Monkey Software

Optical Practice Management Software for the progressive eyecare professional

Optomate Premier Series Update Information

[+/-]

Release 1.00.15 (December 16 2008)

Ability to enter Pre-Payments and apply those payments as credits towards future purchases
Changes to OzBiz Solutions Accounting Link to accomodate Pre-Payments
Ability to Cancel Jobs, including Cancelled Job Report
Stock Sales Report now uses average Cost and Sell pricing for the chosen period and has been re-formatted to print in landscape
Option to Suppress Non-Inventory items from the Stock Sales Report
Can now search for lenses via the Eyetalk Book Code
Ability to output a Patient Letter in PDF format
Saving Letter to PDF will export to the Patients letters folder specified in System Settings
Refreshing Optomate Today window will remember how it was left
Optomate Today window was showing empty Received Dates as 30/12/1899 rather than blank
Eyetalk import changed to check for new Discontinued flag when setting item as Inactive
Can now discount Consultation Items on Accounts and Quotations
New System Setting option to print Barcodes with only Make + Colour + Size
Topcon CV-5000 link updated
Lens Orders now include 'Own Frame'
Practice KPI Report now excludes Resubmitted Consultations
Can now search for Jobs via 'Your Reference' field
Patient Address format amended for New Zealand ie, removed Address Line 4 and included SUburb, City, Town & Postcode
Stock Transfer Report now shows the 'From' & 'To' branch Cost Ex and Sell prices
Patient Statements now include Credit Accounts
creating a new stock item in Purchase Orders will work same as Stock Arrivals
When creating an Arrival from a Purchase Order it will default to the Stock Type specified in the Purchase Order
Outstanding Stock Returns are now filtered by Empty Credit Note Number
Lenses Stock Search now includes Stock/Grind and Material
Option in Optometrist Setup to exclude from automatic update of Patient Optometrist when adding a new Appointment
New Patient Card # 65 included
Patient Card # 54 amended
Appointments moved will now allow subsequent SMS to be sent
New Sort option included on the Branch Summary Comparison Report
New Branch Name Sort option included on Branch Comparison Report for Enterprise
Supplier Payment Arrivals and Returns and Credits now appear in Date + Type order
Management Summary faster processing for Enterprise users
Patient Nickname included in Letter Templates fields
Stock Transfer Report now includes option to Show Transfers not yet Received
Option to tick medications in setup as Optically Prescribed
Option in System Settings to print a Split Receipt for Consultations and Dispensing
New Patient Label 16 included
Send Appointment SMS Confirmations now appear in Date + Time order
When transferring more than 999 units in Stock Transfer you will receive a warning
Refunding items will now set the stock items as inactivate
Exam Right Eye Anterior load image option was prompting to overwrite rather than rename
Printing images on Receipts now centred
Exam Printout was overlapping some information
Frame Make Graph was skipping some items cost prices in Enterprise mode
Dosage and Frequency now brought from old exam to new
Find Next Free Appointment facility was showing 12:00am in the dialogue
In Letter facility if you clicked the Print button multiple times an error would result
PBS Rx printout now form feeds to new sheet for each medication
Quotations now support Discount Profiles
Line items on Quotes could be deleted without affecting the total
Printed Account was excluding the total discount where all line items on that account were bulk-billed
You will now only be prompted to Pay Account if balance is positive
Creating an Account from Quote now updates the Stock Transactions for item sold
The Categories in Stock Import facility now appear alphabetically by name not code
Print Marketing Letters was returning an error if the patient last exam was a Soft Contact Lens
Added a break line between patient details on Recalls Listing for easier readability
Stopped the ability to drag appointments toolbar off screen
New Security Setting included for vieing Jobs Cost Price
When marking an Optometrists as Inactive it will now tell you when the next appointment is
OzBiz Solutions Accounting export amended to support Lenses that attract GST
New fields in Branch Setup to support Eyecare Partners Accounting Link
Purchase Order New Item button at top now working for multiple stock types
Building an Account from a Job that has a Sale Item is now applying the discount automatically
Contact Lens Rx ens Type field now has abillity to browse rather than just a combo-box
HICAPS link facility updated to support new Optimum T4210 terminal
Appointment SMS Confirmations now allows you to use the same template field multiple times
Fit field in Exams made bigger
Can now search for Spectacle Frames by Material

[+/-]

Release 1.00.14 (August 25 2008)

Stock Arrival Invoice Number can now be amended if unpaid
Medications Setup file now includes an option to flag as 'Optical Prescribed Medication' in order to filter Prescribed medication from systemic
New option in File>System Settings>Patient to either Warn or Force entry for certain fields
New tick box options in Job screen to include Comments on Job Card and Lens Order
New option in File>System Settings>Appointments to Suppress Appointment Notes on Day Sheet
Patient Documents now includes a table showing the file information and abaility to enter a Document Comment
Double-clicking on Appointment in Optomate Today now takes you to the Appointment
The Patient Category list in exams is now in alphabetical order
GP search in Setup now allows searching by Given or Surname
Eye Size and Bridge switched around for the Winlinx NZ edition
Can now right-click on Thumbnail images in Patient Documents to Open or Delete
Patient Special Note now appears when accessing Patient from Appointment Book
Next Appointment Date and Time fields included in Recall Letter Template
Can now drop grids on the Letter Templates
New View Previous IOP's option in Exams
New Sunglass/Frame Make Graph security included
New Force Staff Entry option included in File>System Settings for Refunds
Can now hit Delete button to remove Appointment Colour in Setup>Optometrists
Importing K Readings from Refractor Head will now calculate Diopters
Can now right-click multiple Patient Documents to Print
Exams Cover Ditance and Near tab order changed to match Binocular Vision order
Print PBS Rx button removed for NZ
NHI Number included on Drug Rx for NZ
New Region option included for Enterprise Users to restrict Enterprise reporting by Branchers Region
New Supplier Merge Utility included
Your Reference field appears in Patient details on Appoitment Book in Ophthalmology Edition
Optometrists now referred to as Providers in Ophthalmology Edition
New Rebooked option in Appointments for Ophthalmology Edition
Email Address included in Marketing List export facility
Recalls export now includes Telephone numbers
Marketing SMS facility now includes Branch Name, Patient Telephone, Given Name and Salutation fields
Appointment SMS facility now includes Given Name and Saulation fields
SMS text is now saved when amended
Job Pickup and Followup SMS facility now includes Salutation field
URL's can now included in Letter Templates
Refund Transactions were reflecting "-1 item returned" rather then "1 item returned" in Description
Stock Returns Transaction were not including the Quantity returned in the Description
Practice KPI Report now includes Total Takings
When adding a new Appointment the Patients Optometrist is changed automatically
Exam Contact Lens Diameter minimum reduced to 4.0
Eyetalk Import now imports the Data Code (Book Code) into the Lens Setup File
Eyetalk Import now updates the Spectacle Lens type field
Eyetalk Import now updates the Spectacle Lens Stock/Grind flag
Eyetalk Import now updates the Contact Lens Disposables and Extended Wear tick boxes
Eyetalk Import now updates the Contact Lens Frequency, including new Quarterly option
Eyetalk Import now updates the Contact Lens Number of Days Usage
Eyetalk Import now updates the Contact Lens Water Content
Eyetalk import now inactivates Discontinued Items
You can now search for items based on the Eyetalk Digital and Data Codes
New option in File>System Settings>Links-General to exclude Abbreviation from beginning of Eytalk Item Description
Default Delivery Address included in File>System Settings>Purchase Orders
Security included for Discount Reasons
Prompt to print Rx now appears when you are prompted to Print Account/Receipt
Sphere and Cyl on exams may disable even if not Plano
Can now add a new medication when mouse clicking into the medications grid
Removing all temporary images when linking scanned images may return an error
Lens Description on printed Lens Order made bigger
Contact Lens Job Delivery setting to empty when it should be Email or SMS
Medications Class field now working in Setup
Creating a new Exam including Medications was showing an '1899' date if empty
Recall Success Report success number was not formatted correctly
Exam Medications tab may highlight on new record even if no medications entered
Suppress Inactive option on Stock Report now working
Appointment SMS Reminder was sending the default branch telephone rather than the telephone number of the appointments branch
Spectacle Job comments feeding to a second page when it could fit on first page
Debtors Summary Report was chopping off cents from total debtors figure
Copy Patient button in Appointment Patient Quick Add bringing in fields it shouldn't
Esc button now works on Exam screen
Stock Merge utility now faster
Dragging and Dropping images in Exams was reducing the image DPI
Practice KPI Report Financial Year Totals was incorrect
Stock search may change back to Code orde after you choose an alternative search method
Removed the Dymo 30299 option as it is no longer supported by Dymo
Job Reports may show '1899' date when date empty
Stock Control filter not remembering its setting
Referrer mobile numbers not saving correctly
Intermediate Add in Exams now copies from eye to eye
Disabled ability to add unknown stock codes in Stock Transfers
Changes to Tonoref 2 import procedure
Changing status of Non-Inventory, Inactive or Favourites now writes a stock transaction record
Change Stock Item utility may get stuck in a loop
A stock transaction description is now written when an item becomes automatically inactive
Sales by Category YTD now adheres to NZ finaincial year
Consulting Banking Sheet on split banking was not feeding the Non-Banked page correctly
Receive Institution Payment in Enterprise mode was not updating dates when bracnh changed
Adding patients to an existing batch may add patients who had previously paid
Followup Job by Telephone was including jobs manually flagged as followed up
Stock Merge facility was not showing all stock if browsed
Job Warranty Report was not new warranty types
Creating New Letter from Exam if no Rx was also excluding other general exam information
It was possible to edit an account twice in order to delete line items from a paid account
Sales by Category YTD GP% now calculated using the same formaul as date range chosen
Patient Transaction Report was exlusing the Receipt Description
Printed Lens Order was exlcuding Fit/Uncut for Right Eye Only jobs
Change MBS facility was not bringing in correct fee if that item had no default institution
Stock Sales Report was not showing an item sold if only one cash sale entered
Winfit export with no Bridge or Eye Size was not exporting correctly
When raising an Account from Patient screen you will not be prompted to build account from exam if already raised
If using the Accounting Link facility the Supplier Payments and Credits options are now disabled
Error returned if printing a Return Report for a single return with Business Header turned on
Disposable options were not being enabled when scrolling through contact lenses in setup

[+/-]

Release 1.00.13 (June 03 2008)

Rodenstock Winfit lenses ordering system link included
Winfit customer and password included in Branch setup
Winfit order code fields included in Spectacle Lens and Lens Tint setup files
You can now Inactivate Optometrists, Dispensers & Staff
An extra check has been included in Online Claiming send to stop if a claim quantity is less than zero
Patient browse will remember branch filter for Enterprise users
New System Setting option for Visupac users to automatically export patients when they are accessed
Patient message field included in patient card under Notes tab that will appear whenever the patient is accessed
The Refund Report now includes Refund processed in the Premier Series, not just older Optomate 2003 Series
You can now enter multiple payment types on the Refund screen
Refund Reason setup screen included
The Refund screen now requires a reason to be entered
Can now print a Refund Receipt from the Refund screen
System Setting option to prompt to print Refund Receipt included
Exam Anterior and Posterior combo-boxes are now filtered by type
New Pupil option included in exam Anterior
New Medication options included in setup
Medications tab moved to top of screen in exams
New option to print medications to pre-printed PBS stationery
New Printer Setting option included for PBS stationery
When changing MBS for re-submission the transaction description has been changed to reflect a rejection
Fewer transactions are now created when changing MBS for re-submission
When creating an Account from Patient screen it will not prompt to build from exam if already raised
When linking scanned documents the system will select all by default
If a new account for zero dollars is raised and the patient balance is zero or less the system will automatically link the new account to the last receipt
Suppress DB4 option included in System Settings
Can now edit a Stock Arrivals Invoice Number
Patient Documents now show in thumbnail view on screen
When stock is marked as Received in Stock Transafer Enterprise edition is will now show "Received" in trasnactions
Security option included for Enterprise Edition Change Branch in Appointments and Day Sheet
Print option included for job notes for printed job cards
System Setting option to delete quotes when account generated included
New Patient Card 64
New Nidek Tonoref Mark 2 option included in System Settings
Creating a Refund from Account that included discount was ignoring the discount
Cash Sales were being excluded from the Frame Make Report
Receipt with a cash payment types changed to non-cash payment type was not automatically rfemoving the cash rounding
Stock Transfer cost price was not appearing when manually typing in a stock code
The Outstanding and Paid Arrivals and Returns filter now working properly
When sending Online Claiming for a patient with no brthdate the system may not shopw the patients name in the error box
Possible rounding error of 1c on the Banking Sheet Summary total fixed
Browse All Recipts option speed increased
Adding new Purchase Order speed increased
Creating a new exam may not have been prompting to create from a revious account from that day
Can now enter a discount dollar amount on the quote screen
If the system had no default Institution setup foran item when part paying it would default the new amount toDirect rather than Schedule
Some report previews were showing Page 1 of 0
All stock searches now focus on Search when opened
SMS Job follow up was sending to all on screen rather than those chosen
Benefit Number field was not working in Letter Templates
Item codes would allow manual entry in lowercase
Other Items on Quotes was changing amount to $0.00

[+/-]

Release 1.00.12 (May 14 2008)

Upgrade to Nexus Database Engine Release 2.07.6 which requires a Server reboot when upgrade run
Browse Cash Sales option in the Cash Sales screen
Browse Institution Receipts option in the Institutions screen
Items attracting GST are denoted with an asterix on printed Accounts and Receipts
Website field and button included in Supplier setup
Winlinx, Smyth & Perkins and Optivision link now sends the lens comment rather than the job notes
Oculus link was using US date format, chanegd to Australian, and included in exam screen
Spell Checker included in Email facility
When importing new Supplier Order Codes from Eye Talk Optomate will not update our fields if there is something in there already
Branch setup fields now included in Letter Templates for Recalls and Marketing Letters
Can now save batch letters for Recalls and Marketing after previewing
New option in System Settings "I store my letter templates in" so you can default your template letter folder
When opening a Letter Template from Patients it goes directly to the final letter
Stock Transfers now supports multiple items NB: Enterprise users - the stock QOH at the destination branch will update when you tick "Received"
Patient Label 14 changes
Optometrtist code includes in Exam Summary in Patients
All search screens now highlight active record in blue
All search filters now remember last setting
Rx print out's now include "In Relation To:" for children
Copy Lens option included in Contact Lens setup file
When Copying Lens in Spectacle Lens setup it will also copy the Non Inventory flag and Notes
Max Cyl, Highest Sphere, Lowest Sphere, Type and Polarized fields included in Spectacle Lens browse
Improved entry of medications in exams and new delete option
Corrected IOP removed from exam screen
Notepad included for IOP in exams
Can now search for Returns by Credit Note Number
Cash Book can now be sorted in Descending order and more columns can be sorted
Patient Age included at top of new appointment screen
Printing an Appointment Label will print the current highlighted appointments date
Can now filter Appointment Report by Cancelled Appointments
Can now resize the Security Settings screen
When flagging an Rx as Plano or Balance you can now still access the Cyl and Axis fields
Letters now display "Plano" or "Balance" in Sphere and Cyl & Axis show blank rather than 0.00
Marketing List Wizard now quicker
Inactive patients now appear in red on patient browse
Patient Charge To information now accessible from Appointment Quick Add
Prism field now appear in orange when something entered
Branch filter included for Enterprise users on the SMS Report
When editing an appointment it will focus on the details
Automatic Update facility now checks user software maintenance status
OzBiz Accounting export was returning an error when clearing Cash Sales with Split Banking turned on
OzBiz Accounting export for Enterprise Accrual-based users was bringing in other branches sales figures
OzBiz Accounting export was not exporting Cash & Cheque payments when they were flagged as Halth Fund payment types
OzBiz Accounting export not skips Stock Arrivals and Returns with a zero or less value
Appointments Outlook Sync may remove other calendar entries from Outlook
appointmnets Outlook Sync may return an error
Enterprise Branch Comparison Report was not printing in descending order
When invoking Enterprise mode the system will populate more information in the branch stock files
Change Institution Code Utility now includes Solutions and Add On's files
Stock Listing now adheres to consignment options for Solutions and Other Items
Stocktake now adheres to consignment options for Solutions and Otyher Items
Solutions now included in Stock Transfer Report totals
Practice PKI Report now excludes credit line items
Practice KPI Report ASV for Spectacle Lenses was incorrect
New Discount Reasons now appearing when you next raise an account
Exam Interview screen tab order was jumping to incorrect fields
Exam printout Final Contact Lens RX was not printing the left eye correctly
Charges graph was returning an error when country set to New Zealand
Searching Stock Transfers by Code now working
When using shortcut Ctrl+E in Consulting + Contact Lens Edition the Contact Lens screen was not loading
Suppress Inactive items in stock setup reports now working
Eyetalk import for Carl Zeiss returning an error related to new supplier stock code
Eyetalk linking forcontact lenses was looking in incorrect folder
Auto sentence casing including a "-" now working
Salutation field now supporting sentence casing
Previous Contact Lens Rx in Exams now incrementing in 0.25 steps
Stocktake screen now brings up search screen for unknown stock items
Opening a previously saved letter and clicking Preview may return an error
Practice History Comparison Report Direct Deposit Total and Quantity were displayed around the wrong way
Exam screen was not picking up newly added medications immediately
Adding a new patient from Appointment Quick Add was not updating "Patient Since" field
Sending an email from the Supplier file was not refreshing the Email transactions for that supplier
SMS text was bringing in default text if empty then losing that text once you clicked into the field
Change Stock Code Utility was not updating the Stock Transactions or Stock Transfers
Patient preferred contact method now check boxes rather than radio buttons
Patient search when adding Referrer was not remembering how it was left
Exam Refraction Plano/Balance was not diabling correct fields
Refund was setting qantity and unit price as negative, should just be quantity
When editing multi-branch specific stock fields in the Enterprise edition the system was not going into edit mode until second key struck
Creating a job from an account was not bringing across lens add on's

[+/-]

Release 1.00.11 (March 26 2008)

Printed Receipt now denotes which line item attracts GST
Health Fund payment types are now automatically applied last when receipting multiple payment methods
Option to print a single Patient statement from patient browse and patient card
New main menu colour options in File > System Settings > System Colours
New appointment book hint options in File > System Settings > Appointments - No Hint, Notes Only, Appointment Details + Notes, Patient Details + Appointment Details + Notes.
Briot Weco AP5000 Phoropter link included
Today's Date now prints on Medicare DB4
Synemed & iPix links now working from exam screen
Inclusion of option to flag contact lenses as "trials"
File > Contacts screen updated with Premier look and feel
Optometrist/Dispenser/Staff analysis reports now show ex-GST figures in summary
Email facility includes in Quotations
Next Appointment Date on receipts now excludes today's appointment
New option to Show Discounts Only on Charges Listing
Letters now adhere to the printer setup in File > Printer Settings
Patient Charge To and Postal Address button highlight when something entered
Stocktake now prompts if you enter a number greater than 999 in qutantity count field
Patient preferred contact now defaults to phone then email then post depending on which fields are populated
Stock Category option included in Setup > Stock > Sales
New Letter and New Patient Note included in right-click and File menu options in Appointments
Open Letter in Word option only enables if you have setup a path to where Microsoft Word resides in File > System Settings > Links-General
During letter preview when you change setup it changes for all pages
Appointment Day Notes now appear on printed Day Sheet
Exam Previous Rx type now copies from right to left eye
Stock Search was not remembering the search option last used
Patient Label 12 now includes Patient Your Reference field, if entered
Can now clear a prism entry with keyboard Delete key
Keyboard shortcuts included on Letter toolbar buttons
Job Follow Up option included in Letter Tempaltes
Change Stock Category utility was skipping Solutions
MYOB Account Number removed from Cash Book Item screen as now redundant
In exams, when dragging the same image to multiple eyes with Delete option turned on, would return an error
Charges Graph and Practice History Comparison Report was returning an error if Feb 29 included
Error was returned printing Purchase Rder with Businss Header
Sentence casing now supportes hyphenated names
Spectacle Frame setup security for editing Quantity on Hand not working in Enterprise edition
Editing a Stock Arrival line item quantity was not creating a stock transaction
Editing stock Quantity on Hand with security turned on was not saving the staff code in stock transactions
Deleting a line from a Stock Arrival or Return was not creating a stock trasaction
Edit Quantity on Hand security included for Solutions setup
An error was being returned when attempting to link a single scanned document to a patient
New option to allow Enterprise edition to show all patients from all branches by default in File > System Settings > Patients
Rx Add and Intermediate Add not autmoatically formatting correctly when no decimal place entered
Cancelling an Eyetalk import would return an I/O error next time you tried to import
When adding a new Staff or Source in New Appointment itwas not refreshing the drop down list
Automatic sentance casing was uppercasing the 4th letter after "Mac" regardless
Moving an appointment and changing an appointment length now adds a transaction for for the patient
Moving an appointment now updates patient Next Appointment Date
System now prompts when you move an appointment
Disabled the ability to drag an appointment outside the scheduled time
Assigning a patient to a pre-appointment was not updating the description correctly
When editing an appointment the date, optometrist and branch are now disabled
Appointment book does not refresh during drag and drop
Increased length of appointment description
Importing a lens stock file with no Add On Codes was returning an error
Lens Tints and Add On's setup files now adhere to rounding options in System Settings
Bulk Billed paid column removed from Patient Transaction printout
Management Summary debtors figures were rounding incorrectly
Patient Transaction Report now in date order
Multiple Letters now showing correct page numbering on preview
Stock export now includes glass/plastic/polycarbonate field
Stock import was not setting the Spectacle Lens Type
Print Patient Statement Labels no in patient menu
Print Patient Statements now includes Branch field in Enterprise edition and prints branch address the patient is linked to
Stock Arrival line items was saving unit price to 3 decimal places affecting Ozbiz Accounting export
supplier and Branch now disabled when editing a Stock Arrival
Closing out of Optomate when some screens still in use was not prompting to save before exit

[+/-]

Release 1.00.10 (February 07 2008)

Exam Posterior and Anterior Zoom now uses Windows operating system viewer
Optomate registration and unlock codes moved to their own database file
Eyetalk import now supports lens add on's and supplier order codes
Can now drop images from exams in letter templates
All exam note fields and pachometry included in letter template fields
New figures included on Practice KPI Report - GST, Discount % of sales, Deposit Ratio, Receipts/Cash Sales, Value and Qty of Stock
Ability to have multiple Nexus Aliases to track multiple database on one PC
New link to Oculus from Designs for Vision
New Spectacle/Contact Lens Rx, Quotation, Account, Receipt and Cash Sale included in right click of Appointment Book
Date of Birth included in title bar of exams
Right click options in Patient Letters now in Exam Letters
Exam now includes medication dosage and frequency
Print Drug Rx now includes Prescriber Number from optometrist file and drugs entered into the exam
Print Drug Rx now includes a Header option in Printer Settings
Stocktake report discrepancy figure changed to subtract counted from QOH and discrepancy value based on Cose Ex-Tax
Appointment cell shading in activate times darker
Scroll bards included in spectacle and contact lens Rx comments
Removed SMS Internet connection message
Sphere max power increased to +/-40.00
Optometrist on main patient screen will be updated with exam optometrist if exam from today
When adding a new patient in appointment book, the optometrist for the patient record will equal same one allocated the appointment
Break entire day option included in Appointment Book
OzBiz accounting export now supports split banking
Patient name on lens orders made bolder
Copy Patient button in Appointment New Patient window moved to top toolbar
Briot Weco ARC link now working correctly
Appointment label was including a space after address which may force it to second label
When adding branch in Enterprise edition the cost/sell pricing will now be drawn from the default branch
If a Report was open when Appointment Book was refreshing an error was returned
Practice History Comparison Report lens tints was showing spectacle lens amounts
Marketing List birth day and month now working correctly
Quotation text cutting off after 2 lines
Print Barcode Queue natural order now working
Adding a Consultation Category may cause freeze
Charges Listing Number of Accounts figures was counting lines items rather than number of accounts
Jobs screen was not showing the preferred phone number
Receipt 'Previsouly Paid' may be incorrect when paying multiple accounts including credits
Using [Esc] from Supplier Payments may cause freeze
Recurring Appointments now updating appointment transactions correctly
Double clicking a Word letter in exams may cause freeze
Using arrow key when choosing new appointment type would not update the duration
Stock file Recalculate Sell Price would not update if cursor in the Cost Ex-Tax field
Supplier field in Eyetalk changed from 3 to 10 characters
Using [Enter] key in Adjust Batch Claim Number field returned error
Supplier Broughgt Forward Balance was not updating suppliers balance
Adding new appointment/break including week recurrance now working correctly
When attributing a payment amount in supplier payments it no longer jumps to the top
Stock Transfer filter by branch returning an error
Returns in Supplier Payments were displaying $0.00
Add on's from job screen not being transferred to Rx.Connect
Add on's from job screen only sending last one to Winlinx
Stock Search was not remembering the previous search method
Returns total now round to 2 decimal places
shortcut INIFILE setting not working if no " in path
QOH for solutions were not being assigned when turning on Enterprise mode
IOP time was not being updated when creating Rx fro Exam
Emailing letters was excluding images from email
Topcon RM-8800 import will now skip extra information if device set to export detailed information
Copy Rx in Contact Lens Rx screen not copyinh DNHL
Marketing List NOT = cluase now working correctly
Exporting stock was default to CSV format rather than new NX1 format
Charges Graph was defaulting to a week date range rather than current month
Pressing space bar on Contact Lens Job screen comment was bringing up stock search
Creating account from contact lens job now bringin in correct sell quantity
Editing finalised exam image would return an error
Adjust Batch screen was showing single HF number rather than multiple
Consultation Items browse filtered by inactive may return error
Enterprise supplier payments may return error
Ozbiz accounting export file now skips 'R' lines with $0.00
View Previous Spectacle Rx Notes were showing Contact Lens Notes
All Australian Safety Monthly Batch Report
Eyetak import category and supplier matching now in alphabetical order
GST Receipted was not skipping credit accounts
Drag & Dropping images in exams on a network workstation may return error
Copy Frame search browse may return errror
GST type for consultation items not being updated from category
Appointments security for delete and cut appointment included
Source removed from appointment breaks
Supplier sales rep entry slow
When creating a Batch with same number as previous batch may return error
Supplier payments dollars now saved in two decimal places rather than three
Contact Lens Design Report returning error
Staff security descriptions changed for Big W
New account/receipt button labels changed for Big W
Suggested Deposit for receipts for Big W
General Purchase Order changes for Big W
When expiring Purchase Orders skip centrally raised ones for Big W
System Setting option for Days to Expire Purchase Orders for Big W
Registration logic changes for Big W

[+/-]

Release 1.00.09 (November 26 2007)

Exams Anterior & Posterior now include a Zoom and Compare option
Introduction of new Image Thumbnail facility for Exam linked Documents and Exam Image Drag & Drop
Preview option introduced into Patient Documents
New System Setting introduced for Scanned Documents allowing you to store images in a temporary folder then attach to a Patient record
New System Setting introduced to allow you to print a seaparate receipt for patient consultations
New System Setting to default new Receipt to $0.00 rather than total overdue
Tendered and Change fields included on Patient Receipt screen
Cash Out field included on Patient Receipt Screen, including System Setting default payment type for Cash Out
Rounding now supported in Receipts and Cash Sales for Cash & Gift Vouchers payment types
Exam screen is now pre-loaded when Optomate start's up for faster exam screen load time
New Email options when you right-click on a Patient Letter
Referrer and GP combo-boxes now include a search option in Patient and Exams
When saving a Contact Lens Rx the system will check for empty Cyl and Axis, same as a Spectacle Rx
Doublie-clicking on a Letter in Patients now opens the document in the associated program in Windows
Windows load speed increased in Supplier Payments
Introduction of link to the Octopus 301 unit from Device Technologies
Patient Last Visit Date included in Marketing List export file
Double-clicking an Appointment Transaction in Patients will now take you to the Appointment
Delete button removed from the Patient Browse and Patient Screen, replaced with a right-click option from the Browse
System Settings Barcode settings moved to Printer Settings
Patient Statement standard text included in Overdue Message Setup
Lens Add On's & Tints included in Practice History Comparison Report
Notes field included in Health Fund setup screen
Copy Frame and Lens window enhanced
Force Staff Entry in Spectacle Rx, Contact Lens Rx, Spectacle Job & Contact Lens Job screen and Quotations have their own options
Online Claiming Send/Receive only enable if Working Directory set in System Settings
When creating an Account from a Quotation the Account screen will appear and the Quotation will not be deleted
Security Setting for Exam Deletion introduced
Medication & History tab in Interview highlight if something entered
Copy Left Button introducted to Anterior screen
Number of Branches appearing in Appointment combo-box increased to 15
System Setting option introduced to suppress time from Appointment cell
Exam Documents moved to its' own tab
Stock Search windows now include Supplier Stock Code as a column option (not visible by default)
Preview & Create Batch now default to Medicare
Arrivals and Returns now close after Save to match other screens in system
Recalls and Overdue Messages setup codes now create template files automatically
Enterprise Edition Work in Progress was repeatedly prompting for a password
Overdue Account letters Owing and Paid fields were not displaying in currency format
Overdue Letter Charge To was printing 'In Relation To:' label twice
Barcodes not printing in correct order when in Qty order
Recalls Flagging History not showing if Phone option chosen
Some Patient buttons still enabled after Inactivating a Patient
Smyth & Perkins, Optivision & Optilink not sending Frame Bridge
Outstanding Institution Report for an Institution with no Transaction returned an error
Recall Success Graph may sometimes returning Field Not Found error
Assigning an Occupation or Category 1/2/3 in Exam Overview, then clearing them in Interview, would still save from the Overview
KPI Report New/Previous Patient figures were excluding the days from the date range chosen
Patient Age field in Letters was showing birthdate rather than age in years
Follow Up Jobs via Telephone was included jobs that had manually been set as Followed Up
Consultations under Item Search may return error during billing in Enterprise Edition
Exam Final Add not splitting if > 100
Copy Spectacle Lens may return Field Not Found error
Custom Recurring and Weekly Recurring Appointments now working
Exam Delete button was still enabled if finalised
Nidek 5100 import may return an error
Enterprise Frame & Sunglasses Make, Model, Colour & Size fields not updaintg the linked branch stock file
Supplier Payments supplier combo-box now shows debt in currency format
Patient Postal label now adheres to Charge To/Postal/Address logic
Practice History Comparison Report showing a blank 3rd year Direct Deposit figure
Appointment Report skipping pages when clicking Next/Prev buttons
Charges Listing Number of Accounts column in summary was showing number of line items rather than number of accounts
Appointment duration may not have been adhering to time setup in Optometrist Setup
Medication could be edited on a finalised exam
Management Summary tab order fixed for Enterprise
Patient Card 53 now includes 3 line of address if entered
Appointment Day Sheet not adhering to the Reports Printer Setting
Banking Export Location System Setting for Big W
ClearBanking utility to use Banking Export Location for Big W
Purchase Order item not 'On Range' disallowed for Big W
Purchase Order disabled if status is set to 'Cancelled' for Big W
Arrival creation disabled if status of Purchase Order is set to 'Cancelled' for Big W
Purchase Order Email disabled if status set to 'Cancelled' for Big W
Return disabled if status is set to 'Open' or 'Cancelled' for Big W
Creating an Arrival skips Purchase Order items set to 'Cancelled' for Big W
If Purchase Order is set to 'Expired' then disallow Purchase Order cannot be edited except for Date Required for Big W
If Purchase Order is Saved with an item that has a Date Required before Today then set to 'Expired' for Big W
Cash Sales now using local Standard Text for Big W
Some Qty on Hand adjustments were marked as 'ED' rather than 'SA' for Big W
Qty field in STkTrans not showing the difference between old and new for Big W
Stock Adjustment Reason was showing in all transactions rather than just those marked as 'SA' for Big W
Recording of Qty on Hand Adjustment Reason was not saving for some stock type for Big W
If certain fields in a Stock Item than add a stock transaction for Big W
Stock Search in Purchase Order may return an error for Big W
When emailing a Purchase Order then cancelling was setting it to 'Open' for Big W
Purchase Order will be marked as 'Expired' when Optomate loads where necessary

[+/-]

Release 1.00.08 (October 19 2007)

Octopus 301 from Device Technologies link introduced
EyeScape Imaging link introduced
Adding a consultation or stock category from the consultation or stock screen would cause a lock-up after save
When resetting recalls, if the same recall type was chosen the recall due date was not updating
System Registration check removed from Add New Patient module as it was sometimes picking up an alternate hard disk
Premier Optique Report Sunglass quantity was including solutions
Stock Arrival print out label changed from "Arrival Number" to "Invoice Number"
Practice KPI Report Consulting to Dispensing figures miscalculating
Referred From field were not merging correctly for Marketing Letters
Uncollected Jobs in Optomate Today were showing an 1899 date if empty
Refund Exchange screen was ignoring the "Return to Stock" option and always returning items to stock
Spectacle Frames may have written a transaction showing description haad been changed when it had not
Exams now show in date order when clicking navigation buttons
Printed Receipt now includes Change information
Emailed Receipt now includes Business Name
Optomate Todate print out now included Job Number
Supplier Payment was sometimes returning an error when applying payments
ABN and ACN should not have been marked in blue in System Settings denoting local settings
When changing appointment schedule for an optometrist for multiple days an Access Violation was retutned
Patient Number included in right-hand panel of appointment screen
Smyth & Perkins lab code in Spectacle Lens Setup enabled
Raising an Account from Patients was only bringing in the first consultation item when building from an Exam
Raising an Account from a Contact Lens Job now uses the Quantity field from the job screen
VA fields in Contact Lens exam field width increased
Stock Transfer delete button disabled
Stock Transfer screen will now close after Save
Change Code Utilities was allowing lowercase entry of stock codes
Use Report Banding option in System Settings enabled
Spell Checker was not checking document from cursor position, now checks from top of document
Spell Checker now included in Letter Preview screen, along with Cut, Copy & Paste
Optomate 2003 Contact Lens Aftercare Slit Lamp notes will be transferred during this update
Increased open speed of Exam screen
Increased screen refresh of Stock Search screen
Branch field included in the OzBiz Accounting export files for Enterprise users
Possible incorrect Freight amount in OzBiz Accounting export file resolved
GST amount in OzBiz Accounting export file incorrect when a discount was applied
Stock Arrival total in OzBiz Accounting export file ignores GST and Discount adjustments
Stand-alone Backup routine now available for sites requiring this to be scheduled
Option to set a percentage allowable change for Cost and Sell fields in stock setup for Big W
Receipt Standard Text in System Settings change to a local setting for Big W
Stock Adjustment Reason included in Setup Transactions for Big W

[+/-]

Release 1.00.07 (September 26 2007)

Enhanced Error Reporting for Email Receive
Email system will automatically register dll's if Error 401 is returned
Email Recall facility now supports embedded images
Receive Email now records the Sender email account details
Ability to select multiple files when linking Documents to Patients and Exams
Exam Refraction Type automatically copies from one eye to the other
Header and Footer options included in Letter facility
Included button to add new Health Fund from Patient screen
Branch field now visible for Enterprise users in the Cash Book
Receive Batch Adjusmtnes screen was rounding the fees
Attaching Documents to Patients in Exams now works same as from main Patient screen
Changing the GST Type in Stock Arrivals and Returns wa not updating the Unit Cost
Receive Batch "Make Adjustments" button enabled for Online Claiming users
Dispensing Only edition Recall Reset window not appearing after saving an Rx
If a Stock Arrival supplier was changed it was not sending new Supplier to the Accounting Export file
Cash Book Expense items not being subtracted from Total in Accounting Export file
Discount Reason setup window now enabled in Setup
Contact Lens Job Card in Landscape mode was not including the Reference field
Clearing some combo-boxes in exam screen would return an error when updaintg the Patient record
Contact Lens Type field not being populated for Previous Rx's
Copy Right to Left not copying Description in Delivery Aftercare
Copy Previous Rx not copying Description in Deivery Aftercare
Contact Lens Design and Type combo's could not be cleared
Spectacle Job screen was showing Patient Mobile Number rather than Preferred Number
Creating Patient Letter was returning error if another user was accessing same letter
Contact Lens DNHL fields included in Patient Letters
Changing Letter type was not allowing you to click dirctly in body of letter
Nidek Lens Meter with an Add now imports correctly
Edit Rx button sometimes not enabling as soon as you enter the Job screen
Sending a Job with multiple add on's to Winlinx was only sending the last one
Account Adjustments now record Old Qty, New Qty, Old Discount & New Discount
Toolbar button in Exam now have keyboard shortcuts
Disable editing of a Purchase Order if 'Received' or 'Partially Received' for Big W
Stock Arrival cannot be created from a Purchase Order when 'Received' or 'New' for Big W
Transaction being recorded for each Branch when an Item Satus is updated for Big W

[+/-]

Release 1.00.06 (September 10 2007)

Inclusion of Distance, Near, High and Low contact lens fields on Contact Lens Job card, Rx and Lens Order
Enhanced Receive Batch Payment screen
Patient Name on Job Cards is now bold
New Demographic Sales By Category report
New option to export a recall listing in Excel format
New option to export a marketing list in Excel format
When attempting to close or cancel a screen, it will now prompt the user to 'Cancel Changes?'
Job card print out now includes the Branch Name next to the Business Name for non Enterprise users
Stock Search screen will now remember the "Suppress Inactive Items" setting last used
You can now search for a Stock Return via Comments field
When printing a Patient Label for a patient with a Charge To specified, it was printing the Charge To Address rather than the Patients' address
When a user clicked a day in the Appointment book where no Optometrists were set up, an Access Violation may be returned
The Payment Type setup screen would freeze when adding a new record
Some reports were not adhearing to the selected printer settings
When a patient was marked as Inactive and prompted to delete all forward dated appointments, it was deleting all of the patients appointments
Adding a new Sunglass and clicking Copy Sunglass was raising an error
Credit Note Number now included in the Accounting export file
Consignment Note Arrivals are now excluded from the Accounting export file
Entering "MST" as the title for a Patient was not marking them as "Male"
When the "Todays Date" field was chosen in an Overdue Letter, it was not printing
If an item is removed from a Stock Arrival that has been created from a Purchase Order the Order will be marked as 'Partially Received' for Big W
The Status of an item can only change to 'Inactive' if it is set as 'Quit' for Big W
If the Status of an Item is manually changed, prompt to update other branches for Big W
New fields introduced in the Account ADjustment file: OLDQTY, NEWQTY, OLDDISC, NEWDISC for Big W
New field introduced in the Supplier file: 'EXTRCTDATE' for Big W
If a Supplier has been edited the 'EXTRCTDATE' field is cleared for Big W
The Purchase Order number cannot be changed for Big W
Cancelling a new Purchase was not resetting the next sequential Purchase Order Number for Big W
The Purchase Order status will be set to 'Open' if the arrival created from it is deleted for Big W
If a Purchase order's Status is marked as 'Received', then the delete button is disabled for Big W
When entering a Refund/Exchange and a Reference is entered, it is saved against the new account for Big W
The Delete button on the Stock Arrivals screen is disabled if an EXTRCTDATE is entered for Big W

[+/-]

Release 1.00.05 (August 23 2007)

Enhanced Online Claiming Receive screen
Institution Setup and Payments now include BSB and Account Number
Security PIN screen remembers last user
Appointment Book Day Sheet now prints in same time breaks as on screen
Fixed issues with upgrade of DevExpress component resulting in Invalid Floating Point errors and Appointment Day Sheet Access Violation
Copy Lens in Spectacle Lens Setup screen may return field not found error
Viewing Appointment book Week View then selecting one optometrist would start time at 12am
Appointment Book Adjust Schedule 'To' date defaulting to Today's date rather than current Appointment date
Receive Emails returning error if no emails to receive
Receive Emails module now automatically registes dll files
Receive Batch Payment Adjust option not updating Banking Details for Banking Sheet
Disabled cells in Appointment Book now darker
Receipt Change amount now shown on screen for old records
Esc key not working in Suburb Search
Esc key not working in Printer Settings
Esc key not working in Batch screens
Inclusion of EXTRCTDATE field in Stock Arrivals for Big W
Purchase Order cannot be edited for Big W if Purchase Order Number ends in 'C'
Purchase Order status set to 'New' when adding record for Big W
Purchase Order status set to 'Open' when printed or emailed
Creating an Arrival from Purchase Order with zero quantites sets status to 'Partially Received'
Returns status set to 'New' when adding record for Big W
Returns status set to 'Open' when printed or emailed
Stock Items 'Order in Pack' and 'Order Multiple' fields set to 1 by default for Big W
Stock Items 'Order in Pack' must be divisable by 'Order Multiple' for Big W
Stock Items 'Order Multiple' cannot be greater than 'Order in Pack' for Big W
Item Status field moved from master record to branch record for Big W
Stock Item status is set to 'Inactive' when Quantity on Hand reaches zero

[+/-]

Release 1.00.04 (August 17 2007)

Enhanced Online Claiming Send screen
New option to print barcodes to single labels on Dymo Label Writer
Can now choose a default colour for an optometrist for appointment book in Optometrists Setup
Inclusion of BSB and Account Number in Institutions and Institution Payments
Purchase Orders, Returns, Accounts, Receipts and Rx from Patients hooked into new Email system
Creating a Contact Lens Rx from Exam did not show patient name on Rx screen
Purchase Order Change Invoice and Delivery Address buttons enabled
Esc key disabling after clicking a [+] button from patient screen
Emailing Marketing List was not automatically registering the SMS dll's
Emailing Marketing List returning "CTSAL" field error where patient had Charge To
Adding a new branch in the optometrist setup file d idnot save unless you tabbed past the line
Optometrist Name field in letters showing the Provider Number
Browsing for a suburb dialogue enhanced
Security system prompting multiple time for multiple account and cash sale line items
Security system not prompting in Enterprise Change Report Branch option
Patient receipt cannot be deleted if associated patient or account record in use
Patient letters now allows same letter to be accessed on multiple networked computers simultaneously
Increased length of stock transaction description to 250 characters
Stock transaction descriptions updated
Can now reduce the column width of Given and Surname fields in patient browse
Multicoat and Transtion check boxes removed from Spectacle Lens Add On's file, system will use Health Fund Number
Quotation comment increased to 100 characters
System now prompts when flagging recalls
Job Repair item code now has [...] browse option
Security and System Password windows size increased for Vista-compliance
Option to Print Batch Report after creating a new batch
Cancelling Receive Batch was minimising the Institution Browse
New office number included on Unlock screen
New exam will bring in consultation items from an account billed that day
Incomplete Exams screen optometrist field now shows optometrist from exam, not patient record
Sending appointment reminders with [PHONE] field returning error
Creating an account from a job was not checking discount profiles
Stock Arrival printout now includes Purchase Order Number and allows you to search by Purchase Order Number
Print Batch Report button included in main Institution screen
Entering IOP in Overview Exam screen not updating IOP time field
Spelling errors in Practice KPI Report
BCC option in Email module now working
Receiving Online Claims for old batches was possibly returning error
Copy lens in Spectacle Lens Setup returning error
Esc key not responding in Batch screens
Force staff entry for receipts, cash sales and appointments now working

[+/-]

Release 1.00.03 (August 08 2007)

Enhanced Online Claiming Send screen
Patient Number included on Appointment Day Sheet
Adding a new lens comment from job screen not updating the job screen
Stock setup screens returning error when clicking then Cancel immediately
Refreshing Transactions was removing Cash Sales item descriptions
Linking Document to Patient was prompting to Overwrite file
Job Screen changing filter to "All Job Repairs" returning error
Data Checker now updates Stock ARrival type for records converted from Optomate 2003
Accounting export "Bills.txt" file now exporting Branch Code from the Arrival screen
Increased Email address field to 70 characters long
Double clicking on an optometrist from the broswe screen not showing PRovider Numbers
Job Cost calculation for Enterprise users not including Lens Add On's
System Settings combo boxes did not allow you to clear them
Accounts and Receipts Security Settings not prompting for Username and PIN
Adding a new Sales Rep was not returning to the Supplier screen correctly
Appointment Cancellation was not allowing you to blank out the recall type
Referrer field not updating on patient screen after adding a new one
Adding a new Institution was not updating until exiting and re-entering Optomate
System Settings Accounting link option moved from Banking to Links-Accounting screen
When adding a new exam the system was automatically resetting the recall date
Force Discount option in System Settings was prompting for a reason even if no discount applied
Referrers Setup going into append mode when double-clicking a current record
Clicking Cancel button, pressing Esc or clicking [X] prompts to "Cancel Changes" in Setup screens
GP Setup file was hanging after adding a new one then trying to re-open that record
Removing Recall type in Exam screen now blanks out rcall date automatically
Setup browse screens arrow keys not working unless you clicked in the window
Exams screen now picks up current occupation, GP and categories from the current patient record
Final Rx printout on Exam report printing incorrect Cyl
Removed label "Warranty" from Jobs Cards if no Warranty type set
Included Cost Prices on Portrait Lens Orders for Big W
Stock Arrival allow editing of List Price if not coming from Purchase Order screen for Big W

[+/-]

Release 1.00.02 (July 18 2007)

Inclusion of QOH on Multi-Branch Frame Make Report
New Appointment Audit Report
New Discount Reason Report
New Security options for new Reports
When saving a new Contact Lens Rx it was not remaining on that record
Maximum Diam in Contact Lens Rx increased to 25
Automatic Sentence Casing of Surnames beginning with Mc, Mac or including ' formatting correctly
New option to exclude suburb field from automaticatic sentence case
Finding existing patient from appointments returning error
Expand buttons for Anterior and Posterior in Overview fixed
Stock Returns screen is now non-modal
Patient Email address included in Patient Quick Add from Appointments
Some browses went to record when double clicking in column header
New System Setting option to make Discount Reason compulsory
Cash Book search by Date returning error
Receipt Contact Lens Rx printout formatting fixed

[+/-]

Release 1.00.01 (July 13 2007)

Stocktype field included in Returns Items, Arrival Items & Purchase Order Items file
Introduced Email option for Stock Returns
New fields introduced into Stock Returns file
Changing stock search method during billing in filter field fixed
Entering discount not prompting for security
Receipt standard text was cutting off after 2 lines
Purchase Order Number stored in Stock Arrival file
Total Quantity field included in Stock Returns
Discount Reason enabled in Cash Sales
Stock Transfer jumping to stock search when entering a stock code
Enabled entry of patient telephone numbers in generic Cash Sale
Status field included in Purchase Order and Stock Returns for Big W
Disallow change of list price and stock updating in Stock Arrivals for Big W
Banking Sheet shows Branch Name for Big W
Supplier Code field included on Purchase Order for Big W

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