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Release Notes (v1.5.5.14) – April 2021
Jump to: Bug Fixes | Product Enhancements |
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ID |
Category |
Summary |
|
2690 |
eGOS England |
A new eGOS management window has been added
with multiple changes / improvements: ·
New
menu button on the patient record ·
Updated
design layout with images on buttons to make it easier to see which claim is
being created ·
A check
is made when creating a new claim to see if another claim is already ‘In
Progress’ (this will prevent confusion where a claim cannot be created as
another already exists linked to the same sight exam) ·
eGOS1
claims can now be created automatically when a patient Is marked as ‘Attended’
(option can be enabled Setup->Branch
Record->Integration) ·
A
housekeeping routine has been added that will remove claims that are older
than 7 days, marked as ‘In Progress’ with no exam linked and no patient
signature ·
Window
is movable ·
Right-click
menu with options to delete a claim and submit a claim |
|
497 |
Stock Take (3 votes) |
The ability to delete entries from a stock take has been added, to
delete an entry use the right-click menu option ‘Delete Item’. |
|
909 |
Dispense (2 votes) |
A change has been made so that the lens
selector ‘Vision Type’ will default to the vision type on the associated dispense.s |
|
731 |
Dispense |
A new option has been added that allows a default supplier to be set for the lens selector. The new option 'Default Supplier' can be found in ‘Setup->Orders->Dispense’ There are 3 options: ·
Blank:
Nothing selected (default) - No Supplier is selected in the Lens picker and
the search runs for all suppliers. · 'None': No supplier is selected in lens picker and the search will not run until one supplier is selected. · Supplier: selected - The search will run only for the selected supplier.
|
|
1730 2566 |
Communication |
New merge fields have been added: · ppTestTypeDescription: prints the ‘Test Type’ from the clinical record (i.e., Primary Examination) · NextAppBranchAddress prints the branch address for the next booked appointment for a patient (i.e., 32 Church Street, Malverm, WR14 2AZ) · NextAppBranchCompany prints the company name where the next booked appointment for a patient is to be performed (i.e., Optinet Opticians) · NextAppBranchDescription prints the branch description where the next booked appointment for a patient is to be performed (i.e., Malvern) · NextAppDate prints the date of the next booked appointment for a patient (i.e., 12-02-2021) · NextAppReason prints the appointment reason of the next booked appointment for a patient (i.e., Private Sight Test) · NextAppDate prints the name of the staff member that next booked appointment for a patient is with (i.e., Mr R Smith) · NextAppTime prints the time of the next booked appointment for a patient (i.e., 11:00) · ppNextAppDateNoSlashes prints the date of the next booked appointment for a patient, without the slashes (i.e., 12022021) |
|
1822 |
GOS |
It is now possible to change the forms that are linked to the quick-print buttons on the patient record. The settings are per branch and can be found in Setup->Communication-Forms.
|
|
1874 |
Recall / Online Booking |
It is now possible to generate and embed a QR code in recall letters & emails, enabling patients to scan the code with their smartphone and be taken directly to the online booking site. The code needs to be generated first in setup.
|
|
2663 |
eGOS England |
Addresses an issue where cyls were not being combined when selecting a test using the ‘Select Test…’ button. |
|
2707 |
Appointment Diary |
The ability to Drag and drop appointments in ‘1-Day’ view has been implemented. |
|
2451 |
Appointment Diary / Online Booking |
The ‘Online Alias’, used by the online booking system, is now displayed on-screen in the diary setup screen – making it much easier to review online diary settings.
|
|
2584 |
Dispense |
We have amended the field label ‘FFV’ to ‘FFV / Corr.’ Where ‘Corr.’ stands for corridor length.
|
|
2624 |
Till |
The patients age is now displayed in the till below the reference number in the ‘Patient’ box.
|
|
2667 |
eGOS England |
A warning & confirmation box has been added when selecting a sight examination that is older than 1 month.
|
|
2739 |
System |
A PDF viewer has been added to FLEX to allow PDF files to be viewed without the need for 3rd party software.
|
|
2622 |
Patient Record |
Added support for Guernsey Tax Identification Number (Social Insurance Number). There is a new field in Setup->Branch called ‘Locale’ which needs to be set to ‘Guernsey’. An automatic system fix will enable this if ‘Guernsey’ is found in the branch address field. The field label will change to ‘S.I. No:’ and the text format will change.
|
|
2709 |
eGOS |
A new eGOS widget is now available to add to the homescreen, giving an overview of claims by date and status
|
|
ID |
Category |
Summary |
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593 |
Patient Record |
‘Patient Spend’ now has an option to include
scheme payments in the total spend calculation |
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1794 |
Appointment Diary |
When making slots available online, if the appointment reason against
the selected slots has not been made available online the user will be warned
and given the choice to upload it. |
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1807 |
Appointment Diary |
Appointments added to the diary via the
online booking system will now have the same ‘Slot Restrictions’ applied to
them as appointments booked into the diary within FLEX. |
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1830 |
Appointment Diary |
The ‘Private / NHS’ flag has been added to the online booking review
screen in FLEX, to allow more informed decisions to be made at the time of
booking. |
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2296 |
Clinical Records |
When saving the clinical record and no optometrist
had been selected, an integrity warning was being displayed – this has been
replaced with a popup selection window which is more user friendly. |
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2384 |
Contact Lens |
The ‘Design Options’
field has been added to the contact lens summary screen |
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2587 |
Word processor |
Documents with a file size of greater than 2mb are now highlighted and a red warning message is displayed. The most
usual reason for this message to appear is a large image file (logo)
has been used. |
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2588 |
Dispense / Order |
Where a FFV of zero has been supplied then ‘0’ is now printed on the
order report |
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2593 |
Dispense / Order / Zeiss |
The ‘Frame Type’ is now sent in EDI orders
to Zeiss |
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2600 |
Patient Images / Files |
It is now possible to add a ‘Default Group’ per
computer for the ‘Files / Images’ tab
on the patient record. |
|||
2601 |
System |
When setting permissions for viewing
screens in FLEX, ‘Diary’ has been renamed to ‘Appointments’ for continuity. |
|||
2633 |
Clinical Records |
Pressing ‘CTRL+R’ or clicking the ‘Close’ button brings up a
confirmation box with options to ‘Close & Delete Test’ or ‘Go Back’ – the default option has been changed to ‘Go Back’ |
|||
2639 |
Sight Exam Records |
The label ‘No NHS Rx option was selected’
has been changed to ‘No Rx option has been selected’ |
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2645 2717 2273 |
GOS Forms |
The following new merge fields have been added to work with the new GOS
form layouts:
|
|||
2689 |
Till / Sage |
It is now possible to change the sage till
export option to use sales data or payment data |
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2670 |
eGOS England |
An option has been added, to the branch settings, that when enabled
will force the voucher values on GOS3 & 4 to be automatically pre-populated
based on the voucher issued by the optometrist. A second option will appear in the eGOS claim window, if the above branch
option is enabled, to allow the values to be changed if needed. |
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2701 |
Stock |
Stock records are now only visible for the
branches that a staff member has been given access to (Setup->Staff /
Roles->Staff Record->Branch Access) |
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2708 |
eGOS |
The supplier’s details (highlighted in the image below) are no
longer printed on the GOS3 takeaway voucher report. |
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2745 |
Reporting |
The transaction time has been added to
the ‘Sales by Item – Detailed’ report. |
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2746 |
Reporting |
A new report has been added, ‘Sales by Item by
Cashing Up’. It is a copy of the ‘Detailed Sales by Item’
report except it used the cashing-up date and not the transaction date. The
report will need to be made available to staff members, via their role in
setup. |
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2750 |
Appointment Diary |
Additional checks have been added so that a
diary ‘Chair’ cannot be made inactive (hidden) if
appointments are booked for that chair in the future. A warning has been added when making an ‘Appointment Reason’ inactive if there are appointments still
booked against that reason in the future.
|
|||
2772 |
eGOS England |
When submitting eGOS3 / 4 & 5 claims a prompt now appears that displays
the total value of the claim, this is to ensure accurate claims are submitted
for the business. |
|||
Jump to: Features | Product Enhancements |
|||
ID |
Category |
Summary |
|
2089 |
Staff Hours |
Addresses an issue where the appointment duration does not change when the reason is changed within ‘Staff Hours’ in diary setup. |
|
2173 |
Clinical Records |
Addresses an issue where the ‘Referred by’ tick box was being carried
forward from the previous examination |
|
2206 |
Patient Images |
Addresses an issue switching between
patient records and then opening the patient image window, there was a delay
in clearing out the images, so the previous patient images were displayed (only
for a fraction of a second) which was causing confusion for some users. |
|
2315 |
Contact Lens Orders |
Addresses an issue where ‘Qty’ & ‘Pack Size’ were not being printed on the C/L order report when the ‘Auto-Print’ option was enabled (manual order printing is working fine) |
|
2317 |
Dispense |
Addresses an issue where you could sell an archived frame by using the barcode entry box. |
|
2354 |
Appointment Diary |
Addresses an issue where the ‘Find Free Slot’ feature changes the display order of the diary rooms after a booking has been made. |
|
2444 |
Cashing Up |
Addresses an issue where changes made to the petty cash figures whilst a cashing up is in progress were not being included. |
|
2486 |
Dispense |
Addresses an issue where the ‘Select Receipt’ window appears and is empty when posting a dispense to receipt. This was because there were no active receipts for ‘today’. |
|
2580 |
Letter Templates |
Addresses an issue where a newly created ‘Letter Group’ was not visible until after FLEX was restarted. |
|
2583 |
Patient Record |
Addresses an issue
where a duplicate patient record could be created, under very specific circumstances,
when creating an appointment with a length that does not fit the slot length |
|
2605 |
Appointment Diary |
Addresses an issue where an SMS was being scheduled for a patient with no mobile phone number; only when an online booking was added to the diary |
|
2611 |
Contact Lens |
Addresses an issue where loyalty discounts were not being applied when posting contact lens order to the till |
|
2625 |
Branch Settings |
Addresses an issue where the NHS eGOS password was not masked when viewing the branch record, it was when editing |
|
2628 |
Appointment Diary |
Address an issue where the patients address was not being correctly capitalised when added / edited through the diary |
|
2631 |
Dispense |
Addresses an issue where dispenses sometimes displayed in the wrong order. |
|
2634 |
eGOS England |
Addresses an issue where the date filter was not including the time element
of the claim, resulting in some claims not displaying (patch 008 in
1.5.4.26) |
|
2637 |
Sight Exam Records |
Addresses an issue where more than one ‘Rx
Option’ could be selected where only one should be allowed |
|
2647 |
Equipment Link |
Addresses an issue where the Thomson Phoropter software always returns
an axis even if no cyl is present, this is not accepted under eGOS rules. |
|
2660 |
System |
Addresses an issue where an error message
appears when entering setup (due to 2 controls having the same name) |
|
2672 |
Patient Record |
Addresses an issue when using ‘Address Lookup’ on a family member that
there was no option to update all family members |
|
2685 |
OPS |
Addresses an issue where past payments were
marked as ‘Ad-Hoc’ when they should have been marked as ‘Scheduled’ |
|
2705 |
Appointment Diary |
Addresses an issue where the wrong appointment is selected when using
the ‘Go to patient record’ / ‘Go to appt.’ options |
|
2713 |
Homescreen |
Addresses an issue where FLEX would freeze
when editing a task on the ‘Staff Tasks homescreen widget. |
|
2724 |
Files \ Images |
Addresses an issue when trying to import a HTML file would cause FLEX
to crash. The import file filter now only allows valid image files and PDF’s. |
|
2741 |
Contact Lens Orders |
Addresses an issue where repeat CL orders
were being assigned to the wrong person, now they are assigned to the staff member
who added the ‘Repeat Order’ request originally |
|
2742 |
Dispense |
Addresses an issue where dispenses could be accessed by staff members
where the branch the dispense was created was not in their branch access list
on their staff record |
|
2760 |
Dispense |
Addresses an issue where the ‘Range
Checker’ was not correctly transposing when using a minus cyl |
|
2780 |
Till |
Addresses an issue on multi-branch systems where the wrong item may be sold
because the same barcode is in use at multiple branches. |
|
2786 |
Till |
Addresses an issue where receipts for
patients could be viewed even when then the active user did not have rights
to access the branch where the receipt was created. |
|
Release Notes (v1.5.4.24) / Summer 2020
Jump to: Bug Fixes | Product Enhancements |
|||
ID |
Category |
Summary |
|
163 |
Till |
The ability to take a payment against a
receipt that was created at another branch has been added (applies to
‘Cash’, ‘Card’, ‘Cheque’ and ‘Patient Account’ payments). |
|
794 |
Patient Notes |
A ‘Group’ option can now be selected when adding a patient note. Patients note groups are added in Setup->Patients->General (default groups of ‘Patient’, ‘Appointment’, ‘Clinical’, ‘Dispense’ & ‘Till’ are added when FLEX starts) Patient notes can be filtered by group when viewing the table.
|
|
1176 |
Lens Catalogues (3 votes) |
It is now possible to edit the details of
treatments. A double-click on a treatment in the ‘My Tints & Coats Prices’
tab allows the sales group, cost price, retail price and formula to be
changed – additionally the treatment code, description and type can be
changed for treatments in custom catalogues. |
|
1415 |
Contact Lens Record (5 votes) |
Addresses an issue where the lens details stored as the primary pair
would be removed if another pair was marked as
secondary. |
|
1889 |
Online Booking |
The patient matching algorithm has been
updated so that the list of patients returned is much more accurate. i.e. If the patient record has a middle name
stored but the patient does not enter this via online booking, the patient
will still be matched (previously they would not be). |
|
1982 |
Online Booking |
Information entered by the patient when making an online booking can
now be copied across to the 'chosen' matched patient record. This is then
updated into the patient record. Click this icon next to the patient data you wish update on
the patient record. |
|
2107 |
Online Booking |
A new option has been added that lets the
user search for the patient record to link to an online booking, this is
particularly useful when there is not a 100% match (matched fields may
have changed since the patient record was added). |
|
2420 |
eGOS England |
eGOS4 claims can now be sent. |
|
2433 |
Equipment Links |
Integration with Essilor AVA has been added
(read
more about Advanced Vision Accuracy) ·
Import
Rx: Prescription can be imported
into an Rx tab of the sight test record o There is a ‘Reset Tab’ option to erase the
imported Rx if needed ·
Import Tonometer: Pressure data can be imported into the
IOP tab of the sight test record |
|
2438 |
eGOS England |
Whenever a GOS claim (GOS1, GOS3, GOS_VO, GOS4) is opened the
patient address is reloaded automatically. This update means that if an
address is corrected after a claim has been created the address on the claim
will always be correct. |
|
2454 |
Branch Access |
Branch access restrictions have been extended
to the following areas: ·
Branch
Setup ·
Orders ·
Till ·
Schemes ·
Vouchers ·
Discovery ·
Dashboards ·
Data
Cubes ·
Stock ·
Diary ·
Management
Home Screen Widgets 1.
Where
there is a branch selector, only branches that a staff member has been given
access to will be listed. 2.
Where
an ‘ALL’ option exists, only branches that a staff member has been given
access to will be included. 3.
Branch
access is set ‘Menu->Setup->Staff / Roles-><double click the
staff member>’ |
|
2469 |
Lens Catalogues |
The ‘Silhouette’ lens catalogue has been added. It can be accessed via
the ‘Download SF6 Catalogues’ option within ‘Setup -> Orders -> Lens
Catalogues’ |
|
2473 |
eGOS England |
The timeout when capturing a signature has
been increased to 120 seconds, following feedback from practices that some
patients were finding it hard to sign within the shorter timeout previously
set. |
|
2478 |
System |
A new option has been added to the system menu, ‘Check for Patches’,
that will download any outstanding high priority patches. |
|
2524 |
RDS / Groups Setup |
A new ‘Groups’ section has been added into
setup, with an option to ‘Restrict Patient Search’ results to those at the
branches that the currently logged in user has been given access to. |
|
Jump to: Headline Features | Bug Fixes |
|||
ID |
Category |
Summary |
|
803
/ 1651 |
Patient Images |
When adding an image, using the ‘Load
Image’ button, it is now possible to add a ‘Group’ and ‘Left / Right or N/A’
marker. The same details can also be edited when double-clicking an image
that has previously been added. |
|
1761 |
GOS Form Printing |
It is now possible to print GOS forms for any sight test visit. Select
the test record in the examination table window and then choose ‘Print->Form (GOS1 etc.)’ |
|
1806 |
Appointments / Online Booking |
The availability message when editing /
viewing an online booking has been changed to ‘The downloaded appointment
matches an available slot in the diary’. It was reported that the previous
message was confusing/ |
|
1869 |
Appointment / Online Booking |
An additional check has been added before an online appointment is
committed to the database to ensure it cannot conflict with a booking being
made in-practice at EXACTLY the same time. |
|
2352 |
System |
All instances of ‘Sight Test’ have been
replaced with ‘Sight Exam’ to provide a more professional & consistent
approach. |
|
2336 |
Stock |
A new right click menu option has been added to the stock table, ‘Copy Desc / Barcode’, copies the description or barcode of the
currently selected item (dependent upon whether the stock header line or
stock price line is selected). |
|
2375 |
Staff Tasks |
The ‘Date Opened’ field has been added to
the list of available columns. It is hidden by default to maintain current
functionality; it can be enabled by selecting the table menu option ‘Select
columns -> Opened Date’ |
|
2390 |
Lens Catalogues |
Changes have been made to speed up the process of copying lenses from
the supplier catalogue into the ‘My Lens’ or ‘Custom’ catalogues. A right-click menu replaces the previous drag and drop option (performance
issues with drag and drop on large numbers of lenses). Select ALL lenses in the view by
holding down the Control Key and
pressing A. |
|
2395 |
XERO Integration |
Xero have implemented a new authentication
method; the previous version will be disabled in December 2020. If you are
using the Xero link please contact support to ensure you have been updated
prior to December 2020. |
|
2417 |
Lens Catalogues / Pricing |
There is a new screen available that allows treatments to be assigned, in
bulk, to custom catalogues. Choose lenses by multi-selecting from the lens
list, add lenses by right clicking the lens window. The same process is used
to add the treatments that should be applied to the chosen lenses. Use the
‘Apply’ button to finish. |
|
2422 |
Dispense |
A new field type, ‘Date of Birth’, has been
added to the dispense ‘Extra Measurements’ screen. This may be seen for
certain lenses that need it in the Hawkstone lens catalogues. |
|
2436 |
Patient Account |
The ability to view patient account activity has been added by double-clicking
the balance on the patient record. |
|
2438 |
eGOS England |
Whenever a GOS claim (GOS1, GOS3,
GOS_VO, GOS4) is opened the patient address is reloaded automatically.
This update means that if an address is corrected after a claim has been
created the address on the claim will always be correct. |
|
2445 2448 |
eGOS England |
Added an option to copy the patient address down to the address box in
the patient declaration section on GOS1. The option is only visible when: ·
‘I am the patient’s parent’ or ‘I am the patient’s
carer or guardian’ is ticked ·
The patient address is editable and empty One of the options must be ticked before the patient’s signature
can be captured (2445) |
|
2453 |
Lens Pricing |
A new ‘Quick Prices’ window has been added
to the ‘My Lens Prices’ tab in setup. The new screen allows the mass update of
Lens: Sales group / cost price / retail price / eyeplan
prices |
|
2456 |
Communication |
A new timeline origin has been added ‘MARKETSPECIAL’ – it is used when
adding to timeline from any of the menu options in ‘Data Mining’ and where
the recall preferences have been chosen. It is intended for use when sending
out important announcements to practices that are not recalls but which are
not classed as marketing (for which you should always choose to respect
the marketing preferences of the patient). |
|
2478 |
System / Updates |
A new option has been added to the system
drop down menu, ‘Check for High Priority Patches’, allowing the user to
manually trigger the same check than happens when FLEX first starts but
without the need to restart FLEX. |
|
2479 |
System |
We have made improvements to the messaging system in FLEX, notifications
will appear in the top frame of application window. Click the notification to
view the message. |
|
2491 |
System / Patches |
Changed hosting company for patch files. |
|
2492 |
Dispense / Till |
Following feedback from practices, it is now possible to disable the
‘Deposit’ option in the dispense screen – forcing all deposits to be taken
via the till. |
|
2506 |
eGOS England |
The ‘Voucher Type’ labels have been updated
on GOS1 & GOS3. |
|
2509 |
Lens Catalogues |
It is now possible to export & import lens prices (prices only
or entire catalogue). Export: will export all lens
catalogue data to the pc Import: choose to import
everything back in or prices only (runs through the export file and finds
those lenses in FLEX and then updates the price). |
|
2518 |
eGOS England |
Five new error codes & descriptions
have been added (handed down by PCSE). |
|
2542 |
Reporting |
·
Over Payments Sales group has been renamed to
Patient Account. ·
Patient Account Sales Group no longer appears in
Payments by group report. |
|
2547 |
CL EDI Ordering |
A change to how EDI codes are stored for Coopervision has been
implemented, allowing different EDI order codes to be used for different pack
sizes. Update your Coopervision catalogue to
download the EDI order codes into FLEX. |
|
2548 |
OPS |
When setting up OPS records the collection date will now default to the
first allowed day of the list of payment days. |
|
2549 |
Lens Catalogues |
The ‘Rhein Vision’ catalogue has been
added, it can be downloaded in Setup->Orders->Lens
Catalogues->Download SF6 Catalogues->Rhein Vision |
|
2533 |
System |
An option has been added to change how images & correspondence is
stored on the hard drive. For more information
please contact support. |
|
Jump to: Headline
Features | Product Enhancements |
|||
ID |
Category |
Summary |
|
1655 |
System |
Improvements made to the mail merge procedures. |
|
2016 |
System |
Validation added to the branch table when enabling ‘Online Booking’ |
|
2039 |
Reporting |
Addresses an issue where the ‘Credit Item’
report returned no data (patch 057 was released for v1.5.2.x) |
|
2134 |
System |
Addresses an issue where the ‘Hawkstone EDI URL’ was being changed when
updating lens catalogues |
|
2180 |
ST / CL Records |
Addresses an issue where newly added
occupations were not appearing in the list until after a restart |
|
2186 |
Stock |
Addresses an issue where the incorrect stock movement was displayed
when opening a stock record by double-clicking the stock price record in the
stock listing window. |
|
2280 |
Formulae |
Addresses an issue where deleting formulae
did not work. |
|
2283 |
Lenses |
Addresses an issue where the treatment cost price was being displayed
instead of the retail price, in the setup windows. The price column has now
been removed as it is not needed and was not meant to be displayed. |
|
2285 |
ST / CL / PE Records |
Addresses an issue where text could be
entered into the results column where there was not a procedure (cascading
input has been disabled). |
|
2306 |
Clinical Billing |
Addresses an issue where attempting to delete a
clinical billing ‘Quick Pick’ would not work. |
|
2312 |
Eyeplan Setup |
Addresses an issue where the Eyeplan user
password was not masked and could be viewed within the staff record, if the user had access to the staff setup. |
|
2319 |
Till Setup |
Addresses an issue where fees were only displayed to 1 decimal point IF
the ‘Combine fees on receipt’ option is enabled in till setup. |
|
2360 |
eGOS England |
Addresses issues where the following fields
were not being correctly populated on GOS1 claim: ·
Today’s
date in the patient’s declaration ·
Early
retest code ·
A new
or changed prescription was issued ·
An
unchanged prescription was issued |
|
2416 |
System |
Addresses an issue where an attempt to delete a printer does not work. |
|
2442 |
System |
Erroneous characters (i.e.
&) that would cause submission errors are now removed or prevented
from being entered. |
|
2426 |
System |
Addresses an issue where background procedures use a global branch
variable (giActiveBranch) which can be
changed when the procedures are running, potentially leading to problems. |
|
2437 |
eGOS England |
Addresses an issue when viewing a claim
through ‘Business Intelligence’, after cancelling the selected claim line is
not respected and the pointer returns to the top of the list. |
|
2460 |
Stock Branch Transfers |
Addresses an issue where blank spaces should have been ignored in the
colour field when transferring stock between branches. |
|
2476 |
Stock |
Addresses an issue where stock items with a
zero quantity were displaying with a blank qty column, they now display a zero. |
|
2477 |
Orders / WIP |
Addresses an issue where the WIP list was not updating to reflect the
options selected in the menu on the left. |
|
2500 |
System Mail merge |
Addresses an issue where the merge field ‘Doctor.DocFullName’ will merge a name even when no doctor
has been assigned to a patient. |
|
2501 |
eGOS Englanf |
Addresses an issue where the HC2 entitlement tick box was not being
selected and the certificate number was not being transferred onto the GOS
claim. |
|
2507 |
Corporate |
Addresses an issue where the staff members
title is the same as the patient title on the detailed corporate report. |
|
2546 |
System |
Addresses an issue where the ‘Patient Merge’ utility would crash if a
patient had an OPS record. |
|
Release Notes (v1.5.3.49) – January 2020
IMPORTANT:
This update includes changes to the TILL system, please ensure all staff members understand the
changes ·
There are new windows
for: Refund / Void / Discounts ·
You are no longer able
to post items to an old till receipt. As such the ‘Post to receipt within X
days’ option in the branch setup has been removed. An old receipt is classed
as anything that has been cashed up or is not on today’s date. ·
Staff role permissions
have been updated. ‘Allow Credits, Refunds and Discounts’ are now set using a
single role option. ·
There is a new “Allow
Test Fees” column in the sales group setup, ticking the checkbox against a
sales group instructs FLEX that sight test vouchers can be used to pay off
items in the till that are assigned to the sales group. ·
You can no longer change
the amount of an item that has been credited or discounted. ·
The authentication
process between FLEX and XERO needs to be updated before FLEX can send
further uploads to XERO – contact support for assistance. Additional changes are listed in the
notes below. |
POPULAR
REQUESTS / NEW FEATURES
(v1.5.3.45) |
Jump to: Bug Fixes | Product Enhancements |
||||||||
ID |
Category |
Summary |
|||||||
2268 |
Stock |
A stock take app has been developed and can
be downloaded for Apple & Android. A stock take can be started on the app and
then downloaded directly into FLEX for reconciliation. To find out more
contact the helpdesk. |
|||||||
432 |
Patient Record |
The ability to add an alternate address for a patient has been added.
The duration that the alternate address is active for can be set and once
expired the primary address will automatically be re-instated. |
|||||||
654 |
Equipment Link |
An equipment link has been added to read a
prescription from a Topcon
CL-300 lensmeter. The ‘Remote
Control’ is accessible from the ‘External Link’ menu in the ‘Pre-Exam’ screen
and the sight examination screen (clinical & non-clinical). When
used in clinical records, the prescription is imported into the active tab. |
|||||||
860 |
Sight Exam (4 votes) |
The sight examination window can be maximised, the contents will be
scaled accordingly to fit the window. |
|||||||
1201 |
Stock / Till |
The ability to create ‘Store Promotions’
has been added. Discounts can be set for a supplier or a brand, an date range for when the promotion is valid can also be
set. Promotion discounts are automatically
applied at the point of till or dispense. |
|||||||
2037 |
Sight Exam |
‘Corneal Thickness’ has been added to the ‘IOP’ tab. |
|||||||
2114 |
Dispense |
|
|||||||
2115 |
Equipment Link |
An
equipment link has been added with the Henson 9000. The
‘Remote Control’ is accessible from the ‘External Link’ menu in the
‘Pre-Exam’ screen and the sight examination screen (clinical &
non-clinical). Each option on the remote control will launch the Henson software,
passing through the patient name, FLEX patient ID &
date of birth. Additional selection windows appear for ‘Drivers
test’ and ‘Zata test’. Where the Henson software is being run across a network, FLEX will
export the patient data to a network share and the user must run the Henson
software.
Compatibility:
Henson 9000 software v3.5 onwards |
|||||||
2184 |
Patient Account |
A ‘Patient Account’ has been added, payments can be made
into the account by the patient and funds deducted from the account via the
till. ·
Till buttons
can be set up for patient account top-up and patient account spend. ·
The current
balance is visible next to the receipt balance on the till screen. ·
Account
transaction history is available in the till screen & as a printed
report. ·
Account
balance visible on the patient record ·
Patient
balance can be spent on any till receipt, just like a normal payment. ·
You can void
“Patient account spend” lines that have not been cashed up, and it will add
the amount back into the patient account. ·
You can
refund any unspent balance from the account history window if necessary. ·
Patient
account cannot be used in conjunction with the “Cash (Bank Transaction)” Xero
upload method.
|
|||||||
2188 |
Till |
A
new ‘Credit / Discount’ window has been added.
|
|||||||
2189 |
Till |
A new ‘Refund’ window has been added.
|
|||||||
2190 |
Till |
A
new ‘Void’ window has been added. ·
Only till lines that have not been cashed up can be
voided. ·
New validation checks have been added surrounding
voiding items, to maintain the integrity of receipts that are being uploaded
to Xero. ·
The void button appears greyed out if there are no
items / payments that can be voided on the receipt. ·
Till lines that have not been cashed up are
displayed with an asterisk * on the till. This is to highlight what can be
voided / changed. ·
The display of items / payments has been brought in
line with that of the till receipt. ·
Voiding a sales item will also void any linked credits
& discounts. ·
Voiding cash payments will also void the associated
change lines. ·
Patient accounts spend lines are returned to the
patient account if they are voided from the till. ·
Audit trail entries have been updated to show the
override staff member. |
|||||||
2215 |
Cashing-Up |
Changes have been made to how a cashing up
record is saved. There are now two buttons: ‘Save and Lock’ and ‘Save’ ·
The ‘Save’ button saves the
record, it can be continued by reopening the cash up screen. ·
The 'Save and Lock' button
saves and locks the record. ·
The ‘Cancel’ button removes
the record. |
|||||||
2188 1953 1269 2049 |
Till |
|
|||||||
978 |
Clinical Drawing (5 votes) |
|
|||||||
2135 |
Contact Lens Orders (3 votes) |
New contact lens orders are now assigned to the branch where they were
created, previously they were assigned to the branch where the staff member
was logged into. This issue only affected multi-site (RDS) installations of FLEX. |
|||||||
1060 |
Orders (2 votes) |
‘Supplier Ref.’ field has been added to the
‘Update order’ window so that it can be modified, changes are reflected in
the ‘Supplier Ref.’ column in the order screen. |
|||||||
1129 |
Patient Record |
If a user attempts to edit a patient record that is already being
edited by another user, they will receive a warning message. |
|||||||
585 |
Recall |
|
|||||||
272 |
Orders / WIP |
|
|||||||
2166 |
Sight Exam |
The list of recall categories offered to
the Optometrist in the ‘NHS/Recall’ tab of the sight exam window is now
filtered by age range. This means that the list is not cluttered with
categories that would not be used. |
|||||||
2007 2274 1632 1630 |
Popular Searches |
NEW ·
‘Sunglass stock added between 2 dates ·
‘Px due by recall date, recall category and have /
haven't got an email’ ·
‘Sales summary to list total amount of sales per
patient’ AMMENDED ·
‘Confirmed dispense by Rx source’ – now returns
a list of patients |
|||||||
1780 |
Clinical Records |
The ability to copy results from pre-exam
has been added to the clinical record. The new option ‘’COPY -> Assessment from
Pre Exam’ allows selection of a pre-exam record and
then looks for any procedures that have been used in both the pre-exam &
the clinical record assessment, the results from the pre-exam will be copied
forward. The ‘Enable Copy’ option in setup, allows
for fine-tuning of which procedures copy forward & which don’t. |
|||||||
2191 |
Till / MTD |
The XERO upload integration is now available for the ‘Accrual’ method.
Please contact support for more information about how to setup the link. |
|||||||
2207 |
Xero |
The following changes have been made to the
Xero integration. ·
It is
now possible to manually upload any branches data regardless of the branch
you are logged into (you must have been granted branch access). ·
When choosing
to upload cash-up data, the date of past uploads is now displayed. Multiple cashu-ps can now be re-uploaded. ·
The
VAT % of the Xero accounts is now shown in the chart of accounts tab in Flex.
This makes it easier to see which accounts should be assigned to each sales
group. (re-download the account details to refresh the info.). ·
As
part of the pre-upload checks to Xero, a new process updates the Xero Setup
tables with additional Sales Groups, Payment Methods or Petty Cash Groups
that have been added into Flex. Xero accounts will still need to be manually
assigned to these new entries if they have been added, a warning is given if
you attempt to upload. ·
Any
errors when uploading are now stored in the audit trail as well as being
shown on screen. ·
The ‘Copy
to new receipt’ option has been removed. You can now perform credits and
refunds on receipts which have already been uploaded to xero. ·
The
CSV Export has been renamed "VAT Lock". You can also lock the VAT
period without exporting if you wish. Receipts which have been VAT locked now
display an icon on the receipt. Locking the VAT on a receipt means that the
sales groups, VAT and fees on items will not change
even if you recalculate VAT or change the VAT% of a sales group. Receipts are
locked when they are uploaded to Xero to maintain integrity between Flex and
Xero. ·
The
recalculate VAT routine now assigns refunds to the sales groups of the
credited / discounted items. This is to prevent refunds on fully credited
receipts showing as over payments. (Patch 037 In 1.5.2.X) ·
Click
the question mark icon next to the Xero upload type to read a description of
what each one does. |
|||||||
PRODUCT
ENHANCEMENTS
(v1.5.3.37) |
Jump to: | Bug Fixes |
|||
ID |
Category |
Summary |
||
585 |
Recall |
The ability to set different recall
schedules at each branch has been added.
|
||
820 |
Dispense |
‘Dual A5 Dispense Confirmation’ report has been added. |
||
833 |
Appointments |
An additional check has been added to
ensure that two appointment slots cannot be opened / booked at different
computers. A warning message is displayed. |
||
916 |
Dispense |
‘Degressive’ has been added to the list of dispense types & is
available as a filter in the lens selector. Any dispenses that used the ‘Progressive’ type have been updated to ‘Varifocal’ |
||
1182 |
Till |
The sort option
has been disabled in the ‘Receipt Selection’ window, this will avoid receipts
seeming to be hidden when the table has been mistakenly sorted lowest to
highest. |
||
1532 |
Stock |
The ability to add custom stock movement descriptions has been added (Menu->Setup->Stock->General) |
||
1646 |
OPS (Direct Debits) |
A payment total has been added to the ‘OPS
Payments’ report. |
||
1990 |
Email / SMS Reminders |
Adding / removing a mobile number or email address after reminders have
been scheduled from the diary will now prompt the user if they wish to update
the patient’s timeline entries. |
||
2050 |
Cashing Up |
Label changed from ‘Float adjustment’ to
‘Additional float’. |
||
2052 |
Sight Exam Record |
A new option has been added that will automatically copy the distance
prism into the intermediate or near prism if the add is greater than zero.
The option can be turned on in setup. |
||
2054 |
Sight Exam |
To streamline the completion of the sight
examination record and where options have been enabled in setup, a summary of
errors will be displayed when saving the record. If none of the sight exam
forced validation options have been enabled in branch setup, the window will
not be displayed. |
||
2058 |
Appointments |
The ‘Diary Preferences’, that automatically work out which day of the
week \ Optom and time of day the patient generally has an appointment, are
now visible in the diary booking window. The preferences are intended to help
the user offer relevant appointment days & times. |
||
2059 |
Patient Record |
The ability to override an ‘NHS’ status and
always treat a patient privately has been added. |
||
2062 |
Stock |
When adding / removing stock via the ‘SKU matrix’ (double-click),
the user should now enter the adjustment value i.e 1
or +1 – previously the value entered would be the total resulting stock after
the change was made. |
||
2064 |
Dispense |
The test BVD is now displayed within the
‘View Full Rx’ window. |
||
2146 |
System |
High priority fixes (patches) are now downloaded automatically,
after download FLEX will need to be restarted before the patch is applied. If
a restart is required a prominent message is displayed on the home screen. |
||
2162 |
Patient Record/ Docmail |
When sending a ‘Speedmail’
letter to Docmail, (where you do not have the ability to edit the letter
before it is sent) you now have the option to choose who to address the
letter to: patient, GP or another address. |
||
2164 |
Stock Take |
The ‘Update Stock’ button has been removed and the functionality has
been automated, the decision was based on feedback that staff were often
forgetting the final step of updating the stock records. |
||
2179 |
Contact Lens Orders |
A ‘Dual A5’ contact lens order report is
now available. |
||
2182 |
Patient Search Widget |
It is now possible to search using the date of birth format
‘DD.MM.YYYY’ |
||
2197 |
Stock |
When selecting ‘Stock’ from the side menu,
records no longer auto-load. Clicking the magnifier will load stock based on
the parameters that have been set. This saves time on systems that have large
stock databases. |
||
2199 |
Sight Exam Records |
Following the last update where the ‘Auto-Save’ function was added,
when using ‘Copy Assessment’ the current sight exam record would appear at
the top and could be selected. This has caused confusion as there is no data
to copy, this top record is now greyed out and cannot be selected. |
||
2208 |
Timeline |
The patient address is now displayed in a tooltip
when the mouse pointer is hovered over a patient name. This only applies to
timeline entries for ‘letter’ & ‘postcard’ |
||
2213 |
Sight Exam / CL Exam |
Additional checks have been put in place to ensure a sight test or
contact lens record cannot be edited at the same time on multiple pc’s. |
||
2228 |
Stock |
When adding a new stock item using the
‘Create New From’ option, the barcode will be used if it is not already in
use at the branch where the new stock item is being created. If the barcode
is in use a new barcode will be allocated. |
||
2254 |
System - Shut Down |
If FLEX closed unexpectedly certain ‘flags’ are left enabled which
leads to functionality being restricted. A check has been added to ensure
these ‘flags’ are reset when FLEX is launched. |
||
2270 |
Till |
An A5 till receipt is now available, to
enable it you will need to check the ‘Receipt Format A5’ box in branch setup. |
||
2304 |
System - Patient Merge |
The ‘Patient Merge’ utility now includes staff tasks. |
||
2305 |
Contact Lenses |
When calculating a final corrected
prescription, taking into account an
over-refraction, FLEX now applies a formula taken from ‘Stokes Construction’. |
||
2345 |
Dispense |
·
A new dispense pair balance has been added below
the pair table, this total includes any vouchers that have been added. The
pair & dispense totals in the top right of the dispense record show the
total dispense and does not consider vouchers. ·
Deposits can now be taken by using the ‘Patient
Account’ function. ·
When deleting a lens, all discounts assigned to
that lens are also deleted. |
||
2392 |
eGOS England |
The GP Surgery address is now pulled
through onto the eGOS 1 form if the patient is marked as ‘Diabetic’,
‘Glaucoma’, Glaucoma Risk’ |
||
2396 |
Stock |
Options have been added to the branch setup that, when ticked, means
the stock screen will automatically expand all stock lines and calculate the
stock qty by default. |
||
2407 |
eGOS England |
It is now possible to submit an eGOS1 for
claim by just having the ‘I have been prescribed complex lenses….’
Option ticked. |
||
2415 |
Till Reports |
The ‘Balances by Px’ report has been updated to only include patients
that have a receipt with a balance within the date range specified. Previously it would include any patient that had an outstanding balance
and a receipt within the range specified even if the balance was outside the range specified. |
||
BUG FIXES (v1.5.3.37) |
Jump to: Headline
Features | Product Enhancements |
||
ID |
Category |
Summary |
|
1514 |
System |
Addresses an issue where am email sent as a
test from within system setup would be saved into the correspondence log of
the active patient. |
|
1697 |
System |
Addresses an issue where the ‘Image Export’ flag remains true after
completion of the process. |
|
1831 |
Online Booking |
Addresses an issue where the premise &
postcode are not being extracted from the address and stored in the correct
fields, when adding a new patient that has booked an appointment online. |
|
1917 |
Speedwriting |
Addresses an issue where a user was able to change the active patient
whilst speedwriting was being used, consequently the letter would be saved
against the wrong patient. |
|
1930 |
Timeline |
Addresses an issue where telephone reminder
notes were not being displayed. |
|
2055 |
Sight Test / Clinical |
Addresses an issue where ‘Left Near VAU’ was not being displayed
correctly in refraction tabs 2 & 3. |
|
2104 |
Dispense |
Addresses an issue where new lenses that have
been downloaded and added into the practice lens catalogues are not
immediately available to use. |
|
2126 |
Staff Tasks |
Addresses an issue where the wrong patient
name was being displayed when adding an action to a staff task. |
|
2135 |
Contact Lens Orders |
Addresses an issue where the branch
assigned to a contact lens order was where the contact lens exam was
performed not the branch where the order was created. |
|
2172 |
Timeline |
Addresses an issue where long telephone messages were being cut off
because there was no word-wrap. |
|
2177 |
Clinical Billing |
Addresses an issue when trying to delete a
billing item, the deletion would only occur after 2 attempts. |
|
2181 |
Docmail |
Addresses an issue where letters can be sent to Docmail when there is
insufficient credit on the account. |
|
2200 |
Stock |
Addresses an issue where a double-click on
an empty stock line would cause FLEX to crash |
|
2209 |
Patient Record |
Addresses an issue where the ‘App. History’ table isn’t
refreshed when switching & updating patient records. |
|
2216 |
Staff Tasks |
Addresses an issue where after switching
users the staff task list did not refresh properly. |
|
2229 |
Patient Record / Test Record |
Addresses an issue where the wrong GOS entitlements are saved against a
patient. This only happens if a patient record is opened and then minimised,
a new patient is selected, and a sight test record completed. The patient
record that has been minimised will have adopted the GOS entitlements from
the test record. |
|
2231 |
Contact Lens Exam |
Addresses a speed issue where the contact
lens exam window was slow to open when the billing table was being used. |
|
2234 |
Appointment Diary |
Addresses an issue where diary reminders were re-sent when an
appointment in the past was edited. |
|
2242 |
Examination Records |
Addresses an issue where it is possible to close
a ‘Pre-Exam’, ‘Sight Exam’ or ‘Contact Lens’ exam record by right-clicking
the window in the Windows taskbar and selected ‘Close’. This will result in
data loss. These records can now only be closed by using the ‘Close’ button
within the windows, which has appropriate validation built in to prompt the
user and prevent data loss. |
|
2253 |
Online Booking |
Addresses an issue where available slot modifications (adding / removing)
that were queued for online booking (i.e. there
was no internet connection at the time) were not being processed
correctly. |
|
2261 |
Contact Lenses |
Addresses an issue where the wrong selling
price was sent to the till but with the correct lens description |
|
2290 |
Collections |
Addresses an issue where the near / inter prism was not being displayed
and longer prescriptions were being cut off. |
|
2292 |
Patient Record |
Addresses an issue where ‘Letter’ was not
being added to ‘Recall Preferences’ for new patients. |
|
2307 |
Schemes |
Addresses an issue where the amount stored against a scheme payment
line differed from that being exported to a BACS files, this was a rounding
issue. |
|
2359 |
eGOS Scotland |
Addresses an issue where the entitlements on
the eGOS form are not retained if the form is saved and returned to at a later time. |
|
2367 |
Business Intelligence |
Addresses an issue where exporting result to CSV from ‘Easy Search’ |
|
Release Notes (v1.5.2.33) / April 2019
POPULAR REQUESTS & HEADLINE
FEATURES |
Jump to: Bug Fixes | Product Enhancements |
|||
ID |
Category |
Summary |
||
|
Till |
‘Making Tax Digital’, two options
are now available. 1. Integration
with the Xero accounting system (Cash accounting method) 2. Export
of till data to CSV files (compatible
with Excel) Some setup work is required, if you would like to link your Xero
accounting system with FLEX please contact the helpdesk. |
||
402 |
Sight Test / Clinical / CL |
A new ‘Auto Save’ option has been added to the sight test and
contact lens examination windows. ‘Auto-Save’ is performed every time
the user switches between tabs. If cancelled the user will be asked to confirm they wish to ‘Close
and Delete Test’. The user must still click the ‘Finish’ button to complete the
examination. |
||
946 |
System |
A ‘Switch Branch’ option has been
added. It can be found in the ‘System Menu’ and is a quick way of
users switching between branches. A user can only switch between branches
they have been given access to. |
||
524 |
System (6 Votes) |
A messaging system has been added to allow instant notifications to be
displayed to the practice from Optinet Ltd. |
||
1820 |
Dispense / Till |
It is now possible to switch to the till
screen after confirming a dispense (the
user must have permission to access the till screen). Enable this feature by ticking ‘Go to Till after Confirm’ in ‘Setup->Update
Branch->Data->Dispense’ |
||
1466 |
Patient Record (4 Votes) |
To further support GDPR, a ‘Consented’ option has been added to the
patient record. When set to ‘Not consented’, marketing preferences cannot be
added, and any existing marketing preferences are removed. |
||
836 |
Sight Test Record (3 Votes) |
Addresses an issue where the ‘6/’
prefix was not being included for certain values in the VA field. |
||
760 |
Till / Cash Up |
Addresses an issue where cashing up remains
active after it has been locked. |
||
571 |
Till |
A ‘Deposit’ button has been added to
the till. The value of the deposit is calculated from percentages assigned to
each sales group in till setup. A typical example is shown in below, 100% of the
fees are included as are 50% of the remaining items. |
||
1483 |
Business Intelligence |
To provide more accurate practice intelligence, it is now possible to
include / exclude test types from the clinical dashboard. There is a new
column ‘Dashboard’, accessed via Menu->Setup->Examinations->Sight
Tests->Types |
||
1709 |
System |
The storage folder for patient images and
correspondence log files can now be changed. Please contact support if you
need the paths changing, usually due to limited disk space on the default
path drive. |
||
2011 |
Dispense / Dashboards |
A new field has been added to the dispensing system ‘Confirmed Date’.
This new date is used by the dispense dashboard for calculating statistics.
Previously the dispense created date was being used as the date the dispense
was confirmed was not being recorded. |
||
2045 |
Timeline |
Changes have been made to the timeline
window so that it opens faster. Interface changes have also been made to
improve the user experience. |
||
|
||||
Jump to: Headline
Features | Bug Fixes |
||||
ID |
Category |
Summary |
||
1783 1848 1880 1979 2031 1829 1823 1811 1837 |
Online Booking |
The following changes have been made to the
online booking system: 1.
Where
a slot in the practice has been booked that requires part of the following
slot, the following slot is now removed from the online booking system to
prevent double-bookings. 2.
Restrictions
have been added so that slots available online cannot be split / merged in
the practice. This functionality maintains the integrity of the data
synchronised between the server and the practice and avoids making slots
available to patients that have been removed in practice. To merge / split in
practice, firstly remove the slot from online. 3.
The
ability to remove an appointment reason from the online booking system has
been put back. 4.
It is
now possible to see which appointment reasons have been made available
online, by way of a coloured bar at the end of the row. 5.
Inactive
appointment reasons can no longer be made available online. 6.
Changing
an appointment reason to ‘Remove from online’ will remove the reason and any
associated slots that have been assigned that reason. The user is prompted
before removal. 7.
Additional
checks have been added to FLEX when downloading appointments from the online
server to ensure appointments are not duplicated in the pending appointment
list. 8.
The
hyperlink to switch between desktop & mobile version has been removed.
The version of the site displayed to the user is now determined by the
server. 9.
The
telephone number is now mandatory. 10.
The
option for ‘Any Staff Member’ has been added to the mobile
booking site. 11.
Appointment
slots that have been reserved via an online booking will have the colour
changed to make the user aware that an appointment is waiting to be
confirmed. |
||
311 |
Patient Record |
After adding a mobile number to an existing patient record, any future
appointments will have reminders scheduled (where the appointment type calls for it). |
||
345 |
Till |
Staff member name has been added to the
tooltip of receipt lines. |
||
384 |
Stock |
A new (right-click) option
has been added to a stock record to allow the barcode to be changed. A check
can be performed first to see if the new barcode is available before
confirming. |
||
496 |
Till Cash Up |
To prevent errors when cashing up, no till
actions can be performed whilst a cash-up is in progress. |
||
503 |
Order Progress |
Patient ID column has been added to the order progress window. |
||
526 |
Clinical Records |
It is now possible to archive the following
items: ‘Medication’, ‘Occupation’ and ‘Drops’. Archived
items will not be available for selection, any items already assigned to a
record are unaffected. |
||
1519 |
Till / Security |
A new option has been added to staff roles, ‘Allow Till Editing after Cash-Up’. This new option, when
ticked, will prevent staff members making changes to a till receipt once it
has been cashed up. Switch this role option on in ‘Setup->Staff /
Roles->General->role name->Till’ |
||
1629 |
OPS |
A warning message has been added when
attempting to select contact lenses from a previous exam record and the
lenses cannot be found in the contact lens database. |
||
1647 |
Appointment Diary |
It is now possible to send a letter to DocMail from the diary screen. |
||
1669 |
System |
New mail-merge fields have been added for
clinical record procedures. When a procedure has a right and left result, new
merge-fields have been added ‘ClinicalProcR’
& ‘ClinicalProcL’. The original
merge-field that displays right & left results together are not affected. |
||
1695 |
Postcard Marketing |
Improvements have been made to show additional information for campaign
analysis. The following has been added: ‘Date campaign created’, ‘Campaign
duration’ and ‘Px’s included in campaign’. |
||
1818 |
Stock |
A new role option has been added ‘Allow
Editing on Stock Section’. The default option is to allow editing to
maintain current functionality, to stop staff members editing stock the
option should be un-checked. Stock can still be viewed and the right-click menu
options on the price line are still available. Switch this role option on in ‘Setup->Staff
/ Roles->General->role name->Stock’ |
||
1819 |
Till |
A ‘Refund reason’ can now be selected when processing a till
refund. The ‘Till Refund’ report has been updated to show the refund
reason. |
||
1878 |
Dymo Label Zebra Label |
Dymo label & zebra label templates can
now be deleted. |
||
1899 |
Stock Take |
The ‘Model Number’ has been added to the stock take screen and
the ‘Corrections’ report. |
||
1908 |
Appointment Diary |
When searching for an appointment using the
‘Find Free Slot’ function, it is now possible to filter the search by
the ‘Number of days’ ahead. The default number of days is 30. |
||
1924 |
Dispense |
‘Tray Numbers’ are now displayed within the dispense screen. |
||
1928 |
System |
Launching FLEX soon after closing it,
sometimes results in the message ‘FLEX is already running’. Additional
checks have been added to speed up the process of closing FLEX – this should
stop the message appearing. |
||
1935 |
Patient Search |
It is now possible to search for a patient using any number of
characters from the surname & first name. e.g. "Jones,Gar" would return: ·
Gareth
Jones ·
Gary
Jones Entering "Jones,Gary" would return: ·
Gary
Jones |
||
1936 |
Till |
The VAT code can now be hidden from the
receipt. There is a new option ‘Print VAT Code on Receipt’, accessed
via Menu->Setup->Branch->General->[Branch
Name]->Data |
||
1938 |
Patient Search |
The full address is now displayed in the results of the patient search
window. |
||
1942 |
Appointment Diary |
When editing day notes the existing text is
no longer pre-selected. This avoids deleting existing text by accident. |
||
1951 |
Stock |
‘Sunglasses’ filter has been added to the stock screen. |
||
1961 |
System |
Additional information is being saved to
the audit log: ·
No
reminders set for a patient including the staff member that made the change
and when. |
||
1964 |
Dispense |
The speed of progressive searching for frames is slow when a large
stock database exists. To alleviate the issue a ‘Go’ button has been
added, searching only once rather than repeatedly. |
||
1966 |
Stock Take |
It is now possible to print ‘Stock Take
Corrections’ by individual stock take and the ‘Notes’ are now included in the
report. |
||
1969 |
Order Progress |
It is now possible to filter the order progress list by multiple
statuses at the same time (in addition
to supplier). |
||
1970 |
OPS |
It is possible to send a patient a link to
the OPS electronic direct debit mandate, in this scenario the patient is
registered with OPS directly and not via FLEX. FLEX will now check each day with the OPS
server for any new ‘Payers’ and attempt to create them by matching to
a patient record. Additional messages have been included for when the patient
cannot be matched, manual linking of a patient is then possible. Optical
Payment Services is available to all FLEX users, more information can be
found here (http://www.nationaleyecare.co.uk/documents/OPS_brouchure.pdf) |
||
1978 |
Reporting |
‘Px Ref.’, ‘General Notes’ and ‘Solutions’ are now included in the ‘Contact
Lens Collection’ report. |
||
1895 |
Appointment Diary |
The list of staff members available in the
‘Find Free Slot’ option has been changed to include all active staff members,
previously it only included Optometrists. |
||
1992 |
Business Intelligence |
When exporting to CSV file, from the data mining screen the following
checks have been added: 1.
Which preference to use: ‘Recall’ or ‘Marketing’ 2.
Which contact method is being used: ‘Email’, ‘SMS’
or ‘Letter’ 3.
Whether to ‘Include’ or ‘Exclude’ patients set as ‘No
Reminders’ |
||
2008 |
Staff Tasks |
Staff tasks can now be re-assigned to
another staff member, even when the staff member re-assigning didn’t create the task in the first place. |
||
2010 |
Dispense |
A summary of the ‘Final Rx’ has been added to the ‘Choose Rx’
popup window. |
||
2033 |
Staff |
The ability to archive staff members has
been added. The staff window default view is to hide archived staff members, they
can be viewed by toggling the ‘Hide / Unhide Inactive Staff Members’ |
||
2035 |
eGOS Scotland |
The ability to select which examination to use when creating a GOS4 has
been added. |
||
2047 |
Till |
The width of the barcode printed on a till
receipt has been made narrower to improve the appearance of the receipt. |
||
2048 |
Reporting |
The ‘Till Balances’ report not includes non-patient sales. |
||
2051 |
Process Vouchers |
The default CCG set for a branch is now
selected when changing branch. |
||
2053 |
Clinical Record / Sight Test |
The ‘Time’ field for each IOP reading is now populated as soon
as the reading is entered. |
||
2057 |
Contact Lens Orders |
A new option ‘Send directly to px’
has been added to the ‘Repeat Options’ of a contact lens order. When
checked and a repeat order is automatically created, it will be marked as ‘Collected’
straight away as there is no work to be done in the practice. |
||
2063 |
Dispense |
The ability to ‘Void’ dispenses has been added, only confirmed
dispenses can be voided. A role option has been added to allow this action. Voided items are not
displayed on dashboards. An audit file entry is made whenever the status of the box is changed. |
||
2065 |
Order / Dispense |
‘More
Measurements’ that have been entered in the dispense screen are now
appended to the notes section of the order reports and the dispense summary
report. |
||
2066 |
Patient Notes |
The staff member code that added a patient note has been added to the
patient alert window. |
||
2079 |
System |
The length of the ‘SMTP server address’
field has been increased to handle longer addresses. |
||
|
||||
Jump to: Headline
Features | Product Enhancements |
||||
ID |
Category |
Summary |
||
771 |
Collections |
Addresses an issue where the dispense notes
were not being displayed in the collection window. Both the dispense &
pair notes are now correctly displayed. |
||
1101 |
Appointment Diary |
Addresses an issue in ‘Multi’ view, when not all chairs are
selected – skipping ahead would cause all chairs to be selected and the
original selection was not respected. |
||
1222 |
Till |
Addresses an issue where a payment taken
using a button assigned as ‘Write Off’ was showing on the receipt as ‘Change’. |
||
1329 |
Timeline |
Addresses an issue in the timeline window after using the ‘Insert
Paragraphs’ option. The window focus was changed, and a right-click menu was
incorrectly being displayed. |
||
1442 |
Business Intelligence |
Addresses an issue with the ‘Dispense->Remakes’
dashboard, the figures were not correct because ‘voided’ remakes were
being included. |
||
1617 |
Timeline |
Addresses an issue where the timeline count was incorrect after
selecting / de-selecting multiple recalls. |
||
954 1700 |
Staff Hours Setup |
Addresses several issues when maintain
staff hours in the diary setup: 1.
Group
name has been removed as it wasn’t needed 2.
Selecting
a staff member now works as intended 3.
Selecting
an appointment reason now works as intended 4.
Only clinical
staff members can now be selected |
||
1764 |
Till |
Addresses an issue where a receipt with a balance of ‘£0.00’ was
highlighted in red, indicating there was a balance outstanding still. |
||
1770 |
Stock |
Addresses an issue when using the ’Create
new from…’ menu option to add stock at another branch, the resulting
barcode is different from the original barcode even when the original barcode
is not in use at the destination branch. |
||
1777 |
System |
Addresses an issue where the mail-merge field ‘RecCatDescription’
was not functioning as intended. |
||
1809 |
Till |
Addresses an issue where change was being
assigned to the wrong sales group when an over-payment was taken. |
||
1846 |
Dispense |
Addresses an issue where auto-tray numbers were not being assigned
correctly where total number of pairs on a dispense was greater than one. |
||
1848 |
Online Booking |
Addresses an issue where online slots are
not removed if an appointment in the practice has been booked which exceeds
the length of a single slot and requires part of the following slot. |
||
1901 |
Till (RDS only) |
Addresses an issue where the ‘Payment Details’ report in the cashing
up screen included payments taken at all branches, only payments for the
current branch are now included. |
||
1902 |
Business Intelligence (RDS only) |
Addresses an issue where staff could access
‘Reports’, ‘Dashboards’ and ‘Data Cubes’ for branches
where they hadn’t been granted permission. |
||
1947 |
Sight Test / CL Test |
Addresses an issue where the wrong patient data could be inserted into
documents printed from the ‘Shortlist’ window displayed at the end of a sight
test and/or cl exam. This could only happen under specific conditions where
the active patient was changed whilst the test windows were open. |
||
1949 |
Postcode Lookup |
Addresses an issue where the ‘PatPremise’ field was not being populated after selecting
an address from a postcode lookup search. This could cause further problems
when trying to manage families. |
||
1950 |
Patient Notes |
Addresses an issue where a patient note that has been marked as
inactive but has the ‘Alert’ flag set will still display the alert. |
||
1968 |
Staff Tasks |
Addresses an issue where tasks that have
been opened for more than 999 days (unlikely)
display incorrectly. |
||
1987 |
Appointment Diary |
Addresses an issue with the ‘Find Free Slot’ function where appointment
results were only listed when they were greater than the start time, now
appointment that equal the start time are also included. |
||
1993 |
Appointment Diary |
Addresses an issue where not all staff
hours are selected in the staff planner, if the number of rows in the table
exceeds the number displayed. |
||
1994 |
Zebra Labels |
Addresses an issue with a new zebra label template, where the
mail-merge fields window was empty. |
||
1998 |
Patient Record |
Addresses an issue where preferred contact
methods were being duplicated when they were manually added by the user
during the process of creating a new patient record. |
||
2000 |
Staff Tasks |
Addresses an issue where newly added staff members were not visible in
the staff tasks window. |
||
2013 |
Clinical Record |
Addresses an issue where the summary Rx (left side of the refraction screen)
was not updating when the ‘Transpose’ function was used. |
||
2023 |
Zebra Template |
Addresses an issue where closing the zebra
label template window using the ‘X’ would crash FLEX. |
||
2041 |
Letter Templates |
Addresses an issue where after changing the
description of a template the list of templates would become out of sync. |
||
2061 |
Stock |
Addresses an issue where searching for a stock
item by barcode didn’t pre-select the correct stock price line. |
||
2072 |
Till |
Addresses an issue where fees could be
re-calculating incorrectly under specific circumstances (if a dispense fee matrix is being used or a fixed dispense fee AND
the ‘Change Amount’ function is used within the till). |
||
2094 |
Timeline |
Addresses an issue where selecting the ‘Goto Patient Record’ option from the
right-click menu in the timeline window and whilst the lock screen is active
will partly unlock FLEX. |
||
2090 |
Reports |
Corrected spelling mistake in the ‘Branch
Transfer’ report. |
||
2075 |
Cashing Up |
Addresses an issue where the cash-up screen can be saved without having
to progress to the reconciliation step, if the ‘Bypass Cash-Up Messages’
option has been ticked in setup. |
||
2073 |
Eyeplan |
Addresses an issue where the undocumented 'PaymentNotYetTaken' status returned from Eyeplan
was showing in blue instead of green. |
||
2099 |
Dispense |
Addresses an issue where updating a value in a
field within the ‘View Full Rx’ window would change a different value within
the same window. |
||
2105 |
Stock |
Addresses an issue with the ‘Branch
Transfers’ report where all stock transfers were being included not just
the transfers from the currently active branch. |
||
Release Notes (v1.5.1.19) / November 2018
POPULAR REQUESTS & HEADLINE
FEATURES |
Jump to: Bug Fixes | Product Enhancements |
||
ID |
Category |
Summary |
|
1453 |
Sight Test Record |
When trying to open a sight test window and
a contact lens window, FLEX would crash. This issue has been resolved and both windows
can now be opened at the same time. |
|
1738 |
Data Mining |
A new ‘easy to use’ search
function has been added called ‘Discovery’. ·
Search data using simple drop-down tables, tick
boxes, picklists and text values. o
Patient o
Sight test o
Contact lens o
Dispense / orders / till o
Correspondence o
Appointments ·
View / sort results in a table ·
Save searches to re-use in the future. ·
Send messages to recipients (email / text / letter / postcard), print (letters / labels / telephone list) or export to CSV (role option must be activated) Example: Patients with a
single vision dispense, with a value between £350 & £999 |
|
1750 |
Stock Take |
Stock taking has been enhanced to allow
stock takes by Brand or Supplier |
|
1763 |
System Tools |
For remote postal services (Docmail
& Webpost), a procedure has been added to correct patients addresses
based on the royal mail Postal Address File. Docmail & Webpost will add a
5p surcharge to each envelope that has an incorrectly formatted address. The ‘Address Data Wash’ costs £6.00+VAT / 1000 records. This routine must be run by
support as it will globally change patient data. Please contact support if you would like the data wash to be carried
out on your data. |
|
1481 |
Contact Lenses (7 Votes) |
It is now possible to clear the right or
left lens details when editing a contact lens record. |
|
1739 |
Docmail (6 Votes) |
Docmail ‘backgrounds’ can now be linked to a recall letter in the FLEX
word processor, when the letters are printed the background image is also
printed. Note: backgrounds are
only printed on the 1st page, if a multi-page document is sent the
image will not be printed on page 2 / 3 etc. |
|
1604 |
Homescreen (4 Votes) |
The patient active list is now cleared down
quicker, this change means the patient list will not increase out of control
for staff members who only log in occasionally. A slight speed improvement
may be seen. |
|
836 |
Sight Test Records (3 Votes) |
Updates distance to how VA’s are displayed, the new rules are: ·
Values over 2 will have a 6/ prepended to them
(even if they include a decimal point) ·
Values less than or equal to 2 will not have a 6/
prepended |
|
865 |
Staff Groups |
It is now possible to create ‘Staff Groups’
i.e. ‘All dispensers’ or ‘All part-time staff’. |
|
865 |
Staff Tasks |
Tasks can now be assigned to a single staff member, all staff members,
multiple staff members or a staff group. |
|
1266 |
Online Booking |
The following changes have been made to
online booking: ·
Validation
(www) o Date of birth must be in the past o Email address must contain an ‘@’ symbol ·
Non-bookable
appointment slots cannot be uploaded (FLEX) ·
Booked
appointment slots cannot be uploaded (FLEX) |
|
1749 |
Appointment Diary |
It is now possible to make the recording of a ‘Return Reason’
mandatory. Setup option in the branch table. |
|
PRODUCT ENHANCEMENTS |
Jump to: Headline Features | Bug Fixes |
||
ID |
Category |
Summary |
|
968 |
Homescreen |
Imrpovements have been made to the staff tasks
widget on the homescreen. ·
New 'Manage' button
on the staff task widget (always visible) o
This takes you
to the staff task management screen § Users with permission to access this window
have all options are available. § Users without permission, the 'opened by' combo is
locked down to the logged in staff member o
A non-manager
now has the ability to view, edit, add actions and close the tasks they have
created. o
It prevents
non-managers having access to tasks that others have created. |
|
1801 |
Dashboards |
A new ‘Online’
section has been added into the appointments dashboards, to analyse
appointments made via the FLEX online booking system ‘patientbookings.co.uk’. ·
Time of day appointments are being booked. o
Are patients’ booking outside of
office hours? ·
Value/percentage of New/Existing Px who have
booked. o
Are new patients booking in? ·
Number of appointment booked Offline/Online. o
Is the online system being used? ·
Age of patients using the online booking system. o
Is it only younger patients who
are using the online system? ·
Gender of patients using the online system? o
Which sex prefer to use an online
system? |
|
1834 |
NHS Scotland eGOS |
The reverse of the GOS3/4 can now be signed
by somebody other than the patient (i.e. carer). |
|
483 |
Staff Tasks Widget |
The branch description has been added to the view/edit staff task
window. |
|
752 |
Staff Tasks Widget |
The first time a task is opened, the
following action is added ‘The task was
seen by {Staff Initials] on [Date (Time)]’. |
|
1010 |
Staff Tasks Widget |
Staff tasks that have not yet been opened are now displayed in bold
text. Restoring a closed task will mark all assigned staff members as having
not seen the task, appearing in bold text again. |
|
1204 |
Business Intelligence |
A new report has been added. ‘Profit
Report’ is available in both summary or detailed
variants. Only items that have been sold after this release will show a
profit value. FLEX now stores the cost price of an item in the till database
when. |
|
1448 |
NHS Scotland eGOS |
A new Early Retest code has been added for patients who are registered
blind or partially sighted. This new code must be added along with validation
that code 9 cannot be used before 1st June 2018. To cover various additional scenarios and facilitate the introduction
of an additional set of examination fees several new supplementary reason
codes have been introduced in addition to the existing ones. There will be two new codes at the same fee scale as the current
Supplementary eye examination: ·
The first (2.9) is for when the optometrist needs
to discuss the options for treatment of cataracts with the patient, following
a primary eye examination. ·
The second (3.0) is for when a patient has complex
needs which have prevented the completion of the full range of testing
involved in a primary eye examination, meaning that the optometrist is having
to complete the testing at a subsequent appointment. In addition, there will be a range of new Supplementary Codes where
dilation has taken place. These codes broadly match the existing, equivalent
supplementary reason codes, but will be used when the practitioner also deems
it clinically necessary to dilate the patient’s eyes in
order to conduct that examination. A higher fee will be paid in
recognition of the extra time and complexity involved. This new fee structure
should be reflected in your system. Details of the new fee structure are
still to be confirmed – we will issue them as soon as they become available.
Validation should be added to ensure that the new codes can only be used from
1st of October 2018. code 2.6 will be discontinued from 1st June 2018 and replaced with new
code 4.6. |
|
1653 |
Business Intelligence |
All charts on the ‘Patient’ dashboard have
been updated to exclude deceased patients. |
|
1701 |
Staff Records |
The record of newly added staff members now defaults to
‘Active’. |
|
1724 |
System Change |
The ‘Setup’ section of FLEX has been moved
to a popup window. This change will reduce he time
it takes for FLEX to load and enhance the performance for the
majority of users. |
|
1725 |
System Change |
Performance improvements have been made to the ‘Calculate patient total
spend’ background process. |
|
1731 |
Address Book |
The default sort order of the contact list is
now alphabetical with favourites always appearing at the top of the list. |
|
1734 |
DocMail |
When sending a letter or a postcard from the patient record, the
estimated cost to send is now displayed. |
|
1742 |
Contact Lens Records |
When trying to delete a contact lens record
that has an order linked to it, the error message that is displayed is now
more meaningful. |
|
1747 |
NHS Scotland eGOS |
The ‘Last ST Check’ option is now available from the ‘Timeline’ window. |
|
1748 |
Business Intelligence |
The ‘Patient age’ chart on the ‘Patient’
dashboard has changed to include 4 charts; ‘Now’, ‘1 year ago’, ‘5 years
ago’, ’10 years ago’. |
|
1751 |
Stock Take Report |
The stock take report is now available in ‘Scheduled reports’, allowing
it to be emailed to another staff member. |
|
1752 |
Cashing Up |
It is now mandatory that an explanation be
added to the notes when there is a cashing up discrepancy. This can be
disabled with the options for ‘Staff Role’. |
|
1753 |
Cashing Up |
It is now possible to disable the ‘Float Adjustment’ field so that
additional float amounts cannot be added. This is a ‘Staff Role’ option. |
|
1754 |
Dispense / WIP |
The ability to use ‘Right click->Insert
Paragraphs’ has been extended to the notes boxes of the dispense record and
WIP status updates. |
|
1755 |
Process Vouchers |
It is now possible to change both the date and amount received for
vouchers. |
|
1757 |
Management |
The ‘Patient Removal’ tool can now be run
from a client pc, this allows remote desktop sites to access the tool. |
|
1765 |
Contact Lens Orders |
Changes have been made to contact lens order window when adding a new
order: ·
Pack size selection boxes are populated correctly
for the selected lens. ·
Typing a valid pack size into the selection box
will now look up the price. ·
Trial / Px supply is no longer pre-selected,
allowing the user to decide if a fee should be charged or not. |
|
1802 |
Dispense |
‘Degressive’ lenses will no longer fail
dispense validation. |
|
1815 |
Business Intelligence |
Additional buttons have been added to allow the user to quickly move
backwards / forwards through dates. The buttons apply to ‘Day’, ‘Week’,
‘Month’ and ‘Year’. |
|
1485 |
Stock Take |
Completed stock takes are now coloured with
a grey background to indicate they have been completed,
they cannot be edited once completed. Notes can still be edited. |
|
1673 1676 1710 1711 |
Business Intelligence |
Multiple changes to the patient dashboard to give better business
intelligence: ·
The ability to exclude patients set as ‘No
Reminder’ has been added to the patient dashboard. ·
A ‘Tested’ tab has been added to the ‘New
Patients’ section of the patient dashboard. This shows the numbers and
percentages of patients who were tested in the period and
also those tested who were also inserted within the period - as 'New'
and 'Existing' ·
The ‘New Patients’ chart has been further analysed
by ‘Age’ and ‘Gender’ ·
The ‘Top Spenders’ chart has been further analysed
by ‘Gender’ and ‘Postcode’ |
|
1729 |
Contact Lens Records |
The ability to use ‘Right click->Insert Paragraphs’
has been extended to the note’s boxes on the ‘Trial Lenses’ tab. |
|
1771 |
Word processor |
The maximum number of mail merge fields in a single document has been
increased from 150 to 200. |
|
1487 |
Communication |
New merge fields added: ‘TesDominance’ & ‘TesDSEType’ |
|
1964 |
Dispense |
A ‘Go’ button has been added to the frame search window to trigger the
search. Progressive searching has been disabled in favour of faster
searching. |
|
BUG FIXES |
Jump to: Headline Features | Product Enhancements |
|||
ID |
Category |
Summary |
||
352 |
Formulae |
Addresses an issue where the records in the
formula table displayed incorrectly. This was a display only bug and did not
affect the integrity of the data. |
||
1722 |
Contact Lens Records |
Addresses an issue where ‘auto-bill’ items were being billed for
patients when an old contact lens record was opened & saved. |
||
1726 |
Patient Record |
Addresses an issue where a patient note
would appear to have been added by the wrong staff member. Only affected
practices where data had been joined. |
||
1732 |
Timeline |
Addresses an issue where the default mailing house, set in the branch
setup screen, was not respected in the ‘Letter Format’ selection box in the
timeline window. |
||
1759 |
Contact Lens Orders |
Addresses an issue where the pack size
printed on a C/L order was different to that set on the actual order screen.
This only happened if the pack size was manually over-type on the order
screen. |
||
1775 |
NHS Scotland eGOS |
Addresses an issue with GOS3 claims with a HC3 contribution. |
||
711 |
Patient Record |
Addresses an issue where the premise number
was duplicated after a postcode address lookup, the premise box has been
removed – only the postcode needs to be entered now. |
||
1306 |
Orders |
Addresses an issue when printing an old order, FLEX would crash. |
||
1328 |
Dispense |
Addresses an issue with remakes, when
posting a remake to the till the frame was being deducted from stock again. |
||
1486 |
Stock |
Addresses a display only issue where the stock take date / time would
intermittently disappear. |
||
1487 |
Communication |
Addresses an issue where data wasn’t being merged correctly for ‘TesDriver’
& ‘TesDESUser’ merge fields. |
||
1606 |
Dispense |
Addresses an issue where the lens description is truncated on the
‘Dispense Summary’ report. |
||
1624 |
Contact Lens Orders |
Addresses an issue where contact lens
description is truncated on the ‘Contact Lens Order’ report. |
||
1627 |
Examination Setup |
Addresses an issue where adding a recall at an interval that might
clash with a previous recall could not be done. This has been changed to a
warning only. |
||
1696 |
Patient Record |
Addresses an issue where the NHS flag was
not immediately being displayed after creating a new patient record who had
NHS entitlements selected. |
||
879 |
Reporting |
Addresses an issue with the ‘Quarter x’ buttons were looking at the
wrong year. |
||
1614 |
Sight Test Records |
Addresses an issue where the right click
‘Delete Recall’ option is displayed when only viewing a record. |
||
1616 |
Patient Record |
Addresses an issue where the postcode returned from a royal mail
address lookup is different to that used to search for the address (Royal Mail have updated the postcode)
and the new postcode was not being saved with the patient record. |
||
1714 |
Contact Lens Records |
Addresses an issue when a lens is available id multiple steps (i.e. 10.00 to -06.50 (0.50), -6.25 -0.25 (0.25)), only the first step range is displayed. |
||
1717 |
Contact Lens Record |
Addresses an issue where a solution could not be added at a zero price. |
||
1723 |
Stock |
Addresses an issue where the stock list was
not correctly filtered by the selected branch in the branch list. |
||
1733 |
Timeline |
Addresses an issue when sending letters / postcards through Docmail,
the ‘estimated cost of mailing’ did not include any additional ‘invalid PAF’
charges. |
||
1737 |
Homescreen |
Addresses an issue where the patient date
of birth was not being displayed when opening a staff task linked to a
patient. |
||
1740 |
System |
Addresses an issue where changing the
‘Auto-Lock Timeout’ would need a restart before the new timeout was applied. |
||
1756 |
Appointment Diary |
Addresses an issue where the appointment
duration did not update when changing the appointment reason. |
||
1762 |
Appointment Diary |
Addresses an issue where the tooltip showed ‘Appointment available’
when hovered over a non-bookable appointment. |
||
1770 |
Stock |
Addresses an issue where ‘Create new from…’
would not allow a barcode to be used at ‘Branch A’ if it was
already assigned in ‘Branch B’ |
||
1773 |
Orders |
Addresses an issue where the ‘Date’ & ‘Branch description’ were not
printing on the dual A5 spectacle order report. |
||
1776 |
NH Scotland eGOS |
Addresses 2 issues where the following errors
were returned by the NHS: ·
E000081 : The following dates must be in chronological
order: Date of Birth, Date of Eye Exam, Patient's Declaration Date Signed,
CSA Date of Approval, Patient's Statement Date Signed, Current Date ·
E000083 : Total claim should equal the lowest single value
of either (a) Voucher value plus any supplements or (b) Parts per current PCA
(O) plus any supplements, or (c) Actual cost minus any patient contribution
as indicated for an HC3 certificate |
||
1788 |
Orders |
Addresses an issue where the ‘Frame Material’ was not being written to
the Rodenstock XML import file. |
||
1791 |
Contact Lens Records |
Addresses an issue with the ‘Assign To’
combo box where staff members were only included who’s
default branch was set to the current branch, it should show all staff with
access to the current branch. |
||
1804 |
Online booking |
Addresses an issue where it was possible to mark non-bookable and
booked appointments as ‘Available Online’ |
||
1832 |
Appointment Diary |
Addresses an issue with 12-day view where
available online appointments were not showing the coloured indicator to the
right of the appointment slot. Only affected the 11th column in
12-day view. |
||
Release Notes (v1.5.0.16) / July 2018
Jump to: Bug
Fixes | Product Enhancements |
|||||||||||||||||||||||||||||||||||||
ID |
Category |
Summary |
|||||||||||||||||||||||||||||||||||
1310 |
Clinical Links |
|
|||||||||||||||||||||||||||||||||||
676 |
Dispense / Order |
The following Zeiss integration work
has been completed. • Transfer
Dispense measurements to Flex from iTerminal Mobile • Transfer
Clinical Rx from iTerminal Mobile to Flex • Send
electronic orders directly to Zeiss |
|||||||||||||||||||||||||||||||||||
1239 |
Clinical Links |
A link has been added between FLEX and the
newer Heidelberg Spectralis OCT which uses the Heyex2 software. |
|||||||||||||||||||||||||||||||||||
1266 |
Online Booking |
|
|||||||||||||||||||||||||||||||||||
940 |
Docmail |
Docmail integration has been added. To open an account, click here. You will receive £10 credit to get you started. ·
A5 Postcards o Can
be added to recall schedules o Can
be sent individually via the ‘Patient Record->Speedmail’
option o Marketing
postcard campaigns § Select
from a library of templates or import your own § Select
a set of patients (via popular searches) § Choose
how to analyse your campaign; appointments booked or till sales § View
post campaign analysis ·
Letters o Can
be added to recall schedules o Can
be sent individually via the ‘Patient Record->Speedmail’
option o Are
sent in a closed face (non-window) envelope § Practice
return address and practice logo are included at no additional charge for
FLEX users when sent via a Docmail account that has been linked to Optinet
|
|||||||||||||||||||||||||||||||||||
1634 |
Management |
|
|||||||||||||||||||||||||||||||||||
300 |
Patient Record |
It is now possible to export a letter when viewing
it through the correspondence log, use the ‘Export’ button on the toolbar to
save a copy as an ‘.RTF’ file on the local drive. |
|||||||||||||||||||||||||||||||||||
523 |
Appointment diary |
‘Slot Restrictions’ has been added to the diary setup. Limit the number
of appointments that can be booked in either the morning or afternoon clinics |
|||||||||||||||||||||||||||||||||||
605 |
NHS Scotland eGOS |
GOS4 forms can be submitted. |
|||||||||||||||||||||||||||||||||||
866 |
Orders |
Automatic tray numbering for orders can now be setup. |
|||||||||||||||||||||||||||||||||||
1214 |
Clinical Records |
An option has been added that will warn the
Optometrist when saving the sight test record if both the right & left
final sphere are ‘Plano’. This option can be enabled / disabled within the
branch setup window and is disabled by default.
|
|||||||||||||||||||||||||||||||||||
1275 |
Homescreen |
‘Number of days until due’ has been added to staff tasks. The
background colour of the task will change colour based on the days left until
due:
|
|||||||||||||||||||||||||||||||||||
PRODUCT ENHANCEMENTS |
Jump to: Headline Features | Bug
Fixes |
||
ID |
Category |
Summary |
|
184 |
Reporting |
When items are voided in the till system
the original transaction date / time are now added to the audit trail to help
identify them at a later point. The report has also now been made landscape
to better fit the data. |
|
283 |
Appointment Diary |
Changes to appointment slots in the diary are now added to the audit
file. |
|
399 |
Pre-Exam |
A ‘Vision Type’ combo box has been added to
the ‘Current Rx’ tab to mark the prescription as ‘Distance’, ‘Intermediate’
or ‘Near’. When importing into the clinical record
refraction window the type box is used to correctly
assign the prescription to the relevant section. |
|
310 |
System Backups |
Changes have been made that allows a batch file to run after a backup
has finished. The batch file can be used to rename the backup file if
required. |
|
438 |
Till |
It is now possible to restrict which sales
groups vouchers can be assigned to for reporting purposes. |
|
702 |
Appointment Diary |
The ability to view / edit the surgery & doctors
details has been added to the diary booking screen |
|
843 |
Clinical Records |
A filter has been added to the clinical billing
window, allowing the list of items to be filtered by sales group. |
|
858 |
Appointment Diary |
If the ‘Recall / Notification’ contact preferences are altered after a
patient appointment has been booked, timeline entries are updated to reflect
the patients preferences i.e. a patient books an
appointment and at the time they have agreed to receive text messages so a
reminder is scheduled, a week later they ring wishing to stop receiving text
messages, the scheduled appointment reminder will be removed. |
|
873 |
Communication |
‘Template Groups’ have been taken out of
the ‘Email Templates’ section and have been assigned a menu option under the
‘Communications’ section in setup. |
|
930 |
Dispense |
After selecting ‘Outside Rx’ in the ‘Source’ list, it is now possible
to edit the practitioner field below – useful to record where the
prescription has come from. |
|
1039 |
GOS Forms |
‘Patient Ethnicity’ is now available as a
‘tick’ merge field. For the new NHS England GOS forms we are required to
provide functionality to tick the appropriate ethnicity field on the form. |
|
1093 |
Appointment Diary |
The last patient found in the diary is now remembered, useful if
booking the same patient into multiple slots. |
|
1130 |
Contact Lens Orders |
The frequency for ‘Auto Re-Order’ has been
changed from months to weeks to allow greater flexibility. Any orders
currently set to months will be converted to weeks. |
|
1209 |
Appointment Diary |
A ‘Select/Deselect All’ option has been added to the ‘Print’ window. |
|
1251 |
Homescreen |
A ‘Go to Patient Record’ option has been
added to the right-click menu of the ‘Collections’ widget. |
|
1268 |
Timeline |
A ‘Go to Patient Record’ option has been added to the right-click menu
of the ‘Timeline’ window. |
|
1309 |
NHS Scotland eGOS |
There is a new option to display the
prescription associated with a GOS1 claim |
|
1317 |
System |
A progress bar has been added to the update process to give a more
realistic idea of how long is left until the update completes. |
|
1319 |
Business Intelligence |
Column totals have been added to the
‘Dispense’ & ‘Remakes’ dashboards, giving average dispense value per pair
& per patient for the practice as a whole. |
|
1326 |
Contact Lens Records |
The ‘Opticians Name’ column has been added into the ‘View All Contact
Lens Records’ table. |
|
1331 |
System Login |
More information is shown during the login
process to keep the user informed. Information is displayed in the status bar
at the bottom of the window. |
|
1336 |
Performance |
A change has been made to how timeline entries are maintained, this
should result in a speed increase across all parts of the system that access
the timeline database. |
|
1349 |
Contact Lens Records |
The anchoring on the ‘Recall’ tab has been
modified and splitters added so that the ‘Px Advice’ and ‘General Advice’
boxes can use more of the space. |
|
1354 |
Stock |
A new role option has been added to prevent changes to stock records at
another branch than the one currently logged into. The new option ‘Allow Edit
at Non-Active Branch’ can be changed in ‘Role Options’ |
|
1364 |
Data Cubes |
A ‘Branch’ option has been added to the
‘Correspondence’ data cube. |
|
1365 |
Till |
There is a new option that allows professional fees and dispensing fees
to be added together and displayed as a single fee with a user defined label
on the till receipt. |
|
1375 |
System |
Various mail merge fields have been added /
deleted following the contact lens database changes in the last release. |
|
1433 |
Business Intelligence |
A change has been made to the ‘Recall’ dashboards to quickly view the details
of patients who have not returned and send them additional marketing. |
|
1470 |
System |
The postcode lookup service has been
updated to use the HTTPS protocol. |
|
1471 |
eGOS Scotland |
The ‘Patients Statement’ and the ‘Patients Declaration’ have been separated. |
|
1480 |
Contact Lens Records |
The lens status is now set to ‘Primary
Pair’ for the initial record created for a patient. |
|
1482 |
Contact Lens Records |
Selecting "GP Toric" or "GP MultiFocal Toric" lenses will now enable the 2nd BOZR and 2nd BVP fields. |
|
1599 |
Contact Lens Records |
The optometrist / opticians name is now
displayed on the contact lens home screen. |
|
1637 |
Sight Test Records |
The user will now be asked to confirm whether NHS entitlements updated
on the test record should be transferred to the patient record but only when: ·
The Test being added/edited is the latest test ·
The Test date is not today's date |
|
1703 |
Email |
The list of ‘Top Level Domains’ has been
updated (includes .gov.wales) |
|
BUG FIXES |
Jump to: Headline Features | Product
Enhancements |
||
ID |
Category |
Summary |
|
256 |
Ordering |
Addresses an issue where emailing an order
wasn’t working for customers using a RDP server. |
|
473 |
Schemes |
Addresses an issue where the payment schedule did not build correctly. |
|
599 |
Reporting |
Addresses an issue where discount lines
were being counted in the items sold total on the ‘Sales by Item’ reports. |
|
641 |
Schemes |
Addresses an issue where a scheme payment amount could be changed with
a status of ‘Submitted’ |
|
890 |
Till Setup |
Addresses an issue where a stock item from
one branch could be assigned to a till button at a different branch. |
|
912 |
Till Setup |
Addresses an issue where till buttons could not be modified in the
‘Till Button Layout’ tab until the branch is loaded in the ‘Till button Tree’
tab. |
|
1017 |
Petty Cash |
Addresses an issue where the VAT amount didn’t update when the gross amount was changed, or the
group was updated. |
|
1082 |
Email |
Addresses an issue where emailed receipts have been ‘cut off’, this did
not affect all users and only certain computers within a practice. A ‘shrink
to fit’ option has been enabled to solve this problem. |
|
1090 |
Till Cash Up |
Addresses an issue where the ‘Cash Total’
was not remembered in the cash up window if it was closed and then re-opened. |
|
1099 |
Reporting |
Addresses an issue on the ‘Payments by Group’ report where the total columns (Dispensing Fees, Vatable Amount and Net Amount) were sometimes out by a small amount of pence. |
|
1118 |
Order Setup |
Addresses an issue where FLEX had to be
restarted after a new ‘Order Status’ was added before it could be seen in any
lists. |
|
1131 |
Pre-Exam Screen |
Addresses an issue where the previous dispense rx was not being
imported, the dispense detail (frame,
lenses etc) was being imported correctly. |
|
1135 |
Till |
Addresses an issue where payments of the
same type are bundled together into one in the ‘Void’ window, making it
impossible to void a single payment amount. |
|
1136 |
Patient Record |
Addresses an issue when updating the address for a family, only the
initial family member that was changed has a patient note created with the
previous address in. |
|
1185 |
Till |
Addresses an issue on the ‘A4 receipt
report’, if there was no collection date recorded the receipt would print a
zero. |
|
1210 |
SMS |
Addresses an issue where further status updates were not being
retrieved from the 24x server. |
|
1228 |
Schemes |
Addresses an issue when printing a scheme
record where the date of the first payment prints MM/DD/YYY format. |
|
1288 |
Sight Test / Clinical |
Addresses an issue where a sight test recall could be deleted even
after the ‘Cancel’ button has been clicked. |
|
1289 |
Appointment Diary |
Addresses an issue where
splitting a zero-length slot causes FLEX to crash. |
|
1301 |
Contact Lens Order |
Addresses an issue where changing the delivery address would not save
the new address into the database |
|
1332 |
Appointment Diary |
Addresses an issue where a cancelled
appointment is still visible in the diary. |
|
1337 |
Email |
Addresses an issue where blank delivery dates would cause FLEX to
crash. |
|
1339 |
Clinical |
Addresses an issue where clinical billing
items could not be deleted. |
|
1346 |
Speedwriting |
Addresses an issue where continuing a letter that was previously
created whilst viewing a different patient record would pull the wrong
patient detail into the letter. |
|
1357 |
Homescreen |
Addresses an issue where double-clicking
input box on the search window opens a blank patient record. |
|
1360 |
System |
Addresses an issue where windows lose focus and the system ‘freezes’,
known windows affected are ‘New CL Order’ & ‘Dispense Notes’ |
|
1361 |
Patient Record |
Addresses an issue (that cannot be replicated internally) where entitlements are
sometimes saved against the wrong patient. Changes have been put in place to
ensure that this is not possible. |
|
1362 |
Data Cubes |
Addresses an issue where the dispense data cube was crashing FLEX. |
|
1380 |
Orders |
Addresses an issue where FLEX would crash
when sending an email order. |
|
1381 |
Contact Lens Orders |
Addresses an issue where the pack size field could not be edited. |
|
1384 |
Staff Tasks |
Addresses an issue where actions related to
a task are not being refreshed in a timely fashion. |
|
1385 |
Business Intelligence |
Addresses an issue where merge field data was not merging when using
the ‘Send To > Via Letter > Print Now’ option within popular searches. |
|
1388 |
Contact Lens Records |
Addresses an issue within contact lens
records where it was possible to edit a medication by double clicking it in
the list. |
|
1390 |
Sight Test Records |
Addresses an issue within the sight test record where ‘Referred by’ tick
boxes would be displaying the wrong value until FLEX was restarted. |
|
1391 |
Contact Lens Records |
Addresses an issue where
adding more than 8 pairs of trial lenses would crash FLEX. |
|
1392 |
Appointment Diary |
Addresses an issue where the automatic appointment notes would
disappear when the booking screen loaded fully. |
|
1402 |
Email |
Addresses an issue where the wrong contact lens
prescription data was displayed when previewing an email, the correct data
was actually being emailed. |
|
1407 |
Voucher Submissions |
Addresses an issue where a reduced voucher value added through the till
was appearing in the submissions window as the full value. |
|
1417 |
Word processor |
Addresses an issue where the merge field ‘CliCleRecFreq’ didn’t work. This
has been removed and data is now stored in the ‘ContactLensRecallTable’. |
|
1421 |
Contact Lens Records |
Addresses an issue where the status of trial lenses could not be
changed by using the right-click options. This
was patched in 1.4.10.x |
|
1422 |
WinFit Export |
Addresses an issue where only the near pd
was exported for BF & VF orders. |
|
1437 |
eGos Scotland |
Addresses an issue where apostrophes an a
patient’s name would return an eGos error. |
|
1463 |
Patient Record |
Addresses an issue where
trying open a PDF that was already open would crash FLEX. |
|
1507 |
Contact Lens Records |
Addresses an issue where printing a document
from the ‘Shortlist’ after saving a contact lens record did not merge the
correct data. |
|
1511 |
Till |
Addresses an issue where re-printing a
receipt would print the current time not the time the receipt was originally
created. |
|
1529 |
Sight Test Record |
Addresses an issue where the <<TestRxPreviousDisRightVAA>>
and <<TestRxPreviousDisLeftVAA>> were
not merging from the ‘Given Rx / Final Rx’ tab. |
|
1531 |
Data Mining |
Addresses an issue where FLEX would crash
when attempting to run an sql that includes an
‘UPDATE’ statement. |
|
1555 |
Sight Test Record |
Addresses an issue where FLEX would crash when attempting to copy a
previous rx which was blank. |
|
1565 |
Contact Lens Record |
Addresses an issue where mail merge fields
from the ‘ContactLenRecall’ table were not merging. |
|
1570 |
Appointment Diary |
Addresses an issue where appointment details were erroneously
transferred to another patient (only
affected one site). |
|
1574 |
OPS Direct Debit |
Addresses an issue where it was possible to
type directly into the ‘Status’ column on the payments due screen. |
|
1598 |
Communication |
Addresses an issue where paragraph text did not preview correctly when changing the group combo with a pre-selected paragraph. |
|
1607 |
Clinical Records |
Addresses an issue where FLEX will crash
during a drag & drop event if the dictionary item is dropped onto a
scroll bar. |
|
1644 |
Business Intelligence |
Addresses an issue where old recall fields were being referred to
during the calculation of CL return rates on the ‘CL Recall’ dashboard. |
|
1654 |
Business Intelligence |
Addresses an issue where the ‘Top Spenders’
analysis panel on the patient dashboard included payments that had been
voided. |
|
1675 |
Business Intelligence |
Addresses an issue where the ‘New Patients’ analysis panel on the
patient dashboard didn’t work for multi-branch sites. |
|
1667 |
System |
Addresses an issue where
clicking the ‘PCD call button’ in Barclaycard integration setup would crash
FLEX due to an un-registered component. |
|
1678 |
OPS Direct Debit |
Addresses an issue where apostrophes in a patient’s name would cause an
error. |
|