| Release 79 - 7/2/2014 |
| NEW FEATURE | Appointment Transfer | The program will now show eight diagnosis codes, if the database has been updated by Advanced 8. |
| NEW FEATURE | General | The 'EZClaim!' button will now open EZClaim Advanced 8 rather than EZClaim Advanced 7, if Advanced 8 is available. |
| NEW FEATURE | General | The program should now make an IB backup when a user deletes a resource that has any appointments associated with it. |
| NEW FEATURE | General | Modified the error reporting information to accept an unlimited number of error tracking notes. |
| NEW FEATURE | General | Added appointment reminder preference field and last reminder datetime field. |
| NEW FEATURE | Reports | Background and border criteria can now be assigned when printing reports. |
| MODIFICATION | Appointment Transfer | The appointment transfer screen will show the verbiage ‘Use Initial Charge Values’ rather than ‘Use Default Values’, if the database has been updated by Advanced 8. |
| MODIFICATION | Database Update | The 'Claim Archives w/Date' query was changed to match what is now in Advanced 8. |
| MODIFICATION | General | Changed the underlying methods that look for running processes when the program first launches. |
| MODIFICATION | General | Removed the minimize button from the patient screen, waiting list, and authorized visits library screens. |
| MODIFICATION | General | The user will now have a dialog box that prompts them to confirm that they want to 'Assign to Appointments' from the authorized visits library. |
| MODIFICATION | General | Changed 'Snap to Cell' to false. |
| MODIFICATION | General | Put 'SnapToCell' (or align appointment borders to schedule cells) functionality back on by default. Added an option to turn it off in the profile options. |
| MODIFICATION | General | The program now reports errors to our Netgain server. |
| MODIFICATION | General | The spash screen will now only disappear once the main screen has fully opened. |
| MODIFICATION | General | Errors occuring during a certain portion of program startup were being suppressed by the program. They will no longer be supressed. |
| MODIFICATION | General | When 'Remote Mode' is activated, the option to open an exported report file should be suppressed. |
| MODIFICATION | Patient Screen | The patient screen will no longer force patient data to be saved in caps. |
| BUGFIX | Appointment Edit Screen | The new appointment edit screen wasn't properly putting 'Appointment Resource Association Table' entries in the database when creating new recurrent appointments. |
| BUGFIX | Appointment Edit Screen | When saving an appointment with a valid authorization number, the appointment edit screen could improperly lock the appointment object (resulting in the appointment object not reflecting the changes made to it). |
| BUGFIX | Appointment Edit Screen | On the appointment edit screen for a non recurring appointment, hitting the delete button would bring up the delete recurrence window. |
| BUGFIX | Appointment Edit Screen | Deleting all appointments in a recurrent series from the appointment edit screen would lock the scheduler from being able to change dates. |
| BUGFIX | Appointment Grid | Opening and appointment from the grid could sometimes leave the scheduler control in an update locked state. |
| BUGFIX | Appointment Transfer | The program could crash when adding an additional service line to the appointment transfer screen by typing first into the from date column. |
| BUGFIX | Appointment Transfer | The program was not reading ' |
| BUGFIX | Appointment Transfer | The program would not allow service lines to be entered in the transfer appointment screen when ' |
| BUGFIX | Database | Two additional errors will now be caught and trigger the scheduler to believe a compact and repair of the database is required. These errors are "The search key was not found in any record." and "Unrecognized database format". |
| BUGFIX | General | Sorting the detail grid (listing individual appointments) of the authorized visits library could cause the program to crash. |
| BUGFIX | General | The scheduler's setup screen could perform a select statement that didn't properly account for apostrophizes in the names of resources, with could cause the program to crash. |
| BUGFIX | General | Addressed a crash that could occur when navigating forward in scheduler (via the next date button). |
| BUGFIX | General | Suppressed error when the program cannot open report deployment file as the program opens. It will just leave the files and continue. |
| BUGFIX | General | The appointment screen was not properly limiting the number of characters allowed in the payment reference field. |
| BUGFIX | General | Failed update statements (because the underlying data had been changed without the program knowing yet) were not being properly handled when the appointment was a blocking appointment pattern. |
| BUGFIX | General | The edit blocking appointment screen allowed too many characters to be put in the subheading field, which could lead to a crash in certain circumstances. |
| BUGFIX | General | 'Operation must use an updateable query' exception will now be caught and the program will close without an error dialog. It will tell the user that they don't appear to have proper permissions and will give them an option of setting a new database path, if they so choose. |
| BUGFIX | General | The program could improperly report that the database needed to be repaired when attempting to insert user records into the database. |
| BUGFIX | General | General printing errors are now being caught more liberally. |
| BUGFIX | General | Added safeguards intended to be even more certain that an appointment reload isn't happening when we don't expect it to. Also, extra tracking information was added that will help us know if appointments are being reloaded unexpectedly. |
| BUGFIX | General | Hitting the 'EZClaim!' button could cause crashes, if certain values were present in the registry. |
| BUGFIX | General | The appointment note in the APPT tab was not being updated properly. The caption was also changed to 'Note' from 'Description'. |
| BUGFIX | General | An 'Error creating window handle' exception was thrown from code that was intended to reset the multi-user timer when the user clicks around the scheduler control. This liberal reseting seems like overkill and perhaps the root of the issue. |
| BUGFIX | General | Added a check to confirm proper subheading length in a section that reported an error. |
| BUGFIX | General | The default modifier was not being loaded into the appointment transfer screen. |
| BUGFIX | General | The program could crash when putting an apostrophe into the procedure code field in the appointment transfer screen. |
| BUGFIX | General | Fixed a bug that could cause a crash related to creating a new appointment with an authorization and use of the edit appointment screen. |
| BUGFIX | General | Now catching an error that relates to getting process information. |
| BUGFIX | General | When applying a template from the edit appointment screen, the max size requirements for heading / subheading could be violated. |
| BUGFIX | General | The program is now catching printing errors more liberally. |
| BUGFIX | General | On the appointment transfer screen, the 'To Date' could be filled-in in a way that could lead to an error, when entering the from date in certain ways. |
| BUGFIX | General | If a patient's reminder note was longer than a certain length, the program would crash when opening the edit patient screen. |
| BUGFIX | General | When transferring an appointment from EZClaim and using a template, the generated service line would assign that template's responsible party. |
| BUGFIX | General | The program will now properly catch 'is not a valid path' database connection errors. |
| BUGFIX | General | The transfer appointment screen could crash the program when non-numeric data was put into the units field. |
| BUGFIX | General | The patient face sheet showed double apostrophes when they should have only been singles. |
| BUGFIX | General | The program allowed input larger than the database could contain on a field in the patient table. |
| BUGFIX | General | There was a problem with version 38 that wouldn't allow the program to be run on machines without SmartAssembly. |
| BUGFIX | General | The full setup program deployed a version of that program that had not been processed by SmartAssembly. |
| BUGFIX | General | Certain key code combinations (probably just advanced 9) could prevent the program from opening as it tries to check whether or not the user is connecting with a basic database. |
| BUGFIX | General | The was a problem with borders not being set on new recurring patient appointments |
| BUGFIX | General | Some customers were still having trouble with advanced 9 key codes with 79.36. |
| BUGFIX | General | The last version was not pointing to the correct web service for error reporting. |
| BUGFIX | General | The program should now close gracefully when errors happen when it attempts to access the registry. |
| BUGFIX | General | When selecting an inactive patient from the new patient screen (by filling in their name), the program would not properly load the patient's detail (because it was inactive). |
| BUGFIX | Recurring Patient Appointments | After deleting appointments from a recurrent series, the appointments grid was not being refreshed. |
| BUGFIX | Recurring Patient Appointments | When opening a recurring appointment from the appointment grid and attempting to delete a single instance, the instance wouldn't be deleted. |
| BUGFIX | Reports | If a report deployment file is spotted, but the contents are somehow blank, the program will now recover from this odd situation without crashing. |
| Release 78 - 6/22/2010 |
| NEW FEATURE | Resources | Added the ability to sort resources in program setup. |
| MODIFICATION | Appointment Tab | B1 - Shrunk down the appointment fields to allow more room for the appointment grid. Took out appointment attendance status from field list. |
| BUG FIX | Appintment Screen | Fixed tab order. |
| BUG FIX | Appointments | Fixed an issue where the focused appointment was not properly maintained. When the proper appointment doesn't keep focus, various issues could spawn. |
| BUG FIX | Patient Screen | Reminder note field allowed too many characters. |
| BUG FIX | Profiles | B5. Fixed issue where patient list was not being reloaded based on patient groups when the selected profile changed. |
| BUG FIX | Program Setup | Fixed how background, borders, and resources deal with blank names. |
| BUG FIX | Resources | Fixed a bug with setting the resource sort. |
| BUG FIX | Trial Registration | Fixed the layout / size of the trial registration splash screen. |
| Release 77 - 2/22/2010 |
| BUG FIX | Authorizations | Fixed an issue where the sorting of the authorized visits library could be faulty. |
| BUG FIX | GENERAL | 7.77.6 - Added 'Control+Alt+B' to turn on the bolding of appointments, which circumvents the inability to drag appointments onto the date navigator. This, however, will disable dynamic resource visibility. |
| BUG FIX | General | Build 9. Fixed an issue where the find patient's grid's filter was being kept between uses. |
| BUG FIX | GENERAL | Added a way for the program to recover from a situation where appointments have a greater timestamp than the database actually thinks it is. |
| BUG FIX | Remote | Build 9. Allowed the EZClaim! Link to be removed from the menu bar via the config file. There is a tag for this, but it also defaults to the inverse of 'AllowWebBrowser'. |
| BUG FIX | REPORTS | Removed some static text that should not have been there when a patient's DOB is not entered on the superbill & followup reports. |
| BUG FIX | Updates | Build 9. The program will automatically check for updates if the user cannot connect to the database because of the version it is running. |
| Release 76 - 10/23/2009 |
| NEW FEATURE | General | Changed the program to allow resolutions lower than 1024 X 768 by implementing scrollbars. |
| NEW FEATURE | Reports | Added insurance company phone numbers to face sheet reports. |
| NEW FEATURE | Reports | Added an RTF editor. When the superbill report or the followup report is selected in the report menu, a button appears at the bottom of the screen that opens / edits the RTF files linked to those reports. |
| BUG FIX | General | Fixed issue where copay amount due was not being populated when transferring to EZClaim. |
| BUG FIX | General | Upgrade to DevEx 9.2.6 ito eliminate the taskbar appointment cut off bug. |
| Release 75 - 9/28/2009 |
| NEW FEATURE | GENERAL | Added an 'Other cancelled' attendance status. |
| NEW FEATURE | General | Added a config file to allow for a 'private label' presentation. |
| BUG FIX | GENERAL | Fixed an issue where patients with no authorizations could have appointments that show up as unauthorized. |
| Release 74 - 6/17/2009 |
| NEW FEATURE | General | Added a profile option under 'View' that allows the user to show / hide a resource navigator at the bottom of the schedule. |
| MODIFICATION | Reports | Added a column to the appointment summary report that displays the total number of hours. |
| Release 73 - 6/16/2009 |
| NEW FEATURE | General | Added a '+' and '-' to the calendar in the upper left to allow the user to easily increase and decrease the number of months shown. |
| BUG FIX | Authorizations | Fixed an issue where patients could lose their auth tracking flag. |
| Release 72 - 4/17/2009 |
| MODIFICATION | General | Added the ability to lock down patients and libraries. |
| Release 71 - 3/26/2009 |
| NEW FEATURE | General | Updates can now be customized to individual users via their key codes. |
| NEW FEATURE | General | When transferring an appointment to EZClaim, you can now use templates or the previous claim as a source of new service lines when you "Add to existing claim". |
| NEW FEATURE | General | Appointments transferred to EZClaim after this version is installed will keep track of the ClaimID of the claim they were transferred to. You can find this ClaimID by opening an appointment and double-clicking on the "Export Status:" text. |
| BUG FIX | General | An end time of 12:00 am on the scheduler could cause an error when printing. This was a limitation of the control. Therefore, the maximum end time was changed to 11:59 pm. |
| Release 70 - 2/18/2009 |
| BUG FIX | General | Fixed issue with appointment locks. |
| Release 69 - 2/9/2009 |
| NEW FEATURE | General | Added appointment locking. Two users should not be able to have the same appointment open for editing. A user should also be unable to change an appointment's status / transfer an appointment to EZClaim while another user has an appointment open for editing. Ctrl-Alt-U removes patient locks and appointment locks. |
| MODIFICATION | General | One instance of the scheduler can now be run per user per machine rather than just per machine. |
| MODIFICATION | General | Changed the way proc codes are loaded into the transfer to EZClaim screen for the changes made in Advanced 7 Rel > 39. |
| BUG FIX | General | Fixed an issue where resource visibility was being loaded incorrectly on program startup. |
| Release 68 - 2/2/2009 |
| NEW FEATURE | General | In the 'Find Patient' screen, a 'Show Inactive Patients' checkbox will show inactive patients in the grid when checked. This will allow users to schedule appointments / edit patients that are inactive. Also, when selecting an inactive patient the user will be given the option to activate the patient. |
| NEW FEATURE | General | The program will prompt to compact and repair the database automatically, if the database appears to have suffered damage. |
| NEW FEATURE | General | Added a registry entry file that will make the program do a compact and repair. 'Compact and Repair.reg'. |
| NEW FEATURE | Reports | Added a 'Follow up' report that behaves in a similar way as 'Superbill'. |
| MODIFICATION | Authorized Visits | In the patient screen, changed the 'Track Authorized Visits' checkbox to a 'Stop Tracking Authorized Visits' button that will only appear when a patient is tracking authorized visits. |
| MODIFICATION | General | When an appointment it selected, if they don't exist in the patient dropdown (because they were inactive or in a group not used in the scheduler), they will be dynamically loaded into the dropdown. |
| MODIFICATION | General | Changes to resource visibility will no longer be saved when using the ‘Dynamic’ resource visibility option. |
| BUG FIX | General | Fixed an issue where the patient dropdown could be loaded with all patients, despite individual patient groups being specified for use. |
| BUG FIX | General | Fixed an issue where using patient templates with apostrophes caused an error. |
| Release 67 - 12/29/2008 |
| NEW FEATURE | General | Added captions to toolbar icons. |
| NEW FEATURE | General | Added the ability to print and restore grids through a popup menu shown when right clicking on grid headers. |
| NEW FEATURE | General | Added 'Dark Side', 'Pumpkin', and 'Summer 2008' visual styles. |
| MODIFICATION | General | Upgraded to DevEx 8.3 |
| MODIFICATION | General | When printing, rather than subdividing the timescale when there is room for division, the timescale viewed on the scheduler will be used. |
| MODIFICATION | General | Added registry entries for clearing the SDBVersion and clearing the database version. Moved the registry entry for forcing a database update. |
| BUG FIX | General | Cleared grid layouts to make way for saving and loading full grid layouts. |
| BUG FIX | General | Addressed issue where invalid durations could be assigned to blocking appointments. |
| BUG FIX | General | Addressed issue where report criteria can be applied incorrectly. |
| Release 64 - 11/26/2008 |
| BUG FIX | General | Fixed a situation where existing authorizations in the authorized visits library could not be modified. |
| Release 63 - 11/20/2008 |
| NEW FEATURE | General | A 'print' button has been added to the patient waiting list screen. |
| MODIFICATION | General | Changed how code library entries are applied in the transfer to EZClaim screen. New codes are now loaded completely whether or not existing values are in the grid. |
| BUG FIX | General | Prevented a situation where duplicate authorization numbers could be used for the same patient in the authorization library. |
| Release 62 - 11/12/2008 |
| NEW FEATURE | General | Added the ability to enter patient payments, patient payment references, contract adjustments, and copy amounts due to the billing items transferred from the scheduler. Added the ability to customize that grid. |
| NEW FEATURE | Reports | Added reports: 'Mailing Labels By Appointment Date', 'Mailing Labels by Recall Date', and 'Superbill' |
| BUG FIX | General | Prevented a situation where the user could start up multiple instances of the scheduler on one PC. |
| Release 61 - 11/11/2008 |
| BUG FIX | General | Fixed an issue where the buttons in the authorization library could become hidden. |
| BUG FIX | General | Improved exception handling |
| Release 60 - 10/22/2008 |
| NEW FEATURE | General | Added the ability to limit dragging appointments between resources. |
| NEW FEATURE | General | Added 'Patient Amount Collected' and 'Payment Reference' text fields to the appointment screen. Added 'Receipt' button to appointment screen. |
| NEW FEATURE | General | Added 'Amount Collected' field to the 'Transfer To EZClaim' screen that will create a corresponding payment to the first transferred billing item. |
| MODIFICATION | General | Moved visible patient group option to the profile level |
| MODIFICATION | General | Added auto-complete features to the patient editing screen. |
| BUG FIX | General | Fixed the setting of responsible party when line items are transferred to EZClaim. |
| Release 59 - 9/12/2008 |
| NEW FEATURE | General | Added attendance status icon to appointment list grid |
| NEW FEATURE | General | Added 'Transfer to Claim' column to the authorized visits library. |
| NEW FEATURE | General | Added 'Day View Resource Visibility' option to the view category of profile options. |
| NEW FEATURE | Reports | Added patient balances to the patinet face sheet type reports. |
| NEW FEATURE | Reports | Added recall list report |
| NEW FEATURE | Reports | Added appointment list detail with notes report |
| NEW FEATURE | Reports | Added last appointment report |
| Release 58 - 8/18/2008 |
| NEW FEATURE | General | Added 'Appointment Attendance Status Summary' report |
| BUG FIX | General | Restored location of print button. |
| Release 57 - 8/11/2008 |
| BUG FIX | General | Customized exception handling |
| Release 56 - 8/5/2008 |
| BUG FIX | General | Fixed an issue where appointment tooltip generation could cause program crashing in some circumstances. |
| BUG FIX | General | Fixed an issue where reports import could cause a crash when description or category fields were left blank. |
| Release 54 - 7/17/2008 |
| NEW FEATURE | General | Added authorization information to the tooltip shown when hovering over an appointment. |
| NEW FEATURE | General | Added a splitter to the main appointment screen. |
| MODIFICATION | Database | Enforced new primary key scheme. |
| MODIFICATION | General | Changed the appointment listbox into an appointment grid. |
| Release 53 - 6/23/2008 |
| NEW FEATURE | General | Added an 'INSERT DATE AND TIME' button for the appointment notes in the patient appointment dialog. |
| NEW FEATURE | General | Added a 'Note' field to the Authorized Visits Table. |
| MODIFICATION | General | Changed title text of appointment transfer screen to reflect appointment heading. |
| BUG FIX | General | Resolved an issue where appointment icons could be hidden on the scheduler screen. |
| Release 52 - 6/19/2008 |
| NEW FEATURE | General | Added a 'INSERT DATE AND TIME' button for the notes field in the New / Edit patient screen |
| NEW FEATURE | Printing | Added an option in the profile to 'Hide Appointment Images' while printing. |
| MODIFICATION | General | Added an extra confirmation for when a user decides to delete / modify all appointments in a recurrent sequence. |
| Release 51 - 6/16/2008 |
| NEW FEATURE | General | Refined the resource deletion process. Added ability to move appointments from the deleted resource to another resource. |
| BUG FIX | General | Resolved issue where pressing the 'EZClaim!' button would not start EZClaim. |
| Release 50 - 6/10/2008 |
| NEW FEATURE | General | Added 'Office cancelled' attendance status |
| NEW FEATURE | General | Added 'Patient Reminder Note' to the patient info tab. |
| NEW FEATURE | General | Added 'Renewal Countdown' and 'Visits Assigned' to Authorized Visits Library. Removed visibility of 'Visits Remaining'. Added master detail view of appointments with a given authorization number assigned. Added an 'ASSIGN TO APPTS' button to assign valid auths to appointment with a red A. Added a print button to provide an auth report functionality. |
| NEW FEATURE | General | Added ability to clear out grid layouts. CTRL-ALT-C from the main screen. |
| NEW FEATURE | General | Added a 'Date Added' column to the 'Waiting List'. Added patient contact numbers to the patient lookup column in the waiting list grid. |
| NEW FEATURE | General | Added the concept of hiding / showing Authorizations in the Authorized Visits Library. |
| NEW FEATURE | General | Added ToolTips to the timespan adjustment buttons. |
| NEW FEATURE | Printing | Added the 'Printout Orientation' option to the profile under 'Printing'. |
| NEW FEATURE | Printing | Added the 'Hide Appointment Times' option to the profile under 'Printing'. |
| MODIFICATION | General | Changed the up and down arrows on the right side of the scheduler screen to '+' and '-' symbols. |
| MODIFICATION | General | Adjusted code that sizes dropdowns various dropdowns. |
| MODIFICATION | General | Adjusted the code so that auths are not assigned to appointments that are not completed successfully (Patient Didn't Show, Patient Cancelled, Office Cancelled, Patient Rescheduled) |
| MODIFICATION | General | Removed the 'accordion effect' when changing to a profile that has different resources visible. |
| BUG FIX | General | Fixed issue where appointment dialog may not open when double clicking an appointment in the appointment list. |
| BUG FIX | General | [Appointment Resource Association Table] table entries now written properly during the appointment changed event. |
| Release 22 - 10/24/2007 |
| NEW FEATURE | General | Added a check to see whether a copy of the scheduler was already running. If so, the checking version kills itself. |
| MODIFICATION | Updates | The scheduler will now only automatically look for updates once every two months. |