July 2026
Voided bills will no longer be included in the Patients without Social Security number report.
June 2026
Scheduled Reports
ESS Claims without Claim Numbers:
- Excluded Cancelled and Rejected Bills
- Customers with default third party id of 1 are no longer excluded
Patients without Social Security Number:
- Recipricol, Non-Recipricol, Police, Prison and Guernsey Border Agency patients are now excluded
- Duplicate patients are no longer shown
- Added patient Last Modified Date column
ESS IMBM Claims Over Three Months - now uses the Consultation date for the date filter
April 2026
Added credit note reason to SAP format for Export Transaction
Fixed issue exporting bills with multiple items for SAP Export Transaction
Scheduled Reports
Updated "Patients Without Social Security Number" report:
- Business type accounts will now be excluded.
- Excluded "Non-Reciprocal” and “Reciprocal” accounts
- Added patient "Last Modified Date"
February 2026
Improvements to SAP format for Export Transactions
January 2026
Added status filter to Export Transactions
Added new export format for SAP to Export Transactions
Added Customer Last Updated date column before Customer Address Column
Added Scheduled Report option
Updated layout for grid options
Added support to Import Template file for date/time format