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Release notes byAnnounceKit

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a year ago

SERP Publish Q1 2024

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.

Avatar of authorKhoa
Product Update
a year ago

SERP: Publish Q2 2024

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.

Avatar of authorAmber Woods
2 years ago

SERP Publish 01-30-2024 Release Notes


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

Avatar of authorKhoa
Product Update
2 years ago

SERP Publish 08-28-2023

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


Avatar of authorKhoa
Announcement
2 years ago

August Publish 2023 FEATURES



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. 


Avatar of authorKhoa
Product Update
2 years ago

SERP Publish - 02-20-2023

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


Avatar of authorKhoa
Product Update
2 years ago

February Publish 2023 FEATURES

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.





Avatar of authorKhoa
Announcement
3 years ago

NEW FEATURES

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.

Avatar of authorKhoa
Announcement
3 years ago

Reason For filter

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.

Avatar of authorEvelyn
Bug Fix
3 years ago

BUG FIXES (3-7-2022)

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

Avatar of authorKhoa