Cloud Release Notes

2.3.37 - December 2016

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

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

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


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


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)

Price List

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


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

Patient Reminders

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


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

Labs External

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


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

Clinical Note

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

Branch Transfer

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

Global Price Update

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

Code Entry

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


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

Batch Traceability

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

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

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


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


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

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

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

Treatment Area

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

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

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

Health Care Plan

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


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


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

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

Treatment Label

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

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


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


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’

Compliance Reminders

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


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


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

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