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2024 Beacon Release Note History

v5.6.0, Released November 18, 2024

Integration

  • Implemented features to allow users to connect with more than 120 third-party tools, including Quickbooks, Sage, Xero, Dynamics 365, Slack, Salesforce, Hubspot, and others. 

Movements

Events

  • Added the ability to select which version of the Sales Order PDF is included in the system-generated email to facility contacts. 

v5.5.0, Released October 31, 2024

UI/UX

  • Added "Quick Actions" to top of events, inventory, and movements pages to reflect the most common/likely actions to be taken based on the current state of the page a user is on
  • Added an OCR option to inventory scanning to allow a user to scan text to execute an inventory search
  • Multiple UI/UX updates to the existing inventory audit feature 

Events

  • Updated "Return" events to allow a user to select facility stock, in the event those items need to be returned to the Org. 
    • NOTE: This will deactivate the facility stock when the return event is closed. 
  • Updated the Case event type to allow for creating of an event WITHOUT a physician 
    • NOTE: A physician must be entered before the case can be submitted for billing
  • Updated the Stocking Order event type to allow a user to designate the event "Direct Sale" which will immediately deactivate all inventory associated to the sales event when the event is submitted for billing
    • NOTE: Do Not use this option if you need to track sold items used in cases after the sale has happened. 

Inventory

Movements

  • Performance improvements for transfer details load times

Reports

  • Updated the current Container Turn report
  • Added a new UDI report to the Inventory reporting section
  • Added a Case Readiness report to the Sales reporting section
  • Added a Days of Inventory On Hand report to the Inventory reporting section
  • Added an ABC Classification report to the Inventory reporting section
  • Added a PO # Added report to the Events reporting section

v5.4.0 Released September 12, 2024

  • General

    • Several general UI updates to the Beacon Web App to improve workflows and user experience

    • Adding a New AI navigation item that includes access to:

      • Support Chat bot that leverages our knowledge base to answer how-to questions

      • AI multimodal function for adding devices to an event using a handwritten or sticker bill sheet

      • AI multimodal function to create an event AND add devices to the event using a handwritten or sticker bill sheet

    • Replaced complex URLs in email with helpful link text

    Dashboard

    Events

    Inventory

    • Added the ability select multiples of select filters in the inventory filter controls

    • Added email notifications to show when Audit and extension request statuses have changed

    • Added Container Reservations to the Container Calendar view

    • Added the ability to create Inventory Packs (A package of devices ALWAYS sold as a group)

      • Users can create a catalog ID that is a Pack of Devices

      • Users create a BOM for an inventory pack

      • Using the Pack BOM, items are created and added to the Pack

        • The Pack and Its devices have their own catalog numbers and lot numbers, but ONLY the Pack is charged for, based on pricing of the pack

    Reporting

    • Added the ability for Admins to HIDE visualization reports on a user-by-user basis

    • Added a report for Inventory Optimization and Performance in the Requests Page.

      • This report shows inventory that matches open requests, the distance of that inventory to the requestor, the length of time that inventory has been with the current custodian, and how many times that inventory has been used in a case since being received.

    • Added a Revenue Calculator report

      • This report allows admins to model revenue changes if increasing the price of one or more catalog numbers

      • This can be modeled for individual or multiple catalog numbers

      • This can be modeled for individual, multiple, or all facilities

      • This uses historical sales numbers to calculate the potential revenue increase

    • Added an Inventory Reconciliation report

      • This report allows you to see inventory changes using start and end date parameters

      • This report shows the following:

        • Starting active inventory

        • Total invnetory added

        • Total inventory deactivated (removed/sold)

        • Ending active inventory

        • Inventory quantities added by Import and by manual addition

        • Inventory quantities removed by event and by manual deactivation

    • Updated the Container Turn report to include BOTH containers AND loose (reusable) devices

    Movements

    Users

    Notifications

    • Added an automated job to remove all notifications older than 1 week

v5.3.0 Released July 4, 2024

Dashboard

  • Added a new widget to the dashboard to show the 10 most recent notifications

Inventory

  • Added the ability to schedule containers for upcoming cases/events

  • Added the ability for sales and distributor users to request an extension for inventory with assigned due-back dates

  • Added the ability to add multiple custodians and catalog IDs when setting inventory search filters

  • Added the ability to scan a barcode and when only one matching item is found, the user will be taken directly to that item’s detail page

  • Added multiple UI/UX improvements to the Inventory Audits feature

  • Added auto-reconciliation features to the Inventory audits, allowing users to automatically move inventory when reconciling discrepancies from an audit

  • Added a “deactivated on” timestamp to all inactive inventory (does not apply to inventory deactivated before the implementation of this feature)

  • Added the ability to automatically set due-back dates on containers based on a predefined number of days after a scheduled case

  • Multiple UI/UX improvements to the BOM detail

  • Added the ability to create a replenishment request from a container BOM when that container is not stocked to par levels

  • Added the ability select product types when associating inventory to a preference card

  • Added a validation control that will disable the ability to change a reusable inventory item's status (“Reusable” or “Single Use”) once that “Reusable” has been selected.

    • An item can be changed from single use to reusable, but NOT the other way around

Directory

Reporting

Movements

Users

  • Added a timestamp to show when a user last logged in

5.2.0 Notes, Released 5/2/2024

General

  • Performance improvements for multiple application components

  • Code refactoring and code cleanup

  • Framework and library version updates

Events

  • Hid the “All Sets Confirmed at Facility, Ready for Use” checkbox when it is unchecked AND inventory has been marked in the event

  • Increased the number of items that can be simultaneously removed from an event from 50 to 1,500

  • Added the ability to “Add New” inventory for AI Parsed items that have a catalog # in the system but are not found in the custody of the event rep.

  • Added the ability to “select all” inventory if a user is filtering by a single container, allowing them to select all items inside the container at the same time.

Users

  • Updated the Regional Manager role to allow them to create in-feld transfers for their reps and distributors, and create cases and events for their assigned regional users

5.1.0 Notes, Released 3/18/2024

Events

  • Added AI-based feature that allows a user to upload an image of a hand-written bill sheet and have the devices used automatically assigned to the event in ConnectSx

  • Added a filter to show Cases that have used “Facility Stock Inventory”

Inventory

  • Backend improvements to performance for queries looking for similar inventory (same catalog/lot combination)

Directory

  • Added a timestamp in Facility Detail to show the date/time “Pricing last updated”

Reporting

  • Added report to show admin and operations users all Loaner containers*

*Pending release

5.0.0 Notes, Released 2/28/2024

General

  • UI Improvements to page-level navigation to be more consistent across the platform

  • Removed auto-search from all sections in the app. Search is now triggered by clicking submit after entering text *or* by changing a filter

  • Implemented multi-language support for English, French, German, Spanish, and Vietnamese

  • Added currency support for $NZ (for default Org currency)

Events

  • Added a QR code to the Sales Order to allow anyone with the bill sheet to enter the PO without logging in

    • Person scanning the QR code is taken to a non-authenticated page to add PO Number

Inventory

  • Integrated UDIdentify functionality into the Console to allow you to add inventory into the system by scanning UDI barcodes

    • UDIs must be known to FDA GUDID in order to be successfully imported

    • Current version required one scan per device. Future versions will allow changing the quantity manually

    • NOTE: This is a premium feature. Please contact us for details on enabling this feature for your account.

  • Added a feature that will store imported catalog descriptions if a catalog description does not already exist

Movements

  • Added a feature to Inventory Requests that allows a user to indicate which requested items have not been included in the transfer

  • Added a feature to the Transfer packing slip that shows which requested items have not been sent (backordered)

  • Added a feature to the Transfer packing slip that includes QR codes to allows anyone with the packing slip to scan using their phone and accept or report an issue with the transfer

    • Person scanning the QR code is taken to a non-authenticated page to accept or report issue

  • Added a setting to allow a user to add additional devices to a replenishment request

  • Added a feature to allow an admin to send an email notification to a facility contact when inventory is being shipped direct to the facility

  • Added the Preference Card reference to the Inventory Request detail page

  • Added a feature on Transfer Detail pages to allow an admin/operations user to mark the transfer as “Shipped”. Transfers are automatically marked “Shipped” when a tracking # is added.

  • Added the ability to change a shipping address on a transfer BEFORE the transfer is marked as “Shipped”

Directory

  • Added “Credit Hold” flag to facility detail page. When on Credit Hold, cases cannot be assigned to those facilities until the hold is removed

Reporting

  • Added report to the Requests page for “Partially Fulfilled Requests”

General User Settings

  • Added a setting to allow an admin to automatically send bill sheet to Xero or Quickbooks when PO is added OR when case is submitted for billing

4.14.0 Notes, Released 1/4/2024

  • AI Enhancements

    • Add AI support to auto-fill the most frequently used values in Event details, including event type, procedure, etc.