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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