Optisoft.NET Release Notes

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.

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.