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. 

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:
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

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.