***** RELEASE NOTES FOR EXACT AUSTRALIA ***** **The most recent release notes are at the top of this list** ======================================================== v12.8 ======================================================== 0053552: Central Estimates: centralise treatment plan creation and translate poor clinical jargon into clean plain english estimates - the primary feature is the control of the wording and layout of the end treatment plan. 0053404: Location Suppport for Online Bookings. Locations can now be enabled for the Online Booking modules automatically uploading a separate site for each configured location. 0053769: Improved Campaign Manager statistics-loading performance. 0053849: Offline Help has been removed from the installation software, and is now only an optional download, arranged through the Support Team. There is no longer an option to make Offline Help a default. 0053869: Integrated Card Processing: The supported MAC Address range for Spire terminals is now configurable, so that the software has the flexibility to support new devices as they become available. 0053411: Family API Call Centre. 0052903: Email Server: Warnings display if the Email or Transport Service isn't running. 0052936: Added the ability to 'group by family' for automated marketing campaigns. 0052885: Changed the Patient Details report to have an option to hide prices in the report parameters and unified the layout files for all countries. 0054109: Show a warning on the server installer welcome page that we do not recommend installing on XP/Server 2003. Users must click a "Continue to install" checkbox to enable the Next> button for installation. "Warning: As per our communications over the last 3 years, EXACT no longer supports Windows XP/Server 2003. Please confirm that you are not using XP/Server 2003 on any of your EXACT workstations (including X-Ray machines). If you are using Windows XP/Server 2003, and need to upgrade EXACT, please contact support." 0053228: Capability to make certain fees uneditable on the chart. 0053624: Added automation IDs for the Easypost Job Monitor User Interface. 0053738: Custom screens can be edited after they have been charged, following the same rules as applied to Clinical Notes. 0053675: Added an extra line of logging to help determine how long EXACT takes to login to a database. 0053625: Added payment method to Cloud API. 0053072: Tweaked the layout of the Create Block Rota window, and added warning dialogs to check that the user did not accidentally enter a time instead of a duration. 0032070: Show "To" rather than "From" on the Read Email dialog, so that there is now a way to determine the address to which an email has been sent. 0053334: Able to cancel all missed scheduled events with a single click. 0053073: The Appointment book now auto-refreshes after a new Provider has been added. 1. When the user completes the Appointment Book setup wizard (e.g from the spanner button on the appointment book or from the Appointment Book configuration), any open instances of the edited appointment book (including the sidebar) are refreshed. 2. When the user completes the Add User/Provider Wizard, all open appointment books (including the sidebar) are refreshed. This does not affect the Multi-day appointment book. ======================================================== v12.7 ======================================================== -------------------------------------------------------- 12.7 PF1 53628: EXACT now sends correctly formatted date time strings in the patient record. -------------------------------------------------------- 12.7 0052731: Support Central Estimates (Phase 1) 0052322: SMS acount information is now sent to the online booking agent. 0052717: Improved the EasyPost Job Monitor error reporting. Click the status column hyperlink to view any internal error in the status section of the dialog. Deleted jobs that were resent show 'Deleted - Resent' in the status column. Completed jobs that were resent have their resend count (if not 0) as a hyperlink that launches a dialog showing the list of resent jobs. View the Addressee Name in the EasyPost Job Monitor for failed EasyPost jobs sent as appointment reminders. 0033829: Added Quickplans to the Quick Chart so that users do not need to open the Quickplans tab. Added an option to copy across quick charting settings between users. Enabled customisable tabs within the Quick Chart Menu. 0052730: Central Call Centre & Patient Portal. Implemented changes to enable a 3rd party call centre to provide call centre functionality. 0053024: SMS Templates: Allow sending of longer SMSs. 0053110: Added a SOE Google tag to Online Booking. 0050630: IMAP option for fetching Emails. 0052960: The file filter displayed when importing from the Contacts tab now defaults to 'all files (*.*)' instead of '(.doc)'. 0052319: Easypost jobs submitted within the last 48 hours, in an Error state other than Invalid Address, are automatically resent. ======================================================== v12.6 ======================================================== -------------------------------------------------------- 12.6 PF1 -------------------------------------------------------- 0052994: Quick plans containing custom screens with popup disabled will use the custom screen version and defaults when the quick plan was created (12.4 and earlier behaviour), with an option (off by default) to always use the current version and data. -------------------------------------------------------- 12.6 -------------------------------------------------------- 0052249: All invoice lines are selected by default in the invoice resubmission (Invoice View Details) window. 0052396: Feature - Phase 2 of Genuine Server Check / Real Data Check. 0052174: Added new functionality to view and add/edit BPE/DPSI directly from the patient toolbar. 0052394: Added a setting to toggle Marketing Manager's behaviour when processing a patient with unknown direct marketing Permissions (neither Opt-in nor Opt-out is recorded). 0037960: Patient Retention: When a practitioner books a family appointment the appointment tasks are now correctly removed from the exit workflow. 0051891: Online Booking will default to Existing patient if the top most (default) booking reason is not configured for New Patients 0052615: Added a context sensitive help icon to the contact permissions window. 0052058: Improvements to the User Interface - Login screen, EFT terminal screens and Address Finder. ======================================================== v12.5 ======================================================== 0048976: A non-administrator user can now add a new user in a different security group. A new security setting called “Set New Users Security Group” has been added under “Add User / Provider”. 0052378: Campaign Manager - opt all new patients IN by default. 0052033: Added Proxy support for Clinipad license requests - fixed problem when sending the customer's serial number to support when setting up Clinipad for the first time 0049548: Fixed some layout issues in Marketing Manager. 0051952: Marketing Manager: Removed Marketing Reasons linked to a completed campaign from Online Booking window -> Assigned Reasons column 0051853: Marketing Manager Enhancements: Added the ability to query patient opt ins, changed opt out to opt in, allow Superuser export of campaign statistics. 0049722: Marketing Manager: Resolved a User Interface issue with the service selector for booking reasons. 0049536: Changed maximum SMS limit for SMS templates to 3. 0052101: DAF Alert checks are no longer applied to Non-NHS O4C sites. 0052157: Optional (off by default) logging for the application lifecycle to help trouble-shoot startup and shutdown problems. 0051467: Changed the logging level of some log lines from WARN to INFO in the SoeiDental.EasyPost log. 0051693: Added a refresh button to the Database Viewer. 0051810: Improved the error handling of the core print engine. 0050885: Mobile phone numbers will now be saved for online booking patients when this field is empty in EXACT. 0039477: Generating a letter for a patient in the contact list now adds a contact icon to the contact list entry. 0052073: Fixed an issue where the SoeDocs application would not add scanned documents to the appropriate patient's contacts tab. 0051668: Reduced the amount of database access done on the email address table. 0051668: Performance improvement: Reduced the amount of database access done on the email address table. 0051579: Fixed a crash in soedocs. 0051849: Fixed an issue where the title of the Hold List was cut off at the largest scaling resolution. 0048976: (Dental Corporation) Members of the Administrator security group, with all rights ticked, are now able to change the security groups of other users. 0051512: Email Enhancements: Email tags for Inbox, Hyperlinks are now enabled within EXACT emails, The full file names of attachments (including extensions) are now shown, Users will now know who an email address belongs to when they are warned they can’t use it, Users can edit the description and the category when filing an email. 0052327: Checking duplicate email address when adding a new email to a specialist will skip the current specialist. 0051156: Fixed alignment in the Add/Edit Booking Reason dialog. 0050636: Improved the API key block for online booking communications. 0051462: Overlapping rosters will no longer show as available time in online booking. 0052083: Added logging to domain check function. 0051550: Fixed sundry issues on Clinipad session. 0051865: The iCalendar attachment is now supported by Yahoo and Hotmail. 0052018: Email: Added a new email tag filter control at the bottom of the Email Inbox tab view. 0051707: Bulk uploads to online booking providers will be faster and generate less disk access. 0051466: Changed the logging level of some log lines from WARN to INFO in the SoeiDental.AppointmentReminders log. 0051465: Changed the logging level of some log lines from WARN to INFO in the OnlineAppointments log. 0052010: Entering a price on the Booking Reason Editor window no longer alters the deposit. 0051657: Fixed an issue with payment method names are being trimmed if first character isn't alpha. 0051902: Fixed an issue in iCalendar where saving a new appointment from the clipboard (creating new appt) was not triggering an iCal email(confirmation). 0051850: Appointment cancellation email is now correctly generated when using the 'Cut to Clipboard' button. 0051541: Providers without rosters will no lomger have free time sent to online booking. 0051422: Configuration > Security -> Settings is removed from security settings configuration. 0052157: Optional (off by default) logging for the application lifecycle to help trouble-shoot startup and shutdown problems. 0051693: Added a Refresh button to the database viewer so that in order to see the most up to date state of the records being viewed users no longer have to close the window and reopen. ======================================================== v12.4 ======================================================== ---------- v12.4 PF1 ---------- 0051978: Campaign manager performance: Improved the transport's service performance when processing contacts for automatic marketing campaigns. ---------- v12.4 ---------- 0047463: iCal calendar appointment attachments can be automatically emailed with patient Appointment Confirmations. Patients can insert these attachments into their own digital calendars. 0051235: The ordering of online Booking Reasons can be modified in the local Web Setup and saved to the booking website. 0051114: For Marketing Manager Campaign+ the Sending Day is now shown in the Edit Campaign window in campaign setup, so practitioners can see this information locally, without going to the Campaign Design. 0051161: Online Booking Reasons created for marketing manager are now configurable inside the Web Setup dialog. Booking Reasons that have been associated with campaigns are also listed in the Web Setup, where they can be edited. Booking Reasons that have been created without Provider-assignment are clearly dfferentiated by displaying in red text. 0051159: In the Web Setup window in the Configure > Online Appointments dialog the OK/Cancel button has changed to a Close button. When you select this button any updates in Web Setup are automatically saved. 0051154: Added a db (database) button to the online Booking Reason Specific Provider Configuration window, accessible only to Superusers (not Admin users). 0051158: The online booking dialog's buttons have been changed from an OK/Cancel to a Close to better reflect that cancel would not do anything. 0051159: Online Booking: The ‘OK/Cancel’ button in the web setup window (Configure->Online Appointments dialog) has been changed to ‘Close’ 0051247: Removed format validation from the Google Analytics ID field in Online Booking. 50265: Address Lookup button - With partial address details, perform an address Lookup that displays a menu of valid addresses for selection. 0048372: Users are now able to edit and change their own security groups. ======================================================== v12.3 ======================================================== ---------- v12.3 PF1 ---------- 51615: Removed “Prompt for failed SMS numbers”; code that deleted failed SMS numbers. ---------- v12.3 ---------- 49990: Specific fields for a transaction with an online payment method (.OLB) are now locked to make it un-editable. 50624: Campaign Manager – The daily send timer is now a random time between 8am and 8pm. 50472: Online Booking Upload – The message when purging OLB provider time if the provider is not present has been changed. single bulk upload per OLB provider for all appointment types. 50439: Online Booking Enhancements – Match appointment reasons to providers. 50623: When sending emails, EXACT will no longer consider Provider email addresses as unrecognised. 47723: Fixed an issue with the Invoice and Receipts Summary report that made backdated receipts sometimes appear in the Deposit Deltas column. 50031: Introduced SHA-2 Encryption Compliance. Email Servers in Windows XP/2003 (.NET 4.0) will work with external Email services using TLS1.1 (SHA-1) and earlier protocols. However, the Email Sever on later versions of Windows (.NET 4.5 or later) works with external Email services using TLS1.2 (SHA-2). 50912: The XML import process for conversions no longer sets the first visit date for patients. 50016: Invoice adjustments are now included in the Appointment Analysis report. 50849: NHS Alert Tool tips will only be displayed for NHS 0C4 databases. 48256: Each time that EXACT sends SMSes it will remove the phone number from the patient file if that number is invalid and create a popup note to notify users. 50637: Online Booking: EXACT now sends a single bulk upload per online booking Provider for all appointment types, in order to be more efficient and reduce errors. 50643: Invoices and Receipts Summary: Fixed an issue with the Invoice and Receipts Summary report that would sometimes produce inconsistencies when reporting on all providers combined versus a subset of Providers. 50692: Fixed an issue that would leave a database 'locked' after running "Fix Site ID for custom screen notes". 50684: Fixed an assert that fired when displaying some custom screens with multi-line notes. ======================================================== v12.2 ======================================================== 48265: Variable Recalls defaults provide an improved and more flexible means of recalling patients 49812: Online Booking Enhancements – Configurable Policies 49844: Patient selection and processing of the patient workflow is now enabled in the diary by means of the appointment-right-click menu 49814: Clipboard Appointments – Search and Deleting changes by means of clipboard-right-click menu 49082: Production goals now reflect the Fee amount for the appointment service. 50512: The production goals tab will no longer go blank if it is initially displayed when the appointment book opens. 50544: In a Database Merge the Custom Screen data now have a Site ID, resulting in correct data in the custom screen. 48909: Appointments linked to chart appointments now derive the fee estimate from the linked charting, not the appointment service field. 31287: Discounts now show correctly in the Discounts column of the Activity Summary and Daily Activity reports. 49250: Improved the logic used to calculate the chart appointment times when the charting is manipulated. 50336: The Treatment Codes contact list query is no longer very slow when checking for charged treatment. 48682: Disclaimer text can now appear on all invoice layout files. 46889: The appointment-double-click action is now configurable in Configure > User Settings: Double Click on Appointment. This enables custom workflow processing rather than the default processing only by role, including patient workflow processing entirely by one individual from one location, such as in a single-dentist practice. 49783: Charting a stock item through the treatment plan: When configured to charge all stock to a stock provider, this setting now overrides the provider selected when prompting for a provider on charge. ======================================================== EXACT v12.1 ======================================================== 49225: Online Booking Enhancements – Google Analytics enhancement in order to track usage of patients accessing the online booking portal 49519: Online Booking Enhancements – Linking to Services & Marketing Manager links 47721: Online Booking Payments mechanism to take payment from patient within online booking 49740: Campaign Manager: The contact history tab is now available to all users in the campaign dashboard 49559: Campaign Manager: Reset period is now an optional setting 49381: Campaign Manager: Saving the latest zipped files sent to Campaign+ is now defaulting to 20 per campaign 44212: Added functionality to regenerate Planned Treatment/Single Patient Online Booking links from the Follow-up tab. 49713: Updated the Invoicing API 49654: Starting with EXACT version 12.1, .NET 4.5.2 will replace .NET 4.0 on Windows Vista and above. Windows XP and 2003 will continue to use .NET 4.0 45385: Enhanced APAC GST – Phase 1 48871: The gauge from progress windows is reflected on the EXACT taskbar icon in Windows 7 and later. 46814: (Feature) Dynamic Questions and Consent forms in CliniPad. 47280: Introduced a feature so label printing can be done through 1 click. This is the default for Netherlands but must be configured for other regions. 46256: Recall automation will now skip sending reminders for patients that have an appointment on the current date. 48471: Performance improvements to Tasks lists. 47492: Introduced a check box to show Examine Pro hidden images. ======================================================== EXACT v12.0 PF1 ======================================================== 46742: Creating or moving an appointment onto the overlapped clinics will now correctly trigger at most one warning dialog and no warning dialog if it matches one of the clinics ======================================================== EXACT v12.0 ======================================================== 46831: Marketing Manager automation and centralised template management has been implemented. 47946: Version 12 new Logon screen. 49146: Version 12 new workspace bar icons (only affects appearance). 45440: Clinical Notes have been changed to allow editing after charging treatment. Editing is only up until midnight of that particular day. 48441: Database viewer is now available to users with Admin rights. Users with Administrator Access should now see the [db] button in most screens, and also see the "View database" menu entry in the configure menu. 44230: CliniPad: When a patient is locked on the Clinipad device any Administrator-level users can now release this themselves. 46742: Clinic Warnings: Creating or moving an appointment onto the overlapped clinics will now correctly trigger at most one warning dialog and no warning dialog if it matches one of the clinics. 47105/46789: In some Report dialogues the “From Patient” and “To Patient” fields have been removed and replaced with an “Include Inactive” checkbox. Upon upgrade users will be prompted to audit favourite reports or scheduled events that use the following reports: Work In Progress, Pay Plan Cost Statement Account, Statement Run, Statement Invoices, List Outstanding Treatment, Debtor List, Patient List and Denplan Integration Report. IMPORTANT: As favourite reports and scheduled events these reports will not run until manually audited. ======================================================== v11.10 ======================================================== FEATURES ADDED / EDITED: EXACT supports Windows 10. 45627: Medical History Best Practice features. 46993: Online Bookings: Cater for rooms. 47026: Online Bookings: Users can now resend failed OLB links sent via email. 44966: Statement and Statement Run report now have an option to print either the total or the provider owing amount. 46189: Receipt and invoice adjustments have different icons now. 46932: Print/preview estimate will save a copy of the PDF document so that users can view estimate graphics that were valid at the time of estimation. 44693: Added two new merge fields for document merge - Medicare card number and Provider number. 48070: Marketing Manager: Changed the campaign conversion graph to a stacked bar graph. 48071: Marketing Manager: Reversed the Legend on The Dashboard Pie Charts. 48072: Marketing Manager: Removed Campaign Start from Appointments Graph. 48073: Marketing Manager: Changed the order of the Series in the Invoices Graph. 47598: Changed the context-sensitive link from 'CampaignManager' to 'MarketingManager. 44746: Marketing Manager Campaign Calls Report: Improved and standardised the layout. 47745: Marketing Manager Campaign Appointments Report: Improved and standardised the layout. 47744: Marketing Manager Campaign Invoices Report: Improved and standardised the layout. ISSUES ADDRESSED: 47309: Presentation Manager: Updated Aspose Words library to render some templates correctly so that Presentation Manager is no longer flipping the document. 47981: Conversions and Tools: Conversions Merge tool now merges appointment books, blocks, clinics and rosters, patient accounts and audits, and optionally specialists. 47979: Conversions and Tools: The merge process will display a warning rather than stopping if a database sub-folder is missing. 46045: Email: Emails are no longer sent twice when sending bulk emails/sms. 47869: Reports: It is now possible to Email a report that has been split into multiple reports by Providers, where each Provider report is a separate attachment. 42677: Appointments: The appointment book time interval now displays correctly when users hover over areas of the book. 46309: Email: It is now possible to Email Fixed Payment Plans to patients without error. 47980: Conversions and Tools: Removed spurious provider code errors from the merge log file on a database merge. 46932: Charting: The graphical estimate is now saving the tooth graphic information against the time that the estimate was generated. 44966: Transactions: The Statement/Statement run now shows the correct balance if it is printed for a specific Provider with Auto selection. 44693: HICAPS: Added two new merge fields for document merge - Medicare card number and Provider number. ======================================================== v11.9 ======================================================== 0047718: Fixed an error that caused EXACT to crash when Testing SMS credentials. 0045672: Marketing Manager and Channel Track feature. 0014444: The Work In Progress report is now available for all countries. 0046993: EasyPost jobs now use a different assembly to construct themselves. 0047065: Reputation Manager new feature: It is now possible to configure Reputation Manager to only send a survey to patients whose treatment has been TCed. With this configuration the following will apply: - For the daily sending reputation survey schedule, only patients who have been TCed on the day will be sent the email survey. - The departure workflow will only include the reputation kiosk hyperlink for appointments with a TCed treatment. - Patients who had no treatments and patients who had no TCed treatment will not be issued the reputation survey. ======================================================== v11.8 ======================================================== -------------------- EXACT v11.8 PF1 c0047303: Fixed an issue with sending Medicare Easyclaim Claims. The issue will be fully addressed in v11.9. 0043019: Cloudburst - New URV tool using eSync Phase 1 (this includes many sub-features) 0047080: EasyPost changes for v11.8 ------------------- EXACT v11.8 0046689: Added MyPractice Cloud / Multipractice Cloud MPC) link in EXACT. 0043597: Email Server is upgraded to use new MailBee library replacing legacy TCPIP library so that Email Server works with Office 365. 0046420: Added a Reply and Forward button to the Patient and Specialist Contact tabs. ======================================================== v11.7 ======================================================== 46067: Fixed issue with Invoiced Treatments - Resubmitted calculations now recalculate for the whole service line not just partially. Adjustments are now being correctly counted/displayed in a separate line at the bottom of the report whereas resubmissions are now being accounted for in the Service line. Resubmissions will remove all values of the resubmitted service from the Service line and not (as it incorrectly did previously) only from some of the sections of the Service line. 45599: Added Reputation.com Integration. This is a respected platform for online review management, local search visibility, and social media designed for businesses. 46427: Fixed a Reputation.com issue with API and settings. 43002: Fixed - the Cost Estimate on the Edit Appointment window now displays the correct fee for each appointment selected. 45048: Improved the logging of online appointments booking failure reasons. 45971: Changed the file name of the version.txt file so that it has a "do not delete" disclaimer. 46121: Fixed EXACT crash when sending an email or SMS or EasyPost letter from patient file using a template with recall URL. 44896: Appointment will only be marked as completed if the patient has been Charged / TC'ed. Saving the appointment no longer marks it as completed. 37007: Significantly more providers/rooms can now be added to an appointment book (as many as 60+ columns if they are named normally) NOTE: You will need a very wide screen to view all columns. TIP: If you encounter slowness, do the following: 1) Disable the 1st available appointment book, 2) Disable Appointment Workflow, 3) Change the Short Notice List setting 'Identify gaps in the appointment book up to X days ahead' to just 1 day 46270: Fixed - The Resubmit button is now disabled on an adjustment. When resubmitting an invoice 2 things now happen: 1) The resubmit button is only enabled when highlighting an invoice, 2) The user is only able to proceed with resubmitting the invoice if there are no adjustments against it. 43204: Improved - Automated SMS and Email messages were not properly adding the location of the appointment by means of field codes. This has been improved so that they now correctly include the location Name and Phone. 35164: Removed template Flash message SMS feature, which added extra characters without warning. 45285: Fixed a problem with managed memory accumulating from Appointment Searches. 35497: Improved: The Contact by Email window is used in multiple circumstances in EXACT, and the window's Export Report option is frequently inapplicable. From v11.7 this option is greyed out and defaults to the PDF Format option when no export is available. 45975: Fixed Soediental.Server crash message displayed upon signing into Automated Reports machine. 45313: Patient Reactivation Reports - Online Booking URLs are now classified as Reactivation URLs. This way we can identify the URLs generated by patient reactivation and these can be excluded from the Patient Reactivation Report metrics. 45711: Added online bookings certificates to the installer to inhibit online bookings security issues. 45710: For online bookings EXACT now sends the timezone to the booking software in a compatible IANA equivalent time zone format. 30763: Updated text in the dialog window for selecting scan type in order to better describe the given options. 45852: Merging a patient file will now merge the X-Rays and images as well. Before v11.7, when you merged two patient files the destination patient would have no Xrays or images from the source patient, and you would have to manually move the Xrays and images from source to destination patient. The merge now includes images and Xrays. 45740: For users in Australia the OHSA Claim forms fully complete when patients have multiple treatments in a claim bundle. 43004: Fixed an Appointment Clipboard error relating to the patient having a treatment plan with both Dentist and Hygienist services. 45954: Fixed: The Tasks workspace icon no longer stops counting current tasks after 1. 43832: Changed the text for the button "No Rebook List" to "Never Rebook" on the Cancel Appointment window. ======================================================== v11.6 ======================================================== 0045851: Updated the + - button icons in Chart History. 0045836: Improved Treatment History: when you click expand/contract (+ -)the software now correctly selects that line for expanding/contracting. 0045645: Online Booking Website Builder: Font selection removed, booking reasons list size increased. 0045569: Online Booking Website Builder: Increased booking reasons list height to show 4 items. 0045365: The Online Booking Website Builder now correctly only shows online booking Providers who are on the online booking Provider Images List. 0045543: Prevented sending canary emails in case of problems with connecting to OLB Redirection Server when a machine is a member of SOE domain. 0045544: Improved sending canary emails related to OLB redirection problems. 0045553: Changed booking link redirection 0045069: Terms and Conditions workflow has been added and integrated with Clinipad. 0045353: Improved Treatment / Tooth History screen layout 0045562: Ensured that SMSes and emails containing recall/planned treatment links are not sent until their short/long URL pairs are synchronized with the Online Booking Provider. Two new messages in the Email Outbox tab: 1) Pending online booking synchronisation 2) Online booking synchronisation Failed 0045970: Email - Email/SMS messages in 'Ready' state in the Outbox are now displayed after upgrade. 0045934: When you send email with a subject only and no 'body' EXACT no longer gives the "Exception error occurred in the HTML control" warning. 0045925: Creating a new email no longer causes a software crash. 0045911: Email/SMS messages in 'Pending for URL synchronization' state are now handled correctly. 0045550: Added a warning message for users who try to save blank prescriptions. 0045670: New Patients By Referral - grammatical change - reworded the Printed version from "No referral Source Entered" to "No Referral Source Entered". 0041505: Added a better warning message when users try to delete an already used GL Account/Bank Account from the Providers details. 0045307: A more appropriate warning is shown when a wait list contains at least a patient in waiting or active state. 0045589: Online Booking Website Builder - improved the URL and email validation error messages. 0044855: Support for the ICCMS Survey third-party link has been added. 0043550: Dragging to the hold list will now only reset cancelled appointments short notice list status. 0037948: Fixed an issue where there were problems with the total on the Invoiced Treatments report. 0043521: Fixed an error on database split - Patient recalls are now updated correctly. ======================================================== v11.5 ======================================================== 0045484: Fixed a minor translation issue. 0045352: Fixed some issues around the scheduler when run under different languages 0030855: The List Contacts window will now pass the selected patient to the patient file window when the link functionality is enabled. 0044544: Made the Medicare card number field read/write so that the number can be entered manually if required. 0044526: The patient search has been improved to properly handle phone numbers. 0042245: Added 2 columns Allow SMS and Contact Preference DEBTOR4 columns to the Upsize Reporting Views schema (added to the SOEI_Patient table: bSmsMobile and wContactPref) 0044904: Utilisation Manager: Fixed a case when SMS reply was matched to SNL SMS still sitting in Outbox in 'Ready' state. 0038716: Recall prompt now shows the preferred recall provider and is more consistent in highlighting changes. 0044971: Changed the font for the return address for APAC EasyPost. 0044946: Short Notice List: The 'add to short notice list' check box is again functional. 0039705: Handled a rare exception in the appointment search code. 0044773: Fixed issue where deleting an invoice refund for work done does not delete the cash receipt refund. 0045039: Optimized the Clinipad availability code. 0044592: Fixed a Smile Survey tab error. 0044820: 16-Surface Charting: Grammatical change: 'Less' Surfaces changed to read 'Fewer' Surfaces. 0038717: Recall details and history windows now display fall back values for recalls when the details are not filled in. 0037884: Right click on FTAs that are rebooked will no longer incorrectly show the option to add to the short notice list. 0037807: When removing an FTA appointment from the short notice list EXACT will prompt to remove others for the same patient. 0044730: The last seen recall provider is now determined using treatment and appointments only, instead of falling back on the preferred provider. 0039768: The patient recall tab now shows the preferred recall provider rather than the last seen recall provider. 0037727: Fixed an error with the appointment drag and drop - with co-duties off dropping a blank appointment on a room no longer forces it to be a Dentist appointment. 0042112: A Warning now appears when you drag/drop an empty appointment to a hygienist whose time is blocked. ========================================================= v11.4 ========================================================= 0044591: Smile Survey - Rename feature to "Oral Health Survey" 0032254 Instuctions added to failure dialog when trying to install EXACT server on workstation. 0042542: Clipboard tooltip changed to "..sent to Clinipad" instead of "..sent to the Clinipad" 0039763: All times on the appointment search dialog now follow a consistent format 0044547: Renamed Medicare Number field back to Healthcare ID field 0044524: Fixed a bug that may cause a crash - when generating a label with Recall Type merge field from Medical > View Doctors window 0044367: Short Notice List - Added validation if user only selected radio 'Same day(s) each week' but didn't tick days 0041253: Utilisation Manager - The short notice list gap hover now updates itself correctly as appointments are removed from the short notice list. 0044430: The performance of ImageViewer has been increased by more than 2x 0037482: Appt Search window: Replacing date selector has removed some inconsistencies with the way it handled invalid dates 0043762: Modal wpf dialogs no longer create focus problems when closed if switched to new implementation. 0044327: Improved the stability of the departure list. 0043855: Patients contacted via EasyPost letters are now included in the Recall List Report. 0034944: Popup reminder for overdue patient details or medical history when the patient is moved to chair from the side bar button now functions correctly. 0044517: Medical History - Added a question icon to the question message box. 0044493: Oral Health (Smile) Surveys - Columns are now all aligned in the configuration screen. 0044444: Moved the Spanner icon to the left of the +1 icon in the Oral Health (Smile) Surveys tab. 0044281: Added Patient Reactivation Reports 0033363: EXACT Server install once again accepts silent option (i.e. /s). 0041490: Appointment Search Update to show all available times rather than just the optimal times 0044592: Oral Health Survey Tab no longer causes an error 0042506: Appointment Search results for one provider no longer offer rostered time for other providers unless they are also rostered or in a co-duty with that person. 0037530: Providers that are not in any appointment book no longer appear on the Appointment Search 0044869: The Previous Page button in Appointment Search is now only enabled when appropriate 0044663: The Oral Health tab is now turned on for any users. 0039360: In Appointment Search, when searching only matching clinics, search results are now correctly returned when two clinics of each type overlap. 0044359: Fixed an issue with the datepicker UI 0042153: Appointments no longer disappear when dragged from Workflow sidebar to a hygienist column, with Co-duties OFF. 0042544: Help files are now optional when installing EXACT Server. 0044410: The short notice list prompt dialog will now show the associated appointment details. 0043921: The A4_Mobile.220 report now ships by default with the software. 0044070: The A4rec.303 report now ships by default with the software. ========================================================= v11.3 SP7 ========================================================= 0044550: Changed the security setting which the complete smile survey setting is based on 0042505: New Feature: Short Notice List Appointment Restrictions 0043629: Treatment plan estimates and smile surveys can now be completed on Clinipad. 0044461: Fixed a problem that would stop sites from being able to match manually sent SMS to replies. 0044438: Fixed an error in the simple fixed form medical history window which rendered a user unable to confirm medical history. 0044284: Improve the robustness of the recall automation process so that it handles blank or invalid family IDs. 0044223: Booking an appointment with a non dentist provider will correctly set the coduty grid. 0037502: Short Notice List hover view has given scroll bar(s) when required. 0044059: Fixed a problem with DUK 0038125: The Short Notice List will take into account rosters where a provider is not explicitly assigned to a room. 0039333: When creating e-mail template, recall URL is now available on the list of merge fields only when 0039981: Fixed displaying hypelinks using large font. 0036712: Fixed tooltip windows position in Short Notice List\' and Appointment Book. 0043953: Managed string resources are now consolidated into a single dll. ========================================================= v11.3 SP6 ========================================================= New features and enhancements: • Automatic appointment follow-ups • Automatic EasyPost appointment reminders • Enhanced Recall prompt with buttons • Enhanced Patient Arrival Tooltip • Further options in Appointment Workflow payment processing • Enhanced in Online Booking - dealing with possible duplicate patient records • Optionally hide the Henry Schein workspace button 43323: When EasyPost letters are created and sent to minors the correct addressee is now automatically created. 39130: The recall prompt now allows users to choose NOT to advance the recall. 43700: Added a site specific fix for a client for whom EXACT sent out SMS recalls to patients with no mobile phone. 42616: The SOEDBService connection interface is now kept running in resource-starved environments. 43122: Examine Pro affected by EXACT image refresh: If you have more than one viewport on the Examine Pro desktop and all are populated with an image, when deleting one from the patient record, EXACT no longer removes all the other images from the viewports. 42207: Added Sorodex Scanora to Xray-links. 34345: Fixed an issue where if the provider type is changed after appointments have been made, patients were not showing at the door. The Add Provider wizard now defaults the Provider Type field to blank so that the user is forced to select a Prover Type when creating a new provider. 35790: Added an error message when trying to import a locked Presentation Manager template from MSWord. ========================================================= EXACT v11.3 SP5 ========================================================= New features and enhancements: • Appointment Book Colour by Status. • EasyPost Statements and Invoices. • Clinipad available in New Zealand. • Additional Recall Effectiveness Statistics in Recall Manager. • Improved Document Template Picker. • Additional Service Security Settings. • New Fixed Medical History. • Medical History Audit. • Online Bookings communication via HTTPS. 0035439: Fixed a problem with the audit trail not recording dentist changes which was affecting the Capitation Reports. 0041735: Modified medical history printing to be able to print all medical history. 0043059: Modified the departure checklist reason for non-completion window. 0042765: Added function in EasyPost to resend failed jobs. 0042123: (Recall Manager) When 'Prevent Appointment Booking' flag is set to ON, a Recall or a New Patient is now prevented from booking appointments. 0040470: Added 'Success' percentage columns in Recall Manager display. 0039826: Created a new template picker, significantly speeding up the templates functionality. 0043084: The Portal Link from EXACT now functions reliably. 0041839: The asynchronous loading of the Recall Manager display list is now more robust and skips patient recall records where the patient has been deleted. 0041760: Fixed an issue with the Appointment Analysis report where cancelled time that was rebooked and failed still counted towards cancelled time. 0042689: The Manage Recalls window now correctly displays information. 0042225: Orphaned online time when a provider is unassigned from a room will now be purged by EXACT when doing a bulk update, so Online Booking patients can no longer book on a day when their Provider is not working. ========================================================= EXACT v11.3 SP4 ========================================================= 0042331: Short Notice List Automation Feature. 0041824: Fixed issues relating to transfers and advance payments in the Allocated Payments report. 0041523: Deleted referral sources or patients are indicated as such on the Top Referral Sources by Receipts report. 0042136: Fixed an issue with Charged item disappear from treatment history. ========================================================= EXACT v11.3 SP3 ========================================================= *0041894: [EP2] EP2 Audit Report added [NZ] *0039518: [EasyPost] Pro-APAC EasyPost enabled for APAC Region *0038912: [Online Bookings & Recalls] Added Ad Hoc Single Patient URL *0042323: [Online Bookings & Recalls] Exact is now sending confirmation messages correctly when an appointment is booked. *0042373: [Online Bookings & Recalls] Upgrade process nopw sets the correct default templates for send SPURL. *0042286: [EXACT] The system to queue up re-indexes and execute them when upgrading EXACT is now working. *0042343: [EXACT] Appointment search now functions correctly. *0042255: [Recall Manager] Recall Manager upgrade no longer skips the recall date in the patient file. *0041705: [Recall Manager] Single Column Appointment Book Recall functions correctly. *0042093: [Recall Manager] Improved the robustness of the upgrade to Recall Manager. *0041775: [EP2] EP2 Bitewings added. *0038123: [Appointment Search] Dragging an empty appointment to a room column with coduty off now prompts correctly. *0041776: [EXACT] Prevent Appointment Booking - patients cannot be booked without warning at the Appointment Book. *0041645: [Electronic Signatures] Adding/renaming different Clinipad devices with the same name is no longer possible. *0041287: [EXACT] 'View Signed FP17PR' button now functions correctly. *0041233: [Electronic Signatures] Fixed form medical history and Clinipad Selector dialog button text displays correctly. *0039873: [EXACT] Email attachments are now working when choosing templates. *0038407: [Appointment Workflow Sidebar] EXACT no longer crashes when changing appointment status while workstations are awaiting update. *0041991: [Electronic Signatures] The Arrival screen text has been modified to improve readability. *0040004: [Reports] ATHENA: EXACT reports now export the practice ID as well as the practice name and country. *0042256: [EasyPost] Added prompt for registered address when registering EasyPost when SDL is the provider. [NZ] *0042134: [EasyPost] When you delete an EasyPost job the file is now also deleted. *0041893: [EP2] Hovering the mouse over the bitewing bar now consistently displays the corresponding image. *0041979: [Electronic Signatures] The FP17 prompt has been corrected for mixed practices. Pivate patients are no longer presented with an FP17 to sign. *0042416: [Online Bookings & Recalls] Longer URLs generated by EXACT for online booking now work correctly. *0041261: [Short Notice List] When the security of Short Notice List settings is unticked users are now blocked from making changes via practice settings. *0041744: [EXACT] Prevent deletion of referral sources that have been referenced. *0041834: [EXACT] Corrected the warning when creating a new Specialist. *0040441: [EXACT] The Appointment book Spanner now correctly follows the related security setting. *0041259: [EXACT] The User setting window controls no longer overlap when Passwords security settings are taken out. *0040689: [EXACT] The security item "Select Treatment Planning Display Mode" is nopw only available for appropriate configurations. *0042298: [EXACT] When Editing PRXs clicking Discard and Close no longer deletes the layout file. *0042325: [Online Bookings & Recalls] Online Recalls and New Patient Bookings are now functional. *0039890: [EasyPost] Added a warning for a user who is overwriting a template. *0042334: [Online Bookings & Recalls] The correct URL is now produced when there are two services with different providers assigned to them. *0037191: [Charting] When you create an Estiomate EXACT now saves the patient file so that all planned treatment appears in the Estimate and is not lost when closing the patient file afterwards. *0042004: [Charting] Charting Graphics are now appropriately removed from display on the Chart. *0041774: [Appointment Workflow Sidebar] Fixed an error when calculating the first available date where a patient's charted appointment did not have an associate appointment. *0041777: [Appointment Workflow Sidebar] Future Treatment outside the Appointment now shows the booking suggestion. *0042090: [Patient File] Deleting a patient who is in the recent patient list no longer removes some or all of the entries in the list. *0038521: [EXACT] The 'allow login with previous date' security option has been removed so that it is no longer possible for anybody other than the super user to log in with a past date and it is only possible for a user to enter past transactions if the 'Enter transactions older than today' option is ticked for their security group. *0042069: [Reports] Fixed a small memory leak that occurred when clicking on the Reports workspace item drop-down menu. *0041803: [EXACT] Fixed the false list button that appeared under some circumstances onon the Edit Recall Detail window. *0039827: [Appointments] The appointment book tooltips now show the appointment payor. *0037071: [EXACT] The image on the medical history button is now properly centred. *0037070: [EXACT] The Medical History button size now matches the other toolbar button sizes. *0038084: [EXACT] Fixed an issue that caused the dot to be excluded from the file extension of crash dump log files. [NZ] *0042079: [EasyPost] Postcard icon will correctly show in the contacts tab when sending DL Postcards via EasyPost. *0042021: [EP2] Selecting 'Get Device List' with a device selected will no longer cause EP2 to crash. *0039057: [Reports] Fixed the alignment of the column headings in the Appointment Analysis report export. *0041859: [EP2] Delete and ImageViewer buttons in the attachment and image viewer screens now work with EP2. *0041888: [EP2] EP2 now closes correctly after viewing of the last four bitewings. *0040132: [Recall Manager] Added help buttons to recall parameters and recall automation configuration. *0041741: [EP2] VistaEasy now starts at the regular speed when started via EP2. *0041755: [Quick Chart] Fixed the help button on configure quick chart. *0041706: [EP2] The ImageViewer button is now always selectable when EP2 is registered. *0041797: [Reports] The 'Select Patient' query fields are now prefixed by the query name in the report header. *0041887: [EP2] Text input boxes now working correctly after viewing the last four bitewings. *0041778: [EP2] Double delete confirmation removed from the images tab. *0041871: [EP2] DICOM images with spaces in the filenames can now be exported correctly. *0041862: [EP2] 'Name' section in the image notes no longer expands when more characters than the width of the control are entered. *0041875: [EP2] Tooth filter combo box now has a blank selection as per the Type combo box. *0040002: [Scheduler] The Scheduled Events list now displays much faster than previously. *0041738: [EP2] Image deletion is now controlled by a security setting within EXACT. *0041794: [Recall Manager] Fixed a crash that would occur when printing the patient details with the recall section where the recalls are booked. *0041596: [Charting] Cancelling the 3D Chart Wizard now correctly cancels the display of the 3D chart. *0039297: [Reports] If a favourite report group can't be deleted because there are still reports in that group, the error message now clearly states which users have these favourite reports. *0040533: [EXACT] All the length columns in the appointment book activity area are now be labelled 'Length' instead of 'Len'. *0041713: [EXACT] Fixed an issue where the postcode field in Practice Information would not be visible for countries other than UK or NLD. *0041780: [EP2] Show Last Four bitewings now working correctly. *0041692: [Electronic Signatures] Clinipad Patient Details: Names arriving from the Clinipad with Mc and Mac are now handled correctly. *0041681: [Electronic Signatures] When the Clinipad Link service is turned off users are now informed on the Manage Devices screen that the service has gone down, and the controls are disabled. *0041690: [Electronic Signatures] Clinipad arrival screen icons are no longer displayed if an appointment member already has a device *0041676: [Electronic Signatures] Clinipad: Spaces trimmed from the front or back of a Clinipad email address are now saved correctly. *0041284: [Electronic Signatures] Clinipad device availability now updated across workstations. *0041640: [Electronic Signatures] Clinipad devices can no longer be added while the ClinipadLink service is down. *0041639: [Electronic Signatures] Last known list of devices now returned if the Clinipad service is not available. *0041665: [Electronic Signatures] Family Appointments: 'Patient is present' checkbox removed from the Arrive Patient dialog. *0041689: [Electronic Signatures] Clinipad: 'Send on demand' Clinipad window now updates if changes are detected to available Clinipads. *0041658: [Electronic Signatures] 'Not done' on Clinipad device window changed to 'Not Done'. *0041623: [Electronic Signatures] Capitalisation fixed on 'Select a Clinipad Device' window. *0041805: [Contacts] The Contact List Info window now displays 'OK' and 'Cancel' buttons only when there is something in the window that can be edited. Otherwise, it has a single 'Close' button. *0041664: [Conversions and Tools] Improved the logging of UID validation by prefixing each log entry with the date and time. *0041485: [Reports] Fixed a problem that could change the patient 'sort by' selection in scheduled events and favourite reports when upgrading to 11.3 SP2 *0041634: [Appointments] Fixed an issue that would make appointments appear blank (without text) in the day view area of the multicolumn appointment book. *0041723: [EXACT] Fixed a serious issue with the mail template picker not being able to create label templates. EXACT v11.3 SP2 PF2 ==================== *0042066: [EXACT] Improved the robustness of the framework service so that Soeidental.Server.exe no longer crashes under heavy load. *0042167: [EXACT] Determined that all index files over 4 GB size will need to be re-indexed to match the fix for issue 0041604 (where the index file size grows unusually) *0041814: [Conversions and Tools] Merged in the XML parser code from 10.9 so that Perio XML import process no longer fails. EXACT v11.3 SP2 PF1 ==================== *0041721: [Recall Automation] Fixed an issue where EXACT would contact patients for recalls that are already booked. ========================================================= EXACT v11.3 SP2 ========================================================= *0039548: [EP2] Sirona plugin now displays error messages into the EP2 user interface when appropriate. *0041751: [Electronic Signatures] Added a clinipad license validity check. *0041534: [SMS] SMS reminders for appointments that have been deleted will no longer appear as possible matches for SMS replies. *0040565: [Recall Manager] Made an upgrade process to eliminate blank recall dates. *0039289: [SMS] Manually matched SMS Replies which cancel appointments will now properly ask for cancellation reasons. *0039133: [Short Notice List] Utilisation Mng: Rationalised the Short Notice List notes dialogue, which had been confusing. *0041154: [Short Notice List] The remove weeks for FTA and cancelled appointments setting for the short notice list has been limited to 99. *0039996: [Short Notice List] The Escape button now closes the Short Notice List Notes window and (related issue) the Enter Key functions as "OK". *0041513: [Charting] The perio PBE scores now correctly filter user keyboard input to allow validation of scores (so that users can only enter valid scores). *0041484: [Reports] Scheduler > Patient List: The 'Sort by', 'Patient From', 'Patient To' and 'Select Patient' field now appear in exports. [NZ] *0042140: [EasyPost] APAC EasyPost pre-shipped A4 blank template's return address is now in the correct location for Australia and New Zealand. *0040097: [SMS] Manually sent SMSes can now be linked to patient appointments in order to later match them to SMS replies, bringing up appointments for those patients. *0041724: [EXACT] Fixed an issue with Clicking Context Sensitive help button causing EXACT crash. *0041303: [Electronic Signatures] Added connection error handling to Clinipad so that EXACT is no longer slow in cases where Clinipad is registered but components and WAMP are not installed. *0039926: [EasyPost] Added filename length input validation for the Create Template Dialog so that users can no longer create invalid-length file names. *0041506: [Electronic Signatures] Fixed the Registration tool so the key generated for Clinipad is correct. *0041278: [Electronic Signatures] Disallowed a single patient from receiving more than one CliniPad device. *0041304: [Electronic Signatures] The race condition to add a new Clinipad device has been handled so that it is no longer possible to circumvent the maximum specified limit of devices. *0041608: [Electronic Signatures] Fixed an overlap problem in the Edit Chart Item window. *0036312: [Presentation Manager] In Presentation Manager, when creating a template, if you first select a template and then create a folder, the template you select now remains selected. *0037808: [SMS] SMS replies which cancel appointments now properly respect the cancellation reason settings for reminders, and there is no longer an incorrect assignment of reason. *0036647: [EXACT] Prevented SNL Hover Windows from "Flashing" under certain circumstances when they first appear. *0041576: [EasyPost] Fixed bug in Easypost Job Monitor where buttons would not enable on item being ticked. *0041520: [Recall Manager] Removed a leading space from recall audit entries relating to completing a recall. *0037735: [Patient File] Fixed a bug where picking a certain title in the Patient File incorrectly changed the gender of the patient. *0036374: [Presentation Manager] The sort order for the template list is now alphabetical when opened or when a new filter is selected. *0039729: [Online Bookings & Recalls] Adding an online provider configuration for recalls will now display correct information depending on whether a dentist or hygienist is selected. *0040755: [EasyPost] An improved warning message now displays when Presentation Manager is disabled and a user attempts to use a non-EasyPost letter template for EasyPost. *0040916: [Recall Automation] Tidied up some of the message text on the Recall Automation configuration warnings. *0040669: [Appointment Workflow Sidebar] Fixed an issue with the update speed of the open Chart Tab, which affected the Appointment Workflow sidebar functionality. *0039096: [EXACT] In general, tooth-specific base charting and non-base charting will now be drawn in date order on the tooth chart. *0040190: [Online Bookings & Recalls] The new patient email will now be sent correctly when a new patient record is created via online booking. *0041486: [Reports] Added exports for the Deposit Slip and Deposit Summary reports. *0040855: [Recall Manager] Made an upgrade process to eliminate blank recall dates. *0041424: [Appointment Workflow Sidebar] Fixed an error that would cause past dates to appear as first available dates on the departure list. *0041530: [EXACT] The Online booking tab is available for the appointment book activity area if the appropriate modules are registered. *0035108: [Online Bookings & Recalls] The online booking icon will no longer overlap the phone icons when the SMS phone icon appears at the top right of an appointment in the appointment book. *0041333: [Transactions] Payment methods and adjustment types cannot be deleted if they have previously been used, but payment methods can be made inactive. *0029720: [EXACT] It is no longer possible to edit the surfaces on a surface-specific chart item so that there are no surfaces charted. *0041501: [Electronic Signatures] Non-NHS databases no longer have FP17PR information appearing. *0035885: [Online Bookings & Recalls] The online booking configuration window column settings will now be saved. *0037683: [EasyPost] Allowed registration of the EasyPost module even if there is another database already registered for EasyPost, so that the Transport service no longer times out during registration. *0036444: [EasyPost] Increased the spacing between the contact icons on the contact list view so that they no longer touch. *0040146: [EP2] The Tooth Note section will become disabled if no teeth are selected in the main window area, so it is not possible to add a Note without a tooth being selected. *0041345: [Electronic Signatures] Clinipad arrival window icons and tooltips have been improved and are more intuitive. *0041308: [Electronic Signatures] Tabbing in the Arrive Patient window now works as expected. *0041307: [Electronic Signatures] In CliniPad the default button is now correctly selected in the Arrive Patient dialog. *0041334: [Electronic Signatures] Default button now correctly selected in the Arrive Patient dialog. *0041476: [Electronic Signatures] Fixed Clinipad security settings so they cover the arrivals workflow and ad-hoc form requests. *0041517: [Electronic Signatures] When the Medical History Configuration is set to use Custom Medical History forms the form is no longer sent to Clinipad. *0041326: [Electronic Signatures] Clinipad arrival window icons and tooltips are now more intuitive and the clipboard icon has appropriate tooltips. *0041521: [Electronic Signatures] Clipboards in the arrivals dialog now reflect conditions made on other workstations, so that updating the device list in the Arrival screen will cause the clipboards to present the correct information. *0039672: [EP2] Filtering by folder now works as expected. *0041260: [Electronic Signatures] Clinipad Medical tab no longer appears disabled when viewing read-only fixed form medical history *0041297: [Electronic Signatures] Clinipad device selector combobox no longer truncates long device names. *0041299: [Electronic Signatures] It is now possible to rename Clinipad devices when the maximum number of devices is reached. *0041298: [Electronic Signatures] Clinipad device configuration device name edit box is now a fixed width and no longer increases lengthwise as the Device Name increases in length. *0041279: [Electronic Signatures] FP17 status now correctly updates after editing a patient from the arrivals window. *0041348: [Electronic Signatures] Expanded arrive patient background colour now the same colour as the dialog background, to be more suitable for all Operating System Setups. *0041344: [Electronic Signatures] Adding a device with a duplicate name is no longer possible. *0040940: [Appointments] Fixed an issue where the presence of the Database Access window could cause database access when a tooltip was displayed. *0036883: [EasyPost] Improved the error dialogs when adding EasyPost support to a template. *0039881: [EasyPost] Create Template window Adding a Folder has folder name limited to 100 chars - once the name reaches the maximum length EXACT does not allow any more text to be entered *0036517: [EXACT] Presentation Manager Template selector now behaves correctly when no template is selected. *0037174: [Appointment Workflow Sidebar] Dragging an appointment from the departure list to the hold list now correctly displays the full name and will be able to be trashed. *0036882: [EasyPost] "Add Easypost Support" user interface has changed from free text combo boxes to drop down lists. *0040644: [Presentation Manager] While in the +1 template you can now press to activate the 'Create' button. *0040894: [EasyPost] Improved dialog message for creating a patient document from a template, and it is also now possible to move it to another folder. *0036422: [EasyPost] The data label for the Total in the PRX view is now correct. *0035132: [EXACT] Appointments now appear correctly on the Appointment Workflow departure list. *0040412: [Appointment Workflow Sidebar] When a user is trying to add an Appointment Workflow Custom Option, if an item with the same description already exists an error message will now be shown. EXACT v11.3 GA PF7 =================== *0040896: [EXACT] Added a tool to fix the corrupted medical history data after incorrect rollback. EXACT v11.3 GA PF6 =================== *0041570: [Charting] Fixed an issue on workstations when ExPro was not installed, so the system no longer crashes when opening the patient chart. *0041612: [EP2] Fixed an issue with inability to import images in EPS. *0041617: [EP2] Fixed an issue with EP2 Capture button in EXACT not functioning. *0041615: [EP2] Fixed an issue with Examine Pro images not appearing when EPS is switched on. ========================================================= v11.3 SP1 ========================================================= #0041275: (EVOLUTION, Holland) Fixed mismatched invoice numbers in autoallocating after Minipak import. #0034927: (Electronic Signatures) Electronic signatures are now supported through the Clinipad module. #0041232: (Electronic Signatures) Printing the fixed form medical history no longer causes a crash. #0040560: (URV) Updated the custom screen processing in the reporting database refresh to correct issues encountered with custom screens. #0039441: (Email) EXACT no longer crashes when the user clicks to send Email after deleting an attachment. #0041129: (URV) The SQL upsize process has been changed so that it is now possible to perform an 'incremental' upsize, where only records modified since the last upsize date/time will be processed #0038968: (EasyPost) Added the ability to resend EasyPost jobs #0037613: (EasyPost) Templates are no longer getting deselected when creating/deleting folders. #39995: The heading of the Short Notice List note column now also displays a note icon, to be consistent with other columns. #40396: [Appointment Search] Improved the aesthetics of the service list in Appointment Search. #40342: Improved wording on Appointment Workflow Wizard. #40493: [EXACT] Added logging for the Short Notice List gap calculation so that it is possible to see why an appointment/gap is included/excluded. Technical users can use the Magic Toolbox to view logging as it generates. #0041246: Reduced the amount of database access required to load the patient's contact tab. #0041252: Minor performance improvement opening the chart tab for patients with a lot of custom screens in historical charting. #0040665: (Appointment Workflow) Fixed a problem that could cause the departure list to stop refreshing. #0034414: (Installer) Made EXACT re-index tables while upgrading where necessary. #0041194: Fixed a crash when closing the Match SMS Reply window. #0041151: Removed an index from the DEBTOR4 table. #0039902: The cursor no longer remains in a busy status, appearing to hang EXACT, when the recall prompt appears under certain conditions. #0041238: Fixed issue where Incorrect workflow if user adds and ticks MANDREF to refer then ticks all complete. #0041195: Fixed discrepancies between the List Deposits report and export. #0041156: Fixed a crash that would occur when advancing the status of an appointment that has notes. #0039396: Fixed an issue where the SMS template description field was not updated correctly. #0041183: The list of rooms in the Appointment Book Setup window will update if the user adds or removes rooms in the add/edit appointment book wizard. #037609: EXACT will no longer crash when attempting to use a presentation manager template that is inaccessible. #0040661: Removed the "View Medical History Overdue Alert" as it did not serve any useful purpose to restrict this. #0041163: EXACT will no longer crash when attempting to use a presentation manager template that is inaccessible #0037641: The calendar controls above the appointment book windows will now change the date of the view as soon as a valid date is entered. #0041168: Improved performance in places like the Short Notice List and recall list when accessing patient sending email addresses. #0035210: Moving the patient to the chair from the sidebar appointment book now sets the patient's last visit date correctly. #0041164: Fixed issue where too many bands being offered for Advanced Mandatory Referral. #0041175: [Electronic Signatures] It is no longer possible to edit medical history directly from the Arrive Patient window. #0039601: [Medical History] Arrivals workflow now reports on all members of a family appointment, not just the first member. #0041165: [EasyPost] EasyPost job retains the value for "Extra Sides" when it is resent. #0039603: [Medical History] Medical history update prompt has been replaced by the new Arrive Patient dialog eliminating the poorly worded prompt title. #0031465: Arriving a patient, checking their details, and then arriving them again will no longer prompt about their details needing checking again. #0041131: EasyPost jobs with a blank address are failed early rather than being sent to Docmail. #0040943: Patient and specialist with long names no longer cause EasyPost errors #0039712: Restricted the available booking times of Short Notice List appointments where a minimum interval is specified. #0037658: The add to short notice list check box on the departure list will now correctly cause an appointment to be added to the short notice list when it is booked via the search window. #0040262: A provider with a code equal to a room code can no longer be added. #0040437: The mobile field in the prompt from the departure check list will now explain any validation errors when entering a mobile phone number. #0041031: Fixed some user setting interface issues for EXEVO, and defaulted some security items to off. #0041047: The departure list will no longer display recalls when the setting to display recalls is turned off. #0039309: Fixed some wording and capitalisation errors. #0037264: Fixed some missed capitalisation. #0040068: Fixed an issue where the email icon was not appearing for patients in the recall month list. #0039287: Fixed an issue that would cause the patient's primary email address to be incorrect or missing on some occasions. #0040904: Fixed issue where pilot reports were failing to send. #0040143: Cancelling Duerr VistaScan image acquisition does not display an error message. #0040970: Fixed window title capitalisation for 'No Medical History Data Brought Through' #0041108: Moved the security item for the "Invoice and Receipts Summary" report to the correct position in the security hierarchy. #0041014: Changed the use of chart unique numbers that might have caused some parts of EXACT to lose charting. #0040483: EasyPost jobs sent from Exact when running on the server were not created if the Transport service was not running at the time. #0032086: The Restrict Appointment times window has an improved display of longer days. #0032546: The message regarding the SMS home check box will no longer be displayed for New Zealand databases. #0037241: The Inbox can no longer be added to the chart activity area if the user does not have the security required to view the email window. #0040188: The user is now prompted to send a welcome email when adding a new patient via the edit appointment window (if appropriate). #0041079: Fixed a re-draw issue in the planned treatment area of the patient chart tab. #0040895: EasyPost Job Monitor date sent column sort will now sort by date correctly. #0041025: Added a new help menu item for support web portal. #0041049: Changes to charting are now being saved. #0038691: Fixed occasional issue on accessing Tasks - "Exception error occurred in the Wpf Wrapper control" #0041016: Fixed an Email Security Issue. #0040803: Fixed an issue with adding images in email templates. #0040962: Fixed a problem where, under some rare circumstances, charting wouldn't be created with unique numbers. #0038481: Fixed a crash in the Appointment Book. #0040630: Removed the medical questionnaire and alert checkboxes from the Add Patient dialog so that the "Med Alert" option can no longer be unticked. #0040628: Removed the medical questionnaire and alert checkboxes from the Add Patient dialog. #0040393: (EasyPost) EasyPost address validation is now applied to single and multiple Recall Manager contacts. #0040922: Text labels for custom screens no longer have trailing spaces #0040977: The upgrade lock state is cached on each workstation to improve performance, and there are no longer multiple 'Get upgrade lock' messages. #0031678: Provider hours are now correctly calculated when creating a new provider. #0041003: Fixed a crash on the Block Rota window. #0040803: Fixed an issue with adding images in email templates. #0035506: (EPS) The context menu for the Images tab now displays only options that are relevant. #0040877: Added an upgrade process that deletes a service with a blank code if it is present. #0040802: (EXHANCE) Images with 16-bit (or higher) colour depth are now converted to 8-bit when imported into EXHANCE and can now be edited as expected on the xray tab. #0040850: EXACT will now pick a text size that does not cause monitor window content to be truncated on the vertical axis. #0038402: [Appointment Workflow Sidebar] Services with ampersands will no longer cause problems in the departure list. #0040582: (Utilisation Manager) When a hygienist treatment is TCed and the hygiene recall date is moved on, the workflow manager no longer still shows the previous hygiene recall date. #0039439: (EPS) In EPS it is no longer possible to move an image to a 'blank' patient or to the same patient. #0040680: Fixed an issue with Resubmitting individual chart service printing wrong statement balance. #0040503: Changed the discount setting layout on the patient payment Window. #0040756: [Charting] Invoice notes and Clinical Necessity notes are no longer editable when the treatment plan is inactive. #0040687: [Charting] The tooth Surfaces and Drawing windows are now read-only when the chart item is un-editable, and the surfaces can therefore not be changed. #0039849: [Appointments] Fixed an iussue where you could not drag appointments from hold list to time slot (this only happened with 'Allow double booking' NOT ticked in the appointment book settings) #0039832: Fixed the overlapping of the surfaces control with other fields on the Select Tooth Number window, and prevented charting information being lost when switching between windows. 0036944: Record headers will not be exported any more when exporting custom screens, fee schedule etc, and it is now possible to import custom screens from version 10.16. #0035542: Capitation vs Private Report - Details column - Fixed some aesthetics on the Capitation vs Private report #0035540: [EXACT] Capitation vs Private Report - floating 100% figure - Fixed some aesthetics on the Capitation vs private report. #0040672: [Online Bookings & Recalls] The Warning prompt when deleting a service that is used for online appointments will no longer contain scrambled characters. #0040493: [EXACT] Added logging for Short Notice List actions. #0040617: [Exports] Removed the trailing spaces from the provider/location and payor header fields in exports. #0040431: [EasyPost] Patient's full name is now used for the address block. #0039373: [EasyPost] Contact list - When sending single and multiple EasyPost to a contact list the address validation is performed before each job is created. #0040576: (Presentation Manager) Fixed problems with adding and editing filters in Presentation Manager. #0040577: (Presentation Manager) Fixed problems with adding and editing filters in Presentation Manager - deleting a folder. #0038317: (Presentation Manager) Fixed problems with adding and editing filters in Presentation Manager - edit folder window. #0040586: (Presentation Manager) Fixed problems with adding and editing filters in Presentation Manager - No warning/tooltips indicated the input characters invalid. #0036373: (EasyPost) Fixed problems with adding and editing filters in Presentation Manager - where OK button stays greyed out. 0036390: (EasyPost) Removed unnecessary black highlight in Job Monitor fields. #0040431: [EasyPost] EasyPost: If title not saved, only patient's last name appear at the address block #40504: Fixed an issue that allowed service categories with no description to be created. #39714: [Logon Screen] Reworked the past dates login checks. #38364: [Utilisation Manager] Match SMS Reply dialog reply text will now resize correctly when the dialog is resized. #39948: [Appointment Workflow Sidebar] Custom options on the Departure Task List now update from a database change, so for example, if a Receptionist has a custom task appear for a departure list item and completes it, the Departure Task List now updates correctly on other workstations. #39878: [Utilisation Manager] Short Notice List keyword settings will correctly disable controls when no keywords exist. #39466: [EasyPost] Rectified an issue where mail templates which end in a space did not show up in the mail template picker. #38147: [Appointment Workflow Departure Task List] Patient's name now appears on the Appointment Workflow checklist complete dialog, and in the heading in the Departure Task List. #36480: [EXACT] The 'X' button now properly closes Presentation Manager. #40091: [Utilisation Manager] The short notice list tool tip button text will no longer overlap when an applied custom windows theme has larger font sizes. #40212: [Queries / Treatment Plan] Added extra instruction to query dialog tip section. #40512: The database merge no longer crashes on Windows 8 after the completion message displays. #40343: Removed unnecessary capitalisation from Appointment Workflow wizard. #40488: Fixed an issue with Multiday where if you moved an appointment from the past to today/future, EXACT incorrectly objected that it had changed and it wouldn't be saved. #40436: [Appointments] Fixed an issue where the service field on the Edit Appointment window would truncate the service list if there were more than 15 services entered. ------------------------------------------------------ 11.3 GA PF4 #0041089: Fixed an issue with SOEDBService crashing with no warning. #0035725: The connection is no longer lost when on the EXACT server and running the Debtors List report. ------------------------------------------------------ 11.3 GA PF1 #0040694: Fixed an issue with recall automation where recalls on the last day of a long month would be skipped when the current date is the end of a short month. #0040764: Fixed an issue with export file from contact lists. #0040705: Improved the performance of the Short Notice List. #0040694: [Recall Automation] Short/Long months no longer result in people not receiving any contacts. #0040753: [EXACT] GP17 - Added new 5202 service for Scottish charting. #0040325: [EXACT] GP17 - Cells now appear on GP17 form for service 1551(deciduous). _______________________________________________________________________ v10.16 SP8 --NEW FEATURES-- N/A --IMPROVEMENTS-- N/A --FIXES-- #40286: Appointments no longer 'disappear' from the Appointment Book when a users changes the provider for a linked appointment on the single-column appointment book. #40287: (APAC) EXACT workstation now installs correctly on server PCs. Added exception handling when accessing WMI property data. --KNOWN ISSUES SPECIFIC TO THIS RELEASE-- N/A _______________________________________________________________________ v10.16 SP7 --NEW FEATURES-- N/A --IMPROVEMENTS-- #39031. RCO improved This affects the dialogue that pops up when the system registration is expired or close to expiry. The order of screen information in the Registration Prompt has been improved: #38930. Added Presentation Manager support for MSWord 2013 installs that are not in MSI mode Presentation Manager now works with MSOffice or MSWord 2013 Click-to-Run installations, in addition to installs that are in MSI mode. #31409. Contact List creation from the appointment book is now controlled by security settings Only users with the Create Contact Lists security setting enabled will now be able to create Contact Lists from the Appointment Book Contact List tab +1 button. #0038647. Emails from Software of Excellence now go to the Main Inbox When EXACT users with EXDOCe registered email Support from the "Create New Email Now" button in the Help>Email Support Section, the reply Emails from SOE domains no longer go to the Email Support Inbox but to the Main Inbox #39740. PDF file size for reports The file size of PDF attachments for reports has been significantly reduced, so that the PDFs can be sent by email. #40098. Magic Toolbox A diagnostics utility has been added to the installer, for use by technical support personnel. This has no interaction with or impact on EXACT. --FIXES-- #40388. (SP7 PF1) Fixed an issue with email server not starting on some XP machines. #40037. Appointment Workflow Sidebar – Custom Options Messages It is now possible to select more than one of multiple custom options on the Appointment Workflow. Clicking OK to the first message prevented the remaining custom option messages from displaying. Completing them caused these remaining Custom Options to be recorded as Failures. #39821. Database Upgrade changes have now been removed In a previous version, additional functionality was added to archive and re-create existing database tables, and to warn when tables are missing. This has been removed as it is now considered possible that it may cause errors. #39770. Fixed an issue where Email/SMS appointment reminders were sending to patients who had been booked within the reminder time Added a setting for appointment to control Email/SMS reminders when booked within the reminder time. The setting will be ON by default, so most sites will not notice any changes. Only sites who don't want to send past reminders will need to turn this setting OFF. #39738. Added a Support tool to deal with an issue where a patient's last appointment date is incorrectly set In certain cases, the Last Visit field in the Recalls tab was not showing the date that the patient last had an appointment but the date the record was last saved. This affected areas of EXACT such as the last.visit merge field when used in patient communications. We've added a support tool so that dental practices who encounter this issue can choose to re-calculate their date or wait until the patient attends a later appointment. #38926. Fixed Erroneous CPU details in HELP > About > Computers EXACT now reports the CPU and processor speeds correctly. NOTE: The hardware audit information for each machine is only updated when a user logs onto that machine. #30842. Fixed an issue where the MISC tab label was not displaying when a user accessed the Chart Tab The MISC label now displays correctly on the Misc tab in the COT area when a user opens the Chart Tab in the Patient File. #39578. Fixed an issue with charted tooth number applied to xray taken in ExaminePro When a user loads ExaminePro images into the chart history window, the images no longer have tooth numbers applied to them when the Provider charts tooth-specific services such as fillings. #39851. Upsizing a database Email addresses are no longer missing after upsizing the database. #39939. Appointment Workflow Sidebar query When you are doing a query and you need a relative date range in order to select the right patients, Exact now correctly creates a custom option for every patient that falls under the query. #40046. Domain protection for new online bookings production domains New online bookings production domains now have domain protection. This is a fix for an issue where Online Booking was incorrectly uploading time when on the domain, in spite of a configuration option to prevent it. #40154. Added missing server install files Fixed a bug where updating data from the server installer failed to include pxclib40.dll --KNOWN ISSUES SPECIFIC TO THIS RELEASE-- N/A -------------------------------------------------------------------