Optisoft Enterprise Release Notes

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Overview

Below is a list of Optisoft Enterprise versions and all the major changes and bug fixes contained within each release. For further information please call the support desk on 0345 230 3450.

Enterprise v7.18.1

  • Fix to include Over The Counter Sales on the Cashing Up, Weekly Summary and Yearly Summary reports.
  • Fix to prevent an error occurring when updating a Contact Lens Dispensing Scheme.
  • Fix to prevent an error occurring when setting the Contact Lens Dispensing letter template.

Enterprise v7.17.0

  • Fix in Spectacle Dispensing to ensure the correct values are submitted when electronically ordering a SV Intermediate pair of spectacles.
  • Fix in Spectacle Dispensing to ensure the correct values are printed when creating a SV Intermediate pair of spectacles.
  • Correction to English and Welsh GOS 6 Forms.
  • Update to the installer to ensure all Welsh GOS forms are installed by default.

Enterprise v7.16.0

  • New facility added to allow the Electronic Submission of Scottish GOS 1 Forms.
  • Update to the design layout for Scottish GOS 2 Form.
  • Update to all Appointment and Stock Reports, to a more modern architecture.
  • Installer improvements.

Enterprise v7.15.1

  • Fix for the Appointment Booked Report.

Enterprise v7.15.0

  • Patient Prescription now loads a new form, to avoid the user overwriting historical Rx's.
  • Introduction of Universal Credit Analysis Code for Scottish GOS Forms.
  • New GOS 3 + 4 Scottish GOS Forms.
  • Performers Name and List Number to be automatically populated on all GOS Forms.
  • Add the ability to prevent the Patient's Rx from automatically populating the GOS forms, if required.
  • Add the ability to have the Contractor Name automatically populate the GOS forms instead of Branch Name, if required.
  • Fix for the Batch Printing of GOS forms when choosing the 'Front then Backs' option.
  • Fix for OptiPost where documents were being overwritten if Recall Runs were being performed too quickly.
  • Change for Cash Report Security to prevent the user having to keep constantly logging in, after closing a report.
  • Fix for the VAT Category Report, where All Zeros where not being shown.
  • Numerous changes to reintroduce the Intermediate Rx into all necessary areas of the software.
  • Numerous changes to increase the range of available EDI catalogues.
  • Numerous changes to improve the stability and functionality of EDI Lens Ordering throughout the dispensing process.
  • Fix in Spectacle Dispensing to calculate the Blank Sizes of Bifocal Lenses correctly.
  • Fix in Spectacle Dispensing where an error was occurring when trying to dispense Lenses with Macros into Separate Eyes.
  • Update to the available Standard Shapes in Spectacle Dispensing.

Enterprise v7.14.0

  • Fix to prevent blank emails from being sent.
  • Fix to ensure the email disclaimer loaded correctly.

Enterprise v7.13.0

  • Fix an issue where the Email Header was not being centered correctly on mobile devices.

Enterprise v7.12.0

  • Fixed for receipt printing, where is printing 2 copies, the same printer is used.

Enterprise v7.11.0

  • Fix for an error caused by deselecting options in the EGOS Submissions Filters
  • Fix for batch printing GOS Forms to an Epson BX630FW printer.

Enterprise v7.10.0

  • Tab order correctly in Voucher Maintenance.
  • Fix to enable the Print Icon after selecting a Patient Record via the Duplicate Check feature.
  • Fix to save the GP against the Patient Record, when in Surgery mode.
  • Bug fixed where the wrong patient details would be printed onto a Standard Form/Letter.
  • Addition of a setting that allows enclosures only to be sent with a Recall Email.
  • Change to allow multiple selection when Suppressing Recall Letters on the History Tab.
  • Fix in SMS settings where one control was incorrectly changing another controls value.
  • Fix to an error in Report Generator when searching using GP information.
  • Fix to the Optical Dispensing History report to ensure using historical data.
  • Change in Appointment 7 Day view, to clarify the functionality of the 'All Opticians' option. Changed to 'All Appointments' to signify an overview of all appointments in the date range, rather than optician availability.
  • Fix for multiple dispenses for the same patient not appearing in Find Dispense in Cash module.
  • Bug fix to apply Frame Supplementary Charges when selected in the Cash Module.
  • Change to allow Lens Extras pass into the Cash Module.
  • Fix for the wrong price being display on lenses, when dispensing for separate eyes.
  • Fix so Near Prisms are used when using near distance in Spectacle Dispensing.
  • Fix for the Order Status 'Received', in CL Dispensing.

Enterprise v7.9.0

  • Slight alteration for the new addition of Separately Disclosed Charges (SDC) in the Cash Module.

Enterprise v7.8.0

  • Addition of Separately Disclosed Charges (SDC) into the Cash Module.

Enterprise v7.7.0

  • Fix to an error caused by missing Prism Values in GOS Forms.
  • Size alteration not some of the Welsh GOS Forms.
  • An Order Tracking Icon added into the toolbar in the Patients Module for easier access.
  • Fix to address the loading of Appointment Templates in the 7 Day View.
  • Change to allow Appointments to remember the last Optician selected when leaving the module.

Enterprise v7.6.0

  • Addition of a Recall Telephone List into the Recall Module.
  • Bug fix to address the correct calculation of VAT when performing a refund.
  • Change to increase the length of a Lens Macro Name.

Enterprise v7.5.0

  • Fix to the GP field in the Patient Module, causing a Save popup to appear.
  • Addition of 3 new reports into the Cash Module. Cashing Up, Weekly Summary and Yearly Summary Reports.

Enterprise v7.4.0

  • Fix to the Scroll Bar on the Documents Tab in the Patient Module.

Enterprise v7.3.0

  • Added the ability to export the Dispensing Optical History Report.
  • Bug fix to allow you to change the selected GP to one with the same name, but a different practice.
  • Fix for passing only one prism through into the GOS Forms.
  • Fix to stop a recall showing as being suppressed by appointment, when that appointment time has already passed.
  • Fix to stop a blank page from being sent through into OptiPost, when a Recall Enclosure is present.
  • Added the ability to edit a Single Instance or a Sequence of Note/Recurrences in Appointments Module.
  • Addition of Practice Name and Town to the Patient Transaction and VAT Category reports.
  • Change to allow only one coat be selected in Spectacle Dispensing.
  • Addition of Supplier Code on the Stock Take and the Stock Value report.

Enterprise v7.2.1

  • Bug fix for selecting a Blank Tray when printing GOS Forms.
  • Alteration to the English GOS3 form, to allow a 6 digit number to be added in the Rx Fields.
  • Numerous changes to the Scottish GOS Forms.

Enterprise v7.2.0

  • A link to Remote Support, under the Help Menu, has been added.
  • Issue resolved with recall.dat file asking to be saved as recall.doc.
  • Patient Mobile Number added to the Recall Patients Details Tab.
  • A solution to try and address the calling of Patients and easily then booking them an Appointment, before the printing of their Recall Letters, has been added to the software.
  • Added to ability to still Print Preview the Dispensing Template, after the dispense has changed into an order.
  • Issue with the Lens Extras tripling in price has been resolved in the Spectacle Dispensing Module.
  • Fix to resolve the wrong Prescription being used when dispensing Near SV lenses.
  • Change to stop the Ordering Template from automatically being printed out when updating a Dispense's status to Sent.
  • Removal of the 'Send Order to Supplier' icon in Spectacle Dispensing, as it is no longer required.
  • Allow Order Tracking to sort orders via the patients name, not their title.

Enterprise v7.1.0

  • Daily Taking Report added to the Cash Module.
  • Fix to make the Discounts Report work.

Enterprise v7.0.25

  • Numerous coding changes to speed up the whole Recall Run process.
  • Change to allow Recall Exporting to still send Recall Emails.
  • Fix to allow Recall SMS's to be sent.
  • Fix on the Scottish GOS 3 Form for Near Rx Axis Values.
  • Fix on the Irish GOS 2 Form for Prism values.
  • Addition of a Batch number for eGOS Submissions.
  • Update to the Trace File format in Spectacle Dispensing.

Enterprise v7.0.24

  • Overhaul of the entire system to work with .docx format instead of .doc to fall inline with Microsoft Word 2013
  • Correction of a spelling error in the Email SMS installer.
  • Fix applied to the Appointment Module to allow the day to start earlier than 9:00AM.
  • Speed Improvements to the Stock Module when loading the list of Stock Items.

Enterprise v7.0.23

  • Fix for Plano Sphere values and 7 digit GOC numbers on the Scottish GOS 3 Form.
  • Speed Improvements to the Stock Module when loading the list of Stock Items.

Enterprise v7.0.22

  • Change made to force the user to select a Frames's Colour & Size to guarantee that stock levels are kept accurate.
  • Added ability to electronically submit Welsh GOS 1 & 3 forms.

Enterprise v7.0.21

  • Issue with the calendar control on the GOS 1 form whilst running Windows XP, has been resolved.
  • Added ability to print to different trays when printing GOS forms.
  • Issue with the batch printing of GOS forms retaining incorrect data has been resolved.
  • Removal of Email SMS Tracking as this is no longer required.
  • Fix for Over The Counter transactions when Cash Transaction Security is active.
  • Fix to restore the Voucher tick box in Payment Category maintenance.

Enterprise v7.0.20

  • Change the Help link to point at the new Online Help, rather than the old legacy Help Files.
  • Fix for the loading of Frame Maintenance, specifically on Windows Server PC's.
  • Fix to allow the Duplex printing of GOS Forms.
  • Fix for the Welsh GOS 1 and 3 Files
  • Alteration made to stop Recall Emails being sent through into OptiPost.
  • Fix for ordering Patient records via Date of Birth in the search window.
  • Measures taken to ensure Transactions are not missed, with regards to VAT, when using Cash Accounting.
  • Fix introduced to correct an issue when discounting items of more than 1 quantity, when using Cash Accounting.
  • Fix to allow the Voucher report to view data from the dates selected, not solely from the dates in between.
  • Fix to stop Spectacle Dispensing defaulting to the most recent Rx when saving a Dispense.
  • Fix for zero valued dispenses causing an error when brought through into the Cash Module.

Enterprise v7.0.19

  • Changes to the order of the Maintenance Menus
  • Fax number moved from GP Maintenance to Surgery Maintenance.
  • Change to Frame maintenance to address a column spacing issue on the Size, Bridge and Length fields.
  • Change to Contact Lens Solution maintenance to allow the correct Cash Categories to be shown.
  • A new feature to allow the Batch Printing of GOS forms added.
  • Issue resolved to stop the Recall module from changing the Default Printer of the PC.
  • Fix for an issue where the BVD merge field was printing '0' when left blank.
  • Fix for an issue where Note/Recurrences where not being saved in the Appointment module.
  • Issue where an Appointment SMS Reminder for a moved appointment was not being generated has been resolved.
  • A new feature to add a Built In List into Frame Maintenance that lists the Last 20 Frames entered.
  • Fix to stop users incorrectly being able to change the price of items, simply by typing into text fields, added to Spectacle Dispensing.
  • A new feature to allow the user to Copy a frame, added into Frame Maintenance.

Enterprise v7.0.18

  • Issues regarding Scroll Bar controls on a 64bit PC within the Patient Module has been resolved.
  • New Feature introducing OptiPost into Optisoft Enterprise.
  • Changes to the English GOS3 Form where dates were being changed uniformly.
  • Numerous corrections to the Scottish GOS Forms.
  • Change to unlock the Appointment Demographic Tab regardless of appointment status.
  • Alteration to the VAT Category and the VAT report to show the correct VAT amounts.
  • Fix to the printing of Account Balance on receipts when a patient record is not present.
  • Fix to the date being recorded in American format, against reconciled vouchers.

Enterprise v7.0.17

  • A Data Integrity check has been added to the software to try and eliminate major corruption issues with the database, which may go unnoticed.
  • Fix to the saving of an Email Header in Email/SMS Maintenance.
  • Fix to the saving of a GP record into the database where the wrong popup message was bring displayed.
  • Change to remove the enforcement of selection an Ophthalmic Optician or Dispensing Optician on a Staff Record.
  • Update to Branch Maintenance to help populate GOS Froms.
  • Update to Staff Maintenance to help populate GOS Froms.
  • Fix in Recall Category Maintenance that prevented the user from exiting the screen.
  • Fix for an error occurring when Optisoft Enterprise is starting has been resolved.
  • Fix for an error occurring when deleting a transaction whilst running Invoice Accounting in the Cash module.
  • Numerous fixes to resolve issues in Markup Schemes Maintenance.
  • Fix in Suppliers Maintenance to order the results on Name rather than Short Name.
  • Change to Frame Maintenance with the introduction of a Markup Calculator.
  • Change in the Patients Module to automatically update the Salutation field if appropriate to do so.
  • Change in the Patients Module to automatically save any printed GOS forms to the Documents tab.
  • Fix to prevent an error occuring when deleting an SMS message from the Patient Documents tab.
  • Change to the amount of data loaded when finding a Patient record, to try and improve the responsiveness of the software.
  • Numerous bug fixes to the GOS Forms application.
  • Numerous cosmetic changes to the Report Generator to improve its ease of use.
  • Fix in the Cash Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
  • Correction to the calculations made on the VAT Category and VAT reports in the Cash Module.
  • Fix in the Stock Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
  • Alteration to Default Coats. Their price will no longer be set to zero when applied to a lens.
  • Numerous bug fixes to the EDI process in the Spectacle Dispensing Module.

Enterprise v7.0.16

  • Improvements to the log files have been made, to assist the Support Desk where necessary.
  • Fix for Scroll Bars in Frame Maintenance.
  • Spelling correction in Prism Maintenance.
  • Fix for a error caused by opening a scanned document on a workstation PC.
  • Addition for electronically processing English GOS3 forms.
  • Numerous changed to the GOS Forms application.
  • Fix when exporting Recall Information where comma's may be present in the Patients Address.
  • Fix to allow Recall exporting from a workstation PC.
  • Email Disclaimer will now only be added onto every new email.
  • Fix to allow the user to create Documents on 64bit PCs.
  • Fix to allow Items and Payments to be deleted from a Transaction in Cash Module.
  • Change to show Zero Payment Categories on the Patient Transaction Report.
  • Change to allow the VAT Category report to be run via Session ID.
  • Numerous bug fixes to prevent Lenses not showing in Spectacle Dispensing.
  • Numerous enhancements to the EDI ordering process in Spectacle Dispensing.

Enterprise v7.0.15

  • Change to correctly calculate the Last Visit date of a Patient Record, based on the available modules.
  • Change to correctly calculate the Next Visit date of a Patient Record, based on the first Recall Band date.
  • Alteration to the Delete popup, when deleting a Patient Record, to make it more prominent.
  • A list of Patient Record currently on a specific Recall Category, has been added to aid in the deletion of Recall Categories.
  • A fix for closing down Microsoft Word, when performing a mail merge through the Report Generator has been added.
  • Numerous fixes addressing the speed of the Report Generator.
  • A fix to the Find Next Appointment procedure in the Appointments Module to exclude Note/Recurrences in its search.
  • Major overhaul of the Change Procedure in the Cash Module.
  • Major overhaul of the Refund Procedure in the Cash Module.
  • Major overhaul of the Voucher Reconciliation Procedure in the Cash Module.
  • Numerous changes to improve the general processing of Dispenses in the Spectacle Dispensing Module.
  • Numerous changes to enhance the EDI ordering Process.

Enterprise v7.0.14

  • Change to the maximum length of a Lens Name in Lenses Maintenance.
  • Introduction of National Insurance and NHS Number Validation on the Patient Record.
  • Scanning enhancements for Windows XP and Windows 7.
  • Issue involving the Sort Order on the History Tab in the Recall Module has been resolved.
  • Issue involving the Sort Order in Find Dispense in the Cash Module has been resolved.
  • Fix for the date displayed on the main screen in the Cash Module.
  • Fix for an error caused when processing multiple dispenses for the same Patient Record in Spectacle Dispensing.

Enterprise v7.0.13

  • Check to correct historical VAT issues implemented.
  • Fix for an error caused when closing the software.
  • Utility that checks the integrity of the database, in an attempt to prevent major issues occurring, has been implemented.
  • General error with the GOS Form application has been resolved.
  • Fix to prevent the Recall module from crashing, when processing Recall Letters for Patients that have a deleted Optometrists record attached to them.
  • Changes made to allow Workstation PCs to copy Patient Documents to a local location to try and prevent issues with locked documents.
  • Fix to stop deleted Payment Categories from showing in Voucher Maintenance.
  • Fix to address an issue when scanning a product into the Cash Module and it's retail price not being displayed.
  • Fix to address an issue with the Payment menu reappearing after clicking on the Cancel button.
  • Change to make all prices in the Cash Module display as 2 decimal places.
  • Numerous bug fixes to the Cash Module to improve stability.
  • New feature to allow users to apply a Discount to an already completed transaction in the Cash Module.
  • Change to allow multiple refunds on a single transaction in the Cash Module.

Enterprise v7.0.12

  • 64 bit integration for all Optisoft Software
  • Change to the installer to stop it from installing the server version of the software, on a workstation PC.
  • Change to get Patient Documents to open in front of the main software instead of behind it.
  • Numerous GOS Forms enhancements
  • Addition of a multi-selection feature when selecting Patient Recalls on the History Tab in the Recall Module.
  • Fix to resolve an error on the Patients Tab in the Recall Module, causing the software to crash.
  • Fix to stop automatic SMS Recalls from being send out when the Patient has responded to their original Recall.
  • Addition of a Default Image program for opening images from the Patient Documents Tab.
  • Change to get Templates to open in front of the main software instead of behind it when editing in the Form Designer.
  • Fix to stop an error from occurring when clicking Delete in the Form Designer.
  • Fix to stop an error occurring in the Report Generator when performing a mail merge.
  • Fix to stop the Payment Menu from appearing twice when trying to pay off an outstanding balance.
  • Fix to make the correct Refund amount pass through into the Refund Screen.
  • Addition of a multi-selection feature when selecting Dispenses in the Cash Module.
  • Fix to allow the Patient Transaction Report to run via Session ID.
  • Fix to clear the Session ID once the Patient Transaction Report has been closed.
  • Addition of a new Detailed Payment breakdown on the Patient Transaction Report.
  • Fix to an error caused when processing an Order without a Supplier.
  • Fix to Custom Statuses to make them more consistent throughout the software.
  • Fix to stop Vertical Prism Base's from being excluded on the Spectacle Dispensing print outs.

Enterprise v7.0.11

  • Fix to stop the software from allowing Lens Macros having a blank name.
  • Addition of a Copy function into Markup Schemes.
  • Spelling correction on Incoming Call Popup in the Patient Module.
  • Addition of Lens Retail Prices coming through into the Cash Module.
  • Change to allow the software to handle identical dispenses in the Cash Module.
  • Fix to address a known procedure that can Bypass the Security layer in the Cash Module.
  • Fix to stop the Category Sales Report from showing Hidden Transactions.
  • Numerous changed to the Spectacle Dispensing Module to try and streamline the whole process.
  • Fix to try and speed up the loading times within the Stock Module.

Enterprise v7.0.10

  • Addition of a separate application to deal solely with GOS Forms.
  • Alteration to the KPI report to pick up the local currency symbol.
  • Fix for the Send to Optomnotes button in the Patient Module being Enabled at the wrong time.
  • Fix to resolve numerous errors with the Patient Photo feature.
  • Fix to Note/Recurrences forgetting their End Time in the Appointment Module.
  • Fix to resolve numerous issues with the Appointments Source Report.
  • Numerous enhancements to the Spectacle Dispensing module, designed to streamline the whole process.

Enterprise v7.0.9

  • Change to prevent the editing of EDI Lens Macros and Questions.
  • Change to stop Microsoft Word from losing focus when printing Patient Standard Letters.
  • Move and renaming of the Insert Tab in Recall Enclosure Maintenance.
  • Addition of a toggle setting in Supplier Maintenance to turn On/Off/Partial EDI Ordering.
  • Addition of a Password Field into Supplier Maintenance.
  • Fix to prevent the user changing the Name of a Staff Member causing a mismatch of data from other areas of the software.
  • Fix to prevent duplicate Lens Macro Names.
  • Addition of Lens Values into the Cash Module.
  • Fix to prevent deleted Staff Members from appearing on the Recall Letters.
  • Fix to the BCC facility in Email.
  • Fix to Email/SMS Tracking.
  • Fix to the Recall Module following the release of numerous Microsoft Windows Updates.
  • Change to allow the Vision, VA and NVA values to be customised per database.
  • Fix to stop the Save and Delete icons from being available at the wrong time in Patients Lifestyle Code Maintenance.
  • Fix to prevent the software automatically selecting the first available code, when entering Patient Lifestyle Code Maintenance.
  • Addition of BVD as a merge code in Form Designer.
  • Ability to run the Outstanding Vouchers Report in groups of vouchers, rather than just via date.
  • Change to simplify the Operators used in the Report Generator.
  • Alteration to the Appointments reports to exclude Staff Members not listed for available appointments.
  • Restriction for the Vouchers Maintenance menu for Cash systems only.
  • Addition of Appointment Day merge code for use with Appointment Cards.
  • Fix to enable the scanning of Miscellaneous Items into the Stock Module.
  • Correction to the Collected Date format in Order Tracking.
  • Addition of a setting that allows the user to determine whether the Email Header is included on Adhoc, Recall and Appointment Emails.
  • Alteration to the Sell and Pay interfaces in the Cash Module.
  • Fix for an error caused when Finding a Dispense in the Cash Module.
  • Change to remove the hard coding of the VAT rate in the Cash Module.
  • Numerous changes to Lens Catalogues to help stabilise their use within the software.

Enterprise v7.0.8

  • Fix to make the GP and Surgery Build In List search in the Patient module.
  • Enforce the selection of Colour and Size when selling a Frame through the Cash module.

Enterprise v7.0.7

  • Fix to and error causes by clicking the Padlock buttons in Frame Maintenance.
  • Fix to ensure Patients Date Of Birth is formatted correctly.
  • Removal of the Search Facility in Product Category Groups Maintenance, as it is not longer required.
  • Fix in Contact Lens Solution Maintenance to allow for 13 digit bar codes.
  • Change to prevent the changing of Recall Category Names, if such category is already assigned to a Patient Record.
  • Change to prevent the user from changing a Recall Category Band Value whilst the category is already assigned to a Patient Record.
  • Numerous changes to the search facility in the Cash Module.
  • Addition of EDI Lens Catalogues into Spectacle Dispensing.
  • Fix to prevent DPD values from not printing on the Ordering Templates.

Enterprise v7.0.6

  • Fix to the Default STD Code in Patient Settings, that prevents the user from adding too many digits.
  • Numerous fixes to the GP Maintenance procedure.
  • Fix to the Comments Field in Patient Rx screen, that prevents the user from adding too many characters.
  • Fix to the VA Fields in Patient Rx screen, that prevents the user from adding too many characters.
  • Fix to the Recall Category Months field in Recall Category Maintenance, that prevents the user from adding too many digits.
  • Fix to prevent the data loss of the Surgery field when saving a Patient Record.
  • Fix to the Email Field in Patient Module, that prevents the user from adding too many characters.
  • Fix to the Discount procedure in the Cash Module to allow for Null values.
  • Change to correct errors on the VAT Category Report.
  • Numerous bug fixes in the CL Dispensing Module with regards to blank entries in text fields.

Enterprise v7.0.5

  • Active Patient Default Clear Period set to 1 day on all new databases.