3.01.89 24th September 2008 ----------------------------------------------------------------------------------------------- Intranet Statements - Running Balance Added 3.01.88 14th August 2008 ----------------------------------------------------------------------------------------------- Export to Excel - User Name added to export 3.01.86 9th May 2008 ----------------------------------------------------------------------------------------------- Header Recalculation option added 3.01.85 25th January 2008 ----------------------------------------------------------------------------------------------- Invoice No. Pick Buton change to numerical Order 3.01.84 30th October 2007 ----------------------------------------------------------------------------------------------- Patients Property Return Date protected on Edit Patients Data Export - Location amended. 3.01.83 20th October 2007 ----------------------------------------------------------------------------------------------- Patient Details Export amended 3.01.82 18th October 2007 ----------------------------------------------------------------------------------------------- Excel Download Changed - Transaction Text added as an option. Invoice Type added Sun Download - JI01 Added for VAT 3.01.81 17th April 2007 ----------------------------------------------------------------------------------------------- Phone Codes Report Changed Ward Codes Index Report Code Order Amended 3.01.80 27th March 2007 ----------------------------------------------------------------------------------------------- Standard Balance List - Initial/Name changed to Surname, Forenames 3.01.79 5th March 2007 ----------------------------------------------------------------------------------------------- Amendments to imports on Batches - Input Date and Time 3.01.78 4th December 2006 ----------------------------------------------------------------------------------------------- Excel Export - NI No. added 3.01.77 11th October 2006 ----------------------------------------------------------------------------------------------- Audit Trail (Date and Reference order) added full patient name. 3.01.76 19th May 2006 ----------------------------------------------------------------------------------------------- 6 New reports added to Balance List Reports - To show Debits and credits for each patient. 3.01.75 9th March 2006 ----------------------------------------------------------------------------------------------- Restricted Hospital - Option added to Batch Input to restrict viewing to only the current users batches. 3.01.74 11th February 2006 ----------------------------------------------------------------------------------------------- Restricted Hospital - Option added when entering screen to refresh view index or bypass the refresh 3.01.73 8th February 2006 ----------------------------------------------------------------------------------------------- Feature added to allow the creation of a duplicate patient record from an existing patients details where the patient is transferring from a different local hospital. -----------------------------------------------------------------------------------------------Invoicing and Receipting ------------------------------------------------------------------------------------------------ Year end Menu added 3.01.72 6th February 2006 ----------------------------------------------------------------------------------------------- Restricted Hospital - Report Selections Adjusted 3.01.71 26th January 2006 ----------------------------------------------------------------------------------------------- Restricted Hospital - Batch Input - Patient selection method adjusted 3.01.70 20th January 2006 ----------------------------------------------------------------------------------------------- Restricted Hospital facility added. Field to Identify Hospital restriction in Company details. Fields added to User to identify which hospitals the user can access All reports adjusted to allow for restricted hospitals Hospital Prefix added to be used when inerting auto matic patient numbers Separate automatic numbering sequences for each hospital for batches and patient accounts 3.01.67 4th September 2005 ----------------------------------------------------------------------------------------------- Phone Codes export - Export File name amended to J:\Equinox\Data\Phones.txt and a duplicate file with a file name of the current date 3.01.66 23rd September 2005 ----------------------------------------------------------------------------------------------- Phone Codes export - Exports Debit not credit New routine to recreate Phone Codes export 3.01.65 26th July 2005 ----------------------------------------------------------------------------------------------- Sun Invoicing download amended 3.01.63 14th June 2005 ----------------------------------------------------------------------------------------------- Excel File Import and validation routines added to Sun Invoicing (Requires twswxlin.xls) 3.01.62 30th March 2005 ----------------------------------------------------------------------------------------------- Added in user names to User Audit Trail ----------------------------------------------------------------------------------------------- Added Text fields to Excel data transfer 3.01.61 16th December 2004 ----------------------------------------------------------------------------------------------- Amended Batch Input screen for CFACS Receipts 3.01.60 11th November 2004 ----------------------------------------------------------------------------------------------- Added New Table for Receipts - Supplier Added link to suppliers from Receipts Transactions - CFACS Batch Receipts Only Adjusted the Charitable Funds Gift Aid Letters CFACS only 3.01.59 5th November 2004 ----------------------------------------------------------------------------------------------- Amended all invoice report selections where surname is used as a selection criteria. Allows blank surnames and any user input name. It now selects all surnames using a blank surname to zzzz Credit controller name now shows on invoice screen (Where credit controllers are used). Credit controller code against account must now be a valid code(Where credit controllers are used). 3.01.58 1st November 2004 ----------------------------------------------------------------------------------------------- Amended Receipts Audit Trail to allow selection by Input Date
3.01.57 22nd October 2004 ----------------------------------------------------------------------------------------------- Added new fields to the Company Details to identify which report layout is to be used for the travel receipts, both normal and volunteer car scheme. Single page use PATRECPP in both fields Landscape single page use PATRECLP and PATREVLT Hospital Number is no longer a mandatory field. HC2/3 and NHS Exemption numbers have been added to the Patient Details.
3.01.56 8th October 2004 -----------------------------------------------------------------------------------------------
Amended Phone Codes report. Amended Audit Trail's "Select All Records" button to "Select All Today's Records" Deposit Account Interest Calculation Routines amended to select all records, only thos with deposit account balances or only those with interest to be posted.
3.01.55 14th August 2004 ----------------------------------------------------------------------------------------------- Added an option to the user reports menu to search for a patient reference number in the users reports, to show the history of insert and edits on a patient record. ----------------------------------------------------------------------------------------------- Indexed (globally) the input date. Medical Team reports now use the input date for selection.
3.01.54 16th July 2004 ----------------------------------------------------------------------------------------------- Adjusted the leave details for in patient and out patient. If in patient then status of leave is On Leave or Admitted, for out patients it is Admitted or Discharged. Also added a delete button (for system administrators only). ----------------------------------------------------------------------------------------------- Added new fields to Company table to identify the name, address and phone number of the Charitable Funds Department. New Name and address has been enabled on some Gift Aid Letters. ----------------------------------------------------------------------------------------------- Phone Credit Code Field added to Company Phone Credit Export Reference added to Current Accounts Transactions Routine to export all phone credit transactions. Current Account --> Exports --> Phone Codes 3.01.52 12th May 2004 -----------------------------------------------------------------------------------------------
New Field in Company Details to allow
a warning on Batch Input if a payment for a patient would create an
overdrawn balance.
3.01.51 6th May 2004 ----------------------------------------------------------------------------------------------- Added the selection criteria
used for the interest report to the print out
3.01.50 27th April 2004
----------------------------------------------------------------------------------------------- Added a new view index to batch receipts
based on input date and time.
Added Integra Accounting system to invoicing and receipts Added selections by company for Pre-Banking, Banking, and Provisionals Reports. This only applies if a multi company system is being used. Added ----------------------------------------------------------------------------------------------- Adjusted the Excel Export so that the sent to address is split to individual fields.
----------------------------------------------------------------------------------------------- Adjusted label print
Replace statement option with periodic statement option on the enquiry screen. ----------------------------------------------------------------------------------------------- Added option to excel export to inlucde addresses in the export ----------------------------------------------------------------------------------------------- Added to transfer of Payments to Patients Finance a transferred date.
3.01.49 5th March 2004 ----------------------------------------------------------------------------------------------- Added Property Permissions to Users File (This applies only if you are using the Stores Property method.
----------------------------------------------------------------------------------------------- Added an option to export the Invoice Addresses in the Export to Excel option. 3.01.48 5th March 2004 ----------------------------------------------------------------------------------------------- Added discharge dates selected to Full Statement and both Periodic Statetements. Added next batch reference field to
Hospital table - 3.01.47 26th February 2004 -----------------------------------------------------------------------------------------------
Added Descriptions for Ward, Hospitals and Directorates to Company Details. These descriptions will be used to replace all descriptions on screen. Screens for entering these details are now on the Patient Travel Menu Added new user rights for Patients Travel Added report group to Users for Patients Travel to log all reports. Patient Details updated from claim screen if new documents are presented. Added to Company details an option to use the Location's Next Claim Reference as the Claim Reference Number Added to Company details an option to use the Location Code added to the Next Claim Reference as the Claim Reference Number
3.01.46 20th February 2004 -----------------------------------------------------------------------------------------------
Added option to record travel methods as Voluntary Car Scheme. This is then used to produce a different receipt print. ----------------------------------------------------------------------------------------------- Journal number added to company details Company Colour Added (Changes colours of screen backgrounds) this will be implemented fully over a period of time. Descriptions added to Company Table to rename Directorate, Hospital and Department. Adjustments to reports and screens will be completed over a period of time. If you spot any omissions or require a particular report updating then please contact us immediately. Reminders 1 - 4 (CFACS) Statements Normal, Detailed and Detailed Portrait - Added an option to add a note to all invoices to identify the date the statements were printed.
----------------------------------------------------------------------------------------------- Receipt Layout Report name added to company details Alternative Layout for Charitable Funds
Receipts ----------------------------------------------------------------------------------------------- Added Details Field to transactions (Sage only) this is then sent to Patient Finance account as the extra details line. Amended Petty Cash Sheet Print and Signature Print layouts for Sage systems. Transfer to Patients Finance to send
only current days Patients Finance Claims to Patients Finance routine
created (Sage Only). 3.01.45 23rd January 2004 ----------------------------------------------------------------------------------------------- Added Patients Index for Social Workers Added New Stationery type "Logo Only" to Correspondence.
----------------------------------------------------------------------------------------------- SUN Download Recreate option amended to check the correct type D/C for each transaction value. 3.01.44 25th November 2003 ----------------------------------------------------------------------------------------------- Journal number selection added to Excel Export and into data file. ----------------------------------------------------------------------------------------------- Added Day Name to Regular Transactions Labels and Signature Lists Added an export facility to Contact Names 3.01.43 14th November 2003 ----------------------------------------------------------------------------------------------- Added System Administrator option to Users Names Added option to main menu (for administrators
only) to allow editing of transactions for both Current and Deposit
accounts. New option on Regular Transactions print
screen to print regular transaction labels New buttons added to enquiry screen to go into the periodic statement screen with the current patient selected and the transactions from the beginning of the current month to today's date.
------------------------------------------------------------------------------------------------ ----------------------------------------------------------------------------------------------- Amended Regular Batch Transactions to update the next due date by the previous date plus the interval (Instead of the payment date). Added a routine to fill in any blank periods (usually from imports from other systems). Added extra processing to ensure imported blank periods are corrected on import, not after transfer.
------------------------------------------------------------------------------------------------ ----------------------------------------------------------------------------------------------- Added option to e-mail letters. ----------------------------------------------------------------------------------------------- Added Location to Standard Mileage Tables Added Export and Import option to Standard Mileages so that you can export a list of locations from your table and then import a copy of these names. Copies will only be imported if a location code has been added to the existing codes. If more than one location is using the system then the new button on the main main menu can be used to identify the location of the operator. From this point the standard mileages displayed will be the standard mileage from the new location. ----------------------------------------------------------------------------------------------- Added A/c Codes Detailed VAT analysis and VAT A/c Codes Totals analysis reports Amended CFACS Download routines. Added option to e-mail letters. ------------------------------------------------------------------------------------------------ ----------------------------------------------------------------------------------------------- Intranet statements display a warning if a folder can't be created. Periodic (Exported) Statement - Handling running balances for control accounts correctly. Letter Fields New Type Added Code 519 Text Code <BENEFITTYPES> Description Type of benefit received by the patient. This can be used in letters to identify the benefit types received by a patient Regular transactions can be created to transfer details to the deposit accounts. Field Added to regular transactions
to enable a point and click selection for transfer to batches. Validation added to all batch screens to ensure that batches can't be created without an Account Code or I&E Code. Benefit Details added to Enquiry Screen. Option Added to Deposit Batch Screen to convert a Current Account batch to a Deposit Batch ------------------------------------------------------------------------------------------------ Accounts Post Code Index (5th line of address) Accounts Pick on Invoice insertion now selects by Name the Post Code (Press ESC on the first selection window to change from name to post code order. Option added to Company Table to Capitalise (First Letter to upper case), Upper Case or Any Case the Accounts Names and addresses. Calculation Menu added to Accounts Details
"Convert All Names to Format in Company". This will change
all names and address to the format defined in the Company Table. CFACS restricted viewing screen - Pick buttons added to select by Invoice number and Surname.
------------------------------------------------------------------------------------------------ Licence Renewal Warning extended to 21 days. ----------------------------------------------------------------------------------------------- Index print - Selection for blank gender fields allowed. New option for Deposit Account Batches allowing "reducing total" batches and "no check" batches Intranet Statements now produce current account / deposit account and combined account balances. Name format field added to Company Details to allow user to specify Capitalise or Any Case. Reports added to enquiry screen. Please note these are only available when viewing patient details, not when viewing transactions. ------------------------------------------------------------------------------------------------ When transactions are deleted if no transactions are recorded against the receipt then the bank account (a hidden field) is cleared.
----------------------------------------------------------------------------------------------- Patients Statements - Added previous method for producing statements (Calculation) as well as the new (Export) method. Social Worker Table now a list of name
types. Notes and correspondence screen re-designed. Notes are now on the first screen along with a snapshot of the first letter for each note and summaries for subsequent letters. A new code needs to be added to the
Standard fields list. <PATPROPERTY>
------------------------------------------------------------------------------------------------ Amendment made to licence update routine to identify licence location errors more easily. Company Details ------------------------------------------------------------------------------------------------ Patients Property Selection Report Added Full Details Report - Added selection this patient or all patient. Report now includes all new patient data fields. Added Consultant Code, Department Code
Tables Patient Surname properties changed so that O'Reilly, McCarthy etc now display correctly without spaces.
Indexed Company Field,
Patients Property Modified for Option to Use Strong Rooms and Boxes - Special Hospital Specification ------------------------------------------------------------------------------------------------ Added Credit Controller Index to Accounts Mini-statement Now produced in Date order. Export to Excel Function added to Insert Current Account - Report Menu Fields added to restrict companies viewed on view only screen. View Only screen accessed using "INVVIEW.JCL"
as the start up function instead of INVMENU.FRM or OPENING.FRM ------------------------------------------------------------------------------------------------ Added Field to Wards for Intranet Statements. Added Reference 2 selection to Audit Trails New report attached to users to print out a users rights. Export to Excel Function added to Insert Patients - Download Menu
NOTES Add Code 517 <PATIENTTITLE> Patients Title to the letter fields codes ------------------------------------------------------------------------------------------------ Added a switch to the company details
to restrict all current, deposit and batch dates to Added new Field in Company Details for an automatic Reminder on Patient Insertion, and to run the notes action dates reports on startup Added new Field to Users to include/exclude zero balances on Balance List report. Added fields for Allowances claimed and payment method. Added Transfer details (Other Hospital, Residential Care, Prison) Added Amenity Patient Detail. Leave Group Added. Automatically updates On Leave Field for each Patient. Added Patient Title Field (completed automatically based on Gender and Marital Status but can be over-ridden)
------------------------------------------------------------------------------------------------ Added Social Worker Field to patients
Record New field Added "In-Patient / Out-Patient" New field added to the Company details to identify changes to the descriptions for Hospitals and Wards if the patient is an Out Patient. New Routine to Calculate Interest (and
transfer) on the Current Account Transactions. Deposit Interest Calculation Report. Added a field to identify the change to the Balance after Transfer
New Report - Invoice Summary (CFACS) New Report - Working Days >3 (CFACS) Added Advice Received Date - used in Working days > 3 report. ------------------------------------------------------------------------------------------------ Added Notes Memo Field to Accounts table (Invoicing) Amended Invoice Input screen so that viewing rights to note and correspondence are attached to the Users Letters View Option. Added an option to the print statements routine to allow exclusion of suppressed invoices. Added a utility to clear the transferred flag on batches (Provided all bathes have been transferred). ------------------------------------------------------------------------------------------------ Print reminders due option amended to
select all, suppressed, un suppressed. Invoice Letters Added buttons to change name and address, and signature and position. Automatic Credit notes now clear the
cash allocation on both invoice and credit note. Medical Team Reports, Added input date selection. ------------------------------------------------------------------------------------------------ Amended Aged Debtors Outstanding report to allow correct selection of periods. Additional letter text fields added. (Check with Timeware Software for latest codes) CFACS Systems added 3rd and 4th reminder letters Amended letter routines to display 2 decimal places for all values. Invoice Letter reference made into a global index, allows for sort/search on letter reference.
------------------------------------------------------------------------------------------------ Amendment to Screen display to show transactions in order of Group and Entry order. New Summary and Totals Reports added to Audit Trail, Receipt Audit Trail, Outstanding Debtors and Aged Outstanding Debtors. Additional Selections added. CFACS Accounts codes validated against Valid accounts codes table. Amendment to deletion of non-print transactions to ensure they can be deleted when the second group has been started and no sub-total entered and deleted. ------------------------------------------------------------------------------------------------ CFACS Invoicing New Invoice Layout (allowing for duplex printing. Download to Comma separated file for
transfer to General Ledger New screen to quickly enter Invoice Data to a provisional Receipt.
------------------------------------------------------------------------------------------------ Periodic Statements re-written to allow for all Statements to be calculated and printed in one go allowing statements without transactions to be printed out. Interest Calculation method adjusted to avoid problems of back dated transactions. ------------------------------------------------------------------------------------------------ Sun Download routine adjusted to ensure all T4 accounts are identified and all location codes are included with the VAT and double entry transactions. Alert added to print invoices screen if Screen print is selected to remind users that the printed date will not be set. (CFACS Systems Only)
------------------------------------------------------------------------------------------------ Added a Reminder Suppression Code Table Currently Available only to CFAC's Invoices Added reminder suppression code to Notes transactions (CFACS only) to force entry of details when suppressing and clearing reminders. Added Medical Teams to Tables Menu Added a field to the Invoice Codes to
identify that it is normally a split coding. This will display a warning
on the invoice input, and re-set print this line to No. Added NHS Organisation Code to Company Details Added Specialty to Consultants Table
------------------------------------------------------------------------------------------------ Added CFACS Accounts Option to System Added Consultant Codes to Invoices and separate table Added Insurance Company Details to Invoices and separate table Added Mini Statement Option to display in a print window all details of the displayed account on screen and copied into the clipboard. Phone Number, Fax Number and E-mail address added to accounts file. Added Payment Due No Days from Invoice date and Payment Due date fields to Invoices and normal payment days to accounts file. Added Old Year Indicator to Invoices (Blank or 2) Credit Controller Table Created Credit Controller Code added to Accounts Table Added "Choose Printer" Field to Company Table for later use. Added Current Period Only Field to Company Details. Added Phone Number to Users Table, available on invoicing codes screen. Added to LETTER FIELDS 30 <USERPHONENO> User's Phone Number Invoice generation routines will now transfer the User's Phone Number to replace <USERPHONENO> System Administrator field added to the Users Table (For Invoicing) General Ledger Download file Split between New and Old Year indicator. When an invoice is inserted against a account that does not exist the user can now create an account from the invoice, automatically when the invoice is saved. Automatic Credit Note and receipt (Write Off), with receipt (Write Off) against original invoice. Choose printer has been added as an
option to the User Database.
------------------------------------------------------------------------------------------------ Cheque Payments Signature import from CD added. Consultant Table Added - Lookup in Invoices added Medical Team Table Added - Lookup in Invoices added Printed Dates added to Sun Batch Receipts Printing Cheques - Routine to import signature from CD if identified. If an automatic cheque signature is required all failed attempts are logged in the User file. ------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------ Hospital Code Description increased from 30 to 50 characters.
Invoice print amended print layout details in total box.
Added option on Tables menu to access next receipt no on Company Details screen. Added fields in Company detail to restrict/check size of accounts codes on the batch input screen. Globally indexed transaction fields:- Receipt No, Account Ref, Amount ------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------ Amended NCR Periodic Statement Report Layouts ------------------------------------------------------------------------------------------------ Amended Pick buttons for Surname and Account Number so that lists are displayed in Invoice number order.
Check on Claims to warn if payment exceeds the Sub Float Total
----------------------------------------------------------------------- Amendment to Deposit Balance List Selection. Selects all balances from -9,999,999 to 9,999,999 and excludes 0.00 balances 5 New Index Reports added (Print Index - Extended Index)
Amendment on invoicing screen to entry order when editing the invoice details for suppression of invoices. Adjustment to Sun Download selection screen. Company Identifier Added Cost Centre Table : Company Identifier Added
Company Identifier Added to all receipt screens. Regular Invoices : Company Identifier Added
------------------------------------------------------------------------------------------------ New Field added to Directorate Codes for creating a lookup to Accounts System Directorate Codes.
Added to Audit Trail, Facility to select by Reference 1 Fields added for use in creating interest
for current accounts (as opposed to deposit accounts) Option added to Company Table for Auto-Number Patients and Identify next Patient Number ------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------ Periodic statements amended to avoid potential problems of incorrect display order if users back date transactions.
------------------------------------------------------------------------------------------------ Periodic statements amended. ------------------------------------------------------------------------------------------------ Option added to patients notes to identify the completed date. When inserting claims the number of notes is displayed and then an option has been added to view all notes in a window. ------------------------------------------------------------------------------------------------
Printed Invoice Editing: Now allowed to edit Type, Advice Note Number, and Narrative. Button added to view full text description. 7 New Reports - Print Invoice List. Option added to recalculate all invoice statement/reminder fields based on the information held against the account code. When transferring regular invoices an option has been added to transfer the invoices using the regular invoice date and period or a run time date date and period.
Picks for Surname and Total adjusted to include an amount sort for the surname pick and a date sort for the amount. Sun Users - Download added for Charitable Funds.
New field added to Company details to allow for Patients from multiple Hospitals to be displayed on pick of patient account number in all batch input screens. This also over-rides the check on the hospital code for the batch. The implication of this is that the control accounts (Bank account) can be for just one hospital and not a control account for all hospitals. Regular Transactions screen Pick Buttons in correct entry order. Licence Time Check extended to allow for slower networks. New Menu.FRM introduced to reduce the transfer time to and from sub-menus. All reports now accessible from individual options and in most cases from multiple screens. Patients Comments field added to Batch Input screens. Batch Input Screens - Patient Account pick window increased number of lines showing more accounts at any one time. Empty Batches (Batches without transactions) now automatically excluded from transfer. ------------------------------------------------------------------------------------------------ 4 New Statement Layouts added, now print out in portrait mode. Reminders due report. Now selected by All, Un-suppressed or suppressed only. Invoice print date now recorded only as the original print date. Notes and Notes actions reports added to the system.
Patient Finance Account number added
to Petty Cash Claim.
------------------------------------------------------------------------------------------------ Report added to Index Print - Shopping Excl. Vals. This prints the shopping index but without the balances on the report. Print Regular Transactions report in Ward Code Order now sub-totals for each ward and prints each ward on a new page. New reports added to the Transaction Date Audit Trail - When Reference 1 is the sort order and Totals only are selected then an option of printing only Ref 1 total or Ref 1 Totals and then sub totals for each transaction code within the batch. ------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------ Patient Property report. Option added to include / exclude returned property on the report. Patient Property Return Report - Benefit Details added to report. Property viewing/editing details - security increased.
Banking report layout adjusted to increase gap between Value and Banking Reference. Remittance Book Screen. Amended the Display order on screen to input order. Remittance Book Reports. A record count added to the reports. Details transferred to Charitable Funds send the Text field, Forename and Surname to the details field on the Charitable Funds System.
------------------------------------------------------------------------------------------------ Reminder / Statement field added to Regular invoices. This field transfers from regular invoices to normal invoices. If the Field is left blank then it will be recorded as "Statement" on import to the Normal invoices.
------------------------------------------------------------------------------------------------ MISSCONO.PRC added to fill in any missing company numbers on old transferred invoices New Field added to COSTCENT Cost Centre
Code. Allows identification of T4 Account Code when using Sun Accounts Reminder Letters - Date of printing set before printing. Statements - Option added to all statement prints to print out a monthly sub-total. Audit Trails - Advice Note Number added to all audit trail prints. ------------------------------------------------------------------------------------------------ Account Manager Table Added Code, Name, Job Title, Address and Phone Number. Directorate Code and Account Manager Code added to Cost Centre Table Unique identified to last claim viewed added. Allows last claim to be displayed as soon as screen is used. New Report of Petty Cash Claims analysed by Account Manager.
Transfer of receipts to Charitable Funds.
Reference number added to identify the file ------------------------------------------------------------------------------------------------ WARDENQ.FRM added to allow users to
login using a ward code as their user name (See below). Login Time is recorded in the Users
File To create a new user in Equinox First run Equinox.Exe or Equinet.Exe for multi-user systems Login as Equinox (Check with Timeware for password) Click on the System Menu Click on User Management Click on create Type in the user name (The Ward code for the above option), password (twice), Users full name then select Users as the Group (Some systems may not allow the group setting in which case leave the group blank). Click on OK Click on Exit to leave Equinox.
Current Account Batch Validation and Transfer Routines. Second user name now allows more than current user to be selected. Selection field added to Wards database.
Ward Code field added to each line on the Batch Validation Reports (Transaction Date Order) Periodic Statements Ref2 Removed from statement, Details and Description joined into one field, each transaction on periodic statements now appear on one line Ward Code selection added to the "Print all patients property by ward option" on the patients input screen. Ward Code selection added to "Print regular transactions". Periodic Statement Print. 4 new report types added. Reduced format. Excludes the summary of the accounts and moves Dr and Cr columns to right of the description. Adds in an opening balance and closing balance for the period.
Licence Update option added to opening menu and splash screen. ------------------------------------------------------------------------------------------------ Amendment to Input and Edit of Patient
Details. Users Reports Screen. Audit Trail amended to include an on-screen count as the records are selected.
Field added to allow identification of Gift Aid Receipts relating to Charitable Funds receipts. The field transfers to the Charitable Funds System, through the Batches and into the fund transactions Field added to Receipt to identify the status of gift aid. Table created to check gift aid confirmation, records Post Code, Address, Name and Date confirmed. This table is used to check subsequent receipts based on a match of post code, address and surname. New Gift Aid declaration / letter. Additional checks added to ensure all receipts have all appropriate double entry codes assigned. New NHS format logos added to all receipt and invoice prints.
Consultant Field Description changed to Consultant /RMO
The Description of the item "Insert Letter Codes" on the Tables Menu has been changed to "Insert Standard Letters"
PATIENTACNO PATIENTFORENAME PATIENTSURNAME
PATIENTHOSPITALNAME
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