Public Release Notes - Manage 11.8.0

1. Online Booking Module
   Book appointments online with real-time availability, SMS confirmation, and mobile-friendly design.

1. Enhanced Dashboard View
   View today’s appointments with location filters, configurable exclusions, and quick access to patient phone numbers.

1. AI-Generated Documents with Clinical Data
   Automatically include comprehensive clinical details and specialist information in AI-generated documents.

1. Phone Number Validation
   Maintain consistent and accurate phone numbers across patients, leads, and system settings to ensure reliable communication and seamless API integration.

1. Custom Categories in Reports
   Reports now display the actual names and types of custom categories for more precise and meaningful data representation.

1. Patient & Lead Information Report Update
   Improved clarity with renamed fields and a new preferred contact option.

[ALL] Customizable Product Categories      

 

HOW IT WORKS

 

Access Settings
Navigate to Environment Settings > Inventory Settings > Product Categories.

 

Create a Category

1. Click +CATEGORY.
2. Enter a Name (max 96 characters).
3. Select a Type from the predefined list.
4. Optionally, add an Account Code.
5. Save.
   
   

After saving, the Name and Type fields become locked and cannot be changed. Please verify these details carefully before saving.

Edit/Delete a Category

Default product categories cannot be deleted, and custom categories can only be deleted if they have never been used.

1. Search, sort, and paginate through product categories.
2. Activate or deactivate categories directly from the list.
   
   

 

Usage of Custom Categories 

Custom categories are seamlessly integrated across Manage — they appear in product catalogs, stock management, and exports. Custom product categories are also supported in the Public API for smooth integration with external tools.

 

 

 

ONLINE BOOKING 

[ALL] Online Booking Module

The Online Booking Module offers a simple, convenient way to schedule appointments. Designed to enhance accessibility while giving clinics full control over their configurations, it allows patients to book in just a few clicks. Users can select their location, reason for visit, date, and time — and instantly view available slots. The process is secure, mobile-friendly, and optimized for a seamless experience.

 

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AVAILABILITY: 

With Manage 11.8, you can now offer patients the convenience of online self-booking directly through Manage. Online Booking is an optional add-on, charged per location, and includes a one-time setup fee. To enable Online Booking or get detailed pricing for your locations, please contact Auditdata Support.

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HOW IT WORKS

 

1. Enabling the Online Booking Module

Auditdata Support activates the Online Booking Module, which is fully integrated with Manage. During setup, they configure time slot generation and customize options such as:

1. Start day of the week.
2. Booking window (how far in advance patients can book).

1. Set the date and time format to match regional or organizational preferences.
2. Define how soon patients can book appointments using the Shift First Available Appointment setting:
1. Leave the field empty to allow same-day bookings.
2. Enter a numeric value (e.g., 1 or 2) to delay availability by that number of days.
3. Specify how many days of available time slots the Online Booking Module should display using the Show Available Timeslots setting.

 

3. Configuring Appointment Reasons for Online Booking

When setting up appointment reasons under the Online Booking category, ensure that the "Marketing Campaign Required" and "Resource Required" options are not selected. If either option is enabled, those appointment reasons and their linked locations will not appear as choices in Online Booking.

 

 

4. Starting the Booking Process

Patients start by selecting:

1. Location
2. Appointment reason
3. Date and time

Available time slots are displayed dynamically based on the clinic’s configured settings.

 

 

1. Provide all required personal information
2. Agree to the clinic’s privacy policy

1. The Online Booking Module displays a confirmation message.
2. SMS confirmation is sent.
3. If a selected slot becomes unavailable, patients are prompted to choose another.

 

1. If you have access to multiple locations, use the Location filter in the Appointments section to select the location you want to view.
2. Your selection will be saved across sessions and when switching tabs.
   
   

If a Specialist is assigned to a user in Manage, the Location filter will not appear. In this case, the Dashboard displays only the appointments linked to that Specialist.

1. Go to Environment Settings > Dashboard > Appointments.
2. Add appointment statuses or reasons you want to exclude from the Dashboard view.
3. Upon save, changes apply immediately for all users.
   
   

1. Report date and visit date
2. Audiogram and related notes
3. Appointment location (name and address)
4. Specialist name, signature, and provider numbers (including AU-specific requirements)
5. Speech test results (SRT, UCL, MCL, WR scores and masking)
6. PTA values for both ears

1. If the phone number is valid, it is saved as is in the patient record.
2. If the phone number is invalid but can be corrected, the system saves both the original number and the corrected version.
3. If the phone number is invalid and cannot be corrected, the original number is saved.

This process uses international standards for consistency and applies the default country setting when available.

Existing phone numbers from previously imported records can also be checked and corrected using the same process to ensure accuracy and proper formatting.

[ALL] Phone Number Validation Across System Settings

My profile (User profile)

Environment settings > Scheduler settings > Specialists

Environment settings > GP Configuration > General Practitioners/Practices

Environment settings > Location settings > Locations

Environment settings > Inventory settings > Manufacturers/Suppliers

 

Phone number validation helps maintain consistency and accuracy across user profiles, specialists, general practices/practitioners, as well as location and inventory settings. For these records, the system ensures that only the corrected version of the phone number is stored, providing clean and reliable data.

 

If there is functionality to retrieve a record via Public API, then the following rules will apply:

1. If the phone number is valid, it is saved as is.
2. If the phone number is invalid but can be corrected, the system saves the corrected version.
3. If the phone number is invalid and cannot be corrected, the original number is saved.
   
   

[ALL] Сustom Categories Displayed in Reports

1. "Primary funding" renamed to "Latest payer"
   
2. "Outstanding balance" renamed to "Patient outstanding balance"
   
3. "Preferred contact" (Patient or Contact Person) field added
   
   

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.

 

 

COMPANY MANAGEMENT

[ALL] Increased API Key Limit

The maximum number of API keys that can be created per environment in Manage has been increased from 2 to 10. This change supports more flexible integration setups and key rotation practices.

NOTE: All API key configurations and related management tasks are handled by Auditdata Support.

 

INVENTORY/INVOICING

[ALL] Standardized API Responses Across Regions

Response formats across different regions have been standardized in the Public API to ensure consistency and simplify integration. Differences in field naming have been resolved, and unnecessary attributes have been removed from several entities in the Inventory and Invoice domains. As a result, region-specific parsing requirements have been eliminated.

INVOICING

[ALL] GET – Credit Notes: Issue Date and Time Added [v2]

The public API for retrieving credit notes has been enhanced to include the "createdOn" field in the response. This new field provides the date and time a credit note was issued, enabling external systems to display, reconcile, and accurately report on credit activity without requiring additional queries or manual intervention.

Endpoint - v2

 GET /api/v2/invoicing/sales/{saleId}/credit-notes – Retrieves a list of credit notes for a given sale.

GET /api/v2/equipment/{patientId}/search – Retrieves a list of equipment associated with a specific patient, filtered by optional search criteria.

1. An issue where field names for 3rd Party Payers changed after saving has been resolved. Labels now remain consistent between the initial entry form and the saved view.