Voyager

Release 2.5

February 2016

New Features

This release contains the following new features which will be covered in more detail in sections below: 1) Email From Debtors 2) HCP Additions 3) Centaur Order Improvements 4) Sell at Cost 5) Compliance Reminders 6) Cremation / Card Lists

View 2.5 Initial Release

Card List

Card list :: A card list has been added. This new feature is accessible via day lists. Surgeons can be marked as surgeon type card. Patients can be sent to the card list via the treatment module. This list follows from the card creation date to when the card has been sent out


Centaur Tote Scan All

Centaur Tote Scan All :: A new feature has been added to wholesale ordering for Centaur which allows the user to scan an entire tote order without manually entering the items first. The order is automatically created via the tote and the relevant items are received 

Compliance Reminders

Compliance Reminders :: Compliance Reminders allows the practice to keep in better contact with clients and assisting them in keeping compliant with the application of medication such as wormers and flea treatment

Cremation List

Cremation list :: A cremation list has been added. This new feature is accessible via day lists. Surgeons can be marked as surgeon type cremation. Patients can be sent to the cremation list via the treatment module. This list follows from the date of euthanasia, remains being sent, ashes being returned, the owner being informed and the owner collection the ashes.


Email from Debtors

Email from debtors :: The ability to email statements & invoices directly from the debtor’s module has now been implemented as a new feature. This allows the user to select a template for the emails main body. A window then displays including all debtors with valid email addresses. The user can select or de-select specific records. There is also an option to print letters or statements/invoices for all records without valid email addresses. 

Health Care Module

Health Care Module :: A health care module has now been added to Voyager. This allows the user to add/edit/delete health care plans, manage administrative capabilities from within Voyager, use the new HCP group method to treat HCP items, set the number available for discount and keep track of the HCP balance. Please see our new features release documentation for additional details


Health Care Plan Accounts

HCP Accounts added to accounts module :: All accounting relating to the health care module has now been added to the main accounts module. HCP payments, write offs, statements, return money, end plan & reverse end plan can all be processed within this new module. HCP icon displays a green background when a client with a HCP patient has been selected.


Sell at Cost

Sell at cost :: A new feature ‘sell at cost’ has now been added to Voyager. This additional tick box functionality within code entry allows practices to sell items at cost value, excluding any mark ups or price deviations. To associate the sell at cost with a client, a tick box has been added to the client additional info. Once both tick functionalities have been selected, the item will sell at cost value. Please read the new feature documentation for additional information


 

2.5 Initial Release

Accounts

  • Null pointer exception   (844) 
    A null pointer exception that occurred when navigating to accounts via various separate modules has now been resolved
  • Monetary refund after overpayment   (792) 
    An issue relating to refund values after an overpayment on account has now been resolved
  • Return money negative balance exception   (840) 
    An issue relating to an exception which occurred when money was returned for an account with a negative balance has now been resolved
  • Deleting item relating to associated client exception   (1138) 
    An issue relating to an exception when deleting account items shared between associated clients set in patient details has now been resolved
  • Statements exception   (1472) 
    An exception when printing statements from accounts has now been resolved
  • Associated discount/credit total selection value   (869) 
    An issue relating to the calculation of accounts discount value including pre-existing discount amounts against the treatment has now been resolved
  • Multiple advanced payments & accounts payment allocation grid   (1398) 
    An issue relating to processing multiple advanced payments before deleting the records which subsequently left an item in the allocations grid has now been resolved
  • Return money for negative balance retaining account balance   (700) 
    An issue relating to return money for negative balance leaving the account in credit has now been resolved
  • Item has been paid alert for low percentage discounted items   (1163) 
    An issue relating to the alert ‘this item has been paid. Do you wish to proceed with the discount?’ not displaying when account items were discounted by a low percentage value has now been resolved
  • Selecting & de-selecting within surcharge grid   (836) 
    An issue relating to selected total values zeroing when selecting and de-selecting items within the surcharge grid has now been resolved
  • Monetary values exceeding 999.99   (1502) 
    An issue relating to an exception which occurred when adding a financial value into the monetary tabs exceeding 999.99 has now been resolved
  • Write off date deletion null pointer exception   (1414) 
    An issue relating to the deletion of the date within the write off window causing a null pointer exception has now been resolved
  • Surcharge reversal icon   (1164) 
    An issue relating to surcharge reversals displaying as discount lines within the accounts grid has now been resolved
  • Re-allocation or allocation removal before accounting period   (1233) 
    An issue relating to the ability to re-allocate payments or remove payment allocation before the set accounting period has now been resolved. These actions are now restricted
  • Order of allocation not adhered   (887) 
    An issue relating to the order of allocation not being adhered to has now been resolved Set value to pay will follow the order of the associated allocation assignment
  • Credit refund line item remains after item deletion   (1522) 
    An issue relating to the credit refund line remaining within the accounts list when a refunded item is deleted from the grid has now been resolved
  • Monetary discount & surcharge allocation   (1720) 
    An issue relating to adding a monetary discount followed by a surcharge causing allocation issues has now been resolved
  • Allocation from negative balance with discount removed   (1731) 
    An issue with allocation caused by discount items being removed following a return money for a negative balance has now been resolved

Archive

  • Print exception   (1734) 
    An exception which occurred when printing treatment module archive history has now been resolved

Associated Clients

  • Reception clipper exception   (1142) 
    An exception which occurred when adding a patient assigned to an associated client has now been resolved
  • Equal share of invoice percentage   (1144) 
    An issue relating to rounding issues for treatments added for a patient assigned to associated clients with an equal invoice share percentage has now been resolved
  • Add to clipper exception from associated client’s module   (1139) 
    An exception that occurred when adding a patient to the clipper via the button located in the associated client’s module, has now been resolved
  • Treatment area access   (1141) 
    An issue relating to the inability to access the treatments module via the associated client’s module has now been resolved

Charity

  • Charity net inclusive of VAT   (348) 
    An issue relating to charity payments being inclusive of the VAT amount has now been resolved

Client

  • Last visited date   (1013) 
    An issue relating to the client last visited date not updating upon arrival of an appointment has now been resolved
  • Do not send text tick box   (1118) 
    An issue relating to the tick box ‘do not send text’ located within client additional info restricting reminder emails from being sent out has now been resolved
  • Add patient to deleted client   (1069) 
    An issue relating to the ability to add a new patient to a deleted client has now been resolved

Clinical Note

  • Date field locking   (1282) 
    An issue relating to the date field locking has now been resolved. The clinical note date field adheres to the accounting period

Code Entry

  • Duplicate treatment lines added   (1247) 
    An issue relating to specific treatment items duplicating upon addition to the treatment draft has now been resolved
  • Overwrite price for track main site   (1014) 
    An issue relating to branch site overwrite price items not adhering to the track main site overwrite price has now been resolved
  • Reminder options negative values   (1344) 
    An issue relating to the reminder field within code entry allowing negative values has now been resolved
  • Price deviation   (1205) 
    An issue relating to branch site net price deviation not rounding from the gross price has now been resolved
  • Assigned template deletion exception   (1284) 
    An issue relating to an exception which occurred when attempting to delete a template assigned to a code entry item has now been resolved. An alert displays stating that the template is assigned & if the user would like to delete the template and subsequently remove it from the associated treatment item
  • Lock out time exceeded SQL exception   (1168) 
    An exception error which occurred when editing several items continuously has now been resolved

Consent

  • Current balance merge field   (1137) 
    An issue relating to the current balance merge field not displaying the relevant data has now been resolved

Counter Sales

  • Null exception   (1362) 
    A null exception which occurred when opening and closing the refund window within counter sales has now been resolved

Day list

  • Repeat prescription refresh   (1001) 
    An issue relating to the repeat prescription day list not automatically refreshing when new data is saved has now been resolved

Debtors

  • Insurance breakdown data   (1027) 
    Maintenance has been completed for data gathering relating to insurance breakdown reports within the debtor’s module
  • Export to CSV   (798) 
    An issue relating to the debtors grid exported to CSV showing the relevant period values rather than the grid data has now been resolved
  • Duplicate client records   (1007) 
    An issue relating to specific data duplicating with the debtor’s grid has now been resolved
  • Print debt level   (1409) 
    An issue relating to the print debt level value field within client additional info not restricting debtor’s data has now been resolved
  • Aged debtors   (1456) 
    An issue relating to aged debt values for all sites has now been resolved
  • Account category   (1420) 
    An issue relating to the account category field excluding rather than including the relevant account category data has now been resolved
  • Statements & Invoicing null   (1704) 
    An issue relating to a null exception occurring when printing specific invoice types has now been resolved

Defaults

  • All sites default saving   (725) 
    An issue relating to a singular default change with sites set to all replacing every default for the logged in site has now been resolved
  • All sites exception   (726) 
    An issue relating to saving a default change for all sites causing a EJB exception has now been resolved
  • Label defaults moved   (1498) 
    The following defaults have been moved to the labelling default tab ‘Print batches on labels’ from the treatment module, ‘Add patient ID to patient label’ from the reception module & ‘label commence from date’ has also been moved from the treatment module

Diary

  • Surgeon view all sites (read only)   (649) 
    A null pointer exception which occurred when navigating to the surgeon view all sites (read only) tab in diary has now been resolved
  • Refresh sends user to the top   (1032) 
    An issue relating to users focus within the diary module being refreshed to the top of the diary when a separate action was performed by another user has now been resolved
  • Default ‘Send SMS appointment to mobile device’   (1190) 
    An issue relating to an exception occurring within appointments when default ‘Send SMS appointment to mobile device’ was turned on has now been resolved
  • Internal stable   (1335) 
    An issue relating to internal stable details being removed when an appointment was cut & paste to a separate appointment slot has now been resolved
  • Day note   (1127) 
    An issue relating to deleted day notes remaining in the day note diary field has now been resolved
  • In treatment display   (873) 
    An issue relating to appointments being marked as in treatment despite having no active users in the treatment area for the relevant patient has now been resolved

Discounts

  • Monthly discounts via finance   (1476) 
    An issue relating to any account with turnover values displaying within the monthly discounts module has now been resolved
  • Monthly discount decimal calculation   (1128) 
    An issue relating to decimal rounding within the monthly discount module has now been resolved
  • Applying monthly discounts whilst processing overpayment   (1644) 
    A dual user performance issue which occurred whilst applying monthly discounts and adding an overpayment via the payments module has now been resolved

Document Management

  • Attach multiple documents   (1173) 
    An issue relating to multiple clicks of the attach button causing duplicate documents to appear on a patient’s history has now been resolved
  • Null exception   (1725) 
    An issue relating to a null exception occurring when deleting a template with the original document still open has now been resolved

Early Settlement Discount

  • Select date   (1293) 
    An issue relating to the inability to select a date from the calendar has now been resolved

General

  • Delete payment method   (1412) 
    An issue relating to deleted payment methods still being applied in the payments grid has now been resolved

Health Care Plan

  • Species   (1207) 
    An issue relating to health care plans requiring a species has now been resolved. All plans will be available to a non-specified species patient
  • Health care plan discount quantity   (1112) 
    An issue relating to quantity of discount reflecting the treatment quantity, rather than the number allowed discount quantity has been resolved

HL7

  • HL7 result file checker   (374) 
    The HL7 file checker has been replaced by the latest Voyager lab windows service to resolve issues with file locking errors

Hospital List

  • Show discharged tool tip   (1208) 
    The tool top relating to the show discharged tick box has now been removed.
  • Right click receipt   (1348) 
    A cosmetic issue relating to the payments right click option being labelled as receipts has now been rectified
  • All sites hospital memo exception   (1693) 
    An issue relating to an exception occurring when adding a hospital memo with sites set to all has now been resolved

Internal Messaging

  • Multiple recipients display   (545) 
    An issue relating to a display issue when sending an internal message to multiple recipients has now been resolved
  • Mark as read   (1090) 
    An issue relating to newly received internal messages automatically being marked as read upon first navigation to the module has now been resolved

Invoicing

  • Create monthly invoices pre invoice exception   (1192) 
    An exception which occurred when invoicing pre invoice items from the create monthly invoices module has now been resolved
  • Exception in debtors & treatment modules   (1675) 
    An exception which occurred when printing invoices from the debtor’s module & treatment area has now been resolved

Labs External

  • General lab print exception   (1291) 
    An issue relating to an exception which occurred when printing from the general lab module has now been resolved
  • General lab navigation system performance   (914) 
    An issue relating to navigating from the general lab module to various other modules causing system performance issues has now been resolved
  • External lab results colouring   (1250) 
    An issue relating to external lab results not displaying in their relevant blue and red colouring has now been resolved

Labs Internal

  • Export to excel   (1352) 
    An issue relating to export to excel via the analyser has now been resolved

Libraries

  • Treatment areas exception   (1733) 
    An exception which occurred whilst removing treatment areas from libraries has now been resolved
  • Adding treatment area   (1732) 
    An exception which occurred when adding new treatment areas has now been resolved

Login

  • Jupiter Systems   (1191) 
    Jupiter Systems branding has been replaced by Vet Space

Patient

  • Registering first opinion   (480) 
    An issue relating to registering a first opinion without selecting a vet not displaying prompt to select one has now been resolved
  • Amend patient category   (1483) 
    An issue relating to amending the patient category removing the associated gender has now been resolved

Patient Reminders

  • Reminders active for Euthanised patients   (1629) 
    An issue relating to reminders remaining active for Euthanised patients has now been resolved

Payment Allocation

  • Automatic allocation of overpayments   (1169) 
    An issue relating to unallocated overpayments automatically allocating after separate payments are manually allocated has now been resolved
  • Return money database flag   (1257) 
    An issue relating to return money with associated overpayments causing database exceptions has now been resolved
  • Aged debt allocation   (1104) 
    An issue relating to specific client accounts with aged debt causing allocation issues has now been resolved
  • Credit allocation   (1086) 
    An issue relating to payment allocation not displaying within the payments allocation grid when crediting items back to stock has now been resolved
  • Opening balance   (1087) 
    An issue relating to payment allocation regarding opening balances has now been resolved
  • Bounce cheque & return money   (1254) 
    An issue relating to bounce cheque & return monetary values requiring manual allocation rather than automatic allocation has now been resolved
  • Show allocated invoices   (1162) 
    An issue relating to un-allocating items via the show allocated invoices window not populating the payments allocation grid has now been resolved
  • Partial credit & discount allocation   (1150) 
    An issue relating to processing partial credits & discounts whilst re-allocating manually causing items to become unallocated has now been resolved
  • Multiple quantity credit allocation   (1149) 
    An issue relating to crediting an item with multiple quantities causing allocation to become unallocated has now been resolved

Performance

  • Advanced search error   (719) 
    An issue relating to running an advanced search with a high amount of associated return records causing an error has now been resolved

Pre-Invoice

  • Overwrite rule   (1227) 
    An issue relating to the overwrite rule not applying within pre invoice has now been resolved

Prescription

  • Repeat for today exception   (1371) 
    An issue relating to an exception occurring when using repeat for today on a history prescription item has now been resolved

Price List

  • Print all exception   (1592) 
    An issue relating to printing the price list for all codes causing an exception to occur has now been resolved
  • Save table to CSV   (1436) 
    An exception which occurred when saving the price list to CSV has now been resolved

Reception

  • Introduced by null   (1253) 
    An issue relating to the introduced by field populating with a null value for newly created clients has now been resolved
  • Text free town display   (982) 
    An issue relating to newly added text free towns not automatically displaying in the client grid has now been resolved

Refund

  • Multiple credit error   (1151) 
    An issue relating to crediting multiple quantities of an item with a value of £50 causing an exception error has now been resolved

Reporting

  • SMS report wizard   (1260) 
    An issue relating to SMS’s ignoring the exclude euthanasia tick box within report wizard has now been resolved
  • Statement25 overlapping   (1070) 
    An issue relating to date fields within the report template Statement25 overlapping has now been resolved
  • Average transaction report exception   (1594) 
    An exception which occurred when generating the average transaction report has now been resolved
  • Report wizard treatment code filter   (729) 
    An issue relating to an exception error occurring within report wizard without a valid treatment code filter has now been resolved
  • D.O.B medical reports   (778) 
    A request to add a date of birth field to the patient history medical report has now been completed

Security

  • Permissions – edit appointments   (598) 
    The alert relating to the permission removal of edit appointments has now been amended

SMS Texting

  • SMS exception under utilities   (1307) 
    An exception which occurred when using the SMS texting under the utilities menu has now been resolved

Stock Centres

  • Slave stock centre   (1068) 
    An issue relating to slave stock centres not being considered when crediting an item back to stock has now been resolved

Treatment Area

  • Tax truncation   (1133) 
    An issue relating to specific tax codes causing truncation has now been resolved
  • Print insurance clinical notes   (1052) 
    An issue relating to printing insurance documents excluding clinical note records has now been resolved
  • Out of date batch navigation   (496) 
    An issue relating to out of date batch navigation continuing with the adding process when selecting no has now been resolved
  • Sell as whole pack with overwrite gross calculation   (1019) 
    An issue relating to gross calculation for items with sell as whole pack & an associated overwrite price has now been resolved
  • Overwrite rule within pre invoice   (1285) 
    An issue relating to the overwrite rule being overwritten when amending the VAT code within pre invoice has now been resolved
  • Overwrite rule within history   (656) 
    An issue relating to the overwrite rule being overwritten when editing an item within the history has now been resolved
  • Client discount category rounding   (1500) 
    A rounding issue relating to client category associated discounts set within code entry and client additional info has now been resolved
  • Treatment associated discount   (1490) 
    An issue relating to discounts allocated to treatments within the draft and history screens not re-calculating with treatment quantity adjustments has now been resolved
  • Overwrite with zero rated VAT   (879) 
    An issue relating to overwrite items with zero rated VAT losing set values upon edit has now been resolved
  • Site specified VAT for manual treatments   (1632) 
    An issue relating to adjusted VAT values amending back to the site specified VAT value upon edit of item has now been resolved
  • Repeat for today on historical items   (921) 
    An exception which occurred when selecting repeat for today on a history item added before the set accounting period has now been resolved
  • Add to existing invoice discount null   (1423) 
    An issue within the database which related to discounts added to existing invoices causes a treatment parent discount ID of null has now been resolved
  • Minimum charge VAT amended   (717) 
    An issue relating to VAT amendments for minimum charge items causing the net to match the gross value has now been resolved
  • Inconsistent rounding for value £213.81   (1640) 
    An inconsistent rounding issue when editing an item with a gross value of £213.81 has now been resolved

Tree

  • Retention of accounts data   (1680) 
    An issue relating to navigation via the tree accounts module between separate clients retaining data of the previously selected client has now been resolved
  • Defaults   (1682) 
    Defaults module option has been removed from the tree

Weight

  • Backdated weight   (1131) 
    An issue relating to backdated weight replacing current weight on the bottom summary panel for relevant patient information has now been resolved

Wholesale

  • Price update with additional information   (1215) 
    Maintenance has been completed regarding price update files with additional info included
  • Stock adjustment save table to CSV   (1379) 
    Maintenance has been completed on the stock adjustment save table to CSV functionality. The icon column has been removed
  • Barcode deletion exception   (823) 
    An exception which occurred upon deletion for active barcode items has now been resolved
  • Admin exception   (1391) 
    An exception which occurred within the wholesale admin when amending supplier values has now been resolved
  • Manual supplier   (1623) 
    An error which occurred when amending orders for manual suppliers has now been resolved
  • Centaur tote scan with additional quantities   (1064) 
    Ani issue relating to manually created tote scan received orders with additional quantities of items not setting the appointment to received has now been resolved