Maintenance Release Ongoing Release Notes

Here you'll find an up to date list of all changes made during Maintenance releases. 

The next maintenance release is scheduled for the 14th of July at 10:30 PM UK time. 

7th July Release

1. Fixed an issue which caused the (i) button not to show information on the Report builder aggregate field
2. Fixed an issue which caused the Patient Eligibility 'Age to' setting to act inclusively instead of exclusively
3. Allowed the 'Refund match' setting to be enabled for all clients. The new setting appears in Admin > Config > Accountancy
4. Fixed an issue which prevented questionnaire answers from being mapped to Clinical Forms if the patient's answer contained an apostrophe
5. Replaced the old [advice] label with an (i) icon on Healthcode settings fields on Company Details
6. Replaced the login screen logo
7. Added import layer support for Contract Management fields and Patient Contract Assignments
8. Added the 'Enable sharing OH Portal document links by email' for all clients. Located in Admin > Config > Online Portal, this setting allows links to be sent to OH portal users which direct them to a document shared with the Employer
9. Changed the way recurring payments are processed to be repeated from the last succesful transaction. This should decrease the change of recurring payments failing
10. Added the ability to remove Opayo tokens by removing the payment method/card from the Patient's record
11. Added a new Document Post endpoint to the Enterprise API

30th June Release

1. Added support for Opayo PI integration in addition to the current Opayo Server integration
2. Added support for assigning Charge bands to Contracts to improve the accuracy of bookings made for said contracts
3. Updated the index on the Email table to improve performance
4. Made various improvements and additions to the Data Warehouse;
   • Added Site to Billing Items root table, and rebulked historic data for this
   • Added Pathology Order Request tables
5. Added Requesting Profile to the Order Request table in the Meddbase Report Server
6. Made various improvements and additions to the Enterprise API;
   • Improved the validation and responses of the Appointment endpoint
   • Improved the validation of the Save Card Details endpoint
   • Added more verbose and descriptive error codes to various endpoints
7. Resolved an issue which caused charts that should be hidden by Clinical Form configuration to display on the Medical History screen
8. Improved the configuration options for Chart axes to make axis labels easier to read
9. Enabled the 'Administrative Reminders' configuration option for all clients
10. Improved the Pathway Trigger configuration screen to correctly display when a deleted Appointment Type was being used for a Pathway Trigger
11. Fixed a typo in the BCC message of the automated email section in email configuration
12. Optimised security certificate queries to improve performance 

23rd June Release

1. Resolved an issue which prevented 'Charge by the hour' appointments from setting their price correctly when booked using the Side by Side Scheduler.
2. Improved the Modify Appointments Webhook so that meetings no longer create a Webhook event
3. Improved the wording of the Report Delivery message for Occupational Health referrals.
4. Fixed the ordering of Activity log messages so that they are once again ordered alphabetically
5. Resolved an issue which could prevent services from picking the correct Charge Band when adding a new payer via Slot Finder bookings
6. Improved the user experience when filling in Questionnaires via the OH and Patient Portal. Saving a questionnaire for later will no longer cause the date format to change when a patient or manager opens a questionnaire which they had previously saved.
7. Fixed a minor UI bug on the Patient and OH portal which could cause hidden elements to show when viewing on a mobile device
8. Refreshed the icons on the User Management page.

16th June Release

1. Reworked the Booking Confirmation screen to show more information, more clearly, and updated several icons on the page.
2. Added new webhooks to the Enterprise API for;
   • Get Document by ID
3. Improved the timeslot booking Enterprise API service to correctly set the Chargeband based on the payer
4. Improved the Template Codes used for Invoice Templates, specifically {BillingItems}, so that billing items are now sorted by date
5. Resolved an issue on the Patient Portal which prevented Patients from using the Enter key to complete registration
6. Resolved an issue of the Patient Portal which could prevent patients from registering if they entered a Membership number, and then removed it

9th June Release

1. Added a new configuration option to make the Patient Data Fields 'decimal places' field editable, even if the field has data recorded against it. Changing the decimal places setting will cause rounding of recorded data, a full description is available in the configuration menu
2. Improved performance when loading departments in the main application and the Occupational Health portal
3. Fixed an issue that cause the Abnormal Results icon in the Pathology results worklist not to display correctly
4. Fixed an issue that could cause old Appointment Types to cause an error when filtering by them on the Pathology Results worklist
5. Fixed an issue that caused appointment types not to be ordered alphabetically via the Patient Portal API
6. Reworked the Booking Attendees page bottom panel to display more information, more clearly
7. Added new tables to the Data Warehouse;
   • Company Account Open Invoice
   • Person Credit Used
   • Practice
   • Patient Contact
   • and refactored some existing tables
8. Enabled Meeting Recurrence for all clients
9. Added new Enterprise API endpoint for Departments
10. Fixed an issue which caused extra pages to display on the OH portal, when there is no data to load on them

2nd June Release

1. Patient Data Fields will now correctly obey the number of decimal points set against the configuration of each field. Validation occurs correctly to ensure data is recorded with the correct number of decimal places
2. Resolved a minor issue where part of the Billing Rules tree is displayed erroneously when adding rules to a company
3. Added new Enterprise API endpoints for;
   • Searching for Clinical Forms
   • Submitting Clinical Form Data
4. Added additional protections to the Pathways system to prevent Pathway 'cycles' from degrading performance
5. Resolved an issue which prevented Drug History data added through the Medical Log from being deleted
6. Enabled the ability to email an Appointment Confirmation letter for all clients
7. Added the ability to configure the Y axis for Line and Bar charts to always display a minimum range, to allow for better display of background styling sections

27th May Release

1. Added new options for Prescribing Search style; clients can now configure;
   • Whether unlicensed drugs should appear in medication searches
   • What the drug search style should be (chosen from contains, starts with, or exact match)
2. New Prescribing Configuration section to hold these new settings, and moved some other settings for SignatureRX and similar to this new section in Admin > Config
3. Added new Enterprise API endpoints for filtering document searches on Document ID
4. Added new tables to the Data Warehouse, covering areas such as Company Specialisms, Department Managers, and Authorisations
5. Upgraded the backend technology of the Document Share Service to future proof the system
6. Enabled the new 'Attendee Replacement' behaviour for all clients
7. Resolved an issue which could allow patients to skip the first questionnaire in a Module, if the request was sent by the Pathways system
8. Resolved an issue which caused Single Sign On to be enabled by default for all Employer Companies when the feature was enabled.

19th May Release

1. Resolved an issue which prevented new Appointment Types from being created with Tracking Categories.
2. Resolved an issue which prevent Payment Reciept documents being created when 'Paginated Browser Printing' is used.
3. Improved the performance of the booking system when calculating double booking alerts.
4. Improved Postcode Search performance across the application
5. Resolved an issue which would cause chart data not to be displayed if values only exist on a single day
6. Added Enterprise API endpoints for External ID's
7. Added new functionality for Charts on Clinical Forms and Document Templates;
   • Added the ability to style areas of the Chart Background to indicate healthy ranges and similar
   • Added the ability to define Axis Date Resolution to charts, to control how frequently chart axis labels are shown
8. Added new Patient Portal API endpoints for Appointment Reservations

12th May Release

1. Prescribing
   • FirstDataBank Drug Database Update: Updated the FirstDataBank Drug Database to the latest version to support prescribing functionality.
2. Labs
   • Pathology Review Notes Template: Improved the {ReviewNotes} template code to display correctly within documents generated from appointments.
   • Lab Results with Special Characters: Resolved an issue where lab results containing special characters (e.g., apostrophes in patient names) were not being received correctly when using strict validation.
3. Invoices & Payments
   • Performance Improvements to Payment API: Improved performance of the create-payment API call, when used anonymously and with a large volume of invoices.
   • Credit Note Creation Correction: Fixed an issue where credit notes raised from Patient Accounts with Strict Invoice Validation enabled were created with incorrect (inversed) values.
4. Charts
   • Duplicate Chart Data Handling: Fixed an issue where multiple instances of chart data were displayed if the same patient data field was entered multiple times within the allowed correction period.
5. Scheduling
   • Clinician Schedule Visibility: Fix Corrected an issue where newly created users would see all clinicians listed in Clinician Schedules, even when no clinicians were selected by default.
6. Contracts
   • Contract Booking Error Fix: Fixed an issue where users encountered an error when adding services to a contract booking, preventing them from proceeding.
7. Date Warehouse (Beta)
   • Data warehouse next batch of tables: Added a new batch of tables to the Data Warehouse, providing expanded reporting capabilities. New data includes appointment services, contract booking limits, portal profiles, session templates, and stock management, supporting broader business and operational insights.
8. Enterprise API Enhancements
   • Flexible Filters: Enhanced the Enterprise API with flexible filtering options, allowing more advanced and efficient queries. Callers can now use a range of string matching operations such as "starts with," "contains," and "equals" to refine data retrieval.

6th May Release

1. Resolved an issue which could cause a clinician's diary UI not to update dynamically
2. Added additional filter to the Linked Documents Enterprise API endpoint
3. Added a new 'Appointment Type' column to the Pathology Results worklist
4. Resolved an issue where cancelling an appointment was not updating a cache correctly if a clinician had two sessions at different sites concurrently
5. Resolved an issue where charts would not appear when sending a document via email
6. Resolved an issue where charts would not generate correctly if generated from a Clinical Form action button
7. Improved the Medical Person search dialogue to be able to disaply 'next 20 results'
8. Resolved an issue where Gauge charts could not be repositioned in Document Templates
9. Added new configuration settings to improve the performance of search on paginated data tables, e.g. 'Find Patient'

28th April Release

1. Improved the handling of Webhook events via the Enterprise API
2. Removed the ability to share a Deleted document with a Patient or their Employer
3. Added new Enterprise API endpoints for;
   • Querying Cancellation/DNA/Rescheduling fees
   • Marking appointments as Discharged
   • Marking appointments as DNA

22nd April Release

1. Improved indexing of Pathways Database to improve search and filtering performance
2. Fixed an issue with the Anonymous Appoint Search API endpoints, billing rules with date range applicability will now correctly return slots
3. Improved the Field History view; Field History will be visible within the Consultation screen for non-global fields, as well as global fields.

14th April Release

1. Improved the description of the External ID Types import scheme
2. Fixed an issue that could allow merged patient records to be set to Active status through the import layer.
3. Added new filter options to the Documents Enterprise API endpoint, allowing results to be filtered by the 'Shared with Patient' flag
4. Added new Enterprise API endpoints for;
   • Getting company id based on name
   • Getting chargeband id based on company and chargeband name
   • Getting appointment type id based on name
   • Adding clinician
5. Resolved an issue that allowed companies to be linked as both a Parent and Child company simultaneously

7th April Release

1. Added an optional warning when creating sessions, to alert to a conflict if the clinician is already scheduled at another Site/Location
2. Fixed an issue when using the new Modify Attendees action, to prevent schedule ordering being lost if the replaced attendee is scheduled for more that 1 'part' of the appointment
3. Fixed an issue which could cause appointment length to be calculated incorrectly after changing an appointment attendee
4. Added new columns to the Query Builder. Service Safe Name and Service Admin Notes are now available under the Services root table
5. Added support to the import layer for Case Creator Profile
6. Fixed an issue which could cause imported invoices to have their number set incorrectly
7. Improved appointment search via the Slot Finder. More available times will now be presented for appointments with multiple attendees due to improvements in the way that valid appointment times are derived during a Slot Search.
8. Fixed an issue which could cause the {Episode.Prescriptions} template code not to produce any results when generated via a Document Template
9. Improved data collection for the Data Warehouse to account for Services owned by other chambers

31st March Release

Appointments and Scheduling

   Add the ability to skip individual conflicting sessions - Improved the schedule overlap conflict dialog to allow users to skip individual sessions rather than using an all-or-nothing approach. This enhancement applies to recurring meetings, session templates, and copying weeks in clinician site schedules.

   Make service eligibility same for unknown sex patient - Fixed inconsistency in service eligibility behaviour for patients with unknown sex, ensuring modules behave consistently across the system.

   Appointment reservations background task - Added a background service that runs every five minutes to delete expired reservations, update caching on diary slots, and remove associated reservation attendees.

Service Management

   Module length validation - Fixed an issue where module length could be set to a negative number, causing appointments to be shorter than defined.

EHR and Clinical Forms

Work item status update fix - Fixed an issue where the status dropdown in work item views wasn't correctly updating from 'Requested (awaiting printing)' to 'Requested' after printing.

   HL7 debug tab display fix - Corrected formatting discrepancies between original HL7 messages and their display in the debug tab.

Integrations

   Meddbase Application Events Refactored - As part of a wider initiative to reconcile web hooks design, several Application Events have been refactored away from using an event handler mechanism, including ActivityViewed, DocumentCreated/Deleted, PatientDocumentCreated/Deleted, PatientMedicalRecordChanged/Viewed, and PatientRecordCreated.

   Finalised authorise-card API - Improved and cleaned up the card authorisation API by removing unnecessary parameters and fixing issues with the JS library implementation to ensure successful completion of card authorisations.

   Allow demographics updates for existing patients via anonymous booking - Added support for updating existing patient demographics when booking anonymously, enhancing the additional fields feature in the new Fast Booking Portal.

Pathways

 Pathway script HttpPostDocumentPdf fix - Fixed a broken script for posting PDF documents where the code to check PDF extensions was missing a . in the file extension comparison.

Imports

   Import Description Amendments - Improved import schema descriptions for better user-friendliness across several entities: Appointment, Company, Contact, Existing Appointment, Existing Company Alias, and Existing Company.

Patient Portal & Fast Booking Portal

   Service not provided error fix on FBP - Fixed an issue in Fast Booking Portal where a "Service not provided" error was being thrown when booking appointments via the Log in option for services never previously provided on any patient CB.

Bug Fixes

   Deny Rule takes priority over Service Credits fix - Fixed an issue where Deny Rules were incorrectly taking priority over Service Credits even when positioned below them in the Chargeband.

   Chamber Company deletion prevention - Added protection to prevent users from deleting Chamber Companies, which previously could cause the chamber to be unloaded on system restart, preventing user logins.

   Billing Company specification on fee rule imports - Fixed an issue where importing fee rules with a specific billing company was not correctly linking the company in the created rule.

feld_update_detail missing in ChamberExporter2 - Added missing field update details (deletion/restoration events) to the CSV version of Chamber Exporter v2.

Data Warehouse (BETA)

Note: The following changes apply only to customers with the Data Warehouse add-on enabled.

   Update CDC queries to ensure optimal plans - Updated Change Data Capture queries to force ordering and ensure optimal plans, addressing issues with larger tables.

   Strengthen rowhas to handle poor quality date - Enhanced the rowhash mechanism to better handle low quality data (particularly in addresses) when transforming and loading into the Data Warehouse.

Enterprise API (BETA)

Note: The following changes apply to the Enterprise API which is currently in beta testing with select customers.

   Confirm reservation endpoint - New endpoint for reservation confirmation with several fixes for reservation handling.

   Ensure double booking check ignores current reservation - Ensures the double booking check takes current reservations into account to avoid reporting false clashes.

   Incorrect slot times returned when Length value is greater than appointment length - Fixing incorrect slot times being returned when the reservation Length is greater than the appointment length.

   Booking limits are not applied to reservations - Adding validation to ensure booking limits are properly applied to reservations.

   Validate attendee accounts and check for time overlaps - Improving validation for attendee accounts and checking for time overlaps in reservations.

   Implement EnableMultiSiteSideBySideCacheAppointments logic - Implementing the same-time blocking logic across multiple sites for reserved appointments.

   Enterprise API endpoint to convert reservation to booking - New endpoint to convert reservations to bookings.

24th March Release

1. Added a new Billing Rule for Grouped Service Credits, which allows service credits to be assigned concurrently to multiple services. Consuming 1 of any of the services will use of the Grouped Service Credits.
2. Resolved many edge cases relating to Service Credit usage
3. Added new alerts when creating sessions, copying sessions, creating session templates and assigning session templates which alert the user if any session overlaps with another.
4. Improved the Import Layer schema definitions for;
   • Appointment Types
   • Cases
   • Case Names
5. Added new Enterprise API endpoints for cancelling Reservations
6. Added new tables to the Data Warehouse;
   • ACCOUNT_SITE_SESSION
   • ACCOUNT_SITE_SESSION_APPOINTMENT_TYPE
   • ACCOUNT_SITE_SESSION_BOOKING_LIMIT
   • ACCOUNT_SITE_SESSION_COMPANY
   • ACCOUNT_TRACKING_CATEGORY
   • APPOINTMENT_TYPE_SERVICE_MODULE
   • APPOINTMENT_TYPE_SPECIALISM
   • BILLING_ITEM_TRACKING_CATEGORY
   • CONTRACT
   • CONTRACT_INVOICE
   • CONTRACT_PAYER_TYPE
   • CONTRACT_STATUS
   • DOCUMENT
   • DOCUMENT_EPISODE
   • DOCUMENT_TYPE
   • MEMBERSHIP_SCHEME
   • MEMBERSHIP_SCHEME_INVOICE
   • PERSON_CONTRACT
   • PERSON_MEMBERSHIP
   • SERVICE_CODE
   • SERVICE_MODULE_ATTENDEE_DEFINITION
   • SERVICE_TRACKING_CATEGORY
   • SERVICE_XERO_SERVICE
   • SITE_TRACKING_CATEGORY

17th March Release

1. Improved descriptions on several import schemas;
   • External ID
   • Company
   • Custom Fields
   • Appointment
2. Fixed an issue that could cause 'Reviewed' state to appear in the Status dropdown for Pathology Requests
3. Improved handling of patient eligibility for anonymous booking workflows. If a patient is found to be ineligible for a service after providing demographic details, more user friendly warnings/errors are shown
4. Improved logging for Service Module configuration

10th March Release

1. Added additional indexes to the database to improve performance
2. Resolved an issue which prevented the printing of Charts in Health Screen document templates
3. Updated Data Warehouse to support Data Import rollbacks more effectively
4. Fixed an issue which could cause delegates to be removed from a Pathology work item after saving
5. Improved performance of the book-time-slot API method
6. Added support for assigning 'Date Case Closed' via the Import Layer
7. Resolved an issue which could cause charts not to print when using 'Paginated Browser Printing'

3rd March Release

1. Added additional logging to Patient Portal API to help measure performance
2. Fixed an issue where template codes including question mark (?) would not resolve correctly
3. Improved performance of Enterprise Timeslots API endpoints

24th February Release

1. Added new Security Permissions for Viewing and Modifying documents, and separated the permission to do this from the View and Modify Medical Records permissions. Data Migration step completed to ensure all user access remained as it was
2. Fixed an issue which prevented Gauge charts from being resized
3. Fixed an issue which caused the Episode.ClinicalForm column not to populate when queried via the Report Server
4. Improved function naming for Enterprise API endpoints
5. Improved activity logging for Contract Management
6. Added initial functionality for Appointment Reservations via the Enterprise API
7. Fixed an issue which caused Prescription Duration period to be set incorrectly
8. Added support for changing Appointment Payer via the Import Layer
9. Added support for 'Reviewed' state and action item for Pathology Results worklist
10. Improved support for importing Recalls;
    • Added validation for whether a payer provides the service being imported or not
    • Fixed an issue with RECALL_MONTH setting an incorrect recall frequency when used
    • Ensured that recalls which are not yet due have the correct Appointment Type
    • Added support for importing 'Trigger Appointment' against a Recall
11. Added support for importing New Patients with a Legal Company as their payer
12. Improved support for importing past Appointments with additional Services

17th February Release

1. Improved wording on the dialogue for forcing the reset of all User Passwords
2. Fixed typos where Licence was incorrectly spelled License
3. Updated the Site filter for the Pathology worklist to improve user experience and functionality
4. Fixed an unnecessary abbreviation on the Edit Billing Item dialogue, Proc Code is now Procedure Code
5. Fixed inconsistencies in the naming of Walk-in appointments
6. Fixed a UI issue on the Site Management screen which prevented users from seeing the entire Site Address
7. Improved the UI of Bar and Line charts to prevent overlapping data values
8. Fixed an issue which prevented a Chamber's currency and currency symbol configuration from affecting the Billing Items view
9. Added support for Gauge charts in Document Templates
10. Made several updates to the Import Layer;
    • Improved support for changing appointment type of a booked appointment via import
    • Fixed an issue where importing Email addresses for users would attempt to overwrite their usernames
    • Added support for modifying Site parameters via import

10th February Release

1. Improved support for address lookup in Australia by storing 'State' in the 'County' field rather than Council
2. Improved the handling of Custom Preparations containing Tab characters in them when interacting with the SNOMED servive
3. Implement Cancellation Enterprise API endpoint
4. Improved naming of Enterprise API functions
5. Fixed an erroneous error on the Import layer, which would show an error when including Charge Band ID on appointment service, while succesfully completing the commit
6. Fixed an issue which prevented Name_Nok being used in Patient imports
7. Improved wording on Company Details page for Occupational Health fields
8. Added support for modifying Site Addresses for existing Sites via the Import Layer
9. Added additional warning and validation for importing appointments to compare the appointment Status with various fields such as Discharged Date, to alert users if they are importing data which will be ignored

3rd February Release

1. Added support for retrieving and using Work Email in Pathways scripting
2. Fixed an issue which could cause the incorrect proce to be displayed when booking a module via the Patient Portal
3. Fixed an issue which caused an appointment to lose it's association with a case when changing the appointment type after booking
4. Added support for new Template Codes for Case related information
5. Improved and normalised validation of email addresses during imports for Medical Persons and Patients
6. Fixed various typos in Report System Filter Builder help text
7. Added support for special characters when creating Patient Data Fields - specific Patient Data Fields can be included in Clinical Forms even when they include special characters in their names

27th January Release

1. Added support for Stacked Bar Charts in Clinical Forms
2. Added support for setting relationship between Module and Appointment Type via the Import Layer
3. Fixed an issue where creating a new OH Portal User from the OH Portal assigned the incorrect permissions if the process was abandoned early
4. Added automated validation of CORS for Portal API's
5. Resolved an issue which would cause a user to be redirected to the Start Page when attempting to delete a Company Contact which was already linked to a Patient record

20th January Release

1. Fixed an issue where pathways started by Triggers without being assigned to a specific User or Role would not be visible to users.
2. Fixed an issue where reporting on Pathways could show the incorrect status
3. Resolved an issue with recurring meetings and Session Templates where by these recurring events could fail
4. Resolved an issue with the Import Layer where creating an episode would always create a case, even if one was not specified in the import
5. Added an improvement to the Enterprise API to allow support for searching across multiple sites when using the TimeSlots API
6. Fixed an issue which caused erroneous characters to be displayed when opening Questionnaire Documents

13th January Release

1. Bank holidays 2027 added to Common Catalogue. 
2. Pathology: Reviewer fields should not be shown for Requested labs (only once enabled).
3. Further Site details were added to the reporting tool.
4. New template codes were added for employer contact details. 
5. Improved schema for importing appointments by allowing default dates to be selected for BEING_SEEN_DATE, DNA_DATE, DISCHARGED_DATE. 
6. Pathways optimisations - new `Completed` pathway status

6th January Release

1. Added a new login page background. Happy New Year!
2. Made improvements to the API;
   1. Made endpoint naming more consistent
   2. Added location ID, recall ID and Notes to booking endpoints
   3. Allowed Home Address to be updated by changes to Billing Address when 'use home address' is checked
   4. Added endpoint for Timeslots API
   5. Added several automated tests for the Enterprise API
3. Improved the schema of the Audit Database

16th December Release

1. Improved the performance of the Schedule pages to improve performance
2. Fixed an issue where updates to Patient Data Field values would not be reflected in the Medical History view
3. Fixed some minor issues in the Enterprise API;
   1. Fixed an issue which caused patient creation to fail if a Title was not included
   2. Fixed an issue which caused Patient Next of Kin data not to be returned when searching
   3. Fixed an issue which caused Patient Next of Kin data not to be returned if an address was not set

9th December Release

1. Added a new Security Permission controlling users' ability to edit a clinician's schedule, separately from editing a clinician's demographic details. All users who previously had the ability to edit demographic details will have this new permission.
2. Updated wording on the 'View Company Sites' permission
3. Resolved an issue which could cause Billing Rules with Date Range filters applied to be ignored.
4. Optimised the schedule refresh to improve performance

2nd December Release

1. Updated login page background. Merry Christmas from everyone at Meddbase!
2. Updated Import Layer to support changing creditor of existing appointments
3. Added new endpoints for Appointment forms to the Enterprise API
4. Added 'Results Reviewed' checkbox to Pathology Results worklist (behind a feature flag) to allow clinicians to flag that results have been reviewed and require no further escalation.
5. Added support for emails being BCC'd to Meddbase Email Address inboxes.

25th November Release

1. Resolved an issue that could cause users not to be able to filter on a column which was set to use the Combine Aggregate.
2. Fixed an issue with Fuzzy Address Search that would cause an error to be displayed if a user attempted to search for an empty string.
3. Split Site Management from the Common Catalogues, and added a new Site Management tile, accessible to any user with the rights to Modify Company Sites.
4. Changed the Pathology Requests workflow so that the requesting clinician is automatically assigned to the work item created by the Pathology Request.
5. Fixed an issue which could cause the wrong certificate to be assigned to a company when an Account Manager is assigned.
6. Fixed an issue that could cause Radio button fields to overlap when used in conjunction with Panels on a clinical form.

18th November Release

1. Reinstated the missing 'City' field when creating a new employee via the OH portal
2. Resolved an issue which could cause duplicate patients to be created via the fast booking portal due to incorrectly encoded phone number data
3. Improved performance of the Contact Log and other modals, including Payments, by loading less historic data initially and allowing users to request additional data as needed
4. Added the ability to navigate to the 'SNOMED Codes' medical history view from within a consultation
5. Added support for international address lookup using fuzzy search

11th November Release

1. Fixed issues where membership payment screen could become stuck on loading, even though payment had been completed.
2. Fixed a UI issue with the Pathology Results dialogue where results could cover the 'Review Notes' box
3. Fixed an issue where the Search Pathology Results filter box was not working correctly
4. Added the ability to view Requested Tests at the top of Pathology Results

4th November Release

1. Fixed an issue which could cause the date stamp next to a 'notes with history' field entry to display as NaN
2. Added the ability to filter the Pathology worklist by Appointment Type
3. Added Case ID to the list of things that Quick Search can find
4. Fixed an issue that caused formatting issues in documents created from Questionnaire or Referral Form data when an ' was included in an answer
5. Fixed an issue which could cause a company search to fail when searching by company ID
6. Fixed an issue in the import layer when attempting to create Portal Profiles through an import

28th October Release

1. Upgraded a backend service responsible for generating print previews for documents. This will have no visual impact.
2. New landing pages added for Maintenance windows
3. Removed the 'Can Modify Common Catalogues' permission. This permission had no impact on a users ability to edit common catalogues, since the 'System Administrator' permission was always required to access this page and edit it's contents.
4. Pathology results can now be filtered by Result Abnormality.
5. Improved security of SSO login tokens and added configuration to be able to monitor and modify this.
6. Improved performance of the side-by-side schedule page.
7. Added metrics to various backend services.

21st October Release

1. Fixed an issue which prevented users from searching for a company to link to a patient record if that company name had a special character in it
2. Added additional data to the Pathology Worklist;
   1. Requesting Clinician Name will show the name of the clinician who originally requested the tests
   2. Result Received Date will show the date which the most recent message was received from the Lab
   3. Abnormal Flag will display a flag containing the status of the result from an abnormality status
   4. Additionally, the work icon will change if the result contains at least 1 abnormal status
3. Fixed an issue which would prevent the Medical History being updated when a Pathology Request was cancelled. Medical History will now correctly show the status of a Cancelled Pathology Request.
4. Fixed an issue which would cause an error to be presented if a Pathology Request was created for a Patient without a Sex set

14th October Release

1. Fixed an issue which could cause 'checkbox' patient data fields not to save correctly
2. Added support for displaying a users 'Favourite Sites' first when viewing the Slot Finder, assigning a Site to a Site Session or Session Template
3. Improved usability and performance of the Activity Pages, giving users the ability to 'clear filters' and presenting activity log items in a simpler fashion
4. Fixed typos and formatting issues in a number of locations
5. Added support for filtering Pathology Results by Status
6. Added a new security permission to control propogation of page layout changes

7th October Release

1. Improved error message for main application users when submitting a payer name which exceeds Opayo's API character limit
2. Added support for Twilio Bundle SID's per Know Your Customer legislation
3. Fixed an issue which caused the 'Assigned Reviewer' field not to appear for users when viewing Pathology results, if there were not the Assigned Reviewer
4. Improved GPConnect integration to automatically retrieve NHS number and ODS code when creating new patients, without the need to re-save the details
5. Lab results can now be filtered by Site that the original requesting appointment was booked at
6. Added support for displaying the number of assigned Concurrent Licenses in the Contract Management page
7. Added support for searching for patients by patient Sex and Gender via the Enterprise API
8. Added support for searching for patients by Charge Band ID and Online Sign Up code via the Enterprise API

29th September Release

1. Added support for showing Pathology Request details when receiving Pathology Results. Users will now be able to view the request which resulted in the result delivered.
2. Fixed an issue which could cause the Work Item counters not to update correctly.
3. Resolved an issue which caused 'Named Managers' assigned to an employee record not to be able to view referrals for the employees they are the 'Named Manager' of.
4. Fixed a typo in the Patient Contact Protocol configuration. Prefered changed to Preferred.
5. Improved the UI for the Password reset dialogue to correctly display error messages related to Password length and complexity.
6. Fixed a typo in the Patient Portal account 2FA screen.

23rd September Maintenance Release

1. Fixed an issue that was causing the {Appointment.Services.Table} to always include VAT, regardless of the VAT status of the appointment type. Service Prices will now correctly obey the VAT status of the appointment type.
2. Improved the performance of the Duplicate Patient Worklists query.

2nd September Maintenance Release

1. Updated the login page background.
2. Added additional security permissions for viewing the GPConnect NHS Medical Record.
3. Fixed an issue with the link directing a manager to view a completed OH report. The link will now correctly link the manager to the specific case/report that was released.
4. Fixed an issue that would cause appointments which lasted until 24:00 to not display on the clinicians diary or side by side schedule. Appointments will now display correctly.
5. Fixed an issue that was preventing Titles from being included in referral letters, for the clinician being referred to. Titles will now display correctly using the {Title} template code for referring account and secondary care provider.

27th August Release

1. Fixed an issue that could cause the 'allowed companies' filter in Clinician Site Sessions to result in no slots being returned when trying to book an appointment in to that session erroneously.
2. Added support for custom person status' through the Data Import layer.
3. Added configuration options to make it possible to prevent OH Portal Users from changing the email address of other OH Portal Users. Clients can choose whether this is enabled or not.
4. Resolved an issue which was preventing debt status (CR/DR) from appearing when viewing invoices on the appointment home page.
5. Fixed an issue which could incorrectly remove credits from a patient when changing the services, date, time or attendees of an appointment.
6. Improved the interaction between Service Credits and Billing Rules which have date ranges applied to them. Slots will now be offered correctly when a deny rule has a date range, and service credits are due to renew after the end of the deny rule's applicability.
7. Changed the 'Medical Report Review' page for patients accessing their OH Outcome Reports. Patients will now be able to download their report from this page instead of just viewing it in an iFrame. This means reports will be accessible to patients on any device, including mobiles.

19th August Maintenance Release

1. Improved performance of various background queries to improve the performance of tasks and the work management system.
2. Resolved an edge case that could affect the data received from labs, when erroneous data is received from the lab.
3. Improved the performance of the side by side schedule by decreasing the number of times per minute that the today view is refreshed from 80 times per minute to 25.

12th August Maintenance Release

1. Adding additional logging to inbound integration surfaces that use the 'TableFlows' system, and increased the overall performance of the TableFlows system.

July 29th Release

1. Resolved an issue with the layout of the Billing rules configuration page caused by an update to Chrome. White space will no longer appear in the header, and billing rules can be re-ordered as expected
2. Resolved an issue with lab results when a segment in the incoming message was incomplete. Incomplete incoming message segments are now escaped correctly to account for poor data received from the lab.
3. Added Appointment Type and Clinician endpoints to Enterprise API
4. Updated the Xero interface to account for changes to the Xero SDK
5. Fixed an issue which was causing invoices posted to Xero to incorrectly post as being one day behind when marking an invoice as sent on Today's Date
6. Added additional audit logging to changes to Patient Service Credit use
7. Closed an edge case which could allow patients to skip the module selection page when making a booking via the patient portal.
8. Added template code support for an itemised service list for appointments

June 24th Release

1. Improved error message when trying to create a recall without an appointment type to explain more helpfully that appointment type cannot be empty
2. Improved log collection for New Prescription activity
3. Improved experience of importing new profiles to ensure that they cannot be assigned to accounts already associated with a profile
4. Resolved an issue which could cause questionnaire answers not to render in questionnaire documents if they included special characters
5. Added support for filtering services in the Service Picker using part of their service code, rather than requiring the entire service code
6. Improved experience for renaming documents which include punctuation in the document name
7. Fixed an issue which prevent contacts with special characters in their name from being selected when sending an Email
8. Added support for deleting Stock locations
9. Fixed an issue which was causing questionnaire date not to map correctly to Clinical Form fields
10. Fixed an issue which was preventing users from saving profile settings if the Stock Control feature was not enabled

June 17th Maintenance Release

1. Resolved an issue with Unsolicited lab results being processed incorrectly. All affected results were reprocessed to ensure the data was recorded correctly
2. Resolved an issue where the Side by Side schedule could timeout due to the way Service ID's were cached.

June 3rd Maintenance Release

1. Resolved an issue with the Lab Server using too much memory

May 27th Release

1. Updated login page to Summer Scene!
2. Added additional activity logging detail to correctly log documents being shared and unshared with Patients
3. Improved UX when selecting Invoice Templates in situations where many templates exist to ensure any template can be selected
4. Resolved an issue which was causing 'Child' departments to remain visible if their 'Parent' department has been deleted
5. Improved error message when an invalid Date of Birth is added to a patient record
6. Fixed an issue which was causing Module properties not to be correctly carried over when using the 'Save as' feature.
7. Improved error message, UX and UI for creating new appointments;
   • Appointment Duration invalid error message will only appear when saving a new appointment type rather than when trying to add a questionnaire and similar
   • Icons updated and theming support added
8. Fixed an issue which was causing Appointments to show on the Patient Portal when an invoice was raised to the patient not associated with an appointment
9. Fixed an issue which meant employees could submit an absence end date which was before the absence start date
10. Fixed a UI issue which appeared to remove authorisations when added during the appointment booking process. These were being saved correctly but would not be visible to the user.

13th May Maintenance Release

1. Added further improvements to the caching of Work Item counters, further increasing performance
2. Improved SQL query planning for Work Item counters
3. Removed a configuration option for delaying the Shared Item notifications to the Patient Portal, which was causing performance issues even when not in use.

8th May Maintenance Release

1. Improved loading times for Work Items on the Start Page
2. Fixed an issue where Clinic Day Notes would be displayed at the bottom of the Side by Side schedule, rather than at the top as they should.
3. Fixed an issue with the Payment Modal not being resized correctly after refunding a payment. All relevant information will now be visible.
4. Fixed an issue which was causing unnecessary permissions to be checked when trying to view Clinician Details. Rights are now checked correctly.

29th April Release

1. Improved security around legacy RDL reports
2. Improved performance of Side by Side and schedule and appointment booking process by removing unnecessary additional queries when legacy features are not enabled.
3. Fixed an issue that could result in referrals being assigned to Portal Profile users linked to deleted Patient records.
4. Removed feature flag for Job Title demographics field, which is now enabled by default
5. Improved error reporting for data imports; Patient ID is now included in reported errors.
6. Added import support for Nominal and Department codes to Appointment Types
7. Resolved an issue which was displaying the wrong error message to patients when booking via the portal, when they were assigned to a service credit rule with periodic renewal. Patients will now correctly recieve an error message explaining the lack of availability when that is the reason they cannot book, rather than the incorrect error message stating that they do not have enough credits to book.
8. Improved the interaction between service credits rules and billing rules which include date ranges, so as not to incorrectly present an error message stating that credits will renew erroneously.
9. Updated explanatory text on 2FA configuration settings and user facing prompts to make it clear that any 2FA authenticator app can be used.

9th April Maintenance Release

1. Added additional workers to API service to improve performance
2. Reduced the frequency which work 'counters' on the Start Page refreshed to improve performance
3. Moved all systems to V5 Charge Bands system

2nd April Maintenance Release

1. Resolved an issue which could cause medical history to stop loading at a certain point, when a patient had a very long medical history.
2. Improved the Fast Booking workflow to account for resource and location double bookings when multiple locations and sites are setup, and clinicians have schedules at multiple sites.
3. Fixed a problem which presented Patient Job Title from saving.

26th March Maintenance Release

1. Fixed an issue which could present errors in very rare edge cases when loading a patient's medical history if a clinical form not owned by that chamber had been loaded for the patient in question.
2. Resolved an issue that could cause appointments not to show on the side by side schedule, if the appointment booked ended at the same time as the end of the clinician's session and the 'end of day' time set in admin > config > application. Appointments will now correctly show on the side by side schedule in this scenario.
3. Reverted behaviour of employer and insurer contacts - contacts will no longer be assigned automatically when saving a patient record.
4. Introduced behaviour to prevent appointments showing in 2 side by side schedules when a clinician has simultaneous sessions at 2 sites. Appointments will now only show on the schedule of the site it was booked at.
5. Restored the functionality of the Patient Query pathway task to allow 1:n relationships to be filtered on when using Patient Query pathway tasks.

27th February Maintenance Release

1. Added a configuration option to allow invoice balances to be shown in red, in addition to the short code indicators for balance type.
2. Resolved an issue which caused attendee duration to not update correctly when modifying it on the booking confirmamtion screen. All attendees can now correctly have their attendance time altered by clicking the clock icon.

26th February Release

1. Fixed an issue that could stop questionnaire 'modules' from being sent as part of a Pathway. The pathway Questionnaire task will now correctly wait for all questionnaire requests to load before sending the request to the patient.
2. Added a new Pathway scripting method to encode or decode HTML strings.
3. Improved the data import interface so that charge bands can be added to patients without a company reference data set, if that patient is already associated with the company which owns the charge band.
4. Added support for Theme-ing the Proceed and Quote buttons in the Appointment booking workflow.
5. Billing rules with date ranges have been updated to accept typed dates as well as picking dates from the date picker.
6. Improved the performance of the Data Import validation step in a number of ways.
7. Fixed an issue in the Data Import layer; Patients with document added since they were imported can no longer be rolled back.
8. Removed hidden Feature Flag for Session Templating.
9. Added 'short code' indicators next to invoice balances.
10. Added support for creating e-prescriptions from prescription tasks
11. Resolved an issue with the 'book appointment' task, when shared with patients via the portal, the patient will no longer be shown all appointment types if the appointment booking task specifies an appointment type.

29th January Release

1. Added Prescription Status to the Prescriptions Medical History summary section, for e-prescriptions made via SignatureRX
2. Added new 'Shipped' and 'Delivered' status' for e-prescriptions made via SignatureRX
3. Re-ordered company types, now reverted to alphabetical order rather than company type ID
4. Resolved an issue which could cause live updates to stop happening on pages such as the side by side schedule. The SignalR websocket will no longer be terminated because of Chromium's memory management feature.
5. Added the option of setting a 'preferred payer' when creating recalls via the import layer.
6. Added bank holidays for 2026
7. Fixed an issue which caused document template names to be cut off when viewing them in a dialogue. The document template name will now be visible in it's entirety.
8. Resolved an issue which could cause documents generated as part of Pathways to not fetch the most up to date information when populating template codes. The cache for this information will now be refreshed immediately before generating the document, ensuring the information is always up to date.
9. Fixed an issue which presented when clinical form sections (including nested groups) would be hidden by visibility conditions. Only the parent group will display the red warning outline rather than the parent and all children.
10. Improved the functionality for hiding payment types; users can now hide payment types using their name rather than their ID.
11. Fixed an issue which caused users to be unable to discharge consultations without the 'can view company accounts' permission when invoice generation is set to 'on discharge'. These users will no longer be presented with an Access Denied message, and invoices will be generated correctly when they discharge a consultation.
12. Fixed an issue which prevented Patient Data Field graphs not to open correctly. Graphs showing data changing over time will now generate and show correctly.
13. Removed the feature flag for displaying Patient Gender Identity and Pronouns on the Patient Portal. All stock Patient Portals will now include the option for patients to set their gender identity and pronouns.
14. Added reporting support for e-prescription information
15. Fixed a type on the error message presented when a user does not have permission to reply to an email.
16. Added import support for custom preparations.
17. Resolved an issue which prevented Appointment Date from being displayed on the Case Management - New Referrals OH Portal MI report when the appointment was booked by a Meddbase user.
18. Fixed a problem with the way date was presented when printing items from the Medical History. The correct date will now be presented.

15th January Maintenance Release

1. Improved performance of the Consultation Suite by increasing the delay before a request is sent to the SNOMED service.
2. Improved performance of the Pathways system by correctly setting 'idle' status on pathways which are not actively waiting for e.g. an appointment to be arrived.

18th December Release

1. Optimised various SQL indexes to improve performance.
2. Resolved an issue which could prevent charge bands from being deleted when patients had been assigned to them historically. These charge bands will now be able to be deleted appropriately.
3. Added support for displaying 'public notes for patient' configured against Modules when patients are making bookings via the Portal. Patients will now be able to see configured notes during the booking process.
4. Updated import schemas so that;
   • Gender Identities and Pronouns can be imported for Patients
   • Company aliases can be imported for Companies
   • Company Parent/Child relationships can be imported for Companies
   • Patient imports correctly identify the relation between setting a charge band and needing to include charge bands during the import process.
   • Validation descriptions are improved in various places
   • Partial rollbacks are only possible when multiple entities have been imported
   • Appointment type imports now correctly mandate a duration value
   • Attempting to upload a non-CSV file during an import correctly produces an error message during upload
   • The deprecated 'notes' import column for Medical Persons is not present in the import schema
5. Resolved an issue which would prevent 'embedded' iCals not to be displayed on some email clients e.g. Outlook.

27th November Release

1. Resolved an issue which was stopping recurring payments from being setup when the Opayo integration was enabled. Recurring payments can now be created as expected.
2. Fixed an issue which could stop medical history for loading after a certain point for patients with very large amounts of medical history data. Medical History data will now scroll as required.
3. Improved indexing of various SQL tables to improve performance.
4. Fixed minor typos in configuration screens.
5. Resolved an issue which caused dates to be duplicated in side by side schedules when daylight savings time rolls over.

30th October Release

1. Fixed an issue which produced an incorrect error message when users did not have access to view a company record linked to a patient, when trying to access the patient record.
2. Resolved an issue with cancelling appointments if the appointment type had a Tracking Category associated with it. Appointments can now be cancelled succesfully.
3. Improved performance of the Slot Finder booking workflow - finding slots is now much, much faster!
4. Improved the visibility of patient appointment status' - when viewing a patients Appointment History, the Appointment Status column will now correctly reflect if the patient is Being Seen, Arrived, DNA'd, Cancelled etc.
5. Improved usability of the Patient and OH Portals password reset page - pressing the Enter Key will after submitting a new password will now correctly submit the form.
6. Fixed an issue that caused the 'Facilities Billing Rule' configuration setting not to save correctly.
7. Improved the speed of security rights changes, particularly when removing or adding roles from/to other role groups.

25th September Release

1. Fixed an issue that could cause page layouts to reset, or for unsaved data to be lost when making changes to record page layouts. Data and page layout are now correctly saved while making changes.
2. Added 2FA support for the OH portal
3. Fixed an issue which would cause Medical Person email address not to be saved when they are created from the 'create user' dialogue. Email address now saves as expected.
4. Removed an edge case that could cause an ungraceful error message to appear when expanding certain Medical History events. Medical History will now expand correctly.
5. Improved the Mail merge feature, allowing it to use NHS GP and commissioner details.
6. Upgraded MS Office servers. Legacy office documents will be updated to a modern file format. Users will see a change in file extension only, e.g. files previously ending .doc will now end .docx. No other user facing changes will be observable.

29th August Release

1. Resolved an issue that could allow duplicate appointments to be booked through the Fast Booking Portal where the submit action was allowed to take place multiple times.
2. Removed an edge case where a merged patient could be merged again to another target patient, causing an error. That behaviour is no longer possible
3. Fixed an issue where refunding an invoice was causing a payment to appear in the unmatched payments section of an appointment view. Erroneous payments are no longer visible after a refund is performed.
4. Improved the UI of the appointment home page on Mac to ensure that the 'Start Telemedicine' action item always appears when it should.
5. Fixed an issue which caused Services added to an appointment when a Patient booked an appointment including a Module via the Patient Portal to be duplicated. Only a single instance of each service will now be added to the appointment.
6. Improved the interaction between Opayo and Xero. When attempting to overpay an invoice via Opayo, with the Xero integration enabled, users will now recieve a warning letting them know that this would cause an error in Xero, and stopping the transaction from going ahead.
7. Improved error reporting when patients make a payment via the Patient Portal when an invoice has already been paid.
8. Improved the Document Manager to ensure;
   1. Documents can be saved even when a local instance of a document of the same type is open
   2. Ensuring the 'retry download' option works as expected when opening a document from Meddbase.
   3. Improve the accuracy of the audit log; opening and then closing a document using the Document Manager without making changes will no longer report a Document Modified event in the audit log.
9. Improved the UX of the Work Items screens to ensure that selected filters persist correctly, are independently persisted between different work item screens, and selected filters are displayed correctly each time a user visits the Work Item screen.

31st May Maintenance Release

1. Resolved a formatting issue with Referral Letters which was causing unwanted characters to be rendered.
2. Resolved an issue which stopped users from being able to utilise the 'Copy from Word' feature in the inbuilt document editor
3. Fixed rendering issues in a number of locations, including postcode lookup and Session Template editor, that were erroneously displaying raw HTML characters.

5th May Maintenance Release

1. Resolved an issue that stopped emails being sent to patients when joining an online charge band

24th April Release

1. Improved caching of slots for anonymous API search to improve the performance of this API call.
2. Fixed an issue on the Referral History audit log that was causing a title to overlap with the log field.
3. Fixed some broken icons on the Invoicing Diagnosis tree view. Invoicing diagnoses can now be expanded as expected.
4. Improved the Service Credits billing rule. If a First Included Day is added to a rule that has already given credits to patients, those patients will now have that First Included Day set correctly.
5. Improved the Service Credits billing rule. Allowed Unique Start Dates to be enabled after patients were added to a charge band containing a service credits rule, and ensured that renewal period is set correctly for each patient on that charge band.
6. Improved the wording of the OH Portal breadcrumb trail - PPQ sent has been changed to Questionnaire sent.
7. Improved consistency of the UI - Changed button order for 'Invalid payers dialogue' to be Yes/No - consistent with other similar dialogues elsewhere in the application.
8. Fixed the image preview icon when uploading .tiff images.
9. Added dynamic text to the patient portal password reset screen to correctly reflect the chamber settings for password complexity.
10. Made the schedule and diary UI reactive, to allow for a better and more consistent experience when zoomed in. Users will no longer see an incorrect offset on the schedule and diary pages.
11. Fixed an issue with the V5 billing rules service which was causing service credits to not be deducted correctly when making bookings using the side by side schedule. Credits will now be correctly deducted for all booking methods.
12. Removed unnecessary botton margin on the Meddbase home page to improve the UI.
13. Fixed an issue with sending certain billing items to Xero - double spaces and other special characters will now be encoded correctly and will no longer produce an error when sending invoices containing them to Xero.
14. Improved the UX of the OH Portal - when viewing a list of employees, the table rows now correctly indicate that they are clickable.

6th March Maintenance Release

1. Resolved an issue that would present an error when arriving an appointment containing only services with 0 cost, if the creditor and debtor company were the same. The check will no longer be performed if an appointment only contains 0 cost services.

27th February Release

1. Fixed an issue that cause duplicate aged debt tasks to be created when importing invoices with partial payments
2. Resolved a problem with rolling back imports containing stock records. The changes to the stock levels will now also be correctly removed from the stock overview section.
3. Removed an erroneous input validation which was stopping new credit notes from being imported to existing invoices. This operation is now correctly supported.
4. Improved the process for importing OH Portal account permissions; when importing an account as having the 'manage' permission for a parent department, that account is now assigned manage permission for all children of that department as well, mirroring the same activity performed manually.
5. Improved the user experience of viewing and investigating validation errors during an import. Errors can now be exported as a CSV making the process of investigating and rectifying them easier.
6. Improved the user experience when returning to an import after validation but before committing the data. Imports will now be able to proceed directly to the commit stage if the tables contained within them have been validated in the last 24 hours and have not been changed since.

30th January Release

1. Added Support for Structured Templates to be used in the following circumstances:
   • Appointment confirmation email
   • Portal account validation email
   • Portal account password reset email
   • Portal account password changed email
   • Print portal account password changed
2. Improved UX of the login page when SSO is enabled to correctly inform users how to login.
3. Fixed an issue with the 'book an appointment' Pathway task. When shared via the patient portal, patients will no longer be able to book the wrong appointment type when completing the task.
4. Made several improvements to the import layer:
   • Added support for importing Service Credits for patients
   • Added support for Service Admin Notes
   • Fixed an issue where removing an employer or insurer would not change the person's default charge band
   • Fixed an issue that caused appointment types deleted via an import to continue to show in the Billing Rules section
   • Closed an edge case where imports of metafields would succeed with an invalid key
   • Improved the explanation of the New Episode import schema
   • Added support for importing Credit Notes to existing Invoices
   • Improved the import process for granting access to Employer Departments to correctly grant the 'Manage' permission on child departments when granting that permission to the Parent.
   • Added support for setting the date of a Match when importing Payment Matches
   • Added support for changing the policy on an existing document
   • Added support for importing Insurer and Employer Contacts to Patient Records
   • Added support for importing 'slots per hour' for clinicians
5. Improved the explanatory text for telemedicine appointments on the Patient Portal
6. Added support for resending an email opened from the Patient Contact Log
7. Fixed an issue that would cause the name of a new patient to not appear for several seconds on the Patient Home Page.
8. Improved the consistency of the naming of Clinicians on the Patient Portal
9. Created new icons for Pathways that scale correctly
10. Changed the format for dates recorded from Questionnaires with the 'date' data type to correctly format them as DD/MM/YYYY
11. Fixed an issue that would cause every document downloaded from the Portal to be named 'd'
12. Resolved an edge case that could cause an issue navigating to appointment if custom fields on the Appointment Home Page had special characters added to them.

5th December Maintenance Release

1. Improved logging of Pathways Tasks which sent data to an HTTPS endpoint.
2. Improved logging & monitoring of Document uploads, particularly when documents are uploaded via the API, or the Pathways system.

9th November Maintenance Release

1. Fixed an issue which would cause only a single questionnaire to be sent if an OH Portal user attempted to send multiple questionnaires, and the {QuestionnaireName} Template Code was not in the invitation email template. Multiple questionnaires will now be sent regardless of the content of the invitation email.
2. Resolved an edge case that could cause a timeout on the medical history when hundreds of patient records were linked to the same email. The Medical History will no longer attempt to load all linked patient records into memory before displaying.
3. Added additional logging to the Pathology system when exceptions are thrown to improve the error reporting available to engineers.

31st October Release

1. Improved the performance of the Pathways system so that having large number of active pathways no longer affects start page performance.
2. Resolved an issue which could cause patients to get stuck when abandoning the registration process part way through. Patients can now receive a password reset when restarting the registration journey.
3. Fixed an issue which caused the UI not to update correctly when changing a Patient's Charge Band via an import. The UI now updates correctly to show the newly set Charge Band.
4. Improved the validation of imports which set a patient's Employer Department. Imports which try to set a department not owned by the Patient's Employer company will now fail validation.
5. Fixed an issue which was causing Meeting Types to appear in the Appointment Admin menu.
6. Resolved an edge case which would cause an error to be thrown when trying to show all unsent aged debt letters.

3rd October Maintenance Release

1. Improved the startup process for complex pathways to increase the speed and responsiveness of the application for users who start particularly long pathways
2. Resolved some edge cases around the routing of PACS integration messages based on events in Meddbase, e.g. arriving appointments.
3. Fixed various bottle necks in the Billing Data Service to improve the speed of rebuilds. Includes splitting out queues into smaller sub queues based on their type, and an improvement to the way billing rules updates are broadcast to data sharing networks.
4. Fixed an issue which was incorrectly starting services which weren't required on ClientImport sites.

26th September Release

1. Increased the maximum permitted size for a questionnaire submission to allow more text entry, particularly for users of the OH Portal.
2. Fixed an issue with the Reporting System which was causing Gross and Net columns on the Credit Notes table to report the incorrectly swapped values. Reports which were using these columns should not need updating as a data fix was also applied.
3. Fixed an issue which could cause the ‘Go to result..’ button on a Pathology Result work item not to work as expected. All Pathology Results should now correctly navigate the user to the appropriate place in the Patient’s Medical History.
4. Fixed an issue which could cause data not to save when switching a V5 billing rule from Dynamic to Static date range filters. Switching from Dynamic to Static or vice versa will now clear any entered dates/values and automatically save changes as the user continues to edit the rule.
5. Resolved an edge case which could allow incorrect bookings when a module’s sex or age filters were updated. Filters are now applied correctly after updates.
6. Fixed an issue which stopped networked TDL tests from being used by chambers on V5 of the Billing Rules system. This now works as expected, and networked TDL services can be used during bookings or pathology requests.
7. Added additional validation to the Imports System to correctly throw an error if importing Patient Meta Fields without a matching Patient ID in the same import instance.

5th September Maintenance Release

1. Fixed an issue that would cause the 'Print to PDF' printing option not to function correctly.
2. Improved the logging of exceptions for the Pharmacy Portal and Apple Wallet Pass Generator service.

27th June Release

1. Fixed an issue which could cause Patient merges to get stuck in process when some patient data existed in a microservice (e.g. Pathways). The merge process now correctly completes in all scenarios
2. Closed some edge cases which caused a vulnerability to cross site scripting.
3. Resolved an issue which could cause an input validation error to be incorrectly when entering a non Uk mobile number against a patient record, when the chamber default contry calling code was set to something other than +44.
4. Fixed an issue with the Patient Portal API that caused an error message when attempting to upload a document.
5. Improved the validation of Pathway trigger expressions.

6th June Maintenance Release

1. Fixed an issue which was causing reports containing the Profile Name column from the Payments table to return an error. The underlying reporting schema not correctly matches the produced report XML.
2. Resolved a configuration limitation with the OH Portal Document Sharing notification. Split Medical Record no longer needs to be enabled for the feature to work correctly.

30th May Release

1. Added the ability to report on Patient Recalls from the Patient Demographics root table. Recalls are available as a 1:many relationship and can use all the same aggregation factors as other 1:many relationships.
2. Added the ability to report on an Appointment's Case Name before the appointment is arrived. the link now no longer requires an episode to exist, so if an Appointments is assigned to a Case during booking it will become reportable immediately.
3. Added the ability to report on Appointment Documents from the Appointments root table
4. Added the ability to report on Appointment from the Documents root table.
5. Added the ability to report on Advance Payments from the Appointments root table.
6. Fixed an issue that was causing Date of Birth to display 1 day earlier than expected on the Medical History summary page. Dates of Birth now don't incorrectly try to account for local timezone.
7. Improved the process for sharing fitness certificates created from questionnaires with the OH Portal. A refresh will no longer be required for completed fitness certificates to appear.
8. Removed the label for Employee Number from the Portal registration pages when the field wasn't present.
9. Fixed a race condition when paraller anonymous API calls were made. Doing so will no longer be presented with a 'not logged in' error message.
10. Fixed an issue that could cause a 'This page has expired' message to appear when creating a Pathology Lab Request.
11. Fixed a visual issue on thje 'Code Type' dropdown menu in Service Management - prevented the Code Type being indented incorrectly.
12. Improved the messaging on the Employee view of the OH Report when the report has already been released to the manager to make that clear.
13. Fixed a type in the default Cookie notice text on the Patient Portal.
14. Improved the UI of the Address Lookup dropdown menu on the Patient portal, both on the registration and demographic updates pages, so that a blank address no longer populates the dropdown.
15. Normalised how addresses are presented in Address Lookup dropdown menus across the portal.

9th May Maintenance Release

1. Improved the error logging of the Lab Server to allow for particularly long error messages.
2. Improved the handling of importing patient with and without accompanying titles - where title is mandatory the correct error will now be presented to the user.
3. Fixed an issue which caused the 'Create New' Pathway action to show on the patient portal in situations where it shouldn't - it will now only appear if a Patient Portal Pathways billing rule exists for the Charge Band the patient is on.
4. Resolved an edge case which could cause referrals creating in the Occupational Health portal to reset some of their questionnaire values if a user chose to save the referral form and complete it later. The values are now correctly saved and still present when users return to complete the questionnaire later.
5. Fixed an issue which could cause some Questionnaire answer to incorrectly clear themselves when Portal users moved between patients. Values now correctly persist.
6. Improved the functionality of the Update Appointment Table-Flow worker to allow the Appointment Type to be changed.
7. Improved the messaging of warning messages associated with Patient Portal Pathways to make it more clear to patients why they cannot start new Pathways when they already have some running.
8. Removed an unwanted behaviour in the Questionnaire system; hitting the Enter button on the keyboard will no longer attempt to submit the questionnaire, or incorrectly remove table row data.
9. Fixed an issue with the 'Book a Follow up appointment for this patient (via the clinician slot finder) action button on the appointment home page. This will now correctly launch the slot finder and not the side by side schedule.

25th April Release

1. Resolved an issue which could cause apostrophes to be stripped from Patient email addresses during the sign up process. Emails are now stored correctly including apostrophes.
2. Improved consistency of Occupational Health Portal 'select an address' fields - in all places where this field is presented it now displays the same information.
3. Questionnaire page validation improved to correctly check required checkboxes and table rows. Trying to move from 1 page to another will now alert the user that there are required fields to complete instead of only doing so at the end of the questionnaire.
4. The 'Address Lookup' function on the Occupational Health and Patient Portals now respects the Chargeable Feature flag in meddbase and will only be present if the feature is enabled.
5. Fixed an issue which caused the 'Employee Number' field name to be present on all registration workflows. It will now correctly only appear when registering for an Employer's charge band.
6. Improved the consistency of required fields on the Occupational Health Portal - creating, updating and referring Employees now ask for the same mandatory fields to be completed.
7. Fixed an issue that was affecting the ability for Patients to update their Insurance details via the Patient Portal. Changing an insurer now no longer incorrectly clears the membership number.
8. Fixed an issue which could cause the wrong map to be displayed when a patient selected a site to view it's details.
9. Improved scaling of Twilio Telemedicine when using an iPad - the toolbar now scales correctly when used in 'portrait' mode.
10. Added Portal Sign Up code to the import schema to allow new and existing companies to have a Sign Up code assigned by data imports.
11. Fixed an issue which stopped the 'Case Required' flag being applied when making bookings via the slot finder. A case will now correctly need to be selected/created before an appointment can be booked.
12. Resolved an issue that stopped date of birth being removed from a patient record, when dob was not a mandatory field/required for patient save. Date of Birth can now correctly be removed when updating a patient's details.
13. Added the ability to preview more file types from the patient's documents list;
    • .TIF and .TIFF image formats now supported
    • .MSG message formats now supported.
14. Fixed an issue which was causing some icons not to display correct on the Secure Document Share Portal - icons are now rendered correctly.

28th March Release

1. Added Document Status to the import layer, allowing imports to change the status of existing documents. Either Active or Deleted status' can be assigned.
2. Ensured that the 'case required' flag on the Appointment Admin menu correctly forces the selection or creation of a case when booking an appointment of that type via the slot finder. Making bookings for appointment types which require a case will not correctly prompt the user to select or create a case.
3. Improved the page validation on Patient Questionnaires, to allow Table rows to be made mandatory when patients are completing questionnaires.
4. Improved the validation of questionnaire mandatory fields; if Date or Checkbox fields are mandatory, the patient will now receive a warning when moving from the page the question is on, rather than at the end of the questionnaire.
5. Improved the performance of adding users to roles, and adding role to other roles. Communication of Security Permission updates to Networks now happens asynchronously.

2nd March Maintenance Release

1. Fixed an incorrectly applied colour palette on the Clinic Schedule view. Non-scheduled hours now render correctly.
2. Improved the visibility of appointment context information on the schedule view by reducing the font size and padding.
3. Fixed an edge case which could case 'Deny all except ticked' Deny Service Rules to be incorrectly applied when using Version 5 of the Billing Rules system.

28th February Release

1. Fixed an issue which could stop patient titles being set correctly via the Occupational Health portal, if that title had been previously deleted and recreated.
2. Resolved some edge cases around linking emails to patient records automatically. Emails will now link correctly, and display a document preview as expected.
3. Improved the Pathology Lab Request process to prevent time-outs from occurring under specific circumstances.
4. Improved the way referrals are created to prevent duplicates from being created during heavy system load.

31st January Release

1. Added support for importing Blank Meta Fields to a patient record.
2. Added auto ordering for appointment lengths on the Service Picker page. Appointment times will now always be ordered by length of time.
3. Resolved an issue that caused the incorrect list of Charge Bands to be displayed under certain conditions when using the '1 page booking' slot finder.
4. Fixed an issue which could cause Recall Reminders not to recognise appointments booked using the Side by Side Schedule. Doing so now correctly moves a recall reminder from Due/Overdue to Booked.
5. Changed ordering of Employee Departments and Divisions in the Common Catalogues menu to be alphabetical.
6. Fixed an edge case which could cause an unfriendly error message to be displayed when interacting with a drug which has been discontinued from the FirstDataBank Multilex database.
7. Fixed the datatype used for sending Request Date to TDL via messaging interface; will now correctly use DateTime in all circumstances.
8. Improved the error message Portal and Main Application users receive when trying to set Employee Numbers which exceed 50 characters.
9. Fixed a problem which resulted in NHS Details not being visible on the Patient Home Page. Setting an NHS GP, Practice or Commissioner now correctly pushed supporting information to the Patient Home Page.
10. Resolved a problem which created duplicate services when Saving multiple times during initial Service creation.
11. Improved the process of deleting a Clinician, such that sessions for deleted Clinicians are no longer visible on the Side by Side schedule.

25th January Maintenance Release

1. Fixed an issue resulting from merging patients with active Pathways. Cache is now correctly cleared on merge.
2. Resolved a possible race condition in the referrals service which could cause notifications not to be sent. Steps are checked correctly, and notifications will not be skipped when the referral service changes states too quickly.
3. Improved performance of the Billing Rules Administration menu by improving the efficiency of the query used - sped up the process for opening a company, particularly when that company has a large number of billing rules.
4. Fixed a problem that could cause assigned managers not to receive message feed notifications if the manager is changed after the referral was accepted. Managers assigned at any point in a referrals cycle will now correctly recieve notifications.

17th January Maintenance Release

1. Added further improvements to the Contact Account Pathway task.

6th January Maintenance Release

1. Resolved an issue which could cause some 'Contact Account' Pathway tasks to fail. The Pathways System now correctly accounts for the speed of the main application.

15th December Maintenance Release

1. Changed the time at which automatically generated invoices for membership schemes and the like from 23:00 to 05:00 to avoid conflicts with other background processes.
2. Resolved an issue which could cause Telemedicine consultations to fail to connect on certain browsers.

13th December Release

1. Resolved an issue that would cause the Fast Booking Portal to report No Availability when exactly 25 slots where available. The availability calculation now correctly takes this scenario into account.

6th December Maintenance Release

1. Resolved an issue that was appending numeric values to column headers when exporting report data to csv, or consuming reporting data via an HTTPS endpoint. Report column headers will no longer contain the internally assigned column ID when exported.
2. Added Bank Holiday Database entries for 2022.

15th November Maintenance Release

1. Resolved a problem which stopped users from leaving a meeting by following the link in the invitation email. The URL is now generated correctly, and users will no longer receive a 404 error.
2. Closed an edge case which could cause the Pathways system to send duplicate contact SMS', particularly when the application is under heavy load. The timeout, wait and retry settings have been tweaked to ensure that a pathway task only ever results in a single contact being sent.
3. Improved the monitoring and cache retrieval of the Pathways system.
4. Improved security in a number of areas which use the Google Maps API.

1st November Maintenance Release

1. Fixed an issue that could stop users from being able to set a Case Title for an episode under certain circumstances - Safe Titles are now set automatically when they are not specified in the common catalogue configuration.
2. Resolved an edge case that could cause Pathways to fail to start when triggered by Messaging Integrations using the Table Flows technology. The main application will now send data using an up to date method to the Pathways service.
3. Fixed an issue which could cause OH Portal Single Sign On to fail if the chamber did not have an associated API Key entry in the chamber database. This erroneous requirement has been removed.
4. Updated the Feedback and Support quick links to redirect users to more useful endpoints.

25th October Release

1. Improved the experience for Occupational Health Portal users when Single Sign On was enabled, so that;
   • Users are not prompted to enter a password when updating their demographic details (as they do not have a password when using SSO) Instead they will authenticate with a 2FA email.
   • DoB is no longer mandatory when creating users, unless it is set as mandatory in Admin > Configuration > Application > 'Must Provide DoB'
   • Address 1 and City are no longer mandatory for creating users
2. Fixed an issue that would cause the 'Must Provide DoB' flag to be erroneously ignored in some edge cases.
3. Fixed an issue that was causing Referral Collaboration Message Feed messages to show the incorrect time stamp.
4. Improved the 'DIagnosis Code' common catalogue to correctly encode special characters
5. Resolved an edge case that could cause issues when printing invoices from templates.

11th October Maintenance Release

1. Resolved an issue with the import layer which could cause imports of Occupational Health Portal accounts to fail erroneously.
2. Resolved an issue which caused imports of Employee Departments to display an unhelpful error message.
3. Fixed an issue that would cause an error message to be displayed when creating new Employee records in the Occupational Health portal when 'Must Provide Employee Number' was set to true.
4. Improved the validation of imports of Patient Meta Field information to correctly fail an import on validation rather than on commit if values were not provided.

20th September Maintenance Release

1. Fixed a Pathways issue which could cause duplicate referrals to be created when triggered by a Pathway. The Pathways System has been given more resource, and the timeout wait period for referral creation has been extended to stop this from happening in the future.
2. Resolved a problem which could result in Pathways generating documents containing incorrect data. The Pathways UI system will now flush it's cache before generating documents, ensuring that up to date information is used for their creation.
3. Rectified an issue which could cause Pathways to fail, or not show on the Start Page Pathway Inboxes. Exceptions are now correctly caught and handled by the Pathways system.

13th September Maintenance Release

1. Fixed a number of issues relating to the performance of the Pathways System, removing bottlenecks and making reporting on Pathways more efficient
2. Resolved an issue which could cause OH Portal Single Sign On not to function correctly. The getConfig call now correctly queries the Employer Company SSO settings.
3. Fixed a problem that would cause Pre Placement Questionnaires to not be visible to Managers on the OH Portal if they were sent by a Pathway. The FromCompany parameter is now set correctly, making the questionnaire visible on the OH Portal.
4. Rectified a potential data security issue where if a manager changed Employer, notifications for their old Employer would still be present on the OH Portal. Changing the Employer company now correctly clears all notifications from the users OH Portal account.
5. Resolved and Import Layer bug that would cause Employee Department imports to faill erroneously.

31st August Release

1. Deprecated the old Import Layer version and made Version 2 the standard for all customers, improving performance of data imports.
2. Fixed the formatting of currency symbols on the patient portal, the currency symbol will now default to before the amount rather than after.
3. Fixed some spelling and grammatical errors in the patient portal Information Library section
4. Resolved an issue that could cause an error when booking an appointment using a 'Dynamic Price List' billing rule
5. Refactored the code responsible for uploading Signature images
6. Resolved an issue which could cause the incorrect list of appointment types to appear when navigating using the Breadcrumb during an appointment booking.
7. Improved the performance of the Consultation and Common Catalogues pages when there are a large number (50,000+) of Diagnosis Codes configured.
8. Fixed an issue which would cause password reset emails not to be sent form the Patient and/or OH Portal for newly created accounts.
9. Resolved an issue which could hide appointments from the Medical History when filtering on a specific case, if that case had more than 5 appointments associated with it.
10. Fixed a range of issues which were causing imports to fail erroneously.
11. Resolved an issue which could cause work items related to deleted or wiped patients to continue to display in work lists.

23rd August 2021 Maintenance Release

1. Implemented a patch on the patient portal to extend the chrome webrtc support until 28th of December 2021, in order to ensure that the Vidyo Telemedicine integration continues to function as expected until then. Further changes will be carried out to extend support for this feature past the end of 2021, at a later date.

16th August 2021 Maintenance Release

1. Fixed an issue that would cause Patient Portal SMS activation codes to erroneously expire 1 minute after being sent. Sessions were being terminated early by a background service; this behaviour has been reverted.

12th July 2021 Release

1. Resolved an issue which could result in user being able to login without using 2FA, even if it was configured against their user account. All users in chambers with 2FA enabled will now need to provide their 2FA code when they login.
2. Fixed an issue which could cause too much memory to be used when the application was under extreme load. Meddbase won't attempt to hold quite so many clinical forms in memory anymore, which will improve performance under load.

28th June 2021 Release

1. Added a new template code for displaying Service Safe Names: {Appointment.ServicesSafeNames}
2. Resolved an issue where setting up a user's 2 Factor Authentication could throw an error. The setup process will now go ahead without an error message being presented, and with a correctly sized QR code.
3. Resolved an issue which could cause invoices to be posted to Reviso on the wrong date during British Summer Time. Invoice messages will now correctly take BST into account.
4. Improved the caching policy for the Patient Portal API to be able to utilise no-store as well as no-cache.
5. Improved the Prescriptions Import Schema to be able to include Line Breaks in comments, and fixed some validation rules around Review Dates.
6. Closed off a potential problem where 'Read Only Episodes' would incorrectly not carry forward some Global Field Data past the second future appointment. All future appointments will now correctly display the Global Field Data.

21st June 2021 Maintenance Release

1. Resolved an issue which could cause patients to be incorrectly prompted for Terms and Conditions on the patient portal.
2. Resolved an issue which could cause patients to not be prompted for Terms and Conditions on the patient portal when they ought to be.
3. Resolved an issue which could prevent a chargeband from being deleted, even though no patients appear to be linked to the chargeband.

14th June 2021 Maintenance Release

1. Resolved an issue which could cause reports containing Portal User Account data to throw an error. Reports using this table will now run without the error.
2. Fixed the link between Portal notifications and their respective OH Referrals. Users will now be redirected to the correct referral rather than the 'All Cases' lisy.
3. Resolved an issue which could cause fewer than the required number of attendees to be booked for a module via Patient Portal bookings, where the module requires more than 2 attendees. Now the required number of attendees will be booked, and available slots filtered to only include those where all required attendees are available.
4. Fixed a UI issue which could prevent users from being able to scroll on the Patient Portal if they moved to a scrollable page with a dialogue windowo open. The dialogue will now be correctly closed and removed in all circumstances.

22nd March 2021 Maintenance Release

1. Added more values to the 'Offset' and 'Length' parameters when adding an attendee to a module, to allow for more complex module setups.
2. Resolved some edge cases which could arise when sharing Pathway Tasks with a Portal User, namely;
   • Allow 'Book Appointment' Tasks to be shown even when they are behind a 'Make a Decision' task.
   • Resolved filtering issues to allow only a specific Employee/Manager's tasks to be displayed on the OH Portal
3. Improved the usability of the SNOMED service by;
   • Only showing the 'largest' SNOMED Concept, i.e. only show 'Back Pain', not 'Back', 'Pain' and 'Back Pain'
   • Improving the matching logic for text including parentheses
4. Resolved an issue which could cause an exception to be thrown when editing a Layout Section. The Edit Dialogue will now be initialised correctly.

15th February 2021 Maintenance Release

25th January 2021 Maintenance Release

1. Fixed an issue which could cause the PACS service to startup incorrectly
2. Resolved an edge case where emails containing the unsupported 'center' HTML tag would not display within meddbase. 
3. Stopped a blank screen being shown in error when discharging an OH appointment with follow up. The follow up referral and OH discharge letter screens will now correctly render, in the correct order.
4. Added additional validation and verification to owner account selection for various data items, to ensure users can't assign entities to chambers they don't have access to.
5. Reintroduced the {Episode.Fields} template code, after resolving some background issues with the Fields system.

21st December 2020 Maintenance Release

1. Fixed an issue that caused email bodies to be blank when sent from specific email providers.
2. Fixed an issue where a csv export from the Payments Tab was failing.
3. Additional sanitisation to HTML to prevent XSS (Cross-Site-Scripting) attacks from being executed in the Upload File dialogues.
4. Fixed an issue that was not allowing Security Policies for Patient Directory Search to return results.
5. Update for fastbooking portal so that dates/times are sent in ISO format to force correct deserialization by json.net.
6. As an additional security measure, encryption was added for the state of a page that is built, read or changed on the server.

14th December 2020 Maintenance Release

1. Added some additional sanitisation to CSV and HTML outputs to prevent possible issues caused by erroneous or malicious content contained in exported or imported data.
2. Added some extra permissions checks on page loads across the system to ensure that permissions are calculated correctly even when reloading a page with additional or changed filters.
3. Resolved an edge case where the Patient Portal API would allow Patients to create new Patient records. There are now some additional permission checks which only resolve as true for Referral Portal Manager accounts with the Default Rights permission. 
4. Fixed an issue that could cause Pathways to fail if a task name contained certain words. Pathway task names containing this subset of words will now resolve to a blank string, and the pathway will be allowed to continue.
5. Changed a label against documents in the Medical History to be correctly labelled 'Document Created' rather than 'Last edit date'

7th December 2020 Maintenance Release

1. Fixed an edge case where automatic referral from a Post Placement Questionnaire/New Starter Health Questionnaire could fail if the default PPQ referral appointment type wasn't included in an employer's default chargeband. All PPQ/NSHQ automatic referrals will now use the default SLA configuration in Admin > Work Type Configuration > Occupational Health, unless there is a portal referral rule which would take precedence.
2. Tidied up the behaviour of unknown template code errors. Previously there was a split between displaying an error code on the generated document, and silently failing to create the document. Now all unknown template code errors will generate an error code, and not silently fail.