Release Notes

General

• Several general UI updates to the Beacon Web App to improve workflos and user experience

• Adding a New AI navigation item that includes access to:

  • Support Chat bot that leverages our knowledge base to answer how-to questions

  • AI multimodal function for adding devices to an even using a handwritten or sticker bill sheet

  • AI multimodal function to create an event AND add devices to the event using a handwritten or sticker bill sheet

• Simplified document URLs to make the filenames easier to read to locate the correct item to select

Dashboard

• Added a new widget to the dashboard to display Extension Requests for Loaner containers

Events

• Added the ability to CREATE a new Event AND add devices to the event by uploading an image of a handwritten bill sheet using multi-modal AI

• Added the ability select multiples of select filters in the Events filter controls

• Made backend improvements to Events processing

• Added the ability to make selected comments (1 or more) visible on the printed Sales Order PDF

• Added a new filter to search Events by the Anonymous Patient ID field

• Added a date/timestamp and username to the PO as it is added to an event

• Added the ability for a user to see event details for ANY event they have been @commented in, even if they do not have access to that event

Inventory

• Added the ability select multiples of select filters in the inventory filter controls

• Added email notifications to show when Audit and extension request statuses have changed

• Added Container Reservations to the Container Calendar view

• Added the ability to create Inventory Packs (A package of devices ALWAYS sold as a group)

  • Users can create a catalog ID that is a Pack of Devices

  • Users create a BOM for an inventory pack

  • Using the Pack BOM, items are created and added to the Pack

    • The Pack and Its devices have their own catalog numbers and lot numbers, but ONLY the Pack is charged for, based on pricing of the pack

Reporting

• Added the ability for Admins to HIDE visualization reports on a user-by-user basis

• Added a report for Inventory Optimization and Performance in the Requests Page.

  • This report shows inventory that matches open requests, the distance of that inventory to the requestor, the length of time that inventory has been with the current custodian, and how many times that inventory has been used in a case since being received.

• Added a Revenue Calculator report

  • This report allows admins to model revenue changes if increasing the price of one or more catalog numbers

  • This can be modeled for individual or multiple catalog numbers

  • This can be modeled for individual, multiple, or all facilities

  • This uses historical sales numbers to calculate the potential revenue increase

• Added an Inventory Reconciliation report

  • This report allows you to see inventory changes using start and end date parameters

  • This report shows the following:

    • Starting active inventory

    • Total invnetory added

    • Total inventory deactivated (removed/sold)

    • Ending active inventory

    • Inventory quantities added by Import and by manual addition

    • Inventory quantities removed by event and by manual deactivation

• Updated the Container Turn report to include BOTH containers AND loose (reusable) devices

Movements

• Added the ability to fulfill an inventory request FROM a Sales rep with shared distributor inventory by sending the transfer TO THE DISTRIBUTOR, instead of the requesting Rep

Users

• Added the ability for Custodian Only users to log in for a Read-Only view of their account

Notifications

• Added an automated job to remove all notifications older than 1 week

Release Notes

General

• Performance improvements for multiple application components

• Code refactoring and code cleanup

• Framework and library version updates

Events

• Hid the “All Sets Confirmed at Facility, Ready for Use” checkbox when it is unchecked AND inventory has been marked in the event

• Increased the number of items that can be simultaneously removed from an event from 50 to 1,500

• Added the ability to “Add New” inventory for AI Parsed items that have a catalog # in the system but are not found in the custody of the event rep.

• Added the ability to “select all” inventory if a user is filtering by a single container, allowing them to select all items inside the container at the same time.

Users

• Updated the Regional Manager role to allow them to create in-feld transfers for their reps and distributors, and create cases and events for their assigned regional users

Release Notes

Events

• Added AI-based feature that allows a user to upload an image of a hand-written bill sheet and have the devices used automatically assigned to the event in ConnectSx

• Added a filter to show Cases that have used “Facility Stock Inventory”

Inventory

• Backend improvements to performance for queries looking for similar inventory (same catalog/lot combination)

Directory

• Added a timestamp in Facility Detail to show the date/time “Pricing last updated”

Reporting

• Added report to show admin and operations users all Loaner containers*

*Pending release

Release Notes

General

• UI Improvements to page-level navigation to be more consistent across the platform

• Removed auto-search from all sections in the app. Search is now triggered by clicking submit after entering text *or* by changing a filter

• Implemented multi-language support for English, French, German, Spanish, and Vietnamese

• Added currency support for $NZ (for default Org currency)

Events

• Added a QR code to the Sales Order to allow anyone with the bill sheet to enter the PO without logging in

  • Person scanning the QR code is taken to a non-authenticated page to add PO Number

Inventory

• Integrated UDIdentify functionality into the Console to allow you to add inventory into the system by scanning UDI barcodes

  • UDIs must be known to FDA GUDID in order to be successfully imported

  • Current version required one scan per device. Future versions will allow changing the quantity manually

  • NOTE: This is a premium feature. Please contact us for details on enabling this feature for your account.

• Added a feature that will store imported catalog descriptions if a catalog description does not already exist

Movements

• Added a feature to Inventory Requests that allows a user to indicate which requested items have not been included in the transfer

• Added a feature to the Transfer packing slip that shows which requested items have not been sent (backordered)

• Added a feature to the Transfer packing slip that includes QR codes to allows anyone with the packing slip to scan using their phone and accept or report an issue with the transfer

  • Person scanning the QR code is taken to a non-authenticated page to accept or report issue

• Added a setting to allow a user to add additional devices to a replenishment request

• Added a feature to allow an admin to send an email notification to a facility contact when inventory is being shipped direct to the facility

• Added the Preference Card reference to the Inventory Request detail page

• Added a feature on Transfer Detail pages to allow an admin/operations user to mark the transfer as “Shipped”. Transfers are automatically marked “Shipped” when a tracking # is added.

• Added the ability to change a shipping address on a transfer BEFORE the transfer is marked as “Shipped”

Directory

• Added “Credit Hold” flag to facility detail page. When on Credit Hold, cases cannot be assigned to those facilities until the hold is removed

Reporting

• Added report to the Requests page for “Partially Fulfilled Requests”

General User Settings

• Added a setting to allow an admin to automatically send bill sheet to Xero or Quickbooks when PO is added OR when case is submitted for billing

Release Notes

What’s New

• AI Enhancements

  • Add AI support to auto-fill the most frequently used values in Event details, including event type, procedure, etc.

Release Notes

Events

• Added a new “Board” view on the Event list page to allow users to display all events grouped in columns by event status

• Added a field in the Comments section that allows a user to add other users to be notified when comments are added to an event.

  • Comments are visible to all added users, even if they don’t have access to the event details.

• Added flag that will show when a price has been changed by any user in the system (currently only displays when a rep changes a price)

• Added the ability to change the rep assigned to a case

  • The rep assignment can be changed only before inventory has been added to the case

• Added the ability to assign a Preference Card to a Case

• Added the ability to generate a quote automatically from the assigned preference card

  • If the preference card is added when the case is created, the quote is generated automatically. If it is added after case creation, the quote can be generated by clicking a button in the Quote section of the Case

• Movements

  • Added a new “Board” view on the Transfers and Requests list pages to allow users to display all events grouped in columns by status

  • Added a feature that allows users to auto-select inventory when fulfilling a request

  • Updates to the Transfer logic that prevents a sales user from accepting a transfer they initiated

  • Request Recipes are being upgraded to Preference Cards

    • The Request Recipe link will be available until February 1, 2024. After that date, Preference Cards will only be accessible from the Directory menu

  • Added a feature that will automatically assign product lines to users IF an admin sends inventory a User that is not current assigned to that product

  • Added a feature that will automatically add all Rep assignments to a distributor when the Rep is added to that Distributor group

  • Added the ability to assign custody when creating inventory in the “Receive Inventory” workflow on a Request made from an Org to a supplier

• Inventory

  • Layout improvements to the exportable device list for containers

• Messaging

  • Create a new Messages interface that is sticky at the bottom right of each page to display user-specific comments from Cases

• Directory

  • Added an optional “Alternate Catalog ID” for facility prices list to help manage differences between master data and system price contracts

  • Added a field to the Facility Detail page to let Admins set and track facility contract renewal/expiration dates

  • Added Preference Card section, moved the Request Recipes to this section, and added a new “Additional Preferences” field

  • Added a new “Cards” view on the Physicians list page to display all physicians in discrete cards

  • Added “External Integration ID” fields to Physicians and Facilities detail pages to support integration with external systems (i.e. ERPs, etc.)

• Reporting

  • Replaced the legacy Data Export reports with new Visualized tables

    • Historical reports generated PRIOR to this launch will be available until February 2024. Please download any previous reports by January 30, 2024.

• User Controls and Settings

  • Added a setting to the Facility Detail page to allow the Invoice to be automatically sent once the PO has been entered

  • Added a timestamp on the User Detail page to show the last login for that user

  • Added a setting on the Facility Detail page to show the new alternate catalog ID (in addition to the canonical catalog ID). This is off by default

  • Added an optional field to the Distributor detail page for “Company Name”

Release Notes

Inventory Improvements

• Add a feature to allow an operations user to assign an inventory audit to other users in the system, including sales, distributors, or other operations users

• Add a feature to allow users to complete assigned inventory audits

• Movement Improvements

  • Add a feature to allow you to assign custody to inventory being added through the “Receive Inventory” function on Inventory Requests made FROM the Org TO a supplier

Release Notes

What’s New

• User Controls and Settings

  • Add a setting to allow Admins to turn OFF email notifications for Inventory Transfers

  • Add a reply-to email on all transfer and request emails as the sending user’s email address

  • Add a setting that allows the Admin to auto-trigger sending the Sales Order to the facility contact when the event is submitted

  • Add a setting that allows an admin to auto-send weekly PO reminders to the facility billing contact email address

  • Add a new section for easy access to version numbers and release notes

  • Allow admin user to turn off Inventory Request email notifications

• Inventory Improvements

  • Improve the Inventory Import to pull catalog # descriptions into the Product Catalog master data if a description does not exist for the catalog # being imported

  • Add the ability to enter a “Lead Time” in weeks for each catalog item in the item master list, allowing for better alerts and reports for reorder points

• Event Improvements

  • Add new filters to Mark Used Inventory in Events so a user can more easily find the inventory they need by filtering to specific assigned containers

  • Allow items marked with Facility Stock to be added to a Stock Adjustment by an Admin

• Directory Improvements

  • Add a feature to mark a Facility as International and then use that designation as a filter

  • Add a feature that adds a new contact record for a Facility IF the user sends the Sales Order Email to an unknown contact (a contact not already in the system)

  • Add the ability to add additional contact details to Manufacturer records

• UI/UX

  • Improve the layout and navigation of long pages by using collapsed accordion sections

• Reporting

  • Remove visualizations from the Reports section and integrate them directly into their contextual sections. Sales visualizations are now on the Events page and Inventory visualizations are on the All Inventory page

  • Added new downloadable reports for Directory and User data

Release Notes

• Integrations

  • Added a new integration with the Xero financial software

• Improved Visualization Reports

  • Updating the core infrastructure of our Visual Reporting infrastructure to improve overall capabilities.

• Event Improvements

  • Added the ability to mark an event “PAID” from the Event list screen

  • Added the ability to create new inventory while marking items as used in an Event

  • Added the ability to CC a second email when sending the Sales Order email as attachment from inside the system

• Inventory Improvements

  • Added ability to bulk release items from containers

  • Added search tags field to items in the Catalog

  • Added the ability to remove an expiration date from an item (Item must not have a UDI with an Expiration Date entered)

  • Added the ability to create a request recipe based on a Bill of Materials

  • Added the ability to add an image of a container to the exported device list PDF from that container

  • Added a feature to display which catalog numbers are preventing more complete sets from being built in a BOM

• Movement Improvements

  • Added the total # of an item that is available to the transfer selection screen

  • Expanded the max amount of an item that can be added to the transfer to the total # available

  • Added the ability to select who inventory is being transferred FROM without first selecting their role

  • Added the ability for any Admin to modify a transfer, not just the creator

  • Added the ability to view the total number of items selected before creating a transfer

• Settings Improvements

  • Added a manufacturer setting that when turned on automatically sends a copy of the sales order form to the manufacturer when an event is submitted

• UI/UX Improvements

  • Implemented design improvements to multiple interfaces across the platform

  • Improved search function on Mobile to allow more time to type search terms before executing query

  • Added ability to apply “Exact search matches” or “partial search matches” in your list searches

• Bug Fixes

  • Fixed a bug that caused catalog numbers with more than one assigned product line to show more than once on the “Requested” tab in the inventory request workflow wizard

  • Addressed an issue that prevented inventory tags created on import from displaying in the auto-complete dropdown

  • Fixed an issue that caused the “Next” button to be active in the “Create Inventory” flow before all required fields were filled

  • Fixed an issue in the Inventory request Purchase Order PDF that caused items assigned to multiple product lines to display more than once

Release Notes

What’s New

• Improved Visualization Reports

  • Updating the core infrastructure of our Visual Reporting infrastructure to improve overall capabilities.

• Event Improvements

  • Deprecating the ability to print a consolidated invoice for manufacturers

  • Saving the last known setting for filtering devices to items in a user’s custody when marking inventory

    • This is designed to help distributor sales rep that have visibility into their distributor inventory stock

  • Updated email text when sending sales order PDF using the integrated email function

  • Additional improvements to Sales Order PDF to further streamline data and layout

• UI/UX Improvements

  • Implemented design improvements to multiple interfaces across the platform

  • Improved search function on Mobile to allow more time to type search terms before executing query

Release Notes

What’s New

• Integration Improvements

  • Adding the ability to map Event Date to a custom Quickbooks field, as well as showing the names of your Quickbooks custom fields in the UI

    • NOTE: there are significant limitations to the way Quickbooks allows data mappings. You can learn more about those limitations here.

• UI/UX Improvements

  • Adding new labels to indicate if an Operations user is an “ADMIN” (can change user settings for other operations users) or “OPERATIONS” (can perform current admin functions but CANNOT change any other user’s permissions)

  • Adding the ability to select which columns a user displays on various list pages

  • Improving the visual indication of invalid or missing fields

• Event Improvements

  • Adding the ability to create and share a “quote” prior to inventory being marked in an event

  • Adding the ability to use the Event Quote as a device use filter to more quickly find inventory to mark as used in the Case

  • Adding the ability to “auto-add” items to an event by scanning barcodes. Scanned items will add exactly 1 of each matching item scanned

  • Adding a checkbox to events in the Pending Payment state “Processed” and an associated filter to view events by “Processed” and “Unprocessed”

  • Making improvements to the Sales Order and Invoice PDFs to make information more consolidated to reduce number of pages in the PDF

• Inventory Improvements

  • Removing the “Auto Refill” button from line items in a container/BOM. “Auto Refill All” will still be available

  • Adding a new filter to show catalog items that are “in stock”

• Inventory Transfers and Requests Improvements

  • Adding transfer acceptance details to the packing slip PDF

  • Adding the ability to for a user to export a packing slip that shows all items or only containers

  • Adding the ability to auto-add items to a transfer by scanning barcodes and automatically adding 1 of any matching item

  • Adding the ability to name transfers (transfer will still be automatically named based on items included but can be overridden with any custom name)

  • Adding the ability to “Complete” an inventory request that has only been partially fulfilled or received

  • Adding the ability to add/remove items from a request that was created using a request recipe

  • Adding a visual indicator when a request is for replenishment

  • Adding the ability to add a Reps name and address when making an inventory request from a supplier that will be drop-shipped to a rep and NOT sent to the Org

  • Allowing transfers that encounter errors to be cancelled and inventory released

  • Adding a chip to show numbers of days until expiration for all devices that are being selected for transfer

• Users Improvements

  • Adding the ability to upload documents to the user detail page (distributor contracts, etc.)

  • Adding the ability to assign locations to Distributors and Sales Reps to limit location visibility for those users

  • Adding a setting that let’s admin allow sales reps and distributors to change the price of any item, even if there is a facility price associated

  • Adding a setting for admins to require patient stickers and/or device labels be added to a case before it can be submitted for billing

• Directory Improvements

  • Adding the ability to assign reusable Global Price sheets to facilities

  • Adding the ability to deactivate BOMs

  • Adding the ability to deactivate locations

  • Adding the ability to deactivate Request Recipes

• Bug Fixes

  • Fixed a bug that created the potential for inventory conflicts when multiple admin users are executing transfers simultaneously

  • Fixed a bug that was caused some users to get an error on login, prior to successful login

Release Notes

What’s New

• User Improvements

  • Adding several available settings to allow Admin user to restrict feature access by individual user and user role.

Release Notes

What’s New

• UI/UX Improvements

  • Improved the process and experience for “Saving” changes to be more consistent across the platform

  • Added filters to the device search workflow when adding devices to containers

  • Improved the process for selecting inventory in Events and Transfers

  • Added a feature to retain selected number of items to display for list pages, and apply that as the default item display across all pages

• Event and Case Management Improvements

  • Improved the layout of the “Create Event” modal to surface date in formation that is currently “below the fold.”

  • Added cell background color on the Devices Used page in the Event detail to visually separate used devices from one another

  • Added auto-creation of Event Name using the convention: {event_date} - {event_physician} - {event_facility}. Name is ONLY auto-created when the name field is left blank when saving the Case. The auto-created name can be edited by the User at any time.

  • Streamlined the Sales Order PDF to take up less space, removed white space, and reduced text size to decrease the overall size of the Sales Order Form.

  • Added an option to Download the Sales Order PDF without the “Ship Replenishments To” section

  • Added the ability for a Sales User to modify the price of a device with an associated contract price if the status is “In/Out” or “Damaged/Waste”

  • Added the ability to copy a previous case to speed up the event creation process

  • Added a visual indicator for inventory in distributor custody when that inventory is being shared with associated reps in that distributor group

• Transfer and Request Improvements

  • Removed Transfer emails from being sent to the Org when an admin creates the transfer from a field user back to the Organization

  • Added a “Items Requested” tab in the transfer workflow when fulfilling a request to simplify access to the list of items requested

  • Added the “Ship To” fields to the request workflow when the Org is requesting inventory from their suppliers

• Reporting Improvements

  • Added a selector for Distributor Group to the Case and Sales reports

• Notifications Improvements

  • Added an automated job to remove all data exports older than 90 days

  • Added an automated job to remove all non-export alerts after 5 days

• Bug Fixes

  • Fixed a bug that caused procedures to be displayed in duplicate in the procedure dropdown on the Events page for some users

  • Fixed a bug that prevented the name of the Organization to be displayed in the Daily Digest email

  • Fixed a bug that prevented the removal of Request Recipes from an unsaved inventory request

Release Notes

What’s New

• Integration Improvements

  • Added a premium Quickbooks integration that supports mapping data fields to custom Quickbooks invoice templates

• Inventory Transfers and Requests Improvements

  • Added the ability to select a ship-to address during the transfer creation workflow

• Users Improvements

  • Added a security restriction to limit Sales Reps to only be assigned to a single Distributor

• Directory Improvements

  • Added a security restriction limiting the size of Facility Price List uploads to 1500 lines

• Bug Fixes

  • Fixed a bug that was providing incorrect case totals for cases with multiple transfers associated

  • Fixed a bug that was causing the “save” button to behave inconsistently on event pages

Release Notes

What’s New

• UI/UX Improvements

  • Improvements to the Dashboard widgets, including the ability to add up to 5 users to compare totals sales

  • UI improvements to Create Inventory workflow

  • Updated data and time fields on the Event detail layout

• Reporting Improvements

  • On Total Sales reports, added grouping by distributor

  • Added new filters to Inventory Export from Reports > Data Exports page to allow for exporting of Containers only, Expired inventory only, Overdue inventory only

  • Added column to Case Report to show request and transfers associated with events to simplify identifying when cases were cancelled after inventory was sent

  • Added Container Catalog ID to Container Turn report

  • Added “Started by” column on the Inventory Export history to show who initiated the export

  • Updated report UI to allow users to select the current day. Note: For companies with a international business, user-specific time zones can impact what items are included in the current day

  • Added Created By column to the inventory export.

• Transfer and Request Improvements

  • Added feature to send an automated email to the Transfer Recipient when inventory is being sent

  • Added the ability to define one or more email addresses as recipients for the Inventory Request Notification email

  • Added device description to the item search list when requesting loose inventory

• Event and Case Management Improvements

  • Added feature to save username and date of users Cancelling or Reopening events. Note: Only most recent re-open will be recorded

  • Added ability to search Return events by RA# defined in event

  • Added Column in Event list to show if an invoice has been sent

  • Added new filters to show events by Invoice Sent, Invoice Paid, Commission Paid

• Inventory Management Improvements

  • Added “requested by,” “ship to,” “need by,” “event,” and “facility” information to the Pick List PDF

  • Added “Warehouse location” column and data to the Pick List PDF from the Inventory Request detail page to help operations personnel pick, pack, ship

  • Added a feature to the Container detail page when using “Auto Refill All” that will provide a printable pick list with all items added to the container to simplify the pick and restock process

  • Added filter to find inventory based on assigned BOM.

• Product Catalog Improvements

  • Added “Warehouse Location” field to Catalog Record detail to allow admins to define a specific warehouse location where those items are shelved

  • Updated Product and Catalog list pages to expose the “Active” and “Inactive” filters at the top level

• Directory Improvements

  • Added an icon to Facility list page to identify when facility pricing has been added. Note: This icon will display as soon as at least one price has been added to the facility

  • Added a filter to the Facility list page to allow filtering by “has facility pricing”

Release Notes

What’s New

• UI/UX Improvements

  • Replaced the “Grey” theme with a high-contrast “Dark Blue” theme

  • Added a visual User Tree to show how users are related to one another and their associated distributors and managers

  • Made improvements to the “Quick Lookup” widget on the Dashboard

  • Updated the Recent User Activity view in the User detail page

  • General improvements to saving and cancelling across portions of the app

• Reporting Improvements

  • Updated the Transfer Report to include one line per matching catalog/lot included in a transfer, to make it easier to audit movements at the individual lot level

  • Added a tab for Inventory Exports from the Reports > Data Exports section to make it easier to run simple (unfiltered) exports while managing other reporting tasks

  • Updates Cases report to include ALL case statuses, including Open and Cancelled

• Transfer and Request Improvements

  • Added the ability for user to make a request from a Request Recipe even if the event doesn’t match the physician and procedure assigned to the original recipe

  • Streamlined and updated the Inventory Request workflow to be more consistent with other ConnectSx workflows

  • Added support to the inventory request process to account for Product Modifiers, allowing users to select from multiple available versions of a product line without the need to create multiple individual products in ConnectSx

• Event and Case Management Improvements

  • Added bulk updating of matching inventory items in the Devices Used list on the Event Detail page

• Inventory Management Improvements

  • Added the capability to assign a pre-existing catalog ID to a container IF there are NO Inventory Items currently associated with that catalog ID

  • Added a max limit of 500 items to containers to improve overall performance when loading, creating, and transferring containers.

  • Re-implemented the Containers Possible to the BOM page to show users how many kits can be created for a given BOM, given inventory in stock

• Product Catalog Improvements

  • Added the ability to assign “Product Modifiers” to product lines, supporting the notion of product families and product line variations (PEEK, MIS, Non-Sterile, etc.)

  • Added the ability to add and remove product lines from individual catalog items. All catalogs will require at least one associated product line

• Directory Improvements

  • Improved the UI for saving States to Facility Records

  • Added a new field to capture the Country when a state/province is selected

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

• • vigation item “Movements,” that now includes Transfers, Requests, Request Recipes, and Locations

  • Exposed all status pills in the inventory list page

  • Increased the visibility of required fields in various forms

  • Changed various labels to improve clarity

  • Changed the “Assignments” section on the User detail page to improve the way directory items are viewed and assigned to users

  • Added tooltips on items with long description in events, transfers, and inventory to allow users to see the entire text on hover, without clicking into the individual item

  • Added “# of items in container” display in right column of Container detail

  • Updated text on various error and status messages

  • Added an alert icon with hover text in various locations to inform users of any exceptions found for the item being viewed

  • Updated the address section in Organization Detail page to include separate fields for each address item (City, State, Zip)

  • Added type-ahead search when adding tags to inventory to make it easer to re-use tags

  • Added cross-linking from the BOM page to the catalog item page

  • Changed “Closed” status for all events to “Pending PO”

  • Changed “Completed” status for all sales events to “Pending Payment”

  • Moved BOM details to their own separate page

  • Added new filters and search criteria for various page searches, including:

    • Filter by Event ID on Event list page

    • Search by catalog, lot, or container on the Locations page

    • Filter by Import Name on Inventory List page

  • Complete mobile style redesign to align with new Console redesign

• Settings, Directory, and Configurations

  • Added “Shipping Address” section to Manufacturer detail pages

  • Added a feature to allow Admins to set/update a form number for Sales Order Forms

  • Added a new setting to allow an admin to force a user to add notes when a device is marked “In/Out,” “Missing,” or “Damaged” in an Event

  • Added the ability to assign 1 or more locations to Facilities in the directory

  • Added searchable Tags to the physician detail page

  • Created the functionality to add item Par Levels to a Facility using a catalog number, a facility, and a location.

• Inventory Management and Details

  • Added a feature to update consignment status and location of all assigned inventory when the consignment status or location of a container is changed

  • Added the ability to add and remove containers to a BOM from the BOM Detail

  • Added the ability to auto remove items from a container to fix an overage based on an assigned BOM

  • Created an Inspection workflow for devices and containers that tracks inspection status and history

  • Created a set checkin workflow to process containers returned from the field tracking checkin status and history.

  • Created a link between individual inventory items and the import that created them

  • Added a filter to allow you to search inventory by the import they are associated with

  • Added “Created On” date column for all inventory items in the Inventory Export report

  • Added a calendar view in the Container detail to show assigned events, past and future, that the container was used in or has been scheduled for

    • Current functionality requires future events are assigned to the same user as the current custodian of the container

  • Product lines with no associated catalog numbers are not available for selection when requesting loosed devices

• Reports and Data Exports

  • Added CSV export for Container Device List

  • Created a new Container Turn report

  • Created a new Transfer Report

  • Created a Facility Par Level Report

  • Added the ability to download a CSV of current pricing for a given Facility

  • Added “Commission Total” to the Commission report

  • Added a column for “Invoice Sent” and a timestamp to the Total Sales Report

• Alerts and Notifications

  • Improved error messaging in various locations to provide additional clarity

  • Added data labels to all automated PO Reminder emails

  • Added new Flags/Chips to various items across the platform, including:

    • On the Container Detail when a Container does not match its assigned BOM

    • On the Event Detail when a marked item does not have a corresponding facility price

    • On the Transfer Detail and Transfer List when the transfer sender and recipient are both sales/distributor user types

• Inventory Adjustments and Auditing

  • Added a new Event Type for Stock Adjustments

  • Added a new section to the BOM detail page that shows how many items are in stock for each item associated to the BOM, how many containers can be created with those items, and how many Complete Containers can be created from the specific BOM, given all devices available

• Integrations

  • Added the ability to send to Catalog # to the Quickbooks SKU field if that field exists in customer’s Invoice template

• Events

  • Added a setting that allows an Org to bill any manufacturer in their account as the default organization

  • Added a feature to prevent expired items from being added to specific Event types: Case, Loan, Stocking Order, Subscription, Trial

  • Added a check box allowing field user to confirm “All devices at Facility, Ready for Use”

  • Added the ability to reverse the sort order of the Device Usage list in the Device Detail page

  • Added a feature to allow a user to remove a PO number from a previously closed case (Removal returns case status to “Pending PO”)

  • Added option to bulk mark all items in an Event as “No Charge”

  • Added ability for user to select future date in the Event Date filter

  • Added flag next to any item “Devices Used” of an Event tab without a corresponding Facility Contract Price set.

• User Roles

  • Added a user role “Custodian Only” that allows organizations to have non-licensed users who can hold custody but not log into the system

  • Added the ability for Distributors to view sales reports for the Sales users in their group

• Inventory Transfers and Requests

  • Added the ability for an Admin to associated existing Transfers with existing Inventory Requests

  • Added the ability for Admins to reset Due Back dates without transferring inventory

  • Added the ability to set Due Back dates in the transfer workflow

  • Added the ability for an admin to modify items inside a pending transfer (remove/add)

  • Added the ability to fulfill requests with unlimited Partial Fulfillments

  • Added the requirement that items added to a container through a transfer will inherit the location of the container they are transferred into

  • Added a calendar view to the Request List page that shows items by the assigned “Need-by” date

  • Added the ability to add a tag to inventory during the transfer process

  • Added the ability to assign a new location to all devices during the Transfer workflow

  • Added the ability for a user to signify “Implants Only” or “Instruments Only” during the Inventory Request process

  • Added the ability to select the quantity being transferred from the Select Inventory screen in the Inventory Transfer Wizard

  • Re-arranged the data columns on the Review screen of the Inventory Transfer Wizard

  • Added ability for user to create a new event during inventory request creation

  • Added ability for non-logged-in users to create inventory requests using a custom link

  • Added ability to manually enter ship-to address when making an inventory request

  • Added a “Field Transfer” flag when transfers are executed between sales and/or distributor users (non-org transfers)

Bug Fixes:

• Fixed an issue that prevented NOTES from the Quickbooks template from being retained when data was exported from the Console

• Fixed a filter issue when using Facility Stock items in a Case that prevented those items from showing as “Used” until the case was closed

• Fixed an issue that prevented some users from selecting an item by its search tag in an event or transfer

• Fixed an issue that prevented the system from ignoring capitalization on the user’s email address during the User Invite process

• Fixed an issue that caused the site to direct some users to an error page while generating sales reports

Release Notes

released 6/28/2022

What’s New:

• Added the ability to assign loose inventory to a container from the Inventory Request Fulfillment workflow

• Added several flags to device detail pages, including:

  • Low Stock: when product level hits 20% of set Par for that item (visible to Admins only)

  • Back Order: When Items have a product level of “0” (visible to Admins only)

  • Lot Edited: when an admin user edits the lot number of a given device (NOTE: devices with UDIs cannot be changed unless the UDI is also changed to match the new lot number)

• Added new flags to event detail pages, including:

  • Price Edited by User: when a non-admin changes the price of an item in an event

  • Facility Stock Used: when a user selected from inventory marked as Facility Stock in an event

• Added Min an Max quantity fields to the BOM detail

• Added the ability to associate an event of ANY status with a transfer, directly form the transfer workflow

• Added auto-association to events, assigning a container to an event automatically as soon as a device form that container is marked in the event

• Added Auto update to Event status, changing an event to PAID if both the Invoice paid and commission paid checkboxes are checked

• UI/UX updates to Inventory Detail pages, including:

  • Moved Notes, BOM, and Comments fields to the Information section

  • Added support for new special characters to the Item detail

• Added Requested by and Manufacturer filters to Inventory Request search

• Added field for “Need by” date in the inventory request form

• Added the ability to specify a Ship-to address in inventory request

• UI/UX improvements for Container detail pages, including:

  • The ability to release items from a container from within the device list table

  • The ability to auto-refill the entire container using the BOM and LIFO/FIFO selection

• The ability to download a Sales Order PDF without prices

• Made the Notes field optional in the Request and Transfer creation screens

• Added an alert to inform the user if devices with mismatched locations are being added to a container

• Added an expiration column to the device list PDF export from the container detail

• Added cascading updates, changing the location of all items in a container when the container location is changed

• Added the ability to change the selected container assignment in an open inventory transfer

Bug Fixes:

• Fixed a bug that prevented users from transferring items if a “\” was present in the lot or serial number field

• Fixed an issue preventing a user from sending a sales order PDF in a “Return” event

• fixed an issue that prevented some users from being sent the PO Reminder emails

• Fixed an issue that prevented all assigned sales users from being included in the PO reminder emails to a Distributer User

• Fixed incorrect display of commission numbers on the User Detail screen

• Fixed pagination numbering issue

• Fixed an issue that caused the search field focus to be removed in the mark used inventory screen, requiring a user to have to click back into that field after each search execution

• Fixed a bug that was adding an extra character in from of the currency symbol for account using “pounds”

• Fixed a bug that included inactive containers in the Assigned Containers list on the BOM detail page

• fixed a bug that prevented search filters from being cleared on the Events page

Release Notes

What’s New:

• Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day

• Fixed an issue that prevented Sales Order emails from being sent in a “Return” event

• Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users

• Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system

Release Notes

What’s New:

• Complete redesign of UI/UX, Layout, and Color Scheme

• Complete redesign of Reports section and ability to create ad-hoc sales reports

• Added the ability to map locations on import

• Added the ability to set/update locations on inventory transfers

• Updated price field to allow “$0” as valid value for a billable item

• Updated Sales reports to include “Stocking Order” event type

• New notifications to inform admins of the following:

  • When a sales user adds a comment in vTrakr

  • When inventory is expiring

  • When an item drops below set Par level

• Added a timestamp to show the most recent Sales Order and Invoice email

• Added the ability to remove additional contacts from a Facility

• Added ability to add “alternate email” address to a user detail

• Added “inventory type” to inventory detail items

• Improved the Dashboard top selling items widget to include total $ value

• Added the ability to associate a container/tray with an event

• Added multiple admin settings, including:

  • The ability to restrict sales and distributor users from adding inventory

  • The ability to restrict sales and distributor users from deactivating inventory outside of an event/case

  • The ability to restrict sales and distributor users from re-opening events

  • The ability to restrict sales and distributor users from making inventory requests that are NOT associated with an event

• Added a flag to show when a facility contract is complete

• Added a flag to show when a user has been trained and is ready to sell

• Added flag to show when an admin has changed a lot number

• Added description columns to Sales by Catalog and Sales by Product reports

• Added “Additional Contacts” feature to the User detail page

• Added new payment terms options

• Added data matrix barcode option to the barcode image generator

• Consolidated Sales By Product report to show all products in a single cell for items associated to more than one product line

Bug Fixes and Other Items:

• Fixed a bug that prevented inventory IDs from displaying in inventory export csv

• Fixed a bug that allowed users to add the same device more than once to an Inventory Request Recipe

• Fixed a bug that prevented some sales users from seeing request recipes that were assigned to them by an admin

• Fixed a bug that caused the paginated lists of imports to refresh automatically

• Fixed a bug in the inventory search filters that prevented some devices from being returned when searching specific containers

• Fixed an issue that caused some commission rates to be incorrectly calculated in some reports

• Fixed an issue that disallowed inventory with slashes in the name

• Fixed an issue caused some users connecting Quickbooks accounts to get a timeout error

• Fixed an issue that prevented some users from seeing all available inventory when adding to a container

• Fixed an issue that caused the packing slip PDF to break at the wrong place, pushing all devices to the second page

• Fixed a bug that prevented images from being uploaded when using file extensions with all caps

Release Notes

What’s New:

• Improve the workflow and UI for adding devices to an event

• Move the success message location so it doesn’t inhibit moving on to the next task

Release Notes

What’s New:

• Offline mode, to allow users to select Events to be managed when internet and cellular connections are not available.

Release Notes

What’s New:

• Major UI and UX updates to bring vTrakr in-line with the ConnectSx Console, including

  • New Navigation

  • New authentication model

  • Inclusion of all console features by role

• Updates are included for both iOS and Android version

Release Notes

What’s New:

• Minor bug fixes and improvements

Release Notes

What’s New:

• Added a feature to allow users to add notes and tags to deactivated inventory items

• When requesting inventory from inside Event, added Inventory Request ID to Event detail page

• Added Facility Stock filter in Mark Used Inventory workflow

• Added support to display product line images to inventory detail

• Added various new UI and UX elements

• Added support to print sales order form for all multiple manufacturers in a single case

• Added support to enlarge patient sticker form Event detail

• Added support to print an updated PO when inventory request is partially fulfilled

• Added support for assigning multiple surgeons to a case

• Added support for international postal codes

Bug Fixes and Other Items:

• Fixed a bug that prevented facility pricing from displaying correctly

• Fixed a bug that prevented some PDF documents from displaying in the app

• Fixed a bug that prevented some inventory items from showing

• Fixed a bug that prevented some users from executing a transfer to another user

• Fixed a bug that prevented user from creating a new procedure from the event workflow

• Fixed a bug that allows some sales users to deactivate facilities created by admin users

• Fixed a bug that prevented some users from resetting their passwords

• Other minor bug fixes

Release Notes

What’s New:

• Implemented miscellaneous features to improve app performance

Release Notes

What’s New:

• Added the ability to add additional contacts on the facility detail page

• Added a phone extension fields on the facility detail page

Bug Fixes and Other Items:

• Minor bug fixes

Release Notes

What’s New:

• Added a feature to improve the selection process for adding multiple identical items to a case

Bug Fixes and Other Items:

• Fixed a bug that prevented some screens from auto-refreshing

• Fixed a bug that prevented some users from searching inventory by scanning the barcode

Release Notes

What’s New:

• Created new Inventory Transfer workflow to allow users to create transfers with multiple items

• Changed Email Sales Order Form to pull from the billing contact email and cc the sales rep email in the background

• Added a feature to allow Sales Reps to use inventory in their Distributor's custody (must be turned on by the distributor)

• Added new Search/Filter feature for Inventory Requests

• Added new filter to view active and inactive manufacturers in the directory

• Updated expiration tags to show number of days until expired

Bug Fixes and Other Items:

• Fixed a bug that prevented the Notes in the Physician record from being stored and displayed correctly

• Fixed a bug that caused some users to get an error when marking inventory used

• Other minor fixes and display improvements

Release Notes

What’s New:

• Added No Charge feature

• Minor bug fixes

Release Notes

What’s New:

• Added support for ConnectSx Distributor Role

• Added support for creating custom locations and assigning to inventory record

• Added new sections to More tab to align with ConnectSx Console

• Added new fields and features to Inventory tab, Transfers tab, and Requests tab to align with ConnectSx Console

• Modified the Events workflow, providing access to features found in ConnectSx Console

Bug Fixes and Other Items:

• Fixed a bug that prevented some Sales users from creating new procedures

• Fixed a bug that caused phone numbers entered in vTrakr to display in an incorrect format in ConnectSx Console

• Other minor fixes

Release Notes

What’s New:

• Minor bug fixes