2020-03 March Update

2020-03 March Update

Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP


Redesigned Account Overview Screen.  Shows open balances, running total and how payment were applied to invoices.  Also includes a printable version to email to accounts.  






Account Tag-a-long Products. Now you can select products that will be added to every order for an account.  




Default Account discounts can be assigned to an account that will apply to each product in an order.  






Default Discount percent can be added to the discount definitions.   The percent may be overridden at order entry.




Previous case for the doctor/patient message is persistent when on the order.  Previously only appeared while order was being entered.





EasyRx/VisualDLP integration is now in Beta.  Labs can sign up for a connected lab account directly and invite customers to create EasyRx accounts right in VisualDLP.  










Report Updates
Optimized the Account Aging report for speed and better performance.  





Bugs Fixes

Fixed year format in Account Overview when no due date was present.


Fixed saving an order when no Patient name was added.  

Fixed Statement Date format in Account Statements

Fixed reprocessing statements after running mid-month.  Showed duplicate.

Fixed issue adding an order when no default address in account.

Fixed bug allocating revenue to multiple departments when there is a discount on order

Fixed rounding issue when issuing a credit on discounted order

Fixed issue with special prices on account and doctor record.









    • Related Articles

    • 2019-08 August Update

      Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP A complete Audit history has been added to the Order Entry page.  You can now track almost every change made to an order and see when it was made and by ...
    • 2020-01 January Update

      Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP Now you can select all, select or deselect to generate statements for specific accounts.  Accounts with credit balances or no activity in the month are ...
    • 2019-09 September Update

      Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP   Improved Invoice and Work Ticket Batch Printing:  Now you can skip the download and go straight to the printer when batch printing invoices and work ...
    • 2019-10 October Update

      Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP Faster Updates to Orders - Saving an order is now three times faster than before. Added Account Phone Numbers to the Shipping Tab of the Order Entry Page ...
    • 2020-05 May Updates

      Below is a summary of the enhancements and bug fixes found in May 2020 updates of VisualDLP Improved My User Settings.  Now you can disable QZTray direct printing support, test your connection to QZTray, and refresh the printer list available to ...