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What is new in Fitting Version 5.92 (22 February 2026)
- New option to list Hearing aids by HSP category
- New option to list Claims by HSP category
- New option to import claim and hearing aids from the HSP website Client's "Claim History" for clients relocated to your practice. This option is available in Data entry in the claim tab
 This is a usefull option to capture into your Fitting Wizard, the entire Claims and Hearing Aid history of a client relocating to your practice
- New help file to explain how to use the "Import relocated HSP Claims from Portal"
- New hearing aid status "Returned to stock"
- New confirmation in Hearing aid to make sure "Date fitted" and "Serial No" are entered
- New option to export all COSI as pdf to a selected folder
- Improved option to save all Hearing tests to a selected folder

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What is new in Fitting Version 5.91 (22 January 2026)
- Fix error when trying to fix a claim from the Process Claim area
- 2 new Visit purposes have been added, in Setup > Picklist data > Visits
- New option to use an alternate CRM folder to speed access. in Setup > Set User defaults. note: each user must set it up on their own computer
- Updated 920, 930 and 940 reports
- Updated 600 and 800 report
- In Data Entry > Claim > Print, you can now print a maintenance agreement with Zero fee regardless of the client Maintenance type. This is usefull for refit when you do not want to charge again.
- Date of birth and Mobile number added to Mailchimp export
- Improved "Spinach Effect" exported file, with site information and selection

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What is new in Fitting Version 5.91 (2 December 2025)
- New internal emailer with improved use of email templates
- New fields for creating meaningfull email templates in Setup > Email templates
- New export to "Spinach Effect Client recall" program
- New label printing options in "One stop HSP management" report menu
- Allow proper selection of implant into Claim form
- Add Terms and Condition to NDIS invoice
- Improve Missed Fitting Analysis Report for HSP clients
- Improve 920 Unaided report for HSP clients
- Improve display of Comments in Data Entry
- Allow selection of an Alternate CRM folder, in "Setup > Set User Defaults", to be used if CRM folder contains more than 50,000 documents. Must be selected individualy by each single user to work properly.

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What is new in Fitting Version 5.90 (4 October 2025)
- New AI tab in Setup > Preference to setup various AI options (Heidi and AudZone)
- New option in Outcome to use the HEIDI, AudZone or any other AI software, to turn conversation with client to text
- Heidi's Templates are compatible Wizard Outcome templates and vice versa
- New option to convert a Private quote to an invoice, just edit the quote and click the "Convert to Invoice" button
- Improved Client Export to Excel
- New Export to AI option in many of the lists. The resulting csv files can be used with Power BI from Microsoft and many other AI software
- New "Privacy and voice recording consent obtained" checkbox in the client record
- New "ATSI" and "Need Interpreter" questions in Client data entry
- ATSI entries can now be listed in List > Clients
- The Comment field in the Client has been moved to the right tab. There is now no size limit. A red flag indicates content
- CRM log now records when an email was sent to any of the client's doctor
- New "Bi-Modal fitting" Type option in Client Fitting Type
- New NDIS invoice
- New NDIS Number in the Client, will be copied to new NDIS invoice, if Client type is NDIS
- There is a new "Other doctor" details in the client screen, with a new email button
- Both "Referring Doctor" and "Other Doctor" can be emailed separately and included in letter templates
- The Doctors list can now handle multiple doctors with same exact name. They will now select properly in the client
- New option to list client by Maintenance type in "List Clients"
- You can enable logging your SMS to the CRM in Setup > Preference > SMS. It is disabled by default
- Export appointments to AudZone AI in Report > List Appointments, by simply pasting the file to AudZone.
- New form letters : "Authorisation to record consultation" and "Confirmation of Agreement to record consultation"
- New Private Client One stop option: Annual Review: (One year since last hearing test)
- New Private Client One stop option: Hearing Aid Refit 5 years
- New Private Client One stop option: Maintenance Expiry
- New HSP One stop option: Missed Assessment (600-800) in Report > One stop HSP Management menu
- Items in the Report > One stop HSP Management menu are now ordered more practically
- New Invoice Item Group codes " WorkSafe Vic", "WorkSafe QLD", "GIO,RTWSA", "SIRA, iCare, EML"
- new on Appointments "Client's Prefered contact method"
- New mini button on data Entry screen below Dashboard button to create a filename with client details for naming CRM documents

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What is new in Fitting Version 5.89 (2 July 2025)
- Updated New HSP prices for 2025-2026 following error report from HSP (item 711 & 722)
- New option in Setup > Invoice charge code to separate the charge codes by type (Normal, Medicare, Workcover other)
- When selecting Charge code in invoice you can now select the type to speed up selection
- Updated Device quote form following receiving document from HSP explaining required output

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What is new in Fitting Version 5.89 (1 July 2025)
- New HSP prices for 2025-2026

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What is new in Fitting Version 5.88 (24 May 2025)
- Workcover Claim # is now printed on Workcover invoices, now also available on letter templates
- New option to archive old appointments to speed up system in Utility > Archive Appointments. The Old appointments can still be viewed in Data Entry, and edited in the archiver,
  but no longer show in the diary. Full instructions are available in the Archiver
- The provider's address on the maintenance agreement now matches the client Site address, if selected in the Picklist data
- New option in Report > Client list to list Tinnitus Clients
- Improve selection of Corporate accounts in > Income Statement for one Corporate Account
- On Maintenance Agreement form, the field 'Date' become 'Date Signed' to avoid confusion
- New option in 'Report > Client Count' to quickly count clients by sets of criteria. Without having to list them
- New option in 'Report > Aid Count' to quickly count Hearing Aids by sets of criteria. Without having to list them
- Fix copy hearing to the other side
- New option to list Unpaid Manual Claims in Report > List Claims

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What is new in Fitting Version 5.87 (26 March 2025)
- New payment option in Invoice for Bpay
- On the CRM page in Data entry, you can select to show only the real documents, or all entries
- You can now encrypt your client data in Setup > Preference > Encryption,
so that it cannot be used if stollen. It makes no difference to the user.
- All the new forms Date fields are now left blank
- You can now send SMS from the Repair tab in Data Entry. The message can include the repairs cost to the client
- The SMS Message definitions can now be edited more easily in Setup > Preference > SMS, with instructions
- You can now book more SLInteractive SMS credits directly from Setup > Preference > SMS > "Get Credits"
- You can now login to SLInteractive SMS directly from Setup > Preference > SMS > "Login" to see Client responses
- When sending an SMS, the template is no longer automatically saved. You can elect to save it individually
- New report to list HSP client who have appointment but no claim in
Report > One stop HSP Management > Client with Appointment but no claim

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What is new in Fitting Version 5.86 (20 February 2025)
- All new HSP Forms for 2025.now available. They come into effect on July 1 2025 but they can be used right away. They are: Wish and Need tool, Statutory declaration, Maintenance Agreement, Informed Consent,
Claim form, Device quote form, Client Relocation form, Consent form, Private Services & Device form
- The new Device quote form text needs to be setup before using, in Setup > Device Quote Form Text
- All the forms can now include your logo if you have one set one up in your invoice setup.
- The corporate account statements now include your bank account details
- The client preferred name is now highlighted in green, when present, so it is not missed
- There are now 3 new status in the Appointment: Aid-Able, Decision Required, Medical Clearance
- Exporting multiple notes to pdf has been improved
- New option in Income > List Invoices to print invoices by date created and date paid range for tax purposes. Example: invoices created last financial year and paid this year
- New feature in the invoice to use an "Invoice Template" to load multiple items in one go, using the new "Load Invoice Template" button at the top of the invoice data entry screen.
- The Invoice template can be created in Setup > Create Invoice Template. Each template can contain multiple items. The Items will be transfered to the invoice when loaded

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What is new in Fitting Version 5.85 (20 December 2024)
- New option in Report > List Invoices to list invoices by client tag or by Client group
- Fix issue with returning Stock on hand
- New option to list clients by Email address in Report > List Clients
- Updated Statutory Declaration form
- New option to save letters directly to PDF
- New option to export selected Hearing tests for relocated Client
- Improve export to Excel for Hearing Aids
- When selecting Private Aid for an HSP client, the Aid price is now visible

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What is new in Fitting Version 5.84 (3 November 2024)
- New option in Report > List Claims to only list Fitting Items
- New option in Report > List Claims to only list Maintenance Items
- New option in Report > List Claims to only list Client Review Items
- New option in Report > List Claims to only list Client Rehabilitation Items
- The Claims are now stamped with the creator's initials (set in Setup > Set User Defaults)
- The Hearing tests are now stamped with the creator's initials
- The Hearing aids are now stamped with the creator's initials
- New option in Data Entry Notes and Outcomes to export selected entries only, for relocated clients for example
- When returning a Loan aid, it is now automatically marked as a Returned Loan
- Saving letters in Data entry now defaults to Document folder
- Closing the Note / Outcome without saving or cancelling now requires confirmation to prevent data loss

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What is new in Fitting Version 5.83 (22 August 2024)
- New option to use your own Maintenance agreement. Can be selected in Setup> Maintenance > Maintenance Agreement. Your maintenance agreement is then created as a letter template in Setup > Letter Templates.
  A sample containing the same text as the official agreement is available as My_Maint_Agreement.rtf to get you started. You then become responsible for the content of the agreement.
- New option to list inactive clients in Report > List Clients > Clients
- When renewing a HS card and the voucher has expired, you get a warning, but now has choice to continue anyway
- New field in the Stock on Hand screen to allow marking an item as Returned, which unticks the Sold flag automatically
- On the main screen, New Quick report option to manage Workcover clients list and maintenance
- New option in the Hearing aid data entry to select the "Side Type" as "Part Left" or "Part Right". This allow selection of Parts from the Accessories list.
- Parts can be listed separately in Report > List Aids
- New option in the claim to mark it as recovered.
- Recovered claima can be listed in Report > List Claims > Recovered
- Improved listing of HSP Clients due for Rehabilitation (Items 680-681)
- Visists can now be listed for Active OR Inactive clients

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What is new in Fitting Version 5.82 (15 June 2024)
- New HSP item prices are now included for year 2025-2025, but the 2023-2024 prices are still available in the software.
- This update automatically updates the maintenance and co-payment prices but if your Topup maintenance prices are different from the basic cost, you will need to adjust them yourself in Setup > Preference > Maintenance
- When you add a claim, the HSP Item prices (23-24 or 24-25) are automatically selected based on the date of service.
- The old prices will be availble until the end of August
- New ability in the Invoice Charge code to specify an Hourly rate, and a default duration for that code
- Hourly Rate charge codes can be selected in invoices. The software will make the required calculations based on the duration In the printed invoice the quantity is then displayed as hours and minutes.
- The Health Fund number has been added to the list of fields in the merge letters.
- The Stock OnHand now includes the supplier's invoice number.
- When selecting a Stock OnHand, the supplier's invoice number is automatically copied to the Hearing Aid record
- You can now print a Stock OnHand report from the Stock selection screen
- New field in the Client to record a possible preferred name. This is only for verbal communications with the client.

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What is new in Fitting Version 5.81 (7 May 2024)
- New calculation of the voucher expiry date as required by HSP from May 2, 2024
 Validity before May 1st, 2024 = 1 year+1 day, example from may 2,2024 to May 2,2025, renew on May 3
 Validity after that = just one year, Example from may 2,2024 to May 1,2025,, renew on May 2
- Improved Device quote for HSP Clients
- New HSP Quick Reports available directly from the main menu. Can be setup as weekly or monthly in Setup > Preference > Options

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What is new in Fitting Version 5.80 (13 March 2024)
- The name of Documents exported to pdf and rtf now automatically include the unique internal unique client ID
- Improved List HSP Client with aids older than 5 year

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What is new in Fitting Version 5.80 (26 February 2024)
- Wax filter is now copied when adding an aid for the other side
- Fix possible error with Device quote accessory not showing
- New selection of 3 templates for sending SMS. These templates are saved when created the first time you use them.
 The new template becomes available next time you want to use it.
- All the SMS templates can be pre-entered in Setup > Preference > SMS
- Improved Recall visit list with mobile and other phone number
- New choice to have only Active clients in list visits
- New HSP "Lost Device Declaration" Form now available in Data Entry > Forms

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What is new in Fitting Version 5.79 (8 February 2024)
- New "Find date" option in the appointment manager to speed up change of dates
- When adding a duplicate client name, you can now select to copy the data or have empty fields to start with
- In the appointment screen, the "Arrived" icon now has precedence and is displayed leftmost to be more visible
- Carers details are now properly inserted in letters if "Use Carer's address" selected
- Prevent Item 4 to report as review required in Client Review management
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