New to Gensolve for the United Kingdom in version 7.14 (and a recent patch):
Gensolve’s new Online Booking Portal is ready to try!
We invite you to jump on board with the first version of our new and improved Gensolve Booking Portal, to provide your clients with more refined appointment selection process.
As well as our new booking portal, Gensolve brings letters and uploads for specific clinicians, BCTI reports and more. You can check out the full release notes here for GPM 7.14, and the release notes here for the 7.14 patch.
Gensolve Booking Portal – New and Improved.
The long awaited redesigned, reinvented and refined Gensolve Booking Portal comes to the United Kingdom as a first release. With dramatic changes to way bookings are selected and presented, and a focus on fast, accurate bookings the new portal makes your appointments more reliable and your client experience a breeze.
For some more detailed information check out the original release notes for the product and the more recent updates, or feel free to reach out to our team and chat to us further.
You can now sign up and receive your new Booking Portal URL to replace your old booking portal if you wish to be in the first group to test and provide feedback on this new product.
Your Clinicians can have their own Letters and Uploads.
We’ve added a tab within the Provider Details which houses Letters and Uploads against a clinician so that any specific or important items can be attributed to individual providers. This enables you more effectively distribute or reference operational templates and files and removes the need to navigate these items at a group level.
Other key items now available.
Accounting
- When creating or editing a Creditor Payment Batch and viewing the creditor totals you can now order by both the creditor name and payment amount
When creating a new Creditor Payment Batch, you will now get a warning if any creditor has a total amount less than or equal to $0. There is also a new button to remove any creditors that have a total amount less than or equal to $0. - It is now possible to export transactions to Xero using Site Groups.
- A new creditor report called Bank History has been added to provide an audit trail for any changes to a creditor’s bank account.
Process Multiple Commission Batches
It is now possible to create Commission Batches for a particular Template type in bulk, with the addition of a Create All button.
BCTI Details Report
You can now run the new report “BCTI Report”. It provides a list of all appointment charges already included in a Commission Batch. This report includes details such as creditor, Expense’s invoice No, charge type, unit amount, commission percentage/Fixed Rate etc. It can be filtered by Creditor and Management Site, and Invoice Date Range over various time periods.
And more…
- You can now restrict by name when viewing the list of All Clinicians (Providers).
- When creating Quick Appointments there is now a field for saving the Client’s email address. When converting to a normal Appointment, and subsequently creating a new client, the values from the Quick Appointment will now automatically flow through to the new client forms.
More features and fixes.
Although this article lists some of the key new features, there are still many more important improvements and updates you may be interested in.
Here are the full release notes again for more information on Gensolve 7.14.
If you have any questions please don’t hesitate to contact us at support@gensolve.com, or submit a ticket.
