Version Information and Release Notes

This page contains release notes for ConnectSx applications, including Console, vTrakr, and UDIdentify, beginning with the releases as of May 18, 2022. For additional information or questions about items contained in releases found here, please submit a ticket here.

Console

Current Version: 5.3.0

Released July 12, 2024

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

Upcoming Releases

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

 

Previous Versions

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

Inventory

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

Directory

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

Directory

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.

UDIdentify

ion: 3.1.3

Release Notes

  • Minor bug fixes and improvements

vTrakr

Current Version: 5.2

Released September 7, 2023

Release Notes

What’s New:

  • Settings

    • Integration with Xero that allows admins to export sales orders to their connected Xero account (Admin Only)

  • Search

    • We have added the ability to search an exact match of the entered search query

  • Inventory

    • Operations users can now remove an existing expiration date if their account admin has given permissions

    • Users can now create an inventory request recipe using an existing bill of materials

    • Users can now release multiple devices from a container at the same time

  • Events

    • Operations users can now mark events "paid" from the event list page

    • Users can now add CCs to their sales order emails

    • When "Copying" an event, the "name" and "date" fields are now cleared by default

Upcoming Releases

Previous Versions

UDIdentify

Previous Versions

Deprecated/Removed (all apps)

App

Item

Justification

Date Removed

App

Item

Justification

Date Removed

Console

Assign multiple surgeons to a Case

Unused feature. Under certain conditions, created potential issues in sales reports.

May 2023

Console

Auto-Refill from BOM on individual line items

Duplicative feature. Auto-refill is most used and most useful when refilling ALL items in the container. Individual lite items can still be refilled by selecting the individual lots.

July 2023