Release notes 7.32

Release notes 7.32

Bill Payment Service

We have added integration with CityPays Bill Payment Service. This will allow payment requests to be sent to customers from MediBooks using email and SMS, then reconciled in bulk. To learn more about this please read: Payment Requests
To learn how to set up the Bill Payment Service and enable Payment Requests please use this link: Setting up the Bill Payment Service
There are a few features which have been added for use with the Bill Payment Service which will still be accessible to users who will not be using it, such as the Customer Details report.

Other new features - Major

Added buttons to provide access to support from within MediBooks:


  1. Use to open the Medibooks Wiki.
  2. Use to submit a ticket.
  3. Use to open a chat with one of our support agents. (ideal for learning more about a feature in MediBooks that isn’t covered on our Wiki.)

Added Apps - This is a feature that allows to extend Medibooks with a generic or client-specific functionality.

Added a Position column to Catalogue Pricing to give users more control over the sort order of their price lists, the order defined will be used on the pick list. The new ordering priority is: Department -> Section -> Position -> Catalogue Item.
Screenshot showing sorting using the new position column.

Added Account Validate option for use on Accounts with Balance Mismatches, will find issues stemming from:
  1. Bills stuck in pending.
  2. Bills that have been voided with payments and credit notes, both payment and credit note will be voided.
Changed the location of the Price List Wizard to make it more intuitive. Each of the three Price List Wizard options are now accessed from their respective pages:
  1. To edit a catalogue item use the Global Catalogue page.
  2. To edit a scheme use the Schemes page.
  3. To edit the pricing use Catalogue pricing.
An image showing one of the new locations of the Price List Wizard.
Improved Reset Password to give users 30 minutes to reset their password. If this period is missed they will need to reset their password again.

Added button to Client Configuration screen which can be used to clear the cache.



Removed the ability to edit user accounts on the grid on the User Management page. To edit accounts double click on the relevant grid row and use the "System User" dialog shown below to make any changes.

An image showing the "System User" dialog that must be used to make changes to accounts.

Added Transaction Details to Account Overview screen.
A screenshot showing the Transaction Details information.

Consultation date can no longer be used as the To Date when running Statement tasks.

Changed default "Warn consultant on policy change" from Choice to Quiet. This means when the default setting is used, when an invoice is created for a customer whose main policy has expired MediBooks will automatically revert to the practice default.

In Preparation Bills will always be unlocked after exiting the create an invoice screen, only bills that are being reviewed by another user should be showing as locked when looking at the Front Desk. - We recommend minimising use of the bill unlock feature as doing so may result in changes made by the original lock holder being lost. If you experience any lock warning messages please reach out to support@enhancedtechnology.co.uk

Added Virtual Terminal checkbox to Payment Methods page which will appear to practices using the Virtual Terminal, allowing specification which Payment Methods activate the Virtual Terminal. When this is ticked the Virtual Terminal will be activated when the payment method is used.

Minor Changes

Miscellaneous

  1. The embed fonts setting is now used to control whether or not the fonts are included with PDFs, such as letters or invoices. For more general information on this behaviour please read: Embedding fonts
  2. Added option when creating letters to include notes that appear on the Letters panel on the account screen.
  3. Added the ability to modify letter content before sending.
  4. An error would sometimes occur after deleting the cache files if the server was changed, the server dropdown is now disabled while MediBooks is initializing. 
  5. Improved consistency across MediBooks:
    1. Replaced mentions of Company with Third Party.
    2. Removed errant colons in label prompts.
  6. The message indicator is now shown at the top of the page when there are unread messages.
  7. Changed wording on message indicator to say "User Messages". 
  8. Fixed an issue with multiple error messages appearing on the login screen.
  9. Improved Reset Layout.
  10. Fixed issue with empty mobile fields in EMIS not syncing with MediBooks.
  11. Fixed issue with invalid XML schedule format.
  12. Improved Command bar to prevent right-clicking on it.

An image with an example of a command bar.
  1. Added the ability to copy text from customer alerts.
  2. Fixed issue changing server when initialisation fails.
  3. Added check for password reset to the Lock dialog.
  4. Removed "(new users ignore)" text from below password field on the login screen.
  5. Removed mentions of Auth Codes. Auth No and Auth Ref and now used instead. For more information on these please read: Auth Code vs. Auth Ref. 
  6.  Fixed issue on the Invoice screen where MediBooks would crash when switching third party with the bill item menu open.
  7. Resolved the problem which caused bills to get stuck with the pending status.
  8. Removed "Help Mode" button from MediBooks menu.
  9. Windows Defender SmartScreen should no longer display a warning when installing MediBooks.
  10. When Microtest is used as the Medical System the Mobile field will no longer be locked.

Document Viewer

  1. When emailing documents the attachment name is based on the transaction type i.e. receipt, statement or invoice.
  2. Improved the PDF viewer so that when sending emails, the recipient is based on the bill type. 
  3. Improved the PDF viewer so that when sending emails with protected PDFs turned on the password is set based on the bill type.
  4. Added functionality to email letters using document viewer from the front desk.

Home

  1. Added Workflow settings for saving bills.

Front Desk

  1. Fixed issue where invoices not containing Bill Items were deleted from the Front Desk.
  2. The Billing task column for Multi-Recipient invoices that were created using Billing tasks wasn't populating with Task names.
  3. Added  "Print Customer Group" and "Print Third Party Group" options to the context menu on the Multi-recipient Invoice screen to replace "Print Group".
  4. Default Front Desk view is no longer opened when viewing the System Settings dialog.

Customer/Third Party/Government

Customer Search
  1. If only one customer appears in the results the account will be automatically selected.
Account View
  1. Removed Graphs.
  2. Attachments and Letters can now be associated with bills. To do this right click on a bill and select [Add], and click on your desired option.
  3. Improved the Void Objections dialog. It will now identify bills with associated credit notes, any credit notes associated with a bill must now be voided before voiding bill.
  4. Account Bills All – Replaced outstanding column with separate outstanding columns for customer, third party and rebate.
  5. User column is now shown as blank instead of 0. Examples of this are "Currently Unclaimed Items" and "Schedules" on the Third Party and Government tab.
  6. Removed "Period: 2" text that appears in the top right-hand corner on the command bar of the Account View.
  7. Double-clicking Memos from the Memo tool tab now opens them.
  8. Bills - All and Bills - Outstanding view: Replaced Outstanding column with separate columns for Outstanding Customer, Third Party and Rebate.
  9. Removed "Type Image" column from Attachments tool tab.
  10. Fixed issue with Reset Layout on the Bills - Account view of the Government tab.
  11. Fixed the problem which could cause a timeout error when voiding transactions.
  12. Removed mentions of VAT from the details of Bills - All and Bills - Outstanding views.
Modify Third Party References
  1. Added Save prompt which appears when leaving the page.
  2. Moved grids to increase the width of the "Value" column.
Modify Third Party Details
  1. Added "Max Bills per File" setting used to control the maximum amount of bills included in claims files to the Billing Information tab.
Alerts
  1. Added a Save prompt which appears when leaving the page.
Create an Invoice
  1. Discount is now applied to any bill items added after the discount has been set.
  2. Can now save changes to Branch when editing bill.
  3. Moved Auth Ref from Extended Properties to the Create Bill screen.
  4. Fixed issue with column picker.
  5. Fixed issue with did not attend charges and discount.
  6. Fixed issue with multiple dialogs relating to expired Third Party references being shown consecutively when creating invoices.
Printed Invoices
  1. Improved to show the consultant's name in first name surname format.
Statements
  1. Increased width of Policy column on outstanding statements.
Debit Note
  1. Improved the filter row.
  2. Method/Branch/Till on Debit Notes forcing selection even when the force selection boxes aren't checked.
    1. The first Payment Method from the dropdown is selected when "Force Payment Method selection - Payment" is selected.
Credit Note
  1. Improved the filter row.
Payments
  1. Removed Invoice No. column.
  2. Fixed issue with aged debt not being displayed correctly when 'Show 0-6 Days' and '7-30 Days' Columns on Aged Debt Report" setting was turned on.
  3. Fixed issue with aged debt calculations not counting credit allocations as payment.
Journal
  1. Improved Credit deallocation page of the Journal. 

Schedule Invoice

  1. Added "Policy Ref" column to Third Party Schedule Invoice screen.
  2. Added filtering for DOB, Input Date, Claim Amount and Total Amount columns. 
  3. Held items are now shown as held in the Validation Report.

Payments and Rejections

  1. Fixed issue with claim resubmission from within the Government -> Payments & Rejections tab.
  2. Made columns on table uneditable excluding the Amount and Action columns.

Schedule Explorer

  1. Removed floppy disk as a file export option.

Reports

  1. Improved changing the font size on reports.
  2. Removed blank options from column pickers.
  3. Removed Promotional, Sales Tax, Voucher Sales and Voucher Redemption column across all reports - all licenses.
General
Pre-Statement Run - Third Party
  1. To improve readability Third Party column now shows the Third Party name instead of the ID. To filter by Third Party name please type in the filter box.
  2. Fixed Billing Task dropdown bug.
  3. Changed the subtitle that appears in printed Pre Statement Run reports to use the Title from the Task Scheduling screen instead of the Description.
  4. Fixed Last Statement Date column.
Reconciliation
Appointment Reconciliation - Combined
  1. Added Third Party Name column.
  2. Fixed issue with Third-party and Rebate payments not being included in the "Payment" column.
Credit Note Reconciliation Customer, Government and Third Party
  1. When added using the Column Picker the Voided Date columns will now populate with the date a transaction was voided.
Debit Note Reconciliation Customer, Government and Third Party
  1. The Description column will now populate with the bill item description and Voided Date columns will now populate with the date a transaction was voided. Columns may need to be added using the Column Picker to see change.
Payment Reconciliation - Government
  1. User, Branch, and Till columns will now populate with the associated payment information.
Sales
Duplicate Items 
  1. Removed the "Branch - Consultant" column from the column picker.
  2. Added "Item Date" column.
Statistics - Combined Codes
  1. Added "Show Bill Item Date" checkbox to the report, when ticked before the report is run will add a column showing the date for each item.
  2. The "Consultant" column is now left aligned.
Financial
All Accounting reports
  1. Removed Promotional, Sales Tax, Voucher Sales and Voucher Redemption columns.
  2. Ad-hoc credits are now shown.
  3. Bad Debt column will now populate.
Accounting
  1. Removed unused Bad Debt Provision and Journals columns.
Ageing Debt
  1. Fixed error that would occur when changing the billing pattern of business type accounts.
  2. Fixed issue with how certain Journal transactions were being included.
  3. Any accounts with outstanding debit will now be shown when "Show accounts in credit including unallocated credit"  checkbox is checked.
Unallocated Items
  1. Unallocated credit is now shown in the Deposit column.
Voided Transactions
  1. Removed Accounting Period column.
  2. Voided By Column will now show the Short Name of the user who voided the bill. Bills that were voided before the update may not show a user.
Customer
Alternate Addresses
  1. Removed the "Branch - Consultant" column from the column picker.
Transaction List
  1. Added Type column to show the type of transaction (i.e Bill, Payment or Credit Allocation).
  2. Fixed Issue with Date Filter used to run report.

Administration

Global Catalogue
  1. Improved Preview Picklist by no longer allowing users to temporarily modify edit grid items.
Configuration - Departments
  1. Improved availability of commands.
Schemes
  1. Improved wording on Scheme Wizard.
Catalogue Pricing
  1. Removed VAT columns from Private license types.
Statement Delivery
  1. Fixed issue with Advanced Create.
  2. Added icons for printing/advanced printing to right-click menu.
  3. Renamed "Create All Selected" and "Advanced Create" to "Print All Selected" and "Advanced Print".
  4. Documents are now opened in the PDF viewer, allowing users to choose how documents are handled.
Accounting 
  1. Removed blank menu options that appear when right-clicking.


System

User Management
  1. Removed the ability to edit items using the grid.
  2. Admin Notes box now uses regular checkbox when deselected.
Access Control
  1. Access control has been improved to ensure that users can only see what they have access to.
  2. Fixed issue where after deleting a plan in access control a blank box is left until the page has been saved.
  3. Added Save prompt.
  4. Added setting under the access control for Customer/Third Party -> Advanced called "Delete Letter", when enabled it will allow users to delete letters from the Letters page of the tool tab.
Payment Methods
  1. Improved wording on the page.
  2. Fixed issue where an error would sometimes occur when adding new payment methods.
  3. Payment Method Description is now editable.
  4. Removed Card Types grid
Practice Header
  1. Added fields to set the Subject and Body of emails sent using the Document Viewer.
Letter Templates
  1. Added new dialog to allow practices to create/modify existing letter templates.
  2. Creating a new Letter Template
  3. Editing a Letter Template
  4. Moved the address on letters down 1 line.

System Setup

Practice
  1. Fixed problem with "Warn consultant on policy change" not loading setting.
  2. Fixed issue with Choice "Warn consultant on policy change" setting.
  3. Added "Documents Patient Name Format" setting to allow users to select "First name Surname" or "Title First Initial Surname" as the format used when writing the customer name on documents such as invoices and letters.
  4. Moved the "Load existing draft bill when creating new bill for patient" setting to the Practice tab.
Clients
  1. Improved wording of "Payment allocate first" by renaming it to "Payment screen sort order".
  2. Added "Delete Bill Item when double click grid row" to control whether or not items are removed from invoices when double clicking on them.
  3. Renamed "Protect Pdf Document" setting to "Protect Pdf Documents when emailing them from Document Viewer" and moved it to the Clients tab
Licensing - Removed this section as it is no longer used.
Account Letters
  1. Removed unused text.

Version 7.22 changes

  1. Improved MediBooks by preventing syncing when there are multiple versions of EMIS opened.
  2. Schedule Explorer - Fixed issue exporting when there are two schedules on the same date.
  3. Fixed issue running Jersey style account statements.
  4. Fixed error that would sometimes occur when releasing the Price Lock.
  5. Medical System settings are now updated after changing the Organisation ID.
  6. Added the ability to create new Connections (also known as Organisation IDs) from the Login Client Configuration screen.
  7. Improved the loading of rebate Schedules.
  8. Fixed issue setting Effective Date from Catalogue Pricing.
  9. Improved how the Last Statement Date is set after undoing a statement run.
  10. Added Save and Cancel button to Payment screen.
  11. Fixed problem that could occur when editing rebate and third-party payments.
  12. Fixed issue when cancelling rebate claims.
  13. Fixed problem which sometimes occurred reclaiming rebate payments.
  14. Fixed issue with the Medical System Polling Period timer being initialised when Auto-lock settings are disabled.
  15. Increased the amount of information that is updated when syncing MediBooks with the Medical System.
  16. Unpaid Items - Customer
    1. Improved continuity of the report by using the name format "Last name, First name" inline with other reports.
  17. Fixed issue with the wrong date being used when the Void Objections dialog was shown for transactions that were being voided after a statement had been posted.
  18. Fixed System Tab issues
  19. Fixed Administration Tab issues.
  20. When emailing documents from the PDF viewer the email field is now populated.

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