13.215 to 13.291

NHS England: Fix for auto notes preventing TC if charted after treatment on a COT that contains triage services (Jira EX-61023).

Online Templates: A scheduled task was created to automatically download the latest version of online templates. This will ensure any updated online templates are applied to EXACT’s automated features in a timely manner. For more information on online templates see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1108934705

NLD Evolution: Vecozo moved their server which resulted in an issue sending claims. Evolution has been updated so claims will now send correctly.

NLD Evolution: practices can now change the COT payor like they could previously. This was changed to only be on the patient details for other regions but for Evolution practices this has been turned back on.

NHS England: Any non banded services will now be ignored as treatment on initial triage COT’s. Previously only Auto Notes were being excluded. This change allows users more flexibility to add items to an initial triage COT while maintaining its initial triage status. For more info on triage functionality see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1109950689

A ‘Copy Profile’ button was added to the Add User/Provider Wizard. New providers can now be easily created by using an existing provider’s settings and configurations as a base. (Jira EX-58870, EX-60574).

The 'Remote Support' menu entry in EXACT now launches a new application which allows a quick Bomgar connection to the support team member who is helping you.

Open

NHS Scotland: the NHS forms a patient completes in the portal will populate the exemptions on the patient's COT.

Fix for the Remote Support launcher crashing on querying version.

Planned treatment links sent from Care Manager were setting the incorrect appointment length. Instead of using the main appointment length the link would be generated based on the sum of the services which would result in appointments being booked for too long or too short.

Stability fixes for EXACT Framework, Database and Relay services (Jira EX-60875, EX-60779, EX-60979).

The Framework service will now keep the last good list of databases it got from the Relay service, meaning intermittent Relay issues will not cause the Framework service to become unhealthy.

Fix for the Framework service stopping and not being automatically restarted.

Patient Portal: Some users would see an Error 53 (record is not unique on all indexes) when manually requesting some portal forms. This has been resolved.

Online Templates: Fix for the subject line of online email templates being incorrectly mapped in EXACT (Jira EX-60893).

Fix for EXACT crashing when attempting to match a patient to another patient that has made a booking, if the patient has a blank name (Jira EX-90965).

Fix for Workstation Installer not completing if the disk space was low.

Fix for the Server Installer sometimes taking hours to finish because it gets stuck "Setting file permissions to EXACT directories" (Jira EX-60349).

Fix for the Server Installer sometimes failing to properly share the ‘EXACTResources’ folder after an upgrade.

Fix for Support email addresses being out of date for some non-European regions.

NHS England: Fix for the initial triage being sent as an in-treatment triage when Autonote is added to an NHS Triage claim submission (Jira EX-60927). A rule was added to exclude auto notes as treatment.

Fix for Patient Record getting locked when trying to TC a COT from the Chart Screen if the address is incomplete (Jira EX-60929).

NHS England - NHS England Triage - Removed a claim overlap warning that was displayed when TCing a triage COT. The warning was not required as sending Triage COT’s does not cause an overlapping claim condition.

The Connect user registration window no longer prompts automatically on EXACT login, for Practices signed up with Connect. Users who did not want to register found this an unnecessary extra step each time they logged into EXACT. A user can now choose to register with Connect via a ‘Register Online’ button from the EXACT User Setting window.

NHS England - The NHS Triage feature upgrade notification has been released.

Patient Portal - When phone numbers are saved in Exact from the patient details form the country code is no longer displayed. For example, +64212233445 will now be saved as 0212233445

The need to re-index the Appointment table was removed so that upgrade times would not be extended unnecessarily.

NHS - Updated button for sending NHS forms to Clinipad devices from the exemptions window. Users can now send to Clinipad in one click. The main button will automatically send to the device named, or users can select the drop down and chose another device from the list. The users preferred device will be defaulted.

Open

Client side telemetry and feature usage tracking were added for some features.

A Payor column is now available in the Arrivals tab and will display the appointment payor.

A fix for a crash that occurred when a patient books online and has the same date of birth and sex as a patient record with an invalid mobile number. Exact would crash when opening the appointment book if the online appointments tab was in focus, or when opening the online appointments tab once on the appointment book.

NHS England - NHS England Triage - Removed warnings on optional fields to reduce confusion.

Fix for a problem that would sometime stop the transport service from starting up.

Fix for workstation installer which would sometimes fail to update because it was blocked from removing the old workstation updater.

Fix an issue for new server installs where it could infinitely retry asking for a country code if there was a problem with the user name.

NLD Evolution: Fix for Dutch insurance claims not being picked up in 'samenvatting declaraties'.

Fix for an issue where users were being told that an error had occurred while trying to delete a chart item that had not yet been saved.

Fix for “Created By” date on the edited appointment record displaying the incorrect date in some circumstances. This issue was introduced in 13.215 https://soeidental.atlassian.net/wiki/spaces/PHS/pages/817594380/Exact+Release+Notes#Exact-13.215---9%2F10%2F2020

NHS England - The NHS Triage feature upgrade notification has been released.

NHS England - NHS Triage data can now be submitted from EXACT. For more information see

Patient Portal: New error messages explain to users why Patient Portal isn’t available for certain patients. For example, the patient has opted out of using portal or the patient does not have a mobile number to receive their verification code for log in (verification codes for log in are coming soon).

More logging was added to the workstation install to better catch any remaining failures.

The default text set for Email smart sections have been updated to more seamlessly merge with email templates.

Logging has been increased to diagnose Transport service not starting properly sometimes.

The network backup performance improvement released in 13.215 has now been turned on by default for all sites.

The Database Service will be automatically restarted if it runs out of threads. User will be able to retry their connections and and resume work instead of manually having to restart the services on the server.

Fix for workstation installer which would sometimes fail to update because it was blocked from removing the old workstation updater.

Fix for the update icon being occasionally left behind on the desktop.

Fix for an issue where the Transport service could be slow to start, and get re-started before it had a chance to report a healthy status.

The Exact installer has been made more robust to recover from some upgrade conditions where the services could not be restarted.

Occasionally stock item payments from online payment providers were being recorded in Exact with the amounts doubled. The charge to the patient was not being doubled, only the entry in Exact. Payment entries in Exact now always match what was charged to the patient.