Defect Fixes

Fix Re-Initiate Reminders to prevent incorrect deletion (25504)

The Re-Initiate Reminders now does not remove reminders where they are still within the configured valid recall time period. 

Ability to recall reminders that have been marked as deleted by recall fix (which is a scheduled job) 

Any reminder that has been deleted by 'recall fix' process is eligible to be reinstated for up to 24 months. Previously this period was set to 6 months. 

Settings dialog cleared when updating a different site to login site (25310)

Administration Settings panel for users with access to multiple sites now saves when switching sites.

Diary Day View - Appointments not being displayed when Surgeon type = Surgeon - Affecting availability in Vetstoria (25304)

Vetstoria have reported that the availability differs when having either Saturday/Sunday enabled or disabled. 

Diary module cache updated to use site ID instead of user ID (25292)

The Diary Module cache has been updated to use the site ID rather than the user ID. This change is to prevent loading multiple copies of diary data. This also ensures site level data update results in the cache being updated correctly.

Overwrite option in Code Entry sets treatment Cost, Net and Gross price to 0 (25282)

"In Merlin Code Entry, when the overwrite option is selected for a treatment, the price is not updated when a price update is run. This function is not working correctly and instead, this option sets the Cost Net and Gross values to ""0"".

Able to replicate on internal systems

1. Navigate to Administration > Code Entry > Code Maintenance
2. Select a treatment code 
3. Select ""Edit""
4. Navigate to Pricing Options
5. Select the ""Overwrite"" option and see that Cost, Net and Gross prices are set to 0

NOTE: This does not appear to affect any prices for treatment codes with the Overwrite option already selected previously and those prices remain correct.

Expected Behaviour:  Forced calculation of net, gross etc. values when over-write value is initially populated when ticking overwrite tickbox"

Branch Site Only update for Global Price Update is updating Main Site (25269)

Branch site only option for Global Price Updates now does not update Main site 

Fix Total Net Tax amount (25257)

Resolved an issue on Credits and Refunds where by for non Charity payments it was possible to enter values where the net and vat did not add up to the total.

DOB (1970-01-01 ) is applying to newly registered contacts after modifying (25248)

Modifying a contact which does not have a DOB set now does not result in the DOB being set to 1st January 1970.

Fix Vetstoria integration for booking slots that were made available due to Merlin appointment cancellation (25108)

Vetstoria integration has been fixed to resolve an issue whereby appointments that had been cancelled via Merlin were showing as available within Vetstoria but were failing to book even when Allow Multiple Bookings was enabled.

Composites performance improved for Merlin to Swift integration (25073)

Merlin to Swift integration composites performance has been tuned to reduce average and peak times for calls.

Retail option (overwrite prices) option in Global Price Update now impacts non-stock items (24954)

When running a Global Price Update for Overwrite prices (Retail option) and selecting Stock Items: ALL, the "Non-Stock" items are now updated correctly.

Default surgeon resetting to "All" in Daylists (24558)

Navigating away from Waiting List to another page (Diary, Reception etc) and back to the waiting list returns the surgeon filter to "All" instead of the default surgeon, resulting in extra clicks each time the waiting list is viewed. This affects other lists such as full list, treated, hospital etc.

Surgeon is now remembered when navigating away from the Waiting List and coming back.

Referral History Report showing previous details (25480)

The Referral History report has been updated to show current owner details, previously it was possible for this to show the previous owners details. 

Sales Integration duplications (25326)

Duplications for discounts are now not seen in the Sales by VAT report if a null TaxId is present. This fix is for existing data. MERLIN-25498 will prevent bad data being created in future.

Customer Enhancements

Retain original prescribing surgeon for repeat prescriptions (25284)

Treatment Label Window now shows original prescribing surgeon in the case of repeat prescriptions even if original surgeon does not have access to the site issuing this prescription. In this instance it is now not possible to edit the prescribing surgeon.

If for any reason the original prescribed surgeon does not exist, it is possible to select a prescribing surgeon.

Add support of different unitType to VetImpress Delivery Note integration (25281)

The integration with Vet Impress now supports two unit types; Unit; and Pack.

Using the "Pack" unit type leverages Merlin's Cost per pack information. Packs can be specified by none whole numbers.

Diary Appointment - Book additional appointment from current client/patient (IPP-16)

A new button "Save & Book Next" has been added for creating another appointment for the same client and patient.

Go To Diary option added to Client Appointments view (IPP-17)

A new menu option (Go to Diary) has been added to the right click menu when in the Client Appointments view. This takes the user to the Diary view for the day of the selected appointment.

Daylists - Surgeon Selection is persisted (IPP-26)

The surgeon selection on Daylists is now remembered once initially selected.

Daily Takings -  Allow modification of values (IPP-29)

The Till Takings flow has been updated. Users are now able to retype values after the first submission.

Daily Takings -  Enable negative differences (IPP-30)

The difference field on the Till Takings screen can now be negative if the entered amount is greater than the expected amount.

Daily Takings -  Restrict "To Date" field from future dates (IPP-31)

The "To Date" field now does not allow users to select a future date. If trying to select a future date the following error message is shown "Date selected in this field must be before or equal to xxxx" where xxxx is the last available date.

Daily Takings -  Change behaviour for Closing Till Float (IPP-32)

Changed default behaviour for “Closing Till Float”. It will now default to the same value as the “Opening Till Float”.

Daily Takings -  Attachments not required for zero value payment (IPP-33)

"Till taking" attachments are now optional when the user types 0 into the payment method amount.

Daily Takings -  Allow negative values for amounts (IPP-34)

The "Till Taking" fields now accept negative values to allow for large refunds.

Daily Takings -  Change payment deletion behaviour - Payment view (IPP-35)

On the payment view the application now does not allow deletion of a payment where the payment is dated and timed prior to the latest till takings submitted date and time.

Daily Takings  - Restrict back-dating of transactions (IPP-37)

New formula applied to calculate PMS Cash Receipts in Till Takings: 

Cash Receipts = Cash banked + Cash Donations + Petty Cash Top Up + Closing Till Float – Opening Till Float

Daily Takings -  Rename payment methods (IPP-38)

Payment methods are renamed from: 'Petty Cash' renamed to 'Petty Cash Top Up' and “Description” is now displayed for Non-Cash Receipt payment methods and Other Non-Cash Receipt section.

Diary Appointment - Autofill client and patient details (IPP-47)

When using the "New Appointment" window a new option is available to use the Current Client. If selected the current client and patient will autofill the new appointment summary.

Daily Takings -  Change payment deletion behaviour - Till Takings View (IPP-176)

On the Till Takings view the deletion of a payment is now not allowed where the payment is dated and timed prior to the latest till takings submitted date and time.

Daily Takings - Change payment deletion behaviour - Daily Cash (IPP-177)

Change behaviour of deletion of a payment -  On the Daily Cash View the deletion of a payment is now not allowed where the payment is dated and timed prior to the latest till takings submitted date and time.

Backdated payments show on date of receipt in daily cash (25540)

The Daily Cash tab has been renamed to Daily Cash by Booked Date. The Date field has been renamed to Booked Date on that tab. A new tab Daily Cash by Receipt Date is added. The functionality previously accessed via Daily Cash is now accessible via Daily Cash by Receipt Date. The backdated payment message has been updated to state “Please note, this payment will not appear in the Daily Cash by Receipt Date for today.”