Crystal PM Changelog

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Crystal PM Changelog by Version

Beta Current Beta 6.0.14

Category	Change Type	Description
Admin	Added	New integration with InfiniteVT
Inventory	Added	The Frame and Contact Lens search windows have been updated in all locations in Crystal to match the new ones in the Inventory
Patient	Added	A "Copy" button to the Frame Order page that allows you to copy the order information in XML format
Reports	Fixed	Trying to use a Word template with the Schedule Report causes an error and won't proceed
Schedule	Fixed	Double clicking on a schedule template that has no appointment type assigned to it causes an error. Right clicking on it to create an appointment works correctly though

Full Release 6.0.12

Category	Change Type	Description
Admin	Fixed	Clicking on Admin->Credit Card gives an error and won't let you proceed
Billing	Fixed	iMedicware integration does not work when trying to submit an invoice
Inventory	Added	Ability to print from the main Inventory page and from the Transaction Report
Inventory	Added	Ability to right click on column headers in the Transaction Report to select/deselect columns
Inventory	Fixed	Logging into a location and then going to the Inventory tab will always default to location 1
Inventory	Fixed	Trying to perform a transaction for an item is prompting an error saying that the quantity doesn't equal the item stock, even when not tracking individual items in Admin->Inventory
Inventory	Added	Ability to right click on a row in the Transaction Report and jump to the Billing tab for the patient in that transaction
Records	Added	Ability to export/import settings in Clinical Decision Support

Previous Beta 6.0.11

Category	Change Type	Description
Inventory	Added	Different colors to rows in the Inventory to designate frames that have a quantity of zero or if they are deleted
Records	Added	Expiration date to New Jersey Spectacle RX printout

Previous Beta 6.0.10

Category	Change Type	Description
Billing	Fixed	When printing CMS forms without a background, it will prompt an error stating the CrystalPM Printer needs to be installed
Patient	Fixed	Searching for patient's with very short last names or names with special characters doesn't work when set to Search on Server (ex: O'Connor)
Records	Fixed	If the Create Medical Records button is enabled but isn't clicked, you're still able to enter info into the first tab of the records, this data is not saved when you leave the page though
Records	Fixed	Viewing drug prescriptions in older records displays the additional details beneath it

Previous Beta 6.0.8

Category	Change Type	Description
Inventory	Fixed	Printing frame labels does not display prices in a dollar format (ex: displaying 100 instead of $100.00)
Inventory	Fixed	Inventory columns cannot be sorted
Inventory	Fixed	When trying to add/update a frame, if the Manufacturer dropdown is selected first, the Collection dropdown will not work
Patient	Fixed	When printing both the Spectacle and CL prescriptions at the same time, the CL Series overlaps with other text

Previous Beta 6.0.7

Category	Change Type	Description
Inventory	Updated	The inventory page has been redone! Most of the functionality should be the same but should include additional functionality along with reworks and fixes of some systems from the old layout
Inventory	Fixed	Searching the Transaction Report by a specific transaction type will not return the correct results
Inventory	Fixed	The new CL catalog selection will not allow you to select a lens if any of the dropdowns are not selected (Ex: if a lens doesn't have a color)

Full Release 6.0.6

Category	Change Type	Description
Reports	Fixed	Running any report causes an error to pop up
Schedule	Fixed	Fields inserted into the Schedule Appt Text and Notes Text in Admin->Schedule are not displaying correctly

Previous Beta 6.0.4

Category	Change Type	Description
Schedule	Fixed	When on the weekly view for an employee that has at least one day that they are not scheduled for, any schedule templates for that day will still show up

Full Release 6.0.3
Previous Beta 6.0.2

Category	Change Type	Description
Schedule	Fixed	Trying to create recurring appointments causes Crystal to crash

Category	Change Type	Description
Schedule	Fixed	Appointment information is being deleted as it is typed in due to schedule auto refreshing

Full Release 6.0.1

Category	Change Type	Description
Admin	Added	New scaling option for CMS forms in Admin->Defaults->CMS Form Defaults. Can edit the X and Y axis scaling (ex: setting it to .9 will scale it down to 90% of the normal size)
Billing	Fixed	Transaction history prints more than the selected items
General	Fixed	E-Dr integration, offices will need to be on version 6.0.1 or higher for the E-Dr integration to work going forward
Patient	Added	New "RX His" button to Contact Lens Orders to more easily view previous CL RXs, also available when looking up CL orders in the Contact Orders Report
Schedule	Fixed	Automatic schedule refresh not working for offices without an online scheduler
Schedule	Fixed	The "Next Appointment" and "Last Appointment" dates are incorrectly swapped around in the Linked Patients area of the appointments

Full Release 5.7.16

Category	Change Type	Description
Billing	Fixed	Printing transaction history doesn't print all selected items

Previous Beta 5.7.15

Category	Change Type	Description
Patient	Fixed	If you are set to "Search in memory" in Admin->Patient, it will not allow you to search for patients using commas (ex: Test, John)
Patient	Added	A new "Clear" button to the Patient->Insurance area

Previous Beta 5.7.14

Category	Change Type	Description
Inventory	Fixed	Searching for Framesdata frames via the dropdown options causes the Sales Price to calculate incorrectly
Patient	Fixed	When creating a contact lens order that has an Airoptix lens and saving it to the OOGP batch, the description will not display in the order
Patient	Fixed	Slow speeds when typing in the patient search window
Patient	Fixed	When using certain criteria in the patient search window such as First/Last or Last/First, it won't actually search anything
Records	Added	Added: Sending to a word template prompts you to add a Correspondence Note to that patient (identical to how it currently works when doing the same thing in the Patient or Schedule areas)
Reports	Fixed	Removed duplicate Print buttons on the Claims Report
Schedule	Fixed	Signing a patient in and then updating the appointment at any point after that will also update the sign in time

Previous Beta 5.7.9

Category	Change Type	Description
Admin	Added	Clear button in Admin->Defaults->RX Specific Defaults
General	Added	New option to prompt you to select a scanner every time
Schedule	Fixed	Schedule is showing a red dot for the TAB integration status even though it's working correctly
Schedule	Fixed	Once an appointment has been set to Signed In or Signed Out, it will not save any other status changes to the appointment. (ex: appt is set to Signed In, if you try to set it to canceled or missed after that it will just revert back to Signed In)

Previous Beta 5.7.7

Category	Change Type	Description
Records	Fixed	Fields that have a tab spacing in them will not print to PDF correctly
Reports	Fixed	Chargebacks put into the mass insurance check are not showing up in the Daily or Production reports
Schedule	Fixed	If a patient modifies an appointment from an SYE email, it will not update in Crystal

Previous Beta 5.7.5

Category	Change Type	Description
General	Fixed	Popup windows appearing behind other windows in Crystal, freezing up Crystal until they are clicked or until you press Enter
Patients	Added	When trying to print an expired prescription, a prompt will show up asking if you're sure you want to print the expired prescription
Records	Fixed	Crystal freezing up when trying to mark a record as Completed and then trying to adjust the date of the record
Schedule	Fixed	Rescheduling appointments doesn't save the new appointment and doesn't delete the previous one
Schedule	Fixed	When viewing the Schedule in the Weekly View and setting the weekends to be hidden, the schedule leaves grey empty spaces where the weekends would have been
Schedule	Fixed	When using the "Time In" and "Total Time" merge fields for the Schedule Appointment Text, the Time In is constantly changing to be the current local time and the Total Time is constantly increasing after patients have been signed out - also applies to offices that have left their Schedule Appt Text blank in Admin->Schedule->Settings

Previous Beta 5.7.4
Previous Beta 5.7.3

Category	Change Type	Description
Schedule	Fixed	When viewing an appointment, the Go To Page->Records function doesn't go to the records page

Category	Change Type	Description
Schedule	Fixed	Unable to edit appointments when using the Old Schedule View

Previous Beta 5.7.2

Category	Change Type	Description
Billing	Fixed	Editing invoices and trying to add a diagnosis code gives an error
General	Added	Bulk scanning feature: Located at the top of Crystal in Import/Export->Bulk Scanning. Allows you to scan into Crystal the same way you currently do and then save each scanned file and allow you to pick and choose which files are uploaded to which patient
General	Fixed	Kiosk issues with trying to link to Crystal via shared folder
Inventory	Added	Text spacing option when editing the frame label template, this allows you to move the label text independently of the UPC
Reports	Added	Additional column added to Mass Insurance Check for VSP payments minus chargebacks
Reports	Fixed	Invoice notes not showing up in the Claims Report
Reports	Fixed	Extra digit showing up in Insurance Payment Total for Mass Insurance Check - only happens when there is an amount for $0.01
Reports	Fixed	Running the Schedule report and selecting the Use Booking Date checkbox does not actually show appts in that date range by booking date
Reports	Added	Assigned Invoice Provider Report - Allows an office to find invoices without certain bill codes (ex: Full Exam) and also see which provider was assigned to previous Invoice with those codes
Reports	Fixed	Issue with statements not using the custom printout format when printed from the Patient's Receivable report - single location offices only
Schedule	Updated	The schedule page has received an update, along with an updated look. Most changes are on the back end so it should function about the same, some parts of the appointment window have been moved around a bit though
Schedule	Added	Patient ID to schedule printout

Previous Beta 5.6.34

Category	Change Type	Description
Billing	Fixed	Error when trying to print Transaction History
Patient	Fixed	Issue with patient's insurance name being deleted when importing online forms (should only happen to insurance names with parenthesis in them)
Patient	Added	Declined texting checkbox in Patient Info, also added as a search parameter in the correspondence report
Tasks	Fixed	Unable to assign tasks to employee groups

Previous Beta 5.6.33

Category	Change Type	Description
Patients	Fixed	Issue where custom frame UPCs weren't pulling up the frame information in a frame order
Reports	Fixed	Issue where the Billing Service report wouldn't open
Tasks	Fixed	Issue where tasks couldn't be assigned to groups and where the groups would display the incorrect employees/tasks in that group

Previous Beta 5.6.32

Category	Change Type	Description
Reports	Added	Location groups for Daily Report and Daily Production/Multi Day Production Report
Reports	Fixed	Issue where the Patient's Receivable report will come up blank for offices that are not multi location

Previous Beta 5.6.31

Category	Change Type	Description
Admin	Added	Ability to create groups for Locations
Admin	Fixed	Print Address Label not printing Clinic Name in Admin->Defaults->Pro Referral
Billing	Fixed	Removed 0.00 amount from comments on invoices
General	Fixed	Checkbox overlapping with button in Import/Export->Export Patients->CCD
General	Fixed	CLX add power showing up twice
Patient	Added	Pronunciation field to the Patient Info page
Records	Fixed	Extra characters showing up for checkboxes in Letters (ex: \ul_X_\ul0 instead of just X)
Records	Added	Append option for Hand Writing Entry/Tablet Version
Schedule	Fixed	The schedule showing a red dot for the TAB integration even though it may be syncing just fine

Previous Beta 5.6.30

Category	Change Type	Description
Billing	Fixed	Billing codes marked as Contact Lens/Misc not carrying over from Routing Slip
Records	Fixed	Button click on field focus not forwarding to other fields correctly
Reports	Fixed	Mass insurance check details not showing
Schedule	Fixed	Monthly view showing scheduled days as unavailable if the start time is PM
Schedule	Fixed	Null error occurs when trying to create a recurring appointment with no end date
VSP	Added	Allows comments in the RX and convert to zeros for VSP claims submissions
VSP	Fixed	Frames page loading for VSP

Previous Beta 5.6.29

Category	Change Type	Description
Patient	Added	Buttons to swap the notes in the "Notes to Lab" and "Notes (not sent to lab)" sections in the Frame Order Page

Previous Beta 5.6.28

Category	Change Type	Description
Billing	Added	Frame info to invoices in Billing and in Reports
Patient	Added	Sending passcode for online forms now checks to see if that patient has already filled out a form
Patient	Added	Ship to Patient option in Frame Order page
Patient	Fixed	Printing folder labels would show today's appointment instead of showing the next appointment date, but only when today's appointment was signed out
Records	Fixed	Marking the Prescription tab as a Summary tab causes a duplicate RX field to show up when viewing old records

Previous Beta 5.6.27

Category	Change Type	Description
Admin	Fixed	VSP bug fixes
Billing	Fixed	Rounding error in the Insurance Breakdown window
Patient	Fixed	Wild Card search for DOB
Reports	Added	Inventory purchase price to the Sales Payment Report
Reports	Fixed	Schedule Report isn't printing the dashboard when the Show Dashboard box is checked
Reports	Added	New Report: VSP Claims Report

Previous Beta 5.6.26

Category	Change Type	Description
General	Updated	Handwriting on Tablet
Integrations	Updated	CodeSafe
Records	Fixed	Data Transfer Fix -> Import Last Exam on CLRX
Reports	Fixed	Correspondance Report -> Fix for Last Appointment Dates

5.6.25

Category	Change Type	Description
Billing	Fixed	Issues with not being able to submit Apex claims.
Records	Fixed	Letters -> Fixed an issue where having a \ character in a field would end up cutting out sections of the letter when merging fields.
Reports	Added	Custom Invoice Report -> Added Schedule options to the Customize Options section.
Reports	Fixed	Daily Report -> Open Med Recs -> Fixed issues with permission and access to the Medical Record Report not being registered correctly.
Reports	Fixed	Doctor Report Card -> Fixed an error that would occur when certain settings are enabled.
Schedule	Fixed	Open Records -> Fixed issues with permission and access to the Medical Record Report not being registered correctly.

5.6.24

Category	Change Type	Description
Admin	Fixed	Employees -> Issues with opening and viewing an Employee's settings if they have previously had a QR code generated for the 2FA settings.
Admin	Removed	QuickBooks integration has been removed.
Patient	Fixed	Files -> Email Office Document - Issues when you close the window with the X button not canceling the action to load Microsoft word.
Records	Fixed	RX button -> Issues with the window not showing the latest Spec RX when opened until record has been closed or the page was refreshed.
Records	Fixed	Added: Clinical Decision Support -> Added new option to "Print" and "Print to File."
Reports	Fixed	Doctor Report Card -> Issues with being able to manually type in the window in areas like the date selector.
Reports	Fixed	Patients Receivable Report -> Removed cell phone causing issues with BillFlash integration.
Schedule	Fixed	Issues with the Search button being cut off and disappearing.
Schedule	Fixed	(Specific to offices with Security level 1 and no employees created or set on the schedule) Issues with going to the schedule page throws an error and crashes Crystal.
Schedule	Fixed	Appointments -> Fix for changing an appointment to an employee with no initials set not appearing in the Appointment Log.

Full release 5.6.23

Category	Change Type	Description
General	Updated	TAB updated to v3.08.
Patient	Fixed	Frames -> Fix for Auth # not populating without an expiration date assigned.
Reports	Fixed	Sign-in/Sign-out Report -> Issues with double-clicking an appointment after the column has been resorted opening the wrong appointment.
Reports	Added	Schedule Report -> New area for marketing that pulls from the marketing assigned to appointments.
Reports	Fixed	Sales Report -> Issue with text appearing on the printed report.
Reports	Fixed	Daily & Multi-Day Report -> Issues when clicking into the external credit amount it breaks down the count but if you double-click into the count it does not break down by patient.
Schedule	Fixed	Issues with error messages appearing when navigating through the Schedule page.
Schedule	Fixed	Fixed: Issues with opening appointments when there have been no previous settings set for Schedule Marketing.
Schedule	Added	Appointments -> New marketing section added to the Schedule that work similar to flags but are customizable. These are set and created under the Admin -> Schedule area.

5.6.20

Category	Change Type	Description
Admin	Changed	Defaults -> Patient Page Defaults - Printing the Professional Referral label now includes the Clinic Name.
Admin	Added	Defaults -> Patient Page Defaults - Added new option to automatically set the Authorization Expiration field under Patient -> Insurance to expire in 30 days like it did in older version of Crystal.
Patient	Fixed	Spectacle Rx -> Issues when printing prescriptions with the "Print All" button and the Hide Rx Notes option under Admin -> Defaults is turned on, it only hides the first set of notes, not the other two.
Reports	Added	User Log Report -> Added tracking for logging in with 2FA and editing of invoices to the User Log.
Tasks	Added	Added a "Recall" button to the Task window.

5.6.19

Category	Change Type	Description
Admin	Fixed	Integrations -> Fixed an issue with deleting bill codes on the CLX catalog with the Delete key.
Admin	Fixed	Employees -> Fixed an issue when double-clicking an employee who had previously had a QR code generated in their settings.
General	Fixed	CLX Integration -> Fixed issues with the CLX catalog not properly carrying an item over when switching between Default Rx and CLX radio options on prescriptions.
Patient	Fixed	Issues with the Search for Patient window not showing inactive patients when the Find Patient setting under Admin -> Patients is set to "Search in memory".
Patient	Changed	Changed the Alert Comment to add the date at the beginning instead of at the end when the setting under Admin -> Defaults -> Patient Page Defaults has "Add Date to Alerts" set.
Records	Fixed	Correspondence Report -> Issues with Last Exam date not appearing when running the report.

5.6.17

Category	Change Type	Description
General	Updated	TAB updated to version 3.07.
General	Fixed	Issues the CPM mail window not opening.
General	Fixed	Search for Patient Window -> Fixed issues with larger offices searching for patients based off the First or Last name and the patient not appearing unless searching with a different criteria.
Patient	Added	Search for Patient Window -> Added Wildcard search option that will search based off multiple criteria at once.
Records	Fixed	Issues with Diagnosis Codes appearing to have blanked out when leaving the Records page and going to view it later.
Records	Fixed	Records for Procedure -> Issues with the assigned colors not appearing on the first tab when starting a record.
Schedule	Fixed	ScheduleYourExam -> Fixed an issue with appending notes to an appointment.
Schedule	Fixed	Issues with creating Recurring appointments without an end date assigned.
VSP	Fixed	Issues with receiving error messages from VSP.

5.6.15

Category	Change Type	Description
Billing	Added	Payments -> Added Patient EFT payment option. Reports have also been changed to address and match these changes.
Billing	Fixed	Fixed an issue where discounts based off percentages were not rounding up to the correct penny amount properly.
General	Added	Kno2 Integration can now send messages to recipients found in the Crystal Rolodex.
Patient	Changed	Frame Orders -> Calculated Estimates for older Frame Orders no longer show calculations based off the current settings in Crystal. The data is now saved when an order is created, so that when the order is pulled up in the future, it will accurately display what the Calculated Estimate was at the time the order was created.
Patient	Fixed	Fixed an issue where Calculated Estimates would not appear on older orders.
Records	Fixed	(New Jersey offices only) Fixed an issue when printing longer Contact Lens names would cut off printing on the NJ Rx slip .
Schedule	Added	Make Appointment Window -> Added an option to view patient's previous and future appointments as per request.
Schedule	Fixed	Fixed an issue where creating a recurring appointment with an end date would not include the final date in the calculations.

5.6.12

Category	Change Type	Description
Patient	Fixed	Frame Orders -> Issues when editing a frame order clearing out some of the Lens options on the order.
Reports	Fixed	Schedule Report -> Issues with checkboxes appearing when printing out this report.

5.6.11

Category	Change Type	Description
Admin	Added	Company -> Added tooltips to most of the options found in this section to help clarify what each setting does.
Billing	Fixed	Issues when splitting an invoice with Inventory items attached not properly removing the item from Inventory quantities.
Inventory	Changed	Verify Inventory -> Modified the verification process to make verify inventory work faster than previously.
Patient	Fixed	(VSP) Frame Order Page -> Issues with editing orders created with VSP defaults orders removing information from the order.
Patient	Fixed	Frame Order Page -> Issues with not being able to enter information into the Authorization field when creating a new order.
Patient	Changed	Making changes to the Patient Notes section is now tracked in the User Log.
Records	Fixed	Issues with the Diagnosis Search window not working properly when accessing through the settings EHR -> Diagnosis Code Converter.
Reports	Fixed	User Log Report -> Fixed some information being logged incorrectly. Anything logged once updated to this release will be correct, but some logs recorded before updating may produce some inconsistencies.

5.6.10

Category	Change Type	Description
Admin	Fixed	Billing -> Issue with importing a file with fee amounts of 0 not updating the fee amount upon import.
Admin	Fixed	Defaults -> Frame Page Defaults - Issues with editing Packages.
Admin	Fixed	Diag Codes -> Issues with importing Diag Codes not working as intended.
Admin	Added	Company -> CL Integrations - Do not update Order Status. This setting will turn off the ability for any Contact Ordering integrations to update the order status of orders when opening Crystal.
General	Added	Rolodex -> You can now click the column's header to sort each column.
Inventory	Added	Label Printing - added a new field (<itemLocation>) for Item Location for printing that will list the location the item is associated with.
Patient	Fixed	Quick View -> Issues with some fields on the Quick View tab not updating when making changes to those fields on the other tabs.
Patient	Fixed	Frame Orders -> Fixed an issue when using Previous and Next buttons with VSP orders causing some text to not correctly reflect on the order.
Patient	Changed	Insurance -> Adding an authorization number no longer automatically sets the Auth Date Exp field.
Patient	Changed	Insurance -> You can now type into the Insurance Name and Plan dropdown menus to suggest an option when the dropdown menu is open.
Patient	Changed	Contact Orders -> Phone number now pulls over preferred method of contact the same way that the Frame Orders do.
Patient	Changed	Add File -> Changed the Add File window to auto-fill the Type field and/or suggest an option based off typed text.
Patient	Added	Print Prescription -> Both - Added option to upload both Spectacle and Contact prescriptions to the Patient Portal.
Records	Fixed	ARRA -> Issues with editing Allergies not updating until you leave or refresh the Records page.
Records	Added	Button Commands -> New pre-loaded applications option called "Add Billing" that allows you to search by CPT code that functions similar to the Diag Codes search button.
Reports	Added	VisionWeb Report -> Added location options for multi-location offices.
Reports	Added	User Log -> The User Log now tracks when portal access was sent to website, emailing reset password and updating password.
Reports	Added	Schedule Report -> Added appointment type option to the Schedule Report.
Reports	Added	Insurance Receivable Report (as of Date) -> Added option to separate by Employee.

5.6.9

Category	Change Type	Description
Admin	Changed	Employees -> Auto Logout Interval - Increased the time you can set for an employee.
Admin	Changed	Tasks -> Defaults -> Defaults can now be edited when double-clicking the text.
Admin	Added	Company -> Locations -> Added two new options to the Patient Receivable Report.
Admin	Added	Employees -> 2FA Login -> Added two-factor authentication login options. When you enable this setting, it generates a QR code that you can scan with a smartphone to download the 2FA app for iOS or Android. Once setup, this will add the 2FA option to the log in screen for the selected employee and logging in will require both a password and the 2FA code.
General	Fixed	Issues with WVA orders being assigned to the incorrect patient when viewing batched orders.
General	Fixed	VSP -> Issues with multi-location offices not loading the correct token.
General	Updated	TAB v3.05 -> Includes several bug fixes.
Patient	Changed	Frame Order Page -> Changed the tab order on some of the fields of the frame page to better reflect office work flow.
Patient	Updated	Frame Order Page -> Increased speed for VSP orders.
Patient	Added	Insurance -> Pro Referral - Added Injury Date to the Referral Form.
Patient	Added	Added the option to include or exclude the patient's preferred contact method from printing like you can with the other Prescription windows.
Records	Fixed	Machine Integrations -> Fixed an issue where importing multiple files through the same machine configuration (ex. Topcon XML) through one button command would only import some values instead of all values.
Records	Changed	Drug RX -> Printing now includes prescription strength.
Records	Added	Added Notes button that will open the patient's notes and turn green when the patient does have notes on file.
Reports	Changed	User Log -> Now shows most recent entries first.
Reports	Added	User Log -> Changing patients on an appointment is now tracked in the user log.
Schedule	Fixed	Weekly View -> Fixed an issue where right-clicking to create an appointment would not refresh the Schedule's view, making it seem as if the appointment was not created.
Schedule	Added	Weekly View -> Added the ability to double-click a day of the week in weekly view to take you to the Daily View for that day. (This was a feature that was previously available in version 4.)
Schedule	Added	The ability to right-click the Calendar view and click "Go To Today" to change the schedule's focus back to the current day. (This was a feature that was previously available in version 4.)
Tasks	Added	Assign button to auto-assign a newly created task to the Employee currently logged in.

5.6.8

Category	Change Type	Description
Machine Integrations	Added	New integration with Smart Mirror

5.6.7

Category	Change Type	Description
Billing	Fixed	Fixed an issue where the Frame UPC would not be attached to a line item whenever the Notes on the Routing Slip had been altered to include List Price after the UPC number instead of being on separate lines.
General	Added	New Log In window -> Added a notification if Caps Lock is enabled on the keyboard.
Inventory	Fixed	Issues with columns not being sorted alphabetically when viewing by Brand or Collection.
Patient	Changed	Modified the Contact Lens Order screen to pull the Provider and Staff members to the routing slip the same way that the Frames Orders do.
Schedule	Fixed	An issue when creating Recurring Appointments where duplicate appointments could be created on the same day whenever recurring options were set to Daily and On Certain Days.
Schedule	Fixed	A rare issue where creating an reccuring appointment with the options Daily and On Certain Days that could cause the first recurrence to be incorrectly updated to be a day in the past.

5.6.6
5.6.5

Category	Change Type	Description
General	Fixed	AMA -> Fixed an issue where the AMA expiration would never prompt in Crystal after first year was over causing the CPT codes to be shut off.

Category	Change Type	Description
Records	Fixed	An issue with using the Sign-In list to leave the Records page from one patient to another causing some tabs or fields not to save information properly.

5.6.4

Category	Change Type	Description
Billing	Fixed	Issues with downloading Patient Portal payments attached to an Invoice that has been deleted.
Billing	Fixed	Issue with the check date in Add'l ANSI Info defaulting to 03/10/2021. It now defaults to the current date.
Billing	Fixed	Issue with scanning UPC codes into the bill code line defaulting to the next line.
General	Fixed	Issue with the CL Search window causing the mouse cursor to disappear.
General	Changed	Help -> Calculator option now set to Ctrl-Shift-1 instead of Ctrl-1.
Patient	Fixed	Fixed Notes not sorting correctly when adding multiple notes on the same day.
Patient	Changed	Online Forms -> Passcode not exporting the Insurance DOB field to the online form.
Records	Fixed	EyeCOR integration not working as intended.
Records	Fixed	Issues with tabs marked as "Summary Tab" not always being marked as filled out tabs for old records.
Tasks	Fixed	Issues with Frame and Contact orders on the Tasks page opening the window underneath Crystal.
Tasks	Fixed	Fixed an issue where creating tasks outside of the Tasks page (from the View Tasks window) would not include Employee Groups that have been created in the Employees drop down option. Creating a group task this way will allow tasks assigned to the group to be signed out for the entire group by one member in the group.

5.6.2

Category	Change Type	Description
Records	Fixed	Routing Slips are not being generated automatically when you leave from the Records page to the Billing page. If you close the record or leave to a different page first, it works as intended.
Schedule	Fixed	Rare occurrence of starting the Schedule on Daily view for an employee not scheduled appearing to remove all appointments from Weekly view until you switch back to Daily view for a day that the employee is scheduled.

5.6.1

Category	Change Type	Description
Admin	Added	Updates -> Added new option "Prompt when update available (Master Admin)" that will show a Master Admin if an update is available when logging in to Crystal.
Billing	Changed	Moved the buttons on the Billing Page to better fix for screens with small resolutions.
Billing	Fixed	Issues with changing quantities of items when a discount associated changing the Amount back to the original price of the Bill Code instead of matching the total of the quantity.
General	Fixed	Issues with Crystal PM trying to read or write to the configuration file used by the application.
General	Fixed	Issues with Merge Patients not working if there was an accidental character in the phone number of any patient.
General	Fixed	Issues with the new Log In screen sometimes shifting focus to password early when searching for an employee.
Patient	Fixed	Issues with Authorized Users column Relation (2) not being sorted Alphabetically.
Records	Fixed	Issues when you create a medical record from that a tab that has Numeric Value fields on it being inaccessible until you leave Records page and come back to it.

5.6.0

Category	Change Type	Description
General	Updated	The Crystal PM Log In Screen has been updated with a new interface. It now includes a built in search option to filter employees.
General	Fixed	Issues with moving between Main page windows, like Patient and Tasks, not functioning as intended.
General	Updated	TAB updated to v3.04. Fixes issues with uploading and downloading as well as canceled and deleted appointments.
General	Fixed	VSP -> Issues with prism info sometimes missing.

5.5.9

Category	Change Type	Description
General	Fixed	Potential issues with changes to the Patient and Records pages not saving changes made within the past minute.
General	Fixed	Potential issues where an error message appears when closing pages inside of Crystal.

5.5.8

5.5.7

Category	Change Type	Description
Admin	Added	Defaults -> Patient Page Defaults -> New option to turn off the appointment counter numbers on the Patient page Appointment lists.
General	Fixed	Support -> Email Tech Support sending the wrong information to the defaults Windows Mail application.
Records	Fixed	ARRA -> Issues with the Transferred/Referred out count box not working as intended.
Records	Added	EHR Settings -> Page Options - New "Round RX values" option that rounds RX fields up or down to the next value. (Note: Fix RX Format also needs to be checked for this feature to work.)
Records	Added	EHR Settings -> Page Options - Quick RX [use directional pad] that allows you use the arrow keys in RX fields to quickly navigate through RX fields. The up and down arrow keys will add or subtract 1.00, while the left and right arrow keys add or subtract 0.25.
Reports	Fixed	Contact Lens Report -> Contact Sales -> Issues with Contact Lens sold showing as a Misc item instead of a Contact Lens.
Schedule	Fixed	Issues with changing color of both Appointment Type and Status type not saving when leaving the Schedule page.

5.5.6b

Category	Change Type	Description
Billing	Fixed	Issues with ANSI claims NDC loop being in the wrong position.
Billing	Fixed	Issues with printing invoices when the Audit Log is disabled.
General	Fixed	Issues with Configuration -> Server sometimes appearing blank with no Server Name.
Patient	Fixed	Issues with Notes not sorting alphabetically when notes are on the same day.
Patient	Fixed	VisionWeb -> Fixed issues with Height importing incorrect values when OC OD and OC OS fields are sent to order.
Records	Fixed	RX History -> Issues with Inactive Employees appearing as "NA" under employee initials.
Records	Added	Letters -> Letters now have an option to add page breaks between pages.

5.5.5

Category	Change Type	Description
Admin	Added	Company -> Locations - New option for "Completely Separate Statements, ignore payment loc" for when an office has a patient with balances at multiple locations that wants the locations ignored when accounting for payments.
Billing	Fixed	Fix for calculating discounts rounding up to the nearest penny, regardless of what the decimal amount was.
Billing	Fixed	Issues with claims for insurances not automatically getting added to batches under Admin -> E Claims.
Billing	Fixed	Issues with "Show All Insurances" option only showing Insurances for that patient.
General	Added	Help -> Calculator option to open the Windows calculator for cloud offices with restricted access.
Inventory	Fixed	Issue when adding a frame into inventory reloading to the wrong grid view.
Inventory	Fixed	Transaction Report -> Issue with SalePrice not loading properly.
Reports	Fixed	Medical Records Report -> Issue with uploading multiple records at once showing the "File Uploaded" prompt for every single record uploaded.
Reports	Fixed	Correspondence Report -> Issues with Last Appt Date not calculating patients properly based off Last Exam Date.

5.5.4

5.5.3

Category	Change Type	Description
Admin	Added	Defaults -> Patient Page Defaults -> Added Patient Sex to the list of possible Required Fields.
Billing	Fixed	VSP -> Bug fixes for claim submissions.
General	Fixed	Messaging -> Issues with only some users not seeing any contacts in the Contact list when clicking to create a new message thread.
Patient	Fixed	Issues with "Add Patient" window not properly triggering required fields under Admin -> Defaults -> Patient Page Defaults.
Patient	Fixed	Frame Orders -> Issues with Estimated Balance field not calculating while updating a Frame Order if there is a blank Frame Order option set by default or no frame selected.
Records	Added	Added new option to Import Values from Old Records by right-clicking inside of the grid and choosing a record to import from. **Please note: There was an issue introduced in version 5.5.0 where grids would not load previous values correctly. Any records created in that timeframe could be affected. You can import the previous record before that version to fix the issue.
Reports	Fixed	Schedule Report -> Issues with Employee booking option not printing or printing to file properly.
Reports	Updated	Sign-In/Sign-Out Report -> Significant performance increases to the speed of this report.
Schedule	Fixed	Waitlist -> Issue with Location dropdown not defaulting to the location the currently logged in employee is logged in under.

5.5.2

Category	Change Type	Description
Admin	Fixed	Issues where InvoiceID number would only populate after clicking the "Refresh" button.
General	Fixed	Issues with Tablet mode setting causing some textboxes to disappear.
General	Changed	Mail -> Adding a user to a message thread now lets them see all previous messages.
General	Changed	Messaging -> You can now toggle messages on or off by workstation without needing to contact Support to enable.
Patient	Fixed	Issues with Validating Address not updating the City if Auto Validate under Admin -> Patient Page Defaults was turned on.
Reports	Added	Recall Report -> "Print 3rd Party List" button which prints to file only the first, middle, last, address1, address2, city, state, and zip options.

5.5.1

Category	Change Type	Description
Admin	Added	Defaults -> Patient Page Defaults -> Referrals -> Added new field for Clinic Name in the Referral window.
Billing	Added	There is now a "Print to File" option on the SFTP Results window.
Billing	Fixed	Issues when billing multiple frames where the frame order page brings over the first item sold rather than the correct one, but the invoice notes show the correct item along with the first item put onto the first invoice.
General	Changed	Sign-In List -> Columns can now be resized.
Inventory	Fixed	Issues with "Save to Inventory and Add Another" not saving Manufacturers.
Inventory	Fixed	Issue with the gender merge field not working when printing labels.
Inventory	Fixed	Issue with the "Cannot Sell Items if Quantity is 0 or less" Admin -> Employee setting not working.
Inventory	Fixed	Issue with the Hide frame(s) with quantity of zero checkbox hiding the list of list of frames when viewing Collections.
Patient	Fixed	Notes -> Issues with sorting on date column when adding in new notes.
Patient	Fixed	Frame Orders -> Billing Codes attached to Frame Order type in Frame Page Defaults only pulls pricing from inventory and does not include pricing for other codes attached in the estimated balance field.
Patient	Fixed	Contact Orders -> The checkboxes for appointment options now work as intended.
Records	Fixed	RX -> Issue with Status not always appearing on CL RX orders.
Records	Fixed	Issue with Previous Value button command not comparing properly with dates and times.
Records	Changed	Editing the Template -> When a template has duplicate fields, it now displays the fields in a list instead of separately one at a time.
Reports	Fixed	Orders Upload Report -> Issue with "Print" button printing to file instead of printing.
Reports	Fixed	Billing Service Report -> Issue with "Print" button printing to file instead of printing.
Schedule	Changed	The Weekly calendar view now loads the first employee scheduled for the selected date if the current employee isn't scheduled for that date.
Schedule	Fixed	Issues with Alerts in the Make Appointment window for appointment already created not pulling from the Patient Info section after it has been modified as it did in previous versions of Crystal.
Tasks	Fixed	Issues with sorting tasks that were not created during the same year after creating a new task.
VSP	Fixed	Improved name matching to include suffix on last name.

5.4.31

Category	Change Type	Description
Billing	Added	Edit Invoice -> Added the ability to split an Invoice into two and choose which line items to split off.
Patient	Fixed	CL RX -> After adding OD through the Search Inventory button and searching again for OS, the CL Search Window defaults to OD instead of OS.
Records	Fixed	CL RX -> After adding OD through the Search Inventory button and searching again for OS, the CL Search Window defaults to OD instead of OS.
Records	Fixed	Issues with the final CL Rx syntax for prism sending the field to both the Rx Prism and Seg Ht fields to the final Rx.
Records	Fixed	Isses with the final CL Rx syntax for Seg Ht only sending the OS to the final Rx and not including OD.
Schedule	Fixed	Waitlist -> "Convert to Appointment" button is bringing up the old Make Appointment window.
Schedule	Fixed	Issues with Schedule Options -> "Print Schedule Display View" not printing when there is an appointment on the schedule with no patient attached to it.

5.4.30

Category	Change Type	Description
Billing	Fixed	HLink -> Issues with the integration reading and writing to the same output for multiple result files.
Billing	Fixed	Issue with submitting statements to Trizetto with the Today option selected on the Patient Receivable Report causing an error on Trizetto's end.
Billing	Fixed	BillFlash -> Issue with online payments not reflecting properly on the invoice properly.
CPM Mail	Updated	The Crystal Mail feature has been entirely redesigned on the back-end. The interface looks very similar to the previous version, but the database logic has been completely revamped for increased reliability and performance. The interface will see an update in a later release.
CPM Mail	Changed	Messages are now listed together by conversation to be viewed and replied to as threads, instead of separating with line breaks.
CPM Messaging	Updated	The Crystal Messaging feature has been entirely redesigned on the back-end. The interface looks very similar to the previous version, but the database logic has been completely revamped for increased reliability and performance. The interface will see an update in a later release.
CPM Messaging	Added	You can now re-use and view existing and old conversations, including those imported from the previous version, as well give names to new conversation threads.
CPM Messaging	Added	You can now view all old messages sent in a conversation by scrolling up in the chat window with the mouse wheel.
CPM Messaging	Added	You can now close conversation tabs in the Messaging window with the middle-click button on your mouse.
CPM Messaging	Added	New messages will now appear in the taskbar with the Windows notification color.
General	Changed	ABB Contact Orders -> Added better internal database logging to help better track timeout errors.
Inventory	Fixed	Issue with the Inventory page refreshing to a different screen when using the "Add/Update Frame" button.
Patient	Fixed	Frame Orders -> New patient's cell phone numbers not coming over to the Frame Order when set it is the only number and set as the Preferred Contact.
Patient	Added	Online Forms -> Importing Online Forms now gets logged in the "Show Patient Log" area.
Patient	Changed	Patient Search Window -> Searching by Birthday now only searches numerically.
Records	Fixed	Issues with the "Diags" button not properly displaying previous Diagnosis history.
Records	Fixed	Issues with Previous Button Commands not working for checkboxes.
Schedule	Fixed	Some issues with certain merge fields under the Admin -> Schedule area not printing out when using the "Print Display View" option under the Schedule Options dropdown.
TAB	Updated	Fix for conflicts between TAB and ScheduleYourExam causing issues.
VSP	Fixed	Bug fixes for the new VSP Integration.
VSP	Fixed	Potential fix for Google Chrome caching a stored token causing issues for practices with multiple VSP users.
VSP	Fixed	Issues with line medications on ANSI insurance claim file.

5.4.29

Category	Change Type	Description
Patient	Fixed	Frame Orders -> If "Show Balances" is set to Yes under Admin -> Defaults, it does not work properly until checked and unchecked.
VSP	Fixed	Updates to the new VSP Integration, including a change for the coordination of benefits information.

5.4.28

Category	Change Type	Description
Admin	Updated	ePrescribe -> Changed the Allscripts registration link to reflect their new registration.
Billing	Fixed	Issue when importing a routing slip into an existing invoice removing the staff or employee assigned to a line item on the original invoice.
Billing	Fixed	Routing Slip -> Issues with staff list not being sorted correctly.
VSP	Fixed	Bug fixes for the new VSP Integration.

5.4.27

Category	Change Type	Description
General	Updated	TAB updated to v3.02, includes corrections to cancelled and deleted appointments.
VSP	Fixed	Bug fixes for VSP as well as updates to better error messages to help identify any problem areas when submitting claims.

5.4.26

Category	Change Type	Description
Billing	Fixed	Issues with Payment Detail Amounts not calculating correctly.
General	Added	Contact Orders -> Added better logging for the CPM staff to help determine various issues, such as timeouts and failed orders.
Patient	Fixed	Frame Orders -> Issue with the default Order Status not being set when selected under Admin -> Defaults.
VSP	Fixed	General bug fixes with the new VSP CHWeb integration, as well as better logging of error messages.

5.4.25b

Category	Change Type	Description
Admin	Fixed	Employees -> Issue with custom name box not saving any changes and also wiping out any stored information when updating an employee.
General	Added	New survey links found under Support - Tech Support Survey and Software Survey to help provide feedback from for Crystal Practice Management.
General	Fixed	Issues with "Change User", "Logout" and "Close" buttons at the top of Crystal not working in version 5.4.25 initial release.
Reports	Updated	Daily Report -> Adjusting a column's width will now keep the resized columns when opening and closing the report.
VSP	Fixed	General bug fixes with the new VSP CHWeb integration, as well as better logging of error messages.

5.4.24

Category	Change Type	Description
Patient	Fixed	Issues with Address labels removing blank lines when printing.
Patient	Fixed	Issues with the Pronoun merge fields.
Records	Fixed	Drug Rx Tab -> Issue where when you add a medication through the search window, the date is defaulting to 1/1/0001. The start date will now correctly reflect the date the medication is added.
Schedule	Fixed	Issues with Rooms not saving on appointments.
Schedule	Fixed	Issues where appointment status was not set correctly when loading an appointment.
VSP	Fixed	More VSP bug fixes due to new VSP integration roll out.

5.4.23

Category	Change Type	Description
Billing	Added	CMS Forms -> Added Print to PDF option under Print Claim. This should help with any offices experiencing alignment issues with printing.
VSP	Fixed	Issues with VSP submissions because of Admin -> Company - Address missing information.

5.4.22

Category	Change Type	Description
Reports	Added	Correspondence Report -> New option under the Insurance Criteria for OR that allows you to search for patients that have one insurance or another instead of patients with a combination of insurances.
VSP	Fixed	More bug fixes for the new VSP integration. The new VSP guide can be found here: http://crystalpm.com/VSP_Integration_Update.pdf

5.4.21

Category	Change Type	Description
Patient	Fixed	Frame Orders -> Issues going back and forth between old and new frame orders not updating Frame and Lens selected areas, causing mismatches between orders.
Records	Fixed	Issue with the F9 Autofill option under Admin -> Company not working properly.
VSP	Fixed	Various bug fixes for the new VSP integration.

5.4.20

Category	Change Type	Description
Admin	Added	Company -> Added status bar fields (-231) for the new Patient - Pronoun field.
Admin	Added	Company -> Under the Records tab, added new option "Always display F9 Full List (instead of Filtered List)" to go back to the previously bugged version of F9 opening the full list instead of sorting based off the text in the field.
Admin	Added	MS Word -> Added merge field for the new Patient - Pronoun field (<>) that can be found in the Template Files.
Admin	Added	Schedule -> Added merge field (-231) for Appt and Notes Text for for the new Patient - Pronoun field.
Billing	Added	Insurance Breakdown window added to help calculate insurance discounts per line item. You can open this new window by right-clicking on the insurance in a line item.
General	Updated	TAB updated to v3.01, includes better logging to help track appointments with missing patients.
Patient	Fixed	Files -> Printing labels with "Print Folder Label" flipping information on the labels when the printer setting under Admin -> Patients is set to Landscape and when Print Preview is enabled.
Patient	Fixed	Notes -> When you sort by columns and click into the newly sorted notes it opens the note that was originally in that specific unsorted position.
Patient	Added	Added Pronouns to the Patient page under the "Patient Info" section for patients that identify as a gender other than their birth sex.
Records	Added	Letters -> Added a merge field for the new Patient - Pronoun field. The new merge field can be found under -231.
Schedule	Added	Appointments booked through ScheduleYourExam will now have a "" character at the front of the appointment text to indicate the appointment was booked online.
Schedule	Fixed	Various errors appearing when right-clicking appointments.

5.4.19

Category	Change Type	Description
Billing	Changed	Invoice line item quantities now allow for 4 digit totals instead of 2.
General	Changed	ABB Integration -> Batch orders now have a 5 minute wait time for a response, up from 2 minutes.
General	Updated	TAB upgraded to v3.00. Allows for changes in settings to force one-way communication only.
General	Fixed	Mail -> Issues with deleted messages not properly appearing under My Trash causing total number of messages to not appear correctly.
Patient	Changed	(New Jersey Offices Only) Prescription text for each eye now wraps to a new line.
Patient	Changed	Frame Orders -> Rx Date field now stores the date instead of only displaying when an order is created.

5.4.18

Category	Change Type	Description
General	Fixed	Online Forms Import -> Issue with "Last 10" sorting by the last 10 patients that sumbitted Online Forms instead of the last 10 patients that were imported.
Records	Fixed	Prescription tab -> Issue with the Vertex Calculator only populating OS.
Schedule	Fixed	Issues with Display Invoice option on Weekly View only showing the first invoice for patients that have multiple appointments in a week.

5.4.17

Category	Change Type	Description
Billing	Fixed	Issues with editing old invoices with using a billing code that is missing a modifier causing an invoice to say "No Invoice Selected" when trying to udpate the invoice.
General	Updated	TAB upgraded to v2.98.
Patient	Fixed	Online Portal -> "Shared" button not working unless you set a password first.

5.4.16

5.4.15

Category	Change Type	Description
Admin	Fixed	Billing -> When using "Import File," it does not bring over Billing Notes or Cost.
Admin	Fixed	Updates -> When updating to a new version, the "Show Log" button on the pop-up window now takes you to the Changelog site.
General	Fixed	Issues with Import Spex UPC CD not updating List prices as well as the Update Existing Inventory Sale Price and Use Max Memory buttons freezing the utility.
Inventory	Added	SATO printing options to print less than 8 characters.
Patient	Fixed	CL RX -> Issues with ABB catalog for multifocal lenses not appearing in the right categories.
Patient	Changed	You now have the option when creating a new patient with the same name as an existing patient to cancel cycling through multiple patients of the same name.
Patient	Added	iMedicWare integration offices -> Added iMedicWare patient ID number to the Patient page, the patient search window options, and a new merge field for Top Title Info bar and Bottom Status Bar Info.
Records	Fixed	Issues where you edit any older medications in the medications box, they are not updating until you close and reopen Records for the patient.
Records	Changed	F9 Autofill now ignores numeric values.
Reports	Fixed	Claims Report -> "Status Update Days" checkbox not working properly.
TAB	Fixed	Fixed syncing issues and updated to v2.97.

5.4.14

Category	Change Type	Description
Patient	Fixed	Online Portal -> If you just added an email address on file and go to click the "Email Reset Pass" button, it will not send an email. You have to close and reopen the page for it to work.
Patient	Fixed	Issue with double-clicking a previous or future appointment taking you today on the schedule instead of the date of the appointment.
Records	Fixed	Issues with using File -> Print Page to print with the new Drug RX format.
Records	Fixed	Adding a medication not appearing in the medications list until you close and reopen a patient's record.
Records	Fixed	Issues when printing old Drug RX pulling today's date instead of the date of the prescription

5.4.13

Category	Change Type	Description
Admin	Added	Employees -> Inactive employees now show their employee ID number next to their name.
Admin	Changed	Invoices -> Email Portal: Two emails will no longer be sent out for username and password. The old email for second email will be merged into the first one after emailing portal access for the first time, or going to the Admin - Invoices section. The merge field will now send a link for the patient to reset their password instead. All references to a patient's password have been removed from Crystal.
General	Fixed	Import Spex UPC CD utility not working for some offices.
General	Fixed	LensFerry integration appearing even when disabled under Admin settings.
Patient	Fixed	Online Forms Importing -> Issues with "Last 10" sorting incorrectly.
Patient	Added	Previous and Next Appointments now have numbers to better track.
Patient	Removed	Online Files -> Password field will always be blank unless you are setting the password yourself.
Records	Fixed	F9 drop-downs not filtering based off text filled out in the field.
Schedule	Fixed	(TAB Offices only) Issues with the "Create TAB Next-Appointment" window no longer appearing when signing out a patient.

5.4.12

Category	Change Type	Description
Admin	Added	Schedule -> Added the option to create custom time intervals to individual days added to the schedule.
Admin	Changed	TimeClock -> Non-admins can now change the month and year views.
Admin	Fixed	Company -> Bottom Status Bar merge field for Full Address <-21> not working.
General	Fixed	E-Dr integration not working.
Records	Fixed	Some tabs not properly loading and throwing an error message.
Reports	Fixed	Billing Code Report -> Proc Codes incorrectly adding totals.

5.4.11

Category	Change Type	Description
Admin	Fixed	Insurance -> Alerts for the Schedule page only work if the "Patient" option is also selected.
Billing	Fixed	The CLIA field from the billing codes not transferring to the CMS Forms for Medicare.
Billing	Fixed	Original reference number field on the CMS form not transferring to the Clarification and Extra information for 837 claim window or into the Addl ANSI info.
Billing	Fixed	Corrected claims saving as Original claims.
General	Updated	Import Spec UPC performance increased.
General	Changed	E-Dr -> If something is dispensed, E-Dr can no longer update the order.
Patient	Added	Online Forms -> Ability to delete multiple patients in the import list with the "Delete" key.
Patient	Fixed	Online Forms -> Last 10 button not working properly.
Records	Fixed	Issue with the CL RX automatic display option not showing the prescription.
Records	Fixed	Issue with old records completed by an employee no longer active sent to Word defaulting to a different employee.
Records	Changed	When opening Records that use the Auto-History feature, if Online Forms were imported before the Record was created, any blank fields on the form will not override the Auto-History.
Records	Added	Print to PDF options now includes Date of Service.
Reports	Added	Patient Receivable Reports -> Added "Today" option under Days past and "Ignore Balances Under" option.
Schedule	Added	Ability to view Appointment details by right-clicking.
TAB	Updated	Updated TAB integration to 2.96.

5.4.10

5.4.9

Category	Change Type	Description
Direct Mail	Added	Menu option to "Confirm SoC CCD Available" under current message view when Import button is clicked.
Records	Fixed	Issues with recording for MU/MIPS that medications, allergies, or problems were consolidated.
TAB	Updated	Updated TAB integration to 2.95.

5.4.8

Category	Change Type	Description
Admin	Updated	Integrations -> WorldPay -> Allows for different credentials for multiple location offices.
Admin	Updated	New shipping method options for OOGP.
Billing	Updated	Added Medication Option for Insurance Claims.
Inventory	Updated	Increased sorting speeds for offices with large inventories.
Records	Fixed	Issues with Records for Procedure and pop-ups appearing stating "Object reference not set."

5.4.7

Category	Change Type	Description
General	Fixed	iMedicware integration -> skip messages failing to import and record error message.
General	Updated	Webservice API
General	Added	New release notes found under Help - Changelog. This can also be found under Admin - Updates - Show Log.
Patient	Updated	USPS Address Validation
Patient	Fixed	When printing both Contacts and Frames RX, if the default expiration date (under Admin -> Defaults -> Spectacle RX Defaults -> Expiration Default) is set to 5 years for frames, it does not work. It pulls in today's date instead.
Records	Fixed	ARRA - Issues with Clinical Decision Support and Smoking Status.
Reports	Fixed	Locations drop-down being sorted incorrectly on multiple reports.
Schedule	Fixed	Issues with schedule start times not correctly showing the employee's start time.
Schedule	Removed	Locations drop-down on the Make Appointment Window for single location offices.

5.4.6

Category	Change Type	Description
Admin	Fixed	Insurance -> Alerts not working on the schedule page when making an appointment.
General	Changed	General bug fixes to improve performance and reliability.
General	Fixed	Locations drop-down being sorted incorrectly.
Patient	Fixed	Contacts RX -> Overlapping text when printing.
Records	Fixed	Field colors not displaying when using the Create Medical Record option.
Records	Added	AOA/MIPS -> You are no longer required to manually select form type for medications under medication history.
Records	Added	ARRA -> Medications -> You can now remove/delete multiple medications at once.
Schedule	Fixed	Drag and drop appointments feature not changing office locations.
VSP	Updated	Bill Codes will now update the cpt and description.

5.4.5

Category	Change Type	Description
General	Fixed	Many unhandled exceptions for "Object reference not set to an instance of an object" errors.
Patient	Fixed	Validate Address -> Zip Code plus 4 being added whether checked or not.
Records	Fixed	Field colors not appearing properly.
Records	Added	Button Commands -> Import previous CLRX Notes for CLRX 2 and 3 (Import with CLRX 0_2 and CLRX 0_3).
Reports	Fixed	Claims Report -> Printing Invoice Status having text in the middle of the printout.

5.4.4

Category	Change Type	Description
Admin	Fixed	Defaults -> After adding a billing code, what you had highlighted no longer stays highlighted.
Billing	Fixed	Issue where diagnosis codes would duplicate on the routing slip.
Reports	Fixed	Patients Receivable and Patients Receivable (as of Date) -> The option to select a date is on the wrong report.

5.4.3

Category	Change Type	Description
Admin	Removed	MS Word -> "Works with MS Word 2007", as this is no longer true.
Admin	Fixed	Employees -> Time Clock not clocking out an employee that has timed out with "Clock-Out on Sign-Out/Timeout" option checked.
General	Fixed	Various unhandled exception errors.
Patient	Fixed	Contacts Orders -> Quantities not saving when you free type numbers that are not in the drop-down.
Patient	Fixed	Files -> When you click the "Authorized User" radio button, the Online Files box disappears.
Records	Updated	CQM logic updated for MIPS 2021.
Records	Fixed	Letters -> Letters printing a blank page with only the company logo at the top. (Note: If a text box exceeds 2 pages, the original text box's content will need to be split between the old and a new text box.)
Records	Removed	MS Word -> MC_Date merge field including the timestamp.
Records	Fixed	Issues with versioning and editing or changing templates in the middle of a day.
Reports	Fixed	Insurance Receivable (as of Date) -> Issues when running database on MySQL 5.7.

5.4.2

Category	Change Type	Description
General	Updated	TAB v2.90
General	Changed	Many improvements made to performance and reliabilty.
General	Fixed	Scanning issues causing CPMTwain to remain open after scanning.
Patient	Fixed	Issue with Home Phone and Work Phone under different Billing Address not saving for newer patients.
Records	Updated	CQM logic updated for MIPS 2021.
Records	Added	EHR Settings -> Page Options -> Old Records - ONLY Display Filled Fields.
Reports	Added	User Log -> Sent to CC Processer.
Reports	Fixed	User Log -> "File deleted" from patient file not being tracked.

5.4.1

Category	Change Type	Description
Admin	Removed	MS Word -> Patient Portal password merge fields. (Note: Now says NA (old Portal Password)")
General	Changed	Many improvements made to performance and reliabilty.
Patient	Removed	"Changed made, would you like to update?" window appearing twice.
Records	Fixed	Records for Procedure -> Duplicate Records for Procedure being created.
Records	Fixed	Issue with offices updating from version 4 and receving an error message about the ARRA Tab.
Reports	Fixed	Daily Report -> Location and date being transposed on top of each other when printing.
Tasks	Fixed	Create Task -> F9's option enabled removed the scrollbar.

5.4.0

Category	Change Type	Description
Admin	Fixed	Insurance -> Issue with leaving a Task window open while on this page and signing it out, causing an Insurance to get deleted.
Admin	Removed	MS Word -> Patient Portal password merge fields for patient's security.
Admin	Added	Defaults -> Patient Page Defaults -> Online Forms default times for passcode expiration.
General	Fixed	Issues with Crystal freezing and slowing down due to Crystal Practice Management's servers being inaccessible.
General	Fixed	CPM PDF Printer prompt "Access is denied" when trying to install.
General	Fixed	E-Dr prompts appearing when orders were not missing.
General	Changed	General speed and reliability improvments.
Patient	Changed	Patient Portal -> Passwords are now hidden to help improve patient security.
Patient	Added	Patient Portal and Online Forms -> New option to set passcode to first two letters of last name, first name, and date of birth.
Records	Fixed	Drug RX Tab -> Issue with printing Drug Rx templates where the Doctor name included company information.
Records	Fixed	Issue with changing tab order of fields when editing Records template.
Records	Fixed	ePrescribe -> Script errors appearing when using Allscripts.

5.3.47

5.3.46

Category	Change Type	Description
General	Fixed	Fix for many Unhandled Exceptions.
Records	Fixed	Records for Procedure -> Colored tabs not keeping their color.
Records	Fixed	Auto-History not working properly.
Records	Fixed	Tabbing through skipping over buttons.
Schedule	Fixed	Issue where appointments wouldn't display.
Schedule	Fixed	TAB Offices -> Year-Out appointment pop-up not displaying.
Schedule	Fixed	Waitlist -> Issue where multi-location offices couldn't add to the waitlist.

5.3.45

Category	Change Type	Description
Patient	Fixed	Frames -> Issues with require PD not working correctly.
Records	Changed	Significant performance increas.
Schedule	Fixed	Some offices using custom time increments not working correctly.

5.3.44

Category	Change Type	Description
Billing	Fixed	CMS Form -> Claims being created with missing information.
Inventory	Fixed	Printing labels not working.
Patient	Added	Portal -> Messages can now be deleted using the "Delete" key.
Patient	Added	Portal -> Messages are now tracked in the User and Patient Log.
Patient	Added	Patient Log -> Now tracks when a Note is deleted.
Records	Fixed	Not able to upload medical records to the portal.
Records	Removed	Time stamp from Date merge fields.
Schedule	Fixed	Print Schedule not including day of the week.

5.3.43

Category	Change Type	Description
Admin	Fixed	BillFlash -> Issues for offices with multiple locations.
Admin	Fixed	Integrations -> CLX -> Issue with Multifocal items not being categorized correctly.
Admin	Added	Integrations -> DVI -> Added: Options to use color from tint for offices on older setups and show DVI to frame page under Admin -> Defaults.
AOA More	Fixed	Issues with the Audit Log.
Reports	Fixed	Frames Report -> Issue where dispensed frame orders were not showing up as dispensed because of the missing dispensed date.
Schedule	Fixed	Issue with some offices being unable to see Sunday on the Schedule in Weekly View.

5.3.42

Category	Change Type	Description
Admin	Fixed	Billing -> Print to File/Import File -> Importing files not including Fee amounts.
Admin	Fixed	Integrations -> Issues with ABB and multi-location offices.
Admin	Added	Option under Company -> Records -> "Display CL RX Page" to automatically display the prescription again before uploading to the Patient Portal.
Billing	Added	Date to payment detail.
Billing	Fixed	Double-clicking payment to void does not void payment and still appears in the Daily Production Report.
General	Fixed	Direct Mail and Messaging features broken.
Inventory	Fixed	Admin -> Defaults -> Inventory Defaults do not pull into Miscellaneous.
Patient	Fixed	Printing Prescriptions -> When printing both RX, it prints "Display Patient Signature Line" and "Print 2 copies."
Records	Added	Upload CL Rx -> Prompt to display the CL RX for FTC Rules.
Records	Fixed	Letters -> Issues with printing not printing everything out.
Records	Fixed	Clinical Decision Support -> Changes not saving when editing rules.
Records	Fixed	Drug RX -> Printing not including line breaks correctly.
Reports	Fixed	Invoice Report -> CMS Status date reflecting the invoice date of service instead of the most recent date.
Schedule	Fixed	Make Appointment Window -> Unable to hit Enter in billing code search without clicking first.

5.3.41

Category	Change Type	Description
Admin	Fixed	Invoices -> Show tax ID box will never stay unchecked.
Admin	Fixed	Schedule -> Default to Appt Type view global setting not working.
Billing	Fixed	Patient and insurance payments made for $0.00 on invoices do not reflect on custom invoice printouts.
Billing	Fixed	Frame Orders -> Fixed: Frame Page Defaults (VSP) Coatings not pulling to RSlip.
General	Changed	Audit Log -> Many improvements made to increase performance.
Patient	Fixed	Issue with setting the window to half of a screen.
Patient	Fixed	Custom writing numbers in the Patient Insurance copay area (ex. 40/40/40).
Records	Fixed	Custom string not working on letters or Word templates.
Records	Fixed	"Unable to Save PDF" error message appearing.
Records	Fixed	Prescription -> Using the ABB catalog 88 & CL Search buttons -> when you choose a Toric lens and the Sphere is 0.00, the system wipes out the OS when the ABB radial button is selected.
Reports	Fixed	Capture Rate Report -> Showing 0s on Frames.
Reports	Fixed	Time Clock Report -> Miscalculating timespans.
Reports	Fixed	Invoice Claims Report -> Incorrect Claims Status.
Reports	Fixed	Sales Report -> Defaulting to the wrong employee.
Reports	Added	Frames report -> Optical Labs now included in drop-down.
Schedule	Fixed	Notes from templates disappearing.
Schedule	Fixed	Multi-location sites -> When scheduling an appointment for another location, it pulls the location signed in, not the location of the provider.
Schedule	Fixed	Alerts do not carry over to the appointment from the patient page when you have no patient selected in Crystal and then select a patient in the Make Appointment window.
Schedule	Added	Schedule print-out now includes the Appointment Status in its own column.

5.3.40

Category	Change Type	Description
Schedule	Fixed	Print-out display time using the appointment time and not the time by interval.
Schedule	Fixed	Appointment/Template Windows -> Warning windows appearing under other windows.

5.3.39

Category	Change Type	Description
Admin	Added	Schedule -> Option to "Disable Display Schedule (1-hour) Before and After" to disable the hour buffer before and after the office hours.
General	Changed	Audit Log now uses less memory on each workstation.
General	Fixed	E-Dr errors placing orders.
Records	Fixed	Unhandled Exception of "'child' is not a child control of this parent." pop-up.
Records	Fixed	Issues with Records templates not layering fields correctly.

5.3.38

Category	Change Type	Description
Billing	Fixed	Issues with discounts over 10,000.
Billing	Fixed	Issues importing Mass Insurance Checks.
General	Fixed	Resolved connection issues with MySQL 5.
Reports	Fixed	Mass Insurance Check -> Importing values off by a penny.
Schedule	Fixed	Issues with Radio buttons and Checkboxes on Make Appointment window with older versions of Windows.

5.3.37

Category	Change Type	Description
Admin	Fixed	Integrations -> CLX catalog issues with duplicate UPC codes.
Admin	Added	Integrations -> Glimpse Integration.
General	Removed	"Installing printer" Window when installing the PDF Printer.

5.3.36

Category	Change Type	Description
General	Fixed	Error when searching for IsMySQLServer.
General	Fixed	Errors appearing in the Kiosk application.
Records	Fixed	Issues with Panels and not layering correctly.
Reports	Fixed	Schedule Report -> Issue with Appt Type not matching the correct Appt Type ID.

ALL

Version	Release Date	Category	Change Type	Description
Current Beta 6.0.14	2023-05-22	Admin	Added	New integration with InfiniteVT
Current Beta 6.0.14	2023-05-22	Inventory	Added	The Frame and Contact Lens search windows have been updated in all locations in Crystal to match the new ones in the Inventory
Current Beta 6.0.14	2023-05-22	Patient	Added	A "Copy" button to the Frame Order page that allows you to copy the order information in XML format
Current Beta 6.0.14	2023-05-22	Reports	Fixed	Trying to use a Word template with the Schedule Report causes an error and won't proceed
Current Beta 6.0.14	2023-05-22	Schedule	Fixed	Double clicking on a schedule template that has no appointment type assigned to it causes an error. Right clicking on it to create an appointment works correctly though
Full Release 6.0.12	2023-04-21	Admin	Fixed	Clicking on Admin->Credit Card gives an error and won't let you proceed
Full Release 6.0.12	2023-04-21	Billing	Fixed	iMedicware integration does not work when trying to submit an invoice
Full Release 6.0.12	2023-04-21	Inventory	Added	Ability to print from the main Inventory page and from the Transaction Report
Full Release 6.0.12	2023-04-21	Inventory	Added	Ability to right click on column headers in the Transaction Report to select/deselect columns
Full Release 6.0.12	2023-04-21	Inventory	Fixed	Logging into a location and then going to the Inventory tab will always default to location 1
Full Release 6.0.12	2023-04-21	Inventory	Fixed	Trying to perform a transaction for an item is prompting an error saying that the quantity doesn't equal the item stock, even when not tracking individual items in Admin->Inventory
Full Release 6.0.12	2023-04-21	Inventory	Added	Ability to right click on a row in the Transaction Report and jump to the Billing tab for the patient in that transaction
Full Release 6.0.12	2023-04-21	Records	Added	Ability to export/import settings in Clinical Decision Support
Previous Beta 6.0.11	2023-04-17	Inventory	Added	Different colors to rows in the Inventory to designate frames that have a quantity of zero or if they are deleted
Previous Beta 6.0.11	2023-04-17	Records	Added	Expiration date to New Jersey Spectacle RX printout
Previous Beta 6.0.10	2023-03-27	Billing	Fixed	When printing CMS forms without a background, it will prompt an error stating the CrystalPM Printer needs to be installed
Previous Beta 6.0.10	2023-03-27	Patient	Fixed	Searching for patient's with very short last names or names with special characters doesn't work when set to Search on Server (ex: O'Connor)
Previous Beta 6.0.10	2023-03-27	Records	Fixed	If the Create Medical Records button is enabled but isn't clicked, you're still able to enter info into the first tab of the records, this data is not saved when you leave the page though
Previous Beta 6.0.10	2023-03-27	Records	Fixed	Viewing drug prescriptions in older records displays the additional details beneath it
Previous Beta 6.0.8	2023-03-02	Inventory	Fixed	Printing frame labels does not display prices in a dollar format (ex: displaying 100 instead of $100.00)
Previous Beta 6.0.8	2023-03-02	Inventory	Fixed	Inventory columns cannot be sorted
Previous Beta 6.0.8	2023-03-02	Inventory	Fixed	When trying to add/update a frame, if the Manufacturer dropdown is selected first, the Collection dropdown will not work
Previous Beta 6.0.8	2023-03-02	Patient	Fixed	When printing both the Spectacle and CL prescriptions at the same time, the CL Series overlaps with other text
Previous Beta 6.0.7	2023-02-17	Inventory	Updated	The inventory page has been redone! Most of the functionality should be the same but should include additional functionality along with reworks and fixes of some systems from the old layout
Previous Beta 6.0.7	2023-02-17	Inventory	Fixed	Searching the Transaction Report by a specific transaction type will not return the correct results
Previous Beta 6.0.7	2023-02-17	Inventory	Fixed	The new CL catalog selection will not allow you to select a lens if any of the dropdowns are not selected (Ex: if a lens doesn't have a color)
Full Release 6.0.6	2023-01-27	Reports	Fixed	Running any report causes an error to pop up
Full Release 6.0.6	2023-01-27	Schedule	Fixed	Fields inserted into the Schedule Appt Text and Notes Text in Admin->Schedule are not displaying correctly
Previous Beta 6.0.4	2023-01-19	Schedule	Fixed	When on the weekly view for an employee that has at least one day that they are not scheduled for, any schedule templates for that day will still show up
Full Release 6.0.3	2022-12-22	Schedule	Fixed	Trying to create recurring appointments causes Crystal to crash
Previous Beta 6.0.2	2022-12-20	Schedule	Fixed	Appointment information is being deleted as it is typed in due to schedule auto refreshing
Full Release 6.0.1	2022-12-16	Admin	Added	New scaling option for CMS forms in Admin->Defaults->CMS Form Defaults. Can edit the X and Y axis scaling (ex: setting it to .9 will scale it down to 90% of the normal size)
Full Release 6.0.1	2022-12-16	Billing	Fixed	Transaction history prints more than the selected items
Full Release 6.0.1	2022-12-16	General	Fixed	E-Dr integration, offices will need to be on version 6.0.1 or higher for the E-Dr integration to work going forward
Full Release 6.0.1	2022-12-16	Patient	Added	New "RX His" button to Contact Lens Orders to more easily view previous CL RXs, also available when looking up CL orders in the Contact Orders Report
Full Release 6.0.1	2022-12-16	Schedule	Fixed	Automatic schedule refresh not working for offices without an online scheduler
Full Release 6.0.1	2022-12-16	Schedule	Fixed	The "Next Appointment" and "Last Appointment" dates are incorrectly swapped around in the Linked Patients area of the appointments
Full Release 5.7.16	2022-11-07	Billing	Fixed	Printing transaction history doesn't print all selected items
Previous Beta 5.7.15	2022-10-27	Patient	Fixed	If you are set to "Search in memory" in Admin->Patient, it will not allow you to search for patients using commas (ex: Test, John)
Previous Beta 5.7.15	2022-10-27	Patient	Added	A new "Clear" button to the Patient->Insurance area
Previous Beta 5.7.14	2022-10-18	Inventory	Fixed	Searching for Framesdata frames via the dropdown options causes the Sales Price to calculate incorrectly
Previous Beta 5.7.14	2022-10-18	Patient	Fixed	When creating a contact lens order that has an Airoptix lens and saving it to the OOGP batch, the description will not display in the order
Previous Beta 5.7.14	2022-10-18	Patient	Fixed	Slow speeds when typing in the patient search window
Previous Beta 5.7.14	2022-10-18	Patient	Fixed	When using certain criteria in the patient search window such as First/Last or Last/First, it won't actually search anything
Previous Beta 5.7.14	2022-10-18	Records	Added	Added: Sending to a word template prompts you to add a Correspondence Note to that patient (identical to how it currently works when doing the same thing in the Patient or Schedule areas)
Previous Beta 5.7.14	2022-10-18	Reports	Fixed	Removed duplicate Print buttons on the Claims Report
Previous Beta 5.7.14	2022-10-18	Schedule	Fixed	Signing a patient in and then updating the appointment at any point after that will also update the sign in time
Previous Beta 5.7.9	2022-09-28	Admin	Added	Clear button in Admin->Defaults->RX Specific Defaults
Previous Beta 5.7.9	2022-09-28	General	Added	New option to prompt you to select a scanner every time
Previous Beta 5.7.9	2022-09-28	Schedule	Fixed	Schedule is showing a red dot for the TAB integration status even though it's working correctly
Previous Beta 5.7.9	2022-09-28	Schedule	Fixed	Once an appointment has been set to Signed In or Signed Out, it will not save any other status changes to the appointment. (ex: appt is set to Signed In, if you try to set it to canceled or missed after that it will just revert back to Signed In)
Previous Beta 5.7.7	2022-09-19	Records	Fixed	Fields that have a tab spacing in them will not print to PDF correctly
Previous Beta 5.7.7	2022-09-19	Reports	Fixed	Chargebacks put into the mass insurance check are not showing up in the Daily or Production reports
Previous Beta 5.7.7	2022-09-19	Schedule	Fixed	If a patient modifies an appointment from an SYE email, it will not update in Crystal
Previous Beta 5.7.5	2022-09-07	General	Fixed	Popup windows appearing behind other windows in Crystal, freezing up Crystal until they are clicked or until you press Enter
Previous Beta 5.7.5	2022-09-07	Patients	Added	When trying to print an expired prescription, a prompt will show up asking if you're sure you want to print the expired prescription
Previous Beta 5.7.5	2022-09-07	Records	Fixed	Crystal freezing up when trying to mark a record as Completed and then trying to adjust the date of the record
Previous Beta 5.7.5	2022-09-07	Schedule	Fixed	Rescheduling appointments doesn't save the new appointment and doesn't delete the previous one
Previous Beta 5.7.5	2022-09-07	Schedule	Fixed	When viewing the Schedule in the Weekly View and setting the weekends to be hidden, the schedule leaves grey empty spaces where the weekends would have been
Previous Beta 5.7.5	2022-09-07	Schedule	Fixed	When using the "Time In" and "Total Time" merge fields for the Schedule Appointment Text, the Time In is constantly changing to be the current local time and the Total Time is constantly increasing after patients have been signed out - also applies to offices that have left their Schedule Appt Text blank in Admin->Schedule->Settings
Previous Beta 5.7.4	2022-08-30	Schedule	Fixed	When viewing an appointment, the Go To Page->Records function doesn't go to the records page
Previous Beta 5.7.3	2022-08-29	Schedule	Fixed	Unable to edit appointments when using the Old Schedule View
Previous Beta 5.7.2	2022-08-25	Billing	Fixed	Editing invoices and trying to add a diagnosis code gives an error
Previous Beta 5.7.2	2022-08-25	General	Added	Bulk scanning feature: Located at the top of Crystal in Import/Export->Bulk Scanning. Allows you to scan into Crystal the same way you currently do and then save each scanned file and allow you to pick and choose which files are uploaded to which patient
Previous Beta 5.7.2	2022-08-25	General	Fixed	Kiosk issues with trying to link to Crystal via shared folder
Previous Beta 5.7.2	2022-08-25	Inventory	Added	Text spacing option when editing the frame label template, this allows you to move the label text independently of the UPC
Previous Beta 5.7.2	2022-08-25	Reports	Added	Additional column added to Mass Insurance Check for VSP payments minus chargebacks
Previous Beta 5.7.2	2022-08-25	Reports	Fixed	Invoice notes not showing up in the Claims Report
Previous Beta 5.7.2	2022-08-25	Reports	Fixed	Extra digit showing up in Insurance Payment Total for Mass Insurance Check - only happens when there is an amount for $0.01
Previous Beta 5.7.2	2022-08-25	Reports	Fixed	Running the Schedule report and selecting the Use Booking Date checkbox does not actually show appts in that date range by booking date
Previous Beta 5.7.2	2022-08-25	Reports	Added	Assigned Invoice Provider Report - Allows an office to find invoices without certain bill codes (ex: Full Exam) and also see which provider was assigned to previous Invoice with those codes
Previous Beta 5.7.2	2022-08-25	Reports	Fixed	Issue with statements not using the custom printout format when printed from the Patient's Receivable report - single location offices only
Previous Beta 5.7.2	2022-08-25	Schedule	Updated	The schedule page has received an update, along with an updated look. Most changes are on the back end so it should function about the same, some parts of the appointment window have been moved around a bit though
Previous Beta 5.7.2	2022-08-25	Schedule	Added	Patient ID to schedule printout
Previous Beta 5.6.34	2022-08-02	Billing	Fixed	Error when trying to print Transaction History
Previous Beta 5.6.34	2022-08-02	Patient	Fixed	Issue with patient's insurance name being deleted when importing online forms (should only happen to insurance names with parenthesis in them)
Previous Beta 5.6.34	2022-08-02	Patient	Added	Declined texting checkbox in Patient Info, also added as a search parameter in the correspondence report
Previous Beta 5.6.34	2022-08-02	Tasks	Fixed	Unable to assign tasks to employee groups
Previous Beta 5.6.33	2022-07-20	Patients	Fixed	Issue where custom frame UPCs weren't pulling up the frame information in a frame order
Previous Beta 5.6.33	2022-07-20	Reports	Fixed	Issue where the Billing Service report wouldn't open
Previous Beta 5.6.33	2022-07-20	Tasks	Fixed	Issue where tasks couldn't be assigned to groups and where the groups would display the incorrect employees/tasks in that group
Previous Beta 5.6.32	2022-07-19	Reports	Added	Location groups for Daily Report and Daily Production/Multi Day Production Report
Previous Beta 5.6.32	2022-07-19	Reports	Fixed	Issue where the Patient's Receivable report will come up blank for offices that are not multi location
Previous Beta 5.6.31	2022-07-13	Admin	Added	Ability to create groups for Locations
Previous Beta 5.6.31	2022-07-13	Admin	Fixed	Print Address Label not printing Clinic Name in Admin->Defaults->Pro Referral
Previous Beta 5.6.31	2022-07-13	Billing	Fixed	Removed 0.00 amount from comments on invoices
Previous Beta 5.6.31	2022-07-13	General	Fixed	Checkbox overlapping with button in Import/Export->Export Patients->CCD
Previous Beta 5.6.31	2022-07-13	General	Fixed	CLX add power showing up twice
Previous Beta 5.6.31	2022-07-13	Patient	Added	Pronunciation field to the Patient Info page
Previous Beta 5.6.31	2022-07-13	Records	Fixed	Extra characters showing up for checkboxes in Letters (ex: \ul_X_\ul0 instead of just X)
Previous Beta 5.6.31	2022-07-13	Records	Added	Append option for Hand Writing Entry/Tablet Version
Previous Beta 5.6.31	2022-07-13	Schedule	Fixed	The schedule showing a red dot for the TAB integration even though it may be syncing just fine
Previous Beta 5.6.30	2022-06-30	Billing	Fixed	Billing codes marked as Contact Lens/Misc not carrying over from Routing Slip
Previous Beta 5.6.30	2022-06-30	Records	Fixed	Button click on field focus not forwarding to other fields correctly
Previous Beta 5.6.30	2022-06-30	Reports	Fixed	Mass insurance check details not showing
Previous Beta 5.6.30	2022-06-30	Schedule	Fixed	Monthly view showing scheduled days as unavailable if the start time is PM
Previous Beta 5.6.30	2022-06-30	Schedule	Fixed	Null error occurs when trying to create a recurring appointment with no end date
Previous Beta 5.6.30	2022-06-30	VSP	Added	Allows comments in the RX and convert to zeros for VSP claims submissions
Previous Beta 5.6.30	2022-06-30	VSP	Fixed	Frames page loading for VSP
Previous Beta 5.6.29	2022-06-23	Patient	Added	Buttons to swap the notes in the "Notes to Lab" and "Notes (not sent to lab)" sections in the Frame Order Page
Previous Beta 5.6.28	2022-06-22	Billing	Added	Frame info to invoices in Billing and in Reports
Previous Beta 5.6.28	2022-06-22	Patient	Added	Sending passcode for online forms now checks to see if that patient has already filled out a form
Previous Beta 5.6.28	2022-06-22	Patient	Added	Ship to Patient option in Frame Order page
Previous Beta 5.6.28	2022-06-22	Patient	Fixed	Printing folder labels would show today's appointment instead of showing the next appointment date, but only when today's appointment was signed out
Previous Beta 5.6.28	2022-06-22	Records	Fixed	Marking the Prescription tab as a Summary tab causes a duplicate RX field to show up when viewing old records
Previous Beta 5.6.27	2022-06-09	Admin	Fixed	VSP bug fixes
Previous Beta 5.6.27	2022-06-09	Billing	Fixed	Rounding error in the Insurance Breakdown window
Previous Beta 5.6.27	2022-06-09	Patient	Fixed	Wild Card search for DOB
Previous Beta 5.6.27	2022-06-09	Reports	Added	Inventory purchase price to the Sales Payment Report
Previous Beta 5.6.27	2022-06-09	Reports	Fixed	Schedule Report isn't printing the dashboard when the Show Dashboard box is checked
Previous Beta 5.6.27	2022-06-09	Reports	Added	New Report: VSP Claims Report
Previous Beta 5.6.26	2022-06-08	General	Updated	Handwriting on Tablet
Previous Beta 5.6.26	2022-06-08	Integrations	Updated	CodeSafe
Previous Beta 5.6.26	2022-06-08	Records	Fixed	Data Transfer Fix -> Import Last Exam on CLRX
Previous Beta 5.6.26	2022-06-08	Reports	Fixed	Correspondance Report -> Fix for Last Appointment Dates
5.6.25	2022-05-11	Billing	Fixed	Issues with not being able to submit Apex claims.
5.6.25	2022-05-11	Records	Fixed	Letters -> Fixed an issue where having a \ character in a field would end up cutting out sections of the letter when merging fields.
5.6.25	2022-05-11	Reports	Added	Custom Invoice Report -> Added Schedule options to the Customize Options section.
5.6.25	2022-05-11	Reports	Fixed	Daily Report -> Open Med Recs -> Fixed issues with permission and access to the Medical Record Report not being registered correctly.
5.6.25	2022-05-11	Reports	Fixed	Doctor Report Card -> Fixed an error that would occur when certain settings are enabled.
5.6.25	2022-05-11	Schedule	Fixed	Open Records -> Fixed issues with permission and access to the Medical Record Report not being registered correctly.
5.6.24	2022-05-03	Admin	Fixed	Employees -> Issues with opening and viewing an Employee's settings if they have previously had a QR code generated for the 2FA settings.
5.6.24	2022-05-03	Admin	Removed	QuickBooks integration has been removed.
5.6.24	2022-05-03	Patient	Fixed	Files -> Email Office Document - Issues when you close the window with the X button not canceling the action to load Microsoft word.
5.6.24	2022-05-03	Records	Fixed	RX button -> Issues with the window not showing the latest Spec RX when opened until record has been closed or the page was refreshed.
5.6.24	2022-05-03	Records	Fixed	Added: Clinical Decision Support -> Added new option to "Print" and "Print to File."
5.6.24	2022-05-03	Reports	Fixed	Doctor Report Card -> Issues with being able to manually type in the window in areas like the date selector.
5.6.24	2022-05-03	Reports	Fixed	Patients Receivable Report -> Removed cell phone causing issues with BillFlash integration.
5.6.24	2022-05-03	Schedule	Fixed	Issues with the Search button being cut off and disappearing.
5.6.24	2022-05-03	Schedule	Fixed	(Specific to offices with Security level 1 and no employees created or set on the schedule) Issues with going to the schedule page throws an error and crashes Crystal.
5.6.24	2022-05-03	Schedule	Fixed	Appointments -> Fix for changing an appointment to an employee with no initials set not appearing in the Appointment Log.
Full release 5.6.23	2022-04-19	General	Updated	TAB updated to v3.08.
Full release 5.6.23	2022-04-19	Patient	Fixed	Frames -> Fix for Auth # not populating without an expiration date assigned.
Full release 5.6.23	2022-04-19	Reports	Fixed	Sign-in/Sign-out Report -> Issues with double-clicking an appointment after the column has been resorted opening the wrong appointment.
Full release 5.6.23	2022-04-19	Reports	Added	Schedule Report -> New area for marketing that pulls from the marketing assigned to appointments.
Full release 5.6.23	2022-04-19	Reports	Fixed	Sales Report -> Issue with text appearing on the printed report.
Full release 5.6.23	2022-04-19	Reports	Fixed	Daily & Multi-Day Report -> Issues when clicking into the external credit amount it breaks down the count but if you double-click into the count it does not break down by patient.
Full release 5.6.23	2022-04-19	Schedule	Fixed	Issues with error messages appearing when navigating through the Schedule page.
Full release 5.6.23	2022-04-19	Schedule	Fixed	Fixed: Issues with opening appointments when there have been no previous settings set for Schedule Marketing.
Full release 5.6.23	2022-04-19	Schedule	Added	Appointments -> New marketing section added to the Schedule that work similar to flags but are customizable. These are set and created under the Admin -> Schedule area.
5.6.20	2022-03-30	Admin	Changed	Defaults -> Patient Page Defaults - Printing the Professional Referral label now includes the Clinic Name.
5.6.20	2022-03-30	Admin	Added	Defaults -> Patient Page Defaults - Added new option to automatically set the Authorization Expiration field under Patient -> Insurance to expire in 30 days like it did in older version of Crystal.
5.6.20	2022-03-30	Patient	Fixed	Spectacle Rx -> Issues when printing prescriptions with the "Print All" button and the Hide Rx Notes option under Admin -> Defaults is turned on, it only hides the first set of notes, not the other two.
5.6.20	2022-03-30	Reports	Added	User Log Report -> Added tracking for logging in with 2FA and editing of invoices to the User Log.
5.6.20	2022-03-30	Tasks	Added	Added a "Recall" button to the Task window.
5.6.19	2022-03-08	Admin	Fixed	Integrations -> Fixed an issue with deleting bill codes on the CLX catalog with the Delete key.
5.6.19	2022-03-08	Admin	Fixed	Employees -> Fixed an issue when double-clicking an employee who had previously had a QR code generated in their settings.
5.6.19	2022-03-08	General	Fixed	CLX Integration -> Fixed issues with the CLX catalog not properly carrying an item over when switching between Default Rx and CLX radio options on prescriptions.
5.6.19	2022-03-08	Patient	Fixed	Issues with the Search for Patient window not showing inactive patients when the Find Patient setting under Admin -> Patients is set to "Search in memory".
5.6.19	2022-03-08	Patient	Changed	Changed the Alert Comment to add the date at the beginning instead of at the end when the setting under Admin -> Defaults -> Patient Page Defaults has "Add Date to Alerts" set.
5.6.19	2022-03-08	Records	Fixed	Correspondence Report -> Issues with Last Exam date not appearing when running the report.
5.6.17	2022-02-28	General	Updated	TAB updated to version 3.07.
5.6.17	2022-02-28	General	Fixed	Issues the CPM mail window not opening.
5.6.17	2022-02-28	General	Fixed	Search for Patient Window -> Fixed issues with larger offices searching for patients based off the First or Last name and the patient not appearing unless searching with a different criteria.
5.6.17	2022-02-28	Patient	Added	Search for Patient Window -> Added Wildcard search option that will search based off multiple criteria at once.
5.6.17	2022-02-28	Records	Fixed	Issues with Diagnosis Codes appearing to have blanked out when leaving the Records page and going to view it later.
5.6.17	2022-02-28	Records	Fixed	Records for Procedure -> Issues with the assigned colors not appearing on the first tab when starting a record.
5.6.17	2022-02-28	Schedule	Fixed	ScheduleYourExam -> Fixed an issue with appending notes to an appointment.
5.6.17	2022-02-28	Schedule	Fixed	Issues with creating Recurring appointments without an end date assigned.
5.6.17	2022-02-28	VSP	Fixed	Issues with receiving error messages from VSP.
5.6.15	2022-02-16	Billing	Added	Payments -> Added Patient EFT payment option. Reports have also been changed to address and match these changes.
5.6.15	2022-02-16	Billing	Fixed	Fixed an issue where discounts based off percentages were not rounding up to the correct penny amount properly.
5.6.15	2022-02-16	General	Added	Kno2 Integration can now send messages to recipients found in the Crystal Rolodex.
5.6.15	2022-02-16	Patient	Changed	Frame Orders -> Calculated Estimates for older Frame Orders no longer show calculations based off the current settings in Crystal. The data is now saved when an order is created, so that when the order is pulled up in the future, it will accurately display what the Calculated Estimate was at the time the order was created.
5.6.15	2022-02-16	Patient	Fixed	Fixed an issue where Calculated Estimates would not appear on older orders.
5.6.15	2022-02-16	Records	Fixed	(New Jersey offices only) Fixed an issue when printing longer Contact Lens names would cut off printing on the NJ Rx slip .
5.6.15	2022-02-16	Schedule	Added	Make Appointment Window -> Added an option to view patient's previous and future appointments as per request.
5.6.15	2022-02-16	Schedule	Fixed	Fixed an issue where creating a recurring appointment with an end date would not include the final date in the calculations.
5.6.12	2022-01-17	Patient	Fixed	Frame Orders -> Issues when editing a frame order clearing out some of the Lens options on the order.
5.6.12	2022-01-17	Reports	Fixed	Schedule Report -> Issues with checkboxes appearing when printing out this report.
5.6.11	2022-01-13	Admin	Added	Company -> Added tooltips to most of the options found in this section to help clarify what each setting does.
5.6.11	2022-01-13	Billing	Fixed	Issues when splitting an invoice with Inventory items attached not properly removing the item from Inventory quantities.
5.6.11	2022-01-13	Inventory	Changed	Verify Inventory -> Modified the verification process to make verify inventory work faster than previously.
5.6.11	2022-01-13	Patient	Fixed	(VSP) Frame Order Page -> Issues with editing orders created with VSP defaults orders removing information from the order.
5.6.11	2022-01-13	Patient	Fixed	Frame Order Page -> Issues with not being able to enter information into the Authorization field when creating a new order.
5.6.11	2022-01-13	Patient	Changed	Making changes to the Patient Notes section is now tracked in the User Log.
5.6.11	2022-01-13	Records	Fixed	Issues with the Diagnosis Search window not working properly when accessing through the settings EHR -> Diagnosis Code Converter.
5.6.11	2022-01-13	Reports	Fixed	User Log Report -> Fixed some information being logged incorrectly. Anything logged once updated to this release will be correct, but some logs recorded before updating may produce some inconsistencies.
5.6.10	2022-01-03	Admin	Fixed	Billing -> Issue with importing a file with fee amounts of 0 not updating the fee amount upon import.
5.6.10	2022-01-03	Admin	Fixed	Defaults -> Frame Page Defaults - Issues with editing Packages.
5.6.10	2022-01-03	Admin	Fixed	Diag Codes -> Issues with importing Diag Codes not working as intended.
5.6.10	2022-01-03	Admin	Added	Company -> CL Integrations - Do not update Order Status. This setting will turn off the ability for any Contact Ordering integrations to update the order status of orders when opening Crystal.
5.6.10	2022-01-03	General	Added	Rolodex -> You can now click the column's header to sort each column.
5.6.10	2022-01-03	Inventory	Added	Label Printing - added a new field (<itemLocation>) for Item Location for printing that will list the location the item is associated with.
5.6.10	2022-01-03	Patient	Fixed	Quick View -> Issues with some fields on the Quick View tab not updating when making changes to those fields on the other tabs.
5.6.10	2022-01-03	Patient	Fixed	Frame Orders -> Fixed an issue when using Previous and Next buttons with VSP orders causing some text to not correctly reflect on the order.
5.6.10	2022-01-03	Patient	Changed	Insurance -> Adding an authorization number no longer automatically sets the Auth Date Exp field.
5.6.10	2022-01-03	Patient	Changed	Insurance -> You can now type into the Insurance Name and Plan dropdown menus to suggest an option when the dropdown menu is open.
5.6.10	2022-01-03	Patient	Changed	Contact Orders -> Phone number now pulls over preferred method of contact the same way that the Frame Orders do.
5.6.10	2022-01-03	Patient	Changed	Add File -> Changed the Add File window to auto-fill the Type field and/or suggest an option based off typed text.
5.6.10	2022-01-03	Patient	Added	Print Prescription -> Both - Added option to upload both Spectacle and Contact prescriptions to the Patient Portal.
5.6.10	2022-01-03	Records	Fixed	ARRA -> Issues with editing Allergies not updating until you leave or refresh the Records page.
5.6.10	2022-01-03	Records	Added	Button Commands -> New pre-loaded applications option called "Add Billing" that allows you to search by CPT code that functions similar to the Diag Codes search button.
5.6.10	2022-01-03	Reports	Added	VisionWeb Report -> Added location options for multi-location offices.
5.6.10	2022-01-03	Reports	Added	User Log -> The User Log now tracks when portal access was sent to website, emailing reset password and updating password.
5.6.10	2022-01-03	Reports	Added	Schedule Report -> Added appointment type option to the Schedule Report.
5.6.10	2022-01-03	Reports	Added	Insurance Receivable Report (as of Date) -> Added option to separate by Employee.
5.6.9	2021-12-14	Admin	Changed	Employees -> Auto Logout Interval - Increased the time you can set for an employee.
5.6.9	2021-12-14	Admin	Changed	Tasks -> Defaults -> Defaults can now be edited when double-clicking the text.
5.6.9	2021-12-14	Admin	Added	Company -> Locations -> Added two new options to the Patient Receivable Report.
5.6.9	2021-12-14	Admin	Added	Employees -> 2FA Login -> Added two-factor authentication login options. When you enable this setting, it generates a QR code that you can scan with a smartphone to download the 2FA app for iOS or Android. Once setup, this will add the 2FA option to the log in screen for the selected employee and logging in will require both a password and the 2FA code.
5.6.9	2021-12-14	General	Fixed	Issues with WVA orders being assigned to the incorrect patient when viewing batched orders.
5.6.9	2021-12-14	General	Fixed	VSP -> Issues with multi-location offices not loading the correct token.
5.6.9	2021-12-14	General	Updated	TAB v3.05 -> Includes several bug fixes.
5.6.9	2021-12-14	Patient	Changed	Frame Order Page -> Changed the tab order on some of the fields of the frame page to better reflect office work flow.
5.6.9	2021-12-14	Patient	Updated	Frame Order Page -> Increased speed for VSP orders.
5.6.9	2021-12-14	Patient	Added	Insurance -> Pro Referral - Added Injury Date to the Referral Form.
5.6.9	2021-12-14	Patient	Added	Added the option to include or exclude the patient's preferred contact method from printing like you can with the other Prescription windows.
5.6.9	2021-12-14	Records	Fixed	Machine Integrations -> Fixed an issue where importing multiple files through the same machine configuration (ex. Topcon XML) through one button command would only import some values instead of all values.
5.6.9	2021-12-14	Records	Changed	Drug RX -> Printing now includes prescription strength.
5.6.9	2021-12-14	Records	Added	Added Notes button that will open the patient's notes and turn green when the patient does have notes on file.
5.6.9	2021-12-14	Reports	Changed	User Log -> Now shows most recent entries first.
5.6.9	2021-12-14	Reports	Added	User Log -> Changing patients on an appointment is now tracked in the user log.
5.6.9	2021-12-14	Schedule	Fixed	Weekly View -> Fixed an issue where right-clicking to create an appointment would not refresh the Schedule's view, making it seem as if the appointment was not created.
5.6.9	2021-12-14	Schedule	Added	Weekly View -> Added the ability to double-click a day of the week in weekly view to take you to the Daily View for that day. (This was a feature that was previously available in version 4.)
5.6.9	2021-12-14	Schedule	Added	The ability to right-click the Calendar view and click "Go To Today" to change the schedule's focus back to the current day. (This was a feature that was previously available in version 4.)
5.6.9	2021-12-14	Tasks	Added	Assign button to auto-assign a newly created task to the Employee currently logged in.
5.6.8	2021-12-01	Machine Integrations	Added	New integration with Smart Mirror
5.6.7	2021-11-30	Billing	Fixed	Fixed an issue where the Frame UPC would not be attached to a line item whenever the Notes on the Routing Slip had been altered to include List Price after the UPC number instead of being on separate lines.
5.6.7	2021-11-30	General	Added	New Log In window -> Added a notification if Caps Lock is enabled on the keyboard.
5.6.7	2021-11-30	Inventory	Fixed	Issues with columns not being sorted alphabetically when viewing by Brand or Collection.
5.6.7	2021-11-30	Patient	Changed	Modified the Contact Lens Order screen to pull the Provider and Staff members to the routing slip the same way that the Frames Orders do.
5.6.7	2021-11-30	Schedule	Fixed	An issue when creating Recurring Appointments where duplicate appointments could be created on the same day whenever recurring options were set to Daily and On Certain Days.
5.6.7	2021-11-30	Schedule	Fixed	A rare issue where creating an reccuring appointment with the options Daily and On Certain Days that could cause the first recurrence to be incorrectly updated to be a day in the past.
5.6.6	2021-11-16	General	Fixed	AMA -> Fixed an issue where the AMA expiration would never prompt in Crystal after first year was over causing the CPT codes to be shut off.
5.6.5	2021-11-12	Records	Fixed	An issue with using the Sign-In list to leave the Records page from one patient to another causing some tabs or fields not to save information properly.
5.6.4	2021-11-09	Billing	Fixed	Issues with downloading Patient Portal payments attached to an Invoice that has been deleted.
5.6.4	2021-11-09	Billing	Fixed	Issue with the check date in Add'l ANSI Info defaulting to 03/10/2021. It now defaults to the current date.
5.6.4	2021-11-09	Billing	Fixed	Issue with scanning UPC codes into the bill code line defaulting to the next line.
5.6.4	2021-11-09	General	Fixed	Issue with the CL Search window causing the mouse cursor to disappear.
5.6.4	2021-11-09	General	Changed	Help -> Calculator option now set to Ctrl-Shift-1 instead of Ctrl-1.
5.6.4	2021-11-09	Patient	Fixed	Fixed Notes not sorting correctly when adding multiple notes on the same day.
5.6.4	2021-11-09	Patient	Changed	Online Forms -> Passcode not exporting the Insurance DOB field to the online form.
5.6.4	2021-11-09	Records	Fixed	EyeCOR integration not working as intended.
5.6.4	2021-11-09	Records	Fixed	Issues with tabs marked as "Summary Tab" not always being marked as filled out tabs for old records.
5.6.4	2021-11-09	Tasks	Fixed	Issues with Frame and Contact orders on the Tasks page opening the window underneath Crystal.
5.6.4	2021-11-09	Tasks	Fixed	Fixed an issue where creating tasks outside of the Tasks page (from the View Tasks window) would not include Employee Groups that have been created in the Employees drop down option. Creating a group task this way will allow tasks assigned to the group to be signed out for the entire group by one member in the group.
5.6.2	2021-10-20	Records	Fixed	Routing Slips are not being generated automatically when you leave from the Records page to the Billing page. If you close the record or leave to a different page first, it works as intended.
5.6.2	2021-10-20	Schedule	Fixed	Rare occurrence of starting the Schedule on Daily view for an employee not scheduled appearing to remove all appointments from Weekly view until you switch back to Daily view for a day that the employee is scheduled.
5.6.1	2021-10-18	Admin	Added	Updates -> Added new option "Prompt when update available (Master Admin)" that will show a Master Admin if an update is available when logging in to Crystal.
5.6.1	2021-10-18	Billing	Changed	Moved the buttons on the Billing Page to better fix for screens with small resolutions.
5.6.1	2021-10-18	Billing	Fixed	Issues with changing quantities of items when a discount associated changing the Amount back to the original price of the Bill Code instead of matching the total of the quantity.
5.6.1	2021-10-18	General	Fixed	Issues with Crystal PM trying to read or write to the configuration file used by the application.
5.6.1	2021-10-18	General	Fixed	Issues with Merge Patients not working if there was an accidental character in the phone number of any patient.
5.6.1	2021-10-18	General	Fixed	Issues with the new Log In screen sometimes shifting focus to password early when searching for an employee.
5.6.1	2021-10-18	Patient	Fixed	Issues with Authorized Users column Relation (2) not being sorted Alphabetically.
5.6.1	2021-10-18	Records	Fixed	Issues when you create a medical record from that a tab that has Numeric Value fields on it being inaccessible until you leave Records page and come back to it.
5.6.0	2021-10-14	General	Updated	The Crystal PM Log In Screen has been updated with a new interface. It now includes a built in search option to filter employees.
5.6.0	2021-10-14	General	Fixed	Issues with moving between Main page windows, like Patient and Tasks, not functioning as intended.
5.6.0	2021-10-14	General	Updated	TAB updated to v3.04. Fixes issues with uploading and downloading as well as canceled and deleted appointments.
5.6.0	2021-10-14	General	Fixed	VSP -> Issues with prism info sometimes missing.
5.5.9	2021-10-13	General	Fixed	Potential issues with changes to the Patient and Records pages not saving changes made within the past minute.
5.5.9	2021-10-13	General	Fixed	Potential issues where an error message appears when closing pages inside of Crystal.
5.5.8	2021-10-12	General	Fixed	Potential issues with changes to the Patient and Records pages not saving changes made within the past minute.
5.5.7	2021-10-11	Admin	Added	Defaults -> Patient Page Defaults -> New option to turn off the appointment counter numbers on the Patient page Appointment lists.
5.5.7	2021-10-11	General	Fixed	Support -> Email Tech Support sending the wrong information to the defaults Windows Mail application.
5.5.7	2021-10-11	Records	Fixed	ARRA -> Issues with the Transferred/Referred out count box not working as intended.
5.5.7	2021-10-11	Records	Added	EHR Settings -> Page Options - New "Round RX values" option that rounds RX fields up or down to the next value. (Note: Fix RX Format also needs to be checked for this feature to work.)
5.5.7	2021-10-11	Records	Added	EHR Settings -> Page Options - Quick RX [use directional pad] that allows you use the arrow keys in RX fields to quickly navigate through RX fields. The up and down arrow keys will add or subtract 1.00, while the left and right arrow keys add or subtract 0.25.
5.5.7	2021-10-11	Reports	Fixed	Contact Lens Report -> Contact Sales -> Issues with Contact Lens sold showing as a Misc item instead of a Contact Lens.
5.5.7	2021-10-11	Schedule	Fixed	Issues with changing color of both Appointment Type and Status type not saving when leaving the Schedule page.
5.5.6b	2021-09-28	Billing	Fixed	Issues with ANSI claims NDC loop being in the wrong position.
5.5.6b	2021-09-28	Billing	Fixed	Issues with printing invoices when the Audit Log is disabled.
5.5.6b	2021-09-28	General	Fixed	Issues with Configuration -> Server sometimes appearing blank with no Server Name.
5.5.6b	2021-09-28	Patient	Fixed	Issues with Notes not sorting alphabetically when notes are on the same day.
5.5.6b	2021-09-28	Patient	Fixed	VisionWeb -> Fixed issues with Height importing incorrect values when OC OD and OC OS fields are sent to order.
5.5.6b	2021-09-28	Records	Fixed	RX History -> Issues with Inactive Employees appearing as "NA" under employee initials.
5.5.6b	2021-09-28	Records	Added	Letters -> Letters now have an option to add page breaks between pages.
5.5.5	2021-09-21	Admin	Added	Company -> Locations - New option for "Completely Separate Statements, ignore payment loc" for when an office has a patient with balances at multiple locations that wants the locations ignored when accounting for payments.
5.5.5	2021-09-21	Billing	Fixed	Fix for calculating discounts rounding up to the nearest penny, regardless of what the decimal amount was.
5.5.5	2021-09-21	Billing	Fixed	Issues with claims for insurances not automatically getting added to batches under Admin -> E Claims.
5.5.5	2021-09-21	Billing	Fixed	Issues with "Show All Insurances" option only showing Insurances for that patient.
5.5.5	2021-09-21	General	Added	Help -> Calculator option to open the Windows calculator for cloud offices with restricted access.
5.5.5	2021-09-21	Inventory	Fixed	Issue when adding a frame into inventory reloading to the wrong grid view.
5.5.5	2021-09-21	Inventory	Fixed	Transaction Report -> Issue with SalePrice not loading properly.
5.5.5	2021-09-21	Reports	Fixed	Medical Records Report -> Issue with uploading multiple records at once showing the "File Uploaded" prompt for every single record uploaded.
5.5.5	2021-09-21	Reports	Fixed	Correspondence Report -> Issues with Last Appt Date not calculating patients properly based off Last Exam Date.
5.5.4	2021-09-03	Patient	Fixed	Frame Orders -> Issues with VisionWeb orders throwing "Index was out of range. Must be non-negative and less than the size of the collection." errors.
5.5.3	2021-09-02	Admin	Added	Defaults -> Patient Page Defaults -> Added Patient Sex to the list of possible Required Fields.
5.5.3	2021-09-02	Billing	Fixed	VSP -> Bug fixes for claim submissions.
5.5.3	2021-09-02	General	Fixed	Messaging -> Issues with only some users not seeing any contacts in the Contact list when clicking to create a new message thread.
5.5.3	2021-09-02	Patient	Fixed	Issues with "Add Patient" window not properly triggering required fields under Admin -> Defaults -> Patient Page Defaults.
5.5.3	2021-09-02	Patient	Fixed	Frame Orders -> Issues with Estimated Balance field not calculating while updating a Frame Order if there is a blank Frame Order option set by default or no frame selected.
5.5.3	2021-09-02	Records	Added	Added new option to Import Values from Old Records by right-clicking inside of the grid and choosing a record to import from. **Please note: There was an issue introduced in version 5.5.0 where grids would not load previous values correctly. Any records created in that timeframe could be affected. You can import the previous record before that version to fix the issue.
5.5.3	2021-09-02	Reports	Fixed	Schedule Report -> Issues with Employee booking option not printing or printing to file properly.
5.5.3	2021-09-02	Reports	Updated	Sign-In/Sign-Out Report -> Significant performance increases to the speed of this report.
5.5.3	2021-09-02	Schedule	Fixed	Waitlist -> Issue with Location dropdown not defaulting to the location the currently logged in employee is logged in under.
5.5.2	2021-08-24	Admin	Fixed	Issues where InvoiceID number would only populate after clicking the "Refresh" button.
5.5.2	2021-08-24	General	Fixed	Issues with Tablet mode setting causing some textboxes to disappear.
5.5.2	2021-08-24	General	Changed	Mail -> Adding a user to a message thread now lets them see all previous messages.
5.5.2	2021-08-24	General	Changed	Messaging -> You can now toggle messages on or off by workstation without needing to contact Support to enable.
5.5.2	2021-08-24	Patient	Fixed	Issues with Validating Address not updating the City if Auto Validate under Admin -> Patient Page Defaults was turned on.
5.5.2	2021-08-24	Reports	Added	Recall Report -> "Print 3rd Party List" button which prints to file only the first, middle, last, address1, address2, city, state, and zip options.
5.5.1	2021-08-18	Admin	Added	Defaults -> Patient Page Defaults -> Referrals -> Added new field for Clinic Name in the Referral window.
5.5.1	2021-08-18	Billing	Added	There is now a "Print to File" option on the SFTP Results window.
5.5.1	2021-08-18	Billing	Fixed	Issues when billing multiple frames where the frame order page brings over the first item sold rather than the correct one, but the invoice notes show the correct item along with the first item put onto the first invoice.
5.5.1	2021-08-18	General	Changed	Sign-In List -> Columns can now be resized.
5.5.1	2021-08-18	Inventory	Fixed	Issues with "Save to Inventory and Add Another" not saving Manufacturers.
5.5.1	2021-08-18	Inventory	Fixed	Issue with the gender merge field not working when printing labels.
5.5.1	2021-08-18	Inventory	Fixed	Issue with the "Cannot Sell Items if Quantity is 0 or less" Admin -> Employee setting not working.
5.5.1	2021-08-18	Inventory	Fixed	Issue with the Hide frame(s) with quantity of zero checkbox hiding the list of list of frames when viewing Collections.
5.5.1	2021-08-18	Patient	Fixed	Notes -> Issues with sorting on date column when adding in new notes.
5.5.1	2021-08-18	Patient	Fixed	Frame Orders -> Billing Codes attached to Frame Order type in Frame Page Defaults only pulls pricing from inventory and does not include pricing for other codes attached in the estimated balance field.
5.5.1	2021-08-18	Patient	Fixed	Contact Orders -> The checkboxes for appointment options now work as intended.
5.5.1	2021-08-18	Records	Fixed	RX -> Issue with Status not always appearing on CL RX orders.
5.5.1	2021-08-18	Records	Fixed	Issue with Previous Value button command not comparing properly with dates and times.
5.5.1	2021-08-18	Records	Changed	Editing the Template -> When a template has duplicate fields, it now displays the fields in a list instead of separately one at a time.
5.5.1	2021-08-18	Reports	Fixed	Orders Upload Report -> Issue with "Print" button printing to file instead of printing.
5.5.1	2021-08-18	Reports	Fixed	Billing Service Report -> Issue with "Print" button printing to file instead of printing.
5.5.1	2021-08-18	Schedule	Changed	The Weekly calendar view now loads the first employee scheduled for the selected date if the current employee isn't scheduled for that date.
5.5.1	2021-08-18	Schedule	Fixed	Issues with Alerts in the Make Appointment window for appointment already created not pulling from the Patient Info section after it has been modified as it did in previous versions of Crystal.
5.5.1	2021-08-18	Tasks	Fixed	Issues with sorting tasks that were not created during the same year after creating a new task.
5.5.1	2021-08-18	VSP	Fixed	Improved name matching to include suffix on last name.
5.4.31	2021-07-29	Billing	Added	Edit Invoice -> Added the ability to split an Invoice into two and choose which line items to split off.
5.4.31	2021-07-29	Patient	Fixed	CL RX -> After adding OD through the Search Inventory button and searching again for OS, the CL Search Window defaults to OD instead of OS.
5.4.31	2021-07-29	Records	Fixed	CL RX -> After adding OD through the Search Inventory button and searching again for OS, the CL Search Window defaults to OD instead of OS.
5.4.31	2021-07-29	Records	Fixed	Issues with the final CL Rx syntax for prism sending the field to both the Rx Prism and Seg Ht fields to the final Rx.
5.4.31	2021-07-29	Records	Fixed	Isses with the final CL Rx syntax for Seg Ht only sending the OS to the final Rx and not including OD.
5.4.31	2021-07-29	Schedule	Fixed	Waitlist -> "Convert to Appointment" button is bringing up the old Make Appointment window.
5.4.31	2021-07-29	Schedule	Fixed	Issues with Schedule Options -> "Print Schedule Display View" not printing when there is an appointment on the schedule with no patient attached to it.
5.4.30	2021-07-27	Billing	Fixed	HLink -> Issues with the integration reading and writing to the same output for multiple result files.
5.4.30	2021-07-27	Billing	Fixed	Issue with submitting statements to Trizetto with the Today option selected on the Patient Receivable Report causing an error on Trizetto's end.
5.4.30	2021-07-27	Billing	Fixed	BillFlash -> Issue with online payments not reflecting properly on the invoice properly.
5.4.30	2021-07-27	CPM Mail	Updated	The Crystal Mail feature has been entirely redesigned on the back-end. The interface looks very similar to the previous version, but the database logic has been completely revamped for increased reliability and performance. The interface will see an update in a later release.
5.4.30	2021-07-27	CPM Mail	Changed	Messages are now listed together by conversation to be viewed and replied to as threads, instead of separating with line breaks.
5.4.30	2021-07-27	CPM Messaging	Updated	The Crystal Messaging feature has been entirely redesigned on the back-end. The interface looks very similar to the previous version, but the database logic has been completely revamped for increased reliability and performance. The interface will see an update in a later release.
5.4.30	2021-07-27	CPM Messaging	Added	You can now re-use and view existing and old conversations, including those imported from the previous version, as well give names to new conversation threads.
5.4.30	2021-07-27	CPM Messaging	Added	You can now view all old messages sent in a conversation by scrolling up in the chat window with the mouse wheel.
5.4.30	2021-07-27	CPM Messaging	Added	You can now close conversation tabs in the Messaging window with the middle-click button on your mouse.
5.4.30	2021-07-27	CPM Messaging	Added	New messages will now appear in the taskbar with the Windows notification color.
5.4.30	2021-07-27	General	Changed	ABB Contact Orders -> Added better internal database logging to help better track timeout errors.
5.4.30	2021-07-27	Inventory	Fixed	Issue with the Inventory page refreshing to a different screen when using the "Add/Update Frame" button.
5.4.30	2021-07-27	Patient	Fixed	Frame Orders -> New patient's cell phone numbers not coming over to the Frame Order when set it is the only number and set as the Preferred Contact.
5.4.30	2021-07-27	Patient	Added	Online Forms -> Importing Online Forms now gets logged in the "Show Patient Log" area.
5.4.30	2021-07-27	Patient	Changed	Patient Search Window -> Searching by Birthday now only searches numerically.
5.4.30	2021-07-27	Records	Fixed	Issues with the "Diags" button not properly displaying previous Diagnosis history.
5.4.30	2021-07-27	Records	Fixed	Issues with Previous Button Commands not working for checkboxes.
5.4.30	2021-07-27	Schedule	Fixed	Some issues with certain merge fields under the Admin -> Schedule area not printing out when using the "Print Display View" option under the Schedule Options dropdown.
5.4.30	2021-07-27	TAB	Updated	Fix for conflicts between TAB and ScheduleYourExam causing issues.
5.4.30	2021-07-27	VSP	Fixed	Bug fixes for the new VSP Integration.
5.4.30	2021-07-27	VSP	Fixed	Potential fix for Google Chrome caching a stored token causing issues for practices with multiple VSP users.
5.4.30	2021-07-27	VSP	Fixed	Issues with line medications on ANSI insurance claim file.
5.4.29	2021-07-09	Patient	Fixed	Frame Orders -> If "Show Balances" is set to Yes under Admin -> Defaults, it does not work properly until checked and unchecked.
5.4.29	2021-07-09	VSP	Fixed	Updates to the new VSP Integration, including a change for the coordination of benefits information.
5.4.28	2021-07-08	Admin	Updated	ePrescribe -> Changed the Allscripts registration link to reflect their new registration.
5.4.28	2021-07-08	Billing	Fixed	Issue when importing a routing slip into an existing invoice removing the staff or employee assigned to a line item on the original invoice.
5.4.28	2021-07-08	Billing	Fixed	Routing Slip -> Issues with staff list not being sorted correctly.
5.4.28	2021-07-08	VSP	Fixed	Bug fixes for the new VSP Integration.
5.4.27	2021-07-06	General	Updated	TAB updated to v3.02, includes corrections to cancelled and deleted appointments.
5.4.27	2021-07-06	VSP	Fixed	Bug fixes for VSP as well as updates to better error messages to help identify any problem areas when submitting claims.
5.4.26	2021-06-30	Billing	Fixed	Issues with Payment Detail Amounts not calculating correctly.
5.4.26	2021-06-30	General	Added	Contact Orders -> Added better logging for the CPM staff to help determine various issues, such as timeouts and failed orders.
5.4.26	2021-06-30	Patient	Fixed	Frame Orders -> Issue with the default Order Status not being set when selected under Admin -> Defaults.
5.4.26	2021-06-30	VSP	Fixed	General bug fixes with the new VSP CHWeb integration, as well as better logging of error messages.
5.4.25b	2021-06-29	Admin	Fixed	Employees -> Issue with custom name box not saving any changes and also wiping out any stored information when updating an employee.
5.4.25b	2021-06-29	General	Added	New survey links found under Support - Tech Support Survey and Software Survey to help provide feedback from for Crystal Practice Management.
5.4.25b	2021-06-29	General	Fixed	Issues with "Change User", "Logout" and "Close" buttons at the top of Crystal not working in version 5.4.25 initial release.
5.4.25b	2021-06-29	Reports	Updated	Daily Report -> Adjusting a column's width will now keep the resized columns when opening and closing the report.
5.4.25b	2021-06-29	VSP	Fixed	General bug fixes with the new VSP CHWeb integration, as well as better logging of error messages.
5.4.24	2021-06-24	Patient	Fixed	Issues with Address labels removing blank lines when printing.
5.4.24	2021-06-24	Patient	Fixed	Issues with the Pronoun merge fields.
5.4.24	2021-06-24	Records	Fixed	Drug Rx Tab -> Issue where when you add a medication through the search window, the date is defaulting to 1/1/0001. The start date will now correctly reflect the date the medication is added.
5.4.24	2021-06-24	Schedule	Fixed	Issues with Rooms not saving on appointments.
5.4.24	2021-06-24	Schedule	Fixed	Issues where appointment status was not set correctly when loading an appointment.
5.4.24	2021-06-24	VSP	Fixed	More VSP bug fixes due to new VSP integration roll out.
5.4.23	2021-06-23	Billing	Added	CMS Forms -> Added Print to PDF option under Print Claim. This should help with any offices experiencing alignment issues with printing.
5.4.23	2021-06-23	VSP	Fixed	Issues with VSP submissions because of Admin -> Company - Address missing information.
5.4.22	2021-06-22	Reports	Added	Correspondence Report -> New option under the Insurance Criteria for OR that allows you to search for patients that have one insurance or another instead of patients with a combination of insurances.
5.4.22	2021-06-22	VSP	Fixed	More bug fixes for the new VSP integration. The new VSP guide can be found here: http://crystalpm.com/VSP_Integration_Update.pdf
5.4.21	2021-06-17	Patient	Fixed	Frame Orders -> Issues going back and forth between old and new frame orders not updating Frame and Lens selected areas, causing mismatches between orders.
5.4.21	2021-06-17	Records	Fixed	Issue with the F9 Autofill option under Admin -> Company not working properly.
5.4.21	2021-06-17	VSP	Fixed	Various bug fixes for the new VSP integration.
5.4.20	2021-06-14	Admin	Added	Company -> Added status bar fields (-231) for the new Patient - Pronoun field.
5.4.20	2021-06-14	Admin	Added	Company -> Under the Records tab, added new option "Always display F9 Full List (instead of Filtered List)" to go back to the previously bugged version of F9 opening the full list instead of sorting based off the text in the field.
5.4.20	2021-06-14	Admin	Added	MS Word -> Added merge field for the new Patient - Pronoun field (<>) that can be found in the Template Files.
5.4.20	2021-06-14	Admin	Added	Schedule -> Added merge field (-231) for Appt and Notes Text for for the new Patient - Pronoun field.
5.4.20	2021-06-14	Billing	Added	Insurance Breakdown window added to help calculate insurance discounts per line item. You can open this new window by right-clicking on the insurance in a line item.
5.4.20	2021-06-14	General	Updated	TAB updated to v3.01, includes better logging to help track appointments with missing patients.
5.4.20	2021-06-14	Patient	Fixed	Files -> Printing labels with "Print Folder Label" flipping information on the labels when the printer setting under Admin -> Patients is set to Landscape and when Print Preview is enabled.
5.4.20	2021-06-14	Patient	Fixed	Notes -> When you sort by columns and click into the newly sorted notes it opens the note that was originally in that specific unsorted position.
5.4.20	2021-06-14	Patient	Added	Added Pronouns to the Patient page under the "Patient Info" section for patients that identify as a gender other than their birth sex.
5.4.20	2021-06-14	Records	Added	Letters -> Added a merge field for the new Patient - Pronoun field. The new merge field can be found under -231.
5.4.20	2021-06-14	Schedule	Added	Appointments booked through ScheduleYourExam will now have a "" character at the front of the appointment text to indicate the appointment was booked online.
5.4.20	2021-06-14	Schedule	Fixed	Various errors appearing when right-clicking appointments.
5.4.19	2021-06-03	Billing	Changed	Invoice line item quantities now allow for 4 digit totals instead of 2.
5.4.19	2021-06-03	General	Changed	ABB Integration -> Batch orders now have a 5 minute wait time for a response, up from 2 minutes.
5.4.19	2021-06-03	General	Updated	TAB upgraded to v3.00. Allows for changes in settings to force one-way communication only.
5.4.19	2021-06-03	General	Fixed	Mail -> Issues with deleted messages not properly appearing under My Trash causing total number of messages to not appear correctly.
5.4.19	2021-06-03	Patient	Changed	(New Jersey Offices Only) Prescription text for each eye now wraps to a new line.
5.4.19	2021-06-03	Patient	Changed	Frame Orders -> Rx Date field now stores the date instead of only displaying when an order is created.
5.4.18	2021-05-25	General	Fixed	Online Forms Import -> Issue with "Last 10" sorting by the last 10 patients that sumbitted Online Forms instead of the last 10 patients that were imported.
5.4.18	2021-05-25	Records	Fixed	Prescription tab -> Issue with the Vertex Calculator only populating OS.
5.4.18	2021-05-25	Schedule	Fixed	Issues with Display Invoice option on Weekly View only showing the first invoice for patients that have multiple appointments in a week.
5.4.17	2021-05-17	Billing	Fixed	Issues with editing old invoices with using a billing code that is missing a modifier causing an invoice to say "No Invoice Selected" when trying to udpate the invoice.
5.4.17	2021-05-17	General	Updated	TAB upgraded to v2.98.
5.4.17	2021-05-17	Patient	Fixed	Online Portal -> "Shared" button not working unless you set a password first.
5.4.16	2021-05-11	Schedule	Fixed	Issues with Schedule page closing Crystal when creating and viewing appointments.
5.4.15	2021-05-10	Admin	Fixed	Billing -> When using "Import File," it does not bring over Billing Notes or Cost.
5.4.15	2021-05-10	Admin	Fixed	Updates -> When updating to a new version, the "Show Log" button on the pop-up window now takes you to the Changelog site.
5.4.15	2021-05-10	General	Fixed	Issues with Import Spex UPC CD not updating List prices as well as the Update Existing Inventory Sale Price and Use Max Memory buttons freezing the utility.
5.4.15	2021-05-10	Inventory	Added	SATO printing options to print less than 8 characters.
5.4.15	2021-05-10	Patient	Fixed	CL RX -> Issues with ABB catalog for multifocal lenses not appearing in the right categories.
5.4.15	2021-05-10	Patient	Changed	You now have the option when creating a new patient with the same name as an existing patient to cancel cycling through multiple patients of the same name.
5.4.15	2021-05-10	Patient	Added	iMedicWare integration offices -> Added iMedicWare patient ID number to the Patient page, the patient search window options, and a new merge field for Top Title Info bar and Bottom Status Bar Info.
5.4.15	2021-05-10	Records	Fixed	Issues where you edit any older medications in the medications box, they are not updating until you close and reopen Records for the patient.
5.4.15	2021-05-10	Records	Changed	F9 Autofill now ignores numeric values.
5.4.15	2021-05-10	Reports	Fixed	Claims Report -> "Status Update Days" checkbox not working properly.
5.4.15	2021-05-10	TAB	Fixed	Fixed syncing issues and updated to v2.97.
5.4.14	2021-04-30	Patient	Fixed	Online Portal -> If you just added an email address on file and go to click the "Email Reset Pass" button, it will not send an email. You have to close and reopen the page for it to work.
5.4.14	2021-04-30	Patient	Fixed	Issue with double-clicking a previous or future appointment taking you today on the schedule instead of the date of the appointment.
5.4.14	2021-04-30	Records	Fixed	Issues with using File -> Print Page to print with the new Drug RX format.
5.4.14	2021-04-30	Records	Fixed	Adding a medication not appearing in the medications list until you close and reopen a patient's record.
5.4.14	2021-04-30	Records	Fixed	Issues when printing old Drug RX pulling today's date instead of the date of the prescription
5.4.13	2021-04-29	Admin	Added	Employees -> Inactive employees now show their employee ID number next to their name.
5.4.13	2021-04-29	Admin	Changed	Invoices -> Email Portal: Two emails will no longer be sent out for username and password. The old email for second email will be merged into the first one after emailing portal access for the first time, or going to the Admin - Invoices section. The merge field will now send a link for the patient to reset their password instead. All references to a patient's password have been removed from Crystal.
5.4.13	2021-04-29	General	Fixed	Import Spex UPC CD utility not working for some offices.
5.4.13	2021-04-29	General	Fixed	LensFerry integration appearing even when disabled under Admin settings.
5.4.13	2021-04-29	Patient	Fixed	Online Forms Importing -> Issues with "Last 10" sorting incorrectly.
5.4.13	2021-04-29	Patient	Added	Previous and Next Appointments now have numbers to better track.
5.4.13	2021-04-29	Patient	Removed	Online Files -> Password field will always be blank unless you are setting the password yourself.
5.4.13	2021-04-29	Records	Fixed	F9 drop-downs not filtering based off text filled out in the field.
5.4.13	2021-04-29	Schedule	Fixed	(TAB Offices only) Issues with the "Create TAB Next-Appointment" window no longer appearing when signing out a patient.
5.4.12	2021-04-12	Admin	Added	Schedule -> Added the option to create custom time intervals to individual days added to the schedule.
5.4.12	2021-04-12	Admin	Changed	TimeClock -> Non-admins can now change the month and year views.
5.4.12	2021-04-12	Admin	Fixed	Company -> Bottom Status Bar merge field for Full Address <-21> not working.
5.4.12	2021-04-12	General	Fixed	E-Dr integration not working.
5.4.12	2021-04-12	Records	Fixed	Some tabs not properly loading and throwing an error message.
5.4.12	2021-04-12	Reports	Fixed	Billing Code Report -> Proc Codes incorrectly adding totals.
5.4.11	2021-04-08	Admin	Fixed	Insurance -> Alerts for the Schedule page only work if the "Patient" option is also selected.
5.4.11	2021-04-08	Billing	Fixed	The CLIA field from the billing codes not transferring to the CMS Forms for Medicare.
5.4.11	2021-04-08	Billing	Fixed	Original reference number field on the CMS form not transferring to the Clarification and Extra information for 837 claim window or into the Addl ANSI info.
5.4.11	2021-04-08	Billing	Fixed	Corrected claims saving as Original claims.
5.4.11	2021-04-08	General	Updated	Import Spec UPC performance increased.
5.4.11	2021-04-08	General	Changed	E-Dr -> If something is dispensed, E-Dr can no longer update the order.
5.4.11	2021-04-08	Patient	Added	Online Forms -> Ability to delete multiple patients in the import list with the "Delete" key.
5.4.11	2021-04-08	Patient	Fixed	Online Forms -> Last 10 button not working properly.
5.4.11	2021-04-08	Records	Fixed	Issue with the CL RX automatic display option not showing the prescription.
5.4.11	2021-04-08	Records	Fixed	Issue with old records completed by an employee no longer active sent to Word defaulting to a different employee.
5.4.11	2021-04-08	Records	Changed	When opening Records that use the Auto-History feature, if Online Forms were imported before the Record was created, any blank fields on the form will not override the Auto-History.
5.4.11	2021-04-08	Records	Added	Print to PDF options now includes Date of Service.
5.4.11	2021-04-08	Reports	Added	Patient Receivable Reports -> Added "Today" option under Days past and "Ignore Balances Under" option.
5.4.11	2021-04-08	Schedule	Added	Ability to view Appointment details by right-clicking.
5.4.11	2021-04-08	TAB	Updated	Updated TAB integration to 2.96.
5.4.10	2021-03-24	General	Fixed	General bug fixes.
5.4.10	2021-03-24	Schedule	Fixed	Errors with using the old schedule.
5.4.9	2021-03-22	Direct Mail	Added	Menu option to "Confirm SoC CCD Available" under current message view when Import button is clicked.
5.4.9	2021-03-22	Records	Fixed	Issues with recording for MU/MIPS that medications, allergies, or problems were consolidated.
5.4.9	2021-03-22	TAB	Updated	Updated TAB integration to 2.95.
5.4.8	2021-03-16	Admin	Updated	Integrations -> WorldPay -> Allows for different credentials for multiple location offices.
5.4.8	2021-03-16	Admin	Updated	New shipping method options for OOGP.
5.4.8	2021-03-16	Billing	Updated	Added Medication Option for Insurance Claims.
5.4.8	2021-03-16	Inventory	Updated	Increased sorting speeds for offices with large inventories.
5.4.8	2021-03-16	Records	Fixed	Issues with Records for Procedure and pop-ups appearing stating "Object reference not set."
5.4.7	2021-03-12	General	Fixed	iMedicware integration -> skip messages failing to import and record error message.
5.4.7	2021-03-12	General	Updated	Webservice API
5.4.7	2021-03-12	General	Added	New release notes found under Help - Changelog. This can also be found under Admin - Updates - Show Log.
5.4.7	2021-03-12	Patient	Updated	USPS Address Validation
5.4.7	2021-03-12	Patient	Fixed	When printing both Contacts and Frames RX, if the default expiration date (under Admin -> Defaults -> Spectacle RX Defaults -> Expiration Default) is set to 5 years for frames, it does not work. It pulls in today's date instead.
5.4.7	2021-03-12	Records	Fixed	ARRA - Issues with Clinical Decision Support and Smoking Status.
5.4.7	2021-03-12	Reports	Fixed	Locations drop-down being sorted incorrectly on multiple reports.
5.4.7	2021-03-12	Schedule	Fixed	Issues with schedule start times not correctly showing the employee's start time.
5.4.7	2021-03-12	Schedule	Removed	Locations drop-down on the Make Appointment Window for single location offices.
5.4.6	2021-02-23	Admin	Fixed	Insurance -> Alerts not working on the schedule page when making an appointment.
5.4.6	2021-02-23	General	Changed	General bug fixes to improve performance and reliability.
5.4.6	2021-02-23	General	Fixed	Locations drop-down being sorted incorrectly.
5.4.6	2021-02-23	Patient	Fixed	Contacts RX -> Overlapping text when printing.
5.4.6	2021-02-23	Records	Fixed	Field colors not displaying when using the Create Medical Record option.
5.4.6	2021-02-23	Records	Added	AOA/MIPS -> You are no longer required to manually select form type for medications under medication history.
5.4.6	2021-02-23	Records	Added	ARRA -> Medications -> You can now remove/delete multiple medications at once.
5.4.6	2021-02-23	Schedule	Fixed	Drag and drop appointments feature not changing office locations.
5.4.6	2021-02-23	VSP	Updated	Bill Codes will now update the cpt and description.
5.4.5	2021-02-09	General	Fixed	Many unhandled exceptions for "Object reference not set to an instance of an object" errors.
5.4.5	2021-02-09	Patient	Fixed	Validate Address -> Zip Code plus 4 being added whether checked or not.
5.4.5	2021-02-09	Records	Fixed	Field colors not appearing properly.
5.4.5	2021-02-09	Records	Added	Button Commands -> Import previous CLRX Notes for CLRX 2 and 3 (Import with CLRX 0_2 and CLRX 0_3).
5.4.5	2021-02-09	Reports	Fixed	Claims Report -> Printing Invoice Status having text in the middle of the printout.
5.4.4	2021-02-03	Admin	Fixed	Defaults -> After adding a billing code, what you had highlighted no longer stays highlighted.
5.4.3	2021-02-03	Admin	Removed	MS Word -> "Works with MS Word 2007", as this is no longer true.
5.4.3	2021-02-03	Admin	Fixed	Employees -> Time Clock not clocking out an employee that has timed out with "Clock-Out on Sign-Out/Timeout" option checked.
5.4.4	2021-02-03	Billing	Fixed	Issue where diagnosis codes would duplicate on the routing slip.
5.4.3	2021-02-03	General	Fixed	Various unhandled exception errors.
5.4.3	2021-02-03	Patient	Fixed	Contacts Orders -> Quantities not saving when you free type numbers that are not in the drop-down.
5.4.3	2021-02-03	Patient	Fixed	Files -> When you click the "Authorized User" radio button, the Online Files box disappears.
5.4.3	2021-02-03	Records	Updated	CQM logic updated for MIPS 2021.
5.4.3	2021-02-03	Records	Fixed	Letters -> Letters printing a blank page with only the company logo at the top. (Note: If a text box exceeds 2 pages, the original text box's content will need to be split between the old and a new text box.)
5.4.3	2021-02-03	Records	Removed	MS Word -> MC_Date merge field including the timestamp.
5.4.3	2021-02-03	Records	Fixed	Issues with versioning and editing or changing templates in the middle of a day.
5.4.4	2021-02-03	Reports	Fixed	Patients Receivable and Patients Receivable (as of Date) -> The option to select a date is on the wrong report.
5.4.3	2021-02-03	Reports	Fixed	Insurance Receivable (as of Date) -> Issues when running database on MySQL 5.7.
5.4.2	2021-01-26	General	Updated	TAB v2.90
5.4.2	2021-01-26	General	Changed	Many improvements made to performance and reliabilty.
5.4.2	2021-01-26	General	Fixed	Scanning issues causing CPMTwain to remain open after scanning.
5.4.2	2021-01-26	Patient	Fixed	Issue with Home Phone and Work Phone under different Billing Address not saving for newer patients.
5.4.2	2021-01-26	Records	Updated	CQM logic updated for MIPS 2021.
5.4.2	2021-01-26	Records	Added	EHR Settings -> Page Options -> Old Records - ONLY Display Filled Fields.
5.4.2	2021-01-26	Reports	Added	User Log -> Sent to CC Processer.
5.4.2	2021-01-26	Reports	Fixed	User Log -> "File deleted" from patient file not being tracked.
5.4.1	2021-01-12	Admin	Removed	MS Word -> Patient Portal password merge fields. (Note: Now says NA (old Portal Password)")
5.4.1	2021-01-12	General	Changed	Many improvements made to performance and reliabilty.
5.4.1	2021-01-12	Patient	Removed	"Changed made, would you like to update?" window appearing twice.
5.4.1	2021-01-12	Records	Fixed	Records for Procedure -> Duplicate Records for Procedure being created.
5.4.1	2021-01-12	Records	Fixed	Issue with offices updating from version 4 and receving an error message about the ARRA Tab.
5.4.1	2021-01-12	Reports	Fixed	Daily Report -> Location and date being transposed on top of each other when printing.
5.4.1	2021-01-12	Tasks	Fixed	Create Task -> F9's option enabled removed the scrollbar.
5.4.0	2020-12-22	Admin	Fixed	Insurance -> Issue with leaving a Task window open while on this page and signing it out, causing an Insurance to get deleted.
5.4.0	2020-12-22	Admin	Removed	MS Word -> Patient Portal password merge fields for patient's security.
5.4.0	2020-12-22	Admin	Added	Defaults -> Patient Page Defaults -> Online Forms default times for passcode expiration.
5.4.0	2020-12-22	General	Fixed	Issues with Crystal freezing and slowing down due to Crystal Practice Management's servers being inaccessible.
5.4.0	2020-12-22	General	Fixed	CPM PDF Printer prompt "Access is denied" when trying to install.
5.4.0	2020-12-22	General	Fixed	E-Dr prompts appearing when orders were not missing.
5.4.0	2020-12-22	General	Changed	General speed and reliability improvments.
5.4.0	2020-12-22	Patient	Changed	Patient Portal -> Passwords are now hidden to help improve patient security.
5.4.0	2020-12-22	Patient	Added	Patient Portal and Online Forms -> New option to set passcode to first two letters of last name, first name, and date of birth.
5.4.0	2020-12-22	Records	Fixed	Drug RX Tab -> Issue with printing Drug Rx templates where the Doctor name included company information.
5.4.0	2020-12-22	Records	Fixed	Issue with changing tab order of fields when editing Records template.
5.4.0	2020-12-22	Records	Fixed	ePrescribe -> Script errors appearing when using Allscripts.
5.3.47	2020-11-30	Reports	Added	Inventory -> Option to display quantities on hand.
5.3.46	2020-11-24	General	Fixed	Fix for many Unhandled Exceptions.
5.3.46	2020-11-24	Records	Fixed	Records for Procedure -> Colored tabs not keeping their color.
5.3.46	2020-11-24	Records	Fixed	Auto-History not working properly.
5.3.46	2020-11-24	Records	Fixed	Tabbing through skipping over buttons.
5.3.46	2020-11-24	Schedule	Fixed	Issue where appointments wouldn't display.
5.3.46	2020-11-24	Schedule	Fixed	TAB Offices -> Year-Out appointment pop-up not displaying.
5.3.46	2020-11-24	Schedule	Fixed	Waitlist -> Issue where multi-location offices couldn't add to the waitlist.
5.3.45	2020-11-16	Patient	Fixed	Frames -> Issues with require PD not working correctly.
5.3.45	2020-11-16	Records	Changed	Significant performance increas.
5.3.45	2020-11-16	Schedule	Fixed	Some offices using custom time increments not working correctly.
5.3.44	2020-11-11	Billing	Fixed	CMS Form -> Claims being created with missing information.
5.3.44	2020-11-11	Inventory	Fixed	Printing labels not working.
5.3.44	2020-11-11	Patient	Added	Portal -> Messages can now be deleted using the "Delete" key.
5.3.44	2020-11-11	Patient	Added	Portal -> Messages are now tracked in the User and Patient Log.
5.3.44	2020-11-11	Patient	Added	Patient Log -> Now tracks when a Note is deleted.
5.3.44	2020-11-11	Records	Fixed	Not able to upload medical records to the portal.
5.3.44	2020-11-11	Records	Removed	Time stamp from Date merge fields.
5.3.44	2020-11-11	Schedule	Fixed	Print Schedule not including day of the week.
5.3.43	2020-11-04	Admin	Fixed	BillFlash -> Issues for offices with multiple locations.
5.3.43	2020-11-04	Admin	Fixed	Integrations -> CLX -> Issue with Multifocal items not being categorized correctly.
5.3.43	2020-11-04	Admin	Added	Integrations -> DVI -> Added: Options to use color from tint for offices on older setups and show DVI to frame page under Admin -> Defaults.
5.3.43	2020-11-04	AOA More	Fixed	Issues with the Audit Log.
5.3.43	2020-11-04	Reports	Fixed	Frames Report -> Issue where dispensed frame orders were not showing up as dispensed because of the missing dispensed date.
5.3.43	2020-11-04	Schedule	Fixed	Issue with some offices being unable to see Sunday on the Schedule in Weekly View.
5.3.42	2020-10-29	Admin	Fixed	Billing -> Print to File/Import File -> Importing files not including Fee amounts.
5.3.42	2020-10-29	Admin	Fixed	Integrations -> Issues with ABB and multi-location offices.
5.3.42	2020-10-29	Admin	Added	Option under Company -> Records -> "Display CL RX Page" to automatically display the prescription again before uploading to the Patient Portal.
5.3.42	2020-10-29	Billing	Added	Date to payment detail.
5.3.42	2020-10-29	Billing	Fixed	Double-clicking payment to void does not void payment and still appears in the Daily Production Report.
5.3.42	2020-10-29	General	Fixed	Direct Mail and Messaging features broken.
5.3.42	2020-10-29	Inventory	Fixed	Admin -> Defaults -> Inventory Defaults do not pull into Miscellaneous.
5.3.42	2020-10-29	Patient	Fixed	Printing Prescriptions -> When printing both RX, it prints "Display Patient Signature Line" and "Print 2 copies."
5.3.42	2020-10-29	Records	Added	Upload CL Rx -> Prompt to display the CL RX for FTC Rules.
5.3.42	2020-10-29	Records	Fixed	Letters -> Issues with printing not printing everything out.
5.3.42	2020-10-29	Records	Fixed	Clinical Decision Support -> Changes not saving when editing rules.
5.3.42	2020-10-29	Records	Fixed	Drug RX -> Printing not including line breaks correctly.
5.3.42	2020-10-29	Reports	Fixed	Invoice Report -> CMS Status date reflecting the invoice date of service instead of the most recent date.
5.3.42	2020-10-29	Schedule	Fixed	Make Appointment Window -> Unable to hit Enter in billing code search without clicking first.
5.3.41	2020-10-22	Admin	Fixed	Invoices -> Show tax ID box will never stay unchecked.
5.3.41	2020-10-22	Admin	Fixed	Schedule -> Default to Appt Type view global setting not working.
5.3.41	2020-10-22	Billing	Fixed	Patient and insurance payments made for $0.00 on invoices do not reflect on custom invoice printouts.
5.3.41	2020-10-22	Billing	Fixed	Frame Orders -> Fixed: Frame Page Defaults (VSP) Coatings not pulling to RSlip.
5.3.41	2020-10-22	General	Changed	Audit Log -> Many improvements made to increase performance.
5.3.41	2020-10-22	Patient	Fixed	Issue with setting the window to half of a screen.
5.3.41	2020-10-22	Patient	Fixed	Custom writing numbers in the Patient Insurance copay area (ex. 40/40/40).
5.3.41	2020-10-22	Records	Fixed	Custom string not working on letters or Word templates.
5.3.41	2020-10-22	Records	Fixed	"Unable to Save PDF" error message appearing.
5.3.41	2020-10-22	Records	Fixed	Prescription -> Using the ABB catalog 88 & CL Search buttons -> when you choose a Toric lens and the Sphere is 0.00, the system wipes out the OS when the ABB radial button is selected.
5.3.41	2020-10-22	Reports	Fixed	Capture Rate Report -> Showing 0s on Frames.
5.3.41	2020-10-22	Reports	Fixed	Time Clock Report -> Miscalculating timespans.
5.3.41	2020-10-22	Reports	Fixed	Invoice Claims Report -> Incorrect Claims Status.
5.3.41	2020-10-22	Reports	Fixed	Sales Report -> Defaulting to the wrong employee.
5.3.41	2020-10-22	Reports	Added	Frames report -> Optical Labs now included in drop-down.
5.3.41	2020-10-22	Schedule	Fixed	Notes from templates disappearing.
5.3.41	2020-10-22	Schedule	Fixed	Multi-location sites -> When scheduling an appointment for another location, it pulls the location signed in, not the location of the provider.
5.3.41	2020-10-22	Schedule	Fixed	Alerts do not carry over to the appointment from the patient page when you have no patient selected in Crystal and then select a patient in the Make Appointment window.
5.3.41	2020-10-22	Schedule	Added	Schedule print-out now includes the Appointment Status in its own column.
5.3.40	2020-10-14	Schedule	Fixed	Print-out display time using the appointment time and not the time by interval.
5.3.40	2020-10-14	Schedule	Fixed	Appointment/Template Windows -> Warning windows appearing under other windows.
5.3.39	2020-10-12	Admin	Added	Schedule -> Option to "Disable Display Schedule (1-hour) Before and After" to disable the hour buffer before and after the office hours.
5.3.39	2020-10-12	General	Changed	Audit Log now uses less memory on each workstation.
5.3.39	2020-10-12	General	Fixed	E-Dr errors placing orders.
5.3.39	2020-10-12	Records	Fixed	Unhandled Exception of "'child' is not a child control of this parent." pop-up.
5.3.39	2020-10-12	Records	Fixed	Issues with Records templates not layering fields correctly.
5.3.38	2020-10-07	Billing	Fixed	Issues with discounts over 10,000.
5.3.38	2020-10-07	Billing	Fixed	Issues importing Mass Insurance Checks.
5.3.38	2020-10-07	General	Fixed	Resolved connection issues with MySQL 5.
5.3.38	2020-10-07	Reports	Fixed	Mass Insurance Check -> Importing values off by a penny.
5.3.38	2020-10-07	Schedule	Fixed	Issues with Radio buttons and Checkboxes on Make Appointment window with older versions of Windows.
5.3.37	2020-10-02	Admin	Fixed	Integrations -> CLX catalog issues with duplicate UPC codes.
5.3.37	2020-10-02	Admin	Added	Integrations -> Glimpse Integration.
5.3.37	2020-10-02	General	Removed	"Installing printer" Window when installing the PDF Printer.
5.3.36	2020-09-30	General	Fixed	Error when searching for IsMySQLServer.
5.3.36	2020-09-30	General	Fixed	Errors appearing in the Kiosk application.
5.3.36	2020-09-30	Records	Fixed	Issues with Panels and not layering correctly.
5.3.36	2020-09-30	Reports	Fixed	Schedule Report -> Issue with Appt Type not matching the correct Appt Type ID.