Build: 1.1.15.0

Enhancements

1. Appointment Diary Filter

The staff member filter has been enhanced to separate names with upcoming clinics from others with no future clinic.

Reason: To make is quicker and easier to find the correct name when filtering the diary.

2. Appointment Booking Form Font Size

The font size of the appointment date and time has been increased on the appointment booking form.

Reason: Better clarity of the key information that needs checking to ensure the correct appointment slot was selected.

3. Clinic Name and Date Font Size

The font size of the clinic name and clinic date has been increased.

Reason: Better clarity when viewing the diary.

4. New filter added to the appointment search

A new filter has been added to the top of the appointment search, ‘Only this Optom’.

Selecting a clinician from this drop down will then search through their available appointments only.

5. Appointment Drag and Drop

When dragging a booked appointment to a new appointment slot, it will highlight the appointment slot your cursor is over

Reason: To give better clarity to which appointment slot the patient’s booked appointment is going to be dropped into.

6. Booking of appointments in the past

If you now try to book an appointment in the past, you will receive a warning message before the appointment booking form opens.

Also if an appointment slot is opened that has an appointment time of more than 1 hour in the past the top bar will be coloured with the warning colour and the word 'PAST' will be added to the top bar information.

Reason: Visibility. to ensure you know an appointment slot is already in the past before you book or edit it.

7. Patient next appointment button

The 'Px Next Appointment' button has been removed from the bottom bar of the appointment screen.

Reason: It is no longer relevant as it only worked for the patient that was currently open on the main patient screen.

It has been replaced by 3 ways to go to a patients previous or next appointment.
Option 1: From the appointment diary, right click on the patients booked appointment slot, a new menu option ‘Patient Other Appointments’ has been added, selecting this option will list all the patients’ appointments (previous and future). Clicking on one of these appointments will open that patient’s future or past, appointment.

Option 2: From the patient search, click on the 3-dot menu for the patient, there is a new section called ‘Latest Appointments’ here the patients’ booked appointments are listed. You can now click on one of these to open that appointment slot.

Option 3: On the patient screen along the bottom bar, the booked appointment button will now.
a) If clicked take you to the last or next appointment.  (Function depends on the status text of the button.)
b) If you click on the arrow beside the button, you will see all previous or future appointments. Click on any of the appointments listed to go to that appointment.

8. Editing patient details on the appointment booking form

When editing the patient details on the appointment booking form you can now go to the GP and College search.

9. ‘Patient Arrived and Go To’ Menu

There is a new sub menu on the patient appointment right click menu. ‘Patient Arrived and Go To’

Clicking on an option in this sub menu will mark the patient’s appointment as arrived and jump you straight to the module of choice.

10. Delete AM/PM of Clinic

Functionality added to allow you to delete the whole morning or afternoon of a clinic in one go, provided that there are no booked appointments.

Delete AM (anything before 12:30 inclusive)

Delete PM (anything after 12:30)

Reason: To make the removal of appointment slots more efficient and to allow for AM or PMs of clinics to be booked in other branches after the initial creation of the original clinic.

11. View px details button and 3 dot-menu added to appointment waiting lists

The patients wanting earlier, and future appointments forms have been enhanced so that patient details can be viewed by clicking on the patient icon. It also now includes a 3-dot menu so that the patient can be contacted, and patient activity updated in a more efficiently.

12. Report Favourites

You can now mark a report you use often as a ‘favourite’. It can then be easily located by clicking on the favourite’s icon next to the report module home button.

How: With the report open that you want to mark as a favourite click the ‘Add to favourites’ icon.

To access the reports in your favourites list, click the ‘My Favourites’ icon next to the ‘Home’ button

13. EGOS Signature Status

When a signature hasn't been taken on a claim highlight the signature buttons on the bottom bar with the warning colour. Reason: Its more obvious that a patient hasn't signed yet before they leave the practice.

14. Report Memory

A ‘memory’ added on selected report parameters so that the next report you run will default the parameter values to match the previously run report. Report Filters remembered:

• Branches selected
  
• User selected
  
• Supplier selected
• From Date
• To Date
• Product Group

Forename and Surname now separated on deferred payments

Deferred payments can now be filtered by either forename or surname for improved searching and sorting capabilities.

Changes:

1. Appointment Diary
   The reset filter button will now reset to today if the previously selected staff member has no future clinics.
   
   
2. Report Buttons
   Tidying the text on some of the report buttons to stop the descriptions overlapping the bounds of the menu buttons.
   
3. Report Dates
   The default 'to' and 'from' dates are now set today rather than the 'from' date been set to last month.
   * Apart from a few where we specifically change the dates to a month or a year by default.
4. Clinical record tag highlighting
   When answers were added to a clinical record using the multi answer (right clicking on a tag) the answers were highlighted so when you started typing the may over type the answers you selected. Now the answers are not highlighted, and a space is added after the last answer where the cursor will default to so you can start typing straight away. Reason: Less potential of overtyping text and quicker to continue with your record after selecting the answers.
5. Clinical Record Key Board Short Cuts.
   Remove the functionality of the shift and left or right cursor keys that used to delete a character. Now holding shift and pressing the right or left cursor key allows you to select the text. Reason: Functionality now is consistent with most other windows applications.
6. Enhanced EGOS Validation. 
   Validates for blank surname and/or forename. Validates for sale amounts over £1000 that the PCSE will not be able to electronically process and amends the sale price to the voucher value.
   
   
7. Canada / America prescription notations.
   All forms where an axis is entered (exams, Dispense, Orders etc)
   Now padded to 3 charecters i.e. 008, 076. Added the M format to near vision and near VA on the right click and up/down arrow scroll now list 8.0M,6.3M,5.0M,4.0M, 3.2M etc
   
   
8. Appointment booking form
   Changed the text on the close button to say 'Close Don't Save' rather than 'Cancel Don't Save' and changed the icon to a close icon rather than a cancel icon.
   
   
   
9. Patient actions, Form layout change.
   Slight change to the position of the two check boxes ('No Date' and 'Set Reminder') and the 'Action For' dropdown. Also removed the hover text from the check boxes. Reason: To avoid the 'No date' box been selected by mistake because the hover text for the 'Set Reminder' box was over the 'No Date' box)
   
   
10. Actions Form
    Removed the change the defaults to the form that occurred when either box was ticked. Now only ticking the 'No Date' box defaults the 'Show Reminder' box to true

Catalogue Updates:

New Nikon Catalogue June 2024, including Trans Gen 9 lenses and Ruby Tint.

Fixes:

1. Loading a new profile picture was causing an error.
2. Improvement to the warning note about a patient not being due an NHS sight test
3. Voucher Code and Authorisation code are now editable on new claims
4. Error message: Invalid URI. Occurred when submitted claims that had not been saved previously.
5. Supplementary/Other Exam form was using the patient create document list rather than the list of documents associated to eye exam
6. KPI report showed the word Error in the Turnover per eye exam is no dispenses done in that particular period.
7. The invoice report requested that it needed a supplier selecting, even when you have selected a supplier.
8. Fixed possible error when trying to merge or delete a patient that had mandate, or cl audit change records.
9. In some circumstances when the patient signature was cleared the start pad button did not reappear