Case Product Updates

In this release, we have shipped several high-demand features and enhancements to help optimise workflows.

'Approve all' items button in the usage table

Now with a single click you can approve all items on the usage table, to save your little fingers from a lot of click, click, clicks:

Shipping transfer of multiple sets simultaneously

Now you can transfer multiple sets in one go to another booking, giving you back some precious minutes during the day.

Usage upload for multiple images (drag & drop)

In the web portal, we've made the add image (chargesheet) button more accessible and enabled multi-image uploads.

Usage Panel – show item total

The usage panel now shows the total number of items on the main usage screen to help with reconciliation.

Split View image rotate & Add from Shipped/Master

In the usage panel, you can now rotate images that have been uploaded in the incorrect orientation.

You can also add usage from the shipped and master item lists.

Item allocation auto-fill functionality

If you are allocating multiple identical lot / serial numbers, you can now use 'Auto-fill,' which copies your lot / serial number to all your lines.

Loan/Consignment label on Usage Panel

We added additional case type icons, and proforma status icons to the main usage table for extra context when processing billing.

Admin – Roll back function from Submitted Usage

Has a rep entered usage incorrectly or missed something from the usage? Admin users can now roll back a case from a submitted usage to a status that allows reps to continue adding or editing the usage on the case.

When the case is at 'approve' status, use the rollback button to make it active again for sales reps to add usage.

The usage email has been updated to include the booking type & notes

The usage email now contains additional fields relating to the booking 'Type' and 'Booking Note'

Bug Fixes

Item allocation inputs are no longer clear if notification received

We have resolved an issue where some web notifications triggered data input fields being cleared.

Kit preference delete functionality resolved

Deleting a surgeon kit preference is now re-enabled for admin users.

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Overview

This is a web release aimed primarily at operations users on the web platform to enhance usability and speed for companies shipping large complex orders. We have conducted a significant refactoring of how data related to BOM, items and sets is handled, cached and served to end users

Enhancements

Application speed

We improved the application speed through refactoring by updating the shipping tables for better performance, improved logic on how it collects and stores item codes, and implemented the newest front end libraries to aid fast internal API calls and data display . This will have the most noticeable benefits for operations teams using the web portal.

Web – Features

1. Shipping tables updated for performance with clearer visuals of status and LOT/SERIAL # data consolidation. Shipping modal now shows kit description alongside SERIAL/Set #

2. Usage Export now includes CIN7 option (format for Evolution)

3. Usage export (As per above images) now remembers last selected option at user level.

4. New booking email with embedded .ics file to easily add the event to any external calendar (email can be disabled in user profile panel).

5. DRIVE – Parent Kits Checklists now show complete list of children sets & items with option to Export all checklists as a single .pdf

6. Sets panel now shows case date and hospital for any allocated set.

7. Tools – Hospitals now show any Consigned sets at that location on web.

8. Transferred cases (on mobile) now shows those in the cases list on the web.

9. URL links pointing to a specific Case view are now available.

This means you can copy any paste links to specific areas of the app and send them to colleagues for ease of sharing information.

Example: https://casedev-opologic.web.app/cases/ME-0000006-877D?view=OVERVIEW

10. Revised Set Inspection Screen Layout Sets during inspection highlight any incomplete sections to quickly isolate shortages. Sets are also sorted alphabetically in table, with updated layout.

11. Cases list has new filter to hide Closed Cases from the Completed list allowing reps to see which completed cases are outstanding payment.

12. Reports – Additional Fields Added CSV exports have multiple additional data columns mapped for broader analysis.

Kit Reporting > CASE ID added

Billing Report > CASE ID added

Usage Report > CASE ID added

Usage Extract > ‘Usage Added By’ added to report

13. Kit BOMs can be exported to .xlsx file from the kit BOM builder in the admin panel

This extract contains only text based elements – Kit ID, Kit name Item Code, description, checklist description, qty,

Example Extract:

14. Reporting – New Sets Summary report available including export to .xlsx for high level set data analysis

This report provides a full overview of all sets in the fleet , there current position, and lifetime turns.

Example Extract

Web

2. Filter Cases by State - Now you can view your case lists filtered by state, making it easier to organise, track, and prioritise cases by location

3. Enhanced Calendar View - Experience an improved ui with the enhanced calendar view—designed for better visibility, now includes Surgeon, Hospital, and procedure.

iOS

2. AM / PM visible on list view - The AM / PM indicator is now visible on the main cases list view screen.

3. Sales Managers can now transfer cases - Transfer cases between sales managers and sales reps for case coverage visibility.

Additional Features

In this release, we deliver an all-new mobile experience. With a cleaner and simpler look and additional functionality for users of the mobile app.

2. View kit BOMs whilst making a booking - During the booking process, you can now view the contents of the kit BOM you choose to confirm its what you need.

3. Enhanced offline functionality for low signal moments - Improved offline functionality to assist in storing and syncing usage images whilst offline.

Additional items

Performance improvements for handling large case numbers

We've improved loading times, caching and the interface to improve the experience for users with lots of cases to manage.

Add Images available to Drive

You now have the option to load .jpg and .png to the drive.

Report extract fields

We've raised the size of the data set that extracts in the reporting section to include more case-related data, allowing for better analysis.

Add custom email recipients to forms

Forms submission now has optional custom emails for notifications

Case Cancelations Reason

Case Cancellations now forces the user to specify reason (shown to all users

In this release, we deliver an all-new management reporting suite to give you real-time reporting insight across multiple areas of your business from kit and fleet operations to case billing performance.

• Company Activity
• Kits & Sets Activity
• Surgeon Activity
• Forecasting (Next 90 days)
• Billing Activity
• Operations Overview

2. Billing workflow enhancements

Multiple Attachments

Users can now add and close cases with multiple attachments ie split invoices

Additional Reference number

There is now an option for users to add an additional reference number ie proforma number.

Edit Proforma Values

You can now edit the proforma $ value stored in Case.

Usage Notes

You can now edit and delete your own usage notes.

3. Calendar Invites for bookings

Booking emails now include calendar event data for single click adding to external calendars.

Additional Items

Disabled auto close on booking modal

We're trying to help you avoid the accidental loss of bookings. Now you can only close the booking modal by clicking on cancel or exit icon.

Advanced Search

We've extended the functionality of the advanced search to include auto-fill functionality.

Counts

You can now add tags to items within a live count.

In this release, we continue to enhance existing features to add more value to your operations, plus deliver exciting new functionality that gives you unrivalled control of the kits and sets in your fleet.

2. Move file folder location in drive - You can now move files in the drive between different folder locations with a couple of clicks of that little mouse.

3. Revision Control on checklists - On every checklist you can now include a customisable revision number to comply with your own quality systems.

We have also added page numbers, to make sorting these just a little easier.

Additional Items

Extended Auto-Log Out

We've increased the auto-log out timeframe on web from 15mins to 30mins to let you guys get even more work done!

Free type Case date & Expiry date

A teeny weeny change to how dates can be added but with a big impact, now you can free type them or copy them into the field.

Page Numbers on Checklists

We've now added full page numbers to all of our checklists, to keep all that pesky paperwork in order!