Skip to Content

Software Update — 12 November 2026

Tray labels from an examination; trial contact lenses queue without an invoice; the out-of-stock check is back; a Recalls worklist; Late Jobs reports; medical aid claims checked for a script.
November 13, 2026 by
Software Update — 12 November 2026
Phillip Venter

Release: 12 November 2026

Below is a plain-language summary. Two items change how something behaves — please read Worth knowing at the end.

Examinations and dispensing

  • Chief Complaints, Health and Specific Visual Requirements keep the casing you type. Shorthand such as DRX, DVA or NVA was turned into lowercase the moment you left the field.
  • A tray label can be printed from an examination that has no job — a hard contact lens patient, for example. Open the examination, choose Action → Print Tray Label, enter the tray number and print. The label carries the patient’s name, contact number, examination type and tray, and the tray number moves onto the job if one is raised later.
  • A Trial contact lens can go to the job queue from the Dispensing Sheet as soon as its fitting details are captured, without waiting for an invoice. Final lenses still need the invoice first.
  • The Ocular tab, where IOP is recorded, is available on every subscription level, Economy included.

Job Tracking and appointments

  • The patient’s name leads each job card in large type, with the job title below it, so the card can be read from across the lab.
  • New filter: Ready for Collection 2+ Days, with a shared favourite Collection Follow-up (2+ days) that puts jobs with a co-payment first and then the longest waiting.
  • New: Tomorrow’s Appointments, its own list for exporting the next day’s bookings for reminder messages.
  • Job numbers keep their branch’s own prefix where a branch had more than one numbering sequence set up.

Invoicing and stock

  • The out-of-stock check works again. Saving Fitting Details asks before you continue with an item that is not on hand, so a job can still be recorded for something on order, and the invoice is blocked until the stock is there. It applies to invoices validated from the dispensing sheet as well as from the invoice itself.
  • Contact-lens invoices print the contact lens script. Only the spectacle script printed before, so a contact-lens-only invoice went out with none.

Medical aid

  • A claim is stopped before it is sent if a lens, add-on or contact lens line has no script linked, with a message naming the line to fix. Medical aids were rejecting these as “no script submitted”.
  • A claim never takes a script from another patient’s examination.
  • Eye-test-only claims carry the patient’s script on the examination fee line.
  • SwitchOn Navigator, Medical Aid Claims and Claims Results show only the company you are working in, even with several companies ticked.

Recalls

  • New: a Recalls worklist. When a patient’s Recall Date arrives, a recall opens at the branch of their latest examination, for branches that switch it on under Settings → Recall Settings. Staff send a recall email, log a call and move it along; it closes by itself when the patient’s examination is done. Nothing is sent automatically.
  • The Personal Recalls app is hidden; recalls are worked from the Recalls app.

Reports

  • New: Due Date / Late Jobs under Clinical → Reporting, a list of open jobs against their due date. Its Late filter leaves out jobs that are finished and waiting for the patient to collect, which have their own filter.
  • New: a printable Late Jobs Report under Clinical → Reporting → Job Reports, grouped by stage with the longest overdue first.
  • Stock Sold By Product Category has a Detailed option that lists the products behind each category total.
  • Patient Tracking and Patient Reports are one menu: Patient Summary, Patient Analysis and Export Patients now sit under Patient Reports.

Till and cash-up

  • The cash-up groups receipts by journal, each with its own total, in the same order as the tender table, so each card machine’s slip can be checked on its own.
  • The till list no longer fails when several tills are shown together.
  • Point of sale: each till can choose which fields appear on the short patient form.

Patient portal

  • Take a payment on account from the till: patient, journal and amount. It lands on the cash-up and sits as credit on the patient’s account until it is used against an invoice.
  • Staff Notes on the examination, the same note thread the portal invoice already has.
  • The patient picker shows the account number and the phone number, not only the mobile, so patients added through Quick Create show a contact number too.
  • Invoice details, examination locks and sending a job straight to the job queue have been reworked on the portal examination and invoice screens.
  • The Recall page shows logged calls and notes in its History.

Worth knowing

  • The out-of-stock check now blocks invoicing. An invoice that includes an item with nothing on hand will not validate until the stock is received or the line is changed. Saving Fitting Details only asks, so a job for something on order can still be recorded.
  • Purchase Orders and the Credit Notes list are no longer on the patient portal. A credit note can still be raised as before, and the home tiles that opened the same screen twice have been merged.
  • The patient portal items apply only to practices using the portal. If yours does not, everything else here still applies.

If anything here does not behave as described on your system, please log it with us in the usual way.