Release Notes

Dashboard

• Added a new widget to the dashboard to show the 10 most recent notifications

Inventory

• Added the ability to schedule containers for upcoming cases/events

• Added the ability for sales and distributor users to request an extension for inventory with assigned due-back dates

• Added the ability to add multiple custodians and catalog IDs when setting inventory search filters

• Added the ability to scan a barcode and when only one matching item is found, the user will be taken directly to that item’s detail page

• Added multiple UI/UX improvements to the Inventory Audits feature

• Added auto-reconciliation features to the Inventory audits, allowing users to automatcally move inventory when reconciling discrepancies from an audit

• Added a “deactivated on” timestamp to all inactive inventory (does not apply to inventory deactivated before the implementation of this feature)

• Added the ability to automatically reset due-back dates on containers based on a predefined number of days after a scheduled case

• Multiple UI/UX improvements to the BOM detail

• Added the ability to create a replenishment request from a container BOM when that container is not stocked to par levels

• Added the ability select product types when associating inventory to a preference card

• Added a validation control that will disable the ability to change a reusable inventory item's billable status (“Reusable” or “Single Use”) once that “Reusable” has been selected.

  • An item can be changed from single use to reusable, but NOT the other way around

Directory

• Added the ability to add new catalog #'s to a product line from the Product Line detail page

• Added the ability to pull relevant manufacturer data from a scanned barcode when creating a new manufacturer (using our GUDID integration)

• Added the ability to select a default email address for sending sales orders and invoices

Reporting

• Added acces to reports for Sales and Distributor roles

• Replaced the legacy inventory export with a new Looker-based inventory stock export and full inventory export

• Removed the legacy Stock Report Scheduling tool

  • This is replaced by the ability to schedule any of our new reports to be delivered via email using any duration

Movements

• Added the ability for an operations user to change the hold status of all items contained in an outgoing transfer

• Added a setting for admin users to require Sales and Distributors confirm to confirm that they have followed company decontamination and other procedures before transferring devices

• Added the ability to change consignment status when executing a transfer

• Added the ability to show a transfer as a “loaner” status transfer

• Added the ability to mark an inventory request as “In Progress”

Users

• Added a timestamp to show when a user last logged in

Release Notes

What’s New

• UI/UX Improvements

  • Improved the calendar view for Events, Transfers, and Requests

    • Added calendar view to Transfers list page

    • Added color coding to match the status of the event, transfer, or request

    • Added Month view

    • Added display on month view for days with multiple events, transfers, or requests

  • Added display of all selected filters onto top level pages, and allow for removal of filters by deleting them one at a time

  • Created newly branded system emails for all activity that generates email automatically, including transfers, PO reminders, inventory requests, and daily digests

  • Added WYSIWYG and emoji support in the comments and note sections for all pages

  • Added UI improvements to the reports page for downloading report file

  • Added new animation to the download icon on reports page to signify a report is ready for download

  • Added a feature that requires a user to type at least 2 characters before executing search query

  • Updated the way new items are added to the directory in the context of creating events, transfers, and requests

  • Updated the UI for the Event details to improve the ability to easily scan and navigate

  • Improved the UI for assigning Manufacturers, Facilities, Physicians, and Procedures on the User detail page

  • Updated the layout of the tops of detail pages so they are easier to scan and understand

  • Updated the markers on the locations map to better accommodate locations with more than 50 items and to link to a filtered list of inventory at that location

  • Added validation to all import functions to ignore blank rows at the end of imported .csv files

• Dashboard Improvements

  • Segmented the dashboard view by Sales, Movements, Events

  • Added ability to save the user’s default dashboard tab

• Events Improvements

  • Added billable total to the top level event details so users don’t need to click into the Devices Used page

  • Updated the UI for selecting and marking devices used in an Event

  • Added Inventory Transfer ID to the Sales Order PDF for any transfers associated with an event

  • Added new flag options for Cancelled events: “Credit Memo” and “Credit Re-bill”

  • Added filters to only display procedures assigned to the physician associated with an event

  • Added Event ID to Sales Order PDF

  • Added a filter to limit available Reps if Facility is selected first

  • Added a selector to “add all items” from a filtered search to the event when marking devices

  • Added ability to automatically initiate replenishment request when submitting an event for billing

  • Added ability to remove all items from an Event at once

  • For Cancelled events, the original invoice number will be retained on the event detail page

  • Added the ability for a Sales user to edit the price of a device with the status “damaged” even if a contract price exists

  • Added the ability to add product lines to an event after the event has been created

  • Added the ability to upload PDF files to the Event details

  • Added 1,500 count limitation to maximum items that can be marked in an event to prevent timeout errors

• Inventory Improvements

  • Moved the filter for “Containers” or “Devices” out of the search/filter modal and onto the main inventory list screen

  • Added the ability to record the date of manufacture for devices to support true LIFO/FIFO kit builds

  • Added transfer date in the Transfer History section of the Inventory detail page

  • Added the ability to add expired inventory to a container from the container detail page to simplify bulk movement of expired items

  • Changed sort order on Container detail to show newly added devices at the top of the list

  • Added the ability to add a device to an existing Event from the device detail page

  • Added the ability to add all items from a search query in the Mark Used Devices screen to a stock adjustment or stocking order event type.

  • Added the ability to choose whether to add containers to the exported packing slip

  • Added week and month calendar view to show all events with Containers assigned, past and future

  • Added pagination to BOM pages to improve display of large bills of material

  • Added the ability to create a BOM from an existing container

  • Added the ability to delete a BOM

  • Added the ability to delete the last import within 48 hours if no action has been taking on any inventory associated with that import

  • Added a warning when import more than 5,000 devices or adding more than 999 of a single catalog/lot

• Reporting

  • Added new columns to Total Sales Report: Event Status, Created By Role, and Region.

  • Added tabbed view to report page to better segment the report type

  • Implemented reporting visualizations using Google Looker Studio reports

• Transfer and Request Improvements

  • Added the ability to “Complete” an inventory request without creating a new transfer. This is helpful if you have partially fulfilled a request but do not intend to send more inventory to the requester.

  • Added Associated Event column to the transfer list table

  • Added feature for requests created by admins that sets ‘requested by’ to the representative on the associated event

  • Added ability to assign/associate existing transfers with a request

  • Added “Saturday Delivery” option to inventory request flow

  • Added non-required field for “RA #” to capture return authorization numbers when necessary

  • Added shipping integration to display detailed tracking information on the transfer detail pages

  • Added ability to filter Transfers and Requests by Event Name

• Location improvements

  • Added 2 new columns to the locations list table: “Loose items” and “Containers”

  • Updated the Location Marker display for locations with more than 50 inventory items

• Directory Improvements

  • Added a new Directory entity for Regions to support regional sales reporting and the new Regional Manager role

  • Added the ability to include “modifiers” such as “lateral,” “right,” etc. to any procedure added to the system

  • Added the ability to search for a physician by NPI number

• User Improvements

  • Added new Regional Manager role to allow a manager view for associated Distributors and Sales Reps

• Notifications Improvements

  • Added the ability to @mention users when commenting in the system. This will send the “mentioned” user an email and an in-app notification

  • Separated the notifications view into three tabs for improved browsing: Notifications, mentions, Exports

• Miscellaneous

  • Added Terms of User acknowledgment to user sign up page

  • Added cookie acknowledgement banner to first login screen

ion: 3.1.3

Release Notes

• Minor bug fixes and improvements

Current Version: 3.1.3

Release Notes

• Minor bug fixes and improvements