New Modules:
Priority Level Activity: New Report that shows what priority level was given to an order in a specific date range.
Mass Contract Adjustment:  Increase/decrease by percentage or amount for product rates for multiple contracts.
Rented Equipment & Services Heatmap: See locations in which equipment is rented & serviced the most at.
Sold Equipment & Services Heatmap: See locations in which equipment is sold & serviced the most at.
Tech Equipment Serviced Report: View how much equipment was serviced over a given date range per service technician.
Vendor Services Q: Track and send tags to the Vendor Services Q for any third-party repairs or services.

Orders:
Critical Notes added during order creation: Add critical notes during order creation.
Resolve Critical Notes: Ability to resolve critical notes in order management.
ETA Provided Added to Order Notes: Update the ETA provided when adding or editing an order note.
Order Note Types in Order Management: When adding or editing order notes in Order Management, users will be able to select the note type, similar to Customer and Patient notes.
Refuse Remaining: Now mark all items not delivered as refused with one click using the Refuse Remaining button.
Reason for Refusal: Service Techs & CSR's will get a drop-down of reason for refusal when trying to refuse equipment on a delivery order. The Reason for Refusal can be managed in Reason For.
Hide Pricing on Receipts: Control whether to include pricing/rates on order receipts.
Split Order Reason: Add a reason why the order is being split in order management.
Allow Visible notes by techs: give techs the ability to add visible notes to your facilities.
Use After hours Pop-up Setting: Gives external users a warning pop up when trying to place an order that is outside of Ordering Hours on the Warehouse.
Bulk Map Dispatch Territory Toggle: Territory Toggle available to hide territories on map.
Single/Bulk Map Dispatch popup: info popup has been added when hovering over a technician on the map.
Undo Pickup Order in Completed Status: Undo Completed Pickup option added to pickup orders for CSRs.
DOB & Lost Filter Added to Order Management: Date of Birth and lost filter added to order management.
Show Viewed on Order Management: Easily see who and when the most recent employee viewed an order.
Ability to edit height and weight on order: Edit button added in order details in order management.
Discharge Backdate Days Limit: Users can set how far back external users may select a discharge date.
Alt Day Scheduled Start Time: Ability to schedule orders in the future based on priority types.
Customer Notes for all order statuses: Order notes can be added at any status through the customer portal.
Order Management Export Update: Schedule Start/End date and time added to CSV.
Exceptions on Pick Up Orders: Picking up equipment that is currently renting on the patient but not on the patient's pick up order will no longer create an Exception.
Infectious Disease: Editing infectious disease on patient profile will automatically update all open orders for that patient now.
PPD Items Filter: PPD Items has been added as a filter in the Shopping Cart

Reporting:
Inventory Audit: Warehouse name, filter, and audit id filters added to report. Users can now also see the serial number and status of a piece of equipment on the count overlay.
Active ATNR Inventory: This new report allows users to quickly view the current inventory for ATNR specific equipment and the total purchase costs from vendors.
Transaction Report: Reasons column has been added to this report.
Substitution Report: Quick report to see all orders that have had equipment substituted.
Warehouse Unit Cost Report: This new report allows users to quickly calculate the total expenses associated with inventory within each warehouse.
Revenue by Sales Person Report: Transaction column added to the report. 
Revenue by Product: New Column Currently owned added to the report.
Current Rentals By Warehouse: Bill-to and Ship-to filters now accept multiple selections
Current Rentals: Users can now multi-select customers.
Warehouse Assists Update: The report has been updated to include a whole new grid showing warehouses and their fulfillment. As well as fulfillment warehouses and which warehouses they had assisted.
Punch Report: Adding, editing, and auditing now available on the punch report to record shift times for service technicians.
Item Sold Report: Report has been updated to be filtered by Ship-To or Bill-To Warehouse. Child grid with details has been added that shows purchasing details.
Re-Delivery Report: Users will now be able to filter out system orders and pick ups from the report.
Scheduled Maintenance: + Service shortcut button added to the report. 

Billing:
Mass Update Contracts Logs added to inherited Branches: Logs will now be inserted automatically for inherited branches
Lost Icon Changes in Monthly Bill Review: The lost icon on items in monthly bill review will only show for the month items are marked as lost in.
AR Invoicing: Billing categories totals added to CSV.
LTO/RTO Legacy Items: In Monthly Bill Review users will be able to perform the LTO(Lease to Own) and RTO(Rent to Own) actions on Legacy Items.
RTO Setup: Set up items to for conversion from rental to sale after a specified amount of days being on rent.
Punch Report:  Logs are now added to this report.
Min PPD Days: Minimum PPD days added to Contracts/Templates. When the PPD days is less than the Minimum PPD days on the Contract, it will auto-update the ppd days to the Minimum.
Extra PPD: Extra PPD functionality has been added to contracts and monthly bill review.
Payment Terms: Payment terms grid module has been added and payment terms is now a drop down on Customer Details. The invoice due dates will be auto-filled based on payment terms selected on the Customer.
Monthly Bill Summary: State and Zip columns added to csv.
Overlapping Bill Days Alert in Monthly Bill Review: An alert will appear in the monthly activity grid for patients with products that have overlapping bill days.
Records Edited after Invoice Generated Alert in Monthly Bill Review: An alert will appear in the monthly activity grid for patients with products that have been edited after an invoice was generated for the customer.

Other:
Set Specific Statuses for Recurring Orders: Recurring orders can now be set to pending review, received, and scheduling status.
CSV added to Users tab in Customer: Exporting to CSV available now for users tab on customer.
Legacy Tag Replacement Upgrades: The Legacy Tag Replacement feature now enables users to replace virtual tags with real tags from inventory with a single click, facilitating easier tag management.
Replace Legacy Icon: Quickly replace a legacy tag throughout the system by clicking on the replace legacy tag icon.
Order Notes Notifications:  Customer users can now set notifications whenever a note is added to an order, similar to how users receive notifications when orders reach a specific status.
Next Stop Notifications: New short code added to next stop notification
All Instances Status Filter: The following statuses are now filterable in the All Instances status filter: Rented and Sold.
Diagnosis: Users with the new Diagnosis role can now view and run the Diagnosis tool.
Reason For Split Order: Attach a reason for value when splitting an order.
Add Instance & Edit Instance Roles Added: Provide specific access to either add or edit instances.
Service Orders for Bad Standing Customers: Service order creation access for customers in bad standing.
Updated Master Products Page: Per Unit cost added to last purchased order column.
Customer Requirement Notes Roles Added: New security roles have been added to control who can edit Billing, Customer, and CSR requirement notes.
Reset Passwords Roles Added: New security role to give users the ability to reset user passwords.
Auto Refreshing Flight Recorder: Flight Recorder can auto-refresh to show the latest data, similar to Order Management's auto-refresh feature.
Warehouse Fields Updated: Everywhere in the system has been updated with specific warehouse information such as Bill-To Warehouse, Ship-To Warehouse, and Fulfillment Warehouse.
Purchasing Grid Update: The purchasing grid has been updated to show the payment totals, balances, and qty received on the purchase order.
Product Maintenance Q: CSV exporting added to all Q's.
Hide Patient CRM Notes: A checkbox to hide specific patient CRM notes from the customer portal view.
Manually Created Instances sent to Tagging Q: Manually created instances that are not tagged at creation will be sent to the Tagging Q to be tagged at a later time.
Product Tags: Tags may be added and associated with master products.
Primary/Secondary Warehouse Tabs in Warehouse Schedule: Easily distinguish between primary and secondary tech assignments in the warehouse scheduling tab.
Role Assignment Update: Warehouse Technician role can now print tags from the asset tag popup.
Product kits Update: On New/Edit Product Kits called Only orderable when on contract this setting the product kit will not appear in the shopping cart as a selectable item if it is not part of the customer's contract. This checkbox will ignore Allow CSR to order out of contract items.
Manage Customer Contracts Role: This role will give users the ability to view and edit Customer Contracts.

New Modules:
Inventory Audit: A new Inventory Audit module has been introduced, enabling users to track and verify warehouse inventory. Scan items, assess accuracy percentages, and export data grids for detailed analysis.
Smart Product Pages: The new Smart Product Pages module provides users with the ability to scan QR codes for access to product details, troubleshooting videos, manuals, and related materials.
DOT Upgrades: Enhanced DOT reports provide detailed daily data on technicians and inventory for trucks, offering more comprehensive insights.
Shift System: The new Shift System allows users to input schedules into the warehouse management system, linking them to time and attendance reports for performance tracking.
Service Item: The new Service Item functionality allows users to add specific services to orders and apply charges accordingly, providing a more flexible approach to order management.
HR Dashboard: As part of the Time & Attendance suite of upgrades, the HR Dashboard combines multiple modules into one central place. Users can now add department managers, departments, employee skills, punch types, and holidays here. On top of that, user profiles can now have managers attached to them, as well as a dedicated tab to employees in which a manage manages.

Order Management:
Invalid Icon Indicator: A location indicator icon now highlights invalid addresses in the order management system, allowing users to address and correct errors more efficiently.
Mark All as Lost: The new "Mark All as Lost" button in order management facilitates the bulk designation of items as lost, improving efficiency and accuracy.
Rental Agreement Split: Rental Agreements can now be customized by order type. Users can individually edit and manage descriptions for delivery, pickup, and service orders.
Dispatch Enhancement: The dispatch module has been updated to include a warehouse filter, allowing users to hide main and secondary warehouses in single and bulk map views for improved dispatch management.
Override Receipt: The order receipt address can now be overridden with an HQ address instead of the order's warehouse address.

Reporting:
Maintenance Activity Report: This report provides a quick overview to warehouse managers based on how long an item has been sitting in maintenance for and how long it takes for that piece of equipment to be serviced.
Punch Report: View when a service technician(s) started / ended their shift using the SERP APP.
Par Level Report Update: Enhance your inventory management with the updated Par Level Report, which now allows for filtering by shortage, surplus, or both for more accurate stock control.
Lost Equipment Collections New Filter: The Equipment Threshold filter enables users to sort lost equipment based on a user-defined threshold, enhancing the management of lost equipment.
Lost Filter Added to Current Rental Reports: A new Lost Filter in Current Rentals and Current Rentals by Warehouse Reports helps users track lost equipment more effectively.

Billing:
Lost Equipment Collections Upgrade: Simplify your billing process with the upgraded Lost Equipment Collections feature, which allows you to add lost equipment charges directly to the monthly bill, avoiding manual invoice adjustments.
Waive and Hide PPD Feature: The Waive and Hide PPD feature in the monthly bill review allows users to remove individual PPD items from invoices, reducing unnecessary billing clutter.

Other:
Upload Pictures on SERP APP: Users can now upload pictures through the SERP app to document deliveries, signage, signatures, and other essential order-related information.
Continuous Scanning: Users can now repeatedly scan tags while on camera mode instead of individually.
Hazardous Material Logs for Truck Loading/Unloading: Hazardous Material Logs have been updated to include details on hazardous materials loaded or unloaded, improving accuracy in tracking and auditing.
Warehouse Active Functionality: Warehouses can now be deactivated and excluded from popups and reports, helping to reduce data clutter from inactive locations.
Hide Pricing in Order Management: Users can hide product rates in order management based on a per-customer basis.
Split Order Role Assignment: Split Order action is now tied to the role assignment
Document Upgrades - Folder System: The Master Product, Orders/Order Management, Customers, and Patients now have the documents panel revamped to support folders where users can further organize specific files within their modules.
Lost Equipment Auto-Resolve: Users can now auto-resolve lost equipment collections when the setting is turned on and the lost equipment is picked up on a pickup order. There will also be a warning prompt when users are placing a pickup order for lost equipment. 

Enhanced Territory Management
Streamline your operations with our upgraded territory system. Now featuring customizable coverage areas directly linked to your warehouse, this tool allows you to efficiently organize and access your territories from either the territories module, directly within the warehouse edit page, and order management. Users will additionally be able to assign territories and search by territories in the bulk map dispatching system. 

Advanced Tracking for Lost Equipment:
Never lose track of your assets again, even those without asset tags. Our enhanced lost equipment feature now supports marking and tracking Asset Tag Not Required (ATNR) items. Easily monitor, report, and visually identify lost items across your system to improve recovery rates and reduce losses.

Revolutionary Active Patient Census Reporting
Transform how you manage patient logistics with our new report that sorts the active patient census by tech warehouse fulfillment. This innovative approach offers clearer insights and improved coordination, tailored specifically to streamline your operations.

Mandatory Scanning for Enhanced Compliance
Ensure procedural compliance and accuracy with our new 'Requires Scanning' setting. Now, service technicians must scan items during critical operational phases like pickup, loading, unloading, switching needs, and delivery, enhancing efficiency and reducing errors.

Enhanced Warehouse Hours Management
Now, users can effortlessly establish precise scheduling for their warehouse operations. Define Standard Warehouse Hours, Ordering Hours, and Fulfillment Hours to streamline workflow and improve order processing.  Experience increased efficiency and organization with this practical upgrade.

Monthly Order Report
Users may now review all reconciled orders in a condensed report over a given selected month.

Updated Complete Needs Switch Process
Users will now be required to confirm the tag before completing the equipment switch to add another layer of verification to ensure correct equipment has been serviced.

PAP Notes
The patient profile has been upgraded so users can quickly reference any additional PAP information on the patient. This change has been carried throughout the entire system so the user can view this in orders and techs can reference this notes on the app.

Abandoned Orders
Users will be able to quickly view outstanding orders that have been sitting for more than 30 days and not reconciled.

Dispatching Upgrade - Grouping Orders
Users can now individually group different orders together and assign them to a technician instead of only grouping orders from a single location. 

Dear Valued Users,

We've identified a bug impacting revenue totals in our Sales Person Reports. Rest assured, our expert developers are working on the report and reviewing the issue at hand.

While we address this, we kindly advise refraining from using the Sales Person Reports. You may use other modules such as Monthly Bill Summary or Sales Person Report to find such information.

 Your trust in our expertise is invaluable, and we're committed to ensuring a swift resolution.

Thank you for your understanding and ongoing support.

Best regards,
Khoa 

Purchasing Upgrades
Users will have the ability to add multiple vendors to Master Products under a new Vendors tab. A new Preferred Vendor panel has been added to edit/new master product in general details. This allows users to select a preferred vendor that was added to the vendor's tab. This will make it so that when a Vendor is selected for a Master Product, the information will be prepopulated on the purchase order. Additionally, a new tab has been added to Vendors called “Purchasable Products” and will display all the master products that have the vendor as a source of purchasing. The purchase order page has now been updated to include the manufacturer, model name, and model number.

New Setting "PO Qty on hand counts trucks"
Users may now see when placing a purchase or requisition the combined inventory of equipment on the warehouse and on the truck.

Edit PO added to Monthly Bill Review
Users can now edit the PO Number on the monthly bill report

Tax Upgrades
A tax amount option has been added to Add Charge or Credit in Monthly Bill Review. This allows users to add in taxes when adding other charges in the monthly bill review.

Pickup/Service Order Speed upgrades
We have changed the patient dropdown query to increase the speeds for patient search time when placing an order.

Expiring Contracts Report
Users can now keep track of the dates when customer contracts are signed and when they will expire. Two new fields have been added to the Customer Contracts tab: Contract Signed and Contract Expires. These fields directly work with the new Expiring Contracts Report, which will make it easier to view which customer contracts will be expiring soon.

Depreciation Report
Users will be able to track each piece of tagged equipment in the system that is depreciating and also see the total accumulated depreciated values and current values based on a period of dates selected. Currently Discarded/Sold/Lost products will not stop depreciating on the day it was discarded, sold, or marked as lost. 

Recurring Orders Upgrade
Recurring orders will now allow product kits to be recurring.

Manufacturers
Users can now add manufacturers and each manufacturer's unique models. The list of manufacturers, along with their models, will carry over to the purchasing and requisition pages.

Mass Contract Updates
Users now can update the ppd rate, sales price, and rental price for multiple customer contracts at once with the Mass Contract Updates tool. A new role "Override Contract Prices" has been added for Mass Contract Updates. This role will allow users to make those updates.

Tech Dashboard Modifications
Asset Tag column no longer shows for Pickup Orders.

Customer Contract Fields Added
Users can now track when a contract has been signed and when it expires on the customer contract page.

Updated Start Shift on SERP APP 
Start shift will now automatically turn on once a technician select a truck.

Enhanced Depreciation Report:
Track Sales and Discards with Precision:
Sold and Discarded calculations are now factored in the Depreciation Report, providing you with accurate insights into your asset management strategies.

Elevate Security with Custom Profiles:
Setup accounts with ease and tailor Security Profiles to specific employees, empowering Admins to effortlessly apply predefined role assignments across your system, ensuring maximum security and efficiency.

Optimized Category Prioritization:
Take control of your Delivery Order Shopping Cart by arranging Category filters positioning according to your companies preference. This enhances organization and ease of use for the delivery order shopping cart Category filter.

Seize Control with Pending Territories Management:
Gain visibility into orders without territories assigned to them using the dynamic Pending Territories report. Easily assign territories directly from the report, streamlining your order fulfillment process like never before.

Effortless Product Management with De-Kit Functionality:
Break down product kits seamlessly with the new De-Kit feature. Now, users can split product kits within orders and mark individual items as lost, ensuring precise inventory management.

Barcode Label QR Resizing
Say goodbye to fixed-size QR codes! With our latest setting, you can now resize your QR code labels effortlessly to fit any design or space requirement. Just search for the setting "QRCode Size"!

Stay DOT Compliant with Upgraded Truck & Tech Dashboard:
Experience enhanced compliance monitoring with our updated Truck & Tech dashboard. Featuring a manifest for weight verification of hazardous materials, receive instant notifications to keep your operations running smoothly. The DOT manifest is easily accessible to your technicians with the click of a button on the app.

Simplified Settings Navigation for Seamless Control:
Navigate settings effortlessly with our newly grouped Settings update, offering a user-friendly interface for smoother operation and customization.

Streamlined Contract Management with Mass Update Enhancements:
Efficiently manage contracts with ease. Customer ID is now included in the CSV files of the Mass Contract Update system. Users may now filter by a minimum rate for PPD, sale, and rental mass update contract modules.

New Service Tech Census Report:
Easily track the amount of active service technicians.

Monthly Bill Summary Report Updated:
Zip codes and fulfilment warehouse IDs have been added to the report's CSV.

Order Management Export Updated:
Fulfilment ID (A unique identifier for each product on an order) has been added to the Order Management export.

Active Tagged Inventory Report
Gain complete visibility into your inventory with our new Active Tagged Inventory Report. This detailed snapshot of all tagged items and their vital information is fully exportable, empowering you to analyze and optimize your asset management with ease.

Features:
Purchasing Upgrades
PO Qty on hand counts Truck Setting
Edit PO & Tax Upgrades on Monthly Bill Review
Pickup / Service Order Speed Upgrades
Expiring Contracts Report
Depreciation Report
Manufacturers upgrade
Mass Contract Updates Module
Tech Dashboard modifications
Customer Contract fields added
Unit of Measure Changes 

8528, 8527 - Tech App and Dashboard Validation added
8523 - Mod to Lost Equipment on Truck Inventory
8507, 8503 - Mod to Maser Product CSV
8499 - Minor Mod to filters for Lost Equipment Collection
8497 - Minor mod to Product Instances CSV
8492, 8494 - Minor mod to Lost Equipment Report
8491 - Expiring Contracts Report
8485 - Minor visual mod to order management notifications
8479 - Mod to Monthly Bill Review CSV
8473 - Minor mod to Patient Overlay Equipment Tab
8458, 8457, 8450- Minor mod to purchase values
8445, 8443 - Infectious Disease log added to order management
8434 - Mods to Update Schedule Date popup
8444, 8431 - Infectious disease now editable on order management
8365 - Minor mod to salvage value field
8244 - Mod to Themes panel
8239, 8238 - Theme Logs added
8235 - Minor mod to Product instance filters for item #
8230 - Mod to Purchasing panel on new/edit instance
8216 - Minor Mod to New Customer page
8213 - Billing Switch Mod to Room & Bed Numbers
8191 - Minor Mod to Tech Dashboard
8482, 8449, 8233, 8231, 8229, 8179, 8178, 8177, 8175 - Deprecation Report
8163 - Validation added to Discharge Date on order management
8157 - Validation added to Discharge Date on order creation
8151 - Additional Validation added to patient overlay
8146, Vendor fields updated on new/edit instance
8164, 8154, 8150, 8143, 8140, 8139, 8138, 8137, 8136, 8135, 8134, 8133, 8132, 8130, 8129, 8128, 8127, 8126, 8125, 8124 - Purchase/Requisition Updates
8123 - Product Type definitions added to Purchase/Requisition Grid
8120, 8119 - Parts Catalog integrated with Purchases and Requisitions
8117 - Minor Mod to New/Edit Purchase Grid
8115 - New/Edit Requisitions Grid updated
8109 - Error Message added if Customer does not have contract
8085 - Mod to Lost Equipment Report Filters
8084 - Mod to Lost Equipment Collection Filters
8081 - Adding Allow Recurring Order to Instances Product Details panel
8080 - Mod to Edit Instance Product Details panel
8062 - Mod to New Instance Product Details panel
8040 - Right-aligned Total Value in Active Patient Census report
8039 - 5 digit zip codes in Billing Switch Tool
7992 - Mods to Transaction Report grid
7934 - Single Map Dispatch Order Total
7927 - Employee ID in Grid
7906 - Minor Mod to Edit Master Product Pricing Tab
7893 - Minor Mods to Add/Edit Customer User Mobile View Buttons
7790 - Mass Update Contracts
7840 -Added Paging to Dispatch Activity Report
7859 - Mods tax column added to other charges panel in monthly bill review
7819 - Product Kit Export to CSV alignment fixed
7814 - Mods to edit master product preferred vendor panel
7789 - Minor Mod to MFA Enter Authentication Code panel
7750 - Minor Mods to Tech Orders and Select Tech pop-up
7724, 68 - Settings History Logs
7664- Mod to Tries column for MFA in Mail Q
7659 - Set Placed for Text/Picture tile in Shopping Cart
7658 - New Setting Show Shopping Cart Inventory Metrics
7205, 7206, 7207, 7208, 7209, 7210, 7211, 7212 - populating tech on popup and map now uses internal use role 'Service Technician'
6791 - Complete Needs Switch is now compatible with Legacy Tags
6676 - Edit Vendor - new tab Purchasable Products
6674 - Edit Master Product - new Vendors Tab
6207 - Contract date picker added to edit customer contracts reporting panel
5806 - Order Management Dark Mode
2576, 2577, 2578, 2580, 2581, 2587, 2589, 2593, 2595, 2597, 2598, 2603, 2604, 2605, 2606, 2611, 2632, 2634, 2635, 2636, 2637, 2638, 2639, 2641, 2644, 2645, 2646, 2648, 2649, 2650, 2651, 2652, 2653, 2655, 2656, 2658, 2659, 2660, 4972, 4973, 4976, 4977, 4978, 4979, 4980, 4981, 4983, 4984, 4987, 4989, 4990. 4991. 4993, 4997, 8106 - Added Descriptions to multiple modules

Features:
Employee Skills
Dispatch 2.1 - Bulk Map Dispatching
Next Stop Notification Added
Notification Descriptions
Lost Equipment Filter added to Monthly Bill Review
Lost Equipment Report
Customer User Specific ordering role added
Flight Recorder Upgrades
Pending Review Activity Report Added
Average Length of Service Report
Current Rentals Report Upgrade
Customizable Statements for Customers added
Orders tab added to edit/view customer page
Split Notifications
Allow Add Products to Active Orders
Printable Checklist of items to load on truck dashboard
Max Tech work hours setting
Dispatch Changes
Quick Dispatch Change in Order Management


7205, 7206, 7207, 7208, 7209, 7210, 7211, 7212 - populating tech on popup and map now uses internal use role 'Service Technician'
7155 -Minor visual upgrade to litre flow display in view orders
7110 - Mod to Allow all Warehouses on Quick dispatch
7105 - Mod in Fleet panel in Single Map Dispatching
7076 - Minor mod to Depracted field in view/edit Instance
7069 - Minor mod to Priority Type Tech Tabs in Single Map Dispatching
7068 - Mod to Dispatch Tab
7065 - Rescheduled by Column added to Rescheduled Report
7052 -Billing Category No longer Required Filter for Revenue by Salesperson Report
7039 - Mod to View Product Kit in Customer Portal
7038 - Mods to App for Start/End Shift
7028 -  Mod to info product/kit in Customer Portal
7005 - Route/All Open tabs added to Single Map Dispatching
7004 - Mod to Patient CRM Checkboxes in Patient Merge tool
6985 - Minor visual upgrade to litre flow display in tech dashboard
6973 - Mod to Territory Requirement in Update Schedule Popup
6964 - Minor mod to Print Checklist page
6961 - Minor visual upgrade to litre flow display in patient merge tool
6957 - Minor visual upgrade to litre flow display in Litre Flow  Report
6955 - Minor visual upgrade to litre flow display in My Orders for Tech App
6954 - Minor visual upgrade to litre flow display in Delivery/Step 1
6952 - Minor visual upgrades to litre flow display in order management
6950 - Validation added to litre flow min/max fields
6912 - Diagnosis Codes (ICD-10) Panel added to Patient Merge
6909 - Updated the categories sorting in the shopping cart
5499 - Allow add products to active orders functionality
6752, 6861 - View Customer new Orders tab with Filters
6751, 6841 - Edit Customer new Orders tab with Filters
6839 - Minor visual changes to Legacy Research
6833 - Added Company Name shortcode to Order Confirmation notification
6803 - Added selecting Statement PDF template to Edit Customer
6788 - Order Linking for Customer Portal Pickup/Service Step 3
6763 - Made "Reason for" editable on Approval Needed orders
6762 - Added commas to Active Patient Census Report values
6700 - Print Checklist button on Truck Dashboard Load Truck
6611 - Truck Labelling to Flight Recorder
6568, XXXX - Mods to Employee Skill popups
6501, 6502 - Can Order Online Customer User Role added
6450 - Mods to Monthly Bill Summary
6437 - Lost Equipment Report added Resolutions column
6436 - Lost Equipment Report added Filters
6425, 6426 - Updated Order Scheduled Notification Descriptions
6406, 6407 - Split Removed Next Stop Notification
6404 - Lost Equipment Report
6403 - Lost Equipment Report Button
6401 - Improved DOB Validation for Patient Merge
6399 - Improved DOB Validation for Patient Overlay
6377, 6379 - Split Next Stop Notification
6375, 6376 - Split Order Scheduled No ETA Notification
6367 - Added Parent Company Only option to Fee For Service Detail report
6267 - Added Lost Equipment Alert Filter to MBR
6241, 6249 - Mods to Edit/New Master Product Insurance Information panel
6235 - Added Product Kit Shopping tile inventory metrics
6222 - Disabled Send MFA code button after the first click
6214 - Minor mod to Employee Skills Items Per Page
6212 - Recurring Order Console change
6210 - Mods to the Mini Display Panel
6200 - Minor mod to Edit Payor Fee Schedule Description
6189 - Minor mod to Assignment of Benefits Text setting name
6188 - Linked DBMO # log added
6186 - Added Transfer Another button to Item Quick Transfer Tool
6161 - Updated filter name on Invoice List
6127 - Updated Warehouse CSV to show Manager full name
6126, 6125 - Minor visual changes to Equipment Transfer Modules
6188 - DBMO log added to order management
6170, 6171, 6172, 6173, 6174, 6175, 6176 - Mods to Employee Skills
6161 - Minor relabel filter in Invoice List module
6125, 6126 - Minor visual changes to Equipment Transfer module
6093 - Fleet Panel Update
6068 - Suggestive order in order creation updated to default to rent
6063 - Tech Removed log added to order management when order is re-dispatched
6062 - Edit permission removed from Billing Rep Assignment Report
6054, 6055, 6056 - Allow Item Quick Load and Unload has been split from Item Quick Transfer into a separate setting
6030 - Minor changes to editing product kits in order management
5515, 5517, 5518, 5520, 5521, 6087, 6088 - Employee Skills
6062 - Billing Reps Assignment Report links updated
6063 - Removed Tech logs now added for re-dispatch
6054, 6055 - Added setting for Allow Item Transfer Quick Transfer
6040 - Log added to Order Management for Mute All Once
6039 - Log added to delete product log in Order Templates
6037 - Minor mod to Customer On Time Report Customer Filter
5982 - Minor mod to Order Entry Time CSV
5977 - Trimming added to Customer ID filter in Customers grid
5940 - Mute Notifications hidden for reconciled and canceled orders in order management
5932 - Bill-To and Ship-to Filters in Orders module now match Order Management filters
5924 - Refresh button added to caregiver tab in order management
5922 - Zip Code format added to modules in the system that show zip code
5915 - Minor filter label renaming for Group Order Template filters
5860 - minor mod to Monthly Bill Summary Export Customer ID, Cost Center
5823 - Confirmation deletion popup added for documents in order creation
5818 - Database upgrade
5803 - removed actions column from substitutions tab in edit instance page
5790 - When added caregiver to order, it will automatically set the caregiver as primary if there is not primary caregiver on patient profile.
5788 - Minor visual changes to map dispatch mini order overlay
5777, 5778, 5780 - Visual changes to Recurring Order Management module
5773, 5774 - Dispatch setting and tab added to Order Management
5491, 6188 - users can now add DBMO# to orders in order management
5398 - Description added to Requisition Updates Notification
5795 - SS order Tabs now automatically refresh when clicked on
5975 - product discard statuses have now been split between discarded and auto-discarded
5974 - discarded products report has been updated to reflect auto-discarded products
5765 - Minor visual change to select tech popup
5757 - Minor alignment changes to Purchasing popup
5749 - Patient Merge updated to match Patient Overlay
5367 - description for Equipment Use Alert Created notification added
5288 - Added Auto-Expand CRM Setting
5219, 5220 - Create/edit Recurring Order Log added
5367, 5368, 5369, 5370, 5371, 5372, 5373, 5374, 5375, 5376, 5377, 5378, 5379, 5380, 5381, 5382, 5383, 5384, 5385, 5386, 5387, 5388, 5389, 5390, 5391, 5392, 5394, 5395, 5396, 5397, 5398, 6420, 6421, 6422, 6423, 6424 – Description for Notification Templates

Employee Skills
As part of Dispatch 2.1, skills can now be added to employee profiles, orders, and order management. The skills are customizable and work with Google icons for visuals. Users will now be able to track what orders require specific skills and match them with technicians.

Bulk Map Dispatching
Users will now be able to view/assign multiple orders at once on our new bulk map dispatching module. Users can quickly view orders that need dispatching visually on a map and tech routes as well. 

Next Stop
Notifications added for Ordered By

Notification Descriptions
Descriptions have been added to each notification template for a clear understanding of the purpose of every notification and how to generate them. 

Lost Equipment Filter on MBR
Users are now able to filter for patients with a lost equipment alert.

Lost Equipment Report
A new Lost Equipment Report has been added, which provides a comprehensive list of all lost equipment and the relevant data associated with each item.

Individual Notifications for Ordered By and Caregivers
The notifications for Order Scheduled, Next Stop, and Removed Next Stop are now split into two types – one for Ordered By and one for Caregivers. This provides more control over who will receive a notification.

Customer User Role: Can Order Online
A new customer user role has been added. Customer users can now be granted order creation permissions on an individual basis.

Flight Recorder Upgrades
We have added filters, total metrics, Truck info on the grid, and labeling on the map overlay for users to reference.

Pending Review Activity Report and New Role for Pending Activity Report
Added a new report that displays orders that are marked as reviewed by an employee within a specific date range. Only accessible with the new role Pending Activity Report.

Average Length of Service Report
A new report has been added that will display the average length of time a patient has been on active service. This report is only accessible with the new role “Average Length of Service Report”.

Current Rentals Report Upgrade
Users will now be able to see the total renting days and billing cost of equipment on the report

Customizable Statements for Customers
Similar to being able to select which Invoice PDF is used for a customer, it will now be possible to also select a preferred Statement PDF for each customer.

Orders Tab on Edit/View Customer
A new tab called “Orders” has been added to Edit/View Customer. Internal users will now be able to view all the orders billed to a specific customer with the new Orders tab.

Allow Add Products to Active Orders Role
Users with the role "Allow Add Products to Active Orders" will be able to add products to orders with the status Scheduling, Received and EnRoute.

Printable Checklist of Items to Load
The Checklist of Items to Load on the Truck Dashboard is now printable to make printing physical copies more convenient.

Visual Changes to LPM Fields
Visual changes added to LPM fields in order management, tech app, and litre flow report.

Max Tech work hours setting 
Users are now able to set a default time which the technician will have the start shift on for. After the set time has passed, it will automatically end shift for the technician.

Dispatch changes
Orders have now been separated into two tabs when dispatching an order. The Route tab will represent orders that are scheduled for Today. The All open tab represents any other orders left on the tech not scheduled for today. These changes have been added to the following places:
TECH APP, SELECT TECH POPUP, and SINGLE MAP DISPATCHING

Quick Dispatch change 
On the scheduling popup in order management, the quick dispatch option now allows all warehouses instead of just primary and truck assign tech selection. 

We are happy to announce your SERP Publish is live now in your environment! As a reminder, here are some of the many features and enhancements added to your system:
 
***Features***
Billing Rep Assignments Report
Sales Rep Assignments Report
Customer Rep Assignments Report
Voice Notification Additions
Allow recurring order
Login link expired message bolded
Privacy option added to dashboard
Order Scheduled Caregiver notification added
Ordered Scheduled No ETA notification added
Ordered Scheduled Ordered By notification added
Flight Recorder Map Upgrade
Order Templates
Privacy Page Cover
Discharge Date fields on Patient Profile
Sales Person Summary Report upgrade
Sales Person Report upgrade
Address Fields added to employee profile
Truck 2.0 upgrades
Instant MFA notifications
Priority Types Customization
Taxable Master Products
Notification Icons added to Order Management
Log Archives
Dispatch 2.0
Recurring Orders

 
***Enhancements***

5738- Mods to Fields in Patient Merge
5757- Mods to View Item Popup for Purchases
5672 - Added Mapping Label filter to Warehouses
5637- Priority Types Coloring
5634 - Mods to Add New Warehouse
5529 - Minor Mod to Name of Customer Notifications in Pickup/Service Step 2
5461 - Added SERP loading GIF to New Orders pages
5459 - Mods to the Frequently Ordered Together Popup
5453 - Added refresh button to View Equipment on Truck Popup on OM
5452 - Mute Notifications on Delivery Step 3 has been moved to its own panel
5450 - Notification Icons added in OM
5447 - Updates to Force Discharge Date in OM reflect on Edit Patient Overlay
5399 - Mods to View Tech Inventory Pickup Orders
5355 - Edit Product Kit Change
5344 - Minor Mods to Replace Item Popup in Legacy Research
5339 - Applied Zip Field Mask to Edit Payor
5337 - Applied Zip Field Mask to Edit Vendor
5335 - Applied Zip Field Mask to Lost Equipment Collection
5330 - Applied Zip Field Mask to Create Service
5329 - Applied Zip Field Mask to Create Pickup
5325 - Applied Zip Field Mask to Create Delivery
5324 - Applied Zip Field Mask to Customers Filter
5323 - Applied Zip Field Mask to Monthly Bill Review
5322 - Applied Zip Field Mask to Edit Customer
5321 - Applied Zip Field Mask to  Edit Patient
5316 - Applied Zip Field Mask to Orders
5314- Applied Zip Field Mask to Order Management
5307 - Minor Mods to Instances Tab on Edit Master Product Overlay
5297 - Truck Dashboard: View Inventory Changes
5296 - Edit Truck (No tech assigned) Inventory Changes
5230 - Minor Mods to Reason for Pages
5235 - Minor Mods to Shipping Methods
5234 - Minor Mods to Vendor Terms
5233 - Minor Mods to Legacy Research
5229 - Minor Mods to Exception Research
5228 - Minor Mods to Irregular Asset Tags
5279 - Minor Mod to Active Column in Product Instances Grid
5277 - Column Bill Review was added to Invoice list
5275 - Mods to ATNR Levels Management 'Save Changes' button
5272 - Minor Mod to Change Payment Type popup in OM
5201 - Added and modified filters for Customer On-Time Report
5192 - Added Reschedule Reason updates to Order history log
5167 - Preload ship-to Facilities on new delivery order Setting
5152 - Added Export to CSV feature for Active Patient Census Report
5141 - Discharged Date field added to Customers module Patient's tab
5102 - Updated Monthly Bill Summary Report column headers
5094- Renamed “Allow SMS Notifications” to “Allow SMS”
5092 - Minor mods to Edit Patient Equipment Tab Status
5089- Minor Mods to View Orders Grid
5084 - Updated Caregiver popup on Patient Overlay, Order Creation, and Order Management 
5083 - Mods to Parent Pays Checkbox and Arrival Delay Field on Edit/Create Customer
5079 - Minor Mod to Active Patient Census 
5063 - Minor mods to Parts Catalog
5029, 5030 - Revenue by Sales Person Upgrades
5026 - Minor mod to State field in Charge Amounts
5013- Updated icons to Monthly Bill Review on Billing Categories
4995 - Revenue by Sales Person Summary Upgrades
4961 - New column “Primary Sales Person” added to Revenue by Sales Person Summary Report
4902 - Mods to Monthly Bill Summary
4885 - filter added to equipment tab on patient overlay
4880 - Executive Dashboard role assignment
4862 - Discharged Date field added to patient profile and patient module with filters
4859 - Added new filter and discharged date on Patients
4839 - Mods to Vehicle Information Panel on Edit Truck
4824 - Warehouse Group
4814 - Updated Current Rentals by Warehouse with Caregiver
4813 - Updated Current Rentals with Caregiver
4798 - employee tab added to warehouse page
4779 - Minor upgrades to warehouse detail page  
4762 - Vehicle icons added to the system (truck pages)
4745 - Lost Filter for Instance pages
4635 - Login Link expired message bolded
4561-  Order Schedule Notification
4464- Voice Notification Additions
4218 - Mods to Item Quick Transfer Tool
4165 - New timeout/validation messages added
4013 - Flight Recorder map upgrades
3026 - Privacy Feature
2832 - Updated button to '+ Product' in Order management
371 - Allow recurring order