DLCPM™ Version 6.1

Magic Touch software releases version 6.1 of DLCPM™ which include the following features:

Main features added and/or updated:

  • The credit memo option now checks to see if a payment has already been applied to the case. If no payment has been applied, it will allow crediting the case. Otherwise, it will prompt users to create a credit memo based on the case.
  • The case entry screen has been enhanced with new options.
  • A new check box option has been added to automatically print work order on save.
  • The Follow-up tab has been enhanced while adding a simple or Advance call. The second option now opens the normal call edit form with advanced options.
  • If Route is blank but the PM Route is populated, the PM Route will be assigned to the case when entering a new case.
  • Users may now create alerts for cases from the cases page or the case finder directly.
  • A number of new groups have been added to better control each user’s access to Post Payment, View Payment, Modify Payment and so on
  • A new check box option has been added under the accounting settings, to auto-apply the credit to the original invoicing lab as opposed to the first unpaid invoice. This applies to the installation with multiple labs where sales and credits are tracked for each Lab.
  • There are 3 SQL (Database) Jobs have been added to perform certain functions automatically:
  1. Auto-Apply Payments & Credits: Once activated, it will automatically apply any unapplied payments and credits to the oldest open invoices. Users may also change the schedule to run as often as preferred. However, we recommend scheduling it to run once a day.
  2. Auto Complete Collection Calls: This option is designed to complete any pending collection calls for customers that no longer have an past due balance. The default schedule is set to run once a day and must be activated.
  3. Auto Complete Web Calls: For users currently using our Doctor Web Access Portal and have the call creation enabled, this job can automatically complete the calls after uploaded cases have been accepted. The default schedule is set to run daily but it may be changed to run every few hours if preferred by the user.
  • Users may now add the same Doctor multiple times under the practice doctors each with different shipping address. During the case entry, users have the option to select from the list of addresses.
  • Void payment option has been added to particularly be useful for bounced checks where you would not want to delete the payment. When voiding, the payment amount will be set to $0.00 and a note kept on record with the payment will automatically be added for future reference.
  • The new payment method of Cash has been added and all respective reports have been modified accordingly.
  • Users may now define a Unit Value for each task. When preparing to compensate technicians, the quantity will be multiplied by unit value. The default is always set to $0.00
  • Each Product Task sequence has been added to Product Tasks – the sequence is inherited from production tasks.
  • In the settings, Scheduling, a set of 3 radio buttons have been added to automatically combine units for similar task or eliminate the duplicates.
  • Users may now create Customer, Product, Department, and Group preferences for the entire practice or for each individual doctor in the practice.
  • A new automated service has been added to automatically process un-applied payments and credits.
  • Users may now add the same Doctor multiple times under the practice doctors each with different shipping address. During the case entry, operator would have the option to select from the list of addresses.
  • When a customer is on credit hold, users have the option to disable entering cases to that customer record until the hold has been lifted.
  • When a customer is on credit hold, users have the option to disable invoicing cases to that customer record until the hold has been lifted.
  • When a customer is currently over their credit limit, users have the option to disable entering cases to that customer record until that customer is no longer over their credit limit.
  • When a customer is currently over their credit limit, users have the option to disable invoicing cases to that customer record until that customer is no longer over their credit limit.
  • The post payment option now displays the Customer Name, Practice Name, Phone Number and Account Number at the top of the form.

Features specifically related to our integration with QuickBooks:

  • If a payment is deleted or voided in CPM, it will also be deleted from QB once a sync has been performed.
  • If a payment is modified and applied to invoices other than the ones that were applied to, QB will reflect those changes.
  • If during a QB transfer, the process is unable to find the invoice that the payment was applied to, it will post the payment as unapplied in QB, and will notify the user to manually apply this payment.
  • If a case is un-Invoiced after it was transferred to QB, it will be remove from QB until the case is invoiced again and re-transferred