Live update from very old
Customers may have not performed a Live Update for quite some
time. If they do Live Update after a long break, there may
be many new features, and specific questions that need to be
answered after Capable 21C starts on the new version. This
knowledgebase article discusses these issues.
Refer to KB-Live Update Procedure.asp
for detailed information about how all Live Updates should be performed.
Capable 21C applies enhancements to the database file when it
starts. Normally, the database is up to date and does not
need to be modified, but immediately after a Live Update, there
may be changes to the database structure required.
If Live Updating from a very old version, some or all of the
following questions may be asked:
Message about building families
Say YES to have Capable 21C automatically find patients/clients
who belong in a family, and create the families automatically.
Message about compact and repair
Capable 21C will prompt to do a Compact and Repair on the
database after every Live Update. Say YES to ensure that
database integrity is not compromised at any stage.
Message about updating practitioner shift times
Capable 21C automatically detects practitioners that no longer
have lunch breaks appearing on the appointment book, and will
prompt to auto-correct the problem. Say YES to have
Capable 21C automatically perform corrections.
Message about Pricing
Capable 21C may offer the opportunity to migrate old pricing
information into the newer, more advanced pricing model.
Say YES to ensure that pricing is converted correctly.
The more recent versions of Capable 21C support a quick search
feature to make Patient/Client searching faster. To enable
- Go to Setup|Settings.
- Go to the New Clients tab.
- Tick the box entitled Quick Search
- Click OK when prompted that Capable 21C is creating
Quick Search data.
- Click Apply and then Close.
Message about Security Settings Changed
Some updates alter the layout of menus, and therefore can affect any existing
security settings. If the Capable 21C security system is enabled, it is
adviseable to check that each operator's security privileges have not been
adversely altered by the upgrade. If new features are not accessible,
refer to KB-Security
Settings for new features.asp
Sometimes, offices may detect a defect in Capable 21C, and rather than report it
and have it fixed, they develop workarounds for the defect. When this
happens, office staff can become very confused if Capable Software Pty Ltd
locates and fixes the defect independently. Not only is the original
workaround no longer necessary, the workaround may cause further problems.
The following material covers some tests that an office can perform after
updating from a very old version to ensure that the functionality of Capable 21C
has not been affected by the update - and to determine whether any office
workarounds may no longer be necessary:
Test Patient/Client Balances
Before performing the Live Update, the office should run a complete balance
summary. To do this, open the debtors window and click the summary button.
Run another balance summary after the Live Update. In particular, look for
variations in patient/client balances, or situations where the total balance
remains the same but private and insurance balances change. If this
occurs, refer to
Insurance and Private Patients
Process some sample invoices
The office should process some test case invoices for varying types of
appointments to ensure that the correct default services still appear on the
invoices. Refer to
the Fundamental Training Setup modules if any problems are detected.
Enhancements that may affect normal system behaviour
Sites that have not updated for a very long time may be affected by some new
feature enhancements that alter traditional behaviour of Capable 21C.
In particular, if an office has trouble registering new patients after an update,
KB-Limitations with Checked In People
If new menu items are visible, but appear to be locked out (eg greyed out) even
to operators with Total Access, refer to
KB-Security Settings for new features
If Insurance Patients/Clients are producing unexpected information on statements,