixes# | Category | Summary |
| 5161 | Dispense | Selecting lenses when there is no refraction caused an error. |
| 5188 | Transactions | Replacing or voiding an item on a dispense, that had discounts applied was causing calculation errors on reports. |
2025.02.27
Enhancements# | Category | Summary |
| 4227 | Dispense | To aide the dispenser, the prescription has been added to the lens selection window. |
| 4539 | Patients | There is no longer a requirement to add a Title to a patient record . |
| 4549 | Stock | Stock can now be searched specifically by entering a barcode. You can enter a # symbol before the barcode to restrict the generic search to barcodes only. |
| 4630 | Examinations | There is a new option to copy Medical Assessment from a patietn's previous Medical Assessment. The Referral check boxes are not copied forward. |
| 4675 | Examinations | Rxs entered on pre-exam records are now visible in the 'View Recent Rx' slide out and can be copied into your current exam in the same way as other previous Rxs. |
| 5048 | Templates | There are new merge fields available that allow you to add current patient medication to your templates. |
| 5118 | Diary | Previous cancellations & FTA's are displayed in the booking screen, after a patient has been selected. |
| 5120 | Online Forms | Merge fields can now be associated with questions on forms, allowing questionnaires to be pre-populated with patient data - including clinical assessment results. Completed forms can be viewed from the 'Patient Forms' section of the patient record. |
| 5131 | Px Search | When finding patients, 'Stars' are now displayed in the search results. Hovering over a star displays the description (if assigned) in the tooltip. Stars can be updated within setup (Settings>Patients>General).  |
| 5148 | Examinations | Units of measurement labels have been added to the IOP and Axial Length History charts to improve clarity around the values displayed. |
| 5149 | Examinations | The order of the Efron Grading elements has been updated to better reflect clinical use. |
Fixes# | Category | Summary |
| 5139 | Templates | A change has been made to enhance the way templates appear when using absolute positon values in their HTML |
| 5162 | Stock | Entering a non-numeric value into the price fields when creating Contact Lenses no long causes an error |
2025.02.20
Enhancements# | Category | Summary |
| 4303 | Online Forms | Introducing 'Online Forms', send pre-appointment / pre-exam questionnaires to patients ahead of their visit to the practice.
   |
| 4634 4755 | Recalls | 'Recall Groups' have been added to allow filtering of exam categories on the examination record and for grouping similar categories together for recall purposes.  New recall group merge fields have been added, which will search all related exam categories (linked to a recall group) and return the next recall date. This method allows you to have multiple next recall dates i.e. Sight Exam, Contact Lens, Audiology, Additional Tests.   |
| 4907 | Patient Records | An option to 'Log Phone Call' has been added to the patient record. The notification preferences are checked first and if the patient has said no to telephone calls the user will be prompted to continue or cancel. Any notes are recorded to the correspondence log.     |
| has b5006 | Recall / Px Record | The ability to add / update recalls from the patient records has been added. This option requires a staff permission to be enabled before it can be used.  |
| 5035 | Text Paragraphs | It is now possible to select & insert multiple paragraphs into notes boxes. |
| 5091 | Notifications | The number of pending notifications displayed on the home screen and in the recalls window is now limited to just those due to be sent within the next 2 weeks.  |
It is now possible to view the latest order status notes from the status table on the patient record. Hovering over the notes button will display them in a tooltip or clicking will open a popup window.   | ||
| 5102 | Patient Record | Clicking the till balance on the patient record will now open the 'Px Transaction Summary' window.  |
| 5108 | Reports | Added quick-select button to 'Select / Deselect ALL' sales group (where applicable). |
| 5112 | Examinations | An 'Insert Paragraphs' button has been added to the notes box in the 'CL Refraction' block. |
Fixes# | Category | Summary |
| 5100 | Examinations | Additional validation added to the VA fields to ensure that contents are formatted correctly on exit i.e. '6/' does not prepend values when it shouldn't. |
2025.02.11
Enhancements# | Category | Summary |
| 3941 | Correspondence | The correspondence table on the patient record will now show the mailing status for letters sent to DocMail. New filters have also been added above the table.  |
| 4497 | Appointments | 'Flagged' patient notes can now be viewed when booking an appointment. Once a patient has been selected a link will be displayed if there are important notes, notes will be displayed in a popup window.  |
| 4520 | Formulae | A formula sample calculation has been added above the formulae table in Setup->Stock->Formulas. It can be used to test any of the formula in the table.  |
| 4585 | Correspondence | The correspondence table on the patient record will now show the status for emails through NOVA (delivered, opened, clicked) New filters have also been added above the table.  |
| 4745 | System | The staff list has been updated so that the inactive filter is respected regardless of the search results page. |
| 4865 | Appointments | The family icon is now displayed on the booking page in the diary, where applicable. Click the icon to display the family window. |
| 4909 | Dispense | Notes added against dispenses can now be copied forward to the order notes when the dispense is confirmed. There is a new branch setting that needs to be enabled first.  |
| 5037 | System | The staff list on the lock screen now shows all staff members that have been granted permission to access the active branch - previously they were only included if they had the active branch set as their default branch. |
| 5043 | System | When searching the Activity Log, the search is now only triggered by clicking the Search button. By default the table displays todays activity. |
| 5053 | Dispense | It is now possible to apply discounts to confirmed dispenses, as long as the transaction has not been cashed up. |
| 5057 | Activity Log | New search options, 'Record Type' & 'Keyword Search', and a search button have been added to the Activity Log. |
| 5059 | Formula | New 'Ending In' rounding option have been added to the formula table along with 'Rounding Amount'. |
| 5067 | Reports | 'Patient Account Transactions' report has been added. It will need to be made available to staff members via the Reports permission in Staff Roles |
| 5070 | Templates | A new merge field has been added to display the patient balance. |
| 5077 | Transactions | New validation rules have been added when allocating vouchers to a transaction.
|
| 5079 | Correspondence | The correspondence table on the patient record will now show the status for SMS sent through NOVA (sent, delivered, failed) New filters have also been added above the table.  |
| 5082 | Reports | Transaction Date has been added to the Payments Report (Detailed) |
| 5083 | Reports | 'Patient Account Balances' report has been added. It will need to be made available to staff members via the Reports permission in Staff Roles |
Fixes# | Category | Summary |
| 5042 | Examinations | Addresses an issue where VA measurement wasn't recognising a logMAR value so added '6/' in front. |
| 5045 | Loyalty | Addresses an issue where loyalty plans were not being applied to orders. |
| 5055 | Recalls | Addresses an issue where the 'Correspondence' printer was being used when re-sending recalls, it now correctly uses the 'Recalls' printer |
| 5080 | Messaging | Addresses an issue where the selection of conversations didn't always work. |
2025.01.20
Enhancements# | Category | Summary |
| 4515 | Dispense | It is now possible to change the frame price before adding it to the dispense. |
| 4919 | System / Template | A change to reduce the number of times the word processor is loaded within setup. |
| 5036 | eGOS | 'Sort by:' and export to 'CSV' options have been added to the eGOS screen. |
2025.01.15
Enhancements# | Category | Summary |
| 4222 | Transactions | A new security permissions has been added, 'Credit and Refund Transactions'. The permission is disabled by default. |
| 4467 | Transactions | Adding a zero-value voucher to a transaction will now you to enter the value required for that voucher. This allows custom voucher amounts to be added to transactions |
| 4507 | Transactions | There is a new voucher submission report that can be printed directly from the Voucher Reconciliation screen. |
| 4712 | Reports | Two new reports have been added, 'Cashing Up Overview' and 'Cashing Up Summary'.  |
| 4747 | Dispense | Opening a dispense record, from the patients dispense list, now goes directly to the dispense selected. |
| 4782 | Patients | It is now possible to search for patient's across all of a user's accessible branches. To use this function, you can select no branch in the list of accessbile branches from any patient search window. The all branches option is selected by default and your last selection is retained until you select a different option. |
| 4801 | Transactions | The Voucher Reconciliation screen has been updated to provide a sort option for the table. The selected option is retained after processing an update to a voucher in order to enhance usability. |
| 4866 | Recall | A button has been added to open the family connections window. |
| 4889 | Examinations | The 'GOS2' print button is now hidden for patients marked as private. |
| 4891 | Settings | Performance has been improved when accessing the settings section of the application. |
| 4892 | Appointments | It is now possible to split a past/current slot (on the current day) in order to add a new appointment. For example, to facilitate recording an emergency appointment in the diary where there are no available slots.  By using the 'View/Edit appointment' option, you can reduce the length of the booked appointment to make space in the diary for a new appointment to be booked so the diary better reflects the day's events. There is an updated role permission required in order to carry out this action.  |
| 4902 | Examinations | A notes box has been added to the 'CL Fit' & 'CL Grading' tabs.  |
| 4910 | Orders | There is a new option that allows users to export their Orders list to a CSV file. This allows custom analysis to be carried out in an external application. |
| 4925 | Examinations | The NHS tab on the examinations screen has been simplified to reduce the number of answers that need to be selected. The three questions for prescription outcome have been reduced to one question. |
| 4926 | Examinations | Tabs within an exam (including tabs added during the exam) can now be re-ordered during the exam. |
| 4933 | Dispense | The frame colour code is appended to the colour field in the frame section of dispense. The field also appears on the Dispense Summary & Order reports. |
| 4935 | Dispense | A 'Frame Status' field has been added to the frame section of dispense, available options are 'Enclosed', 'Supply' & 'To follow'. The field has also been added to the Dispense Summary & Order reports.  |
| 4941 | Reports | Stock valuation report now includes total values for: 'Supplier' & 'Branch' and a 'Grand Total'. |
| 4949 | Orders | There is a new option added to the Orders page to allow sorting of the Orders on the page. This sort is applied to all results so will affect each page of results. |
| 4950 | Orders | The number of Orders displayed on the page is now customisable to allow you to have better visibility of upcoming required-by dates. You can select the number of results using the new dropdown option. |
| 4963 | Examinations | Multiple IOP tabs can now be added to an examination record. The description will be set as 'IOPs' and can be changed using the pen icon. |
| 4988 | Examinations | There is now an option in Contact Lens Refractions tabs that allows you to choose whether to apply an over-refraction to the Contact Lens final rx. There is a futher option called 'override' that allows you to manually adjust the final rx. |
| 4991 | Patients | The examiners signature is now scaled correctly when printed on GOS2 forms |
| 4995 | Appointments | Patients can now be marked as arrived even after the slot time has past. If a patient is running late, you are still able to mark them as arrived (on the same day as the appointment) |
| 5000 | Contact Lenses | The BOZR and TD values of the selected lenses are now displayed as part of the refraction within the Exams and Contact Lenses section of the Patient Record. |
| 5010 | Dashboards | The appointments dashboard has been updated to include data on the number of appointments booked by reason / per staff member. |
| 5013 | Orders | A progress bar has been added to the orders screen to give a better visual indication that the results have been updated. |
| 3851 4659 4687 4900 4953 | Stock | Adding Frames and their variations has been made simpler and more versatile. You can now assign variations to multiple branches much more easily and there is a warning to highlight that data is unsaved  The option for updating existing barcodes linked to frames has also been enhanced. The Create From option can also be used to clone variations of a specific frame. This retains the size / colour information of the existing variation to make adding a new size/colour combination quicker and simpler.  |
Fixes# | Category | Summary |
| 4524 | Patients | An issue has been corrected that allowed deceased patients to appear in patient search results without the option selected. |
| 4697 | Transactions | The percentage discount calcuations have been improved to ensure greater accuracy when the discount amount results in a value smaller than 1p. |
| 4746 | Transactions | The closing float calculation in the cashing up screen has been improved to better reflect currency calculations avoid unwanted 1p differences. |
| 4747 | Dispense | Clicking 'Show' on the Dispense screen will now direct you to the specific Dispense you selected, rather then just the patient's dispenses. |
| 4861 | Settings - Recall | Saving recall schedules or alternatives will save changes made in either table plus schedule names. |
| 4973 | Appointments | Fixes an issue where a previously suspended recall (due to an appointment being booked) was not being unsuspended when the appointment is updated (and the new reason is linked to a recall schedule). |
| 4975 | Transactions | The family balance displayed in the the transactions screen is now correctly displaying the total balance. |
| 4980 | Staff Records | Fixes a crash when saving new staff records, where the 'Require branch confirmation after login' option wasn't set. |
| 4982 | Patients | The 'Create and Edit eGOS Forms' permission was not preventing new forms from being created. |
| 4984 | Examinations | A compatbility issue has been corrected that allows improved page functions when the CL Fit tab and the Images/Sketches tab are both used in the same exam. |
| 4994 | Dispense | Voiding a frame from an unconfirmed dispense will now also remove the frame description, size, colour and model. |
| 5005 | Schemes | Loyalty discounts are no longer used when assigning a patient's scheme payments to a transaction. |
| 5014 | Orders | Clicking 'View' on the Orders screen will now direct you to the specific order you selected, rather then just the patient's orders. |
2024.12.23
Enhancements# | Category | Summary |
| 4005 | Examinations | Multiple entries can now be selected for the DSE options on the Medical Assessment section. |
| 4772 4922 | Appointments | A new option has been added to the diary, 'Edit Slot', allowing an appointment slot to be split or extended (up to the maximum permissible slot based on the next appointment time) and / or the appointment reason and staff member to be changed. The resulting appointment can also be made available online if needed.   |
| 4833 | Patient Record | The patient's assigned loyalty plan is now displayed in the patient header as a tag so it is visible when viewing or searching for a patient record.  |
| 4867 | Transactions | The family options have been made more prominent within the transactions summary, alongside the addition of a button to view the details of family members. |
| 4886 | Appointments | The diary options, to mark an appointment as attended, are now available until the end of the day - giving more time for patients who are running late. |
| 4888 | Appointments | In multi-day diary views where the diary is narrower, the patient name takes priority over the appointment type. The patient reference is now shown in the tooltip, when hovering over the appointment. |
| 4912 4913 | Settings - Templates |
|
| 4923 | Examinations | The popup menu for the Clinical Assessment dictionary items in the Examination window now shows up to 10 items for selection. This reduces the number of times that the 'more options' menu item is needed so you can enter your procedure results more quickly. |
| 4948 | Examinations | The 'IOP History' & 'Axial Length History' chart have been resized. |
| 4923 | Examinations | The popup menu for the Clinical Assessment dictionary items in the Examination window now shows up to 10 items for selection. This reduces the number of times that the 'more options' menu item is needed so you can enter your procedure results more quickly. |
| 4956 | Dispense | The 'Frame Description' field has been made bigger to show the full description. |
| 4960 | Transactions | Two new permissions have been added, 'Void Items' and 'Void Payments'. Ticking the permission will allow staff members to delete either items or payments (or both) from receipts.  Two new reports have also been added, 'Voided Payments' and 'Voided Items', to allow voids to be tracked.  Note: Both permissions & reports are DISABLED by default The new permissions can be enabled in Settings -> Staff -> Role Groups |
| 4962 | System Login | A new option has been added to the staff members record, 'Require branch confirmation after login', to allow staff members with access to multiple branches to choose the branch they wish to login to. After logging in, a branch select window appears with the allowed branches available for selection.   |
| 4833 | Patient Record |  |
| 4945 | Recalls | The outstanding recalls are now listed in order by their scheduled date to make it easier to view and send the most relevant items. |
| 4954 | Patient Record | The GOS2 generated from the Patient Record now includes the branch phone number. |
| 4966 | Recalls | Recalls that 'Need Attention' can now be dismissed if you no longer want to contact the patient. |
Fixes# | Category | Summary |
| 4554 | Stock | Brands linked to suppliers are no longer displayed if they are not relevant to the product group being selected / created. |
| 4961 | Till Setup | Fixes a display only issue in the loyalty plan table, where the percentage toggle was not displaying correctly. |
| 4971 | Patient Record | A transitional change has been made to The Final Rx now prioritises the Sight Exam final refraction over the Contact Lens refraction when displaying the final rx of a combined exam (with both ST and CL flags ticked in the Exam Types settings). A further change will be made in the future to display both final refractions from a combined exam. |
17.12.2024
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. |