Release Notes

General

• Several general UI updates to the Beacon Web App to improve workflows 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

• Replaced complex URLs in email with helpful link text

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