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Public Release Notes - Manage 11.9.0

About this release

January 5, 2026, Manage 11.9.0

Manage 11.9.0 introduces updates across Environment settings, Reporting, Patient management, and Public API.
This release focuses on improving patient clarity during Online Booking, enhancing financial and sales reporting, and fixing a range of workflow issues across AI, Inventory, Sales, Patients, and Scheduling modules.
 
Key highlights include:
  1. Patient-friendly titles and descriptions for appointment reasons used in Online Booking add-on module.
  2. Enhanced reporting with new Payer Overview and Open Quotes reports.
  3. Improvements to Public API endpoints for equipment, appointments, and invoices.
  4. Bug fixes and workflow improvements for HSP, repair orders, serial number handling, and Price Books.
  5. Accessibility and task management improvements.
 

1. WHAT'S NEW

ENVIRONMENT SETTINGS

[ALL] Customizable Online Booking Appointment Titles and Descriptions     

Environment settings > Scheduler settings > Appointment reasons > Online booking
 
Clinics using the new Online Booking  add-on module can now define patient-friendly titles and descriptions for Appointment reasons.
Previously, patients saw the internal appointment reason names configured for staff workflows, which could be unclear or too technical. With this update, clinics can present clear, plain-language information to help patients confidently choose the right appointment.
 
 
HOW IT WORKS

For appointment reasons available in Online Booking, a new Online booking tab is available where you can configure:

  • Online booking name
    Replaces the internal appointment reason name throughout Online Booking.

  • Online booking description
    Optional explanatory text to help patients understand what the appointment includes.

These values are displayed in the Online Booking widget and booking confirmations.
If no values are configured, the system automatically falls back to the internal appointment reason name.

 
REPORTING

[ALL] Patient Status Filter in Reports

 Reports 
 
These reports now include a Patient archived column, allowing you to distinguish between active patients and archived records:
  1. Operations → Patients & Lead Information
  2. Operations → HSP and DVA
  3. Inventory → Date of Birth
  4. General → Patient Duplicates
  5. General → Tasks
  6. Marketing → Campaign Tracking
  7. Finance → Open Invoice
In the Open Invoices report, the previously named Patient types column has been renamed to Patient Archived, aligning terminology across reports.
 
The Patient Archived column displays Yes / No values  for Archived / Active patient records respectively.
 

[ALL] Payer Overview Report

Reports > Finance >   Payer Overview - Summary
Reports > Finance >   Payer Overview - Detail
 
The  Payer Overview Report introduces two complementary views that help clinics monitor outstanding balances from third-party payers and manage overdue receivables more effectively.
 
The report is available in two formats:
  1. Payer Overview – Summary
  2. Payer Overview – Detail
 
 

Both views can be filtered by region, location, payer, and date range.
Users can also choose whether aging is calculated based on the  invoice date or the  delivery date, and limit results to  open invoices only.

 
HOW IT WORKS
 
1. Payer Overview – Summary

The Summary view aggregates outstanding amounts by third-party payers, providing a high-level picture of payer-related receivables.
The report displays:
  1. Total funded and paid amounts per payer
  2. Outstanding balances grouped into aging buckets:
    1. 0–30 days
    2. 31–60 days
    3. 61–90 days
    4. 91–120 days
    5. Over 120 days
  3. Total outstanding amount per payer
This view is intended for quick assessment of payer exposure and identification of overdue balances requiring follow-up.
 
2. Payer Overview – Detail
The Detail view breaks down third-party payer receivables at invoice level.
For each invoice, the report includes:
  1. Region and location
  2. Patient name and patient number
  3. Invoice number, invoice date, and delivery date
  4. Payer-funded and paid amounts
  5. Outstanding balances distributed across aging buckets
This view supports detailed analysis of unpaid invoices and helps clinics investigate payment delays and discrepancies.

- Outstanding amounts may be negative in cases where refunds are due to the payer.
- When aging is calculated from delivery date, results may differ if products have not yet been delivered. If there are delivered and undelivered products in one sale, the latest delivery date is considered.

[ALL] Open Quotes Report

Reports  →  Sales → Open Quotes
 
The Open Quotes report provides a centralized view of all patient quotes that have not yet been converted into invoices.
The report includes:
  1. Quote age (days since creation)
  2. Quote amount and deposit amount, where applicable
  3. Patient Archived status (Yes / No)
  4. Associated purchase orders
  5. Region and location information
 

Only open quotes are shown. Once a quote is converted into an invoice, it is automatically removed from the report.

This helps clinics track sales opportunities, prioritize follow-ups, and improve conversion rates.
 

2. IMPROVEMENTS

[ALL] Patient Number Prefix per Environment

CMT → Companies → Environments → Patient

Patient number prefixes can now be configured per environment to support regional or tenant-specific numbering requirements.
 
 
HOW IT WORKS
 
Auditdata Administrators can configure a Patient number prefix for each environment in the Company Management Tool.
  1. The prefix is automatically applied when patients or leads are created in Manage or via integrations.
  2. The prefix:
    1. Can be empty
    2. Supports uppercase letters and a hyphen -, up to 10 characters
Changes to the prefix apply only to newly created patients and leads.
Existing patient and lead numbers are not affected.
 

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] Equipment – Hearing Aid Indicator

GET /api/v2/equipment/{patientId}/search
 
The Patient Equipment Search endpoint now includes a new boolean attribute, isHearingAid, for each equipment item.
This attribute allows integrations to clearly identify hearing aids when retrieving patient equipment data, supporting more accurate categorization, reporting, and downstream processing in CRM and third-party systems.
 

[ALL] Create Appointment – Label Association

POST /api/v2/scheduler/appointments

The Create Appointment endpoint now supports an optional labels field in the request body.

When provided, the appointment is created with the specified label, allowing integrations to categorize and synchronize appointments by label directly at creation time. This supports consistent labeling across systems and improved reporting and automation workflows.

 

[ALL] Sale Invoices – Patient and Location Information

GET /api/v2/invocing/sales/{saleId}/invoices
 
The Sale Invoices endpoint now includes patient and location identifiers in the response.
 
Each sale invoice returned by the endpoint contains patientId and locationId, enabling external systems to associate invoices with the correct patient and clinic location and support accurate billing, reconciliation, and reporting.
 

4. TECHNICAL REQUIREMENTS UPDATE

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
Bridge version Bridge BE - 2.5.0 + 2.5.0
Engage version

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

5. SOLVED ISSUES

AI

[AU] Error Message Displayed After Login When Speech-to-Text Is Disabled

  1. An issue causing a one-time “Some error occurred. Please contact support” message after login has been resolved. The system no longer sends Speech-to-Text requests when the feature is disabled, preventing unnecessary error prompts.

[AU]  AI Notes Assistant Unable to Start Transcription

  1. An issue preventing transcription from starting after microphone selection has been resolved. Updated configuration ensures transcription can start successfully when the feature is enabled for the clinic.
INTEGRATIONS

[UK] Xero – Outstanding Amount Not Updated After Payment

  1. Invoice outstanding amounts are now recalculated correctly when payments are imported from Xero. Outstanding balances are now accurately reflected after payment synchronization.
INVENTORY

[ALL] LD Warranty Value Handling in Product Updates via Public API

  1. The Public API now supports updating products with an LD Warranty value of 0. When submitted via PUT or PATCH, a value of 0 is accepted and stored consistently according to Manage validation rules, ensuring API and UI behavior remain aligned.

[ALL] Product Attributes Preserve Left/Right Values on Update via Public API

  1. Updating a product via the Public API no longer removes existing Left and Right attribute values. Products with sided attributes now retain their assigned values when updated using PUT requests.

[ALL] Repair Order Returns to Incorrect Patient After Save or Cancel

  1. An issue has been fixed where saving or cancelling a Repair Order could return users to a different patient record when multiple patient tabs were open. The system now consistently navigates back to the same patient record from which the Repair Order was opened.

[UK] “Reservation Failed” Error When Reusing Credited Serial Numbers

  1. An issue has been resolved where serial numbers that were returned or credited could not be reused in a new sale and triggered a “Reservation failed” error. Serial numbers can now be reused correctly after credit or return.
PATIENTS

[AU] GP Medicare Provider Number Validation

  1. Validation for GP Medicare provider numbers has been corrected to accept valid 8-character values. Correctly formatted Medicare numbers are now saved successfully without incorrect minimum-length warnings.

[AU] Medicare Referral – Permission Error on Creation

  1. An issue preventing Medicare referrals from being created despite the correct permissions has been resolved. Users with appropriate roles can now successfully create Medicare referrals without encountering access-denied errors.
PATIENT SALE

[ALL] Price Books – Zero Prices Supported Across Import and Setup

  1. An issue has been fixed where importing a Price Book failed if products had a price of 0.00. Zero-priced products can be added manually, inherited from the product catalog, and successfully imported via Excel without validation errors.

[AU] Sales – Price Book Missing When Changing Appointments

  1. An issue where the Price Book field could intermittently disappear when changing appointments during a sale has been resolved. The default Price Book is now consistently prefilled, and all configured Price Books remain available for selection.

[AU] HSP Battery & Maintenance – Patients Without HSP Details Shown

  1. The Battery & Maintenance list now displays only eligible patients with valid HSP details. Inactive, archived, deceased, transferred, non-HSP patients, leads, and patients without active HSP vouchers or relevant B&M contracts are no longer shown.

[AU] HSP Follow-Up Appointment Validation Rules

  1. Validation logic for HSP follow-up appointment rules has been corrected. When enabled, the system now consistently enforces required follow-up dates and ensures the follow-up service date is at least seven days after the fitting date before invoices can be created.

[AU] HSP Claims – Export Timeout

  1. Exporting HSP claims has been improved to prevent timeouts during file generation.
SCHEDULER

[ALL] Online Booking – Locations From Newly Created Companies Now Available

  1. Locations belonging to newly created companies are now correctly displayed in the Online Booking app. When online booking and timeslot generation are enabled and the location is linked to a specialist, it will be available for appointment booking as expected.
TASK MANAGEMENT

[ALL] Calendar Date Picker Not Responding

  1. The date picker in the Tasks module now responds correctly when selecting months and years. Users can navigate dates using both arrows and the month/year dropdown, making it easier to set due dates far in the future.

[ALL] Removed Unnecessary UI Elements and Improved Accessibility

  1. Unintended UI elements that briefly appeared or received focus on the Task edit screen have been removed. This improves keyboard navigation, screen reader behavior, and overall accessibility when editing individual tasks.

[ALL] Task Due Time Differs Between Dashboard and Task Details

  1. An issue has been fixed where task due times differed between the dashboard view and task details. Due times are now shown consistently.