Cloud Release Notes

2.3.35 - September 2016

New Features

This release contains the following new features which will be covered in more detail in sections below:
1) Document Management Template Upload
2) Report Wizard
3) Health Care Plan Accounts Module


Bugs and Enhancements

We have fixed over 115 issues in this release including corrections to workflow, background maintenance and some good bug spray was applied to clear some troublesome hotspots.

Full details below the New Features.


Click Here to Jump to Fixed Bugs
Click Here to Jump to Known Issues
Document Management Template Upload

The new template method allows you to create templates in Microsoft Word or LibreOffice Writer to be uploaded to Vet Space.
Once uploaded the templates will generate into a PDF on screen in the browser ready for printing as if you had generated the document on your local computer using Word or Writer.

To use this new template method, you only need Microsoft Office or LibreOffice installed on the machine doing the template creation; the generating of the document is done in the cloud.

Download the New Feature Document here

Report Wizard

The report wizard has been implemented into Vet Space with a few differences if you have used it before in our On Premise solution Voyager.

A quick video shows the differences:

Download the New Feature Document here

Health Care Plan Accounts

The new Health Care Plan accounts screen is designed to make managing the account simple and easier to understand the activity of the plan for each patient, and manage all account and plan status changes from one screen for the client.

Download the New Feature Document here

Known Issues (click to expand)
Accounts (8797)
The accounting period is looking at the item date, rather than the invoice date, Fixed in release 2.3.37.

Compliance Reminders (8602)
The compliance reminder automatic schedule list does not register an all sites schedule & a singular site schedule with the same values as duplicate schedules, Fixed in release 2.3.37

Bugs fixed in Patch 1 (2.3.35-13)

Debtors/ Patient Reminders

Print letters/Chase up letters (9250)
Processing print letters from within the reminders module or chase up letters from within the debtors’ module is causing an exception to occur

Diary

Appointment flags (9003)
Diary status flags are not displaying for newly created appointments

Document Management

Add new attachment (9249)
Adding a new attached image to a tiny mce document is causing an exception to occur

Bugs fixed in Patch 2 (2.3.35-15)

VetXML

Claims (9391)
Claims for treatments which include a percentage in the description are failing, causing an error to occur when generating the claims form

Bugs fixed in Patch 3 (2.3.35-21)

VETXML

VetXML E-Claim History not sending (9474)
VetXML E-Claim History not sending


Handle Special Characters (9457)
Handle Special Character like pound sign on setting http message length


Treatment Label

Address for Labels (9477)
The mailing address of the client was not being used for the treatment label.


Calculate quantity (9466)
The calculate prompt was not appearing when it should have in the workflow.


Invoicing

There are no invoices to print – Monthly invoices (9464)
Create Monthly Invoices was incorrectly providing the message that there are no invoices to be printed

Bugs fixed in Patch 4 (2.3.35-23)

Treatment Label

Species (9531)
Species data is not collected & displayed when printing treatment labels

Bugs Fixed (Initial Release) (click to expand)

Stock Control

Exception Via Stock Centres (8916)
An exception occurs when navigating from the stock centres feature to the stock control module

Stock Centres/Treatment Area

Stock Centre Selection (8645)
The stock centre is now read-only within the treatment label window. This coincides with the introduction of the stock centre drop-down option within the add treatment fast track menu

Price Deviation

Site Drop-Down (8956)
Price deviation is only providing the user with the logged in site as an option, rather than all client sites

Internal Messaging

Add Patient Link (6121)
Add patient link is incorrectly creating multiple IM instances

Insurance

Clinical Note (5677)
Unable to delete insurance from a clinical note

Login

Login History (7834)
Login history under utilities-logs has now been implemented

Compliance Reminders

Running Compliance (8619)
Running the compliance reminder module is causing a continuous load to be performed


Email & Sms Merge Fields (9156)
Maintenance has been completed on the merge fields within email & SMS for compliance reminders

Estimate

Exception (8944)
Child items within an estimate can be deleted whilst the header record is retained. When attempting to save this record to draft, an exception occurs


Invalid Patient Selected (8572)
An invalid patient selected warning alert displays when attempting to save an estimate to draft

Daylist

Waiting List In Treatment (6635)
The waiting time is retained when the appointment is set as ‘in-treatment’


Unarrived Waiting Time (8899)
A waiting time of 1 minute displays for patients who have not been set as arrived

Reporting

Client Patient Details (7217)
The report ‘client patient details’ has been removed from within the marketing report category


Client Bank Account Details (7214)
The report ‘client bank accounts details’ has been removed from within the accounting report category


Sales By Surgeon Summary (8615)
The sales by surgeon summary report is not collecting the required data

Patient

Duplicate Additional Names (8312)
Adding duplicate additional names to a patient is causing an exception to occur


Deleted Microchipped Patient (8922)
Unable to undelete a deleted patient with a stored microchip number


Blank Species & Breed (6505)
When saving a patient without filling in the species & breed fields, the fields are now populated with unknown

Libraries

Horizontal Scroll Bar (8889)
Maintenance has been completed regarding libraries requiring horizontal scroll bars


Duplicate Breeds (8676)
Duplicate breeds can be added to libraries & are not restricted


Blank First Names (8376)
First opinion practitioners saved with blank first names display as null

Debtors

Client Sites (8738)
An exception occurs when the client site filter category is left blank upon running the debtors


Debt Level Reset (8888)
The debt level is not reset when clearing the debtors


Credit Statement (8757)
Unable to email a credit statement

Document Management

Double Click Tiny Mce Document (8806)
Double clicking on a tiny MCE document is opening the document in a preview state, rather than the edit window


First Opinion Merge Fields (8280)
The first opinion merge fields are not collecting the relevant data


Emailed Attachments (8941)
Emailed document attachments are not being received in a HTML format


Delete Document Prompt (6676)
The following prompt ‘Do you want to delete template ““.doc?’ has now been implemented

VetXML

Additional Documentation (8309)
Within the right click new attachment functionality within VetXML, the user is unable to select additional documentation to attach to the claim. Only the top document can be selected


Veterinary Fees Claim Form (8321)
Maintenance has been carried out on the veterinary fees claim form within VetXML. This includes resolving an issue with financial field where the values collected were for the clients account balance, rather than the insurance claim total


Customer Name (9183)
Customer name is incorrectly populated within the financial section of the veterinary claims form


Patient Insurance Plan (9200)
The patient insurance plan set within patient details is not collected upon first load of the program

Security

Sites-Sites (8113)
Horizontal scroll bar has been implemented into the sites window


Accounts-Apply Expired Early Settlement Discount (7965)
The permission ‘accounts – apply expired early settlement discount’ has now been implemented


Remove User (7029)
Removing a user from within the security module is causing the system to become unresponsive


Roles Are Not Present (8824)
The roles for a selected user within the security module are not displaying within the dual list

Settings

Specialist Surgeon With Time Slot (7532)
Adding a diary note to a specialist surgeon with available time slots is sending the note to the top of the appointment list


Consolidation Days’ Check (6803)
The setting ‘consolidation days’ check’ has now been implemented


Editing Diary Note (7533)
The required right click menu option is not generated for diary notes when added to a specialist surgeon with available time slots


Show Memo Pop-Up In Daylists (6652)
The following two settings ‘show memo popup in Daylists (after payment)’ & ‘show memo popup in Daylists (before payment)’ have now been implemented


Automatically Print Accounts Invoice On Save For Treat Discounted Items (7431)
When saving a 100% treat discounted treatment item to history, a null invoice is generated


Appointment Length (7574)
The set appointment length within settings is restricting values less than the set amount. This should behave as a suggested length & not as a restriction

Reception

Error Getting Patient Details (8390)
An error occurred for patient data when the preferred surgeon selected for the patient was not available at the logged in site


Saved Registered Date (8299)
Editing a saved registered date is always defaulting to the current date


Amending Compliance Reminder Date (8444)
Amending a compliance reminder date to before the first saved date is causing the newly amended reminder to not display within patient summary


Patient Id (8949)
Patient ID search is not working when logged in at branch sites


Client Notes (6696)
Client notes become read only after 24 hours has now been implemented


Client Account Category Alert (6043)
Client categories written off & bad debtors now generate the warning prompt before navigation to treatment module is successful


No Current Selected Animal (8439)
Navigating to the patient reminders tab is displaying the following information message ‘No current selected animal to load patient compliance reminder’

Pre-Invoice, Treatment Area

Manually Edit Date (8977)
Item date can be manually edited to a date range outside of the accounting period

Archive

Maintenance (7501)
Maintenance within the archive tab within the treatment module has been completed

Composite

Dispensing Fee Totals (8983)
The composite treatment window is not displaying the net, VAT & total correctly

Accounts

Write Off (8682)
Calculation amendment. When the VAT is amended, the gross value remains the same & the net value is calculated


Delete Refund For Reminder (8526)
Deleting a refund for a reminder treatment is not reactivating the reminder


Crediting Discounted Item (8569)
An allocation issue occurs when crediting a discounted treatment item with a dispensing fee


Negative Discounts (8148)
Negative discounts are accepted within the monetary discounts tab & pre-defined discount entries are accepted and is resulting in allocation issues


Change Invoice Date With Default (8242)
The change invoice date functionality is not adhering to the set accounting period when the default ‘Invoice date only to be after consolidation date and allow item dates to be in any range’ is ticked


Backdated Payments (7236)
The following alert ‘This payment will not appear in today’s daily cash’ has now been implemented


Euthanasia Item (9062)
Euthanasia items cannot be deleted within the accounts module


Advanced Payment Manual Allocation (8734)
An exception is occurring when attempting to manually allocate an advanced payment. Additionally, this restricts further payments from being processed for the client


Monetary Discounts Manual Allocation (8547)
Manual allocation of monetary discounts is not functioning correctly


Monetary Credit Information Line (8032)
‘The entered amount will be applied to each selected total’ information line has been added to the monetary credits tab


Change Invoice Date Modified Date (8849)
Amending the change invoice date is also amending the modified date for the accounting item


Change Invoice Date For Past Accounting Items (8230)
The change invoice date functionality window is not restricted for accounting items outside of the accounting period & an exception occurs when selecting the current date


Return Money For Negative Balance Exception (8550)
An exception occurs stating ‘the net + vat does not equal the total’ when returning money for a negative balance

Code Entry

Edit Discount Amount Item (8469)
An exception occurs when editing a discount amount treatment item


Edit & Save (8563)
Unable to edit & save code entry treatment items


Dispensing Notes (8330)
The addition of multiple duplicate dispensing notes is causing an exception to occur


New Template (8448)
Selecting the new template option within code entry templates is not activating the create button


Pricing Value (9033)
The pricing panel is retaining previous values when edited


Exception Composite Items (8583)
An exception occurs whilst retrieving composite child items


Hide/Unhide (8270)
The hide/unhide functionality is not adhering to the selected ticked sites & either hides or un-hides all sites, regardless of selection


Default Client Category (8334)
The set sites default client category is not being collected within the code entry module


Inherited Composite (8271)
Inheriting a composite with an existing child item already added to the current composite is causing an exception to occur

Treatment Area

Charity No Vat (8838)
Charity no VAT is not applying to manual treatments


Enter Net Calculation (8386)
Enter net functionality within the treatment window is rounding by two decimals


Composite Cancel Prescription (8056)
Cancelling the child prescription treatment process within a composite is not returning the user to the treatment label window


Manual Treatment Clinical Code (7931)
Manual treatment items are not collecting the clinical code data set within the add treatment fast track


Prescript Button (8829)
The prescript button within historical treatment label items has now been disabled


Assigning Barcodes (7932)
The ability to assign barcodes to treatments via the barcode treatment button has now been disabled. All barcode entries will be processed in Code Entry


Document Management Fast Track Patient (7930)
Saving a document management item to draft is losing the amended fast track patient focus & is returning to the current patient’s history


Surgeon List Prompt For Estimates & Pre-Invoice (7991)
Saving treatment items to estimates or pre-invoice is not generating the surgeon list prompt when the default ‘show surgeon list after treating’ is ticked


Logged In Site Differs To Work Site (8646)
Unable to edit a treatment label within treatment history if the logged in site differs to the treatment labels work site


Hidden Items Via Barcode (7933)
Hidden treatment items can still be added to draft via the barcode functionality


Specific Species Treatment Items (8012)
Treatment items with a specific species set in code entry can still be added to all species types when the item exists within a composite


Backdated Document Alert (8871)
When a treatment item exists within draft which is outside of the current accounting period, the alert ‘cannot add new item as backdated document item(s) exist’ incorrectly displays


Multiple Dispensing Fee (7901)
When adding a multiple dispensing fee item to draft, the dispensing fee selection window is not displaying the price value

Patient Reminders

Show Inactive (8310)
Ticking ‘show inactive’ is unlocking all reminder fields


Text Or Print Exception (8685)
An exception occurs when texting or printing for reminder records

Wholesale

Multiple Supplier Codes (8361)
The multiple supplier codes window closes after first supplier code selection


Auto Add (9071)
The auto-add functionality removes a wholesale item if it already exists within the created order

Prescription

Generate Document (8531)
Prescribing a prescription treatment item is not generating the document but returning the user to the label window


Prescribe Exception (8432)
An exception occurs whilst prescribing a prescription treatment item

Treatment Label

Data Retained (8815)
The treatment label window is retaining previous data values entered into the dispensing notes field, the commencing date field & the print quantity field


Edit Label Clinical Code (8818)
Editing a treatment label is removing the associated clinical code


Minimum Charge, Net Dispensing Fee & Net Cost (8840)
The treatment label window is not populating the relevant data within the minimum charge, net dispensing fee & net cost fields


Calculate Quantity (8819)
The calculate quantity functionality within the treatment label is not working


Additional Information Field (8924)
Editing a treatment label within draft, pre-invoice or history is resetting the amended additional information data to the default value stored within code entry


Calculate Quantity For Repeat Prescription (9155)
The calculate quantity functionality within the treatment label is incorrectly adjusting the quantity of a repeat prescription treatment item


Repeat For Today & Reprint Label And Dispense (9168)
The repeat for today & reprint label and dispense functionalities within the treatment module are not retaining the treated label data but are always recollecting the latest label data from within code entry

Diary

Day Note (8837)
Adding a day note, deleting a day note & then re-adding a new day note is not storing the latest note


Repeat Prescription Surgeon (8970)
An exception occurs when selecting a repeat prescription reason for an appointment


Time Format (7225)
Time fields allow the user to add values greater than two digits. Free text has now been disabled


Delete Note/Mark As Unavailable (7411)
Deleting specialist surgeon notes or marking appointment slots as unavailable is not automatically refreshing the diary


Pre-Invoice In-Treatment Status (8725)
The ‘in-treatment’ status is maintained when saving treatment items to pre-invoice. Setting ‘set in-treatment once first item is selected’ is ticked for this scenario


Estimate ‘In-Treatment’ Status (8556)
Patients’ with treatment items stored within estimates are being set as ‘in-treatment’ when appointments are created


Appointment Notes (8721)
Incorrect right click menu options are generated when an appointment has an appointment note stored

Health Care Plan

Write Off Gross Value (8710)
An exception occurs when writing off a health care plan balance. ‘The net + the VAT does not equal the total’


Future Payments (8978)
Health care plan payments can be processed in the future & are therefore not adhering to the accounting period restriction


Renewal Date (7417)
The health care reporting tab is not collecting the renewal date data


End Time (7415)
Editing a health care plan is setting the end time to 00:00:00


Hcp Discounts In Estimates (8990)
HCP treatment items added to estimates are ignoring the allowance rule & can be added continuously with the discount value being honoured


Multiple Hcp Items In Estimates (8398)
Adding multiple lines of health care discounted items to estimates is causing the system to become unresponsive when saving back to draft


Hcp Discount Adjusted When Saving From Estimates (9026)
HCP discounted value is incorrectly adjusting when the treatment is saved to draft from estimates

Pre-Invoice

Edit Label Exception (8696)
An exception occurs when editing labels within pre-invoice


Don’T Show Invoice Date Prompt (9064)
Ticking the default ‘Don’t show invoice date prompt’ is still generating the prompt


Save Item Outside Of Accounting Period (8864)
An exception occurs when attempting to save a treatment item outside of the accounting period to pre-invoice


Edit Label Zeroes Values (8921)
Editing the quantity of a treatment item label is zeroing the cost of the treatment item


Microchip Registration (9098)
Microchips are not registering when a chip treatment item is saved to pre-invoice


Invoice Date & Fast Track Item Date (9058)
The invoice date is adhering to the fast track set item date & not the treatments item date


Treatment Group Exception (9074)
Saving a treatment item to pre-invoice with a set treatment group is causing an exception to occur


Alter Sex & Hcp Items (8669)
An exception occurs when emptying alter sex & HCP items from pre-invoice

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