Public Release Notes - Manage 11.1.0

1. Location Billing Address: Add a separate billing address for each location that will be automatically included in claim forms and used for printouts of quotes and invoices.
2. Expanded Task Management: Create, track, and filter tasks directly within Patient and Lead profiles with configurable visibility.
3. Quick Printable Quote Generation: Generate a printable version of a quote directly from the system.
4. Detailed Claims History: Easily access the complete history of claims from the Claims Management page.
5. Direct Link to Waystar Portal: Quickly navigate to the Waystar portal from the Claim page to view and update the claim.
6. Streamlined Manual Claim Rejection: Manually reject claims submitted to Waystar and specify the reason for doing so.
7. Easy Resubmission of Corrected Claims: Copy a rejected claim, edit the necessary details, and resubmit it for processing.
8. Redefined SKU Management: Create and manage SKUs based on product attributes with automatic integration into orders.

[US] Location Billing Address

1. Go to Environment settings > Location settings > Locations.
   
2. Select the location and open the edit mode by left clicking on it in the locations list.
3. Enter the billing information manually or use the PREFILL button to automatically prefill billing information from the main address.
   
   
   
   
4. Upon saving, the provided billing information will appear on all relevant billing documents, including quotes, invoices, and claim forms.

 

 

HOW IT WORKS

1. Open a Patient or Lead profile.
2. Select the new Tasks tab.
3. Click + TASK to open the Create Task window.
4. Fill in task details following the standard task creation flow.
5. Save the task to link it to the patient or lead.

1. A warning icon appears next to the Tasks tab if any Tasks for the selected Patient/Lead are overdue or due today.
   
   

1. Tasks in the tab can be filtered by status and by assigned user.

[US] Claims History

1. Navigate to the Finance module > Claims.
2. Select the Claim and click .
   
   
   
   
3. The page with the detailed claim history will open with all relevant details and updates associated with this claim (including the status flow changes).
   
   
   
   
4. Alternatively, you can open Claims History from the claim View/Edit mode.
   
   
   
   

[US] Link to Waystar Portal

1. When a claim submitted to Waystar is manually rejected, the system prompts the user to enter a rejection reason. To do so, the user can employ the REJECT button.
   
   
   
   
2. The rejection reason must be provided before the claim can be set as rejected. The input field allows up to 500 characters and is easily editable before submission.
   
   
   
   
   
   
3. Once the reason is entered and confirmed, the claim status updates to "Rejected" and the reason is stored in the claim’s audit history. If no reason is provided, an error message will prompt the user to enter one.
4. Additionally, hovering over the rejected status will display a tooltip with the rejection reason.
   
   
   
   

[US] Corrected Claim Resubmission

1. When a claim has a "Rejected" status, users have the option to "Create copy claim."
   
   
   
   If there are more recent versions of the claim, the COPY button will be inactive, and the following message will be displayed.
   
   
   
2. After clicking "Create copy claim," users are redirected to the copied claim where they can edit the necessary fields. The new claim version will have a label added to it (e.g., v2, v3) to show that it is a revised version.
   
   
   
   
3. The new (copied) claim is generated based on the previous claim and is reflected in both the Claims section in the Patient sale and in Claims management.
   
   
   
   
   
4. Claim history of the copied (new) claim will retain all information from the original claim, in addition to the new claim's processing details.
   
   

INVENTORY

Enhanced SKU Configuration

Manage now offers powerful improvements to SKU (Stock Keeping Unit) management, providing users with more flexibility in customizing product configurations — especially for products with multiple variations. This functionality is available for all product categories except Service and Repair Services.

 

A new  SKU button has been added to the Product details page, allowing users to manage SKUs directly from the  Product catalog.

 

HOW IT WORKS

To add SKUs manually:

1. Open the Product Catalog and navigate to a product's details page.
2. Click the SKU button.
   
   
   
   
3. Select up to 15 product attributes (color, battery type, or additional attributes) to define SKU differentiation.
   
   
   
   
4. Click SAVE to open the SKU management page.
5. Click + SKU to open the creation pop-up.
   
   
   
   
6. Select attribute values and enter a unique SKU value (text field, maximum 255 characters).
7. Save the SKU. It will appear in the SKU table with options to Edit or Delete.

RULES AND PERMISSIONS

1. SKUs can only be assigned if a supplier is linked to the product.
2. Each SKU must be unique per supplier and unique per product-attribute combination.
3. Only users with the "CreateSKU" permission can create or import SKUs.
4. All users with access to the Product Catalog can view SKUs.
5. Cloning or copying a product will not include its SKUs in the duplicated version.

 

Editing and Deleting SKUs:

1. On a product's details page, click the SKU button to open the SKU management tab.
2. To delete or edit an individual SKU, click the three-dot menu next to an SKU entry.
3. To clear all SKUs and redefine attributes, click CLEAR ATTRIBUTES.

If product attributes linked to an existing SKU need to be changed, the SKU must be removed first.

Order Integration: 

1. When creating or updating an order, SKU information is automatically retrieved based on the selected product attributes.
2. Additional attributes are shown as tooltips on the Order details page.

2.IMPROVEMENTS

AUDIT TRAILS

Equipment Tracking

Patient equipment changes are now tracked in the Audit Trail. Logged information includes:

1. Username (who made the change)
2. Timestamp of the change
3. Equipment details (serial number, model name)
4. Associated patient

Additionally, these changes are now visible in the Patient History tab, providing an accessible view of equipment updates directly within the patient's record.
 

1. A new Remaining editing time column has been added to the Survey list, displaying how much time is left before each open survey becomes locked.
   
   
   
   
2. Surveys past their editing period are automatically marked as Locked.
3. Design updates have also been applied to simplify viewing and creating surveys based on previous ones.

Granular Archive Permissions

1. "ArchivePatient" – permission to archive patients/leads.
2. "UnarchivePatient" – permission to unarchive patients/leads.

1. Total value of invoices
2. Total payments made
3. Outstanding amount 
4. Recent invoice amount
5. Recent invoice number

FINANCE

[US] Claim Corrections: CPT Code 

The Claim Corrections feature has been implemented to streamline the process for claim processors, allowing them to easily correct and resubmit claims with updated information. Users can now change or reselect CPT codes directly within the claim form, eliminating the need to create a new sale. This enhancement significantly improves efficiency and accuracy in claim processing.

1. Navigate to the claim form.
2. Correct the CPT code.
3. Resubmit the claim.

Claim history will capture all changes made before resubmission, providing a comprehensive record for compliance. 

To access claim history, use the corresponding control  .

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HOW TO USE

Select the version to see the available endpoints and gain a deeper understanding of our API's capabilities.

Latest API Updates

Get Product Details by Product ID [v2]

1. Retrieve detailed product information using a Product ID.
2. Returns financial information (total price, payer’s price, discounts) and product specifications (manufacturer ID, supplier ID, serial number, color, etc.).

Search Products by Various Parameters [v2]

[UK] Problem Previewing and Saving Appointment Reports 

1. The problem that caused errors when trying to preview or save appointment reports has been fixed. Previously, users encountered an error message when pressing the "Preview" or "Save" buttons, preventing them from completing these actions. With the fix implemented, appointment reports can be seamlessly previewed and saved. 

[AU] Incorrect Date Printed on HSP Tax Invoice and Claim Form