On Premise Release Notes

2.6 - December 2016

New Features

This release contains the following new features which will be covered in more detail in sections below:
1) Add to Day List - Treatment Prompt
2) Direct Debit Integration for Health Care Plan
3) VetXML Maintenance Screens
4) Buying Group Discount Import
5) Health Care Plan Reports
6) Health Care Plan - Benefits Information
7) Health Care Plan - Renewals Processing


Bugs and Enhancements

Intro to bugs and enhancements ...

Full details below the New Features.


Click Here to Jump to Fixed Bugs
Click Here to Jump to Known Issues
Add to Day List - Treatment Prompt

Three options have been included into the system to allow the user to create an appointment for a patient and send them directly to the card list
1. Send to functionality located within task bar at the top of the program

2. Send to automatic prompt assigned to code entry items. A panel has been included within code entry to assign a treatment item with specific specialist surgeon Daylists, including card. When treating with the flagged item, a surgeon drop-down prompt will display for the specified Daylist, followed by an appointment window. Once the appointment is saved, the patient is sent to the assigned Daylist

3. Adding an appointment directly into the diary module for the specified surgeon

Direct Debit Integration for Health Care Plan

Direct Debit Integration allows direct management of direct debits provided by Vet Space through the Practice Management System. This allows functionality such as automatic suspension on failed payments and direct debit renewals

Click Here to Download the New Feature Document

VetXML Maintenance Screens

The VetXML maintenance window has now been implemented into Voyager without the need of an additional software installation.
For the documentation please select the required link below.

Click Here to Download the Chip Document

Click Here to Download the eClaims Document

Click Here to Download the Lab Document

Buying Group Discount Import

This feature provides the ability to import a CSV file which contains the Net-Net and Net-Net-Net discount percentage as provided by your buying group.

Combine this functionality with “Use Cost” to provide lower starting costs to mark up from.

Click Here to Download the New Feature Document

Health Care Plan - Renewals Processing

Health Plan Renewals is an Admin tool for Health plans that allows you to set what happens at the end of a Client’s HCP.

If you missed the previous new feature documentation, click the buttons below to download.

If you missed the previous 3 documents regarding Health Care Plan they are available below

Part 1 – HCP Setup

Part 2- Using HCP

Part 3 – HCP Accounts

For documentation on Renewals see below

Part 4 - Renewals - New Feature Documentation

Health Care Plan Reports & Benefit Information

‘Benefits of plan’ has been added to the health care tab within the treatment module. This includes the values for discount gained on core plan items & discount gained on additional items sold via plan

A new report ‘Health Care Sales by Surgeon – Treatment Type’ has been implemented, several reports have been updated to work with Treatment Group plans and indicate if used only for older code based plans.

Click Here to Download the New Feature Document

Bugs fixed in Patch 3 (2.6-31)

Code Entry

System performance (3463)
A user active within the code entry module is causing system performance issues for a separate user that is using the Reception module

Patient Reminders

Re-initiate (3441)
Re-initiating reminders is causing duplicate records to become active

Pre-Invoice

Deletion error (3477)
Deleting multiple pre-invoice records is causing an exception to occur

Bugs fixed in Patch 2 (2.6-29)

Code Entry

Newly created codes (3024)
Newly created code entry items are not populating the results grid automatically.

Debtors

No statement clients (3409)
Clients marked with ‘no statements’ within client additional information are generating a zero-balance statement within the debtors module

Diary

Refresh (3427)
Maintenance has been completed on diary refreshing

Report Wizard

Missing treatments (3375)
Treatment items added at 23:59:59 are not being included within same day reporting for the report wizard module.

Health Care Plan

Fast track patient (3361)
Health care discounts are not adhering to the fast track patient selection.

Treatment Area

Barcode ID’s (3407)
Barcode ID’s added within the wholesale module are not linking correctly within barcode ID’s stored within the treatment module.

Bugs fixed in Patch 1 (2.6-22)

Daily Sales

Daily balance total (3327)
The daily balance total is collecting the receipts column field value

Diary

Refresh Performance (3247)
A change to the application for how the diary refresh is implemented has resulted in better performance across the system.

Health Care Plan

Discount calculation for multiple instances of the same treatment group (3331)
Maintenance has been completed on the way that the new health care plan handles multiple instances of the same health care group. This will now use the view order assigned to the health care group

Invoicing

Create Monthly Accounts Exception (3266)
An exception occurs when printing monthly invoices within the finance menu

Labs Internal

Unable to delete (3260)
An exception occurs when deleting any lab request or lab category

Libraries

Add vouchers (3262)
Unable to add predefined discount entry for same code across multiple sites

Bugs Fixed (click to expand)

Charity

Vat Summarised In Net Value (2935)
When processing a charity payment for account items with VAT applied, the VAT is incorrectly included in the net value

Appointment

Surname Returns All Records (1226)
Hitting ‘enter’ within the surname field for a new appointment window is returning all client records

Archive

Print Exception (1734)
An exception occurs when printing from the archive tab within the treatment module

Clinical Note

Treat Date As Booking Date (2424)
The default ‘treat date as booking date’ does not function for clinical notes

Defaults

Daily Sales Include Write Offs (1924)
The default ‘daily sales include write off’s is not working correctly. Whether the default is ticked or unticked, the write off record will still display

Code Entry/ Treatment Area

Sell As Whole Pack For Quantity Of 1 (2938)
Selling a whole pack treatment item with the quantity per pack set to one, is destocking an incorrect value

Help

About Section (1697)
The about section has been amended from ‘Vet Space’ to ‘Voyager’

Early Settlement Discount

Selection Of Date (1293)
Unable to select dates within the early settlement calendar

Document Management

Prescription Document Change (2607)
Changes to a prescription document are not saving during first edition of the template

Accounts

Nine-Digit Invoice Numbers (2545)
Nine-digit invoice numbers only print as eight digits


Repeat Prescription Deletion (2086)
Deleting a repeat prescription item within accounts is causing an exception to occur


Invoice Date Only To Be After Consolidation Date And Allow Item Dates To Be In Any Range (2423)
Changing an invoice date outside of the accounting period is not being restricted when the default ‘Invoice date only to be after consolidation date and allow item dates to be in any range’ is switched on


Partial Crediting (1972)
A rounding issue occurs when partially crediting a treatment item


Monetary Value Deletion (1160)
Entered monetary values cannot be deleted, only overwritten


Refund Line Item (1573)
The associated refund line item for returned to stock treatments is incorrectly retained when the treatment item is deleted


Multiple Return Money Records (1714)
Deleting multiple returned money records is causing a system error to occur


Delete Reminder Refund Line (2606)
Deleting a refund line for a returned reminder stock item is not re-activating the patient reminder


Delete Refund Line For Destock Only Child Item (2678)
Deleting the refund line for a destock only child item within a composite is not prompting the system to re-destock the item


Return Money For Negative Balance (2617)
Returning money for a negative account balance is causing an exception to occur


Re-Initiate Reminders For Credited Items (2602)
Re-initiating reminders is incorrectly re-activating credited/returned to stock treatment items


All Sites (2360)
The all sites accounting period line can be deleted


Discount Item Within A Composite (2778)
Child discount treatment codes within a composite are not allocating correctly when a treatment item is marked as ‘no charge’


Change Invoice Date/Modified Date (2742)
Changing the invoice date within the accounts module is also amending the modified date


Partially Discounted Items (1862)
Unable to re-allocate payments for partially discounted items


Re-Allocate Payments Exception (2540)
Selecting ‘no’ within the re-allocate payments window is causing an exception to occur


Unallocate Items (1872)
Unallocate items functionality is now available with or without the re-allocate payments button


Predefined Discount Entry (1045)
The predefined discount entry cost value stored within libraries is incorrectly being amended when applied within the accounts module


Surcharges (2706)
Surcharges do not apply for paid/discounted items


Multiple Discount Percentages (2716)
Applying multiple discount percentages against a singular treatment item is causing a rounding issue to occur


Print Invoice For Paid Items (1570)
Unable to print invoices for paid treatment items


Statement Range Report (2785)
The account statement using the date range report is displaying an incorrect balance brought forward


Write Off Calculation Amendment (2687)
The write off functionality within accounts now calculates from the gross value, rather than the net value when VAT is amended


Part Paid Invoice Items (2920)
Unable to print invoices for partially paid invoice items


Refund Line For Discounted Item (1731)
The refund line for a discounted treatment item is not deleted when the discount is removed

Reporting

Category Summary By Invoice Date & Treatment Area Summary By Invoice Date (2947)
Incorrect turnover values are showing between the category summary by invoice date report & the treatment area summary by invoice date


Stock Usage Report (1886)
The stock usage report is showing the quantity as zero for items which are one hundred percent discounted


Average Transaction Report (1594)
An exception occurs when printing the average transaction report


Report Wizard Microchipped (2090)
Generating a report for microchipped ‘Yes’ is including non-microchip data


Header Record Delimiters (2503)
A header record delimiters prompt displays when attempting to print letters from within the report wizard


None Active Patients (2784)
Clients with no patient records are being included in the none active patients report


Stock Movement Report (2856)
The stock movement report is displaying duplicate records


Treatment Type Summary By Invoice Date (2432)
Printing the report ‘treatment type summary by invoice date’ is causing a system performance issue

Treatment Area

Treatment Discount (1801)
Editing a treatment with an associated treatment discount code item is causing the discount value to zero


Overwrite Rounding (1919)
The net value for an overwrite price treatment item is not rounding correctly when the VAT is zeroed


Minimum Charge Vat (2118)
The minimum charge net value is amending with the VAT


Hcp To Draft (2112)
An exception occurs whilst adding a health care discounted item to draft


Euthanised Patient (2122)
Selecting a euthanised patient within the patients’ tab is navigating the user to the selected patients history, regardless of prompt button option


Make Appointment (2123)
Make appointment is focusing on the fast track patient, rather than the current patient


New Codes Fast Track (1735)
Newly created codes are not automatically collected within the treatment module fast track


Credited/Returned To Stock (2619)
Treatment items which have been credited/returned to stock can still be edited within treatment history


Accounting Period Exception (2802)
An exception occurs whilst attempting to save a backdated treatment item outside of the accounting period to treatment history


Top Item Retained (2529)
When searching & clearing within the fast track, the item at the top of the fast track list is retained for all clients


Minimum Charge Net (1642)
The minimum charge net value is recalculating to match the gross value when the VAT is amended


Site Set Vat Value (1632)
When editing a manual treatment item within draft, the adjusted VAT value will default back to the site set VAT value within system sites


Fast Track Hcp Access (2165)
Amending the patient within the treatment fast track is incorrectly loading the fast track patients’ health care plan details


Clinical Date (2584)
The clinical note date field defaults to the current fast track time & date when edited


Product Alert (1018)
The product alert does not display if the item is repeated/added to draft from the treatment history


No Cost Associated Client (2608)
Unable to save treatment item with no cost to pre-invoice or history for an associated client


Treatment Type Hidden (2795)
Hidden treatment type items are still displaying within the treatment module


Stock Centre Prompt (2082)
The stock centre prompt is incorrectly displaying when a treatment history item has its description amended. Subsequently, stock is returned


Delete Attached Vetxml Document (2538)
Attempting to delete an attached document to a VetXML claim is causing an exception to occur


Set Appointment As Treated Fast Track (2722)
The set appointment prompt displays for the loaded patient, despite the treatment being applied for a separate patient via the fast track


Editing A Hidden Treatment Type Item (2818)
An exception occurs whilst editing a hidden treatment type item within draft, pre-invoice & history


Sell As Whole Pack Exclude Dispensing Fee (1870)
Selecting repeat for today/add to draft/reprint label and dispense for a sell as whole pack excluding dispensing fee treatment item is adding to the draft with the dispensing fee included

Compliance Reminders

Sell As Whole Pack Quantity (1650)
Compliance reminder records are duplicating by the sell as whole pack quantity. Therefore, if the sell as whole pack quantity is 10, it is creating 100 compliance records, rather than 10


Edit/Delete Automatic Schedule List (1670)
An exception occurs when editing or deleting an existing automatic schedule list within compliance reminders


Quantity Per Pack/Number Dispensed (1954)
Compliance reminder records are generated upon quantity per pack, rather than the number dispensed


Treatment Transfer (1666)
Using the treatment transfer functionality within treatment history for a compliance reminder record is transferring the treatment but it is not transferring the reminder instance


Breeds Filter (1672)
The breeds filter within the compliance reminder module is not filtering according to the species filter


Additional Information Flags (1791)
The compliance reminder module does not send SMS or email reminders to a client if the opposite restriction flag has been ticked within the clients’ additional information. No email flag restricts SMS’s & no SMS flag restricts emails


Template With Duplicate Name (1793)
Saving a new compliance reminder email template with the same name as an existing template causes the template to disappear


Preview Template (1786)
Unable to preview a compliance reminder template created by a separate user

Code Entry

Results Column (2929)
The left hand side results column for code items is not updating when values are edited within code details


Attach Document Reminder Required Exception (1635)
An exception occurs when applying the attach document flag to a code entry item with reminder required also ticked


Delete Assigned Attached Document (1636)
Deleting a code entry template that is assigned to a code entry item with the flag ‘attach document’ is causing an exception to occur


Reprint Label & Dispense For Whole Pack (2656)
Reprint label & dispense treatment item flagged with ‘sell as whole pack’ is destocking an individual quantity, rather than the whole pack quantity


Code Grid View Rounding (2490)
The code grid view panel is calculating from the rounding value, whilst code entry maintenance calculates from the rounded net value


Prevent Hide (2826)
An exception occurs when ticking the ‘prevent hide’ functionality

Debtors

No Statements Flag (2388)
Debtors clients with the flag ‘no statements’ set within client additional information are receiving separate debtors invoice data


Statements & Invoicing Options Null (1704)
A singular null invoice is generated within debtors when generating invoices


Publishing Debtor Template (1774)
Publishing a newly created debtors template is not publishing the template to all users


Do Not Send Any Email (1779)
The email from debtors’ functionality ignores the ‘do not send ANY email’ flag within the clients’ additional information tab


Summary Statement With Invoices (2384)
An exception occurs when printing a summary statement with invoices within the debtors’ module

Health Care Plan

Hcp Balance (1298)
The health care balance within HCP accounts is not matching the balance within the HCP treatments tab


Additional Discount Applied (1852)
Increasing a HCP items quantity within treatment history is incorrectly applying additional HCP discount above the allowance amount


Hcp Discounts In Estimates (1856)
Health care discounted treatment items can be added continuously from the estimates module, ignoring the allowance rule


Amending Vat Value (1851)
Amending the VAT value for a health care associated treatment item is causing the HCP discount to zero


Editing Hcp For Ended Plans (1854)
Editing a stored treatment history HCP treatment item for an ended plan is causing the stored discount to zero

Wholesale

Batch Download Dunlops (1353)
Batch download for dunlops is not increasing the stock level for specific treatment items


Branch Transfer Sorting (1388)
Sorting by column headers within the branch transfer tab is assigning stock to an incorrect adjacent code


Sorting For Barcodes (1024)
Sorting by column headers within the barcodes tab & then selecting refresh is repopulating the data in an incorrect order


Centaur Tote Scan (1918)
When scanning a tote sheet for a centaur order, the real remaining quantity is not amending to the correct quantity value


Tote Scan All Multiple Orders (1693)
Scanning multiple barcodes is incorrectly creating multiple orders, rather than the singular order that they are assigned to

Patient

Date Of Birth (1945)
The date of birth is calculating multiple options for the same date when using the ‘enter age’ functionality


Category & Gender (2561)
Amending the patient category is removing the patient’s gender. This has now been amended to retain the gender if the amended patient category includes the same species. Genders are defined by species


Patient Reminder Letters (1781)
Reminder letters processed within the reminders module are not populating within the patient reminder letters tab


Colour Is Not In The Database (867)
The prompt ‘colour is not in the database’ is showing for stored colours


Colour Is Not In The Database Exception (2368)
Selecting Yes to the prompt ‘colour is not in the database’ is causing an exception to occur for stored colours

Libraries

Treatment Area (1732)
An exception occurs when adding a new treatment area


Reassign Treatment Area (1733)
An exception occurs when attempting to delete a reassigned treatment area


Appointment Reasons Empty (2788)
Unable to add a new appointment reason when lost is empty

Hospital List

Site All Memo (1693)
An exception occurs when attempting to add a memo to a record with sites set to ‘All’


Export To Csv (1753)
Maintenance has been completed for all columns to collect the relevant data


Show Discharged (2576)
Show discharged lists all discharged patients. This has been amended to only show the selected date

Reception

Registration Date (2463)
Modifying pre-existing client records is setting the registration date to the current date


All Patients (2389)
Creating a client, modifying a patient & then cancelling the process is causing the patient grid to load all patients within the program


Patient Display (2819)
Adding a new patient is not displaying the patient immediately

Security

Permission Apply Expired Early Settlement Discount (2197)
The permission ‘apply expired early settlement discount’ has now been implemented successfully


Permission Accounts – Payments (2202)
The permission accounts – payments have now been applied against HCP payments. Therefore, if the permission is removed from the user actions folder, payments within the health care module will be disabled


Switch User (2108)
Maintenance has been completed on the switch user functionality relating to switching between restricted & full access users

Daily Cash

Print (2527)
Unable to print daily cash report


Selects All (2426)
The daily cash module selects all records upon first load before filtering results, which results in a performance issue


Restricted User (1073)
Daily cash printable documentation prints data for all sites, despite user restriction to specific site

Daily Sales

Outstanding Daily Debt Report (1730)
Values included for specific clients collected within the outstanding daily debt report are incorrect


Restricted User (1074)
Daily sales printable documentation prints data for all sites, despite user restriction to specific site


Initials (1909)
Initials data is not being collected within the daily sales module. The initials are also missing when exporting

Associated Clients

Split On Invoice (1638)
The invoice split between associated clients is not tallying equally


Vat Amendment (2726)
The VAT percentage is incorrectly amending when a treatment item is edited in either pre-invoice or history

Diary

Sms Scheduler (2273)
The SMS scheduler is not collecting the relevant data


Multiple Slot Appointment (2696)
An exception occurs when selecting the bottom cell of a multiple slot appointment

Discounts

Early Settlement Discount Allocation (2119)
Early settlement discounts processed within debtors are remaining unallocated within the accounts module


Client Discounts & Accounts Overpayment (1644)
Two users processing the client discounts whilst also applying an account overpayment is causing a system performance issue to occur

Tree

Accounts (1680)
The tree accounts option is retaining the previously selected clients accounting data


Defaults (1682)
Defaults within the tree opened blank. Defaults can now only be accessed via utilities

Stock centres

Stock Movement To Slave Stock Centre (1785)
Moving stock from one site to a separate sites slave stock centre is causing an exception to occur


Amending Stock Centre (1888)
Amending the stock centre for an item saved to treatment history is not amending the stock movement

Invoicing

Print Invoice Debtors & Treatment (1675)
An exception occurs when printing invoices from the debtors & treatment modules


Invoicing Options (2563)
The invoicing options feature experiences a system performance error whilst printing

Patient Reminders

Export To Csv (2751)
Reminder success rate export to CSV is causing an exception to occur


Print Labels (2588)
Print labels is not adhering to set filters within the reminders module & is printing for all reminder records

Pre-Invoice

Re-Initiate Reminders (2068)
Re-initiate reminders does not take effect within pre-invoice


Compliance Reminder (1621)
Saving a compliance reminder treatment to pre-invoice is causing an exception to occur

Price List

Print All (1592)
An exception occurs when printing for all stock & non stock


Price Per Pack (1739)
The price per pack column is displaying the net value, rather than the gross cost

Labs Internal

Exception (2469)
An exception occurs when processing a lab request

Login

Disclaimer (1950)
Maintenance has been completed on the wording of the login screen disclaimer

Surgeon List

Surgeon/Sites Drop-Down (2330)
The site drop-down within surgeon/sites does not amend the relevant data

Known Issues (click to expand)
‘Invoice date only to be after consolidation date and allow item dates to be in any range’ (2709)
Unable to edit an item in draft with an item date outside of the accounting period, when the default ‘Invoice date only to be after consolidation date and allow item dates to be in any range’ is ticked

Accounting period (2708)
The accounting period is looking at item date, rather than the invoice date

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