Release V5.7.4

Pulse Updates

 

Custom Field Editing in Transaction History Report

We've improved the functionality for editing custom fields in your Transaction History reports.

What's New:

Enhanced editing capabilities for Scan Out custom fields directly within the Transaction History report.

Improvements Include:

• Edit custom fields even when no value was initially selected - you no longer need to have entered a value during the original transaction to edit it later
• Proper field type support - the edit interface now matches your custom field configuration:
  • Text fields display as text boxes for manual entry
  • Dropdown fields display as selectable dropdown menus
• Consistent editing experience - whether you're adding a value for the first time or modifying an existing one

How It Works:

1. Navigate to your Transaction History report
2. Locate the transaction you want to edit
3. Click to edit the custom field value
4. The system will present the appropriate input method based on your custom field setup (text box or dropdown)

Where You'll See This:

This enhancement applies to Scan In/Scan Out custom fields visible in the Transaction History report. The edit functionality works the same way on individual transaction edit pages.

This update provides more flexibility for correcting or adding custom field information after transactions have been completed, improving your ability to maintain accurate records.

 

 

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Purchase Order Location Editing

We've added the ability to edit the delivery location on your Purchase Orders during specific stages of the ordering process.

What's New:

You can now modify the location for Purchase Orders in the following statuses:

• Create
• Placed
• Awaiting Approval
• Approved

How to Edit PO Location:

1. Open your Purchase Order
2. Click "Make Changes" within the PO
   
   
3. Select the new location from the dropdown
   
   
4. Click "Save"
   
   

Important Status Changes:

• Placed Orders: After editing the location, you'll need to put the order back into "Placed" status
• Approved Orders: After editing the location, the PO will need to go through the approval process again

Integration Limitations:

Please Note: If your organization uses supplier integrations (Punchout or EDI), you cannot edit the location once the Purchase Order has been placed.

This is because integrated orders are automatically submitted to your supplier's system. Any location changes for these orders must be handled directly with your supplier or the order must be canceled through the supplier's system.

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Retina Purchasing Report

We're excited to announce the addition of a new Retina Purchasing Report to help streamline your ordering process!

What's New:

A powerful new report designed to provide intelligent purchasing recommendations based on your appointment data and patient treatment history.

How It Works:

The system analyzes your upcoming appointments and reviews previous patient treatments to suggest what products you should order. This data-driven approach helps ensure you have the right inventory available for scheduled patients.

Where to Find It:

• Navigate to Reports
• Select Retina Purchasing Report from the report name column to load