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' 



Current Release - 10.06.2025


Enhancements


#

Category

Summary

4116TransactionsA 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.

4593Data MiningIn Data Mining, the last and next Appointment date/time & Reason have been split into separate fields so that the can be sorted on.
4668NotificationsScheduled 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
SystemNew merge-fields have been added:
  • full_cl_rx_r
  • full_cl_rx_l
  • staff.fullname
  • staff.firstname
  • staff.surname
  • staff.staff_code
  • staff.list_number
  • staff.goc_number
  • frame_variation_price.eyeplan_price_1
  • frame_variation_price.eyeplan_price_2
  • frame_variation_price.eyeplan_price_3
  • nhs.retest_code
  • nhs_patient_referred
  • nhs_patient_referred_checkbox
  • nhs.new_changed_rx
  • nhs.new_changed_rx_checkbox
  • nhs.no_rx_required
  • nhs.no_rx_required_checkbox
  • nhs.unchanged_rx
  • nhs.unchanged_rx_checkbox
  • nhs.voucher_issued
  • nhs.voucher_issued_checkbox
  • nhs.first_vouhcer_type
  • nhs.first_voucher_prism
  • nhs.first_voucher_prism_checkbox
  • nhs.first_voucher_tint
  • nhs.first_voucher_tint_checkbox
  • nhs.second_vouhcer_type
  • nhs.second _voucher_prism
  • nhs.second _voucher_prism_checkbox
  • nhs.second _voucher_tint
  • nhs.second _voucher_tint_checkbox
  • branch.address_one_line
  • branch.company_name+address_one_line
  • patient.address_one_line
  • patient.surgery_address
  • patient.branch_phone (merges the practice phone number of the branch where the patient was created)
5163
5450
AppointmentsThe patient default phone number, date of birth and patient reference number have been added to the Daily Appointment report.
5251Exam RecordsRecalls that are marked as suspended now have the flag cleared when the recall date is updated on the exam record.

5265Business Intelligence
Dashboard have been updated to use the same methodology as other components.
5286Word processorA 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.
5337Online BookingThe ability to have online booking enabled/disabled at a branch level has been added.

5343Patient PortalAppointment notes have been removed from the patient portal.
5359SchemesBackground changes to scheme types so that scheme payments can be hidden from dashboards / reports, if preferred.
5366Examinations'Rx / Vision Type' have been added to the 'Previous Rx' slide out side panel, where the Rx shown is from a dispense record.
5368ExaminationsIntermediate & 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.
5376DispenseA 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'


5379Business IntelligenceThe total sales value for each staff member has been added to the table at the bottom of the clinical dashboard.

5394SchemesOPS scheme payments are now displayed on the reconciliation screen.
5396Data MiningThe 'Recall' field is now included as part of the 'CSV' export.
5404Patient RecordAny 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.

5411Notifications
An alternate method can now be set for order status notifications.
5418eGOSGOS3 Takeaway can now only be printed once the status has been updated to 'Terminated'
5421DispenseThe recommendations, added during the examination, are now displayed when a dispense is created (along with the dispense notes).
5453Data MiningThe 'Total Spend...' and 'Total transaction value...' filters now account for the date range specified with 'Made purchase between'
5455Patient RecordWhen 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.

5463Patient 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.
5464Contact LensesThe next collection date can now be edited manually on the collection schedule.


Fixes


#

Category

Summary

4983StockAddresses an issue where the frame stock screen 'Save' button doesn't work.
5430Data MiningAddresses an issue with the age filter.
5442StockAddresses an issue in the stock screen where the qty can increase exponentially - under specific conditions.
5460OrdersAddresses an issue where marking a CL trial lenses order as collected would update the next collection date.

2025.05.20

Enhancements


#

Category

Summary

4573StockYou 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.


4827Stock TakeA new option has been added that enables you to carry out a stock take for a particular product group, e.g. frames only.

5147OrdersAdding £0 items to a custom order has been enabled.
5152OrdersYou can now edit the pack size when creating an order for trial contact lenses.

5153OrderAdding custom items to an order has been enabled.
5185ReportsA brand filter has been added to the stock valuation report.
5208ReportsA 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.

5298eGOSClaim values are now calculated on the form when creating a GOS4 claim.
5305eGOSClaim values are now displayed on the form when creating a GOS1 claim.
5313PatientsWhen 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.

5333AppointmentsThe Branch name is now displayed in the appointment diary when using the 1-day view.
5340AppointmentsThe select/deselect buttons for rooms and branches in the appointment diary have been enhanced by making them clearer.
5365ExaminationsVA is now displayed as part of the refraction string on the patient record, the examinations screen and in the dispense screen.
5367ExaminationsA 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 > 
5369ExaminationsA 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.
5375AppointmentsThere 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

5377StockFrame Material, Gender and Type are no longer mandatory when creating a frame record
5380TransactionsThere 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.
5381ReportsA new Stock Movement report has been added that shows you each stock movement recorded for each stock item within the time period selected.
5382StockNew Frame records can now be created with a qty of 0.
5119SystemAn 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.

5256eGOSGOS4 supplement values are now calculated correctly when the small facial characteristics option is selected.
5287ReportsFour new reports and experts have been added so you view financial data grouped by custom analysis codes. The reports are:

  • Sales By Analysis Code
  • Sales By Analysis Code (By Cashup)
  • Payments By Analysis Code
  • Payments By Analysis Code (By Cashup)

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.

5347SchemesAn 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.

5096StockEyeplan 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

5386StockA 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.

5405eGOSA minor amendment has been made to make it easier to select the 'Only Sight Exams' toggle when creating a GOS claim.

5345OPSNewly created OPS collections are now shown with the correct 'Pending' status until the specified collection date.


2025.04.29

Enhancements


#

Category

Summary

5301TransactionsXero 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.
3802eGOSIt is now possible to create and send GOS6 claims electronically in England.

4603SettingsTwo 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.

4832PatientsAn 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/

4955ExaminationsA 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.

5117AppointmentsAppointment 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.

5167ExaminationsCyl 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.

5173TransactionsA 'change' amount is now displayed when taking a payment if the payment amount is greater than the outstanding balance.

5269RecallsA confirmation dialog has been added to the Recalls page to prevent accidental sending of recalls.

5291PatientsThe '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.

5310eGOSThe practice name has been aded to the generated GOS2 form

5322SettingsIt 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

5331ExaminationsIt 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

5332DocmailNova now supports non-balance based accounts, e.g. where billing is carried out by a third paty.

5324Patient RecordsThe list of Exams on the patient record now shows the branch that the exam was created at.



Fixes


#

Category

Summary

5196AppointmentsMarking an appointment as attended is no longer considered an 'edit'. This is now reflected in the tooltip displayed in the appointment diary.

5280DispenseCalculated intermediate and near prescriptions are now displayed with correct formatting when viewed in the Dispense screen

5304eGOSPage links are now working correctly when viewing a large number of eGOS claims on screen at one time.

5335SettingsIt is now possible to deselect all users correctly from an Exam Type.



2025.04.11

Enhancements


#

Category

Summary

5274SystemA 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.
4355TransactionsIt 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.


5158eGOSeGOS forms can now be linked to vouchers that have been added to a transaction from the voucher reconciliation screen.

5160eGOSA 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.
5224Appointment SetupA 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.

5293SchemesThe 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.
4728eGOSIn advance of eGOS6, it is now possible to create PVN Venues in the Settings. Go to Settings -> Patients -> PVN Venues.



Fixes


#

Category

Summary

5288AppointmentsA fix has been applied so editing hours in the appointment diary is better able to handle the application of online slots.
4884TransactionsApplying corporate payments to a receipt is now better handled to avoid adding duplicate payments.
5264ExaminationsCertain 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:
  • alphanumeric characters
  • +
  • -
  • _

2025.04.03

Enhancements


#

Category

Summary

4511Patient RecordWhen saving a patient record, the default branch is no longer set to the branch where the record was edited.
5168ExaminationsAxis is now displayed with no decimal places if the value is a whole number.
5272eGOSSignatures 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.
5279SchemesSeveral updates have been made to improve system performance when creating schemes and changing statuses of OPS payments.



Fixes


#

Category

Summary

5275DispenseLens diameters with discontinued price lines are no longer displayed when selecting lenses
5280ExaminationsAdd values in the refraction components on exams are now displayed with two decimal places.
5284OrdersThe Fees button has been added to the options available when adding items to a custom order

2025.03.31

Enhancements


#

Category

Summary

5097TransactionsThere 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
5241Patient RecordsThere 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
5114StockViewing 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
5171StockIt 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.
5178ExaminationsWithin 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.
5255SettingsA 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.
5259SettingsSurgery names and Doctors names are now automatically capitalised when being entered in Settings or via the Px record.
5261TransactionsTotals for Sales and Payments have been added to the Transactions screen.


This screen shows all transactions that have not yet been cashed-up.
5262DashboardsThe transaction dashboard has been updated to include transactions that are not yet cashed-up.


Fixes


#

Category

Summary

5263Contact LensesThe collection schedule window now validates the dates and frequency to better handle invalid input




2025.03.26

Enhancements


#

Category

Summary

3801eGOSYou are now able to create and submit electronic GOS5 claims in England.

5081ReportsA new 'status' filter has been added to the SMS activity report. This makes it easier to see which SMSs have failed to be delivered.

5172ExaminationsIt 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.

5191RecallsThe 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.

5242ReportsA 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.

5245ReportsA toggle has been added to enable the inclusion of items and payments on reports that are yet to be cashed up

5250RecallsA 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

5244ReportsExports for reports have now been reinstated
5253AppointmentsThe month is now displaying utilisation rates correctly instead of showing rooms as 'closed'



2025.03.20

Enhancements


#

Category

Summary

5031OrdersContact Lens Design options and Colours are now displayed on the orders screen
3835ExaminationsExam 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.
5027OrdersThe 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.

5207ReportsThe 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.
5233DashboardsA new element has been added to the Clinical Dashboard that lists the number of exams by type performed by each staff member
5234DispenseWhen selecting a lens during a Dispense, the selected diameter is now populated within the lens measurements section
5189Patient RecordsThe 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

5157eGOSA pagination option has been added to the eGOS claim screen. This enables you to view more claims on one page.

5200VouchersThe Voucher reconciliation screen has an updated column title to better reflect the date the voucher was created.
5203OrdersThe Rx type is now displayed within the dispense details section of spectacle orders.


Fixes


#

Category

Summary

5166Contact LensesThe date picker has been updated when creating a schedule for contact lens collections
5170ExaminationsPrism values are no longer displayed with a + prefix.
5222ExaminationsPractices with a region setting of Wales will now see the correct vouchers within the NHS section of the examination screen.
5225StockStock searches are now filtering items correctly based on the user's filters
5227ReportsA rounding error has been corrected in the Payments by Group by Cashing up report.



2025.03.17

Enhancements


#

Category

Summary

5111HomescreenSigning in from the lock screen will now sign you into the active branch (if you have access) and not your default branch.
5128Patient RecordsAn 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

4763PatientsThe phone number validation has been improved to prevent invalid input.
4958ExaminationsPositive Contact Lens powers are now displayed with a + prefix
5146RecallsPatient who are marked as 'Stopped Recalls' will no longer appear in the 'Needs Attention' section of the Recalls screen.
5186AppointmentsTo 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.

5194AppointmentsWhen 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.
5199VouchersA new 'Export to CSV' option has been added to the Voucher Reconciliation screen.
5201PatientsNHS Number is now visible for non-NHS patients, this is to ensure it can be used for an eReferral if required.
5204StockSearching 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.
5202StockLens Diameters that are discontinued are no longer available for selection when adding lenses to a dispense.
5211Petty cashPetty cash items are now included in the VAT recalculation routine.
5026Staff RecordsStaff 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.
5133RecallsThe 'Send' buttons for Recalls have been moved to the top the screen to avoid scrolling when processing a large number of recalls.

5183Patient PortalThe text colour of the title of the patient portal can now be changed. Go to Settings -> Patient ->Portal for configuration options.
5221ExaminationsIOP averages are now calculated without taking values entered as 0 into account.


Fixes


#

Category

Summary

5205eGOSThe rounding of currency values on GOS3 claims has been corrected.
5210TasksClosed tasks that are not marked as done will no longer count towards the total active tasks on the home screen.
5154eGOSClaims 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

5151EmailA 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.
5155RecallA 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.
5193AppointmentsA 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

5161DispenseSelecting lenses when there is no refraction caused an error.
5188TransactionsReplacing or voiding an item on a dispense, that had discounts applied was causing calculation errors on reports.



2025.02.27

Enhancements


#

Category

Summary

4227DispenseTo aide the dispenser, the prescription has been added to the lens selection window.

4539PatientsThere is no longer a requirement to add a Title to a patient record .
4549StockStock 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.
4630ExaminationsThere is a new option to copy Medical Assessment  from a patietn's  previous Medical Assessment. The Referral check boxes are not copied forward.

4675ExaminationsRxs 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.
5048TemplatesThere are new merge fields available that allow you to add current patient medication to your templates.
5118DiaryPrevious cancellations & FTA's are displayed in the booking screen, after a patient has been selected.

5120Online FormsMerge 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.
5131Px SearchWhen 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).
5148ExaminationsUnits of measurement labels have been added to the IOP and Axial Length History charts to improve clarity around the values displayed.

5149ExaminationsThe order of the Efron Grading elements has been updated to better reflect clinical use.


Fixes


#

Category

Summary

5139TemplatesA change has been made to enhance the way templates appear when using absolute positon values in their HTML
5162StockEntering a non-numeric value into the price fields when creating Contact Lenses no long causes an error

2025.02.20

Enhancements


#

Category

Summary

4303Online FormsIntroducing 'Online Forms', send pre-appointment / pre-exam questionnaires to patients ahead of their visit to the practice.

  • Create forms using the drag and drop editor
    • Image
    • Text
    • Hyperlink
    • Spacer
    • Horizontal line
    • Input box
      • Text
      • Date
      • Text paragraph
      • Dropdown list
      • Radio option (single answer)
      • Checkbox (multi answer)
      • Slider (multi answer)
  • Apply styles to your forms
    • Font size
    • Bold
    • Italic
    • Align left / right / center
  • Forms are sent to the patients' portal for secure access
  • A notification is sent to the patient by email or SMS
  • The status of a form can be checked on the patient record
  • Completed forms can be viewed on the patient record


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.


4907Patient RecordsAn 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 b5006Recall / Px RecordThe 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.

5035Text ParagraphsIt is now possible to select & insert multiple paragraphs into notes boxes.

5091NotificationsThe 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. 
5102Patient RecordClicking the till  balance on the patient record will now open the 'Px Transaction Summary' window.
5108ReportsAdded quick-select button to 'Select / Deselect ALL' sales group (where applicable).

5112ExaminationsAn 'Insert Paragraphs' button has been added to the notes box in the 'CL Refraction' block.


Fixes


#

Category

Summary

5100ExaminationsAdditional 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

3941CorrespondenceThe 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.

4497Appointments'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.


4520FormulaeA 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.
4585CorrespondenceThe 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.
4745SystemThe staff list has been updated so that the inactive filter is respected regardless of the search results page.
4865AppointmentsThe family icon is now displayed on the booking page in the diary, where applicable. Click the icon to display the family window.

4909DispenseNotes 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.

5037SystemThe 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.
5043SystemWhen searching the Activity Log, the search is now only triggered by clicking the Search button.

By default the table displays todays activity.
5053DispenseIt is now possible to apply discounts to confirmed dispenses, as long as the transaction has not been cashed up.
5057Activity LogNew search options, 'Record Type' & 'Keyword Search', and a search button have been added to the Activity Log.

5059FormulaNew 'Ending In' rounding option have been added to the formula table along with 'Rounding Amount'.

5067Reports'Patient Account Transactions' report has been added.


It will need to be made available to staff members via the Reports permission in Staff Roles
5070TemplatesA new merge field has been added to display the patient balance.

5077TransactionsNew validation rules have been added when allocating vouchers to a transaction.

  • Voucher value is reduced if the value is greater than items
  • Vouchers can only be applied where they match to the item type 
5079CorrespondenceThe 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.
5082ReportsTransaction Date has been added to the Payments Report (Detailed)

5083Reports'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

5042ExaminationsAddresses an issue where VA measurement wasn't recognising a logMAR value so added '6/' in front.
5045LoyaltyAddresses an issue where loyalty plans were not being applied to orders.
5055RecallsAddresses an issue where the 'Correspondence' printer was being used when re-sending recalls, it now correctly uses the 'Recalls' printer 
5080MessagingAddresses an issue where the selection of conversations didn't always work.

2025.01.20

Enhancements


#

Category

Summary

4515DispenseIt is now possible to change the frame price before adding it to the dispense.
4919System / TemplateA change to reduce the number of times the word processor is loaded within setup.
5036eGOS'Sort by:' and export to 'CSV' options have been added to the eGOS screen.


2025.01.15

Enhancements


#

Category

Summary

4222TransactionsA new security permissions has been added, 'Credit and Refund Transactions'.

The permission is disabled by default.
4467TransactionsAdding 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
4507TransactionsThere is a new voucher submission report that can be printed directly from the Voucher Reconciliation screen.
4712ReportsTwo new reports have been added, 'Cashing Up Overview' and 'Cashing Up Summary'.
4747DispenseOpening a dispense record, from the patients dispense list, now goes directly to the dispense selected.
4782PatientsIt 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.
4801TransactionsThe 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.


4866RecallA button has been added to open the family connections window.
4889ExaminationsThe 'GOS2' print button is now hidden for patients marked as private.
4891SettingsPerformance has been improved when accessing the settings section of the application.
4892AppointmentsIt 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.

4902ExaminationsA notes box has been added to the 'CL Fit' & 'CL Grading' tabs.
4910OrdersThere 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.

4925ExaminationsThe 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.
4926ExaminationsTabs within an exam (including tabs added during the exam) can now be re-ordered during the exam.
4933DispenseThe 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.
4935DispenseA '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.
4941ReportsStock valuation report now includes total values for: 'Supplier' & 'Branch' and a 'Grand Total'. 
4949OrdersThere 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.

4950OrdersThe 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.

4963ExaminationsMultiple 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.
4988ExaminationsThere 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.
4991PatientsThe examiners signature is now scaled correctly when printed on GOS2 forms
4995AppointmentsPatients 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)
5000Contact LensesThe 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.



5010DashboardsThe appointments dashboard has been updated to include data on the number of appointments booked by reason / per staff member.

5013OrdersA 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
StockAdding 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

4524PatientsAn issue has been corrected that allowed deceased patients to appear in patient search results without the option selected.
4697TransactionsThe percentage discount calcuations have been improved to ensure greater accuracy when the discount amount results in a value smaller than 1p.
4746TransactionsThe closing float calculation in the cashing up screen has been improved to better reflect currency calculations avoid unwanted 1p differences.
4747DispenseClicking 'Show' on the Dispense screen will now direct you to the specific Dispense you selected, rather then just the patient's dispenses.
4861Settings - RecallSaving recall schedules or alternatives will save changes made in either table plus schedule names.
4973AppointmentsFixes 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). 
4975TransactionsThe family balance displayed in the the transactions screen is now correctly displaying the total balance.
4980Staff RecordsFixes a crash when saving new staff records, where the 'Require branch confirmation after login' option wasn't set.
4982PatientsThe 'Create and Edit eGOS Forms' permission was not preventing new forms from being created.
4984ExaminationsA 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.
4994DispenseVoiding a frame from an unconfirmed dispense will now also remove the frame description, size, colour and model.
5005SchemesLoyalty discounts are no longer used when assigning a patient's scheme payments to a transaction.
5014OrdersClicking '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

4005ExaminationsMultiple entries can now be selected for the DSE options on the Medical Assessment section.
4772
4922
AppointmentsA 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.


4833Patient RecordThe 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.
4867TransactionsThe family options have been made more prominent within the transactions summary, alongside the addition of a button to view the details of family members.
4886AppointmentsThe 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.
4888AppointmentsIn 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
  • The template list is now sorted A - Z.
  • Filter, group and template types are now retained and re-applied when the template list is re-loaded.
4923ExaminationsThe 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.
4948ExaminationsThe 'IOP History' & 'Axial Length History' chart have been resized.

4923ExaminationsThe 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.
4956DispenseThe 'Frame Description' field has been made bigger to show the full description.

4960TransactionsTwo 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

4962System LoginA 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.


 
4833Patient Record

4945RecallsThe outstanding recalls are now listed in order by their scheduled date to make it easier to view and send the most relevant items.
4954Patient RecordThe GOS2 generated from the Patient Record now includes the branch phone number.
4966RecallsRecalls that 'Need Attention' can now be dismissed if you no longer want to contact the patient.


Fixes


#

Category

Summary

4554StockBrands linked to suppliers are no longer displayed if they are not relevant to the product group being selected / created.
4961Till SetupFixes a display only issue in the loyalty plan table, where the percentage toggle was not displaying correctly.
4971Patient RecordA 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

4915AppointmentsUsing '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.

4931DispenseIt 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.

4932ExaminationsA cap has been added to the recall months field, values greater than 120 are not allowed and will revert to 120 months (10 years).

4934OrdersThe ability to mark order statuses as inactive has been added, allowing old statuses to be hidden from the user.


Fixes


#

Category

Summary

4921Cash-UpAddresses an issue where payments weren't displaying in transaction summary if they were added after the original receipt had been cashed-up.
4930Patient RecordThe '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

4853ExaminationsAn option has been added to allow an examination type, including all linked tables, to be duplicated.

4854Px SearchIt is now possible to search exclusively on the patient id by first typing '#'

4893AppointmentsAppointment 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.

4898TemplatesCalculated Merge fields have been added for a patient's IOP average.


Fixes


#

Category

Summary

4916TasksA scrollbar is now displayed on screen if required to enable easier viewing of a long task list
4919StockFixes an issue when printing zebra labels for items with no price
4927TasksA task can no be closed by anyone assigned to it

Contact LensesAddresses an issue where invalid Contact Lens parameters would prevent a record from loading correctly.

eGOSBetter handling of special characters and format of NHS number when submitting eGOS claims


11.12.2024

Enhancements


#

Category

Summary

4895Appointments
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


TransactionsAddresses an issue with the Windcave card payment station ID.

SchemesAddresses an issue with a scheme calculation if a field had no value.

10.12.2024

Enhancements


#

Category

Summary

4382FormulaeFormula 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.
4761DispenseIn the 'Select Frame' window, a new filter has been added to only show frames in stock.

4762DispenseA new option has been added to the branch settings to allow the 'Lens Range Checker' to be disabled.

4829AppointmentsAn appointment list can be printed from the diary by clicking the printer icon in the day header.


4880SystemNew mail merge fields added:

  • Patient Record
    • [[patient.loyalty_plan]]
    • [[patient.nhs_entitlements]]
  • Schemes
    • [[schemes.account_holders_name]]
    • [[schemes.first_payment_date]]
    • [[schemes.payer_reference]]
    • [[schemes.regular_amount]]
    • [[schemes.sort_code]]
    • [[schemes.account_number]]
  • Examinations
    • [[cl_exam.cl-refraction.solutions]]


Fixes


#

Category

Summary

4887TransactionsAddresses an issue where the display order for vouchers was not being respected.

05.12.2024

Enhancements


#

Category

Summary

3775Patient 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.


4348Patient RecordAge related NHS entitlements are now updated automatically in the background ('Under 16' and 'Over 60').

A system note is added when entitlements are updated.

4400ExaminationsThe recall category age range & schedule have been added to the recall section of the exam record, to assist the user.

4514Patient RecordChanging the address of a patient who is in a family will now give the option to update the address for the other 'family members'.
4639Appointments
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.
4662ReportsA 'Petty Cash' report is now available in the transaction reports
4763ReportingAll transaction reports have been updated to include totals per branch & grand totals.
4797Patient RecordA 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.

4818Patient RecordA '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.

4841Patient RecordIt is now possible to change the appointment reason for past appointments.
The permission 'Edit Past Appointments' will need to checked first.

4860Patient RecordPatient note 'Groups' can now be edited in Setup->Patients->General

4864Patient RecordA 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.


4869TemplatesA new merge-field has been added for frame description.

4878SMS MessagingThe 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

4856ExaminationsAddresses an issue where exam results were attempting to be copied forward from delete exam records.
4873Petty CashInactive staff members are no longer visible when adding petty cash entries.
4876VouchersDeleted vouchers are now hidden in the voucher reconciliation screen.
4877StockDisplay issue has been resolved when page size is re-sized smaller.

26.11.2024

Enhancements


#

Category

Summary

4723AppointmentsA 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.
4776EeRSThe 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.
4820BranchThe branch logo can now be removed if needed.
4821SystemA 'Speed Test' tool has been added to the system menu.

4825DocmailAdditional 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.

4828AppointmentsThe 'Branch' and 'Room' selection lists have been updated so that they span 2 columns.

4831ExaminationsExamination types can now be set as both 'Sight Exam' and 'CL Aftercare'
4836AppointmentsA 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. 
4846Patient RecordA search option has been added to the family management window, in the patient record, to allow families to be located more easily.

4857AppointmentsThe 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

4830OrdersAddresses a display order issue for the patient orders tables.
4834Contact LensesAddresses an issue where removing the value for 'TD' triggered an error.

19.11.2024

Enhancements


#

Category

Summary

4223ReportsNew transaction reports added:

  • Patient Balances (called 'Balances')
  • Discounts
  • Refunds
  • Credits
  • Profit

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

Setup

Examination Window
4679DashboardsMultiple changes to dashboards:

  • Dispense
    • Value of frames / lenses / extras added for each staff member.
  • Clinical
    • DER / AER / RER values have been added for each staff member.
  • Appointments
    • New chart added 'Appointments by Exam created' - shows breakdown of appointments to examination records added for the givem date range.


 4777SystemA progress bar has been added to the 'Activity Log' screen

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

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

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

4786Reports2 new reports have been added:

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

4787AppointmentsA manual option has been added to mark an appointment as 'Attended' or 'Failed to Attend'. The new button, available under the 'Actions' menu, toggles between the two statuses.

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

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

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

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

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


This change applies to the orders / work in progress screen and the homescreen orders widget.
4806DispenseA change has been made to allow the notes & measurements to be edited even after a dispense has been confirmed.
4810Online BookingThe 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.

4817eGOSFour 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

4766StockAddresses an issue in the stock screen where the filter options are lost after updating a stock record
4781StockAddresses an issue where the system menu was hidden behind the stock table, when it was opened.
4793RecallAddresses an issue where sending recalls via SMS/Email/Telephone resulted in an error as no letter format has been selected.
4799StaffAddresses an issue where the Eyeplan username & password in the staff record, appear to be pre-filled when they are empty due to browser auto-complete se
4811TransactionsAddresses an issue where the receipt balance could be negative if the value of vouchers assigned was greater than the balance.

29.10.2024

Enhancements


#

Category

Summary

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


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

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

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



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

4749Data MiningThe following new search criteria have been added:

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


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


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

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

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

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

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


Fixes


#

Category

Summary

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

21.10.2024

Enhancements


#

Category

Summary

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

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

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

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

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

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



Fixes


#

Category

Summary

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



16.10.2024

Enhancements


#

Category

Summary

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

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

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

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


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

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

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

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




Fixes


#

Category

Summary

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



10.10.2024

Enhancements


#

Category

Summary

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

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

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

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

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

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




08.10.2024

Enhancements


#

Category

Summary

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

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

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


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


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

Marketing preferences are not updated.

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

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



Fixes


#

Category

Summary

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




02.10.2024

Enhancements


#

Category

Summary

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

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

Settings > Appointments > Rooms

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

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

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

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

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

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



Fixes


#

Category

Summary

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

26.09.2024

Enhancements


#

Category

Summary

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

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

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

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

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

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

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

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

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





Fixes


#

Category

Summary

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






18.09.2024

Enhancements


#

Category

Summary

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



Fixes


#

Category

Summary

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


17.09.2024 - Current Release

Enhancements


#

Category

Summary

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



Fixes


#

Category

Summary

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

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


09.09.2024

Enhancements


#

Category

Summary

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

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

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



Fixes


#

Category

Summary

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



04.09.2024

Enhancements


#

Category

Summary

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

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

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



Fixes


#

Category

Summary

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



29.08.2024

Enhancements


#

Category

Summary

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



Fixes


#

Category

Summary

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


27.08.2024

Enhancements


#

Category

Summary

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

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

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


Fixes


#

Category

Summary

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

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

14.08.2024

Enhancements


#

Category

Summary

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


Fixes


#

Category

Summary

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

13.08.2024

Enhancements


#

Category

Summary

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

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



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

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

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

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


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

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

4477
4452
TemplatesNew merge fields added:

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


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


Fixes


#

Category

Summary

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

25.07.2024

Enhancements


#

Category

Summary

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


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

For example:


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

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


Fixes


#

Category

Summary

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



23.07.2024

Enhancements


#

Category

Summary

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


19.07.2024

Enhancements


#

Category

Summary

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

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

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

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

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


Fixes


#

Category

Summary

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

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

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

16.07.2024

Enhancements


#

Category

Summary

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

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

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

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

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

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

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

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

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

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

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

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

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



04.07.2024

Enhancements


#

Category

Summary

3981ExaminationsBinocular vision fields have been added,


Fixes


#

Category

Summary

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



03.07.2024

Fixes


#

Category

Summary

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

01.07.2024

Enhancements


#

Category

Summary

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



28.06.2024


Enhancements


#

Category

Summary

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

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

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

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

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

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

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

Recall/notification preferences are not affected.

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


Fixes


#

Category

Summary

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



29.05.2024


Enhancements


#

Category

Summary

3741

Diary

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

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

4242

Diary

Rooms can be made inactive and hidden from the diary.

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

4225

Dispense

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



4168

eGOS

Eligibility check added to GOS3 claim window.

4211

Home Screen

Diary widget now excludes cancelled appointments

4182

Orders

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

4271

Patients

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

4216

Stock

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

4196

Templates

Templates can now be deleted.

4240

Transactions

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


Fixes


#

Category

Summary

4194

Dashboards

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

4198

Diary

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

4200

Diary

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

4210

Diary

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

4184

Dispense

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

4260

Online Diary

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

4243

Orders

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

4191

Patients

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

4202

Patients

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

4220

Patients

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

4203

Staff Tasks

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

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