06/15/2013
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CREDIT:
1. The Invoice Aging Report now has the Date Range showing in the Table Header. This helps when Export to Excel is requested, as the date range will be included in the Export.
2. The Invoice Aging Report now allows for Aging thru Today vs. the selected End or "Thru" date.
3. If enabled, the Protocol Sequence Number is now available as a Column to Include in the Invoice Register Report.
4. There is a new System Setting that allows for turning Off the Numbering of Documents in the IRB Document Library. Often Documents get put into various folders and the Numbering Sequence seems to be off. This feature allows for that column to be hidden. File Ops > System > System Variable Defaults > IRB Activities > Show IRB Document Numbering on Documents Page
5. The Financial Invoice by Payor report now allows filtering per Department.
6. There is a new Automatic Email Notification of Expiring Continuing Reviews to selected Staff. Emails can be sent multiple times (as needed) in 30 day increments. There are 2 sets of Staff Selections to get the emails. First is a simple selection of staff, the second is the Contact Types of staff for each study (i.e. PI, Coordinator, etc...), File Ops > IRB > IRB Meeting Environmental Defaults > Expiring Study Notifications.
7. The Protocol Receivables Report now allows for "Begin Display Date". This way the Start Date can be set to 1900, and Begin Display at April 1, 2013 with Stop Display set to April 30, 2013. The report will roll up all of the data between 1900 and March 31, 2013 and show "Starting Totals". Then the month of April data will display with a total for that date range. Finally the "Closing" Balances are summed up. Additionally, this report now can pull "Invoice Adjustments" made during the Display Date Range. So if staff adjusted an invoice on April 5th from an Invoice Dated January 4, 2013, that "Adjustment" will be displayed showing the details of what was adjusted, and by which staff.
8. The Patient Protocol Page now displays any Ancillary or Other Studies of Interest in the top left corner. If studies are listed, they are linked to pop-up the Protocol Data page. Also, if Patient Forms are available for the studies, there are buttons to pop-up a window of links for those forms.
9. On the Protocol Data Page, the button to Show Patients now has a new feature in the pop-up window. After the patient listings, there is a new data table displaying the Institution and the count of Patients for each Patient Status. This feature can be "Disabled" via File Ops > System > System Variable Default Values > Protocol Data > Show Patient Arm Attachment Hospital & Status Table
IDEA:
1. See CREDIT items: 8, 9
IRBANA:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7
2. New Macros for Letter Generator: @IRBMeetingWordDate and @IRBMeetingWordDate(XX). These produce the date in "Word" or "String" format: January 15, 2013. This as apposed to @IRBMeetingDate which produces: 1/15/2013.
BIOSPEC:
1. See CREDIT items: 1, 2, 3, 4, 5, 6, 7, 8, 9
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