Version 5.00
Released on: May 23, 2007

• Migrate Microsoft SQL Server Desktop Engine 2000 to Microsoft SQL Server Express 2005 version that is compatible with Microsoft Windows Vista operating system and has several other features. Stepping up to SQL Server 2005 yields immediate gains in performance, availability, provides better memory and processor utilization and increased application resiliency for more uptime. More information can be found on Microsoft SQL Server 2005 website at http://www.microsoft.com/sql. Click here to download the SQL Server Management Studio

• Removed save password option from logon screen. User needs to enter the password each time they log into the program

• In Appointment Calendar the open time slots can be reserved for specific services. These can be setup under File > Setup > Physician > Availability tab

• Service is now a required field in Appointment Calendar

• Calendar reports submenu option has been added

• Frames sold report - added on hand qty, last purchased date

• Orders by Item Type report has been enhanced to show Sub totals by item

• Quick Order - Patient Details button now opens the Add/Modify Patient screen

• Fixed amount discount issue in quick order

• Added Contact Lens Material fields to contact lens order

• Removed number of refills from Contact Lens Prescription

• Ability to setup Patient Type as patient required field

• HCFA for printing modifier is spaced out so it aligns on the form printout

• Added validation to allow maximum of only 6 charges per claim

• Removed VSP vendor id and password from company setup. You no longer need to provide these

• VSP - send provider NPI information to Eyefinity-VSP

• VSP authorization by last 4 numbers of Insured SSN - You have the option to get VSP authorization without entering VSP member ID and policy group ID as long as you provide the last 4 numbers of the insured SSN in patient insurance tab (you can enter the last 4 or complete SSN of insured).

• Added Last Database Backup Time on backup screen

• Settings button is aligned on the  printing labels screen

• Mail merge changes - changed date format to month name day number, year, removed first name from physician

Version 4.75
Released on: April 27, 2007

• Remove century from service dates when printing CMS 1500 forms

• Added New Patient Referral report

• Ability to Update Frame Retail price based on frame markup formula at anytime under File > Setup > Frame Markup

• Ability to save images to Letters - Word Processor. Ability to import Microsoft Word documents.

• Added Documents button to Patient > Files tab that lets the user directly select the Exam template to use.

• Exam draw screen has been enhanced to remember typing font attribute including sizes, color settings from last use

• When using the Discount button and using the Amount option the tax amount will be deducted from the total amount as a percentage tax of discount

• Batch Lab Orders has additional Lab selection criteria

• Added Patient Reference Number in Batch Payments Screen

• Added Patient Reference Number merge field in letters of type Order and Patient

• Updated Backup database option with customizable backup reminder days. My Vision Express offers a default file name that includes the current system date—for example, MVE-022503.bak (format MVE-DATE). You can change this if you like.

• Removed DOB from Patient DYMO File Folder label

• Ability to customize list of Payment Methods under File > Setup > Categories menu option

• Ability to create list of Orders by order status in Letters

• Ability to add 50 patient custom fields to Letters mail-merge

• Fixed issue with updating of Supplier, invoice number and payment terms from Inventory Transactions > Scan inventory option

• Added Frame Status field to Frame Inventory, Frame Order

• Ability to provide marketing discount on Frames based on frame status - active or discontinued

• Enhanced Patient Image saving

• Scrolling of payment section in quick order has been fixed

• Added Marketing code field to capture the coupon number. Marketing code is also displayed in the orders by marketing report

• Frame Order information is retained in the order even when the Frame Source is changed

• Removed Layaway as a search option in Detailed Order Sales report

• Auto-populate Insurance Claim CMS1500 Field 32b, 33b from Provider insurance type setup for Medicare, Medicaid, FECA, BCBS

• Patient interactions security has been enhanced - only the current patient interaction note can be changed

• Fixed issue with Batch Payment search criteria

• Added ability to look up Diagnosis code by partial code or description

• Patient HIPAA tab has been removed and HIPAA Consent field and consent date have been moved to Profile tab

• Ability to e-mail Patient picture from Picture Viewer so patient's can send pictures with them trying glasses

• Added Patient picture to appointment calendar patient screen

• Updated Search screen so it defaults to Search button when search criteria is changed

• Generate Custom Letters, Mail-merge documents and Labels from Appointment Calendar Data

• Time-Clock time is auto-updated

• Appointment print out has been updated to included appointment day name and remove duration

• Removed automatic opening of Search Order screen when Quick Order screen or regular order screen is invoked

• Logon screen shows the server name you are connecting to and the the time

• Search Patient has been improved to search by any phone number, provider, insurance company. Search results now include provider

• Removed DYMO label from frame inventory barcode label

• Added Letter of type Order and Calendar to be added to Patient Letter History

• Added Bevel option to lab copy

• Added READING text to lab notes when reading

• Default frame source to patient own frame when doing Remakes

• Insurance fee schedule Order items covered options automatically calculates insurance due

• Rename inventory screens to listing screens

• Batch payment screen no longer includes orders with status of Quote or Canceled

• Insurance ANSI POS is not defaulted to 11

• Sorted menu options in alphabetical order under Setup

• Fixed transpose issue - if there is no cylinder it will no longer transpose

• Marketing discount tax is automatically calculated

• Labels in inventory listing screen opens the barcode screen

• Inventory barcode labels have been moved under File > Inventory menu option

Version 4.75
Released on: March 8, 2007

• Added Calendar Appointments Demographics report that gives you ratio of appointment types booked

• Ability to modify and delete X-charge processed credit card payments by Administrator

• Reprint Credit card receipt only reprints credit card receipt. It no longer prints the charges receipt.

• Updated Spectacle Lens lab copy to add more frame fields - lens color, user defined, user defined 2

• Family tab - added ability to open Patient Details screen, modify patient screen and refresh family orders

• Ability  to search and create patient list by the prescribed Medication. Patient list on certain drugs can be used to notify them of drug recalls, newer medication therapy etc.

• Time Clock - Added ADD button that lets you add Employee and Date for missed days

• Added occupation to mail-merge

• Added Patient type display to patient search results

• Insurance Supplier tab has been renamed to Provider

• Insurance Accounting tab has been renamed to Charges

• Fixed issue with Reading button where Sphere value is Plano (PL)

• VSP covered options calculations fixed

• Insurance Print Image Electronic format has been fixed

• Insurance ANSI format for Group has been modified to include rendering provider # instead of group #

• Fixed ability to setup custom lens treatments and other products under category setup

• Fixed ability to add provider insurance numbers in length greater than 10

• Fixed issue with sending e-mails

• Display full employee name in commissions report

• Returned items with discount calculates return discount properly

• Add Patient Alert Message when a patient is selected

• Add primary Recall reason and secondary recall reason fields to patient fields

• Clicking cancel on appointment does not refresh calendar

• Fixed formatting of Transpose Rx

• Added warning if switching patient on an existing order

• Added new option under company setup to specify the default place of service for Medicare services. If not specified the place of service defaults to 11

• Added Insurance claim created date filed that defaults to the date the claim was created. Creation date can be used to create claims batch.

Version 4.75
Released on: January 31, 2007

• To upgrade to this version, you must first upgrade to version 4.50

• Windows 98/ME/NT are no longer supported

• New Look - upgraded menu options

• Ability to swipe Credit Card in Payment Details screen

• Insurance Ansi837 - resolved issue with city having two names and amount being zero

• Medinotes interface - ability to automatically export patient information into HL7 file when patient record is added or modified. Setting can be setup under Tool > Settings menu option

• Letters module has a new word-processor with more features. This may require manual adjusting of existing mail-merge letters including margins

• Insurance Fee Schedule - if the fee schedule is not setup for a spectacle lens, services, lens treatment and other product it will default the price to be the retail price

• Added ability to create patient list by gender

• FramesData Import remove duplicates option no longer removes the records from frames import and frame inventory

• Two new reports added to the system - Frames Sold by Store and Frame Inventory by Store that will give totals for each store by frame manufacturer

• clicking the Reading button no longer affects PDs

• Added ability to assign Physician’s as referral in patient demographics

• Added referral mail-merge fields to letters for custom letters: referral name, address, city, state, zip, phone

• Added log of patient interactions to appointment calendar

• Added patient interactions tab to appointment calendar. Interactions record is automatically logged when patient record is accessed

• New Correspondence History feature has been added that will log any print material sent to the patient from Letters module. Letter log history is available under Patient | Interactions tab

• Added Patient Type, Cell Phone, Zip Code as additional Patient Search Criteria

• Added Patient Type as additional Patient List Creation Search Criteria
   

Version 4.50
Released on: January 10, 2007

Download Update 4.50

• Added ability to Print receipt on Ithaca 610 Receipt printer

• Ability to assign default provider to a physician

• VSP Contact Lens calculations have been updated

• Added NPI number to Provider Setup

• Added Qualified Type to Provider Insurance Type under Categories and available for setup under Provider

• HCFA 1500  renamed field 17a changed physician to provider

• HCFA 1500 added system defined Physician ID types

• Provider setup allows to assign system defined different ID numbers

• HCFA 1500 field 33. Billing provider info automatically fills based on the default provider assigned to the order's physician. Default provider for a physician can be assigned in File > Setup > Physician menu option

• Recall Dates are highlighted in Yellow background if the recall date is expired or not specified

• When filling insurance claim from order, box 29 amount paid is filled with insurance payments posted in the order
  Insurance Claim field 17a, 32b and 33b can not longer be typed in. They can be selected from the list of ID's setup under provider and physician

• HCFA form has been updated to the new format approved by NUCC 08/05. Includes fields for capturing NPI number. OLD HCFA FORM 8/88 IS NO LONGER SUPPORTED. ANY OLDS CLAIMS WILL NEED TO FILL THE MISSING DATA FIELDS IN THE NEW FORM IN ORDER TO RESUBMIT. INSTRUCTIONS FOR FILLING OUT NEW CLAIM FORM ARE AVAILABLE AT http://www.nucc.org/images/stories/PDF/claim_form_manual_v1-3_7-06.pdf
  ADDED:

17a referring ID type
17a. referring ID number
17b. referring NPI
32a. NPI
32b ID
33a NPI
33b ID
33 Added seperate field to capture billing provider Phone
24I. ID type
24J. rendering ID
24J. Rendering NPI

REMOVED:
24C. type of service is removed
24J. COB is removed
24K. reserved for local use is removed

 

• Insurance Electronic claim submission Print Image and ANSI formats have been updated to include NPI numbers. THIS WILL REQUIRE YOUR CLEARINGHOUSE TO REMAP THE FIELDS AND MAY AFFECT CLAIM PROCESSING UNTIL THE NEW FIELDS ARE MAPPED.

• Added ability to search patients by Zip/Postal Code

• Added Time-clock warning. If time entry already exists then user is prompted with warning.

• Auto-updating Recall Date, Last Exam Date, Recall Reason > Added option to specify Recall Reason when setting up Services. When Recall reason is set and this service is charged to the patient it will automatically update the Last Exam date (to today), recall reason, recall months and recall date in the patient record.

• Updated EHR Drawing capability to allow smoother drawings

• Physician Exceptions in Appointment Calendar Day view have been updated

• Added ability to copy Fee Schedule

• Ability to allocate online Credit & Debit card payments among multiple orders

• Added merge-fields to Letters of type Order

  • insurance_due

  • charges

  • patient_due

  • patient_balance

  • insurance_balance

  • payments

  • insurance_payments

  • patient_payments

Version 4.21
Released on: December 15, 2006

• Integrates with DYMO:

  • Added ability to print DYMO File Folder 30327 Labels. Fields printed on File Folder label are Name, DOB and Patient Number. Label is accessible under Patient module | Profile Tab and clicking the Labels button.

  • Added ability to print DYMO Address 30252 Labels. Fields printed on Address label are Name, Address, City State Zip. Label is accessible under Patient module | Profile Tab and clicking the Labels button and under the Letters module

• Insurance CMS 1500 form print paper format has been changed. Dates are now formatted as mm dd yyyy

• Insurance ANSI 837 charges format has been updated to 0.00, loop 2310D

• Payment allocation copies the approval code to all payment allocations when processing credit-cards thru X-Charge Credit card processing merchant

• Added Uncut Lens option to Spectacle Lens Lab Copy

• File > Reports > Order > Patient Labels option has been removed since it is accessible under File > Letters menu option

• Order - Payments - Labels button is removed

• Insurance module removed auto-calculation of days based on service dates

• Fixed printing of Batch Lab Copies from File > Reports > Order > Lab Orders

• Added Covered Option Service Fee to Insurance Fee Schedule that is used if the procedure is covered

• Ability to delete VSP Lens List under Tools > Refresh VSP List and clicking the Delete Lens list button
  
   

Version 4.20
Released on:  December 7, 2006

• Aged Receivables report insurance filter added

• Credit card and Debit card transactions can be now processed thru X-Charge online merchant

• Added X-Charge Transaction Reports

• Ability to specify VSP Dispensing Fees per plan

• In appointment scheduler, added ability to capture detailed primary insurance information

• In insurance claim, Lens Treatments units are defaulted as 2 units

• In lab copy Lens name is printed

• In Insurance, referring physician is no longer defaulted

• In Insurance, charges will drop in even if it does not have V-codes linked to it

• Added Inventory Quantity Synchronization option under Tools > Synchronize Inventory Counts menu option that adjusts the product quantity to items sold. Only the items with Inventory box checked are affected, products that you do not inventory will show products sold as 0 quantity

• Added support for Ithaca 610 receipt printer to print Credit card and Debit card receipts

• Ability to set required fields for Orders under File > Setup > Required Fields menu option

• Patient Order History shows Summary and Detailed information

• Redesigned Spectacle Lens Lab Copy > Nov 17, 2006

• contact lens barcode printing updated

• spectacle lens lab copy now fits four lines of notes

• right-click menu option enhanced to include copy, paste, select all, save as functions

• added Uncut Lens option to order

• Synchronize inventory process enhanced to update the quantity purchased

• fixed frame inventory report to correctly show on-hand quantities

• changing the Order status from Quote to another status prompts the user to change the order date to today

• quick order balance reflects correct balance

• changed the spectacle lens barcode code to show the lens name

• each tax in invoice is now separated out
  
   

Version 4.10
Released on:  October 10, 2006

• Added VSP Electronic Order Claim Submission and order status capability (optional feature)

• Ability to get latest VSP lists under Tools > Refresh VSP Lists menu option (optional feature)

• Added Patient Exam and Recall dates to Quick Order

• Added Show Savings option to patient receipts/statements. User can control whether they want to show saving on the statement or not by selecting the 'Show Savings' box under the Print dialog. The settings are remembered once you set them. Savings are only printed when the savings are greater than zero

• Items in the statement are ordered in the order they were entered

• Removed barcode from statements

• Ability to sort Aged Receivables report by insurance and other fields

• Added notes to Frame inventory transactions report

• For Medicare claims, billing insurance for products the POS defaults to 12, for Services it defaults to 11

• VSP labs are formatted

• In Elecronic Health records drawing, ability to Move and Resize image and text objects

• In Elecronic Health records drawing, text is now aligned to the grid and displays the grid

Version 4.00
Released on:  September 9, 2006

• Sales & Payment summary report shows total of Discounts on individual items

• Patient invoice/statements redesigned to show patient savings

• Spectacle Lens sold, Frame sold, contacts sold, other sold reports exclude orders that are canceled or quote status

• Added patient cell phone as a merge field in patient type letters

• Patient Demographics report has been enhanced to be location specific

• Doctor Calendar exception in day view now only blocks the day the doctor is not available

• Setup insurance plans

• Setup insurance fees schedules

• added Units field to contact lens inventory

• automatically calculate patient and insurance responsibility based on insurance fee schedule

• added more fields to spectacle lens lab order

• assign upto four procedure codes to a spectacle lens

• added lens name field to spectacle lens inventory

• added VSP lens list

• ability to import VSP labs

• Added specialty code to physician and provider setup

• Batch Payments screen allows you to assign different insurance companies. Write-offs are posted as write-offs

• Ability to scan receipt and lab copy to lookup the order. Added barcode to receipt and lab copy

• employee messages show full name of employee

• updated Frame to Reorder inventory report

• Ability to link Diagnosis codes with charges in the order. If diagnosis code(s) is specified for the individual charge that diagnosis code is used, otherwise it defaults all the diagnosis code(s) in the order to the charge

• Receipt now shows Patient Savings as Your Savings if the saving are greater than zero

• Account Balance on patient receipt is updated to show patient balance only. It will show total account balance, including insurance balance in the patient and insurance

• Added new report Physician Sales by Department that gives total charges, payments and write-offs separately for the optical and optometric departments for a given date range

• Physician Demographics report total figures are updated

• Sales & Payment Summary report, 1. refunds affect total sales 2. Soft and Hard CL sales are shown as Contact Lens Sales

• Updated Aged Receivables report to show Patient number, patient name, patient date of birth, insurance company, insurance phone

• Fixed issue with Faxing of Lab orders

• Updated ANSI Insurance Electronic Claim submission file

• Added ability to search patients by employer and added employer to the results display

• Removed phone number to be displayed from Statement

• Removed Clarity vision special form from Insurance claims section

• Ability to specify Receipt/Statement note when printing batch statements

• Ability to Export/Import patient records between QuickBooks and My Vision Express (Optional -Additional charges apply)

• Ability to perform VSP member eligibility/authorization processing from within My Vision Express (Optional - Additional charges apply)

Version 3.65
Released on:  May 15, 2006  

Download 3.65 Update

• Time-Clock has been improved to include three breaks in a day

• Time-clock now supports Fingerprint recognition

• Ability to specify NPI number for Doctor's under File > Setup > Physician . NPI number will print on Rx Pad patient medical prescription forms

• Add ability to setup patient required fields

• Add ability to define patient custom fields

• Ability to electronically submit insurance claims using ANSI 837 format in addition to Print Image format

• Ability to define multiple recall dates and reasons for patients

• Ability to store tertiary insurance with patient record

• Ability to define Recall schedules for patients for a recall reason

• When making order remakes it prompts the user if the remake is free of charge and highlights the remake reason

• Updated batch payments screen to allow ability to post payments to multiple order locations

• Added order status, delivered by search options to letters of type orders

• Added several new merge fields to letters of type order

• Added system error screen where the user can submit directly any errors encountered

• Removed location from letters. All letters are location independent

• Updated Rx expiry calculation on prescriptions

• Add patient cell numbers to appt. sheet

• Add pt. demographics to calendar timesheet report for performing mail-merge

• Add combine orders in one receipt option to reports

• Ability to view inventory sales details from inventory details screen

• Automatically calculate Frame Retail Price based on Frame Markup formula and Group cost

• Ability to scan patient picture

• Added ability to specify Company Code under company setup that displays in the application. Code can be setup to specify different company locations while company name could be the company name without the location abbreviation. Company name prints on the patient statements and lab orders

• Added ability to specify Diagnosis codes in Quick Order

• Added ability to set default printing criteria and number of copies when printing statements and lab orders
   

Version 3.60
Released on:  February 24, 2006

Download 3.60 Update

• Added History option as default in search Patient, Order and Insurance screens. History automatically shows all records that were opened today saving user lot of time in performing another search

• Added frame markup where you can setup frame price markups based on frame cost range under File > Setup > Frame Markup. Retail price is automatically calculated based on the cost and frame markup formula

• Automatically looks up frame information in FRAMESDATA CD once the SPEX UPC CD is loaded in the system allowing you to load the Frame Catalog CD at one time and enter inventory at another time

• Added appointment recurrence, copy, and waitlist option. Recurrence option lets you setup multiple appointments in advance with a single-click. Ability to create a copy of an existing appointment. Ability to waitlist appointments. Easy to switch between booked and waitlist appointments.

• Ability to setup spectacle lens inventory as pairs in addition to individual lens

• If Inventory checkbox is unchecked in inventory setup the on hand quantity will not be deducted when it is sold

• If the user is not type Administrator, the Delete options for deleting the Patient, their Orders, Appointments and Insurance claims is not available

• Order Remakes are displayed in Indian Red color to be easily distinguished

• Removed User ID dropdown from Logon screen

• Frame discount in marketing only discounts frames whose retail is less than the maximum amount specified in marketing setup

• Added exclude quantity of less than one in item lookup screen

• Application Title bar now shows the current Location

• Contact lens inventory report has added search criteria of manufacturer and lens and exclude less than zero quantity

• Redesigned Statement to fit in invoice envelope

• Removed print button from all setup screens since now any data screen can be printed by simply right-clicking and selected the Print option

• Rx Pad prints DEA# instead of License #

• On prescription page renamed Non Rx Order to New Order

• Quick Order added Location dropdown to allow changing location

• Removed Inactive Employees from Employee Timesheet Search Criteria

• In Patient Order History added separate displays for Insurance and Patient Payments

• Default Cylinder as DS

• Added another receipt option to be able to print patient & insurance charges

• Added Discount button to Quick Order

• Added ability to define unlimited type of receipt notes

• Removed DBL from frame inventory since we already display Bridge

• Added ability to store frame purchase order information in the order

• Added ability for the user to specify the frame fields that should go on the bar code labels

• Added new report Frames to Order

• Reduced the time it takes to save images and increased image compression so it can save more images in the same space

• Improved Picture Viewer under Tools > Picture Viewer menu option that lets you take patient pictures with digital camera or webcam and simultaneously allows patients to see themselves with different frame styles
   

Version 3.64
Released on:  January 11, 2006

• Ability to link up to 4 diagnosis codes with each procedure code

• Backup prompt to replace existing backup file

• Draw tool pencil gets the line color & thickness

• Calendar: Renamed Color Code to Settings button

• Ability to display patient name or service name as appointments text

• Ability to Waitlist appointments

• Ability to delete appointment from add/modify appt. screen

• Modify patient screen displays patient balances, appointment history and family
   

Version 3.51

• Image Drawing tool added that lets you Draw on image, Scan, Import/Export, Zoom, Print, Fax images under Patient > Files tab

• Fixed appt scheduling no end date issue – used to ignore the start dates

• Search patient, order insurance - default to Add if user closes the search screen

• Updated Receipt & Lab copy buttons quick print buttons

• Calendar week preview, pointing the mouse over the appointments shows appointment details. Drag and drop of appointments is no longer supported

• Transpose PL prescriptions

• Increased font size on Arch Crown 307, 306, 364, 313, 368 labels

Version 3.50

• Patient COPAY can be recorded in order item details screen and print on the receipt as Patient COPAY

• Added Add buttons on patient, order, insurance to be able to Add new without clicking Search button

• When same patient name is entered search patient automatically pops up with people with the same name

• Updated search order to make it bigger and include order status, work phone, insurance

• Added inventory reorder point for each item per location and 4 inventory reorder reports

• Added batch payments screen under File > Batch > Payments that lets you post payments & write-offs to multiple orders

• Added orders balances display on payment detail screen

• Combine orders for the same order date by default

• When patient frame, highlight in red  A, B, ED and Frame Type measurements to indicate that they are required

• Added frame type in Quick order

• Added latest order diagnosis in patient demographics tab

• Fixed reset of image, hipaa information when patient changes

• Made image scanner, preview screen smaller to fit screen

• Ability to Print single appointment from calendar under preview or clicking on Print Appt button

• Updated Arch Crown label 364 to remove words Eye and Bridge and replace with /, re-aligned TT306

• ADDED validation in red color for missing required HCFA fields

• Added HCFA preview tab to insurance

• For Medicare Place of Service defaults to 12 in HCFA
   

Version 3.44.01

• Added inventory minimum quantity field

Version 3.44

• Users have ability to create security groups and associate security rights with the group

• Added admin checkbox to employees setup

• Inventory row now only gets added for current location (not for all locations)

• Added find/filter box in Diagnosis/Procedure code screens

• Added Rx Pad for writing prescription medications and being able to print them

• Added ability to lock, copy and fax prescriptions

• Prescription Sphere, Cylinder, Axis, Add now have drop down boxes to reduce data entry errors
   

Version 3.43.22

• Added Right-click menu option to print any data

• Renamed Images to Files in Patients. Allows storing of any file type, images, scan documents to patient record

• Added Documents setup screen (File > Setup > Documents) to create document library that can be imported into patient record

• Last exam date defaults to today's date

• Added Labels button under Patient demographics to print patient address labels

• Fixed printing of payment detail report. It now prints on one page instead of spanning multiple pages

• Receipt note font is bold. Added Statement date on statements

Version 3.43.21

• Added Help > Send Feedback menu option for submitting a suggestion anytime by selecting "Send Feedback" under the Help menu.

• Fixed HCFA electronic claims option

Version 3.43.18

• From this release onwards, we will no longer support display resolution of 800 x 600. The recommended display resolution is 1024 x 768

• Ability to take Patient Frame-Try on pictures from within My Vision Express under Tools > Picture Viewer menu option. Please note this functionality requires screen resolution of at least 1024 x 768

• Ability to Scan images and documents and link them to the patient file under Patients module in Images tab. Please note this functionality requires screen resolution of at least 1024 x 768

• Renamed Orders by Payment Method report to Payment Details

• Added color display to company information, default color for physician, service, and status to white

   

Version 3.43.17

• Payments are allowed to be modified by admin except adjustments

• Reordered company info tabs, Added commissionable flags, default tax rates for inventory item types

• Added fax number to display on receipts

• Added totals to appear below inventory listing

• Sales & payment summary report

• Increased barcode font size for label TT364

• Added age to appear in patient demographics next to birth date

• Added refresh button on patient order history to display any new changes to orders

• Added print image button to images to let user print image from patient
   

Version 3.43.14

• Renamed order aged receivables report to aged receivables - also shows patient account balance. Added Order date range as search criteria

• Searches are now like searches of %search%. e.g. if you put "mit" in the last name as search criteria it will find all the customers whose last name has an occurrence of "mit" in their last name such as smith, mittal, bomit

• Payment supports write-offs, adjustments

• Added Discount button that lets you discount all material and/or services in order

Version 3.43.08

• Adding ability to add and execute custom reports

• Added Interactions tab in Patient that tracks patient file access

• Ability to modify employee who sold the item in order

Version 3.43.05

• Ability to add Company Logo Image on receipts/statements. Logo image can be added under File | Setup | Company Information menu option

• Added ability to color code appointments by appointment status

Version 3.43

• Added four inventory transaction reports

• Added ability to scan-in inventory items

Version 3.42.02

• Added Print button to setup screens to allow printing of data

Version 3.42.01

• Calendar: Allow modification of selected appointments from Preview tab

• Calendar: Display appointments for all doctors in Day tab irrespective of filter

• Calendar: Remove Location column from Preview

• Inventory: Added Physical Counts screen that lets user synchronize physical inventory with inventory in the system. It allows physical inventory counts by barcode scan or manual count.

• Orders: Added option to combine multiple orders into one receipt. Added Tax ID display in receipts. Tax ID is defined under File | Setup | Company Information menu option.

• Patient: Supports attaching PDF files to patient file

• In-house Physicians are displayed first in drop-down list boxes

Version 3.41.11

• Added Middle name to search results screen

• Added Eyesize to Frame Inventory Barcode labels

• Updated Prism to accept decimal values

• Removed dropdown data boxes for Sphere, Cylinder, Axis, Add

• Add Exam procedure codes

Version 3.41.08

• Added copy, remake order option in patient history

• Added Manage connections screen to let you switch between multiple servers

• Updated contact lens report totals

• Added drop down for sphere, cly, axis, add for spectacle rx

• Renamed receipt header to statement

• Added Authorization number on Calendar reports.

Version 3.41.07

• Fixed display of lens treatment in quick order

• Display provider and marketing by location

• Allow multiple insurance claims to be displayed in order

• Duplicate frame option does not clear frame name

• Display Account Balance in receipt

• Order dates are defaulted to today in reports

• Fix order copy so it reflects in today’s reports

• Display amount for taxable sales in sales & payment summary report

• Filter Calendar report based on criteria in the screen – exclude cancelled appointments, rmoved cancel reason from print out

Version 3.41.04

• Added U/D Prism and Base to Spectacle Prescription and order

• calculate tax for other items

• fix receipt for tax inclusive and quantity

• fix display format of  order items when price is tax inclusive

Version 3.41.03

• Filter frame name by collection

• Soft contact lab copy - correct display to OD from OS

• Fix patients added from quick order

• Fixed formats in lab copy for sphere, cylinder, axis, PD

Version 3.41

• Frame inventory barcodes now displays Collection if it exists instead of manufacturer. If collection does not exits it displays manufacturer

• Ability to specify label starting position has been moved to Preview tab

• Added screen to be easily able to transfer inventory between different locations

• Ability to exclude bad address when printing recall letters and labels added

Version 3.40.04

• Changed Barcode font to UPC_A. Automatically generate 13 digit UPC code for items that do not have UPC specified. UPC numbers with less than 12 numbers are migrated to 12 digit UPC codes

• Added Arch Crown label LT335 for other printing miscellaneous inventory

• Added Material to Hard Contact lens

• Added Last Exam Date, Recall Date, Recall Reasons, Recall Months, Ethnicity fields to Patient profile

• Added Location functionality that allows you to keep separate records by location

• Added Day Sheet report that is the same as Sales and Payment Summary report but limited to selection for single-day only

• Letters and Patient Labels generation, only get a unique list of patients irrespective of the number of orders  

• Added validation of unique SSN. Patients with the same SSN cannot be entered

• Updated Sales & Payment Summary report descriptions

• Allow users to be able to modify HIPAA date

• Added Recall Reasons screen that will let users define Recall Reasons and default number of months for each reason

• Added Notes on first tab of order

• Added Frame Group cost to frame inventory that allows users to keep track of  frame group cost. Retail pricing formula is based on group cost

• Prompt the user for averaging the cost of inventory if the cost of the item changes

• Added new criteria to build recall and e-mail list

• New Lens Treatment categories can be added by the user under File | Setup | Categories | Other Products

• Added ability to zoom image

• Ability to specify order total final price irrespective of the price of each item. This automatically calculates the discount.

• Updated Spectacle lens sold report to group by lens style

• Default backup file name changed to without date

• Added ability to Import/Export patient list

Version 3.38

• Added five new reports: Frames Sold, Spectacle Lenses Sold, Services/Treatments/Other Sold, Contact Lenses Sold, Order Charges & Payment Summary under File | Reports | Order menu option

• Added Diagnosis code display in receipt

• Prevent deletion of system defined spectacle lens prescription types

• Fixed Calendar blocking of doctor availability display

Version 3.37.03

• Added ability to block time on a single-day or same-day each month for physician when they are not available for appointment scheduling (setup under File | Setup | Physician | Availability Exceptions). Also allow customization of colors to reflect Closed business hours and physician N/A time slots (setup under File | Setup | Company Information)

• Removed cost from display of Arch Crown LT335 label

• Switched automatic UPC generation to start from 10000 instead of characters

• Added ability to Print inventory from Item Details screen

• Fixed Tax calculation of spectacle lens

• Re-ordered menu for order - Spectacle Lens Order appears first instead of second menu option

• Updated invoice description from Frame, Spectacle Lens, Lens Treatment, Other inventory  (remove addition of word Frame, Spectacle and Lens Treatment)

Version 3.37

• Time-clock: If logged in as Administrator, removed requirement to enter password, enabled date and time fields for manipulation. Added ability to Delete Time Clock records

• Added more details to Spectacle, Contact Prescription printing

• Added ability to import customer/patient demographics from RLISYS

• Calendar scheduler: user gets a warning if the appointment is being booked after business hours. Physician Availability display show time slots when the business is closed

• Invoice tab -> Add Charges screen: Clicking on Add Product created an error that has been fixed

• Added Balance field to Quick Order

Version 3.36

• Inventory Barcode Labels: Added last updated date search criteria. Clicking the record specifies label quantity as 1 or 0.

• Categories: Exposed selected domain categories for user manipulation. Also display system defined item values.

• Fixed batch inventory transactions entry error

• Demo data deletion: Delete spectacle inventory records when deleting demo data

• Added Bad Address field to patient demographics to capture bad address

• Added Image Type to Category and patient images

• Receipts Report: Added capability to print receipts in a batch

• Added ability to add prescription from Order

• Increased field size for Procedure Code to 20 characters

• Fixed Doctor Availability display to add/remove availability properly when time increment changes

• Restore from File: Ability to restore database from file

• Arch Crown Barcode Labels support: fixed 3of9 barcode labels