Zedmed v37.7.2

Add filter for category Payment Details Link to the Message Manager
Messages in the Message Manager can now be filtered on the Payment Details Link category.

Reduce the Appointment Grid Blue line refresh to every 60 seconds
The refresh rate of the current time indicator on the appointment grid has been reduced from half a second to once per minute to reduce unnecessary resource use.

Tyro Eftpos ReInitialisation not working for Quick Pay
Improved the performance of forms that interact with Tyro (invoice and payment forms) when the Terminal Adapter is not yet installed (cloud only). This does not change the time required for the terminal adapter to install.

Improve the message displayed when attempting to delete a bank list that has transactions
When trying to delete a bank list (account) with transactions recorded against it, a more meaningful message is now displayed.

Improved the Expiring Referral report performance.
Substantially improved performance of Expiring Referrals Report when there are lots of appointments in the database.

Enable the launching of Waiting Room from patient details when the Appointment Grid is open
Users can now navigate to the Waiting Room directly from Patient Details when it is being shown on top of the Appointment Grid.

Fixed Error "Command text must not be empty" 
Fixed the issue that caused the error "Command text must not be empty" when clicking on Re-Merge in the Patient Merge History dialog.

Removed full stop from the Bulk billing consent SMS 
Full stop following URL in Bulk Billing consent SMS message sent to patients has been removed.

Improve the message displayed when previewing a Shared Health Summary
A more meaningful message is now displayed when attempting to upload a Shared Health Summary that contains a procedure without an onset date defined.

Fixed issue with preprinted paper types printing multiple copies
Address Book: Fixed issue with preprinted pathology/radiology referrals printing number of copies equal to number of tests requested.

Improved the message displayed when previewing a Shared Health Summary
A more meaningful message is now displayed when attempting to upload a Shared Health Summary that contains an immunisation without a date given defined.

Resolved complications encountered when MHR finds duplicate of a patient's IHI
When opening a patient record with a duplicate IHI, the MHR Status now displays My Health Record available. If the MHR button is clicked, the warning message regarding the duplicate patient demographics or duplicate IHI is still displayed, however after clicking OK the MHR dialog now opens. This change may also fix an AV error that is displayed when attempting to upload medication information to My Health Record.

Fixed rrror "Software error. Incorrect update count." 
Fixed an error that occurs when a user tries to “print referrals and close” while they have an unsaved referral letter open in the letter writer. The error caused Clinical to freeze. The system will now prompt the user to close the letter writer.

Add ePayment as a Method on the Refund dialog
ePayment has been added as a refund payment method in Zedmed.

Option to disable Easyclaim in billing if Medicare is the Payer
A new option has been added to Practice details to allow disabling of the EasyClaim button when billing a patient where Medicare is the payer.

Editing a bank name when there are unavailable bank accounts renames the wrong bank list.
Fixed an issue when changing a banklist name resulting in the wrong banklist being changed.

Tyro ePayment report only shows ePayments
Tyro ePayment reports have been updated to remove other payment types. It now only includes ePayments.

Document preview updates when an arrow key is used to select the next document
When using the arrow keys to change the selected document or referral, the preview pane is now refreshed with the currently selected document.

Fixed the history list in Clinical Details
Fixed an issue where the merge field Clinical Details History was not working for templates.

Office staff can now turn on and off SMS in a patient's clinical History
The option to hide SMS messages in the Clinical patient history will now work if the user does not have a doctor code.

The batch writer is now prompting for letter status selection
Fixed missing prompt to set document status when editing a letter associated with a batch in Batch Letter Writer.

Template custom merge fields no longer have a black background
Fixed the issue where custom merge fields have a black background on clinical templates.

Optimised the Appointment grid to open faster.
Excessive Appointment Grid refreshes have been reduced for a faster start-up.

The Appointment grid's date now shows the name of the day and month.
The date picker on the appointment grid now displays the name of the day and month.
You can use text to change the date: "yesterday", "today", "today+4", "eom", "bom" and the day's name. 

The Appointment grid now stays open a Patient's Details is opened. 
Selecting Patient Details will now display the patient details without closing the Appointments grid. You can also open the patient Acct Enquiry.

Change Search for Appointments to show Doctor's Full Name
The appointment search now displays the name of the doctor or resource. It previously only showed their codes.

Revise how dark mode is applied to the appointment screen toolbar
The appointments grid ow opens faster when using modern (dark) theme.

Error occurs for deleting a Doctor Group from appointments
Fixed database error displayed when deleting an unused appointment doctor group.

Updated Zedmed's invoice wording to “Tax Invoice”
When an invoice is printed, Zedmed will now use the words “Tax Invoice” in the heading instead of “Account” or “Duplicate Account”.

Patients' email addresses now have standalone fields in the Office.
The patient details form in Office now shows the phone number and email address in separate fields, instead of combining them in a shared dropdown field.

The Appointment Op List will no longer duplicate patients
Fixed issue where patient appointments are incorrectly duplicated on the Appointment Op List when their appointment is for a different branch to the one logged in as.

Remove unavailable bank accounts from bank account list
A new checkbox, Exclude unavailable bank accounts, in the Practice Details > Bank Accounts tab hides unavailable accounts from view.

Referrals Expiring Report no longer shows Cancelled Appointments
Cancelled appointments will not be included in the Expiring Referrals report.

Referral doctor email address field is now bigger
The size of the email address field for referral doctors has been increased from 40 to 255 characters.

The  HealthLink referrals Print icon is no longer greyed out
An issue preventing users from reprinting manually created HealthLink referrals has been fixed.

The referring doctor is now used for reprints, not the doctor that's logged in.
When reprinting or resending a pathology or a radiology referral (right-click in Summary Views), Zedmed Clinical will always use the original referring doctor's details (name and signature) instead of the currently logged-in user.

Upgrade Zedmed to latest version of MSXML
Upgraded an internal component used in Zedmed Clinical to fix errors occurring at some clinics when opening patient files.

Fixed an Invalid archive file error that occurred when resending a referral via secure send
The Referrals UI in Zedmed Clinical will no longer show an error when attempting to resend a referral letter in Today's Referrals using Secure Send.

A patient's History View now includes SMS messages
A patient clinical History View now includes SMS communications, including replies, reminders, secure send and direct messages. This is on by default.
The information can be hidden in Tools > My Options > Show SMS Messages in the History View checkbox.

You can now hide and unhide all public (global)  templates
Public Templates can now be hidden from the UI in Clinical using the Hide Clinical Templates utility. 
This utility does not currently work in the Cloud.

This only applies to global templates, so the template will be hidden for all users. 
This will help with templates whose owner is no longer with the practice.
Individual user's templates can be removed by that user if they don't want to see them. 

To open the utility:

1. From Clinical, select Utilities > Hide Clinical Templates. 
2. Drag the template to the Hidden Templates pane.
3. Select Apply These Settings.

Approval AuthoMake phone approval hotline details text that can be copied
The Medicare Number, Pension/DVA Number, Authority Number and Prescriber Number on the Script Authority Form now have a copy button and are also selectable text.  This makes it easier to transfer the information into HPOS when requesting authority scripts.

CTRL + Z no longer Closes a Patient file
Pressing Ctrl-Z in Clinical will no longer close the active patient tab. This happened by accident when users selected Ctrl-Z to undo (Windows function).

Fixed the slow Waiting Room opening time 
Doctors were experiencing a slow loading time when opening the Waiting Room in Clinical.

Delay in Claim Payments Screen and selecting an invoice from the Payments Tab.
Fixed performance issues when opening the claim payment view and when opening claims by individual ID (e.g. by double-clicking a payment).

Changing disable invoice adjustments number of days to a practice setting
Users can now specify the number of days during which invoice adjustments cannot be made after submitting a claim. The setting can be accessed from Practice Details [tab] > Disable invoice adjustment for days. The default setting will be 1 day.

Office attendance query slow
Fixed possible performance issue with the Office waiting room.

Letter Formatting issue when viewing letter
Fixed the layout of documents viewed from the Summary Views Documents Tab in the Patient Record, margins are now displayed correctly

Cannot print document on result inbox
Fixed an issue with printing pdf results from the results inbox.

RTF Letters under Zedmed\Letters Folder on Client Machines
Removed Clinical letter writer “autosave” function that did nothing but save rtf documents into the Zedmed folder. System will no longer prompt a user to save a letter in Clinical if it has no changes to it since the last save.

Add "Force Claim Suppression" to suppress submitting Medicare/DVA claims
A new option under Practice Details called Force Claim Suppression. Ticking this box will disable the ability to submit a DVA or bulk bill claims directly from the invoice screen. Note that this setting is off by default.

Changes to Claims Status Screen
Added Account Payer to the claim status view.
Changed the option Not Submitted to Not Submitted / Suppressed. You can choose this option, then select Refresh to display only the Suppressed invoices queued in the Claims tab.

Restrict changes to invoices for submitted claims
Disabled the Account Enquiry screen's Adjustment button for all claims less than 7 days old. This applies to Bulk Bill, DVA and Eclipse claims. MA Online and Tyro Easy Claim will still have the button available.

Added a 'Check Claim Status' button
Added a Check Claim Status button to the Claims Tab so staff can manually refresh the status of a Claim or Claim Payment.

Change the auto-void criteria for receipting off payments
Added additional checks to prevent the automated receipting of claims that have been paid but where the processing report is incomplete.

Fast access to a claim's invoice from the Claims tab
Changed the double-click function in the Claim tab. Double-clicking a claim will now take you to the associated invoice in the patient's Account Enquiry screen.

Secure Send now provides more descriptive file names.
The filename is now formatted as <Patient Given Name><Patient Family Name><File Name>.

Secure Send can now be used for patients without an account payer.

•   The patient will be the Payer in the Secure Send dialogue
•   The patient's email and mobile will prepopulate the Secure Send dialogue fields. 

Secure send can be used from more Summary Views tabs
•  Summary Views > Images (can send image files)
•  Summary Views > Attachments (with file type restrictions)
•  Summary Views > Results (right-click View Results > Send to Patient)

For security, some files (exe, dll etc) cannot be sent as shown in the restricted list below
Right-click and select Send to Patient.

Removed some restrictions on the file types supported by Secure Send
Restrictions have been updated to allow more file types to be sent using Secure Send.
The following file types are still restricted due to the security risks they pose (malware etc):

Secure Send can be used without the security code requirement
The sender can use a checkbox to override the one-time security code requirement. This is the code sent to the patient to open the portal and access files sent to the patient.

Files that required a security code when they were sent, are not displayed if the portal is opened without a security code requirement.

Use Secure Send from the Results Inbox 
Secure Send now allows you to send patient results from the Results Inbox.
1) Select the result
2) Select Send to Patient.
Summary Views > Results are also supported by Secure Send.

To learn more, see the Results Inbox guide.

Updated where Secure Send lab reports display the phone number
The default Pathology and Radiology reports used for Secure Send now display the phone number in the branch name and address section.

New Appointment Counts Report  
A new report option, “Appointment Counts”, has been added to the Appointments Report.

It shows the number of appointments per practitioner with the total number of appointments for the selected time range. You can apply filters such as appointment type and select specific practitioners. This report does not capture cancelled, unavailable and non-patient appointments. 

To learn more, see the Appointment Report guide.

Preferred Name and pronouns displayed in Appointment Details
Added an option to display preferred name and/or pronouns in the appointment grid.

Select View > Options to open the Appointment Display options to enable the pronoun options.

Added display of preferred name and pronouns to appointment details and the office and clinical waiting room

To learn more, see the Appointment display options guide.

Preferred Name and pronouns displayed in Attendance Details 
The Attendance Details screen now shows the patient's preferred name and pronouns as shown in the screenshot above.

A batch search for a patient's IHI number can exclude Archived and Deceased patients 
Practice setup > Practice tab > HI Service Settings > Branch Settings tab.

The IHI Batch Update and Verification services can now be configured in Office to exclude specific Patients according to their status (Archived, Deceased etc).

You can now Un-pull a file 
The Un-Pull File option has been added back to the Appointment Screen. You can no right-click Pull File or Un-Pull File, and the status will be reflected in the Appointment Detaild and the folder icon.
Un-Pull File will remove the Pull File icon. 

To learn more, see the Book an Appointment guide.

SMS appointment reminders can now include the day of the week.
A new merge field for the Day of the Week has been added to all Appointment, Recall reminder and Expired Referral templates.

This has been added to the Zedmed default reminder message and Appointment reminders sent from the Appointment Report. The Day will need to be added to custom messages.

To learn more, see the Customise SMS text guide.

You can now SMS a doctor when an appointment is booked 
An SMS confirmation can be sent to a practitioner every time a patient makes an appointment with them. The message will contain the patient's name and the appointment's date and time, and incur a cost for the SMS.

Requirements:
•   The doctor's mobile number must be added to the Doctor Details. 
•  The patient must receive a confirmation for the practitioner to receive a notification. 
This means the Send Confirmation SMS must be manually ticked in the Appointment Details screen when the appointment is booked- unless it is an OLA booking (as it is ticked by default).

To learn more, see the SMS Send options guide.

You can now Bill from the Appointment Grid
Right-click a patient's appointment and select Bill to open a New Invoice. This will pick up a practitioner's billing information - just like billing from the Waiting Room.

To learn more, see Navigating Clinical Records

An  'Illicit drugs' tab has been added to the patient's Clinical record. 
Clinical now gives practitioners the ability to indicate if a patient is an illicit drug user and record related details in the patient details maintenance screen. Tick the box to add the injection icon.

To learn more, see Navigating Clinical Records

Quick Documents Search - Template Selection screen 
We have created a new Quick Document Search page called Template Selections. This displays all templates in a scrollable screen that will filter as you type a template's name.

Open Quick Documents Search using the new icon next to Quick Documents. Select the required tab and start typing the template name to filter the list.

 The Template Selection screen will also open if you start a New Letter and search for a template.

To learn more, see the Quick Documents guide.

Results Inbox now has a side-by-side viewing option.
A new setting in the Clinical > My Options screen allows users to select the layout of the Results Inbox.
To change from the default to side-by-side, select Left to right.

To learn more, see the Results Inbox guide.

Added Quotes to the Transaction Type of the Transaction/GST Report
Add the option to run the Transaction/GST report showing only Quotes, this does not affect the existing All function which will still exclude quotes. Note, the Report Summary will be impacted if you include quotes as there will not be receipts.

To learn more, see the Transaction GST Report guide.

Updated Document versioning so it can be turned on or off
Document Versioning is not enabled by default and is enabled in Clinical > Global Option > Letters & Template tab >-Enable document versioning

To learn more, see the Document versioning guide.

You can now add a booking time buffer to a practitioner's appointments
A new setting, “Booking time buffer”, has been added to the Doctor Details screen and is configurable by branch. The value entered is used to refine the available appointments sent to the Online Appointments (OLA) by only allowing appointment slots that begin after (Booking Time + Buffer). 

This prevents people booking online appointments close to the current time

To learn more, see the Online Appointment setup guide.

Reject a patient in the OLA patient reconciliation screen.
When linking first-time OLA bookings to existing Zedmed patients, we have added the ability to remove provisional patients from the reconciliation process. If the patient already has an Appointment, you need to Delete their appointment first.

Claim and payment reconciliation mismatch
Fixed an issue that caused claim and payment mismatches when reconciling Medicare claims.

Appointment Report AV error when the Referral Details option is selected
Fixed an issue that caused the Appointment report to display an error when running it with the Referral Details option selected.

Task Manager displays the same patient for all Tasks Created
The Task Manager screen in Zedmed Office has been fixed to display the correct linked patients in the task details.

Unable to save more than 1 new resource at a time
Fixed the issue that resulted in only the first resource being saved when adding multiple resources.

Fee update error 'Is not a valid floating point value' 
Improved the error message shown in Item Fee Update when no value is entered for a percentage or dollar amount increase. Also fixed the error displayed if Category or Group is selected. Selections will now correctly filter the items in the list.

Patient and Find menu items no longer work in the Waiting Room
The Patient and Find Patient menu options in the waiting room now work as expected.

Internal Mail Merge Template - Unable to Preview and Edit Mail Merge Before Printing
When using internal templates, it is now possible to preview the results of a mail merge and make changes before printing.

When adding a new patient, you can't add pronouns until you've saved the patient
Fixed an issue that prevented a pronoun from being selected when creating a new patient in Office.

The Referral date merge field prints a random date on the Label
Standard patient labels (Internal Template) now print the correct referral date. This corrects a reported error that some labels print a random date.

Claim Report missing the Clain ID s8th digit and MBS items 5th digit
Increased space available to display item numbers and claim IDs in the Claim Report.

Error 'FireDAC][Phys][FB]Dynamic SQL Error: Too many Contexts of Relation/Procedure/Views. The maximum allowed is 255'
Fixed a Firebird error that occurred when merging patients from a database that had a considerable number of Clinics.

Duplicating schedules does not copy messages correctly
When duplicating or copying sessions on the doctor and resource appointment schedule dialogue, the schedule messages selected for display in OLA will now be copied.

Appointment incorrectly removed when cancelling the cancel appointment operation
Cancelling the cancellation of an appointment (at either the reason or linked appointment warning phase) will no longer remove the appointment from the Select Appointments form listing.

Radiology/Pathology Template download notification pop up.
The notifications are now displayed when Report templates are downloaded from Office or Clinical,  

Unable to Print Results in Alphabetical Order
Results previewed and printed from the Results Inbox are now in the order, regardless of the column (and direction) they are sorted on.

Resolved problems with re-prescribing a 'one-off' drug
Fixed an issue preventing re-prescribing of a one-off drug. Effected new scripts with no drug name/description.

Spelling mistake in Clinical Observation Pap Smear Result input
“Inflamitory” has been corrected to “Inflammatory” in the pap smear observation screen - result options.

Results provides no warning when clearing the patient notified date
Clinical will now ask for confirmation before clearing the "Patient Notified" date when viewing results.

Access Violation when accessing the Outbox Viewer
Fixed an issue that caused an error and did not allow the Outbox viewer to open.

Error 'Must be a numeric value'  when modifying observation and measurement value.
Fixed an issue where an error was incorrectly displayed when an observation value was deleted (for correction).

Access Violation when clicking the Distribute button in the letter writer,
Fix an error that occurred when Secure Send was enabled but the distribute dialog for letters in clinical was disabled.

Results Inbox Access Violation error
Resolved an Access Violation error that could occur when rapidly scrolling through PDF results in the results inbox.

Document names and versions not displayed in encounter notes
Fixed issues with the document version, renamed document and duplicated document names not displaying in Encounter notes. Note: an encounter needs to be running for the note to be written.

In WP Tools, electronic results do not merge correctly in templates
Fixed an issue where the results merge field was not working correctly when it was part of a table and overlapped part of the text. If multiple results are selected they will no longer overlap into the next table in the template.

Update for Clinical encounter notes issue
Made an update to address the issues encountered when drawing the text edit field for the current encounter.

Don't check for Tyro install on Zedmed startup
Updated the way Tyro starts in Zedmed Cloud so if the Tyro Eftpos option in the receipts form is not available, you only need to close and reopen the Quickpay> Receipt screen after a short pause. You no longer have to restart Office.