Optisoft Enterprise Release Notes

Overview

Enterprise v7.15.1

• Fix for the Appointment Booked report.

Enterprise v7.15.0

• Patient Prescription now loads a new form, to avoid the user overwriting historical Rx's.
• Introduction of Universal Credit Analysis Code for Scottish GOS Forms.
• New GOS 3 + 4 Scottish GOS Forms.
• Performers Name and List Number to be automatically populated on all GOS Forms.
• Add the ability to prevent the Patient's Rx from automatically populating the GOS forms, if required.
• Add the ability to have the Contractor Name automatically populate the GOS forms instead of Branch Name, if required.
• Fix for the Batch Printing of GOS forms when choosing the 'Front then Backs' option.
• Fix for OptiPost where documents were being overwritten if Recall Runs were being performed too quickly.
• Change for Cash Report Security to prevent the user having to keep constantly logging in, after closing a report.
• Fix for the VAT Category Report, where All Zeros where not being shown.
• Numerous changes to reintroduce the Intermediate Rx into all necessary areas of the software.
• Numerous changes to increase the range of available EDI catalogues.
• Numerous changes to improve the stability and functionality of EDI Lens Ordering throughout the dispensing process.
• Fix in Spectacle Dispensing to calculate the Blank Sizes of Bifocal Lenses correctly.
• Fix in Spectacle Dispensing where an error was occurring when trying to dispense Lenses with Macros into Separate Eyes.
• Update to the available Standard Shapes in Spectacle Dispensing.

Enterprise v7.14.0

• Fix to prevent blank emails from being sent.
• Fix to ensure the email disclaimer loaded correctly.

Enterprise v7.13.0

• Fix an issue where the Email Header was not being centered correctly on mobile devices.

Enterprise v7.12.0

• Fixed for receipt printing, where is printing 2 copies, the same printer is used.

Enterprise v7.11.0

• Fix for an error caused by deselecting options in the EGOS Submissions Filters
• Fix for batch printing GOS Forms to an Epson BX630FW printer.

Enterprise v7.10.0

• Tab order correctly in Voucher Maintenance.
• Fix to enable the Print Icon after selecting a Patient Record via the Duplicate Check feature.
• Fix to save the GP against the Patient Record, when in Surgery mode.
• Bug fixed where the wrong patient details would be printed onto a Standard Form/Letter.
• Addition of a setting that allows enclosures only to be sent with a Recall Email.
• Change to allow multiple selection when Suppressing Recall Letters on the History Tab.
• Fix in SMS settings where one control was incorrectly changing another controls value.
• Fix to an error in Report Generator when searching using GP information.
• Fix to the Optical Dispensing History report to ensure using historical data.
• Change in Appointment 7 Day view, to clarify the functionality of the 'All Opticians' option. Changed to 'All Appointments' to signify an overview of all appointments in the date range, rather than optician availability.
• Fix for multiple dispenses for the same patient not appearing in Find Dispense in Cash module.
• Bug fix to apply Frame Supplementary Charges when selected in the Cash Module.
• Change to allow Lens Extras pass into the Cash Module.
• Fix for the wrong price being display on lenses, when dispensing for separate eyes.
• Fix so Near Prisms are used when using near distance in Spectacle Dispensing.
• Fix for the Order Status 'Received', in CL Dispensing.

Enterprise v7.9.0

• Slight alteration for the new addition of Separately Disclosed Charges (SDC) in the Cash Module.

Enterprise v7.8.0

• Addition of Separately Disclosed Charges (SDC) into the Cash Module.

Enterprise v7.7.0

• Fix to an error caused by missing Prism Values in GOS Forms.
• Size alteration not some of the Welsh GOS Forms.
• An Order Tracking Icon added into the toolbar in the Patients Module for easier access.
• Fix to address the loading of Appointment Templates in the 7 Day View.
• Change to allow Appointments to remember the last Optician selected when leaving the module.

Enterprise v7.6.0

• Addition of a Recall Telephone List into the Recall Module.
• Bug fix to address the correct calculation of VAT when performing a refund.
• Change to increase the length of a Lens Macro Name.

Enterprise v7.5.0

• Fix to the GP field in the Patient Module, causing a Save popup to appear.
• Addition of 3 new reports into the Cash Module. Cashing Up, Weekly Summary and Yearly Summary Reports.

Enterprise v7.4.0

• Fix to the Scroll Bar on the Documents Tab in the Patient Module.

Enterprise v7.3.0

• Added the ability to export the Dispensing Optical History Report.
• Bug fix to allow you to change the selected GP to one with the same name, but a different practice.
• Fix for passing only one prism through into the GOS Forms.
• Fix to stop a recall showing as being suppressed by appointment, when that appointment time has already passed.
• Fix to stop a blank page from being sent through into OptiPost, when a Recall Enclosure is present.
• Added the ability to edit a Single Instance or a Sequence of Note/Recurrences in Appointments Module.
• Addition of Practice Name and Town to the Patient Transaction and VAT Category reports.
• Change to allow only one coat be selected in Spectacle Dispensing.
• Addition of Supplier Code on the Stock Take and the Stock Value report.

Enterprise v7.2.1

• Bug fix for selecting a Blank Tray when printing GOS Forms.
• Alteration to the English GOS3 form, to allow a 6 digit number to be added in the Rx Fields.
• Numerous changes to the Scottish GOS Forms.

Enterprise v7.2.0

• A link to Remote Support, under the Help Menu, has been added.
• Issue resolved with recall.dat file asking to be saved as recall.doc.
• Patient Mobile Number added to the Recall Patients Details Tab.
• A solution to try and address the calling of Patients and easily then booking them an Appointment, before the printing of their Recall Letters, has been added to the software.
• Added to ability to still Print Preview the Dispensing Template, after the dispense has changed into an order.
• Issue with the Lens Extras tripling in price has been resolved in the Spectacle Dispensing Module.
• Fix to resolve the wrong Prescription being used when dispensing Near SV lenses.
• Change to stop the Ordering Template from automatically being printed out when updating a Dispense's status to Sent.
• Removal of the 'Send Order to Supplier' icon in Spectacle Dispensing, as it is no longer required.
• Allow Order Tracking to sort orders via the patients name, not their title.

Enterprise v7.1.0

• Daily Taking Report added to the Cash Module.
• Fix to make the Discounts Report work.

Enterprise v7.0.25

• Numerous coding changes to speed up the whole Recall Run process.
• Change to allow Recall Exporting to still send Recall Emails.
• Fix to allow Recall SMS's to be sent.
• Fix on the Scottish GOS 3 Form for Near Rx Axis Values.
• Fix on the Irish GOS 2 Form for Prism values.
• Addition of a Batch number for eGOS Submissions.
• Update to the Trace File format in Spectacle Dispensing.

Enterprise v7.0.24

• Overhaul of the entire system to work with .docx format instead of .doc to fall inline with Microsoft Word 2013
• Correction of a spelling error in the Email SMS installer.
• Fix applied to the Appointment Module to allow the day to start earlier than 9:00AM.
• Speed Improvements to the Stock Module when loading the list of Stock Items.

Enterprise v7.0.23

• Fix for Plano Sphere values and 7 digit GOC numbers on the Scottish GOS 3 Form.
• Speed Improvements to the Stock Module when loading the list of Stock Items.

Enterprise v7.0.22

• Change made to force the user to select a Frames's Colour & Size to guarantee that stock levels are kept accurate.
• Added ability to electronically submit Welsh GOS 1 & 3 forms.

Enterprise v7.0.21

• Issue with the calendar control on the GOS 1 form whilst running Windows XP, has been resolved.
• Added ability to print to different trays when printing GOS forms.
• Issue with the batch printing of GOS forms retaining incorrect data has been resolved.
• Removal of Email SMS Tracking as this is no longer required.
• Fix for Over The Counter transactions when Cash Transaction Security is active.
• Fix to restore the Voucher tick box in Payment Category maintenance.

Enterprise v7.0.20

• Change the Help link to point at the new Online Help, rather than the old legacy Help Files.
• Fix for the loading of Frame Maintenance, specifically on Windows Server PC's.
• Fix to allow the Duplex printing of GOS Forms.
• Fix for the Welsh GOS 1 and 3 Files
• Alteration made to stop Recall Emails being sent through into OptiPost.
• Fix for ordering Patient records via Date of Birth in the search window.
• Measures taken to ensure Transactions are not missed, with regards to VAT, when using Cash Accounting.
• Fix introduced to correct an issue when discounting items of more than 1 quantity, when using Cash Accounting.
• Fix to allow the Voucher report to view data from the dates selected, not solely from the dates in between.
• Fix to stop Spectacle Dispensing defaulting to the most recent Rx when saving a Dispense.
• Fix for zero valued dispenses causing an error when brought through into the Cash Module.

Enterprise v7.0.19

• Changes to the order of the Maintenance Menus
• Fax number moved from GP Maintenance to Surgery Maintenance.
• Change to Frame maintenance to address a column spacing issue on the Size, Bridge and Length fields.
• Change to Contact Lens Solution maintenance to allow the correct Cash Categories to be shown.
• A new feature to allow the Batch Printing of GOS forms added.
• Issue resolved to stop the Recall module from changing the Default Printer of the PC.
• Fix for an issue where the BVD merge field was printing '0' when left blank.
• Fix for an issue where Note/Recurrences where not being saved in the Appointment module.
• Issue where an Appointment SMS Reminder for a moved appointment was not being generated has been resolved.
• A new feature to add a Built In List into Frame Maintenance that lists the Last 20 Frames entered.
• Fix to stop users incorrectly being able to change the price of items, simply by typing into text fields, added to Spectacle Dispensing.
• A new feature to allow the user to Copy a frame, added into Frame Maintenance.

Enterprise v7.0.18

• Issues regarding Scroll Bar controls on a 64bit PC within the Patient Module has been resolved.
• New Feature introducing OptiPost into Optisoft Enterprise.
• Changes to the English GOS3 Form where dates were being changed uniformly.
• Numerous corrections to the Scottish GOS Forms.
• Change to unlock the Appointment Demographic Tab regardless of appointment status.
• Alteration to the VAT Category and the VAT report to show the correct VAT amounts.
• Fix to the printing of Account Balance on receipts when a patient record is not present.
• Fix to the date being recorded in American format, against reconciled vouchers.

Enterprise v7.0.17

• A Data Integrity check has been added to the software to try and eliminate major corruption issues with the database, which may go unnoticed.
• Fix to the saving of an Email Header in Email/SMS Maintenance.
• Fix to the saving of a GP record into the database where the wrong popup message was bring displayed.
• Change to remove the enforcement of selection an Ophthalmic Optician or Dispensing Optician on a Staff Record.
• Update to Branch Maintenance to help populate GOS Froms.
• Update to Staff Maintenance to help populate GOS Froms.
• Fix in Recall Category Maintenance that prevented the user from exiting the screen.
• Fix for an error occurring when Optisoft Enterprise is starting has been resolved.
• Fix for an error occurring when deleting a transaction whilst running Invoice Accounting in the Cash module.
• Numerous fixes to resolve issues in Markup Schemes Maintenance.
• Fix in Suppliers Maintenance to order the results on Name rather than Short Name.
• Change to Frame Maintenance with the introduction of a Markup Calculator.
• Change in the Patients Module to automatically update the Salutation field if appropriate to do so.
• Change in the Patients Module to automatically save any printed GOS forms to the Documents tab.
• Fix to prevent an error occuring when deleting an SMS message from the Patient Documents tab.
• Change to the amount of data loaded when finding a Patient record, to try and improve the responsiveness of the software.
• Numerous bug fixes to the GOS Forms application.
• Numerous cosmetic changes to the Report Generator to improve its ease of use.
• Fix in the Cash Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
• Correction to the calculations made on the VAT Category and VAT reports in the Cash Module.
• Fix in the Stock Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
• Alteration to Default Coats. Their price will no longer be set to zero when applied to a lens.
• Numerous bug fixes to the EDI process in the Spectacle Dispensing Module.

Enterprise v7.0.16

• Improvements to the log files have been made, to assist the Support Desk where necessary.
• Fix for Scroll Bars in Frame Maintenance.
• Spelling correction in Prism Maintenance.
• Fix for a error caused by opening a scanned document on a workstation PC.
• Addition for electronically processing English GOS3 forms.
• Numerous changed to the GOS Forms application.
• Fix when exporting Recall Information where comma's may be present in the Patients Address.
• Fix to allow Recall exporting from a workstation PC.
• Email Disclaimer will now only be added onto every new email.
• Fix to allow the user to create Documents on 64bit PCs.
• Fix to allow Items and Payments to be deleted from a Transaction in Cash Module.
• Change to show Zero Payment Categories on the Patient Transaction Report.
• Change to allow the VAT Category report to be run via Session ID.
• Numerous bug fixes to prevent Lenses not showing in Spectacle Dispensing.
• Numerous enhancements to the EDI ordering process in Spectacle Dispensing.

Enterprise v7.0.15

• Change to correctly calculate the Last Visit date of a Patient Record, based on the available modules.
• Change to correctly calculate the Next Visit date of a Patient Record, based on the first Recall Band date.
• Alteration to the Delete popup, when deleting a Patient Record, to make it more prominent.
• A list of Patient Record currently on a specific Recall Category, has been added to aid in the deletion of Recall Categories.
• A fix for closing down Microsoft Word, when performing a mail merge through the Report Generator has been added.
• Numerous fixes addressing the speed of the Report Generator.
• A fix to the Find Next Appointment procedure in the Appointments Module to exclude Note/Recurrences in its search.
• Major overhaul of the Change Procedure in the Cash Module.
• Major overhaul of the Refund Procedure in the Cash Module.
• Major overhaul of the Voucher Reconciliation Procedure in the Cash Module.
• Numerous changes to improve the general processing of Dispenses in the Spectacle Dispensing Module.
• Numerous changes to enhance the EDI ordering Process.

Enterprise v7.0.14

• Change to the maximum length of a Lens Name in Lenses Maintenance.
• Introduction of National Insurance and NHS Number Validation on the Patient Record.
• Scanning enhancements for Windows XP and Windows 7.
• Issue involving the Sort Order on the History Tab in the Recall Module has been resolved.
• Issue involving the Sort Order in Find Dispense in the Cash Module has been resolved.
• Fix for the date displayed on the main screen in the Cash Module.
• Fix for an error caused when processing multiple dispenses for the same Patient Record in Spectacle Dispensing.

Enterprise v7.0.13

• Check to correct historical VAT issues implemented.
• Fix for an error caused when closing the software.
• Utility that checks the integrity of the database, in an attempt to prevent major issues occurring, has been implemented.
• General error with the GOS Form application has been resolved.
• Fix to prevent the Recall module from crashing, when processing Recall Letters for Patients that have a deleted Optometrists record attached to them.
• Changes made to allow Workstation PCs to copy Patient Documents to a local location to try and prevent issues with locked documents.
• Fix to stop deleted Payment Categories from showing in Voucher Maintenance.
• Fix to address an issue when scanning a product into the Cash Module and it's retail price not being displayed.
• Fix to address an issue with the Payment menu reappearing after clicking on the Cancel button.
• Change to make all prices in the Cash Module display as 2 decimal places.
• Numerous bug fixes to the Cash Module to improve stability.
• New feature to allow users to apply a Discount to an already completed transaction in the Cash Module.
• Change to allow multiple refunds on a single transaction in the Cash Module.

Enterprise v7.0.12

• 64 bit integration for all Optisoft Software
• Change to the installer to stop it from installing the server version of the software, on a workstation PC.
• Change to get Patient Documents to open in front of the main software instead of behind it.
• Numerous GOS Forms enhancements
• Addition of a multi-selection feature when selecting Patient Recalls on the History Tab in the Recall Module.
• Fix to resolve an error on the Patients Tab in the Recall Module, causing the software to crash.
• Fix to stop automatic SMS Recalls from being send out when the Patient has responded to their original Recall.
• Addition of a Default Image program for opening images from the Patient Documents Tab.
• Change to get Templates to open in front of the main software instead of behind it when editing in the Form Designer.
• Fix to stop an error from occurring when clicking Delete in the Form Designer.
• Fix to stop an error occurring in the Report Generator when performing a mail merge.
• Fix to stop the Payment Menu from appearing twice when trying to pay off an outstanding balance.
• Fix to make the correct Refund amount pass through into the Refund Screen.
• Addition of a multi-selection feature when selecting Dispenses in the Cash Module.
• Fix to allow the Patient Transaction Report to run via Session ID.
• Fix to clear the Session ID once the Patient Transaction Report has been closed.
• Addition of a new Detailed Payment breakdown on the Patient Transaction Report.
• Fix to an error caused when processing an Order without a Supplier.
• Fix to Custom Statuses to make them more consistent throughout the software.
• Fix to stop Vertical Prism Base's from being excluded on the Spectacle Dispensing print outs.

Enterprise v7.0.11

• Fix to stop the software from allowing Lens Macros having a blank name.
• Addition of a Copy function into Markup Schemes.
• Spelling correction on Incoming Call Popup in the Patient Module.
• Addition of Lens Retail Prices coming through into the Cash Module.
• Change to allow the software to handle identical dispenses in the Cash Module.
• Fix to address a known procedure that can Bypass the Security layer in the Cash Module.
• Fix to stop the Category Sales Report from showing Hidden Transactions.
• Numerous changed to the Spectacle Dispensing Module to try and streamline the whole process.
• Fix to try and speed up the loading times within the Stock Module.

Enterprise v7.0.10

• Addition of a separate application to deal solely with GOS Forms.
• Alteration to the KPI report to pick up the local currency symbol.
• Fix for the Send to Optomnotes button in the Patient Module being Enabled at the wrong time.
• Fix to resolve numerous errors with the Patient Photo feature.
• Fix to Note/Recurrences forgetting their End Time in the Appointment Module.
• Fix to resolve numerous issues with the Appointments Source Report.
• Numerous enhancements to the Spectacle Dispensing module, designed to streamline the whole process.

Enterprise v7.0.9

• Change to prevent the editing of EDI Lens Macros and Questions.
• Change to stop Microsoft Word from losing focus when printing Patient Standard Letters.
• Move and renaming of the Insert Tab in Recall Enclosure Maintenance.
• Addition of a toggle setting in Supplier Maintenance to turn On/Off/Partial EDI Ordering.
• Addition of a Password Field into Supplier Maintenance.
• Fix to prevent the user changing the Name of a Staff Member causing a mismatch of data from other areas of the software.
• Fix to prevent duplicate Lens Macro Names.
• Addition of Lens Values into the Cash Module.
• Fix to prevent deleted Staff Members from appearing on the Recall Letters.
• Fix to the BCC facility in Email.
• Fix to Email/SMS Tracking.
• Fix to the Recall Module following the release of numerous Microsoft Windows Updates.
• Change to allow the Vision, VA and NVA values to be customised per database.
• Fix to stop the Save and Delete icons from being available at the wrong time in Patients Lifestyle Code Maintenance.
• Fix to prevent the software automatically selecting the first available code, when entering Patient Lifestyle Code Maintenance.
• Addition of BVD as a merge code in Form Designer.
• Ability to run the Outstanding Vouchers Report in groups of vouchers, rather than just via date.
• Change to simplify the Operators used in the Report Generator.
• Alteration to the Appointments reports to exclude Staff Members not listed for available appointments.
• Restriction for the Vouchers Maintenance menu for Cash systems only.
• Addition of Appointment Day merge code for use with Appointment Cards.
• Fix to enable the scanning of Miscellaneous Items into the Stock Module.
• Correction to the Collected Date format in Order Tracking.
• Addition of a setting that allows the user to determine whether the Email Header is included on Adhoc, Recall and Appointment Emails.
• Alteration to the Sell and Pay interfaces in the Cash Module.
• Fix for an error caused when Finding a Dispense in the Cash Module.
• Change to remove the hard coding of the VAT rate in the Cash Module.
• Numerous changes to Lens Catalogues to help stabilise their use within the software.

Enterprise v7.0.8

• Fix to make the GP and Surgery Build In List search in the Patient module.
• Enforce the selection of Colour and Size when selling a Frame through the Cash module.

Enterprise v7.0.7

• Fix to and error causes by clicking the Padlock buttons in Frame Maintenance.
• Fix to ensure Patients Date Of Birth is formatted correctly.
• Removal of the Search Facility in Product Category Groups Maintenance, as it is not longer required.
• Fix in Contact Lens Solution Maintenance to allow for 13 digit bar codes.
• Change to prevent the changing of Recall Category Names, if such category is already assigned to a Patient Record.
• Change to prevent the user from changing a Recall Category Band Value whilst the category is already assigned to a Patient Record.
• Numerous changes to the search facility in the Cash Module.
• Addition of EDI Lens Catalogues into Spectacle Dispensing.
• Fix to prevent DPD values from not printing on the Ordering Templates.

Enterprise v7.0.6

• Fix to the Default STD Code in Patient Settings, that prevents the user from adding too many digits.
• Numerous fixes to the GP Maintenance procedure.
• Fix to the Comments Field in Patient Rx screen, that prevents the user from adding too many characters.
• Fix to the VA Fields in Patient Rx screen, that prevents the user from adding too many characters.
• Fix to the Recall Category Months field in Recall Category Maintenance, that prevents the user from adding too many digits.
• Fix to prevent the data loss of the Surgery field when saving a Patient Record.
• Fix to the Email Field in Patient Module, that prevents the user from adding too many characters.
• Fix to the Discount procedure in the Cash Module to allow for Null values.
• Change to correct errors on the VAT Category Report.
• Numerous bug fixes in the CL Dispensing Module with regards to blank entries in text fields.

Enterprise v7.0.5

• Active Patient Default Clear Period set to 1 day on all new databases.