August 4, 2026 – Manage 11.16.0
Manage 11.16 enhances financial management, expands document workflows, and introduces new reporting capabilities. This release also improves financial reconciliation, supports more flexible billing workflows, and adds centralized accounting for Cashbox operations.
KEY HIGHLIGHTS:
- Billing Specialists for Patient Sales (AU)
Separate appointment and billing specialists to support payer-specific billing requirements while maintaining accurate appointment scheduling. - Printable Patient Journal Notes (ALL)
Generate comprehensive patient journal notes for printing or export with configurable templates and flexible content selection. - Payment Location for Payments, Deposits, and Refunds (ALL)
Record where financial transactions are actually processed, improving reconciliation, Cashbox reporting, and support for centralized billing workflows. - Centralized Cashbox Accounting (ALL)
Configure dedicated General Ledger accounts for Cashbox operations to standardize accounting entries and simplify financial reconciliation.
[AU] Billing Specialists for Patient Sales
A new Billing Specialist feature allows clinics to separate the specialist responsible for the appointment from the specialist responsible for billing. When needed, an eligible Billing Specialist can be assigned to Patient Sales, for example, when the appointment specialist is an intern or does not have the provider, QP, Medicare, WorkCover, or other payer-specific credentials required to process the sale at the appointment location. This helps organizations comply with payer requirements while keeping appointment schedules accurate.
Administrators can configure whether a specialist requires a Billing Specialist when processing Patient Sales and control which users can view or assign Billing Specialists through dedicated permissions.
- ViewBillingSpecialist – Allows users to view the Billing Specialist field.
- SelectBillingSpecialist – Allows users to assign or change the Billing Specialist.
Depending on these permissions, the Billing Specialist field is:
- Hidden.
- Visible but read-only.
- Fully editable.
To configure Billing Specialists according to your organization's billing requirements:
- Navigate to Environment settings > Scheduler settings > Specialists.
- Open the specialist you need to configure by clicking the specialist or selecting Edit from the options menu (three dots) that appears on hover.
- On the General tab, enable the Requires Billing Specialist option for specialists who cannot process Patient Sales independently. Leave the setting disabled for specialists who can complete Patient Sales without supervision.
- When creating a Patient Sale, select a Billing Specialist when required or, if the field is optional, when another specialist should be used for billing.
NOTE: Only eligible specialists from the same appointment location are available for selection. - When a Billing Specialist is selected, their details are used on financial documents instead of the appointment specialist's details,
This does not change the specialist assigned to the appointment.
- All existing specialists have "Requires Billing Specialist" disabled by default, preserving the current workflow until changed by an administrator.
- The Billing Specialist field is not used in the HSP flow.
- Once a Patient Sale has been created, the Billing Specialist field becomes read-only.
- Changes to the Billing Specialist are recorded in the patient's History.
[ALL] Printable Patient Journal Notes
Environment settings > Print settings > Printing templates
Patients > [Selected patient] > Journal
Healthcare organizations can now generate a comprehensive printable patient notes document directly from the Patient Journal, making it easier to share clinical information, fulfill record requests, and support continuity of care. From the Journal tab, users can generate a printable notes document with flexible content options, ready to preview, print, or export in the format that suits their needs.
REQUIRED PERMISSIONS
A dedicated PrintPatientNotes permission now controls access to the print journal notes functionality.
- Users with this permission can access the Print Patient Notes action from the patient's Journal tab.
- Users without the permission will not see the print action.
HOW IT WORKS
Templates are managed from Environment settings > Print settings > Printing templates, the same list used for other document templates in the system. Patient notes templates can be identified by their Document type, shown as "Journal Notes Template", and a default template is already included, ready to use immediately.
Since the default template can only be duplicated, not edited directly, it stays intact as a safe starting point. To customize it:
- Select the 3-dot icon that appears on hover and choose Duplicate to create a copy of the default template.
- Edit the duplicated template to meet local or organizational requirements or delete it if it's no longer needed.
- Use the Versions option to review or restore an earlier saved version of the template if needed.
Templates – default or duplicated – can also be activated or deactivated at any time using the toggle switch in the template list.
To generate a patient notes document, navigate to the Patients > [Selected patient] > Journal.
- Select the print icon to open Print Patient Notes.
- If multiple templates are available, choose the appropriate option.
- Choose whether to include all journal notes or a specific date range.
- Optionally include the patient's summary note – this can be added regardless of the date range selected.
- Select preview to review the generated document before printing or exporting.
- From the top menu in Preview mode, select the print options or download the document in the format you need: PDF, Word, Excel, CSV, etc.
The generated document can contain:
- Patient information, including name, date of birth, and applicable local patient identifiers
- Journal notes from the selected period
- Author and timestamp information for each note
- Patient Summary Note (optional)
- Print date and page numbering
[ALL] Payment Location for Payments, Deposits, and Refunds
Finance > Cashbox > Cheques
Organizations with multiple clinics can now record where a payment, deposit, or refund was actually received or processed, independently of the invoice location. Previously, all payments, deposits, and refunds were implicitly attributed to the invoice location, which could create reconciliation inaccuracies when funds were collected by a different clinic, a centralized billing team, or a shared finance function
A new Payment Location field lets users explicitly record the operational location responsible for receiving or processing funds, while preserving invoice ownership. This is available across payment creation, refund processing, bulk payments, reporting, reconciliation, and Cashbox functionality, for all sale types except Fast Track sales, with corresponding support in the Public API.
HOW IT WORKS
A new Payment Location field is available when creating a payment, deposit, or refund. It defaults to the invoice location but can be changed to another location, provided the user has access to that location. Locations can be found by typing part of the name into the field.
The field is mandatory. A payment, deposit, or refund cannot be added until a location has been selected, and the Payment date field remains unavailable until a location is chosen.Cashbox - Cash in register before the payment recorded in Sydney.
The same rule applies to Bulk Payments: a location must be selected before the payment date becomes available.
For accounting, Export Journal Entries now applies payments to the correct bank accounts based on each payment's location, and entries can be filtered and exported by Region and Location.
Cashbox Accounting introduces centralized General Ledger (GL) account management for Cashbox operations. Dedicated GL accounts can be configured for cash and cheque balances held in the clinic, banked cash and cheques, and cash gain and loss adjustments.
When enabled, all cash and cheque transactions processed through the Cashbox use these accounts automatically, improving accounting consistency and simplifying Cashbox reconciliation.
- ViewFinanceSettings
- EditFinanceSettings
- Go to Environment settings > Finance settings > Cashbox and Enable Cashbox Functionality to start tracking all cash and check payments in the cash register, including daily balances.
- After the Cashbox functionality is enabled, the Cashbox Accounting page becomes available and can be accessed under Environment settings > Finance settings > Accounting > Cashbox.
On this page, you can Enable Cashbox Accounting and configure the General Ledger accounts for Cash and Checks. - Save the changes.
When Cashbox Accounting is enabled, cash and cheque payments automatically use the configured Cashbox accounts when generating journal entries. The General Ledger account fields for Cash and Check payment methods become read-only. Hovering over these fields displays a tooltip indicating that the accounts are managed through the Cashbox page.
Journal entries generated for Cashbox operations are also available through the Public API payment journal entries endpoint. See SECTION 3. PUBLIC API for endpoint details.
[ALL] Hearing Screener Results Report
A new Hearing Screener Results report is now available in Manage. The report gives an overview of hearing screenings performed within a selected timeframe, alongside each patient's scheduled and attended appointments, helping clinics identify who needs follow-up after a screening and track how screenings convert into booked appointments.
The report includes:
- Region and location of the screening
- Date and time of the screening
- Patient number, name, date of birth, and patient/lead type.
- Left and right ear results, shown as hearing loss level labels
- Detailed hearing threshold and noise-level readings by frequency for each ear
- Screening device used
- Noise level at the time of the test
- Next scheduled appointment date and reason
- Last attended appointment date and reason
Filters available:
- Date range (screening date)
- Location status (Active / Inactive)
- Areas / Regions / Locations
- Appointment status
- Test result (matches rows where at least one ear meets the selected result)
[ALL] Auto-Save Option for PDF Patient Letters
Environment settings > Patient letters > Patient letter templates
Patients > [Selected patient] > Documents
The Patient Letter Templates setup has been enhanced with a Save to documents option for PDF-based templates. This allows administrators to control whether generated PDF patient letters are automatically saved to the patient's Documents tab or only generated and opened without creating a Patient Document.
This enhancement is particularly useful for documents such as warranties, manuals, brochures, and terms and conditions that may be generated multiple times but do not always need to be stored in the patient's record. It helps reduce unnecessary duplicate patient documents and the manual cleanup they require.
HOW IT WORKS
To control whether generated PDF patient letters are automatically saved to the patient's Documents tab, configure the Save to documents setting for each patient letter template.
- Navigate to Environment settings > Patient letters > Patient letter templates.
-
For PDF-based templates, enable or disable Save to documents as required.If Save to documents is enabled , generated PDF letters are automatically saved to the patient's Documents tab.
If Save to documents is disabled , the PDF is generated and opened as usual but is not saved as a Patient Document.
[ALL] Patient & Lead Information Report: Full Address Details
The Patient & Lead Information report has been updated to display a patient's full address, including all address fields that are relevant for the patient's country. Previously, the Patient's Address column only included Address Line 1 and Address Line 2, omitting every other address field.
- AU/US: Address Line 1, Address Line 2, City, State, Postal Code, Country
- NZ: Address Line 1, Address Line 2, Suburb, City, Postcode, Country
- SG: Address Line 1, Address Line 2, City, State, Postcode, Country
- UK: House/Flat Number, Street, Additional Address Info 1, Additional Address Info 2, City, County, Postcode, Country
The order of fields shown in the report is standardized and may not exactly match the order in the patient's profile, but every field that applies to that country is included. The City field is unchanged and remains a separate column.
[ALL] Payments and Refunds Report Now Reflects Payment Location
The Payments and Refunds report previously attributed every transaction to the invoice's location, even when the payment or refund was actually received or processed by a different location – for example, a centralized billing team or another clinic. The report now uses the new Payment Location field instead, so payment activity is reported against the location that actually handled it.
[ALL] Improved Date and Time Consistency in Reports
Previously, date and time values in Manage reports were often displayed in UTC, which could differ from the date and time values shown elsewhere in Manage and cause confusion when comparing report data with information displayed on screen.
Date and time values in reports have been aligned with the rest of Manage wherever applicable and now display using the company time zone. Related layout and filter improvements have also been applied to align report structure and behavior.
[ALL] AI Documents Now Use the Correct Language
Patients
[ALL] Payment Location Now Supported in Payment and Refund APIs [v1, v2]
The Public API has been enhanced to support the Payment Location for payments and refunds. External systems can now specify the location where a payment or refund was processed, independently of the invoice location, enabling more accurate financial reconciliation and supporting centralized payment workflows.
If no Payment Location is provided, the invoice location is used by default to maintain compatibility with existing external systems.
- POST /api/v1/payments – Сreates a new payment. Accepts an optional locationCode field, allowing external systems to specify the payment location.
- GET /api/v1/payments/last – Returns a list of payments from the last X hours. The response now includes locationCode.
Endpoints - v2
- POST /api/v2/invoicing/sales/external/payments/bulk – Creates one or multiple payments/deposits in a single request (bulk). Accepts an optional locationId field. Maximum 200 payments allowed.
- POST /api/v2/invoicing/sales/external/refunds/bulk – Creates one or multiple refunds in a single request (bulk). Accepts an optional locationId field. Maximum 200 payments allowed.
- GET /api/v2/invoicing/sales/{saleId}/payments – Returns a list of payments for a given sale, including the associated locationId.
[ALL] Payments API Now Includes Cashbox Journal Entries [v1]
- GET /api/v1/journal-entries/payments – Returns payment journal entries for the specified range and locations, including Cashbox journal entries.
4.1 Current System Requirements
| Operating systems | Windows 10, Windows 11 |
| Supported browsers | Chrome (latest version), Edge (latest version) |
| Language preferences | English |
| Country layers | UK, AU, US, NZ, SG, HG, JP |
| Bridge version | Bridge BE 2.5.0 + Client 2.5.1 |
| Engage version |
1.3.3, 2.0.0 |
| Zapier version | AuditData (4.3.1) |
| Screen resolution | 1920x1200 |
| Internet connection speed | 10Mb/s |
4.2 DWH Schema Changes
gnr.DwhLoadStatus [ALL] - Available for all regions, this table tracks the status of the DWH data load process. Use it to verify that the latest data load has completed before retrieving data from the DWH.| COUNTRY LAYER | TABLE | COLUMN NAME |
| ALL | svc.Dim_ScreeningHLLevel | Key field: ScreeningHLLevelId |
| ALL | svc.Fact_ScreeningResults | Key field: ScreeningResultId |
| ALL | svc.Fact_ScreeningResultPoints | Key field: ScreeningResultPointId |
|
COUNTRY LAYER |
TABLE | CHANGE | COLUMN NAME |
| SG | svc.Fact_CoreSalePayers | Modified | Type (was int, 0/1, now nvarchar, Patient/ThirdParty) |
|
AU |
svc.Fact_Deposits | Added | LocationId |
| ALL | svc.Fact_JournalEntries | Removed | JournalDate |
| NZ | svc.Fact_NzPaymentTransactions | Added | LocationId |
| NZ | svc.Fact_NzPaymentTransactions | Removed | PayJunctionTerminalId |
|
AU |
svc.Fact_Payments | Added | LocationId |
|
AU |
svc.Fact_Refunds | Added | LocationId |
| UK | svc.Fact_UkPaymentTransactions | Added | LocationId |
| UK | svc.Fact_UkPaymentTransactions | Removed | PayJunctionTerminalId |
| US | svc.Fact_UsPaymentTransactions | Added | LocationId |
[UK] Scheduler and Override Time Fields Do Not Format Typed Time Values
- Previously, typing a time directly into the Start or End time fields in a specialist's Schedule or Overrides settings (for example, 1100) did not automatically format it as a valid time (11:00). In the Schedule settings, this prevented changes from being saved, while in Overrides, the entered time was silently replaced with the default working hours. This has been corrected, and keyboard-entered times are now formatted and saved correctly.
[AU] Custom Field Toolbox Misaligned and Existing Fields Not Editable
- Previously, the toolbox in Custom Fields Configuration appeared below the Preview panel instead of alongside it. In addition, some checkboxes were missing from the edit panel for existing custom fields, making it impossible to edit these settings, mark fields as mandatory, or save changes. This issue has been resolved, and the toolbox now displays correctly, with all checkboxes present and existing custom fields fully editable and saving as expected.
[AU] Appointment Report Preview/Save Fails
- Previously, previewing or saving an Appointment Report could unexpectedly fail with an error. This has been fixed, and reports now preview and save successfully.
[AU] Medicare Referral Date Validation Blocks Same-Day Invoices
- Previously, creating an invoice for an appointment on the same day a Medicare referral was issued could incorrectly display an error stating the patient did not have an active Medicare referral. This has been corrected, and invoices can now be created for same-day referrals and appointments without error.
[AU] Earmold Printed Under Wrong Category on HSP Device Quote
- On the HSP Device Quote printout, Earmolds were incorrectly treated as Hearing Aids, causing them to print under the Device row instead of Accessories and displacing the actual Hearing Aid from the printout entirely. This has been corrected, and Earmolds now print only under Accessories, with Hearing Aids appearing correctly under the Device rows.
[AU] Write-Off Option Incorrectly Available on Refunds for Non-Write-Off Payments
- Previously, it was possible to select a write-off payment method when creating a refund even if the original payment was not made using a write-off method, causing an error when the refund was submitted. This has been corrected so the write-off option is only available on a refund when it was actually used for the original payment. For Fast Track sales, the write-off option is not shown at all.
[AU] "Date Aidable 1 Ear" Field Cannot Be Cleared After a Date Is Entered
- Previously, once a date was entered in the "Date Aidable 1 Ear" field during invoice creation, it could not be cleared or removed, even before the sale was saved. This has been corrected, and the field can now be cleared as expected.