New to Gensolve for AEM in version 7.8: Letter template client type fields fill for the 10th future booked appointment, email confirmations for CC and BCC addresses, A5 statement batches now show line details when emailing, new ACC Subsidy Apportioning and more. You can check out the full release notes here.
The release will occur for AEM on the evening of Friday, 24th September 2021. Please note your Gensolve may have disruptions from 9:30pm and evenings over the weekend while we apply necessary updates.
Letter Template Client Type Fields now fill for the 10th future Booked Appointment
Now it is possible to select the new ‘When In the Template Type: Client, all appointment fields related to the 10th future booked appointment now populate data when that merge field is used.
New email confirmations for CC and BCC addresses
When emailing from Gensolve, the verification message “Are you sure you want to send this email to …” now also includes the cc, and bcc recipients.
A5 Statement Batches now show line details when Emailing.
For Statement Batches which are created in A5 format, the details now show when emailing the attachments.
Client Appointment Service Charge Detail Report.
You can now export the Client Appointment Service Charge Detail report to Excel, and creating your own custom exports, which also includes the Client First Name, Known As Name, Client Id, Provider Id, and Site Id.
ACC Subsidy Apportioning.
Based on advice from ACC, when an ACC Band Subsidy is available on a trial, where the subsidy is more than the charge to the client, the subsidy will be applied first to the ACC Aid Subsidy, then the ACC Fitting Subsidy, and finally the MOH Fitting subsidy up to the client charge amount.
Procedure Type Detail report.
You can now export the Client Appointment when exporting the Procedure Type Detail report to Excel, you now have the option to include the following fields: Room Name, Client Home Site, Hearing Loss of Client, Referral Source of Client, Appointment Created By (User), Appointment Created Date, Cancellation Reason, Reminded, and Client DOB.
Although this article lists some of the key new features, there are still many more updates including but not limited to:
- You can now auto generate Tag numbers for Fixed Assets.
- Event Templates no longer have an error when no offset is entered
- Repair invoices not attributed to a clinician now post to Xero
- You can now specify a negative amount on a Product added to a Trial
- For Cash Sales, the other details text from now shows on the bank reconciliation screen
- You can now duplicate existing Miscellaneous Bank transactions
as well as further detail on the points above in the full release notes.
Here are the full release notes again for more information on Gensolve 7.8.
If you have any questions please don’t hesitate to contact us at firstname.lastname@example.org, or submit a ticket.