Cloud Release Notes


2.3.39 - January 2017

New Features

This release contains the following new features which will be covered in more detail in sections below:
1) Search by Invoice Number in Accounts
2) Login Security
3) History Filters
4) Document Template Filter
5) Patient Details Wildcard Search
6) Stock Transfer Process
7) Clinical Notes - Highlight


Click Here to Jump to Fixed Bugs
Click Here to Jump to Known Issues
Search by Invoice Number in Accounts

A new search filter titled invoice number has been introduced into the accounts screen.

This allows the user to search via specific invoice within accounts.

Download the New Feature Document here

Login Security

To improve security options, a password policy has been added.

Password complexity has been introduced, along with password expiration that requires a new password after 42 days.

The following are requirements for new passwords:

Must be at least 7 characters
Must not be the same as the user’s previous 5 passwords

Contain characters from three of the following four categories:
English uppercase characters (A through Z)
English lowercase characters (a through z)
Base 10 digits (0 through 9)
Non-alphabetic characters (for example, !, $, #, %)

Download the New Feature Document here

History Filters

A new functionality has been added to the history tab within the treatment module to allow users to hide associated treatment discounts from the list. This is a tick box functionality and will be stored as part of the user profile (will remember on the last selected option for each user).

Download the New Feature Document here

Document Template Filter

A filter has been added to the document selection window to allow searching for the document by name.
The filter is wildcard enabled and will search for any part of the document name.

Download the New Feature Document here

Patient Details Wildcard Search

Wildcard search has been added to the following options in patient details, Species, Breed and Colour.
This allows quicker and easier selection of data.

Example enter: Shep
Will find “German Shepherd Dog” and “Belgian Shepherd”

Download the New Feature Document here

Stock Transfer Process

The stock transfer screen has been improved with a quantity allocation for batches which allows the movement of several batches in the same movement.

Download the New Feature Document here

Clinical Notes - Highlight

Clinical Notes will now appear with red font when * is appended to the beginning of a clinical note.

Download the New Feature Document here

Known Issues (click to expand)

We continue to resolve minor reported issues, there is currently no known major defects.

Maintenance Work (click to expand)

Treatment Area

Composite Performance (9478)
Improvements have been made relating to composite item performance


Mileage Surcharge (8288)
The functionality ‘mileage surcharge’ has been removed from the program

Reception

Print Debt Level (9022)
The print debt level field within client additional information has been removed

Security

Specific Site User (7476)
Maintenance has been completed for specific site users that could view all sites within specific modules

Bugs Fixed (click to expand)

VetXML

Special Characters (9457)
VetXML cannot handle special characters like the pound sign

Labels

Practice Name Formatting (9455)
Treatment labels are formatting the practice name without any spacing

Invoicing

Monthly Invoicing Exception (9579)
An exception occurs when printing monthly invoices within the finance menu

Insurance/ VetXML

E-Claim History (9474)
No history is being collected when sending e-claims via VetXML

Insurance

Insurance Assigned To Patient (9200)
VetXML insurance claims were not collecting the relevant insurance plan data for patients with a set insurance plan within patient details

Document Management

New Image Render (9889)
New images are not rendering for document management templates

Debtors/ Patient Reminders

Print Letters/Chase Up Letters (9250)
An exception occurs when printing letters from the reminders module. An exception also occurs when printing chase up letters from within the debtors’ module

Archive

Print Archive (9111)
Print archive is not collecting the relevant client/patient data

Daylist

Treatment Date Alert (6101)
The treatment date alert ‘Treatment date cannot be before the current accounting period. The treatment date has been set to today’ has been implemented

Contacts

Business Address (9477)
The clients’ business address details are being used for the treatment label, rather than the mailing address

Composite

Parent Composite Items With Overwrite Flag (9443)
Parent composite items with overwrite value set with no standard cost are displaying as zero value within the composite window

Stock Centres

Deleting Slave Stock Items (9551)
Deleting a slave stock centre item from pre-invoice or deleting the item from the accounts module is returning the item to the main stock centre

Treatment Area

Send To Functionality (9267)
The send to functionality within the treatment module is ignoring the patient selected within the fast track menu


Destocking From History (9211)
Items are not destocking when the quantity of an item is amended within the history tab


Invalid Microchip (9128)
Entering an invalid microchip number causes a system performance issue to occur


Branch Site Historical Pricing (9118)
Editing an item in a patients’ history at a site that has differing minimum charge/overwrite price values stored within code entry is overwriting and amending the original cost


Item Has Already Been Added (9075)
The alert ‘Item has already been added. Do you want to add a duplicate?’ is not displaying if the original treatment items description has been amended in draft


Multi Dispensing Fee (8822)
The first selection for multi dispensing fee treatment items is blank but adds a value when selected


Invoice Generation (9317)
Invoices are not generating when a treatment is saved with a clinical note. This relates to the default ‘automatically print accounts invoice on save’


Manual Treatment Exception (9503)
An exception occurs whilst adding a manual treatment to draft


Edit Label Amends Vat Value (9826)
Editing label item within pre-invoice or history adds VAT to Charity No VAT clients


Edit Treatment Exception (9420)
Exception occurs when editing treatments


Repeat Prescription Flag (9150)
Repeat prescription treatment items without label required is not adding the correct quantity value. When repeat prescription is selected for a code, label required should be automatically selected


Reprint Labels (9145)
Reprint labels is not completing the action within the repeats tab


Alter Sex Alert For Multiple Patients (9174)
Alter sex item prompt displays for all patients with items in draft


Fast Track Patient Repeat Prescription Link (9617)
Repeat prescription is not adhering to fast track patient selection


Manual Treatments (9503)
An exception occurs when adding manual treatments


Lab Result Stored In History (9907)
Double click lab result line within treatment history does not open lab results window


Add Weight Exception (9623)
The default Clinical Code is not selecting a default option, resulting in an exception when adding a weight record to a patient if not set in settings.

Diary

Duplicate Surgeons (9207)
A check has been added to help reduce the possibility of duplicate practitioner entries.


New Appointment Ui Refinement (6515)
The new appointment window will now grey out search fields when a client or patient is selected.


Rota Dates (9921)
Surgeon availability at separate sites is restricted by differing rota dates


In-Treatment Colouring (9887)
In-treatment status colour amended to be a lighter shade of purple


Right Click Menu (9343)
Incorrect context menu options when right clicking specialist surgeon appointment slots


Appointment Reasons (9339)
Cut, copy or drag appointments is losing specific surgeon reasons when the appointment is edited


Allow Future Dates (9364)
Despite the default ‘allow future dates’ being applied, the ‘treatments cannot be made in the future’ alert still displays


Euthanised Appointments (9308)
Unable to create appointments for euthanised patients. Additionally, the euthanasia alert incorrectly displays for cremation surgeon appointments


Appointment Deletion Refresh (9658)
Deleting a standard surgeon appointment is not refreshing the diary day view automatically


Day List Practitioner (9344)
Appointment label is not collecting the day list practitioner


Add Another Patient Data Retained (9228)
Diary right click option ‘add another patient’ copies data from the original appointment


Duration Value Reset (9312)
Amended duration value is resetting to original reason duration length when the appointment is edited


New Appointment Client (9465)
New appointment client search is not returning all client records


Copy Availability (9555)
Copy availability does not work for any selection of less than 52 weeks


Edit Appointment Reason (9323)
Editing an appointment for a repeat prescription/hospital surgeon is removing the appointment reason


Future Appointment Navigation (9367)
Future appointments navigation, followed by reception navigation, is causing module loading issues


Edited Appointment Duration Retained (9866)
Edit appointment is retaining the previously selected duration value, rather than adhering to each specific reason duration


Show Surgeon After Treating (9807)
The default ‘show surgeon list after treating’ is ignoring the fast track surgeon/diary surgeon selection


Zero Duration (9157)
Appointment reasons set with a default duration of zero within libraries, is not collecting the default appointment length value set within defaults


Day List Practitioner (9345)
Drag & drop, cut & paste, as well as copy & paste removes day list practitioner


Schedule Sms Reminders (9301)
An exception occurs when selecting the schedule SMS reminders functionality within the Diary module

Treatment Label

Species (9531)
Species data does not show on printed treatment labels


Calculate Quantity (9466)
Calculate quantity prompt does not generate


Commencing Date (9458)
The commencing date within the treatment label is not adhering to the item date set within treatment draft


Patient Null (9412)
Reprinting or editing a treatment label is not collecting the patient name & displays the values as null


Dispensed By Surgeon (9456)
Dispensed by surgeon does not match the prescribed by surgeon when the setting to enforce the action is set.


Treatment Label For Sell As Whole Pack (9414)
Treatment label for sell as whole pack items is not adjusting to quantity per pack


Manual Field (9161)
Manual treatment label data is retained for all clients/patients. This field has been subsequently removed as it is no longer required


Html Formatting (9601)
All treatment labels are printing with HTML formatting, regardless of default setting


Edited Description Field (9410)
Edited description does not show or print in the treatment label


Commencing Date & Treatment Date (9458)
Commencing date within treatment label is not collecting the amended treatment date within fast track


Edit Or Reprint Label Patient Data (9412)
Edit label or reprint label is removing patient data


Reprint Batch Data (9622)
Reprint label within draft is removing batch data


Species For Treatment Labels (9531)
Species data is not being collected for treatment labels

Wholesale

Delete Shipped Items (9065)
Unable to delete items that have been shipped


Auto Add (8363)
Auto add within wholesale ordering is ignoring the grouping level


Updating Prices (9374)
Processing price updates is not amending code entry items for branch sites that are ticked to track main site pricing


Outstanding Order Site Selection (9332)
Amending the site via the outstanding order tab & double clicking an order to return to view orders is causing system instability


Tote Scan Order (9389)
Tote scanning orders is not receiving the stock


Batch Duplication Restriction (9775)
Batch duplication restriction is also restricting the addition of expiry date & barcode within the wholesale module


Tote Scan Order (9389)
Tote scan order is not receiving stock


Wholesale Price Update For Track Main Site Items (9374)
Updating prices via wholesale is not amending any track main site branch item values


Outstanding Orders (9332)
Selecting an outstanding order for a site that is separate to the site set within view orders is causing system instability


Duplicate Batches (9385)
Duplicate batch numbers are not restricted within wholesale view orders


Supplier Details ( 9644)
Supplier details are intermittently not matching the selected supplier within wholesale

Health Care Plan

Core Category Amends To Non-Core Category (9392)
Core category health care items when saved to estimates become non-core when saved to treatment history


Suspended Hcp Restrictions (9209)
A suspended health care plan patient can have HCP discounted items stored within estimates added to the draft & history continuously


Crediting Hcp Discounted Items (9180)
Standard cost item values are being applied to the health care accounts balance when the treatment item is credited


Write Off Negative Account (9453)
Selecting write off for a negative balanced account is increasing the negative value, rather than zeroing it


End Plan Drop-Down (9204)
Ending a health care plan removes it from the health care drop-down completely


Hcp Exception (9780)
Editing a health care item within draft or history causes an exception to occur


Core Category To Non-Core Category (9392)
When saving a core category health care treatment item to estimates, the item is transformed into a non-core health care treatment item


Statements (9186)
The health care plan statement feature is greyed out


Active Plan (8981)
The health care accounts plan drop-down does not default to the current active plan


Plan To Replace (9121)
The plan to replace functionality within health care plans is not filtering by the selected species type


Hcp Discount (9178)
Health care plan discount for an active HCP patient can be added to a non-HCP patient via the fast track menu within the Treatment module


Write Off Hcp (9518)
An incorrect permissions error displayed when attempting to write off a health care account

Accounts

Printing Exception (9668)
A null exception occurs when printing invoices


Invoice & Item Dates (9669)
Invoice date is being set as item date & vice versa


Charity No Vat Field (9287)
Charity NO VAT does not lock the VAT field and subsequently does not set the VAT value field to zero


Multi Invoice Data (9703)
Multi invoice is not collecting current date data causing no invoices to be printed.


There Are No Invoices To Print (9464)
‘There are no invoices to print’ alert displays within the monthly invoices functionality, despite valid data being available within the set criteria range


Predefined Discount Entry Vat Value (9582)
Predefined discount entries VAT rate is not adhered to within the accounts module


Email Multi Invoice (9699)
Email multi-invoice accounts right click is not generating the relevant records


Charity No Vat (9287)
The charity no VAT functionality within client additional information in Reception is not locking or zeroing the VAT fields within the Accounts module


There Are No Invoices To Print (9464)
When printing invoices within the monthly invoices functionality, the user receives an incorrect message stating that ‘there are no invoices to print’


23:59:59 (9315)
Treatment items added at 23:59:59 are not being included within the item dates statement

Code Entry

Treatment Type Treatment Options (8216)
New codes added in code entry will now use the Treatment Type Library for the on/off settings for treatment options (i.e. Label Required, Is Flea).


Selecting & Deselecting Overwrite Flag (9434)
Ticking overwrite in stock/non-stock then doing the same for non-stock/stock (or vice versa), causes an exception to occur


Treatment Panel (9514)
A display issue occurs within the code entry treatment options drop-down menu


Code Deletion Exception (9556)
An exception occurs when deleting code entry items. Same error occurs within code entry archive


Code Addition Exception (9501)
Code entry exception occurs whilst adding a new item


Reminder Required Code Exception (9502)
Code entry exception occurs whilst adding an item with reminder flag enabled


Hide & Unhide (9356)
Hiding a code at a branch site is unhiding the code at the main site


Net-Net & Net-Net-Net Values (9357)
Net-net & net-net-net are adding with an incorrect calculated value


Item With Reminder (9502)
An exception occurred whilst adding a new code entry treatment item with the reminder required flag enabled


Overwrite Flag For Historical Items (9521)
Amended overwrite price values for historical items stored within a patients’ treatment module are ignored when adding to draft or repeating for today

Debtors

Print Exception (9840)
Printing statements or invoices from debtors is causing an exception to occur


Group Statement With Invoices (9498)
Group statement with invoices is not collecting all client data


No Invoices To Print (9324)
Debtors displays ‘no invoices to print’, despite relevant data being present within the set criteria


Invoice Sorting (9316)
Debtors invoices are not sorted by invoice number


Current Balance 0 (9206)
Debtors statements are not printing for clients with a current balance value of 0


In-Patient Charges (8502)
In-patient charges are printing with null values. This relates to the default ‘Print in-patient charges’ located within the reporting tab


Multi-Invoice Report (9498)
Some contacts are not being included within the multi-invoice date range report


Invoice Exception (9447)
An exception occurred when processing invoice reporting within the Debtors module


No Invoices To Print (9324)
An incorrect message ‘no invoices to print’ displays for active debtors

Stock Control

Stock Transfer Exception (9215)
An exception occurs whilst transferring stock between sites


Select Button (9217)
The branch transfer selection button disappears from the panel after transferring an item to a separate branch


Batch Quantity Transfer Between Stock Centres (9366)
Batch quantity values are not amending when transferring stock from the main stock centre to a separate slave stock centre


Stock Centre For Batch Traceability (9216)
Amending stock centre drop-down within the stock adjustment batch traceability window is not amending the batch data to match the relevant stock centre


Cancel Button (9218)
Selecting cancel within the batch branch transfer window is still transferring the stock


Stock Movement Batch Data (9421)
Stock transfer for a code item is not displaying the associated batch data within stock movement


Quantity Amendment For Batch Item (9736)
Incorrect quantity value is being amended for a batch item within stock transfer


Batch Transfer Between Stock Centres (9366)
Batch quantities are not amending when transferring stock from one stock centre to a separate stock centre


Barcode Reader (9221)
Stock transfer barcode reader does not select relevant code within the results grid

Libraries

Supplier Data (9362)
Unable to update supplier data within libraries


Predefined Discount Entry Multi-Site (9577)
Cannot add predefined discount entries for the same code across multiple sites


Appointment Reasons (9048)
Appointment reasons site filter is retained when amended but the data relates to the logged in site


Letter Paragraph Exception (8844)
An exception occurs when selecting a letter paragraph for a newly created reminder type


Unexpected Error Updating (7033)
An unexpected error occurs when amending stored library data


Supplier (9362)
An incorrect alert displays stating ‘supplier already exists’ when amending the supplier discount value, restricting value amendments


Treatment Type Flags (8216)
The treatment type flags which can be set within the libraries module are now linked with the new code entry module

Reception

Patient Details Exception (8698)
An exception occurs whilst attempting to load patient details. This relates to blank description fields for patient categories


Inactive Reminders (9259)
Inactive reminders still flag some patients with the ‘reminder overdue’ status


Default Discount Category (9293)
The setting Default Discount Category when set will auto populate the Discount Category on registration of clients or patients.


Wording Amendment (9407)
Wording amendment required for information line that is recorded within client additional information when generating letters via the Report Wizard module


Inactive Reminders (9259)
Inactive reminders still flag the patient as reminder overdue


Last Visited Date (9335)
Deleting treatment items is not resetting the last visited date

Batch Traceability

Batch Linked With Prescriptions (9405)
Batch stock levels are amended by prescription treatments


Batch & Stock Centres (9415)
Batch stock levels are not returned to the selected stock centre


Treatment Label & Linked Batch Stock Levels (9886)
Editing a label and changing the quantity is not updating the batch stock levels or standard stock levels


Show All (9263)
Newly created batch numbers are not showing unless the user selects ‘show all’


Current Date (9117)
Batch numbers with current date expiration date values are incorrectly displaying as expired


Batch Stock Levels (9405)
Batch stock levels are incorrectly adjusted when processing a prescription treatment

Clinical Note

Exception When Editing (9855)
Error generated when editing clinical notes for a second time


Data Moved To The Clinical Code Field (9869)
Editing and saving old clinical notes is incorrectly amending all history/examination/diagnosis/plan entries to the clinical code field


Accounting Period Edit (9870)
The accounting period is ignored for first clinical note edit, causing an exception to then occur on the subsequent loading


Short Text (9212)
A short text abbreviation stored within clinical notes is incorrectly being inserted if the short text letters make up part of a word

Labs

Communication Config Data Reset (9917)
Amended data fields within communication config functionality for Idexx Interlink within the general lab are incorrectly resetting when logging out and then back in


Client Category Drop-Down (9540)
The client category drop-down list is not displaying any data within the general lab analyser screen


Lab Deletion (9562)
An exception occurs when deleting any lab requests or lab categories

Reminders

Hcp Reminder Items (9408)
Patient reminders are not reinitiating correctly when attached to health plan treatments


Re-Initiate Reminders (9920)
Re-initiate reminders are causing duplicate animal ID and recall type ID records to become active


Inactive Clients (9398)
Reinitiate reminders is marking certain clients as inactive

Reporting

Health Care Sales By Surgeon (9192)
A treatment type filter has been added to the report ‘health care sales by surgeon’, along with description search fields


Statement Direct Debit Payments Health Plan (9190)
An exception occurs whilst generating the report ‘statement direct debit payment health plan’


Health Care Sales By Client Report (9400)
Health Care Sales by Client report is causing an exception to occur

Treatment

Removed Setting (9160)
It is no longer possible to Hide the Prescribed By option from labels.


Estimates (9024)
Saving to estimates from the draft screen will now warn you when saving for more than 1 patient that more than 1 estimate is being created.


Treatment Date Alert (6101)
A treatment date alert is now displayed when the setting “Treatment Date is booking date” is enabled but the setting cannot be used due to accounting period restrictions.

Appointment

Transfer Treatment Linked To Diary Appointment (9440)
Transferring a treatment should not transfer the associated appointment


Appointment Label Text (9307)
Appointment label text is overlapping the next line


Clearing Memo Data (9387)
Clearing memo data before entering new text is not storing the new entry

Labs Internal

General Lab Exception (9239)
An exception occurs restricting access to any separate module when navigating to the general lab module


General Lab Analyser (9540)
The client category drop-down list does not generate any data


Deleting Lab Requests Or Categories (9562)
An exception occurs when attempting to delete any lab request or lab category that is associated to an active lab result

Branch Transfer

Batch Transfer (9329)
Branch transfer is not transferring the batch stock level


Transferring Batch Stock Levels (9329)
Batch stock levels are not transferred along with the linked treatment item quantity when transferring stock via the branch transfer functionality

Vet XML

E-Claim History (9474)
VetXML e-claim history is not sending


Microchip Exception (9306)
Microchip records for clients without a first name recorded are not showing the correct message when sending to VetEnvoy


Special Characters (9457)
Special characters are not being handled for VetXML claims

Compliance Reminders

Automatic Schedule List (9302)
Compliance reminder automatic schedule list exception occurs for single site users


Single Site User (9302)
A single site access user receives an exception when attempting to open the compliance reminder automatic schedule list

Prescription

Return To Stock (9404)
Prescription treatment items are returned to stock from history


Prescribed Prescription Items (9608)
Prescribed by for prescription items is looking at dispensed by, rather than prescribed by

Global Price Update

Retail Pricing (9878)
Global price update is not working for retail prices


Data Retained (8827)
Previously added data filters are retained within the global price update functionality

Labs External

Requisition Id (9320)
External lab requests and results for patients without requisition ID’s are missing within the patient lab

Patient

Newly Created Patient Categories (8812)
Newly created patient categories only display unknown as a selectable species type despite additional types being assigned to the new category

Patient Reminders

Export To Csv Column Data (6874)
Additional column headers & associated data have been added to the patient reminders export to CSV file

Pre-Invoice

Patient Name (8129)
The pre-invoice report does not collect the patient name data

Price List

Treatment Categories (8878)
Treatment categories stored with blank description values display as blank within the associated drop-down filter

Report Wizard

Export To Csv Exception (9532)
An exception occurs when exporting data to CSV within the Report Wizard

Settings

Appointment Length Value (9871)
Amending the stored value for the settings field ‘appointment length’ within the diary tab is causing an exception to occur

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