Public Release Notes - Manage 11.6.0

1. WHAT'S NEW

1. Configure Appointment Status Icons
1. Go to Environment Settings > Scheduler Settings > Appointment Statuses
   
   
   
   
2. When creating or editing a status, use the icon picker to:
1. Choose a color from the available options
2. Select an icon from the supported set
3. Optionally leave the icon unassigned or remove it later
   
   
   
   
   
2. View Icons in Scheduler
1. Icons appear next to appointments in Day, Week, and Schedule views
2. If an appointment is part of a recurring series, a recurrence icon is shown alongside the status icon
   
   
   
   
3. View Icons on Dashboard
1. Status icons are also displayed in the Appointments list on the Dashboard
2. This provides quick visual cues without needing to open individual appointments
   
   
   
   

1. Appointment-free processing: Enables bulk claim processing for patients without scheduled visits
2. Streamlined workflows: Supports high-volume claim generation for clinics
3. Automated data handling: Prefills key fields based on B&M expiry logic
4. Validation safeguards: Ensures QP number and location alignment for specialists
5. Flexible specialist assignment: Differentiates between service item practitioner and authorized certifier

1. Navigate to Finance > HSP > Battery & Maintenance. 
2. Select patients with active HSP vouchers and B&M contracts that are expiring or already expired for the chosen period.
3. Click Generate Claims. 
   
   
   
   
4. On the Battery & Maintenance page, click a patient entry to open a Patient sale tab. 
   
   
   
   
5. Click on the sale entry to open the automatically created HSP sale.
   
   
6. The following fields are pre-filled automatically:
1. Location – from the patient’s profile (if missing, the claim generation is disabled)
2. Specialist & Authorized person – from your selections on the Generate Claims dialog
   NOTE: If the selected specialist does not have a QP number or is not assigned to a patient's location, a claim will not be created, and a warning will be shown. 
   
   
7. Before generating the invoice, review the HSP details section and provide the required signatures — both the client certification and the authorized service provider confirmation. To auto-fill the signature date, tick the Authorized person’s signature box. 
   
   
   
   
8. Claim details include:
1. Claim Date & Posting Date – set to expiry date + 1 day
2. Audiogram data – latest available values
3. Other fields – filled based on standard defaults and your selections
9. Products are added based on fitting type:
1. All use expiry date + 1 day as the default date.
10. After the invoice generation, the Claim receives the "Draft" status.
    
    
    
    
11. Process all the claims in the batch until they are "Ready to send".  Ready-to-send claims can be exported to HSP from the Finance module > HSP > Claims page.
    
    
    
    
12. When claims are processed and marked as approved, the B&M plan’s expiry date in the patients records will automatically be extended to one year from the B&M service date.
    
    
    

1. Appointment-free processing: Enables claim processing for patients without scheduled visits
2. Flexible data entry: Allows users to input service details such as date, location, and specialist directly
3. Field-level validation: Ensures required fields are completed to maintain data accuracy and compliance
4. Pricing integrity: Maintains alignment with HSP pricing logic and contract rules based on claim date

1. Create an HSP sale and select HSP as the payer.
   NOTE: The appointment field is optional only if the HSP payer is selected. 
   
2. If available, the location is automatically pre-filled from the patient's Personal Info page. Otherwise, it can be selected manually from the location dropdown list.
   
   
3. Select any specialist assigned to the сhosen location.
   NOTE: If QP number validation is enabled via Environment settings > Finance settings > Sale related > QP validation, only specialists with a valid QP number can be selected. 
   
   
   
   
4. Add a Battery & Maintenance service and an HSP maintenance product and click Save.
5. The price is determined based on the HSP contract that corresponds to the claim date. The system uses the claim date to apply the applicable pricing.
   
   
   
   
6. System auto-fills with the current date:
1. Claim Date
2. Posting Date
3. Date Signed 
   
7. Sign the HSP sale and select an authorized person.
8. Choose the claim processing method*:
1. For manual processing, tick the “Manual status” checkbox.
2. For automated processing, leave the “Manual status” checkbox unchecked.
9. Proceed to  invoice generation once the sale and claim details are finalized.
   CLAIM PROCESSING METHODS*

   MANUAL PROCESSING

   Continue to update the claim status manually from the HSP sale page until the claim is approved/rejected.

    

   

    

   AUTOMATED PROCESSING
   Export the claim for HSP submission from the Finance module > HSP > Claims page once the claim reaches the "Ready to Send" status.

    

   
10. When a claim is processed and marked as approved, the B&M plan’s expiry date in the patient's record will automatically be extended to one year from the B&M service date.
    
    
    
    

1. Users can filter claims by claim submission period, area, region, location, status, and claim type (manual or automatic).
2. The report displays the claim date, claim status, invoice number, patient ID, region, location, claim type (manual or automatic), benefit amount, client cost, and claim total.
   
   

1. Users can apply filters based on area, region, location, and HSP expiry status to narrow down the report results.
2. The report presents detailed patient information, including demographics, DVA and HSP identifiers, consent status, eligibility type, and maintenance plan expiry.
3. It also includes fitting dates and audiogram results to support tracking of service history and identifying patients eligible for follow-up care.

1. Navigate to Environment Settings > Finance Settings > Price Books.
2. Click the relevant Price Book to open it.
3. Go to the Products tab and locate the product you wish to update.
4. Hover over a product entry, click the options icon , and then Edit.
5. On the dialog that appears, enter the funder code and click Save.
   
   
   
   

1. Import: Upload an Excel file with product records and their corresponding funder codes — ideal for onboarding or large-scale updates.
   Ensure the file matches the system’s template to avoid errors.
2. Export: Download the current product list with funder codes in Excel format — useful for auditing, sharing, or preparing updates for re-import.

When a product with a funder code is added to a sale and the corresponding price book is selected, the code is shown in the product list – next to other attributes like serial number. 

• Invoices
• Quotes
• Other document types

[AU] Custom Price Allowed Attribute for HSP Categories

1. Go to Environment Settings > HSP Configuration > HSP Contracts.
2. Select the required contract and click on it to Edit.
3. Go to the Categories tab.
4. Click on the relevant category to open Edit mode.
5. Enable the “Custom price allowed” option.
6. Click Save to apply the changes.
   
   

1. Create an HSP sale and add a product from a category where “Custom price allowed” is enabled.
2. On the Add Product screen, two editable fields will appear:  HSP price (excl. GST) and GST.
   These fields will display default values from the HSP Contract Configuration in Environment settings. If the category does not allow custom pricing, these fields will not be displayed.
3. Enter new values if needed: the updated price and GST will apply to the HSP payer and reflect in the sale, invoice, and related documents.
4. If the product has a top-up set, it will still apply to the customer price, but the private payer amount will not be affected by changes to these two fields.
   
   
   
    

[ALL] Extended AI Speech-to-Document Session

The Patients module now supports AI-powered speech-to-document sessions lasting up to 120 minutes. This extension enables users to record spoken input and automatically generate documentation without interruption, improving workflow continuity and minimizing the need for frequent restarts.

[ALL] Handling of Side, SKU, and Additional Attributes in Sales and Purchase Orders

This feature simplifies the management of Side, SKU, and additional attributes across sales and related workflows, ensuring consistency, reducing manual input, and improving data accuracy.

KEY BENEFITS: 

1. Single point of entry: Users select the Side once during the sale, eliminating duplicate input and saving time.
2. SKU visibility: The product’s SKU is now shown on the Products page within a Patient sale tab, providing clear identification and supporting accurate documentation.
3. Attribute consistency: Additional attributes from inventory (e.g., battery type, color) are automatically displayed and mapped to the sale, ensuring alignment across modules.
4. Improved accuracy: Reduces the risk of mismatched or missing data by ensuring consistent mapping and visibility.

1. The Side additional attribute is predefined in Environment Settings > Additional order attributes. 
2. It cannot be edited, deleted, or deactivated.
3. It is assigned only to products in the Hearing Aids and Earmolds categories.
4. Supported values are: Left and Right.
   
   
   
   

1. The Side (Left/Right) can now be set as an additional attribute in the Product Catalog for applicable categories (hearing aids and earmolds).
   
   
   
   
2. Users can now import and export additional attributes—including Side—using an updated format. Export is performed as usual from the Options menu. 
   
   
   
   The Additional attributes record should observe the following format: AttrName1::Attr1Value1::Attr1Value2::Attr1Value3 || AttrName2::Attr2Value1::Attr2Value2::Attr2Value3 || AttrName3::Attr3Value1::Attr3Value2

1. When adding a product to a sale, the user selects the Side as an additional attribute.
2. This selection is automatically mapped to the product’s inventory attribute.
3. If the product has a serial number from stock, inventory attributes are shown as non-editable.
   
   
   
   
4. The serial number field now appears before the attribute fields. 
   
5. If the product is not in stock, the Side attribute must be manually selected by the user, just like any other configurable attribute.
   
6. If an SKU is configured for a product, it is displayed on the Products page within a Patient sale tab based on the selected attributes (e.g., side, connectivity). The attributes that define the SKU must be selected by the user. 
   
   If any SKU-related attribute is missing, the SKU field remains empty.
   
   
   
   Once all relevant attributes are selected, the corresponding SKU is displayed.
   
   

1. The Side field is now always visible on the Products page within a Patient sale tab.
   
   
   
   
2. If an SKU has been configured for an earmold using the Side attribute, then Side becomes mandatory for selection on the Products page within a Patient sale tab. Other attributes that define the SKU (e.g., material, style, etc.) must also be selected by the user for the SKU to be displayed.
   
   If any SKU-related attribute is missing, the SKU field remains empty.
   
   
   
   Once all relevant attributes are selected, the corresponding SKU is displayed.
   
   
   

1. If all attributes are selected before Purchase Order generation, the Purchase Order is automatically assigned an order number.
   
   
   
   
2. When a Purchase Order is created from a sale, the selected Side is automatically transferred and displayed alongside other additional attributes. This ensures consistency across order stages and avoids manual re-entry.
   
   

[ALL] Standardized Report Column Naming and Styling 

1. Column titles standardized to follow a unified naming convention (e.g., Patient Name → Patient, Location Name → Location).
2. Capitalization of column headers aligned with the established format.
3. Overall styling and terminology made consistent with reporting standards.

3. PUBLIC API

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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. 

Swagger API specs EU

 

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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.

 

LOCATION SETTINGS

[US, AU] GET – Location API Update with Brand, Area, and Region Data [v1, v2]

The Location API has been enhanced to expose brand, area, and region information, allowing external systems to retrieve enriched location data directly from the Public API. This update simplifies data integration, improves consistency across systems, and reduces the need for maintaining separate reference mappings.

GET /api/v1/locations – Returns a list of locations containing brand and region identifiers

GET /api/v2/locations/brands – Returns a paginated list of all location brands
GET /api/v2/locations/areas – Returns a paginated list of all location areas

5. SOLVED ISSUES

1. An issue was resolved where multiple letters were generated for a single patient if they had multiple sales. The update introduces new parameters that allow users to specify which services should be used for letter generation, giving more control over output. Additionally, restrictions were removed to allow letters for products beyond HSP Maintenance, and letters are now generated only for sales in "Draft" or "Quoted" state with claims in "Initial" status.