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Public Release Notes - Manage 11.3.0

About this release

July 2nd, 2025 Manage 11.3.0

Manage 11.3.0 brings expanded permission controls, automation in inventory workflows, and enhancements in documentation and patient data management. This release also delivers essential updates for Australian clinics to support Workcover, Medicare, and private payer workflows.
 
Key highlights include:
  1. Order cancellation control – Restrict who can cancel submitted orders or items using a new permission.
  2. Serial number automation – Automatically add and edit serial numbers at shipment and completion stages.
  3. Specialist signature support – Upload PNG signatures for use in reports, letters, and claims.
  4. All-new stock overview report – View detailed aging, status, and serial info for serialized inventory.
  5. Enhancements for Australia – Updates to support Medicare, Workcover, and GP configuration for AU clinics.
You can read more details about each of these features in the sections below.
 

1. WHAT'S NEW

COMPANY SETTINGS

[ALL] Restricting Order Cancellation for Submitted Orders

Company settings > Roles
Inventory > Order management
 
A new "CancelOrder" permission allows you to restrict who can cancel submitted orders or reject order items.

 

HOW IT WORKS:

 

  1. Administrators can manage the new "CancelOrder" permission via Company Settings → Roles.
  2. Admin roles have this permission by default.
  1. Users with permission:
    1. Can cancel items from the three-dot menu > Cancel (1).
    2. Can cancel full orders using the Cancel order button (2).
  2. Users without permission:
    1. Will not see any cancellation options.
  3. Draft orders can still be removed without restriction.
ENVIRONMENT SETTINGS

[ALL] Specialist Signature Configuration

Environment settings > Scheduler settings > Specialists
 
Allows uploading a PNG signature for use across patient documents, improving documentation workflows.
 
If your company does not support scanned signatures, you may simply skip uploading them. In that case, the signature placeholder will remain empty.

 

HOW IT WORKS:

 

  1. Upload signature under a new Signature tab on each specialist profile.
  2. Use signature insert fields when configuring templates for Patient letters, Appointment reports and  Battery & Maintenance Claims:
    1. Specialist (kept in Patient's Personal info)
    2. Appointment specialist
All existing templates are automatically migrated to the new placeholder format (e.g., from {Specialist} to {Specialist.details.Specialist.name}). The new placeholders behave the same as the previous ones.
 
PATIENTS

[ALL] Document Status Tracking in History

Patient Profile > History > Activity: Documents
Document history tracking now includes status changes for better traceability and compliance.
  1. Tracks status changes (e.g., Created/Draft → Updated/Signed) for each document in the patient's History.
  2. Displays date, action, and user for each document status update.
  3. Supports all hardcoded statuses used in a dropdown list at Documents → Edit File Details → Status.

INVENTORY

[All] Automated Serial Number (ASN) Handling

Inventory > Order Management
API v2
 
Order shipment and completion processes are now integrated with serial number automation to support integrations with external systems and reduce manual entry.
 
HOW IT WORKS:
  1. When shipping orders via API, serial numbers are automatically recorded.
  2. These are displayed in the Complete Order dialog and can be edited if needed.
  3. API endpoints support a serialNumbers parameter.
  4. Serial numbers are now part of the OrderLineItemShipped event for tracking and integrations.

API support
Serial numbers can be injected via two endpoints:
POST /api/v2/orders/{id}/ship – injects serial numbers for multiple line items in a single API call.
  1.  Even if some line items are missing serial numbers, all items will be marked as “Shipped.”
  2. After this call, serial numbers cannot be automatically injected via API for the remaining items. Manual entry via UI is still possible.
POST /api/v2/orders/{orderId}/line-items/{id}/ship – injects serial numbers per line item.
  1. Only the specified item is marked as “Shipped.” Remaining items stay “In Progress.”
  2. Recommended when you want to process shipments item by item.
REPORTS

[All] Stock Overview Report

Reports > Inventory > Stock Overview
 
This report gives a full overview of serialized items, including:
  1. Product details: name, description, category, color, serial number
  2. Location, stock status (Available/Reserved), quantity
  3. Age of stock (in days)
You can export and filter report data by location and product type.
 

2.IMPROVEMENTS

ENVIRONMENT SETTINGS

[ALL] Notifications: Appointment Location Placeholder Added

Environment settings > Notification settings > Message templates
 
A new placeholder allows inserting the location name into SMS reminders which will be autofilled with the corresponding information.
 

 

[ALL] Product Description in Printouts

Environment settings > Print settings > Printing templates
 
You can now choose product descriptions instead of product names for finance printouts in Template Editor.
  1. [name] - parameter for product name 
  2. [description] - parameter for product description
 

[AU] GP Configuration: Expanded Limit of Practices

Environment settings > GP configuration > General practitioner
 
You can now assign up to 20 practices per GP in the Medicare tab. Each practice can have a separate Medicare number.
During referral creation, practice-specific data is auto-filled.
 

[US] Finance Printouts: Show Payment Allocations

Patients > Patient sale
Finance > Patient sale

Payment allocation details are now included in patient-facing printouts. Payment breakdowns appear on invoices and quotes improving transparency and supporting financial tracking.

 

[AU] Medicare Referral Enhancements

Patients > Referrals > Medicare referral
 
Improvements in Medicare referrals:
  1. Referring physician and Requesting physician now function as dropdowns instead of text fields saving time and reducing manual entry and errors
  2. Practice fields were added to indicate the physician's practice
  3. Once Practice is chosen, the Practice's Medicare number appears automatically

 

[AU] Medicare Referral Data in Printouts and Report Templates 

Environment settings > Patient letters > Templates
Patients > Appointments > Add appointment report
Patients > Documents > Add patient letter
Patients > Patient sale > Add quote/invoice
Templates and printouts can now include information from Medicare referrals such as requesting and referring physician details, Medicare numbers, practices, referral dates, and other. This data is auto-populated from active referrals.
 
 
This can help automate data entry into Appointment reports, Patient letters and printouts like invoices and quotes.
 
PATIENTS

[AU] Flexible Payer Fields

Patient > 3rd party payers > Medicare
Patient > 3rd party payers  > Other payer
 
Manage 11.3.0 offers flexible input options for Medicare and Other type of payers:
  1. In Medicare, Medicare number and expiry date fields are now optional.
  1. In Other payers, Private health insurance provider field is now optional.
You can proceed with incomplete data, reducing manual barriers.
 
 
PATIENT SALE
 
Patie n s > Patient sale

 

[AU] Specialist Validation for Medicare and Workcover Sales

When creating a sale with a Medicare or Workover payer, the system now validates that the specialist (from the related appointment) has a provider number for the appointment location.
 
If the specialist does not have a provider number:
  1. The Medicare payer is disabled in the payer selection.
  2. An error message is shown.
  3. The user can still proceed, but without the Medicare/Workcover payer.

The system continues to enforce referral validation for Medicare/Workcover sales—patients must still have a valid referral.
This change helps clinics stay compliant with regulations and avoid claim rejections.
 

There are no restrictions for private payer sales; they work as before.

3. PUBLIC API

 
For details, we recommend checking our Swagger API specifications. This resource provides a comprehensive overview of our public API, including endpoints, request parameters, and response formats. 
 
 
HOW TO USE
Select the version to see the available endpoints and gain a deeper understanding of our API's capabilities.

[All] GET – Timeslot API Accuracy Adjustment [v2]

The adjusted Timeslot API logic reflects override rules and appointment templates. CRM systems can now retrieve timeslots filtered to show only those available for specific appointment types, with a new isAllReason attribute indicating slot restrictions. This ensures more accurate and precise booking options based on specialists’ template-based schedules.

 
Endpoint
GET /api/v2/online-booking/locations/{locationId}/specialists/timeslots – Timeslot API
4. TECHNICAL REQUIREMENTS UPDATE

4.1 Current System Requirements

Operating systems Windows 10, Windows 11, macOS
Supported browsers Chrome (latest version), Edge (latest version)
Language preferences English
Country layers UK, AU, US, NZ
Bridge version Bridge BE - 2.4.0 + Client 2.4.0
Listo version

1.3.3, 2.0.0
Zapier version AuditData (4.2.4)
Screen resolution 1920x1200
Internet connection speed 10Mb/s
 

4.2 DWH Schema Changes

The Data Warehouse (DWH) structure is uniform across all country layers. However, for operational convenience, each country layer can only access data relevant to them, with data access being managed at the customer level.

 4.2.1 Updated Tables
 

COUNTRY

TABLE

CHANGE

COLUMN

 

Dim_AppointmentFirstAvailableSlot

Added

AppointmentOriginalStartDateTz, AppointmentOriginalEndDateTz, StartDateTz, EndDateTz (datetimeoffset)

 

Dim_AppointmentReason, Dim_AppointmentReasonCategory, Dim_AppointmentStatus, Dim_AppointmentTag, Dim_AppointmentType, Dim_CancellationReason, Dim_Country, Dim_DidNotAttendReason, Dim_EmploymentStatus, Dim_Gender, Dim_GeneralPractitionerLetter, Dim_HearingLossLevel, Dim_HearingLossShape, Dim_HearingLossType, Dim_Language, Dim_Location, Dim_LocationWorkingHour, Dim_MedicalReferralDestination, Dim_MedicalReferralReason, Dim_Outcome, Dim_PatientStatus, Dim_ReferralCancellationReason, Dim_ReferralDischargeReason, Dim_Region, Dim_Resource, Dim_ResourceType, Dim_ServiceType, Dim_Specialist, Dim_SpecialistCategory, Dim_TimeZone, Dim_Title

Added

CreationDateTz, ChangeDateTz (datetimeoffset)

UK

Dim_NhsBatteryFulfillmentPreference, Dim_NhsEthnicityCode, Dim_NhsServiceDefinition, Dim_NhsTariff

Added

CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_BatterySetting, Dim_DiscountOption, Dim_NotMatchingDiscount, Dim_StockProductItem, Fact_AutomaticBatteriesProvisionLogs, Fact_AutomaticBatteriesProvisions, Fact_StockTransactions

Added

CreatedOnTz, ModifiedOnTz (datetimeoffset)

AU, old UK

Fact_CreditNotes, Fact_Exchanges, Fact_Invoices, Fact_Quotes

Added

CreatedOnTz, ModifiedOnTz (datetimeoffset)

 

Dim_ClinicalCommissioningGroup

Added

OpenDateTz, CloseDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_ClosedDay

Added

ClosedDayTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_GeneralPractitioner

Added

CloseDateTz, JoinParentDateTz, LeftParentDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

UK

Dim_NhsContract

Added

StartDateTz, EndDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Fact_Appointments, Fact_Referrals

Added

StartDateTz, EndDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_PathwayTemplate, Fact_PathwayTasks

Added

CreatedDateTz, LastModifiedTz (datetimeoffset)

 

Dim_Practice

Added

CloseDateTz, JoinProviderDateTz, LeftProviderDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_PracticeCcgLink

Added

JoinCcgDateTz, LeftCcgDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_Recurrence, Dim_SpecialistScheduleSlot

Added

StartDateTz, EndDateTz, CreationDateTz (datetimeoffset)

 

Dim_SpecialistRoster, Fact_ReferralStatusChanges

Added

DateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Dim_User

Added

CreationDateTz, TemporaryLockExpiresAtTz (datetimeoffset)

AU

Fact_DeliveryNotes

Added

ActualDeliveryDateTz, StartWarrantyDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset)

 

Fact_MedicalReferrals

Added

DateTz, SentDateTz, CreationDateTz, ChangeDateTz (datetimeoffset)

 

Fact_Pathways

Added

CompletedAtTz, StoppedAtTz, CreatedDateTzTz, LastModifiedTz (datetimeoffset)

 

Fact_PathwaySteps

Added

StartedAtTz, CompletedAtTz, SkippedAtTz, CancelledAtTz, CreatedDateTz, LastModifiedTz (datetimeoffset)

AU

Fact_Payments

Added

PayDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset)

AU

Fact_Refunds

Added

RefundDateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset)

AU

Fact_Replacements

Added

DateTz, CreatedOnTz, ModifiedOnTz (datetimeoffset)

 

Fact_SimpleAccounting

Added

BookingDateTz (datetimeoffset)

 

Fact_Surveys

Added

CreationDateTz, LastModifiedTz (datetimeoffset)

 

hDim_LocationLinkHistory

Added

CreationDateTz, DeletionDateTz (datetimeoffset)

AU

Dim_HSP

Added

ServiceProviderCertificationSpecialistQpNumber

AU, NZ

Fact_LnDOrders

Added

PreviousStatusId

Removed

LastCreateSaleCorrelationId,

LastCreatedSaleErrorCode,

LastCreatedSaleErrorMessage

NZ

Fact_NzProducts

Removed

Color

AU

Fact_PayerSales

Added

SpecialistProviderNumber

AU

 

Fact_ProductSales

 

Removed

Color

Added

CreatedOnTz, ModifiedOnTz, WarrantyExpirationDateTz (datetimeoffset)

AU

Fact_Sales

Added

SpecialistQPNumber

CreatedOn, ModifiedOn (datetimeoffset)

UK

Fact_UkProducts

Removed

Color

US

Fact_UsProducts

Removed

Color
 
 

5. SOLVED ISSUES

[UK]

  1. Fixed an issue that prevented invoice creation rules from saving, which had blocked NHS invoice generation.
  2. Resolved a bug where updating service flags via the Import/Export tool broke existing NHS tariff links.
  3. Deleting a draft sale now correctly releases the associated hearing instrument serial number back to stock.

[AU]

  1. When filtering by region and selecting an individual location, the “All Locations” checkbox is now correctly set to true.
  2. Manual payer selections are now retained after logout.
  3. Fixed an error that occurred when printing invoices.
  4. Corrected 3FAHL value display in HSP claims. 
  5. Resolved a validation error that occurred for expired Battery & Maintenance plans (AU).