On Premise Release Notes


2.7- March 2017

New Features

This release contains the following new features which will be covered in more detail in sections below:
1) Appointment Scheduler Update
2) Add Weight from Waiting List
3) Client Detail Checker
4) SMS and Email Communications
5) Compliance Reminders Improvements
6) Drag and Drop Document Management
7) Email Improvements
8) Follow Up Appointment Module
9) Health Care Plan - Enhancements
10) Referral Improvements
11) Reminder Improvements
12) Reminder Scheduler
13) VetXML Lab Notification


Click Here to Jump to Fixed Bugs
Click Here to Jump to Known Issues

Please Note, that the by Product view of "Type" reminders has been removed from this version, the reminder module contains By Type, Compliance Reminders and Appointment Reminders.

The minimum version of Java for Voyager is now Java 7, you may need to install the latest Java version on your machines to continue normal operation.

The previous minimum version of Java was Java 6.
Appointment Scheduler Update

Appointment reminders have been relocated from the diary to the reminders module. The module has been enhanced to match the simpler design and functionality implemented into the compliance reminder module.

Appointment Reminders can now also send email reminders.

Download the New Feature Document here

Add Weight from Waiting List

An add weight option has been added to the waiting list.
This is available via right click or an add weight button.

Download the New Feature Document here

Client Detail Checker

It is now possible to be prompted to check the client details when the client is selected.
This new workflow allows prompts the user at a set interval, the feature needs to be enabled before it will become functional.

Download the New Feature Document here

SMS and Email Communications

Client email & SMS content is now stored within the client communication tab.
1. SMS sent content via double click
2. Sent Email contents
3. Email contents via double click
4. Email attachments via double click
5. Module communication is sent from is noted

Download the New Feature Document here

Compliance Reminders Improvements

Compliance Reminders have been improved with some new logic to improve the client’ experience.

Download the New Feature Document here

Drag and Drop Document Management

It is now possible to drag and drop files from your folder direct to the history of the patient.

Download the New Feature Document here

Email Improvements

Improvements to the email functionality within the system including Contact Lists and automatic conversion of word documents to PDF.

Download the New Feature Document here

Follow Up Appointment Module

The follow up appointment functionality has been added to the system to assist in creating the next follow-up appointment for the visiting client/patient.
This functionality can be enforced or can be an optional requirement and is to improve return footfall.

Follow Up Appointment – Using the Module

Follow Up Appointment - Setup

Health Care Plan - Enhancements

Various Improvements to Health Care Plan useability and configuration has been added to assist Administrator and users alike, please see the documentation for full details.

Download the New Feature Document here

Referral Improvements

A few improvements have been made to make the referral module more accessible and improve information access.

Download the New Feature Document here

Reminder Improvements

How reminders are presented in the patients summary has changed, this is to make the information easier to understand without indepth understanding of all products in the market.

Download the New Feature Document here

Reminder Scheduler

Patient Reminders now has an automatic scheduler for sending reminders by Email and SMS.
The print options for reminders has also been updated to allow for better control of who gets printed reminders when SMS and/or email options exist.

Download the New Feature Document here

VetXML Lab Notification

When a Lab result is received through the VetXML interface you can now be informed through internal messaging, see documentation for details.

Download the New Feature Document here

System Maintenance (click to expand)

SMS

Sms Default Tab (1481)
The SMS default tab has been restored after maintenance

Reporting

Reports (2763)
The following reports have been removed.
1. Statistical > Patient Health Score.
2. Sales > Treatment Split – 1/3 Drugs and 2/3 Fees

Libraries

Free Text Capabilities (1616)
Free text capabilities for library options species, breed and towns have been removed. New data for the libraries can only be created within the libraries module

Debtors

Performance (2537)
Debtors performance reviewed & improved

Weight

Delete All Recorded Weights (3397)
‘Do you wish to delete all recorded weights for this patient, or revert to the previous recorded weight?’ functionality has been removed

Treatment Area

Mileage Surcharge (2451)
Mileage surcharge has been removed from the system


Performance (3365)
Treatment history performance reviewed & enhanced


Barcode Assignment (2217)
The ability to assign barcodes to treatment items within the treatment module has been removed. This functionality is handled within code entry

Known Issues (click to expand)
Health Care Plan (3495)
Health care composite items are not adhering to the allowance rule & are applying additional discounts to all children items with the HCP group set within code entry.
It is advised not to include the parent composite in health care plans.

Health Care Plan (3698)
Joining a new plan, then returning to the previous plan, is not reducing the HCP allowance, instead it is applying the cost to the ended plan.

Wholesale (3528)
Return item for a wholesale order item with associated batch data is causing an exception to occur & does not adjust batch stock levels

Bugs Fixed Patch 2 [2.7-26] (Click to Expand)

General

Voyager Icon (3697)
The Voyager icon for desktop & software has been updated

Composite

No Destock (3711)
No destock items are returned to stock when deleted/credited

Client Details Check

Details Check Form (3706)
Details check form only includes client name on first animal form

Accounts

Allow Discount Paid Items (3709)
Unticking the default ‘allow discount paid items’ is causing negative or zero balance values to be returned to an account


Delete Stock (3721)
Delete stock item from the accounts module does not prompt the user to return item(s) to stock

Treatment Area

Discounts (3702)
Discount net & VAT values are calculating differently from the treatment item


Edit No Destock Items (3722)
No destock items are returned to stock when edited in history/pre-invoice

Health Care Plan

Write Off (3680)
Write off VAT is not collected or displayed


Receipt (3676)
HCP payment receipt is printing the main accounts receipt balance & data


Direct Debit Import (3684)
Consecutive uploads of a HCP direct debit import file, which includes a returned payment record is adding the return value as a payment value

Bugs Fixed Patch 1 [2.7-17] (Click to Expand)

Appointment Reminders

Appointment Date Merge Field (3609)
AppointmentDate merge field is not collecting the relevant data when emailed


Start Date With No Second Merge Field (3621)
StartDateWithNoSecond merge field has not been included within the new module


Appointment Date & Product Description (3608)
All communication sent within the appointment reminders module & the compliance reminders module are including the appointment date & product description of the last item

Reporting

Month End (3568)
Category Summary By Item Date & Category Summary By Invoice Date reports do not generate after a subsequent amount of time


Payment Analysis (3566)
The payment analysis reports are not returning the relevant data


Unallocated Payments (3562)
The unallocated payments reports are not returning the relevant data

Libraries

Report Mapping (3551)
Report mapping templates are returning no valid records, causing an exception to occur


Appointment Reasons (3629)
Unable to delete appointment reasons

Accounts

Change Invoice Date (3619)
Change invoice date is amending the item date to match the modified date


Charity Balance Payment (3611)
An exception occurs when processing a balance payment on a charity account

Health Care Plan

Direct Debit Import (3505)
Payments are displaying as failed. However, records are being inserted into the database


Duplicate Imports (3482)
Duplicate imports of the same CSV file are possible. This should be restricted

Hospital

Durations (3532)
Hospital duration values are ignored & set to zero


Appointment

Appointment Summary (3187)
The appointment summary is not displaying the selected surgeons name

Associated Clients

Delete From Pre-Invoice (3550)
Deleting treatment items from within the pre-invoice module for an associated client causes an exception to occur, which causes system instability

Consent

Numeric Merge Fields (3531)
All numeric merge fields displaying as four decimal places

Wholesale

Add Search (3628)
Wholesale add search description field causes an exception to occur when entering data

Email

Double Cursor (3547)
Duplicate cursor focuses occur within the email window

Diary

Multiple Notes (3491)
Performance issues occur when copying & pasting multiple diary notes

Bugs Fixed (click to expand)

Clinical Note

Edit Clinical (3030)
Edit a clinical note with a future date sets it to the current date

Patient Reminders

No Letter (3246)
Clients marked with ‘no letter’ will not show their reminders within the report wizard

Global Price Update

Historic Overwrite (3444)
Amended overwrite values in code entry/global price updates are amending historic items within the treatment module

Code Entry

Net-Net (3374)
Net-net is not displaying the calculated value


Price Deviation (2775)
Changing Price deviations at a site is not enabling the save button

Stock Control

Stock Movement (3093)
Stock transfer is not displaying the transferred batch data within the stock movement functionality


Branch Transfer (2921)
Selecting cancel within the batch branch transfer window is still transferring the stock

Patient

Associated Client (2694)
Exception occurs when deleting an associated client


Farm Animal Insurance (3090)
Farm animal states that insurance is a mandatory requirement, despite the default ‘mandatory patient insurance’ being unticked

Treatment Label

Treatment Label (2520)
‘<' or '>‘ signs are not showing on treatment labels when printed

Treatment Transfer

Transfer Treatment Balance (2943)
Transferring treatments is not refreshing the accounts balance

Day list

Opposite Action (1751)
Card list opposite action icon missing when reverting a process

Libraries

Reminder Type All (3169)
Libraries reminder type cannot be saved as all


Treatment Types (3071)
Newly created treatment types are setting the dispensing note as none when created

Login

Login History (1890)
Login history data is not collected


Username With Space (1159)
Username with a space after the credentials is allowing successful login but restricts data from being loaded

Estimate

Core Category (3053)
Core category health care items saved to estimate become non-core hcp items when saved to history


Batch Sites (3421)
Estimate saved with batches at another site are applying incorrect batch site data


Commencing Date (3171)
Commencing date does not adjust to the current date when saving from estimates

Compliance Reminders

Mandatory Description (2662)
Description in compliance reminders should not be mandatory

Enterprise Reports

Merge Field Data Collection (3091)
Report wizard is not collecting all relevant merge field data relating to first opinion

Appointment Reminders

Merge Field (3480)
The ${AppointmentDate} merge field is missing in the appointment reminders module

Security

Site Default Values (2978)
Unable to set site default values


Edit Batch Permission (2352)
User without the edit batch permission can edit batch data


Default Site (2221)
Security with the default site set to all is not returning any data

Reporting

Sales By Code Description (3329)
The sales by code description report is only showing stock items


Sales By Client (3070)
Health care sales by client is causing an exception to occur


Surgeon List (2702)
The surgeon list within the report wizard is limited to the logged in sites surgeon list, rather than the users’ applicable sites surgeon lists


Individual Treatment Id’S (2704)
The report wizard is not picking up individual treatment ID’s when multiple treatments of the same item are treated at the same time

Appointment

Transfer Appointment (3113)
Transferring a treatment should not transfer the associated appointment


Future Appointments (3340)
Deleting future appointments is causing an exception error to occur


Operations (2339)
Operation appointments are overlapping timeslots, causing separate appointments to become hidden

Wholesale

Duplicate Batch Restrictions (3039)
Duplicate batch numbers are not restricted when using add barcode within wholesale view order


Tote Scan Receive Stock (3044)
Tote scanning an order is not receiving the stock


Unabandon Item (3038)
Unabandon item functionality is not functioning


Import Order (3023)
Importing an order is printing a blank document


Price Per Pack Barcode (2505)
The price per pack value is rounding incorrectly within the barcode details window

Reception

Pop-Up Note (2980)
Pop-up note is restricting access to client right click options


Inactive Reminders (2952)
Inactive reminders still flag the patient as reminder overdue


Mobile Category (2940)
The mobile category set default is reverting to the ‘mob personal’ when saving/loading clients


Advanced Search (2500)
Advanced search clear option is not clearing the treatment field


Amending Client Category (1736)
Amending a newly created clients’ category causes the accounts balance to display as 0.00


Last Visited Date (3209)
Deleting treatment items is not resetting the last visited date

Diary

Duration (3064)
Editing an adjusted duration appointment is amending the set duration value to match the appointment reason value


Jump To The Top (3067)
Cut/copy & paste is causing the diary day view to jump to the top of the availability for all surgeons


Cannot Create Booking (2989)
Cannot create booking, the patient has been euthanised alert is displaying when sending a patient to the cremation list


Midnight (2868)
Appointment time will not span to midnight.


Prescription Reason (2315)
Repeat prescription reason is maintained for separate patient

Health Care Plan

Future Join Date (3383)
Health care plan with a future join date still applies discount


Write Off (3166)
Write off for a HCP credit account is increasing the negative value, rather than zeroing it


Hcp Payment After Join (3126)
Processing a HCP payment straight after joining a plan is not adding the payment to the HCP accounts


Hcp Payment Exception (3072)
HCP payment exception occurs


All Species (3043)
Creating a health care plan with species set to all causes an exception to occur


No Species (2875)
No species plans are replacing the species drop-down with separate plans species selections


Default Drop-Down (2841)
HCP accounts drop-down does not default to the active plan


Delete Hcp Group (1287)
Cannot delete HCP group when assigned to a plan


Till (3461)
Till does not trigger when returning money from HCP


Crediting Non-Core Items (3136)
Crediting non-core items does not amend the discount gained on additional items sold via health plan


Credit Hcp Item (3130)
Crediting HCP treatments does not reset the allowance


Hcp Balance With Credit (2890)
Standard cost items are being applied to the health care accounts balance when the treatment quantity is credited


Editing Batch Data (3492)
Editing batch data is zeroing the HCP discount amount but is retaining the allowance deduction


Suspended Hcp Estimates (2917)
Suspended health care plans can have stored HCP estimate discounts added to the clients account continuously


Fast Track Hcp (3473)
Editing a HCP item in draft with a separate patient selected in the fast track is zeroing the HCP discount


Show Treatment Discounts Separately (2899)
Health care plan is not handling the default ‘show treatment discounts separately’ when turned off


Allowance (3387)
Health care allowance quantity is not adjusted, despite the associated HCP discount being applied


Suspended Hcp Selection (3174)
Selecting a suspended HCP patient is highlighting the cell in green. This should be yellow to match the HCP status

Treatment Area

Treatment Area (3354)
Weight is collecting the default treatment area, rather than the selected treatment area


Microchip (3277)
Microchip null pointer stops the chip number from registering to the patient


Charity No Vat Stock Items (2977)
Manual treatment charity no vat (stock items) resets VAT to zero when edited


Barcode (2974)
Health care items cannot be added via barcode


Send To (2960)
Send to task bar option is looking at the fast track patient selection, rather than the loaded patient


Charity No Vat For Manual Treatments (2934)
Charity no VAT (stock items) is locking the VAT drop-down for manual treatments


Stock Centre Highlight (2522)
Delete treatment item from alternate stock centre incorrectly highlights the main stock centre


Sell As Whole Pack (2366)
Sell as whole pack from a historic treatment item is not adhering to the request to sell individually


Delete Estimate Permission (2351)
The permission of ‘delete estimate’ is not functioning correctly


Manual Treatment In Pre-Invoice (1808)
Manual treatment VAT value field can be amended within pre-invoice and history for clients marked with ‘charity no VAT’


Send To Code Entry Flag (1746)
Add to draft/Repeat for today on historic send to code items is not activating the send to workflow


Exception (2979)
Manual treatment exception


Hidden Codes (2175)
Hidden items can be added via barcode


Alert Sex From Pre-Invoice (2314)
Alter sex item deletion from pre-invoice does not prompt the user to revert gender

Debtors

In-Patient (3352)
Debtors includes non-in-patient treatments when printing or emailing invoices


Print Invoices (3132)
Print invoices from debtors is causing an exception to occur


Blank Invoices (3033)
Blank invoices are emailed to debtors


Account Category (1143)
Debtors account category is not reset


No Statements (3452)
Email debtors no statements/invoices for a client with ‘no statements’ ticked within client additional information, is causing an exception


Zero Balance (2913)
Debtors statements are not printing if current balance is zero


Account Credits (3226)
Debtors screen is applying account credits to outstanding balances

Batch Traceability

Stock Centre (3088)
Batch stock level is not returned to selected stock centre

Branch Transfer

Branch Transfer (3014)
Branch transfer is not transferring the batch stock level

Cashing Up

23:59:59 (3109)
When cashing up, if times are set to 23:59:59, the cash data is not reported

Prescription

Edit Label For Prescription (3404)
Edit label for a prescription item causes cost to be applied in history & pre-invoice

Accounts

Rounding During Tab (2835)
Monetary value of 213.81 is rounding down when tabbing through fields


Rounding (2687)
Write off rounding to four places


Return To Stock (3470)
Credited stock/batch items deleted from history are returning additional quantities back to stock


Crediting Hcp (3455)
Crediting an item within accounts and selecting to not return to stock is retaining the HCP allowance reduction


Esd (2739)
Early settlement discounts are accepted for future dates


Statements (2674)
Cannot print statements from Accounts. An exception occurs


Charity No Vat (2967)
Charity no VAT does not lock and set VAT value to zero


Mandate (3498)
View mandates opens the mandate window behind the direct debit subscriptions window

Hospital List

Repeat Appointment (1724)
Hospital appointments are disappearing after auctioning a repeat appointment

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