1. If a patient is marked as a Test Patient, data from that patient is excluded from both the Production Report - Receipt Basis and Revenue By Insurance Report
2. We updated stored procedures in order to improve the performance of pricing materials on lenses. Related KB article: Entering Component Pricing for Spectacle Lenses
3. We added a smart search to filter criteria for Bulk Import items in the catalog (Spectacle Lenses, Frames and Contact Lenses).  Related KB articles:

• How to Perform a Bulk Import of Spectacle Lenses
• How to Perform a Bulk Import of Frames
• How to Perform a Bulk Import of Standard Contact Lenses

4.    There is now a message to guide users to utilize "Bulk Import" for all Soft Toric and Soft Multifocal Toric product additions, even if you are adding just one product. This is to ensure ALL manufacturers in the master catalog display as options.

1. When selecting care team members in the CCD, we've added smart search capabilities to search by name.
2. Now, if you import Physical Exam items from the history button, all mapped items will pull in regardless of whether or not the status was updated. For example, all treatment plans, orders and patient counseling will populate the new exam.
3. At the top of the Exam, we changed the title of "Referring Provider" to "Other Provider" so there are more options to choose from, and it’s not specific to "Referring Provider".
4. Patient counseling options are no longer auto-checked once a diagnosis is selected.  Instead, you have the option to choose to add.
5. When printing an Rx from the EHR, the fax number will be included. Included will be a (P) in front of the phone number, and (F) in front of the fax number
6. New Functionality! Under Configure > Exam Configuration > Default Rx Expiration (this is a new option), you can set the "Default Rx Expiration" time frame to either a 1 year or 2 years.