Product Updates | October 2024

Article author
Mike Gray
  • Updated
 

Hi everyone, 

We're moving to more timely updates! 

Our weekly maintenance slots have been a great success in ensuring we release fixes and ensure the Meddbase system remains updated. Whereas previously we did not use every weekly slot we'll now be using this time consistently each week to roll out smaller updates. You can always check out the latest updates in our Ongoing Maintenance Release Notes.

These weekly updates are all about making things better for you, without interrupting your workflow. All the minor improvements and fixes will be documented in our knowledge base, and we’ll continue sending out monthly summaries with extra details.

As always, if any updates might impact your workflow or we introduce bigger features, we’ll give you plenty of notice. We will also continue to use 'Feature Flags' or configuration options to ensure you remain in charge of making changes to your workflows and adopting new functionality.

New Security Permissions Now Live

We’re providing more refined control over user access within Meddbase, giving System Administrators the ability to configure permissions more precisely. These updates aim to improve security and operational flexibility.

Page Layout Permissions
System Administrators can configure which users can modify various Page Layouts within the system (e.g. Patient Home Screen, Appointment Home Screen, Company Home Screen), ensuring more consistent and predictable user experience.

Billing Rules Permissions:
You now have the flexibility to assign users the ability to create or modify Billing Rules independently of granting them System Administrator access. This provides an extra layer of control over sensitive financial processes.

Document Template Permissions:
System Administrators can now define separate permissions for users who edit Document Templates versus those who edit individual Documents created from those templates.

  • Impact: Only users with the new 'Create and Modify Document Template' permission will be able to edit templates. Users who previously had the 'Create Document Template' permission have been transitioned to the updated 'Create and Modify Templates' permission, ensuring they retain access to template editing.

Removal of 'Can Modify Common Catalogues' Permission

We’ve removed the Can Modify Common Catalogues. This change won’t affect your workflow, as all the actions previously covered by this permission also required System Administrator access. You’ll notice the permission is no longer visible in the security settings, but this adjustment simplifies the configuration process without any impact on functionality.

For more information please see our Company Certificates Security Policy KB article.

 
New Site Dropdown for Invoices

Now you'll find a new Site selection dropdown when raising invoices, either from the 'Bill company for products and services' or 'Raise bill for products and services' sections on the Patient Home page.

  • Why this matters: This optional step enables more detailed reporting for invoices generated outside of the appointment booking process, providing a clearer picture for multi-site operations.
Please view our updated KB article here
 
Licences and Seats – How to Manage Access

As many of you are aware, if you need to add more licences, you can easily do this yourself under the Contract Management section in Meddbase. To help clarify how licences and seats work, here’s a handy article explaining the difference between Full Time and Concurrent licences, and how to manage them effectively: Licences and Seats guide.

 

If you have any questions or need further assistance, please don’t hesitate to reach out, we're here to help.

  • Need knowledge? Visit our knowledge base
  • Need help with everyday questions or technical queries? Raise a support ticket
  • Have an idea? Share your thoughts on our User Voice
  • Something else? Contact your Customer Success Manager or Account Manager 

Thank you
Sam and the Meddbase Team

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