DQB 1.57 January Release
The full release notes are posted on our website www.mainstreetsystems.net in the Support/Quarterly Releases tab. along with a short guide on downloading. Those with an up-to-date service agreement can call for the latest authorization codes when ready to download. Here are the highlights of this release. The following are available for both the starter and standard versions of DQB:
Marking Cases as Shipped in Case Entry The primary way to mark multiple cases as shipped has been through the QC and Ship option in the Cases menu. For those who would like to mark just one case, we have added an option for this in the Case Entry and Case List action. Once a case is saved, next to the Tracking field where you can scan or enter the shipment tracking number for the major delivery services is a button QC/Ship to also mark the individual case as shipped.
The Actual Date/Time Shipped field will be set to the current date/time. Note that for the delivery services such as UPS and Fedex that provide online tracking, the specific pickup, transit and delivery date/time will be available from their website. Also note that the Ship Date at the top of the case entry screen is the planned ship date. The Actual Shipped Date/Time is a separate field. When entered, this will be displayed in the Case Activities frame. Add Case Barcode to the Cases Shipped Report The barcode for the case number will be in 39 (also called 3 of 9) format. You do not need to have the Barcode Case Tracking supplement to have this barcode printed on the report. Customers by Ship Method List In Basic Lists/Print Lists is a new option to list Customers by Ship Method. You can choose to list all ship methods or select one ship method. Additions to Case Settings to Disable/Require Entry Fields In Options/Case Settings for the Disable/Require Fields set, we have added: - Class (NOTE: Always coordinate this with QuickBooks classes.)
- Adjustment Reason
- Remake Reason
- On Hold Reason
We have also added an option to hide the Prescribing Doctor field. This field has been primarily used by those who have not used jobs in QuickBooks for the individual doctors in group practices.
Case List: Convenient Reset for Criteria In the Case List, you can find cases in a variety of ways, some simple, others with multiple criteria. We have added a convenient Reset button to completely clear the criteria from your prior search and give you a clean slate to enter your new criteria. Improved Patient Matching in Case Entry In Options/Case Settings you can click on the indicator for: Prebooked/On Hold/Out for Try-In Patient Match. Show auto-complete matches under the case entry patient name textbox when typing. You can also indicate that you want to search On Hold cases for the doctor with a matching patient name. If the above are clicked on, once you enter 3 or more characters in the patient name field, the program will display a frame with cases that have one of the designated case statuses. The columns shown will help you to determine if you already have a case with a matching patient name. If you determine that one of the cases matches the case at hand, you can choose to switch to it for the current case and continue on with your entry. There is also an option to show the Prior Patient Search button in Case Entry. If shown, you can click to provide for entry of a full or partial patient name and a choice between matching at the beginning or anywhere in the name. This will generate a list of matching patient names. You can select one name to insert into your current case. Invoice Register Added to Starter The invoice register that has been available in the standard version has been added to the starter version. You can show or print the register for one customer or all customers for a specified invoice date range.
The following are available only for the standard version of DQB:
Transfer Customer Auxiliary Information from Another Account This new feature is available from the top right of the DQB Customer Center screen. It was designed to provide convenience for transferring preferences to multiple doctors in a group practice, but can be used for any other situation. You can choose to transfer preferences by work center, general preferences and preferences by item, as well as customer alerts and notification schedules. If text already exists for any of these, you can choose to append or replace it with the transferred text. NOTE: We have moved NOTIFICATIONS from the Customer Center to the Main Menu for those who have licensed the Notifications supplement.
See the topic below for further details.
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