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

We are excited to announce some major features coming to the system and major improvements in the next publish. Here are some of the major highlights coming soon:

*** New Features ***

Billing Rep Assignments Report
Displays all billing reps and their respective customers that are assigned under them. 

Sales Rep Assignments Report
Displays all sales reps and their respective customers that are assigned under them. 

Customer Rep Assignments Report
Displays all sales and billing reps ordered by Customer.

Voice Notification Addition
An option for a call notification has been added to various notifications rather than sms or an email being sent.

Delivery Order Cart upgrades
Users will now be able to quickly view inventory/renting equipment from the customer when adding items to the cart and the ability to adjust the qty within the cart panel.

Flight Recorder Upgrades
Super Admins will now be able to quickly view a map view of service technicians on a specific site / regions and their associated locations through the SERP APP.

Lost Filter Added to Instance Pages
Users will now be able to filter by the lost status of an instance.

Order Templates
Users will now have the ability to quickly create orders with items pre-selected for them .

Privacy Option
New option allowing the user to cover any sensitive site content they are viewing with a privacy overlay.

Discharge Date Fields
Users can now track and set discharge dates on the patient profile. The Discharge date field is also integrated with the Force Discharge module, Patient page, and Patients tab in the Customers module. 

Sales Person Summary Report
Description of report and Primary Sales Person column has been added to this report 
The CSV export has also been updated to reflect this.

Revenue By Sales Person Report
This report has minor visual upgrades to the $ amounts as well as highlighted amounts
on collect column value to represent outstanding invoices from customers. Usernames have also been added to the sales person column. The CSV export has also been updated to reflect this.

Address Fields for Employee profile
Users will now be able to store addresses on employee profiles.

Truck 2.0 Upgrades
Select Tech popup in order management, Truck Dashboard, Tech Dashboard, and Edit Truck modules have been updated to now include key metrics for truck inventory.

Ordered Scheduled Notifications
ETA provided Bill-to/Ship-to has been updated to include email/sms notifications to ordered by and caregivers when an order has been scheduled/rescheduled based on the ETA selection.

Instant MFA Notification
Multi-factor authentication will now send immediately instead of the 1 minute delay. 

Notification Icons Added to Order Management
Users will have the ability to edit and see notification settings via new icons added in Order Management.

Notifcations Tab Added to Order Management
A new tab for notifications has been added to Order Management. This will allow users to see what notifications have been sent out for the order, where they were sent and to who.

View Archive added to All Logs
On all logs in the filter results panel, users will be able to click on a  "View Archive" link. This will direct users to view any log that is more than two years old.

Priority Types Customization
Users can now custom code the priority types by color. They will be able to select the font color and background color that appear for priority types in Order Management and the color of the orders' pin on map dispatching.

Taxable Master Product Added
Users can now have master products taxed individually. They will be able to choose if a master product will count for the tax calculation in Monthly Bill Review.

Dispatch 2.0
Map dispatch adds the ability to see and manage all of the service technicians on a map. Dispatch can view the tech's current location, route, orders, and equipment to efficiently assign orders.

Recurring Orders
Orders can now be automated to repeat daily, weekly, or monthly to save time.

We are excited to announce some major features that have been implemented to the system. Here are some of the major highlights:

Multi-Factor Authentication
Multi-factor authentication has been added throughout the system to protect our users from malicious viruses and criminals stealing your information.

When initially logging into the system, users will be prompted to enter a security code in which they can opt out of for 30 days until the system prompts them again. The security code will also show if users log onto a new device in which they will receive the code via email or SMS.

Month Bill Review 2.0 Upgrade
The Monthly Bill Review has been completely revamped and streamlined for billers. Users will be able to quickly view summarized totals, bill alerts, make easier edits, and have more granular filtering.

Product Billing Categories
Users will now be able to organize their equipment into billing type categories in which they will be able to view the summarized totals in the monthly bill review and various reports.

Parts Catalog Module
The Parts Catalog module will allow users to track their miscellaneous items associated with their master products. These items may range from screws, replacement components to caster wheels for wheelchairs in which user then can link to specific master products and select them in the Purchasing, Requisitions, and various Warehouse modules.

Truck 2.0 Upgrades
The Truck system has been visually upgraded and users are now able to quick load / unload products immediately to the truck / off the truck by scanning valid equipment. This allows a user to quick load and unload items. It will show if an item is valid with a green thumbs up button or if it is invalid a red thumbs down button will show.

Web Scanner 
A QR code icon has been added beside Asset Tag filters/fields where users will now be able to access the Web Based Scanner in Asset Search Change, Maintenance Q, Loading items to truck, Exception Research, Product Instances, and my orders.

This allows a user to scan an asset tag on the web which prepopulates the tag into the field for the user to expediate searching/filtering. 

Rescheduled Report 
The Rescheduled Report allows a user to view totals of orders that have been rescheduled. A user can select their desired rescheduled date range for this report. There are also many filters that included in the report such as , Warehouses, Bill-to, Time zone, Rescheduled start/end date, Rescheduled reason and priority type.

Users will also be given the option to export all their information into a CSV for further data manipulation. 

Dispatch Activity Report
Users will now be able to view orders assigned to technicians and their time elapsed between dispatching and re-dispatching orders with our new report.

Customer On-Time Report
The Customer On-Time Report will allow users to view the efficiency of orders that are placed and then completed by technicians within the given scheduled order period.

Users will be able to quickly see the average metrics and totals over a course of months of orders completed in a timely manner.

Dispatch Time
New fields have been added to the Customer and Product page where users can add estimated arrival time buffers and estimated equipment setup time. These fields will be required and will be utilized in our Truck Tracking orders.

PO Price on Products
We have added a PO Price field for Master Products. Creating a PO will now grab the price from the Master Products PO Price when creating a requisition or PO.

A new filter has been added called Reason For which is located between Critical Notes and Priority Type filters in Order Management. On the drop down it will display different reasons why an order was placed.

3398 - ADC/PPD Values Strikeout text in Monthly Bill Review
3307 - Lot # Required Field not displaying on Tech APP for addon item not in order   action
3282 - Exporting Product Kits Page
3270, 3351 - Complete Needs Switch on Order Management not switching all items
3268 - Visual Issues with Edit Group Order Transaction Value
3267 - Thumb icon on Edit Groups on Customers Module
3266 - Contract Issue using Using From Parent Option
3158 - Duplicate SMS messages on Order notifications

Now, when a user is on Customer Online Orders report and click on Apply Filter button, the results will appear properly

The bug where a user goes on Edit Patient Orders tab and clicks the link which redirects them to the home page has been fixed. It now takes you the corresponding view order page.

Internal users will now see red font on the pricing in the shopping cart when a product is not part of the Bill-to Customer contract. This insures that users do not make mistakes adding products to the order that are not supposed to be added.

We have now added the F2 shortcut. Users can now use this key to open and close filters on any page with right side drawers like Filters.

This would include pages like: Customers, Patients, Order Management, Orders and more!

New functionality has been added to the Cleaning, Testing , and Repairing Q in the Product Maint. module on the Tech App.

The scanning camera is now available for use when clearing an item out of the Product Maintenance Q. This addition works the same as the Load Truck and Delivery/Pickup/Service item scanning camera works. 

The user can click on the camera icon next to the Asset Tag entry field, this will open the camera view for the technician to scan the QR Code on the specified item. Once it has been scanned, the module will auto-generate the asset number in the search box and bring up the cleaning/testing/repairing options.