Software Update to Version 3.7 Patch 1 – March 2016

New Features

  1. When checking out, there is a new chooser for allocating overpayments and underpayments:
    • Donate – put the overpayment into a ‘donation’ fund
    • Refund – return the overpayment to the guest
    • Retain (MOA) – keep the overpayment on file for the guest’s next visit
    • Waive – reduce the total to the amount the guest has paid using a “House Discount” waiver.
  2. New facility to capture and spend “Money on Account” (retained overpayments).
  3. ‘Additional Charges’ and ‘Discounts’ now include a default amount. You can set the default amount in the Resource Builder → Lookups tab.
  4. Invoices now have a “Bill Date” feature and a new facility to create/edit invoice notes.
  5. Invoice report option to filter based on visit dates – see all invoices attached to particular visits.
  6. We now have separate ‘payment notes’ and ‘invoice notes’ fields.
  7. There is a new option to re-print old payment receipts.
  8. A new option hides ‘unconfirmed reservations’ tab if you don’t use this reservation status.
  9. We started a new page to chart and graph useful statistics. The first graph is a year-over-year graph of monthly room utilization.
  10. New option to split up visit notes. Currently we put all visit notes together into one big note.  This option allows you to separate the visit notes to the visit the notes were entered into.
  11. The Visit Report now has a patient column.
  12. Visit Viewer now has Primary Guest selector allowing you to change the primary guest for a visit.
  13. Visit Viewer has new facility to add guests to an active visit. Previously, you were limited to adding guests to checked-out visits only.
  14. Added new demographics: photo permission, legal guardianship.
  15. New Reason codes for ‘No Return.’
  16. The Check-In page now allows sorting and searching the ‘Current Guests’ and ‘Confirmed Reservations’ lists.
  17. New behavior for checking visits out on a previous date – the system re-calculates the fees due for the earlier date.
  18. New behavior for recording past visits – the system automatically brings up the checkout page, preset to the checkout date (if earlier than today).
  19. Vehicles – the limit was removed for the number of vehicles you want to track. Track as many vehicles as you want.
  20. We implemented a new facility for users to change their own password. On the Calendar page click on your login name in the upper right hand corner to get a ‘Change Password’ dialog box.
  21. We implemented a new ‘experimental’ facility for detecting and combining duplicate guests and patients.

Fixes

  1. Fixed problems with houses that allow both reservations and walk-up’s.
  2. Reservation page now finds any active visits and offers ‘Add Guest’
  3. Fix ‘move visit’ date issues and ‘add guests’ issues
  4. Fix ‘show statement’ to find and display the guest’s email address.
  5. Fix date-sort feature on Register tab listings.
  6. JavaScript files auto update on your browser – no more CTRL-F5’s to refresh the web page’s stored files.
  7. And many more minor little fixes that keep the site working smoothly and efficiently.