Difference between revisions of "Optisoft.NET Release Notes"

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= Overview =
 
= Overview =
 
Below is a list of Optisoft.NET versions and all the major changes and bug fixes contained within each release. For further information please call the support desk on 0345 230 3450.
 
Below is a list of Optisoft.NET versions and all the major changes and bug fixes contained within each release. For further information please call the support desk on 0345 230 3450.
 +
 +
==Future Updates==
 +
From 2021 onwards all Release Notes will be published on our [https://www.optisoft.co.uk/forum/optisoft-net-release-notes/ Community Forum].
 +
 +
Click [https://www.optisoft.co.uk/register-3/ here] to register an account.
  
 
== Optisoft.NET v1.2.19336.2 ==
 
== Optisoft.NET v1.2.19336.2 ==
* Addressed an issue that could potentially cause the Auto Process service to halt
+
* Addressed an issue that could potentially cause the Auto Process service to halt.
* Addressed an issue with ToDos that was causing major speed issues when using the software whereby the Search dialog was not being closed when the Autolock feature locked the software
+
* Addressed an issue with ToDos that was causing major speed issues when using the software whereby the Search dialog was not being closed when the Autolock feature locked the software.
* Added alert messages to inform the user about potential issues with the Recall and messaging systems
+
* Added alert messages to inform the user about potential issues with the Recall and messaging systems.
* Changed the error dialogs to include extra information for Support to fault find
+
* Changed the error dialogs to include extra information for Support to fault find.
* Made a change to the way that Copy User works in the Security screen
+
* Made a change to the way that Copy User works in the Security screen.
* Added the ‘Valid For’ option to the Prescription screen
+
* Added the ‘Valid For’ option to the Prescription screen.
* Made a change to the CL Prescription screen to allow the user to enter the patient’s contact lenses
+
* Made a change to the CL Prescription screen to allow the user to enter the patient’s contact lenses.
* Added the option to directly Email a ‘printed’ document to the patient
+
* Added the option to directly Email a ‘printed’ document to the patient.
* Addressed an issue with the working hours being displayed incorrectly
+
* Addressed an issue with the working hours being displayed incorrectly.
* Addressed an issue when adding a new Note to an Event
+
* Addressed an issue when adding a new Note to an Event.
* Addressed an issue where stock was being incorrectly removed when applying an adjustment in cash to an imported dispense
+
* Addressed an issue where stock was being incorrectly removed when applying an adjustment in cash to an imported dispense.
* Addressed an issue where not all elements were correctly voided on No Sale (Voided) transactions
+
* Addressed an issue where not all elements were correctly voided on No Sale (Voided) transactions.
* Corrected an issue with payment allocations that could be caused under certain conditions by refunding only the product element of a transaction
+
* Corrected an issue with payment allocations that could be caused under certain conditions by refunding only the product element of a transaction.
* Resolved an issue which meant that the Negative Stock Level warning dialog was being incorrectly displayed
+
* Resolved an issue which meant that the Negative Stock Level warning dialog was being incorrectly displayed.
* Added the ability to save a Product without having to specify a Category
+
* Added the ability to save a Product without having to specify a Category.
* Dispenses when brought through to the till now show the size / option
+
* Dispenses when brought through to the till now show the size / option.
* Resolved an issue with the left lens extra of a dispense not auto populating
+
* Resolved an issue with the left lens extra of a dispense not auto populating.
* Addressed an issue whereby right-clicking on a dispense could result in a previous dispenses details being merged
+
* Addressed an issue whereby right-clicking on a dispense could result in a previous dispenses details being merged.
* Resolved an issue that meant that free-typed left Lens Extra did not always save the VAT category to the element correctly
+
* Resolved an issue that meant that free-typed left Lens Extra did not always save the VAT category to the element correctly.
* Added a new screen to allow the addition of Sundries and Fees to a dispense
+
* Added a new screen to allow the addition of Sundries and Fees to a dispense.
* Added a new screen with the prescription that also allows the CD values to be specified
+
* Added a new screen with the prescription that also allows the CD values to be specified.
* Made Heights and Position required fields for all bifocal and varifocal dispenses
+
* Made Heights and Position required fields for all bifocal and varifocal dispenses.
* Made a change that allows the user to edit the price of a selected product item if the product does not have a retail price specified in maintenance
+
* Made a change that allows the user to edit the price of a selected product item if the product does not have a retail price specified in maintenance.
* Made a change to allow the user to change the date of dispense
+
* Made a change to allow the user to change the date of dispense.
* Suppliers marked as inactive no longer are listed within Dispensing
+
* Suppliers marked as inactive no longer are listed within Dispensing.
* Addressed an issue where products that had no category were causing an error message
+
* Addressed an issue where products that had no category were causing an error message.
* Addressed an issue with Adding / Editing products that have already been assigned a stock level
+
* Addressed an issue with Adding / Editing products that have already been assigned a stock level.
* Added the ability to Restore a deleted product the same way as one would restore a patient
+
* Added the ability to Restore a deleted product the same way as one would restore a patient.
* Issues with branch details in Email and SMS templates have been resolved
+
* Issues with branch details in Email and SMS templates have been resolved.
* Resolved an issue whereby and error message was being displayed when adding the Lens Extra merge codes to a document
+
* Resolved an issue whereby and error message was being displayed when adding the Lens Extra merge codes to a document.
* Added the merge codes for the new Dispensing Sundries and Fees items
+
* Added the merge codes for the new Dispensing Sundries and Fees items.
* Addressed an issue with Cash Accounting VAT report
+
* Addressed an issue with Cash Accounting VAT report.
* Added a Refunds section to the Payments report
+
* Added a Refunds section to the Payments report.
* Added comparison options to reports in a multi-branch system
+
* Added comparison options to reports in a multi-branch system.
 +
 
 +
== Optisoft.NET v1.2.19287.1 ==
 +
* When the software shows a list of Suppliers, they will be returned in the user defined list order.
 +
* The time on a receipt is now in printed in 24 hours format.
 +
* Speed up the printing of a document from dispensing.
 +
* Speed up exiting group (surgery) maintenance.
 +
* Removed the supplier column from the Sell grid in Cash.
 +
* In group (surgery) maintenance, double clicking on the scrollbar no longer loads a record.
 +
* Cash Security will now default to on, but can be turned off in settings.
 +
* When typing an adjustment in cash, the user can now press the Enter to apply the adjustment.
 +
* Spell checking has been added to SMS template designer and when sending an Patient SMS.
 +
* Only 1 copy of Optisoft.NET can be opened at once on the same PC.
 +
* Speed up the saving of a dispense, this has also helped when trying to add a new note as well.
 +
* New email and SMS will only be enabled once the patient record has the relevant information.
 +
* Added VA merge fields for Contact Lens Prescriptions.
 +
* You no longer need a description for Spectacles or Contact Lens Prescriptions.
 +
* Can no longer free-type an Optometrists name in Contact Lens Prescriptions.
 +
* Recalls from deleted Optometrists can now be processed.
 +
* Product Model and Options will only be allowed when the Product Type is validated as Lens or Frame.
 +
* Dispensing Merge Field ‘R.SecondaryVPrism’ now merges without error.
 +
* Cash Reports no longer have the pie charts.
 +
* A setting has been added to stop the VAT details from printing on the cash receipts.
 +
* The grey area at the top and bottom of the appointment diary has now been limited to 1 hour either side of Practice Hours.
  
 
== Optisoft.NET v1.0.18261 ==
 
== Optisoft.NET v1.0.18261 ==

Latest revision as of 15:06, 22 February 2022

Overview

Below is a list of Optisoft.NET versions and all the major changes and bug fixes contained within each release. For further information please call the support desk on 0345 230 3450.

Future Updates

From 2021 onwards all Release Notes will be published on our Community Forum.

Click here to register an account.

Optisoft.NET v1.2.19336.2

  • Addressed an issue that could potentially cause the Auto Process service to halt.
  • Addressed an issue with ToDos that was causing major speed issues when using the software whereby the Search dialog was not being closed when the Autolock feature locked the software.
  • Added alert messages to inform the user about potential issues with the Recall and messaging systems.
  • Changed the error dialogs to include extra information for Support to fault find.
  • Made a change to the way that Copy User works in the Security screen.
  • Added the ‘Valid For’ option to the Prescription screen.
  • Made a change to the CL Prescription screen to allow the user to enter the patient’s contact lenses.
  • Added the option to directly Email a ‘printed’ document to the patient.
  • Addressed an issue with the working hours being displayed incorrectly.
  • Addressed an issue when adding a new Note to an Event.
  • Addressed an issue where stock was being incorrectly removed when applying an adjustment in cash to an imported dispense.
  • Addressed an issue where not all elements were correctly voided on No Sale (Voided) transactions.
  • Corrected an issue with payment allocations that could be caused under certain conditions by refunding only the product element of a transaction.
  • Resolved an issue which meant that the Negative Stock Level warning dialog was being incorrectly displayed.
  • Added the ability to save a Product without having to specify a Category.
  • Dispenses when brought through to the till now show the size / option.
  • Resolved an issue with the left lens extra of a dispense not auto populating.
  • Addressed an issue whereby right-clicking on a dispense could result in a previous dispenses details being merged.
  • Resolved an issue that meant that free-typed left Lens Extra did not always save the VAT category to the element correctly.
  • Added a new screen to allow the addition of Sundries and Fees to a dispense.
  • Added a new screen with the prescription that also allows the CD values to be specified.
  • Made Heights and Position required fields for all bifocal and varifocal dispenses.
  • Made a change that allows the user to edit the price of a selected product item if the product does not have a retail price specified in maintenance.
  • Made a change to allow the user to change the date of dispense.
  • Suppliers marked as inactive no longer are listed within Dispensing.
  • Addressed an issue where products that had no category were causing an error message.
  • Addressed an issue with Adding / Editing products that have already been assigned a stock level.
  • Added the ability to Restore a deleted product the same way as one would restore a patient.
  • Issues with branch details in Email and SMS templates have been resolved.
  • Resolved an issue whereby and error message was being displayed when adding the Lens Extra merge codes to a document.
  • Added the merge codes for the new Dispensing Sundries and Fees items.
  • Addressed an issue with Cash Accounting VAT report.
  • Added a Refunds section to the Payments report.
  • Added comparison options to reports in a multi-branch system.

Optisoft.NET v1.2.19287.1

  • When the software shows a list of Suppliers, they will be returned in the user defined list order.
  • The time on a receipt is now in printed in 24 hours format.
  • Speed up the printing of a document from dispensing.
  • Speed up exiting group (surgery) maintenance.
  • Removed the supplier column from the Sell grid in Cash.
  • In group (surgery) maintenance, double clicking on the scrollbar no longer loads a record.
  • Cash Security will now default to on, but can be turned off in settings.
  • When typing an adjustment in cash, the user can now press the Enter to apply the adjustment.
  • Spell checking has been added to SMS template designer and when sending an Patient SMS.
  • Only 1 copy of Optisoft.NET can be opened at once on the same PC.
  • Speed up the saving of a dispense, this has also helped when trying to add a new note as well.
  • New email and SMS will only be enabled once the patient record has the relevant information.
  • Added VA merge fields for Contact Lens Prescriptions.
  • You no longer need a description for Spectacles or Contact Lens Prescriptions.
  • Can no longer free-type an Optometrists name in Contact Lens Prescriptions.
  • Recalls from deleted Optometrists can now be processed.
  • Product Model and Options will only be allowed when the Product Type is validated as Lens or Frame.
  • Dispensing Merge Field ‘R.SecondaryVPrism’ now merges without error.
  • Cash Reports no longer have the pie charts.
  • A setting has been added to stop the VAT details from printing on the cash receipts.
  • The grey area at the top and bottom of the appointment diary has now been limited to 1 hour either side of Practice Hours.

Optisoft.NET v1.0.18261

  • Speed issues within the hosted environment have been addressed.
  • An auto-log out feature has been added to the software.
  • The user can now log into the software with the use of security fobs.
  • Security has been altered to allow users to access the Diary Scheduling screen without Maintenance permissions.
  • A button to allow the user to switch branches has been added to the Main Ribbon.
  • Patient details that aren’t validated will not cause a popup to appear, and will remain in red text until corrected.
  • Text on the patient appointment tab will display in the same colour as the associated appointment status.
  • An error with auto saving patient records has been rectified.
  • Run values will now automatically clear after a recall run.
  • The Email SMS module will not reset it’s search criteria until the user leaves the module.
  • The Appointment booking screen has been redesigned.
  • Patient Recall information is now displayed on the Appointment booking screen.
  • The ability to print patient documents from the appointment module has been added to the right click menu.
  • Error when returning from a ToDo to the Appointment screen has been resolved.
  • An error caused when going from the Data Generator to the Patient module has been resolved.

Optisoft.NET v1.0.18213

  • An Icon to collapse/restore both the Module and Activity columns has been added to the Status Bar.
  • Icon for changing branch has been added to the toolbar in the Patient module. (Hosted).
  • Printer Security can no longer be restricted in Security.
  • Patient Records will now refresh after changing modules.
  • All relevant buttons are now disabled in the Patient module, until the minimum requirements for a Patient Record has been entered.
  • Validations for Irish (ROI) Mobile and Phone numbers have been added.
  • You can no longer open a ToDo for a Patient that doesn’t belong to the active Branch (Hosted).
  • You no longer are forced to have at least one email address in the ‘To’ field, in order to send an email.
  • The Inactive Patients screen has been fixed.
  • If an Analysis Code contains ‘&’ it will now merge correctly.
  • An error in Patient Spectacle Prescriptions, when using custom VA values, has been resolved.
  • ToDo templates can now be accessed (Hosted).
  • In most cases, the Appointment module will now load with Today’s Date displayed.
  • The scheduled Staff Member will now be displayed along side the Diary name, when using the ‘<No Template>’ option in the Appointment module.
  • An error caused when adding an Appointment Note has been resolved.
  • Numerous issues with paper sizes have been resolved in the Template Designer.
  • The Templates module now filters correctly by Branch (Hosted).
  • The Recall List is now ordered Alphabetically on the Patient Surname, then Forename.
  • An error in the Data Generator when using Appointment Dates, has been resolved.
  • The ‘Recall Details’ report name has been changed to ‘Future Recalls’.

Optisoft.NET v1.0.18166

  • Throughout the software, drop down list will now expand when clicking anywhere on the control.
  • Filtering in the Search popup has been improved.
  • Incorrect SMS account levels being displayed has been fixed. (Hosted).
  • When switching branches in the Patient Modules, the Active Patient will now automatically clear. (Hosted).
  • Deleted Email Templates will no longer appear in Patients Email.
  • Patients will now be ‘slotted in’ to the next appropriate Recall Band, should the Recall Start Date be back dated.
  • The speed of saving User accounts has been improved. (Hosted).
  • Appointment Notes can now be found in the Appointment Tab in the Patient module.
  • Surgery details will now pass through to the GOS forms when a GP is not selected.
  • School/University/College address can now be added to Patient Records.
  • Deleted Contacts and Groups will now longer show in the search popup.
  • An issue when tabbing from Postcode to DOB, has been resolved.
  • VA fields have been added to the CL Specification screen.
  • Patient Documents will now save back to the Patient Record without the need for printing.
  • Design Improvements to the Family screen have been made.
  • A ‘Select All’ tick box has been added to the Users list in the ToDo screen.
  • Patient Preferences have been excluded from Patient Maintenance Security.
  • Merging more than one Group/Contact into a single document, will now work as intended.
  • A printable list of Recalls can now be generated in the Recall module.
  • When switching branches in the Recall Module, the Recall Graph will now refresh accordingly. (Hosted).
  • Custom Appointment Events will now show on the Appointment Schedule Report.
  • A bug in Find Next Appointment, when Appointment Events are included in Templates, has been resolved.
  • The original booking date of each appointment will be displayed in Appointment History.
  • Patient Notes can now be found in the Appointment Booking screen.
  • Merge Codes have been created for the 2nd Part Start, End and Duration times of an Appointment.
  • Diary Scheduling has been given its own setting in Appointment Maintenance Security.
  • The Spellchecker in the Template Editor will now work on Workstation PC’s.
  • An issue in the Data Generator involving Age and Email being on the same report, has been fixed.

Optisoft.NET v1.0.18123

  • Age has been added to the Patient Info strip at the top of the Patient Record.
  • The Salutation field on the Patient Record will update accordingly when the Patient's Surname is changed.
  • Minor design alterations to Spectacle Rx Screen to ensure labels don’t get cut off.
  • Fix for Email Signature to stop them from being removed when selecting a Template.
  • Fix for Patient Recall History reloading deleted Patient Preferences has been resolved.
  • Positive prescription values will now display the ‘+’ symbol, when printed or exported from the software.
  • An error caused when adding a new ToDo Description has been resolved.
  • When printing a Patient Document, the user now has the choice of sending the document straight to the printer (Print Button) or displaying the merged document on screen (Preview Button).
  • The Patients Reference Number will now merge fully, when a template is produced for Patient Printing.
  • Email SMS Account Maintenance is now accessible from the Email SMS Module.
  • Events will now show on the Appointment Schedule Report.
  • A fix has been applied to Find Next Appointment to stop it from using the wrong opening times.
  • Appointment Types are now ordered correctly in Find Next Appointment.
  • Appointment Types are now ordered correctly in Appointment Template Maintenance.
  • A ‘Select All’ option has been added to the Staff list in Appointment Templates Maintenance.
  • An error saving margin changes in a template, when that is the only thing to save, has been resolved.
  • The character limit on the English GOS 2 Comments section has been increased to 70.
  • The ‘Date Of This Prescription’ field, will now be populated accordingly, on the English GOS 2 form.

Optisoft.NET v1.0.18061

  • Initial loading speed of the software has been improved.
  • An Error while changing Branches multiple times has been resolved.
  • Patient Recall History will stop recording duplicate processing runs.
  • A4 Labels can now be used as part of Letter processing in the Recall module
  • A Recall Export option has been added to the Recall module

Optisoft.NET v1.0.18031

  • An error caused by using the up and down arrow keys on the Search popup window, has been resolved.
  • An error caused by changing branches multiple times, has been fixed.
  • Small cosmetic changes have been made to the layout of the software.
  • The Patient Print popup will now only display documents from the current branch.
  • An issue with some printers not printing documents sent to through by .NET, has been resolved.
  • An error that caused the New SMS button to be disabled on the Patient Email/SMS tab, has now been resolved.
  • The user can now delete Staff members from the system, even when they are in use on Patient Records.
  • The user can now delete Groups (Surgery) from the system, even when they are in use on Patient Records.
  • The user can now delete Group Contacts (GP) from the system, even when they are in use on Patient Records.
  • An issue where the software would not respond, when scanning or importing documents, has been resolved.
  • CL Add values can now be maintained by the user.
  • Visions, VA, NVA and IVA fields can now be maintained in the software.
  • The last prescription date will now be passed through to the GOS forms, and populate the ‘Date of last sight test’ field on the GOS 1, 4, 5 & 6 forms.
  • The Welsh GOS 2 form has been updated so the ‘First name’ appears in the correct position.
  • The ability to change the available branches per Analysis Code is now possible.
  • A fatal error caused by typing a Recall Enclosure Rule Name, has been resolved.
  • The refresh in the Appointment module will stop jumping back to the first available diary.
  • The Week View in the Appointment Module should now always display from Mon-Sun.
  • The ability to add and update Appointment Notifications to Appointment Status’s is now possible.
  • Updating the Appointment Status through the right click menu will now update any relevant Appointment Notification correctly.
  • An error caused by viewing the Appointment tooltip, has been rectified.
  • A ‘Find Next Appointment’ search feature has been added to the Appointment module.

Optisoft.NET v1.0.17335

  • The software will now remember the last user name entered.
  • An error caused by moving items up and down lists and editing their name in the same action, has been fixed.
  • An issue with automatic Postcodes has been resolved.
  • Icons on the Activity Pane are now Enabled/Disabled at the correct time.
  • Contacts can no longer be edited so that they don't have a contact type.
  • Old SMS's sent within Optisoft Enterprise can now be viewed in the Patient Document tab.
  • Old Microsoft Word templates can now be viewed in the Patient Document tab.
  • Deleted Templates no longer show in Patients SMS.
  • Saved Walk-In entries now appear in both Patient Spectacles and CL Rx.
  • Rx values can now be deleted, even when in use.
  • When typing a 2 digit year, the Patient Date of Birth field now selects the expected 4 digit year.
  • Capital letters are now retained when editing Analysis Codes.
  • An error caused when clicking the onscreen Analysis Code Maintenance button, has been fixed.
  • An error that prevented the export of the grid in the Recall Run Tab, has been fixed.
  • An issue with auto save when editing information in Recall Band Maintenance, has been resolved.
  • You can now click New Note on an Appointment without having to save it first.
  • The Appointments module will now show a maximum of 4 Diaries instead of 3.
  • Unavailable days and time slots have been made more obvious in the Appointments module.
  • Diary Name and the Date labels have been made bigger in the Appointments module.
  • Speed improvements to the way in which Templates are loaded has been applied.
  • Total number of results has been added to the Data Generator.

Optisoft.NET v1.0.17299

  • Multiple Errors caused by resizing or reordering columns within data grids have been resolved.
  • Double clicking on the scroll bar within the search results popup no longer loads a record.
  • The user can now search for a Patient using the following format - Surname + Forename.
  • An issue in Analysis Code Maintenance where a 'Name' code was automatically being saved, has been resolved.
  • The columns within the patient search popup have been reordered with Reference Number being added.
  • A small white line has been removed from the search popup.
  • The remaining credits shown when creating an SMS message are now accurate.
  • Printing a GOS form for a patient now saves a copy of the form in the Patients Documents tab.
  • When printing a document for a patient the user can now double click on a document to initiate the print routine.
  • Speed improvements in displaying the Patient Print popup have been applied.
  • An error caused when changing the Surname field to Maiden in Patients, has been resolved.
  • The order of the template types has been changed when trying to print a template for a patient.
  • An issue where a printed template was overwriting the original template format has been resolved.
  • Throughout the software an issue has been resolved where Bold, Italic or Underlined could not be turned off when writing a Note.
  • A saved staff member is now automatically displayed in the search grid in Contact Maintenance.
  • A Contact can no longer be edited to have no Type.
  • Rx Values can now be edited and deleted even when in use on patient records.
  • The Delete ToDo icon in the Activity Pane now prompts the user for confirmation.
  • Improvements to the appointment booking process have been applied.
  • The user can now specify whether a template should auto print rather than being displayed before printing.
  • The name of the template being edited has been added to Template Maintenance.
  • Contact Number fields now appear in the list of merge fields in Templates Maintenance.
  • Numerous improvements to the Template Editor have been applied.
  • A fatal error, when using AND & OR together, in the Data Generator has been resolved.
  • Security has been updated throughout the software.

Optisoft.NET v1.0.17208

  • Patient Print Popup has been increased in size.
  • Introduction of OptiPost into Optisoft.NET
  • Text Editor now has the ability to handle Text Boxes. Vertical Ruler instated.
  • Bug fix for future ToDo's not showing correctly.
  • Bug Fix for an error that occurred in Diary Scheduling

Optisoft.NET v1.0.17187

  • Prevent changing the patient on a previously saved appointment
  • Reprinting historical recalls now merges the correct information
  • Correction to Appointment suppression
  • Issue found with Email signatures has now been corrected

Optisoft.NET v1.0.17171

  • Patient Search will now order it's results in alphabetical order on the Surname field.
  • Patient Mobile field can now be set to recommended.
  • Redesign for Contact, Group and Group Contact screens.
  • Contact Salutation is now auto selected.
  • Contact and Contact Group now have postcode addressing.
  • SMS to landline fallback has been removed.
  • Appointment booking screen now contains a Historical list of the Active Patients appointments.
  • Appointment Notifications can now longer be added to patients that lack the necessary information needed to send them.
  • Appointment Schedule report will no longer show cancelled appointments.
  • Multiple minor design changes to Lookup Maintenance.
  • Added compression to the Backup Utility.
  • Error with Group Contact not saving or displaying properly has been resolved.
  • Error when leaving the software on overnight has been resolved.