1028 - copy/paste apps between different clinics - when saving documents to database, check for in-use (BIA) otherwise it seems 0 bytes being saved - accgroup editor - statusbar to lookup created/updated details for groups - create new rule on contact centre rightclick menu - diary quick info needs to always update (if visible) after change to diary - documents to be printed menu - clear option - right click menu statuses and types need to be refreshed immediately after editing types and categories - mini-rtf editor (Editing Clinic Adresses) needs to check save on closing with form X button - clinic.address field not showing correctly in DESIGN reports - working form to popup in centre of parent - email settings not always being saved when setup from SEND EMAIL screen - RTF addresses (from clinic.address) not appearing in Report Designer - allow SAVE on image preview screen after rotation - redesigned diary options screen to be less confusing - implemented independent CLINIC PREFERRED DIARY INTERVALs - Quick 'Goto Time' feature on diary - Quick Invoice and Invoice Editor need to check for alternate recipient when changing to another recipient - Hide cancelled appointments not being remembered between sessions - Patient submenu - option for other reports (not just letter templates) - clicking View Clinical Summary should bring to front if already on screen - renaming clincal note attachments - add CLOSE and RE-OPEN CASE button to cases in CLINICAL NOTES editor - diary time navigation - saving print preview settings not working for GRID reports or LETTERS only seems to work on DESIGN reports and ONLY when in design mode (not straight to preview) letter footers not saving too - saving merged docs to patient files - not saving headers/footers on print preview for WP (also not saving page size) - renaming clinical note attachments - documents (print preview screen) save under patient docs area - DIARY: check that column uses the CLINIC working hours - appt copy/paste counter-intuitive on appt size i.e. doesn't retain original size - grids need to go to TOP row 1030 - After creating a Custom Field List in the form desinger the list is not always being populated correctly - Cannot access the Access Rights of a staff member just after creating a new database in DBISAM - Error message somteimes appears after editing Clinic Address - Documents not alwats saving when being opened for editing from the Patient Document area - LAYOUTS for embedded grids (apps / finances) - Check PAYMENT report has link to payment editor - Printing 'Invoice List' grid report from Patient Record doesn't work - get rid of sample form 1 in sample db and rename 2 -> 1 - statement of receipts report needs summary correction (DSUM -> SUM) - Create a new appointment in the column under "View appointments by Room" raises error - "Appointment Reminder Letter" not working from Patient Grid - Creating new database makes default user FULL ACCESS, but it should be SUPERVISOR - WAITING LIST : drag-drop to diary not working - added custom fields to appointments - layout designer - cannot rename some system fields - allow DBISAM version to connect to instantiated instance of ClinicOfficeDB_Engine - staff search feature on diary - email server settings not saving when doing it from CONTACT record - check PAYMENT RECEIPT payer field (needs _per_id after it) - invoice lines order not always being saved - PERSELECTOR - save user grid layout 1031 + Added TEXT NOTES feature to Visual Notes + Convert contact to Patient button added to Contact Editor * Staff.username is no longer a required field * On staff editor added optional message notifying that if there's NO username, the staff member can't log on * On staff editor added optional message for practitioners who have NO working hours * Printing now works for Visual Notes and Images in Clinical Notes form * Mouse-wheel handling improved on diary * Diary search form no longer hogs the screen * Can now double-click on diary search results to create an appointment * Clinical Summary now displays and orders custom columns correctly * Terminal Server optimizations * Appointment reminders can now (optionally) be sent out more than once - Launching a web page could have unexpected error if Firefox or IE need to update - Print Preview now saves custom headers/footers correctly - Diary Search 'between times' feature was working incorrectly 1032 + Added full STOCK CONTROL functionality + Added 'Summer' skin * Upgraded DevExpress components to 8.2.2 * Staff selectors now indicate logged on staff in green * Clinical Summary window now appears on top of other forms * Proxy settings now available for SMS and PostCodeAnywhere services * Quick Transaction screen now has right click menu for adding/deleting lines * Time Editors now accept keyboard input better * Date/Time edits now hide the time if it's 00:00 * Optimized some code in the diary to improve performance - The appointment notes field now gets populated when creating an appointment from the Waiting List - Disallowed users from undocking the Navigator on the Clinical Notes screen (was causing problems) - Deleting multiple invoices/credit notes from the main page wasn't working - Fixed the Radio buttons at the bottom of the PerSelector form 1033 * Updated DevExpress components to 8.2.3 * Print drop-down menus are now tiered with sub-menus (makes navigation easier when lots of reports) * New Report.Option directives : "SessionReport", "CaseReport", "FormReport=form_table_name" * On appointment right-click, changed 'Appointment Invoices' to 'Related Payments' and added new 'Related Payments' submenu (currently for Server Edition only) - Potential Extension Code validation problem fixed - 'Search All Clinics' option wasn't being saved on grid sub-screens - Corrected clash-checking behaviour for cancelled appointments - Fixed potential data entry problem allowing payments to be over-allocated - Stopped stock control messages from popping up when not necessary 1034 + Added the Stock Manager screen for entering stock adjustments + Added Patient/Contact Merging feature for duplicate Patients/Contacts + Added Types & Categories Merging feature (see right-click menu in Types & Categories Editor) + Added "Next/Prev Appointments" source option in patient grid + Added "Custom Fields" source option in patient grid * Upgraded DevExpress components to 8.2.4 * Patient code allocation option added to Database Settings screen * Added a Black Flag to the flag colours * Reports & Templates - After copying report, re-select the copy and make it visible * Staff Access Control enhanced with 25+ additional options * The STAMP NOTES right-click option is now available on all MEMO edit boxes * Word Processor can accept merge format modifiers in format e.g. - The 'All Clinics' checkbox on the Recycle Bin should be hidden and was causing an error - Unticking the 'All Clinics' checkbox on the Staff Members screen was causing a problem - On creating session notes the 'Which case?' was still showing even when turned off - The diary can now be printed in 20 minute intervals - Foreign currencies using ',' for decimal couldn't save payment allocation - Clinical Notes fixed 'gap between sessions' text on navigator 1035 [private release] 1036 * WorkTel added to patient info panel in diary - On the Patient grid, printing a letter from the right click menu can cause an error - Fixed Access Rights problem on SERVER edition 1037 + "User Session Manager" screen added (on the TOOLS menu) to manage user connections to the database + "Import Data" feature implemented (on the TOOLS menu) to import records into ClinicOffice * Upgraded DevExpress components to 8.2.6 * Added 'Locate in Diary' option from Appointment Grid in Patient/Contact editors * User access to Working Hours (on Staff Editor) can now be restricted * Quick Transaction screen now lets you change the appointment status * Visual Notes: Text, Circle, Cross & Circle/Cross Tools can all now be sized * Visual Notes: Inserted text is now centred on mouse position * TODAY's CLINIC: Performance enhancements plus ability to change appointment status from right-click * [Criteria] variable can now be used in Header/Footer when printing reports * Some more diary optimizations to improve diary performance * Documents/Files can now be stored as shortcuts in the database rather than compressing the whole file * Question about adding a default charge item to a new invoice can now be hidden * Fixed focusing issue when editors are first opened - Restricting Stock Control access right for individual staff member was causing a problem on Staff Editor - Diary zoom value was not being saved - Print previewing an unsaved chart wouldn't allow user to leave preview screen 1038 [private release] 1039 * In the Patient Selector, names can now be searched on using 'Lastname, Firstname' * Flag searching can be enabled on GRID REPORTs by use of "FlagSearchTable=" option - On PGSQL the invoice editor incorrectly disallowed staff from being null on the Invoice Editor - Clash checking sometimes incorrectly checked against cancelled appointments - Some CO2005 converted clinical attachments were not compressed - COv4 now handles them correctly - Removed -1's which were appearing in the Clinical Summary 1040 * Improved HELP integration with www.clinicofficeforum.co.uk * You can now enter a Visual Note name when attaching it * Proxy server authentication code added throughout for all internet access * Improved handling of scheduled rules when no computer is specified * REPORT and WORD PROCESSOR windows can now be minimized * Send Message window can now be minimized * Added a decimal place for all percentages and improved currency rounding for taxable items * RTF documents can now optionally be opened using the ClinicOffice Word Processor - Fixed problem relating to removing the top centre header on grid print previews 1041 - Fixed spurious error which cropped up before sending lots of SMS or email messages - Updated RSS feeds 1042 + Outlook Synchronization feature introduced (available from diary right-click menu) + New 'Active Patient' feature to make ClinicOffice more intuitive when working with the same patient * Consolidated all SETTINGS into single "ClinicOffice Settings" screen (see VIEW tab) * Added ability to mark ROOMS as inactive when they are no longer used * Removed stock levels & multiple clinics from Items screen for clarity (use STOCK MANAGER instead) * Improved Today's Clinic screen : now shows appt type and status colors + better right-click menu * Scroll bar now appears on Working Hours screen (helps smaller resolutions) * "Save Image" and "Copy To Clipboard" now available when right-clicking Clinical Images or Visual Notes * Ability to print Waiting List (on right-click menu) * Clinical Forms can now be marked as hidden (i.e. no longer in use) * Documents/Files area now has a drop down for adding document templates * Ability to turn on/off name and address capitalization (VIEW | ClinicOffice Settings | User Settings) * Quick Transaction screen now has a "Quick Print" feature to avoid using the PREVIEW screen - Tax Percent field not always saving correctly in Item Editor screen (PGSQL only) - Staff Category search field wasn't being mapped correctly in the search form - Fixed batch flagging of patient records from the Appointment Grid screen - Search window was sometimes sending report window to the back after clicking OK - Printing the diary in Weekview mode now correctly defaults to the currently selected staff or rooms - Adding a new field to a custom form could cause program to hang - Can't add a patient/contact lookup field to Form Designer - Postcode Anywhere lookup wasn't returning the COUNTY field - Edited Clinical Forms layouts weren't always being refreshed immediately - Fixed potention ID ambiguous error when printing 'FormReport=xxxx' reports from Clinical Notes screen - Loading a report-generated RTF file back into the WP Editor now loads original marginal settings 1043 [private release] 1044 + Complete Database Engine upgrade from DBISAM to ElevateDB + Database Manager screen implemented to manage multiple databases + ClinicOffice can now setup Folder File Sharing (PRO Edition only) * Task list can now printed (right-click menu) * Can now open documents for editing in the CLINCIAL NOTES tree like in documents * Improved handling of Multi-Clinic searching in database with more than one clinic * Preview field option added to all Grid Layouts + Grid Reports * Added TeamViewer link to HELP tab - After closing the QuickTransaction screen, the main form sometimes went behind other windows - Trial version Extension Codes not always being accepted - Merging patient records didn't remove corresponding 'custom_patient_fields' record 1045 + Ability to EDIT all grid sources for advanced grid customization (advanced users) - Grid Reports layout listbox was appearing behind other controls - On PGSQL some users were experiencing connection problems since 1044 - this has been fixed 1046 + Can now open/edit files and document attachments in the Clinical Notes screen * [PRO & STARTUP] Enhanced REPAIR DATABASE feature to fix orphaned records * [SERVER] Changed PGSQL connection protocols to increase stability on poor connections - [PRO & STARTUP] Fixed case records couldn't be deleted (introduced in 1044 new DB engine) - [PRO & STARTUP] Fixed allocation for deleted payments (introduced in 1044 new DB engine) - [PRO & STARTUP] Fixed ElevateDB Migrator to - Fixed flagged rule clauses in the Patient Contact Rule processor 1047 + Added ability to password protect individual patients records + Added 'Password Protect Patients' access right (ability to add passwords to patient records) + Added 'Restrict Patient Access' access right (practitioners can only view their own patients) + Backup reminder implemented (VIEW | CLINICOFFICE SETTINGS | DATABASE SETTINGS) + Diary Staff/Room selection presets can now be saved (right-click the staff/room list) + Diary Staff selection options added for selecting Working Staff + Visual Note Templates can now be managed from the main screen (see VIEW tab) * Improved automatic removal of dead sessions from LOGON database table * Added confirmation message on converting contact to patient * Increased storage length of all text fields in database * Todays Clinic 'Appointments By Time' mode can now show app summary by 1hr, 30, 20 or 15 mins * Edit boxes for fields are now limited to indicate maximum number of characters * Added a 'profit' column to the Items & Services database screen * Converting a contact -> patients now asks for confirmation * Allocation dates/times can now be manually changed in the Payment Editor and Credit Allocator * Quick Patient search now includes 'knownas' field * Implemented '@FIELDS:xxx' SQL variable to extract a fieldname list from a table e.g. "select @FIELDS:custom_patient_fields from custom_patient_fields" * Attaching Clinical Forms is now handled as a dropdown selection (better for low res screens) * ClinicOffice now (optionally) prompts the user for confirmation before exiting * Ctrl-F8 now launches TeamViewer Remote Support from most screens * In the Payment Editor ClinicOffice now remembers last used auto/manual allocation option - Using active patient feature to put patient in appointment editor wasn't showing flag alerts - Reports engine improved to include Master/Detail reports - Added DELETE appointment option to appointment grid on Patient Editor - Fixed problem opening some attached documents after a database was converted from CO2005 - Attached documents being 'opened for editing' weren't always being saved correctly back to the database - Margins weren't re-loading correct when opening a report-generated RTF file after the first time - 'More messages off screen' popup was incorrectly remaining visible - Diary now disallows users from setting appt status/type from right-click menu if they have restricted access - Opening a record from the Clinical Notes grid caused an error if a case had no sessions - Appointment based rules weren't generating letters correctly - SMS/Email merged dates no longer use "today" or "tomorrow" for clarity - Reminders sent by email and sms should only be marked "failed" if both methods failed (not just one) - Credit Notes now also appear PAID popup menu on Invoice Editor - Appointment reminders > 1 day with the "Bring forward" option weren't working correctly - Italian language windows no longer causes database problem due to different times delimiter - Add Documents drop down in Patient Editor not refreshing after creating a new letter - Alert flags now show in context depending on the TYPE of alert (i.e. clinical/admin) - Alert flags appearing behind Clinical Summary window 1048 + Command line switch added '/nomanagedb' removes the 'Manage Databases' option from the logon screen * Diary printing font sizes are now saved between sessions - Creating a new field and then immediately adding data wasn't saving correctly - Fixed issue with searching on date fields (introduced in last update) - Fixed database error message when running certain reports (introduced in last update) 1049 * The scanning module now uses TWAIN which should increase compatibility (esp with Vista) * New setting in Diary Options to show Flags & Alerts in the diary * Server Edition now handles server disconnections better and attempts automatic reconnection - Fixed a problem specific to Windows Vista 64-bit editions 1050 + NEW Patient Recall system + NEW Private Mode in diary (Press F7 or use diary right-click menu) * Memo fields can now be stamped at the TOP or BOTTOM (for descending or ascending) date order * Added extra warning when merging patients so that users understand the implications * Added 'Contact Rule Log' report * Added template 'Recall Reminder Letter' * Program Updater now detects other ClinicOffice v4 in Terminal Services * Can now import INVOICES (see TOOLS | IMPORT DATA) - Patient Editor : if only one contact lookup field is changed, change is not always saved - Fixed searching/filtering on TIME part of Date/Time fields in STARTUP and PRO Editions - Server Edition can now only backup/restore from the SERVER computer (this is a necessary change) - Print preview page headers were sometimes getting stuck and not updating correctly - Fixed issue with updating record timestamps which was affecting Outlook Sync 1051 * Six new reports introduced to replace old "Item Sales" reports * The "Invoice Recipient" field in the patient record is now separate from the "Insurance Company" meaning you can now have up to 3 invoice recipients for a patient (rather than 2 previously) * ClinicOffice now handles invalid emails better in the Patient Contact Rules - Fixed error was being shown when an appointment is booked later than a patient's next recall - Fixed problem creating a new database (affected TRIAL edition) 1052 + SCRIPTING MODULE implemented + Global Rooms implemented (a room can be assigned as global i.e. a member of every sub-clinic) * Added new SQL extensions : @ADDRESS_NOCOMPANY and @ADDRESS_NOPER * Form layouts are now automatically backed up and can be quickly restored * Added option for whether the Waiting List pops up after a cancellation (Diary Options) * Improved layout of Diary Options screen * Added ability to timestamp RECALL notes * Added printing ability to RULE PROCESSOR form - Fixed certain email/sms merge fields which weren't merging correctly - Fixed certain charts which were throwing an 'invalid argument' error message - Fixed problem with Recall Contact R*-ules sometimes throwing an error - Printing screens with weblinks sometimes displayed weblinks in white font 1053 + Purchase Orders implemented * Enhanced scripting events for better customization * Added a Spell Checker to all memo controls, via the right click menu (Spell checker setup is available from the VIEW | CLINICOFFICE SETTINGS screen) * Extended "Appointment Reminders" so they can be sent further in advance - Fixed minor issues When computer locale is set to 'English (Australian)' - Partial SMS credits (e.g. when you have 1.5 credits) weren't being handled properly - Double-clicking 'Remote Support' button (instead of single clicking) could popup an error 1054 + Added optional "/WIA" command line switch to enable Windows Image Acquisition (rather than TWAIN) * Sheduled Contact Rules can now be set for specific user accounts * Added small "Show All" button next to the SEARCH button aboe the data grids - Fixed "room" import mapping when importing appointment records from CSV - Fixed issue with all-day appointments not always showing if they span across months 1055 + You can now add CUSTOM FIELDS on the Staff Editor + Administrators can now override user settings (VIEW | CLINICOFFICE SETTINGS | GLOBAL SETTINGS) * Appointment diary performance improvements * Appointment diary OPTIONS now has new STAFF LOAD option which can improve performance * Multiple user logons can now be disabled (VIEW | CLINICOFFICE SETTINGS | GLOBAL SETTINGS) * Added a new "COPY FROM..." function on the Staff Working hours * Added a new Max Preview Lines to all the database grids & reports * Streamlined & simplified program update procedure (will take effect for future updates) 1056 * Improved TAX rounding - it's now easier to enter more decimal places in NET values * Added a context sensitive 'Calc NET from GROSS' button for customers who charge tax * Changed the grid export to Excel to export boolean fields as values (not checkbox images) * New Outlook Sync option to include/exclude cancelled appointments * Item list drop-downs (e.g. in Invoice Editor) can now show items listed by category * For Pro/Startup, new prompt to remove update file to reduce database backup size * Added 'COPY Accress Group' feature on Access Group Editor (see right click menu) * Added 'Select Working Staff (now)' option to the Diary staff selector (right click menu) * New option to set default new patient status (VIEW | CLINICOFFICE SETTINGS | GLOBAL SETTINGS) * New option to make passwords mandatory (VIEW | CLINICOFFICE SETTINGS | GLOBAL SETTINGS) - Fixed a program error which some customers were experiencing with Outlook Syncronization - If a report is already open and is re-launched, the existing report now updates correctly - Grid grouping summaries were not being saved when a grid layout was saved - Improved form layout restoring - Fixed a couple of issues with Copying/Pasting Working Hours in the Staff Editor - Sending a msg from Clinical Notes when a form is selected links the msg to the patient correctly