7.38

1. Workflow report now uses Bill Consultation date for the consultation date filter.

7.35

7.34

1. Can now reassign bills when the related Payment has been voided
   
2. Improved functionality when reassigning from third parties.
   

7.33

7.32

Miscellaneous

1. Changed default "Warn consultant on policy change" setting to "Quiet". When a customer's Third Party is expired and an invoice is created MediBooks will automatically revert to the practice default third party.
   
2. Fixed issue with deleting bills that had been modified.
   
3. Renamed NHS Number as MSG number.
   
4. Removed the Government tab and Indirect and Rebate columns.
   
5. The message indicator is now shown.
   
6. Added Estimates as a new bill status.
   
7. Added the ability to copy text from customer alerts.
8. Improved Command bar to prevent right-clicking.
   


1. Can now import XLS file to create patients and invoices.
2. Letters and attachments that are associated with a bill will be dissociated if the bill is voided.
   
3. Added new bill statuses: Paid and Part Paid.
   
4. The embedded fonts setting is now checked when printing letters.

Home

1. Added Default Assigned User setting to Settings, which allows each user to select an account to populate the Assigned To box by default when creating bills.
   
2. Fixed force selection for Branch and Consultant for Bills settings.

Front Desk

1. Added due date and Assigned To columns to the Extended view on the Front Desk.
   
2. Removed blank button.
3. Fixed issue with estimates not appearing on the front desk.
   
4. Fixed issue with deleting Draft Bills.
   
5. Fixed issue with deleting bill items from estimates.
   
6. Fixed error that would occur when deleting bills from the Bill Edit screen.

Customer/Third Party

1. Added option when creating letters to include notes that appear on the Letters panel on the account screen.
   
2. Added new insurance schedule PDF format.

1. Added Due Date field - can be changed on any invoice regardless of status.
   
2. Due Date can now be set as optional.
3. Added Assigned field - can be changed on any invoice regardless of status.
4. Created a new layout for picklists that uses a search bar.
   
5. Reduced width of bill item picklist on the invoice screen to prevent totals from being cut off.
   
6. Consultant, Branch and Discount are set for each individual Bill Item.
   
7. Changed how the default consultant is set.
8. Discount is now applied to customer and third-party amounts.
   
9. Added button to save estimates.
   
10. Removed the Save button from bills that haven't been posted.
    
11. Added button to reassign bills between different third parties and private.
    
12. Added discount calculation when reassigning 3rd Party.
    
13. Hid the Claim Code search box.
    
14. Fixed issue with the names of Disabled accounts not being shown as the Consultant/Assigned user.
    
15. Renamed Auth Code to Auth Ref.
    
16. Moved Auth Code from Extended Properties to the Create Bill screen.
    
17. ConsultantID, BranchID and ItemDate are now included in the modification history of bills.
    
18. When Due Date is mandatory the date is set to the current day when the invoice has been created from the Third Party tab 
    

1. Added new MSG invoice format.
   
2. Updated invoice format.
3. Fixed issue with discounts not being displayed.
   
4. Shows consultant's name in first name surname format rather than initials.
   
5. Increased width of Consultant column.
   
6. Removed Px. Code column.
7. Fixed issue with how practice header was displayed on invoices.
   
8. Fixed Print Invoice when reassigning 3rd party multiple times.
   
9. Increased the width of the Branch column.
   
10. Fixed allocated amount on Third Party invoices.

1. Fixed issue printing internal statement with letter.
   
2. Removed option to put the overdue stamp at the top of statements.

1. Start and End date boxes on Third Party References page now use date fields.
   
2. Improved readability of page by increasing the width of the grids.
   

1. Added option to sync with Trakcare.
   
2. Fixed Wrong save location entered error.

1. Added option to Payment screen that now allows part payment/rejection of charges for third parties with the Invoice billing type.
   
2. Payment screen for Third Parties with Invoice Billing type now allows 0 balance payments if an action has been selected.
3. Full Payment Checkbox is now added to grid by default.
   
4. Can now use shift + click to select a range of rows and right-click to set the action.

Reports

1. Removed unnecessary columns from reports.
   
2. Fixed issue with access control settings for reports.

1. Added workflow report.
2. Added option to Print invoice when right-clicking on grid items, if there is only a third-party charge show the third-party invoice. 
   
3. Removed option to Email documents from PDF viewer on report.
4. Added option to attach letters with invoices.
   
5. Added option to Print letters when right-clicking on grid items.
   
6. Added feature so that if third parties reject a claim, an invoice can be printed from the report with just the rejected claim amount.
   
7. Fixed issue with part paid and part rejected items not showing.
8. Added email address column.
   
9. Added Policy number and Auth code columns.
   
10. Added Created Date Column.
    
11. Added Created Date to Date Filter.
    
12. Consultant column now shows full name.
    
13. Last Activity Date column now includes a bills modified date.
    
14. Fixed issue with multiple bills that were being produced from the Workflow report whenever several bill items on the same invoice were fully rejected.
    
15. The Workflow report now shows any unposted bills.
    
16. Pending and Estimate bill types can now be printed from the Workflow report.
    
17. Voided transactions aren't shown on the Workflow report.
    
18. Added Payment Customer and Payment Third Party columns, to help differentiate between different payments.

1. Fixed Object not set to an instance of an object on Appointment Reconciliation report.
   
2. Added Third Party Name column.
   
3. Fixed the "Use Input Date" option on the Appointment Reconciliation report.

1. Added "Item Date" column.

1. Added "Show Bill Item Date" checkbox to the report, when ticked will show the date for each item.
   
2. The consultant column is now left aligned.

1. Fixed issue with report not showing any results.
   

Administration

System

1. 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.

1. Payment Method Description is now editable

1. Added fields to define subject text and body text when creating emails to patients/third parties.
   
2. Subject Text and Body text are now saved. 

1. Added dialog to create and edit new letter templates.
2. Created a group to differentiate Estimates and Letters.
   
3. Created a dropdown allowing users to select between "1 letter per multiple invoices" and "1 letter per invoice" for each letter template.
4. Added MSG letter templates.
   
5. Added Preview button.
   
6. Added Save button.
   
7. Added Save dialog when changing to a different letter template.
   
8. Improved the bill_item_breakdown field by creating different table layouts for different charges, only using the customer table layout when creating letters MSG.
   
9. Added Claim codes after item descriptions in the bill_item_breakdown table.
   
10. Template name is no longer shown above letter content on printed letters.
    
11. Fixed the issue with the bottom section of letters not being printed.
    
12. Changed default font to Calibri size 11.
    
13. Moved the address on letters down 1 line.
    
14. Removed extra lines that were showing after the bill_item_breakdown table.

System Setup

1. Added "Documents Patient Name Format" setting to the Practice tab allowing 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.
2. Added "Load existing draft bill when creating new bill for patient" setting which will show a dialog to open existing Estimate and In-Preparation bills when creating new bills.
   
3. Added "Display Unallocated Credit Message when creating a new bill" setting to display a warning if the selected patient has unallocated credit on their account when creating new invoices.
   

1. Added "Delete Bill Item when double click grid row" to control whether or not items are removed from invoices when double clicking on them.
   

1. Added option to copy demographics file path when TrakCare is the selected Medical System.
   
2. Updated TrakCare syncing.