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Docman 7 Version History

Docman version 7 contains an online auto-update mechanism.  This allows us to quickly supply you with updates and program fixes without you having to install patches yourself from CD.

This service is free to all users holding annual software support contracts.  You will not be able to receive updates without a support contract.

This page describes updates/fixes that have been made with each new version.  Your current Docman 'system', version is shown at the bottom of the Administration Module screen

Please note, PCTI record when you download a software update. This information is used to check that you have a current maintenance contract and to update our records for the purposes of technical support.


 

Docman 7 updates

Version updates are available from the Docman 7 Admin module.  You may check for a new version at any time, download it and choose to install it at a later date. 

In order to install an update:

All users must be logged out of Docman. 

If running the GPASS clinical system, all users must close this down too (otherwise it will not be possible to update the 'Docman tab' within GPASS.

Disable any on-access virus scanning software before running in updates.  You may turn this back on once the update is complete.

 

Version: 71237 (28mb)

Date: 15/06/09 User Acceptance Testing

Priority: NORMAL

Change - DSM.  A new application called 'Docman System Monitor' has been added which runs on the Docman database server and ensures the smooth running of the system.  Three 'monitors' are included in the first version.  One to ensure that Auto-backup is running, For EDT users, one to monitor the Scheduler and finally one to process system messages (maintenance renewals, licensing, support message updates).

Change - Admin.  New administration menu provides a clean interface with sub menu's.  Frequently used options are shown as 'shortcuts' from the main menu whilst less used options are stored in the appropriate sub menu.  Layout is similar to the vista control panel layout.

Change - Admin (Updates).  Updates can now be scheduled to download overnight after the autobackup process or not. If not, the check is still made for updates but the user must download them manually via the option on the admin menu (unless set to 'don't check').  By default, all multi site installations will have this option turned off, everyone else will have this feature enabled.

Change - Client (Setup).  Running the Docman client for the first time prompts for a workstation description and whether or not the machine is a scanning workstation or not.

Change - Client (Maintain Lists).  Added a new reporting option on the user form in Maintain Lists for user based auditing.  It is now possible to report Document, Deletion and User Access activity based on a user id.  The report is produced in collapsible html.

Change - General.  Added enhanced system message processing allowing remote deployment of configuration/settings (Eg. EDT configuration).

Change - Client (Batch Manager).  On filing, every file is checked against two new system settings for maximum page size (tifs only) and maximum file size (all documents).  This is indented to prevent users configuring new scanners and leaving the default image type as "24-bit colour" resulting in unnecessarily large files being stored in Docman.
Change - Client (Viewer).  Search enabled for non-patient sections.

Change - Client (Menu).  NHS Mail link updated to new NHS Mail web site.  NHS Mail now opens in a new window rather than within Docman so that attachment downloading is possible.

Change - BC.  Added viewer for synchronisation log

Change - Admin.  Updated default read code list

Change - Update. Null characters are removed from html sequences as they are applied by the update program.  Previously this only happened if triggered by the version sql update script.

Change - Update.  The update sites list has been decoupled from the application and distributed by means of an xml configuration file.  In future, it will not be necessary to change the Admin program when we introduce or change update servers (see 71234 update).  The update list is checked against the most recent version prior to downloading any updates including re-downloading itself should the place it was obtained from is no longer a preferred site.
Change - Client (Filing).  Timing to filing to the Synergy API to account for PDS popup's during the filing process.  A registry setting can be added to HKLM in order to increase the window closure delay from 2s.
Change - Client (Existing Documents).  Save screen position of window.

Change - Scheduler (EDT).  Change the default and test settings for NHS Mail.

Change - Client (Existing Documents).  Pulls additional document description from the EMIS PCS api where the original document was filed with apollo.  There is a known issue with the EMIS LV api which does not return this data (awaiting fix from EMIS)

Change - Client (Audit).  On filing a tif, the number of pages is appended to the "Added" record in the audit trail eg "Added (2 pages)"

Change - System.  It is now possible to switch a system into "Read Only" mode which allows access to documents but prevents users from making changes.  This will be used to prevent updates whilst a system migration or back scanning project is in progress.

Change - Admin (Helpdesk).  Option to re-layout the Patient section post 669 or SAWF upgrade.

Change - Admin (Restore).  In the event the it is necessary to restore a database from a backup, any documents held in the batch folder will be re-imported.  Note that It will still be necessary to run a Document Check in order to identify changes to the main document structure.

Change - Client (Viewer).  Ability to drag and drop documents between folders.  Action recorded in audit trail.

Change - Client (Summariser).  When viewing EMIS medical history, the data is shown in chronological order rather than the order it is supplied by the EMIS API.

Change - Client.  If Docman is minimised to the system tray, running the shortcut from the desktop opens the existing instance rather than another copy of the client.

Change - Client.  When closing the client, the user is asked if they want to close and logout or minimise to the system tray.  The users default choice can be saved.

Change - System.  Outbound system messages (version acknowledgements) are now queued if initial send failed due to web service being unavailable or busy.

Change - Client (Maintain Lists).  When making a user inactive, any active workflows must be first re-routed before status can be set.

Change - Admin (Autobackup).  Several additional data tables have been added to the Docman control database and therefore it is necessary to include it in the database backup process.

Change - Admin (Patient Sync).  If the EMIS LV api returns patient id's with leading zero's these are skipped.  They are reported to the user at the end of a manual patient sync.

Change - Scheduler (EDT).  Add additional file checks to Docman add document routine for Ascribe lab document import.

Change - Client (Patient Search).  Preview (F2) added to the search screen.

Change - Client (Workflow).  The option 're-route and comment when marking as seen' is ticked by default.

Change - Client (Audit trail).  The 'group by user' is no longer ticked by default.

Change - Client (Maintenance Expiry Warning).  A grace period has been added to suppress the warning message where a trust is paying for multiple practices.  This also allows practices to access updates outside of their expired maintenance period.

Change - Admin.  New activate-able option to allow central change of the database servers IP address.

Change - Client (Viewer/Workflow).  When clicking on the clinical system button to show the Docman patient in EMIS LV/PCS, the loaded patient id is checked to ensure that the call has worked.  If not, it will retry 2 times.  If it still cannot get LV/PCS to show the correct patient, the user has the option to retry or cancel.

Change - Client (Existing Docs).  Documents are shown in chronological order rather than the order in which they were retrieved by the EMIS LV api.

Change - Client (Messages).  The sort order can now be set by clicking on the column headers.  This is saved against the users' preferences.

Change - General.  Support for IE8 (release version) across remaining Docman applications that weren't updated in 71233 when IE8 was still in beta (reports,  scheduler, BC).

Change - Update.  Changed the way in which the EMIS API is replaced in order to make the update process smoother.

Change - Admin (Data Check).  Only one database repair attempt is allowed without exiting and re-starting the admin program.  A warning message indicates that multiple database repairs on damaged tables could result in more serious data loss and should be dealt with by PCTI technical support.

Change - Admin (Patient Sync).  EMIS LV/PCS users can now get usual and registered GP when synchronising patients.  However, since the additional calls to the EMIS API slows down the overall process significantly, the default setting is off.  It can be overridden by the setting 'INC_USGP_REGGP = Y/N'

Change - Client (Batch Manager).  When processing an EDT document, an audit entry is recorded to indicate if an auto patient match was made or not.

Change - General.  Added initial support for the new EMIS Web API.  Full support will be added in a later version once the api is in release form.

Change - BC (Client).  Option to to exclude low priority read codes from the current view.

Change - Client (Docman Export).  Several changes made specifically for Scottish sites including mandatory file archiving, un-archive of previously archived documents and a "supported document type" check.  A new screen layout has been designed to make the process easier to use and understand for new users.

Change - Service Control Manager.  Auto-updates the machine name against in the windows service if the host machine name changes.  Applies to users of the service based auto backup mechanism.

Change - Lightweight Viewer.  Added print and email functionality (with hotkeys).  Also added a hotkey to the main document viewer which performs the same functionality as the toolbar 'show documents' button. The viewer is also now visible in the task bar making it easier to switch between applications.  The lightweight viewer is generally used by EMIS branch sites or those that have had a data conversion/merge which prevents opening of the document in Docman without the use of the Docman toolbar.

Change - Client.  PCTI supported customers are notified of an updated support message on the main menu.

Change - Update.  Added support for font distribution.
Change - Update.  Added support for database engine update.

Change - Client (Workflow).  Updated audit trail text to better describe the chain of events when re-routing a workflow.
Change - Client (Workflow).  Only users with permission to workflow appear in the list of workflow recipients when creating or re-routing workflows.

Change - Client (Maintain Lists).  New option on 'document only' sections to disable auto expansion of document folders.

Change - Scheduler (EDT).  "EDT Only" option to pass-thru document collections in xml format (for use by Microtest EDT sites).

Fix - Client (Viewer).  When viewing a document on a terminal server client, if the first document in the list was smaller than subsequent documents, the scroll bar did not appear on the larger documents.

Fix - Client (Viewer).  When viewing a document on a terminal server client, if if view was 'Best Fit' the first document in the list was smaller than subsequent documents, the scroll bar did not appear on the larger documents.

Fix - Client (Viewer).  When displaying a tif, right clicking on the image toolbar and then right clicking on the open popup menu, an error 'Popup menu is already expanded' error is generated.

Fix - Client (Viewer).  On a terminal services client, clicking the annotations menu twice brings up the 'Terminal Session' scroll bar as well as the scroll bar from the tif control and the image is set to a view/zoom that requires a scroll.

Fix - Update.  The update now checks each site on an install to determine if any scheduled tasks are set up. If so, the Scheduler will always be re-opened post update. Previously it would only reopen if it was running prior to the update.

Fix - Admin (Document Search and Move).  Correct error whereby an 'element not found' error was generated when populating the folder list.

Fix - Upgrade (669-7).  If a user description in 669 was present, this is added to the user description in v7.

Change - Update.  Updates will auto-continue if the verification stage passes without issue reducing the amount of interaction a user has with the update process once begun.

Fix - Update.  If the update program failed to shut down the autobackup or scheduler programs, the verify stage will fail.  This was due to not enough time being given to the applications to close themselves.  The timing has been increased to accommodate and the progress on-screen explains what is happening.

Fix - Admin (SBAB / Autobackup).  In situations where all sites of a multi-site implementation were 'shutdown', SBAB or Autobackup would not start - this has been corrected.

Fix - Update.  When checking file versions, if the checked file was not present in the update, no version information was displayed.  This has been replaced with the version information of the checked file.

Fix - Admin (Patient Sync).  EMIS LV/PCS patient status changed from 0-10 to 1-10

Fix - Client (Batch Manager).  When adding a comment during filing, it was possible to add an actionable comment even if the document wasn't workflowed.  This has been prevented.

Fix - Client (Maintain Lists).  When modifying user permissions, ensure that 'maintain lists' is also selected when adding the 'modify users' option.

Fix - Client (Workflow).  When re-routing a completed workflow, the document status is now updated to show it is back in the workflow system.

Fix - Client.  The system tray popup message which notifies users of workflows and messages now auto closes itself so as not to hog unnecessary resource on terminal services.

Fix - Client (SCI Gateway).  Colons removed from document description prior to being added to SCI Gateway (applies to Scotland only)

Fix - Scheduler (EDT).  Tiff printer now visible when configuring an profile collecting from an EDT Server.

Fix - Client (Summariser).  No longer possible to file a read code with a future event date.

Fix - Client (Toolbar).  Corrected 'Failed to retrieve active workbook from Excel' error which would occur when multiple workbooks were open in Excel and the user chose from the selection list.

Fix - Client (Workflow).  Prevent adding of comments to a workflow where the underlying document has been deleted.

Fix - Admin.  Reset validation rules of a currently selected item when moving between items in the list

Fix - Client (Multi Site).  Prevent logging in to a previously decommissioned site (mainly applies to INPS VES sites)

 

 

 

Version Notes:

 

Large release containing many stabilising changes setting the scene for the next major update.  Recommended for all sites.

Version: 71235 (26K)

Date: 17/06/09 Current Release Version

Priority: NORMAL

Fix - Backup Service.  Redistribution of Service based backup mechanism which did not get installed with 71233 when using the cd-based manual update mechanism.
   

 

Version Notes:

 

Patch to correct above issue (mostly effecting EMIS LV sites) that use the windows service based auto-backup mechanism.

 

Version: 71234 (700K)

Date: 10/06/09

Priority: NORMAL

Change - Admin.  Replaces the default update server due to ISP moving ftp site to a different platform mid-August 2009.   71235 will introduce an independent update site list so future changes to ISP platform won't require application patching.
   

 

Version Notes:

 

Very small update with no other functional changes.  Users should move to this version as soon as possible to prevent slow downloads of the large 71237 update which will be made available soon.

 

Version: 71233 (8.3mb)

Date: 24/03/09

Priority: NORMAL

Change - Admin.  All EMIS PCS sites (excluding those in Scotland) require a new EMIS API file (em_pacc.dll 2.1b) in order to work with the latest server changes being rolled out by EMIS.  The new API has meant changes to the way in which the integration between Docman and PCS is initialised.  This update is necessary for all PCS sites from 2/3/09.

Change - Admin.  From 2.1b, all EMIS PCS sites must have their PCS database name entered in uppercase in order to connect via 2.1b API.  The initialise routine has been altered to force upper case on connection in order to accommodate this change.

Change - Admin.  Patient lookup file for Intellisense is generated based on Intellisense being licensed rather than a particular API enabled allowing non-API sites to use Intellisense for Patient Matching.

Change - Admin.  Optimised creation of Patient lookup file for Intellisense in order to reduced time of overnight process on Intellisense enabled sites.
Change - Admin.  Error entries older than 60 days are cleared from the log during auto backup process.  The retention value may be altered via a setting or set to 0 for retain indefinitely.
Change - Admin.  New option added for EMIS sites that have merged, both previously having had Docman 7.  The system option FORCE_LW_VIEW should be set to Y which forces use of the Light Weight Viewer (in place of the regular Docman Viewer), irrespective of connection speed to the Docman server.
Change - Client (Batch Manager).  User is prevented from manually importing from batch folder.  Documents should be placed in the drop folder subdirectory instead.
Change - Client.  Critical updates are notified on the menu menu via different wording and a different icon to regular priority updates.
Change - Client (Existing Docs).  Screen size and position now saved on exit.
Change - Client.  Changed URL to point to http://web.nhs.net in place of http://www.nhs.net
Fix - Admin.  Modified routine to handle the re-start of shutdown sites following issues with backup.
Fix - Help Browser.  Prior to downloading new video's a ping test was used on a public web site in order to check if machine had internet availability.  If no response was received, download wasn't attempted.  This pre-download test has been removed and the download process handles no-internet timeouts appropriately.
Fix - Admin.  Correct issue whereby system messages were not being processed by the last site in a multi site environment.

Fix - Admin.  Corrected date formatting in list when showing restorable backup's

Fix - Update (BC).  Update wont display error for BC enabled sites where a BC update script doesn't exist.

Includes changes to database structure. Schema number changed to 21
   

 

Version Notes:

 

This update is mandatory for all non-Scottish PCS sites from 02/03/09.

 

Version: 71232 (6.7mb)

Date: 20/02/09

Priority: NORMAL

Change - EDT.  The component used to collect from an EDT Server is now self updating.  Beyond this version it will not be included in DM update packages.  On detection of an updated "EDT interop", the Admin module will download the new version, install it and restart the scheduler before continuing with document collection.
Change - Client (Workflow).  When mark as seen "on behalf of" another user, the text displayed in the "Workflow Route and User Comments" pane now indicates the user who performed the action without having to view the audit trail.
Change - Client (Workflow).  New right click, "copy comment" option for comments within the in the "Workflow Route and User Comments" pane.

Change - Client (Workflow).  If attempting to remove the user document is currently with that user (including when user is part of a broadcast workflow), a dialog advises action is not possible and "mark as seen" will be used instead.

Change - Client (Export).  Buttons on the export form are now tab-able (tab order revised).

Change - Scheduler (EDT).  Server ID now stored against original document ID to differentiate between documents being collected from multiple EDT Servers by a single practice.  The server ID is also shown on the the EDT Tag pane in Batch Manager.
Change - BC.  Synchronisation process improved to handle disconnecting NAS devices.

Change - Client (API).  Add document routine checks for pre-existing files in batch manager file location with same name and changes name of the new filed document to accommodate.

Change - Admin.  Optimised creation of patient lookup file for Intellisense.  This file is generated each night during the auto backup sequence and therefore reduces the overall time taken to complete.

Fix - Client (Workflow).  If user receives a document whilst re-routing a document (chosen the re-route option rather than re-routing as part of mark as seen), when the list is refreshed, the list is repositioned to the one being worked on previously.

Fix - Admin.  Read code synchronisation correctly updates the percentage bar and max values during processing.

Fix - Admin / Client.  Main menu hyperlinks updated to cope with change to IE8 RC1 web browser control.  This 'workaround' is not intended to indicate support for IE8 at this stage, it simply allows users to access Docman should they have installed IE8 RC1.  A future version will fully support IE8 once we know how the component will eventually work.

Fix - Client.  The pre-defined clinical entry is now cleared when applying a filing template without a clinical entry over a one that had one attached.

Fix - API (LV/PCS).  Change to handling of successful outcome of Initialize routine when connecting to LV or PCS

Includes changes to database structure. Schema number changed to 20
   

 

Version Notes:

 

This update is mandatory for all non-Scottish PCS sites and EDT users connecting to an EDT Server.

 

Version: 71231 (31mb)

Date: 17/12/08

Priority: NORMAL

Change - BC.  AES 256-bit Encryption added to BC document synchronisation.  Documents stored on the NAS or remote business continuity device are unreadable by anything other than a registered BC client.

Change - BC.  Expansion of error logging to record pre-sync errors.
Change - BC.  Component checking built into BC viewer runs installation if required.
Change - Scheduler (EDT).  Changes to Scheduler and Docman installation to allow for EDT only configurations.
  Change - Scheduler (EDT).  Event date is now taken from tested date in the xml for NSS Lab results.  Applies to Scotland only.

Change - API (LV).  Option to change to attachment filing xml allowing a read code to be added as an additional consultation element.  Read code visible in MRC. MRZ shows filing details only (not read code description).  Read codes are searchable from ST

Change - API (LV).  Option to change to read code summarising xml allowing multiple read codes to be added against a single consultation entry.  Read codes visible in MRC as well as being searchable from ST.

Change - API (LV).  Removed maximum length on free text entry when summarising.

Change - Client (Workflow).  Added ability to remove user from workflow who has not yet "marked as seen" the document.  Operation audited.

Change - Client (Workflow).  Force user to choose a comment or add free text on the new "re-route and comment screen" if called by the "mark as seen" button.

Change - Client.  Messages sent via add-on module Docman Messaging are show in audit trail view when "show only comments" is ticked.

Change - Client (Toolbar).  New user system preferences option controlling operation of "selected document".  This option switches preference between a physical move or copy of the document being filed.

Change - Client.  Previewing PDF's in the document view no longer locks the file.

Change - Admin.  Site summary report identifies if system update is possible or not.  If not, sites causing issues are highlighted in addition, sites who's maintenance expires within 14 days are listed separately.  Mainly applicable to  management of hosted implementations (INPS VES)

Change - Admin.  Site summary report can now be saved.  Mainly applicable to  management of hosted implementations (INPS VES)

Change - Admin.  Sites may be removed from multi-site installations allowing migration between servers.  The physical data must be removed manually.  Mainly applicable to  management of hosted implementations (INPS VES)

Fix - Admin (Autobackup).  Will no longer report failure if process unable to contact update server.

Fix - Scheduler (EDT).  Correct "error 5" generated when "EDT Only" check made in multi site environment.

Fix - Scheduler (EDT).  Updated style sheet to correct layout issues in NSS labs documents (Scotland only)

Fix - Client (Workflow).  Re-apply filter having marked a document as seen (when filter active).

Fix - Client (Workflow).  Templates applied that a workflow route applied would always be "sent in order" rather than using the workstations default setting.

Fix - Client.  Tidy up "grey area" after loading document from clinical system via toolbar when document preview is turned off.

Fix - Client (Export).  Change to wording when export fails.

Fix - Drop a Doc.  Windows resource errors may occur when dropping large numbers of documents onto the drop a doc icon.  The limit before seeing the error would vary based individual machine performance.  In order to prevent this occurring, if more than 10 documents are dropped, all documents are sent to batch manager.

Includes changes to database structure. Schema number changed to 19
   

 

Version Notes:

 

This is a minor update although recommended for all users.

 

Version: 71230 (4.7mb)

Date: 03/11/08

Priority: NORMAL

Change – BC. The new Business Continuity module “Docman BC” is fully integrated into 71230. Docman BC is a bolt-on module to Docman providing access to Docman Documents and Clinical System data in the event of a Docman and/or Clinical System failure.  This initial release supports GPASS only although the other API capable clinical systems will be supported very soon.

Change – Client (Workflow). The “Re-route” and “Comment or Action” screens have been combined into one screen. Using the new setting in “Options|When marking as seen”, you may choose to use this dialog when clicking the “Mark as seen” button. Shortcut keys are assigned to all options to improve keyboard navigation. The new layout is also used in Batch Manager when creating new workflows.
Change – Client (Workflow). The type of workflow may be edited from “Send in Order” to “Broadcast to all” after the workflow has been sent. It cannot be changed from “Broadcast” to “Send in Order”.

Change – Client (Workflow). Patient name is added to the workflow list (in place of workflow status) against each workflow. Only applies to workflows that belong to the “patient” section.

Change – Client (Workflow). A new option added to “View and List” menu called “View Document Details” adds document details column to the workflow list. This new column shows document description, organisation, department and person (sender) information at a glance and although the column is not typically wide enough to show all information at once on the average screen, mouse hovering “pops up” the full details in a tool tip.

Change – Client (Workflow). Each “pane” on the Workflow screen is now re-sizeable and their positions saved using “Options|Save Default Layout”

Change – Client (Workflow). The View, Workflow List and Workflow Route panes can be extended to full screen height by single clicking on the white arrow icon on the right hand side of the heading. Clicking again will return the pane height to its original size. Alternatively double click on the heading title.

Change – Client (Workflow). New “Bulk Re-Route” option allows *all* workflows in the inbox of a selected to re-routed to another user. This action requires the appropriate security option to be added against the user profile. On moving, the user is prompted to enter a reason for the move which is audited against each document moved.

Change – Client (Workflow). New “Browse Documents” option allows quick access to all other documents associated with the currently selected document. This option has a keyboard shortcut of Ctrl+D.

Change – Client (Workflow).  Calling the reset workflow option now shows the re-route screen which allows the route to be modified.

Change – Client (Workflow).  Add comments to completed workflow functionality restored.

Change – Client (Workflow). “W/F Modified” audit entry now also shows list of recipients.

Change – Client (Workflow). Full Workflow route (list of recipients) shown within the audit trail from initial send through to any route changes.

Change – Client (Workflow). Clicking on a comment in the “Workflow Route and User Comments” pane now opens up the document history screen (comments only selected) with the comment highlighted. Previously, the individual comment was shown in a plain dialog.
Change – Client. A new “View in Workflow” option added to the Document menu allowing user to jump directly to the workflow screen with the chosen document displayed. This option is not available if the logged on user does is not in the recipient list.

Change – Client. The “select mode” menu is now shown by default with all options greyed out. Clicking select mode, enables the options. This has been added to aid new users finding features that rely on “select mode” being enabled.

Change – Client. New setting added to user system preferences to make new workstations default to maximised screen layout (MAXIMISED_DEF=1 or 0). Setting affects Docman Viewer, Batch Manager and Workflow screens. Existing workstations will not be affected as they will have already recorded screen sizes which take preference over the maximised default setting.

Change – Client. Change to Workflow / Message notification so that notification popups are based on last time checked rather than total number present in the inbox/intray.

Change – Client. Comment icon shown against a document if sms/email message sent against it.

Change – Client. Internal Docman messages can now be sent to multiple recipients.

Change – Client. Multi-delete possible on Internal Docman message list (previously had to open each message and delete one by one)
Change – Client. Move the setting for EMIS LV “eaccess” share to configuration from local registry (the latter is retained for override purposes)

Change – Client. Change to Synergy API filing sequence in order to bypass the new PDS box causing issues when filing due to patient’s registration details being incomplete (missing nhs number).

Change – Client (Messaging). On the Viewer and Workflow screens, an icon in the status bar is shown if the messaging preferences for a patient have not been set. Clicking on the icon enables selection of preferred messaging type including the ability to turn off messaging for the patient altogether. The messaging preferences dialog can also be accessed via the “Options|Messaging Options” menu item. This change only applies to sites that have external messaging (email/sms via nhs mail) enabled.

Change – Client (Maintain Lists). Department added as selectable field in “filing match” details.

Change – Admin. Remove “Managed Server Site Merge” from Admin HTML

Change – Admin. New setting added to User System Preferences to disable the manual patient synching option on the Admin menu. Facility requested by INPS for Managed Server Installs of Docman. The default setting is Y (synching enabled by default).
Change – Admin. Allow "Delete Workstation" even when user is still logged in (date of last login displayed in order to help user identify old workstations).

Change – Admin (Autobackup). User prompted to reset last backup date when performing a manual backup.

Change – Admin (Autobackup). All "started" sites are shutdown (preventing user login) 10 minutes prior to a backup. After backup completion (successful or not) all previously started sites are restarted. Should a site fail to start, use the “start-up a site” option in Admin. The feature does not effect the Scheduler application which remains running throughout.

Change – Admin. Multi-site operation now performs the same as the client when logging in. Additional information has also been added to the site list (Site ID, Description, PIN, 3rd Party Ref and Nacs code) to assist managed server operators selecting the correct site.

Change – Admin (Patient Sync). GPASS does not hold a separate field for mobile number so during the patient sync process, if a telephone number is identified as a mobile number (starting 075, 077, 078, and 079) it is also added to the mobile number field in the patient section allowing SMS messaging via the messaging module.

Change – Admin (Patient Sync).  New user setting for PCS sites to allows synchronisation to take account of an "Opt In/Out character" which can  appended to the mobile phone number in the clinical system (generally Y/N).  This can vary between sites and therefore is inactive by default.  The setting is stored in MSG|OPT_IN and MSG|OPT_OUT - single character specified for each.

Change – Admin (Patient Sync). Trailing spaces removed from Forename and Middle name during patient synchronisation for Vision.
Change – Admin. Workstation description field added to help administrators identify machines and their location. Workstation list now shows the workstation description (if specified) as well as the last user to log in.

Change – Admin. In order to prevent multiple instances of the Scheduler being started, the workstation configuration screen allows a machine to be identified as the scheduler machine (just like identifying a scanning or thin client workstation). When one has not been specified (e.g. an edt user upgrading from an earlier version), the first machine to run the scheduler is automatically flagged as the scheduling workstation. It is still possible to run the scheduler from any workstation via the main menu for the purposes of viewing logs.

Change – Admin. Prior to running “check for new version”, the site ID number (PIN) is checked in order to ensure that it is valid and is within a valid support agreement. If unable to update, the reason for failure is available to the PCTI technical support team.

Change – Admin. When auto-activating a site, the site details are displayed onscreen for confirmation. This enables engineers to double-check that they are entering the correct PIN when commissioning new sites.

Change – Admin (SBAB). The Service Based Backup is now the default backup type for all new EMIS LV sites. When configuring an API as EMIS LV - on closing the screen the user is asked if they would like to configure the auto backup service if not already set. If they choose to do this, it will delete the startup and desktop icons for autobackup and then launch the service control manager screen to allow configuration.

Change – Admin (SBAB). When starting Admin on the Docman server, user is warned if the service is not running. If the service is not configured it will launch the service control manager to allow configuration.
Change – Admin (Help Desk Utilities). If the document check indentifies files in the wrong physical file location, the user is given the option to move them to the correct folder.

Change – Scheduler (EDT). New profile option of “Check practice code” for each collection type in order to allow override of NACS validation on collection.

Change - Scheduler (EDT). Option in Outlook Email profile to capture documents from email body rather than attachment to mirror functionality already present in imap emails collections (nhs mail).

Change – Scheduler (EDT). Failures occurring during multi-document collections from EDT Host do not effect subsequent documents within the same transmission.

Change – Scheduler/Client (EDT). Autofiling/Workflowing options added to EDT profiles. Enables documents of a defined type to be automatically filed against a patient and workflowed onwards without appearing in batch manager. If a patient match cannot be found, documents will appear in Batch Manager as normal. Facility is particularly useful for OOH messages that are always sent to a designated OOH workflow Inbox.

Change – Scheduler (EDT). Added “EDT Interop” component (required for EDT Host connectivity) to update and built awareness into client update mechanism.
Change – Scheduler (EDT). “EDT Interop” component moved to Docman Programs Folder and security permissions applied in order to allow across network operation.
Change - Scheduler (EDT).  When configuring pdfcreator for tif file conversion, the autosavedirectory path is stored as a full UNC rather than containing drive letter.

Change – General. Maintenance expiry warning wording changed to properly reflect state i.e. "Will expire on" or "Expired on". OK button present on the dialog in addition to 10-second auto-close timer.

Change – General. Any temporary files (inc local error logs on database disconnection) are now written to the <wintempdir> drive rather than the root of the local drive and therefore should no longer cause issues with “locked down” windows profiles.
Change – General. Added a visible “Help menu” added to Batch Manager, Document Viewer and Workflow screens. F1 is and has always been available throughout Docman, this option has been added simply to draw attention to it.

Change – General. User passwords encrypted within database. Existing clear text passwords are encrypted as part of the update.

Change – General. All little used components and controls have been removed from the application and replaced with common alternatives. This has reduced the overall application installation footprint for client and server installs.

Change – Installation. Mysql ODBC install for client (and server) is called silently by installation package rather than during client configuration.

Change – Installation. When installing a “fat clients” at branch sites, the “slow branch” setting is enabled by default. In addition, the entire process has been streamlined in order to speed up installation.

Change – Server Config. Force user to specify the default support provider during server configuration.
Change – Upgrade. Restored previous functionality whereby Intellisense templates are merged with the existing manual filing templates rather than overwriting them.

Change – Update. When adding configuration options to the configuration table, a pre-write check is made in order to prevent duplications. Any potential duplications are skipped and logged.

Change – Update. On update failure, all programs are restored (including any deleted files) along with the pre-updated database.
Fix – Client (Workflow). Corrected issue where a user could be removed from a WF route even if the WF has been to them but is no longer in their in-tray. Whilst the audit trail is correct the “workflow route and comments” pane in workflow could have been misinterpreted.

Fix – Client (Toolbar). Corrected issue with “hide inactive folders” option. If a patient was loaded using the toolbar without documents, loading another patient with document doesn’t rebuild the folder list.

Fix – IS Template Builder. Corrected issue whereby following an upgrade from an early versions of Docman (pre v7) the patient section could be incorrectly identified. This resulted in IS templates being added against the wrong section in Docman.

Fix – Admin. When commissioning a new site (e.g. additional site on a managed server), the current system version is now read from the site configuration table rather then the registry.

Fix – Upgrade (v6-7). Error fixed in Non-Patient Conversion routine where it was possible for the progress bar to generate an “invalid property value” error.

Fix – Scheduler (EDT). EDT Host collected documents that failed to convert to tif (if specified) were acknowledged as being successfully received by the scheduler. Any non-printed documents are added to a rejection list which is posted back to the EDT Host for retransmission.
Fix – Scheduler (EDT). Corrected problem with event log where the error description wasn’t being cleared from previous error.

Fix – Scheduler (EDT). Prevent warning message caused by auto deletion of edt inbox content when incoming messages fail validation.

Fix – Scheduler (EDT) . Prevent tif files being “re-tiff’ed” if a EDT profile is set to convert all incoming documents to tif files.
Fix – Update. Fixed error message stating "server gone away" message during download of updates since 71225.  The error can be ignored (by clicking OK) allowing update download to continue.
Fix – Update. Invalid HTML characters are stripped from news file prior to adding to Client/Admin menu’s

Fix – Update. In the event that a failed update containing new tables, the new table files were not automatically removed as part of the restore process. A retry of the update would then fail due to “table already exists” errors.

Includes changes to database structure. Schema number changed to 18
   

 

Version Notes:

 

Due to the number of screen layout changes on the workflow screen, user defined toolbars will be reset to default when applying this version.  Users who use a custom layout will simply need to re-add any buttons post upgrade.

 

Version: 71226 (2.6mb)

Date: 21/07/08

Priority: NORMAL

Change - Scheduler (EDT).  Practice code validation temporarily removed for NSS Labs for purpose of pilots.

Change - Scheduler (EDT).  Prevent auto clear of inbox if fail to validate contents.  This is a change to previous intended operation and was required for NSS Labs processing.
Change - Client (Existing Docs).  LV existing documents routine now defaults to "\<servername>\eaccess\".  Browse for folder is removed and replaced by input box for correct entry.

Change - Admin.  Remove any existing Scheduler shortcuts during auto-creation in order to prevent duplicates.

Change - Client.  NHS Mail hyperlink no longer dependant on 'Patient' section being present.

Fix - Client (Workflow).  Allow SMS messages to be sent directly from Workflow comment dialog.  Effects messaging pilot sites only.

Fix - Reports.  Correct issue preventing running of reports module from main menu (effected some sites who upgraded to 71225)

Fix - Scheduler (Event Log).  Correct issue where event log was passing invalid error string even if routine was successful.
Fix - Client (Toolbar).  When searching sections only with items (i.e. Address Book) the search screen was unable to retain focus due to toolbar being forced "always on top" since 'Document Viewer' GPASS fix in 71225. 
   

 

Version Notes:

 

This minor update is required for NSS Labs pilot sites (Scotland only).  This patch version has also been used as an early opportunity to correct minor issues discovered post general release of 71225.  There are no database updates in this version.

 

Version: 71225 (3.9mb)

Date: 30/06/08

Priority: NORMAL

Change - Client.  Revised Docman main menu.  Click here to view.

Change - Client.  New option on menu to access NHS Mail account via an integrated web browser.

Change - Client.  Integrated support call logging & tracking for PCTI support customers.  This feature enables calls to be logged from the Docman menu directly into PCTI's support management system.  Information can be exchanged between support and the user in real time without having to make a phone call.  Users are then able to track the progress of calls via this same option.  Please Note: This facility is not available to customers in Scotland (who are 1st line supported by Microtech) or users of Vision (who are 1st line supported by INPS).  For these customer, the support links in the 'Information' section direct users to the appropriate web page at Microtech or INPS.
Change - Client (Maintain Lists).  New User Access option in order to launch scheduler from Client.  The default is inactive for all users.  The Docman server ignores this setting since it runs the Scheduler.
Change - Client.  Last Successful backup date shown on main menu.

Change - Service Based Auto Backup.  For EMIS LV users who periodically experience failure to synchronise patients, we have introduced the ability to configure Auto Backup as a "windows service".  The PCTI support team have determined that some (but not all) LV systems close running network processes overnight causing the Docman scheduled auto backup process to end.  For further details, please click here

Change - API (EMIS LV & PCS).  Latest versions of EMIS API (2.1a) for PCS is distributed with this version.  Build numbers: 2008.4.3.1423.  LV API (2007.12.19.2) was not shipped due to change in functionality in GetAttachments preventing "Show Existing Documents" from working.  Hopefully will be addressed with a permanent solution in 71230.

Change - Scheduler (EDT).  Updated xml stylesheet for rendering NSS Lab results.

Change - Scheduler (EDT).  Updated xml stylesheet for rendering SCCRS results.

Change - Scheduler (EDT).  NSS Labs - Department field extracted from "DocumentCategory" in XML rather than Department tag.  All documents described as "Results" and linked to Labs folder by default.
Change - Scheduler (EDT).  EDT based Docman Import - Added support for non-encoded Docman Export files which is the default method for Scotland.
Change - Scheduler shortcuts created automatically when scheduler option select on Docman server for sites with EDT or Messaging enabled.
Change - Scheduler (EDT). Transmission logs available by selecting the Scheduler icon on non-Docman server workstations.
Change - Scheduler (EDT). Support for Adastra message collection via an EDT Host.
Change - EDT-H Interop installer added to \utility directory.  Required for EDT profiles with EDT Host connectivity (Scheduler machine only)
Change - Admin.  Force update of news from admin menu by pressing Shift+F10
Change - Admin.  Check that support provider has been specified, if not, displays Site details screen for selection.
Change - Admin.  Added licensing mechanics for forthcoming BC module
Change - Help.  Update to reflect changes to menu's.

Fix - Client (Summariser).  Correct typo in set priority list (Vision only)

Fix -  Client (GPASS). Corrected issue whereby the Document Viewer not always achieving focus when being called from Docman's Clinical System button and also when being loaded automatically by the embedded GPASS ActiveX control.

Fix - Client (Batch Manager). Correct problem when identifying duplicate documents if same patient has had multiple documents with same details filed on the same day.  Duplicate doc checking was introduced in 71220 and can be disabled.

Includes changes to database structure. Schema number changed to 17
   

 

Version Notes:

 

Due to issuing of new a API, all EMIS PCS users should update to this version as soon as possible.

 

Version: 71220 (7.6mb)

Date: 13/05/08 

Priority: NORMAL

Change - Scheduler.  Context sensitive help added.

Change - Scheduler. Event Logging and Auditing (ELA) added to Scheduler enabling users to view and search a detailed history of all collections for a given EDT task. This supersedes the existing text log system for EDT collections.

Change - Scheduler (EDT). Docman Import provider added for EDT task type.  This feature allows automated importing of "Docman Export" files delivered to a specific directory.  Particularly benefits "Docman Exports" transmitted to Scottish sites electronically over eLinks.

Change - Server / Client Install.  If using a Firebird version of Synergy, ODBC driver installation is automatically launched.

Change - Client / Admin.  Support for Synergy versions using a Firebird database (in place of Interbase).  Synergy sites migrating from Interbase to Firebird should contact technical support for simple step by step instructions in order to reconfigure Docman.

Change - Client (Batch Manager). Integration with ELA means that EDT document entries are updated when filing so that a documents current whereabouts/status is visible from the ELA in scheduler.

Change - Client (Batch Manager). Confirmation prompt added to filing routine when the read-code filing screen is cancelled.

Change - Client (Toolbar). The filing option that allows filing of an open Word document, now filters out open documents created from within EMIS and Vision clinical systems.  This prevents users inadvertently selecting a wrong document when using this option.

Change - Client (Users). Added NHS Mail configuration against user details. This feature is currently disabled but will eventually allow individual users to send "user" messages via the Messaging module over NHS Mail.  It will be implemented along with full NHS Mail integration in the next version.  User messaging may be turned on or off on an individual user basis.
Change - (** New module Messaging). This is a new module that allows users to send external messages over NHS Mail to patients via SMS Text or Email.  This initial release is available to invited users only prior to the complete version which will be available to everyone in the next version.  Seamlessly integrated into the Docman client (workflow and document viewer), a user may add a comment to a workflow as SMS or Email message eg.  "Please contact the Surgery on 01977 66 44 88 to make an appointment with your GP".  All messages  are queued in the "Message Processor" (in Scheduler) which makes a connection using the practices' NHS Mail account and delivers the messages according to a preferred delivery schedule.  Messages are classed as "system" or "user" messages.  System messages are delivered via the practices' generic NHS Mail account and are those that do not require a response from the recipient.  User messages are sent using the NHS Mail account assigned to the Docman user which may or may not require a response.  User messaging is disabled by default in the this release but may be switched on at a practices request (assuming a license for messaging is present).  Please note, the ability to send SMS/Email messages depends on ability to sync Mobile and Email address information from clinical system and the presence in the clinical data.  All clinical systems allow extract of both fields via their API's apart from GPASS which currently only allows Email.  EMIS LV users must assign custom fields for Mobile and Email address which must be assigned in CLINICAL_SYS | EMAIL_FIELD_NAME and CLINICAL_SYS | MOB_FIELD_NAME. 
Change - Scheduler. In order to support the new "messaging" task type in Scheduler, all tasks can now be configured to run on an interval rather than at a specific polling time.  Where conflicting times exist, EDT tasks take priority.

Change - Client (Users). Email signatures may be recorded against user when user based messaging is enabled.

Change - Client (Maintain Lists). Added Filing Field Match options. These fields which are configured automatically as part of the update are used to determine whether a document matching specified criteria already exists when filing in order to reduce the chance of a duplicate document being filed.

Change - Client (Document Viewer). Prompt added to Document Export with the option of Retry, Continue and Cancel where the export has failed to delete a document.  Failed exports will not overwrite existing ones.

Change - Client (Document Viewer). Re-word of “Remove Documents” prompt during Document Export for Scottish sites. Now reads “Archive documents from the patient record on completion of export. (Recommended)."

Change - Client (Document Viewer). Re-word of “Paper Records” prompt during Document Export. Now reads “Is the patient record fully scanned into DocMan? Yes - Fully scanned. No - Paper records exist."
Change - Client (Document Viewer). Smooth scrolling has been disabled when viewing documents through thin client sessions.  This improves document viewing performance on managed server and branch sites using Windows Terminal Server or Citrix.
Change - Client (Lightweight Viewer). Added preview functionality for PDF’s, DOC’s, HTML, PNG, BMP, JPG and GIF. Each document type can be selectively switched on/off in Full System Prefs.
Change - Client (Document Viewer). Added ‘default Gpass view’ option, which can be used to specify which Gpass view to open by default when clicking on the ‘Clinical System’ button.  Available from Gpass version 6116.
Change - Client (Workflow). Patients' Reg GP and Usual GP (if available) now shown clearly in the filing details information on the Workflow screen.
Change - Client (Workflow). System Based Messaging option.  As mentioned above, allows for "message type" comments to be sent to a patient using a practices NHS Mail account.
Change - Client (API).  API call added allowing GPASS clinical system to close Docman on the local machine.
Change - Admin. Added Site Status report to Admin Main Menu.  Useful for managed server administrators pre-update in order to check maintenance renewal dates and database schema numbers.
Change - Admin. Amended user synchronisation routine to discount entirely numeric user ID’s from the clinical system.

Change - Admin. New optioned to manually start processing of all Web Service Messages.  Web services messages are now used for activations, site details updates, licensing and renewals.  Web services communicate over http rather than (as in previous versions) a direct database connection to PCTI's licensing and renewal server.
Change - Admin (License Manager). Added auto-license and renew to license manager (see previous point).
Change - Admin (License Manager). Added license for new "Messaging" module.

Change - Admin (Site Details). Added 'code' box against site details.  Will be used to hold 3rd Party reference number. LV/PCS references will be saved automatically when setting API connection details.
Change - Admin (Site Details). Added ‘Auto Update’ option to update a Docman sites details via a Web Service Message.
Change - Auto-Backup. Failed Patient syncs are no longer defined as backup failures.

Change - Auto-Backup. Processes all Web Service Messages and as a result automatically renews maintenance.  Renewal messages are automatically generated when payments are receipted in the PCTI system which is generally in advance of maintenance expiry.  This will mean that in the vast majority of cases, practices will not need to contact PCTI for a renewal activation.  Sites who's systems do not have internet access (ie managed server sites) will still need to call for renewal activation codes.

Change - Auto-Backup. Backups that fail to connect to the clinical system API as part of patient sync will now return a more comprehensive message.

Change - Update Mechanism. Client registering is now silent.

Change - Update Mechanism. Prior to running in a server update. the sites maintenance is checked is aborted if maintenance has expired. This effects both single and multi-site installations.

Change - Update Mechanism. Site shutdown sequence now automates the closure of the Scheduler, Auto-Backup, Document Viewer, Lightweight Viewer and Admin Main Menu.

Fix - Client (Users). Prevented "Add New Users" option adding numeric only Users ID's

Fix - Client (Workflow). Corrected occasional errors received relating to the loading of the Workflow toolbar if a custom layout file is corrupt. The error message is suppressed and custom layout file removed automatically.

Fix - Admin. Admin process terminated automatically if it fails to load from an invalid location.

Fix - Admin (Full System Prefs). Settings list no longer expands when saving details.  Last position in list is maintained.

Fix - Client.  API.  Corrects permissions issue on INPS VES sites using document extraction method for CAB referrals via RMD process.

Fix - Client (Docman Export).  Prevents resource issues error/crash when exporting 60+ documents on systems with sub 500mb ram (systems with more can export more before hitting the same problem).  Issue only occurred if the documents were set to be deleted from Docman as part of the export.  This option is set by default in Scotland since Docman Export is used to provide a gp2gp style interim solution.

Fix - Update Mechanism. Collection of System 32 path routine changed in order to correct installation issues for NT4 systems with non-standard system file locations.

Includes changes to database structure. Schema number changed to 16
   

 

Version Notes:

 

This version introduces "Messaging" which enables external Email and SMS integration via NHS Mail.  An annual  license for Messaging must be purchased from PCTI in order to use these features.  Pricing will be made available prior to the launch of the module in the next version.

 

Version: 71218 (4.3mb)

Date: 11/01/08 

Priority: NORMAL

Change - Auto Backup Service.  Auto backup and patient sync can now be run as a "windows service"  allowing the Docman server to be logged off when unattended.  Option to turn on service via full system preferences and therefore configured in conjunction with an engineer / member of support.  

Change - Auto Backup Service. Errors reported to windows event log allowing managed server operators to monitor with system management tools.

Change - Update Mechanism.  The schema number for all sites checked prior to running in updates on managed server systems.  Alerts managed server operators to database schema mismatches prior to running in an update in order to take corrective action.
Change - Update Mechanism.  New option in Full System preferences allow prevention of further updates.  Used when planned migration to managed server is known and need to prevent a site upgrading beyond current managed server platform version.

Change - Scheduler (EDT). Collection of documents from PCTI EDT Host system

Change - Scheduler (EDT).  Initial support for Adastra OOH messages sent in XML format

Change - Scheduler (EDT)  If Docman API unavailable when attempting to post documents received, an auto re-reg takes place.

Change - Scheduler (EDT).  In the event that the 'unfile from Docman' api method fails, a more comprehensive message is displayed.

Change - Scheduler (EDT).  Warn user of conflicting times when starting scheduler.  Effects systems running multiple sites off a single Docman server or systems running multiple scheduled tasks.  Task will be disabled with message explaining reason,

Change - Scheduler (EDT).  Scheduled time debugging registry option to monitor start/stop and task start times.

Change - Scheduler (EDT).  Check if process already started by another user on a terminal server and if necessary  shutdown automatically.

Fix - Admin/Auto Backup - Prevent showing any UI being displayed throughout the process.  In particular corrects 'dialog popup' problem caused by Gpass api being inaccessible during process.  Errors now reported correctly to backup log file.

Fix - Scheduler (EDT).  Fixed next run time not updated after scheduled task until task list refreshed.
Fix - Client (EDT).  Relocated 'check edt document' so that visible on 1024x768 screen - had been moved following document viewer update in 71215
Fix - Client (API).  Corrected vis_DocExtractSingle API routine for INPS CAB routine for VES.  Full permissions on application root no longer required.
Fix - Client (Batch Manager).  Check that originator ID is not added twice to original document ID when document filed to a patient.  Update mechanism corrects any instances found as part of this update.  This allows the EDT document checker to work without specifying originator prefix manually.
Change - Client (Users).  Added 'code' box against user details.  Will be used to hold GMC number for clinicians.

Change - Admin/Auto Backup - This update forces enabling of the setting for Incremental (see 71217) and Nosync Count (see 71215).  Applies to all EMIS LV and PCS sites.

Includes changes to database structure. Schema number changed to 15

   

 

Version Notes:

 

This update contains a new API (em_pacc.dll) for EMIS PCS

 

Version: 71217 (2.3mb)

Date: 4/10/07

Priority: NORMAL

Change - Admin/Auto Backup - Option added to User System Preferences allowing Incremental Patient Sync to be performed rather than a full sync for EMIS LV/PCS sites.  Enabling incremental sync vastly reduces the amount of time required for the overnight auto-backup and sync process.  Where  large sites are currently taking hours to sync, it will only take minutes.  To enable, change the value of Clinical_Sys | INCREMENTAL to Y.  Having set this option, the next time a sync is run, a full sync is performed in order to set the date value of Clinical_Sys | LAST_SYNC.  Thereafter an incremental sync is performed using the LAST_SYNC date as the starting point.

Change - Admin.  EMIS sites can choose to run a full or incremental sync from the manual sync option irrespective of the INCREMENTAL option setting.

Change - Scheduler (EDT). Full support for NHS Mail (IMAP) EDT collections.

Change - Scheduler (EDT). Collection alerts sent via email or sms address for NHS Mail based EDT collections.

Change - Scheduler (EDT)  Collection of Out of Hours reports sent from Adastra OOH systems.  Meta data extracted from reports providing automatic patient matching and document indexing.  Huge time saving over manual scanning/attaching, matching and indexing.

Change - Scheduler (EDT) Print to TIF support for PDFCreator (freeware under GPL licence available from here).  This application installs a print driver allowing any printed document to be saved as a TIF document (as well as other formats including PDF).  Docman EDT automates printing of TXT, DOC, RTF, PDF  and HTM to this printer driver where EDT profiles specify "print to TIF".  Support for Peernet eTiff is retained.

Change - Admin.  New option for iSoft Premier synchronisation allowing sync of specified registration types.

Change - Client.  Changes relating to support of current release of GPASS 2007 beta.
Change - Client (API).  Changes relating to support of SCI Gateway integration.
Change - Client (API).  API added for DGRI backscanning project

Includes changes to database structure. Schema number changed to 14

   

 

Version Notes:

 

NHS Scotland sites will require this version in order to interact properly with SCI Gateway.

 

Version: 71215 (9.7mb)

Date: 10/09/07

Priority: NORMAL

Change - Registry setting added (TS_IP) in HKCU allowing managed server implementers to script a users database IP based on user profile.

Change - Admin.  User based licensing model added for secondary care implementations.

Change - Client (API). Various changes to support Integrated SCI Gateway due to be released later this year. 

Change - Scheduler.  Initial support for collection of attachments from NHS Mail

Change - Client (API).  Added scripted update option allowing managed server implementers to launch client updates silently via a new api call

Change - Image Browser.  PgUp/Dn and Ctrl ArrowUp/Dn scroll values calculated dynamically for increased re-draw speed in thin-client environments. Effects Document Viewer, Batch Manager, Workflow.

Change - Scheduler (EDT).  Updated EDT mechanism for GePMail collections
Change - Client (Export) - Changed wording and default option if configured as a Scottish site.
Change - Client (Export) - Notify user if export has already been run on current patient
Change - Reports.  Now able to search for documents that are 'Not in a Folder'

Change - Added initial support for GPASS 2007 beta.  To switch from GPASS 5.x to 2007, change the value of Clinical_Sys | RC_FIELDS to 2000
Change - Client (API) - Public method added allowing 3rd parties to obtain the Docman API version number.
Change - Admin/Auto Backup - Option added to User System Preferences allowing Count phase to be skipped during EMIS LV and PCS patient syncs.  To enable, change the value of Clinical_Sys | NOSYNC_COUNT to Y
Change - Client (Docman Viewer / Workflow).  Re-introduced Vision API call made by Clinical System button used to display a clinical system patient record for the Docman current user.
Fix - Client (Search).  Ensure colour of list entries is consistent with patients status (active/inactive) when performing multiple searches.
Fix - Document Viewer - Annotations now saved if switching between annotations on/off
Fix - Client (Intellisense Patient Match) - Removed obscure characters during patient recognition which would sometimes prevent match on NHS No / CHI Number often when placed in tables or alongside graphics.
Fix - Client (Intellisense Summariser) - Corrected occasional error when retrieving medical history from EMIS PCS.
Fix - Client (Batch Manager).  User prompted to specify section if attempting to Intellisense a document without specifying a filing section.
Fix - Client (Batch Manager).  Warn user if adding a workflow user with a lower user level than the document being workflowed.
Fix - Helpdesk.  Intellisense Template builder can now be used on multi-site installations.

Includes changes to database structure. Schema number changed to 13

 

Version: 71213 (2.8mb)

Date: 30/05/07

Priority: NORMAL

Change - Client.  Warning displayed on menu if successful backup not performed within the last 5 days.  This value can be changed by modifying the user preference in the admin module.

Change - Scheduler.  New EDT providers added for GePMail and Hereford Hospitals Trust

Fix - Client (Intellisense).  Error 5 detecting some non-standard date formats since 71212

Fix - Client (Existing Docs).  Corrected problem whereby some existing documents under EMIS LV were not retrieved due to filename format.

Change - Update Mechanism.  On successful completion of the 71213 update for sites running EMIS LV, a document migration utility converts any documents previously filed in EMIS prior to 71208 to a format acceptable by GP2GP, CAB and other systems that interact with documents held in LV.  Similar utility to follow for PCS sites.

Includes changes to database structure. Schema number changed to 12

   

 

Version Notes:

 

All EMIS LV sites that were installed prior to 71208 (Feb 2007) should update immediately so that all documents in EMIS are acceptable to GP2GP, CAB etc.

 

Version: 71212 (2.6mb)

Date: 03//05/07 

Priority: NORMAL

Change - Document Viewer.  Image browser now supports RTF file preview

Change - Document Viewer.  Added right click menus to document viewer for TIFF files

Change - Client (Docman API.)  Added interactive document selection for SCI Gateway integration.

Change - Admin (auto-backup).  If Intellisense activated, the patient match file (ISPATS.OCR) is generated as part of the auto-backup routine each night.

Change - Admin.  Redesigned menu.

Change - Client.  Redesigned news mechanism (supports provider targeted news).

Change - Client (Batch Manager).  Re-instated auto-stamp of selected pages.

Change - Added API for Lawware.

Fix - Helpdesk Utility.  Correct problem with bulk insert for Vision if scheduled time after 00:00.

Fix - Client (Toolbar) non-html based Outlook emails are converted to html prior to extraction and adding to Docman to be saved as HTM files.  Supports Outlook 2003 & 2007.

Fix - Client (Intellisense).  Successful match made on NHS & CHI numbers even if formatted with spaces in the text.

Fix - Client (Summariser).  Prevented adding the & character in the free text window when filing to Vision

Fix - Client (Toolbar).  Added new title of 'Mst' to GV Toolbar.

Fix - Client (Summariser).  Summariser now records read codes in the full history screen in PCS.

Fix - Client (Workflow).  The refresh workflow list option enabled if zero workflows in workflow list

Fix - Client (Intellisense).  Successful match made on dates formatted with full stops that also had a full stop trailing the date eg 01.01.1980.

Fix - Client (Intellisense).  Successful match made on dates formatted with commas within the date eg: 9th December, 2006

Includes changes to database structure. Schema number changed to 11.

 

Version: 71210 (3.3mb)

Date: 13/04/07 

Priority: NORMAL

Change - Client.  New image browser control includes additional preview support for the following 'document' types: PDF, DOC (Word), HTML, XML, TXT, and the following 'image' types: JPG, GIF, PNG.  In order to preview the 'document' types without opening an external application, the appropriate application must be pre-installed on the viewing machine.  Office 2000 or above and Adobe Acrobat Reader v8 are recommended if you wish to enable automatic preview for these document types.   Acrobat v8 (without the Google toolbar) can be downloaded from here.  Use the icon on the left to download the full reader from Adobe's web site.

Change - Client.  Automatic preview of DOC and PDF may be turned on/off via options on TIF image toolbar.

Change - Client.  New image browser deployed in Document Viewer, Batch Manager, Workflow, Existing Docs (EMIS & Synergy only), and the lightweight image viewer (LV slowbranch).  Toolbar moved above image and is replaced by an application specific toolbar when viewing a 'document'.

Change - GPASS Tab.  The main document viewer window opened automatically when clicking on the PCTI Docman tab in Gpass if documents present for the selected patient.  If no documents are present, the tab is displayed with a list of options.  Whilst the non-previewable document list has been removed, there are no extra key clicks involved.  The result is a an interface consistent with all other clinical systems.

Change - Client (Workflow).  If document rotated, image is saved.  Previously re-orientation was only saved in batch manager.

Change - Client (Batch Manager).  Improved filing speed when filing all pages in a batch (document filed as one rather than being built page by page).

Change - Client (Batch Manager).  Web site addresses may be filed from the capture menu.

Change - Client (Toolbar).  Outlook emails filed from the Docman toolbar are now re-rendered as HTML rather than being left as MSG files.

Change - Client (Existing Docs) for Synergy and EMIS is now enabled by default following positive feedback from customers.

Change - Updated LV and PCS filing schema's to support a required change to the EMIS AREC data structure.

Change - EMIS LV Migration utility enabling automated replacement of any previously filed XXX files with XX2 originals in order to support GP2GP and Choose and Book in England.  Initially, the utility will be started manually at selected sites until EMIS have rolled out the necessary changes to all sites.  After which, the migration utility will be started automatically at the end of a subsequent auto-update (see 71213).

Change - User warning to run document validation check (via the Helpdesk module) following database restore if new document count is different to old document count.

Change - Helpdesk.  Document validation checks that documents are in the correct parent folders.

Fix - Toolbar (GPASS).  Fixed error shown when clicking on 'Patient Documents' button.

Fix - Client (Batch Manager).  Prevent modification of batch (add page and annotation) if lock status set by another user.

 

 

 

Version Notes:

 

All EMIS sites should update immediately following underlying changes to document and read code filing to support GP2GP

 

Version: 71208 (6.6mb)

Date: 26/02/2007

Priority: NORMAL

Change - Support added for iSoft Synergy Enterprise API (iSofts centrally hosted version of Synergy).

Change - Updated filing method for EMIS LV/PCS enabling support for GP2GP and Choose and Book in England.  .XX2 files are sent to EMIS in place of .XXX reference files.

Change - Admin Module. Support provider added to site details screen.  Feature provided in advance of support provider specific error and notification messages which will follow in a later version.

Change - Admin Module.  Switching between LV & PCS copies in and registers the correct version of the EMIS API and sets a workstation registration on each client.

Change - Admin Module.  Patient sync for LV/PCS modified for inactive patient types (now based on value of <RegistrationStatus><CurrentStatus><Code><Value>  in XML rather than <Medicalrecord><Registration>)

Change - Admin Module (auto backup).  'localapps' registry switch allows application to be run locally in auto-backup module and self update when a new version becomes available in the main programs directory.  Configured by support in the case network problems causing application crash.

Beta - Client (Existing Docs) for EMIS.  LV/PCS users can use the new 'existing documents' button on the document viewer to access documents held in the clinical system but not in Docman.  Access to this beta option is by request only.  A future release will include this option by default based on user feedback of 71208.

Change - Client (Maintain Lists). Warning message re-worded to reduce number of practices deleting all their departments.  Any filing list with >1 item has a critical warning explaining that deletion of the list will result in all its associated items (eg departments) and a full restore will be required if performed by mistake.

Change - Client (Maintain Lists).  Prevention of removal of 'administer system' rights for ADMIN user

Change - Client.  Revision to SCI Gateway API to support call from script as requested by NSS

Change - Client.  Revision to Pocket Vision API as requested by INPS

Change - Client.  Scroll value increment increased when viewing documents. Improves redraw requirements and therefore improves speed on Thin client workstations.

Change - Client.  Added date picker to Event Date box on summariser.

Change - Client.  EMIS LV 'slowbranch' registry option added. Allows LV workstations running over a slow branch  link to view documents outside of the Docman client application. If viewing a TIF or XX2 file, the original document held in EMIS is opened (rather than the one held in Docman). If viewing an XXX file reference, the file details are obtained from the Docman database and the document is viewed in the appropriate viewing application on the viewing machine.  If document is a TIF it is viewed using the a built in 'lightweight' viewer.

Change - Client (Export/Import).  Various changes requested by PSD to enhance existing Docman eLinks solution (mainly applies to Scotland)

Change - Client (Export). CD based Document Browser creation routine uses a renamed autorun.inf file in order to create an auto-running CD Browsers.  Prevents conflict with default McAfee settings.  CD build will also be changed to reflect this change.

Change - Client.  Alternative term filing now supported Synergy.  User now warned that alternative terms are not supported by other API's (currently Synergy Enterprise or Vision) when selecting from the read code browser.

Change - Scheduler (EDT).  Updated Kings College collection to support additional meta-data in source messages.

Change - Scheduler (EDT).  Updated Cornwall (RCHT) collection with more stringent meta data checks.

Change - Helpdesk.  New option to export list of sites and their version numbers. For use in Managed Server (Hosted) environments where no Internet access available. Files are emailed to PCTI in order to maintain version info held by PCTI for 2nd line support purposes.

Change - Scheduler.  'localapps' registry switch allows application to be run locally and self update when a new version becomes available in the main programs directory.  Configured by support in the case network problems causing application crash.

Change - Client.  Change to support version 2.11.1.51 of Premiere.  Detects application when using toolbar following window caption change by iSoft.

Fix - Client.  Corrected unknown column error when copying/moving documents (error introduced in 71207)

Fix - Client.  Page Up/Dn keys didn’t work when in full screen mode unless you clicked on the image first.

Fix - Client (Workflow). Actionable Comment is no longer retained if checked and then subsequently unchecked.

Fix - Client. When adding a diagnostic read code to the summary list the date used is the event date of the document rather than the current date.

Includes changes to database structure. Schema number changed to 10

 

 

 

Version Notes:

 

All EMIS sites should update immediately in order to ready themselves for implementation of GP2GP.

 

Version: 71207 (8.2mb)

Date: 22/01/2007

Priority: NORMAL

Change - New Reports module added.  Accessible via main menu F9 as long as user has permission.  All users with access level 9 will automatically be granted access as part of the upgrade process.

Change - Admin Module.  Check for new version now supports passive/non-passive ftp file transfers and individual file re-tries improving reliability.  New update server added as primary site for updates.  Trips to PCTI in-house update server in case of persistent failure.

Change - Helpdesk. If you do not provide an activation code, you can get `limited access` to certain features that would either be required by a user from time to time (check prog versions) or by 3rd party engineers. Vision and EMIS specific functions are now enabled/disabled depending on the configured api.

Change - Admin Module.  New `Site Details` option allows user to specify a NACS code. Check is made when starting admin and user is asked if they want to add it now. Can also change the program name (Docman/Vision Docman).

Change - Admin Module.  After db restore, admin program is closed down in case any settings have been changed (ie restore following update failure that contained db changes)

Change - Added 3 new PBC fields to document filing (patient cabinet only) to support PBC reporting. Requires setting of user option from user system preferences.   The default for this value is 0, and if so, the new fields are not displayed.

Change - Client.  Revisions to SCI api. Addition of EMIS, iSoft API`s for GP2GP.

Change - Client.  Release version of API for Vision's Integrated GP2GP & Choose & Book solution. Applicable to Vision DLM 240 and above.

Change - Helpdesk.  Start time for INPS Correspondence Manager Import can now be scheduled.

Change - Helpdesk.  Vision Bulk insert allows individual hours of operation to be specified.  Preset defaults available for LAN/VES.

Change - Admin Module.  Addition of Support Provider flag.  New option in User System Preferences.

Change - Scheduler.  New EDT Providers added: Cornwall & Kings College.

Change - Revision to auto-patient matching on CD Import (specifically for eLinks and CHI no matching). Requires Support Provider to be set to "M".

Change - Update program writes database record of pre-update backup for simple restore via Admin should an update fail.

Fix - Batch Manger (EDT) If filing a multi-page EDT doc and you only select the first page, you are prompted if you want to file both. If you say yes, it still only files the ones you selected originally.

Fix - Prevented files with 4 char file extensions being added to Batch Manager and Drop a Doc. Also prevent Microsoft Office Scrap files being added as these files cause problems when exported and viewed off-site.

Fix - Scheduler (EDT) Apostrophes in XML surname tag translated correctly.

Includes changes to database structure. Schema number changed to 9

 

 

 

Version Notes:

 

This is the recommended minimum version for INPS Correspondence manager conversions.

 

Version: 71206 (2.6mb)

Date: 10/11/2006

Priority: NORMAL

Change - Removed maintenance reminder message when logging into to Docman via the GPASS tab

Change - Modification to new repositioning method in Batch Manager introduced in 71205

Change - Batch Locking based on Workstation rather than User+Workstation.  Workstation locks cleared on access/exit of Batch Manager screen.

Change - Event date can now be modified when summarising Read Codes into Synergy

Change - Scheduler - Modified system tray icons and removed non-essential graphics  on dialogs.

Change - Logging of conversion process updated (INPS CM conversion)

Change - Update mechanism launches client following last update if client has changed (always for EDT enabled sites, optional otherwise) in order to ensure that the Docman API is properly registered on the Docman server.

Fix - Event Date changeable in when filing attachments to Synergy

Fix - Scheduler fired events when icon indicated event as being paused

Fix - Update to update mechanism to support changes to site control file in multi-site Docman implementations

 

Version: 71205 (3.05mb)

Date: 27/10/2006

Priority: CRITICAL

Change - GPASS Formulary Synching (inc options in summariser and term browser)

Change - New 'Batch Locking' Mechanism (designed to assist practices with multiple filing workstations)

Change - Option to clear all batch locks available to admin users only from Batch Manager menu

 

Change - Implementation of v2 of the EMIS LV API (PCS remains v1)

Change - New read code filing xml which allows additional qualifiers to be set at time of summarising (Active problem etc)

Change - IS Summariser defaults to document event date rather than current date when adding read code entries (excludes Synergy which uses current date)

Change - Workflow and Batch manager lists reposition at last entry used (or closest possible)

Change - Graphics on main menu re-sampled to reduce file size (user icons changed)

Change - User list now displayed in ascending user id order

Change - Sort order in Workflow list takes account of order documents were workflowed (time-wise)

Change - Synergy Filing - dormant read codes identified with [D] prefix in problem list

Change - Screen position (not just size) saved on main screens in order to assist summarising

Change - Option to save export location

Change - New Docman API method for INPS which allows extraction of single document (for CAB integration)

Change - Various changes to INPS Correspondence Manager Import Routine including updated INPS WriteToLetters api to support bulk insertion of document links.

Change - EDT - Optional batch title on incoming messages to assist user prioritisation

Change - EDT - Audit deletion of EDT batches

Change - EDT - Process report

Change - EDT - Error notification via Docman messaging

Change - EDT - Implemented urgency flag

Change - EDT - Match on partial forename in Batch manager to improve match rate (hospital providers generally have different, partial  or missing middle names)

Change - EDT - Outlook object used for mail based EDT systems

Change - EDT - Email only removed from outlook when document successfully filed via Docman API

Fix - IS filing ignored first word in document

Fix - Unable to scroll users in workflow recipients list if became longer than space on screen

Fix - If blank patient id found on LV sync, correct typo which previously reported problem with PCS

Fix - IS Summariser - Error if adding all read code items from the 'detect diagnostic' list

Fix - Premiere filing error when filing on dates where document had been manually filed without an extension

Fix - License manager reporting No licenses after activation if EDT not activated

Fix - Document list obscured (if saved screen size maximized) next time document viewer used

Fix - Remove apostrophe escape sequence passed back in PCS patient sync (in forename and street fields)

Fix - Remove spaces and full stops from user sync (all clinical API's)

Fix - Warning message prior to performing a user sync

Fix - Element not found error when viewing workflows added by a user with 'imported' lower case user id

Fix - Element not found error when viewing docs using toolbar and default folder set - generated if the selected patient has no documents in the default folder.

Fix - IS Template Builder to prevent duplications of any pre-existing templates

Includes changes to database structure. Schema number changed to 8

 

 

 

Version Notes:

 

All EMIS LV users should update immediately in order to implement the new EMIS API.  EDT users should also update immediately.

 

Version: 71203 (897k)

Date: 13/09/2006

Priority: LOW

Scheduler update for EDT (xml based systems)

Exclude full stops from user name during Workflow to Docman upgrade

Docman image viewer (stub) changes necessary for viewing documents in Docman 7 viewer originally filed by ScanAgent Workflow

Fix to ensure non-deducted dead patients shown as inactive when using EMIS LV/PCS api's

Add house name, locality and county to LV/PCS patient sync

 

 

 

Version Notes:

 

This version considered minor unless running EDT or have upgraded from ScanAgent Workflow

 

Version: 71201 (2.9mb)

Date: 19/07/2006

Priority: NORMAL

New switch to 'hide inactive patients' on patient search options

Option to retain last <n> days when deleting all completed workflows

Hide inactive folders is now the default workstation setting in the document viewer

Show preview is now the default workstation setting in the patient search screen

Added 'Intellisense Template Builder' to Helpdesk module.  This allows automatic creation of IS templates for NHS organisations based on your region.  Source data file correct as at June 2006.

Added 'Document Search and Move' to Helpdesk module.  This allows documents to be moved between folders based on a document description search.

Added 'Vision Correspondence Manager' Import utility to Helpdesk module.

Added 'Vision Bulk Insert' utility to Helpdesk module.  This utility allows references to be filed to the Vision patient record following a correspondence manager import or Passport data  conversion.

EMIS API test application now incorporated into Helpdesk rather than being a separate application.

Default printer no longer required to delete a document.

Corrected error caused by a duplicate read code or read code with apostrophe being added in read code browser and when filing/summarising.

Copy To db backup location (as well as primary backup location) now cleared according to backup retention parameter.  Default is 30 days.

Corrected issue handling inactive patients in the EMIS LV/PCS patient sync routine caused by being re-accepted following deduction.  Patients were still being shown as inactive.

Includes changes to database structure. Schema number changed to 7

 

 

 

Version Notes:

 

This version or above required for any INPS CM conversion.

 

Version: 71200 (3.1mb)

Date: 29/05/2006

Priority: NORMAL

New module for Scheduling tasks.  Allows EDT tasks to be defined and run unattended on the Docman database server.

Updated clinical button for Gpass 5.7o (had to be changed because PCTI supplied with out of date version to actual release version of Gpass)

Fixed apostrophe being shown as &#39; when synching patients with PCS

Added patient document extract API for  for Scotland GP2GP project

Deducted patients shown in grey in patient list when using LV/PCS api's

Includes changes to database structure. Schema number changed to 6

 

 

 

Version Notes:

 

This update introduced the v7 EDT module via the Scheduler

 

Version: 71171 (297k)

Date: 23/03/2006

Priority: NORMAL

Temporary software workaround for a bug in Synergy 1.6.41 that files attachment to the wrong problem in the patient record, ignoring one specified by user. 

 

 

 

Version Notes:

 

This update is deemed critical for all iSoft Synergy sites on version 1.6.41 and above.

 

Version: 71170 (2.6mb)

Date: 17/03/2006

Priority: NORMAL

New version checking functionality built into auto-upgrade and Helpdesk modules.  Main apps also check that they are running from the Docman programs path. 

Changes to Docman API for INPS

Updated Vision Toolbar uses new API method rather than DB to detect current patient

EMIS API Test option added to Help Desk module

Check Program versions and Reset Associations options added to Help Desk module.

File extension forced to lower case when checking out documents to workaround C&B limitation.

Prevented db error being generated if menu closed before Batch Manager screen when batch manager closed.

Option to retain partially scanned batch on paper jam (introduced for i60)

ScanAgent Workflow to Docman 7 upgrade module added.

Workaround to EMIS LV API gpf issue (multiple calls to LV API was causing calling app to crash)

 

 

 

Version Notes:

 

Versions 71168 & 71170 were made available at the same time and are designed to be installed one after the other.

 

Version: 71168 (512k)

Date: 17/03/2006

Priority:  NORMAL

New update mechanism.  Prior to running an update, it must be verified first using the 'verify' option.  This checks that program locations are accessible and that permissions are correct.

Includes changes to database structure. Schema number changed to 5

 

 

 

Version Notes:

 

This version must not be run in isolation, please check for updates again after installing this version.

 

Version: 71167 (1.9mb)

Date: 09/02/2006

Priority: NORMAL

New "Clinical" button displays clinical screen in GPASS for the currently selected patient in Docman.  Applies to Document Viewer, Workflow and Summarising screens.  Applicable to users of GPASS 5.7 only.

Update to update mechanism.  Renames programs in update directory with .new extension to prevent auto-shortcut renaming in XP.

Workstation option added to Synergy filing details screen to allow display of dormant problems in drop down list.

Update notification flag reset after each "check for updates".

 

Version: 71166 (2.4mb)

Date: 26/01/2006

Priority: CRITICAL

New License Manager module in Admin

Online activation of licensing and maintenance renewal.

Switch added for 'save page' routines to allow workaround issues caused by McAfee Virus Scan.  Users experiencing error with image manipulation should contact support to have this option switched on.

Scanned files now stored in local temp directory rather than in program path.

Registry changes for thin client implementations including new option in  Admin to allowed preferred site in a multi site implementation.

Intellisense: Popup calendar displayed to prompt for event date if user does not select one.

Updated Vision filing XML to accommodate event date being passed to clinical system.

Clicking Patient Docs on Toolbar (whilst running encounter screen in GPASS) generated a SQL error - fixed.