Symptom Survey Maestro - New Version Changes

Changes and Improvements to Symptom Survey Maestro in Version 4.70

New: Added new function to automatically download all supplement updates from Standard Process and MediHerb. Instantly get new and changed products from Standard Process and MediHerb into Symptom Survey Maestro - you no longer need to wait for a new version of Maestro.
New: Added Short Descriptions to the CRG Notes display when right-clicking on a supplement name on any grid.
New: In the Maintain Supplements screen, added a column to the Supplements grid for Discontinued.
New: Added the ability to add products with "Sprays" as a dosage, for bottle sized in either ML or OZ.
New: Added a new emailing option for users that cannot email directly because of restrictions from their internet provider. You can now email directly using your internet providers account.
New: Added the Total Score column to the Results Schedule grid to make it easier to select which supplements are the best choice.
Improved: Added checking for minimum screen height and width to avoid having the forms go off the screen. A warning message is displayed if the screen resolution is less than 1024 x 768 pixels.
Improved: Added an option to turn off page 2 of the Question Based Support Analysis report. This page prints the group support, giving you a mix of Standard Process and MediHerb products, for the top group of the symptom survey. This page is no longer needed because the latest version of Symptom Survey Maestro now does a complete MediHerb analysis.
Improved: Added remote support button to the home screen for easier access.
Improved: Changed all references from "Survey" date to "Evaluation" date - preparing for using Symptom Survey Maestro for non-survey evaluations (muscle testing, BioMeridian, etc.).
Improved: Added ability to not show each calculation method when adding a survey to make it less confusing to decide which method to use.
Improved: Corrected problem of needing to click on Results before Reports to allow printing of Group Descriptions.
Improved: Corrected problem on the reports screen where the date for re-evaluation was from the current date, not the survey date.
Improved: Made changes to all forms to better handle Large Fonts when set in Windows.

Changes and Improvements to Symptom Survey Maestro in Version 4.62

Fixed incorrect text (group name) for Primary and Secondary Indicators when printing the Patient Group Description report.
Show the next evaluation date and day to the Days Until Re-Evaluation selection on the report screen.
When a survey for a patient has no answers entered, do not allow selection of the Groups Description report, otherwise the report prints with no data.
An option to cancel the warning message about windows Large Fonts has been added.
Added an additional warning when setting up the internet for the first time and the organization has not been setup.
Corrected problem of overwriting text at the top of some reports when the practice name has many lines, especially when including email and web page.

Changes and Improvements to Symptom Survey Maestro in Version 4.61

Corrected minor problem (error code 221) when printing a Patient Schedule and there are no symptom survey answers.
Corrected error when printing the Patient Group Description report and there were duplicate "Secondary" questions.
Corrected error when changing supplement dosages in the Setup/Supplements screen.
Corrected minor problem when running Windows Vista and the program NOT installed in "C:\Program Files\..." - during the file conversion, Maestro tries to copy a file on top of itself.
No longer look for Adobe Acrobat reader when trying to view Tab Sheets because many now use a 3rd party PDF reader.
No longer allow negative dosages when adding "My Supplement".
Added special checking for new Windows Vista 64 bit.
Added the question number on the Patient Group Description report for each "Primary" and "Secondary" question listed to make it easiest to see which questions added to the Group Scoring.

Changes and Improvements to Symptom Survey Maestro in Version 4.60

Many changes to work seamlessly within Windows Vista, especially the new security system that moves the Maestro data files.
Enlarged all screens to now fit a minimum screen size of 1024x768 (was 800x600).
Added ability to enter a product discount for each individual patient.
Added (optional) printing of product discounts on the patient receipt.
Added ability to email Symptom Survey blank forms to the patient.
Added ability to email any Backup Zip file to Greene Software for problem solving.
Added ability to email the Symptom Survey Maestro order form.
Made all Symptom Survey forms a single report so all pages view on one screen instead of on multiple screens.
Allow the data files to be moved - this is especially important when Maestro is installed on windows Vista and shared across the network.
Added a fourth column to the "Quick" supplement entry screen.
Corrected "collation" errors on all Windows version that are not sold in North America.
Cleaned up the Patient Receipt (do not print special charges lines if zero).
On the Patient Supplement Schedule, allow printing the Clinician Notes below the supplements grid instead of at the bottom of the report.
Added an option under the Settings screen to remove the Authorized Signature block on the Patient Supplement Schedule report. Helpful when emailing reports.
Added an option under the Settings screen to print "Secondary Questions" on the Patient Report - Group Descriptions, that are used as the secondary score in the group totals.
Added PcHelpWare Remote Support to the setup section - allows for remote help by Greene Software.
Corrected First Visit date on all sample patients.
Removed the option for "Large Screen" - not needed anymore because all screens have now been enlarged.
Pressing the Tab key while in the Five Main Complaints causes the cursor to disappear.
Corrected error when selecting Zypan on the Quick Entry screen.
Discontinued multiple MediHerb products: Black Haw 1:2, Grindelia 1:2, Blue Cohosh 1:2, Gentian 1:2, Pasque Flower 1:2, Prickly Ash 1:2, Vervain 1:2.
Added a warning on the home screen if there is an invalid (or older) activation code.
Corrected blank dates in the patients file (were showing up as 12/30/1899).
When changing the patient Internet Login instructions, and completely removing step 2, the patient login report instructions now correctly moves step 3 up to step 2.
When trying to do a backup, check if the folder can be written to so there are not permanent errors.
When emailing reports, added the full practice name & address to the eMail footer.
Added to the body of the email window: practice name, address, phone, fax.
Enhanced the email window when emailing reports - made smaller to fit all screens, added a Cancel button, removed options that aren't needed, check and report if the email was sent.
When an email cannot be sent because it is being blocked (firewall, antivirus, ISP limits), show an informational message.
Made the titles Doctor/Patient and Clinician/Client consistent across all reports.
Added additional data to the file when exporting patients information for a mailing list.
Updated the way the Adobe Acrobat reader (for TAB sheets) is found when running under Windows Vista.
No longer allow negative dosages for a supplement.
In some cases the Backup Folder location was invalid - corrected this.
When using the Internet Entry option - added special checking for invalid characters in the organization of patient records.
When the Backup Folder location is invalid, the program would sometimes loop indefinitely with an error message - this has been corrected.
After restoring a backup - you are now required to exit Maestro so that the new data will take effect.
Added new MediHerb product: Gut Flora Complex.
Changed MediHerb Tab Sheet names to reflect all new PDF names on their web site.
Changed MediHerb Tab Sheet download location - MediHerb changed their web site.
Added two new MediHerb Tab Sheets: Gut Flora Complex, Withania Complex.
Added web link for DocPlus (www.docplus.net) to the settings page when more information is needed about their scanning system.

Changes and Improvements to Symptom Survey Maestro in Version 4.51

Updated all 2008 product pricing for Standard Process and MediHerb.
Changed the default for COD orders from $8.00 to $9.00.
Added a button to email the patient login instructions for the Internet Entry.
Added the clinician's email as a "CC" for all emailed reports so that you have a record.
Added a Remote Support web link on the Setup screen.
Corrected problem of sometimes showing that the Trial Version will expire when there is a valid Activation code.
Discontinued Black Haw 1:2.

Changes and Improvements to Symptom Survey Maestro in Version 4.50

Expanded options to email single reports: many Maestro users were not able to use a default email client (like Outlook) and this caused Maestro to stop with an error. Now the default option is to use an internal email client which goes directly to the internet - bypassing all other email systems on your PC.
Added the ability to email multiple reports, all as one email instead of one email for each report.
Only show Windows Vista warning when files need updating, not every time Maestro is started.
Corrected all Tab Sheet download file names to always match changes on the Standard Process web site. Standard Process continues to change their web site (adding / changing Tab sheet names), which caused problems in Maestro.
Speeded up the process of downloading Tab Sheets.
Corrected problem of showing password characters when typing it in - now it only shows an asterisk.
Only show the disclaimer every 30 days instead of every time Maestro starts.
Allow periods "." and other special characters into passwords when setting up internet entry options and patients for internet entry.
If there is no fax number, do not print the work "Fax" on any reports.
When moving back to the Patients screen, no longer move to the last survey date but keep it where it was last.
Added column to all "product" grids to show bottle sizes that are "discontinued".
Put newest Adobe Acrobat 8.11 on the distribution CD.
The CRG note for question 28 was showing the note from question 36. This has been corrected.
Added new MediHerb bottle sizes, discontinued some old bottle sizes.
Added new Whey Pro Complete.
Added 13 new MediHerb Tab Sheets for download.
When settings was set to auto-select 0 supplements, it was still selecting all manually entered supplements.
Changes to the supplement Quick Entry screen: checkbox to show/no-show discontinued supplements, checkbox to sort by column or row, do not allow selection of cells with no supplement.
Removed 3 duplicate supplement bottle sizes (caused by discontinuing the size and re-introducing it later).
At program startup, copy the help file to the local drive so the help system works over a network correctly.
Changed the maintenance of Clinician names by bringing up an add/edit window to simplify maintenance.
When importing a new Symptom Survey from using a Document Plus scanned form, if any patient data has changed, it is immediately updated in Maestro.
Moved the report selection of Clinician Warnings down below the two patient reports on the Reports screen.
To save time, now all of the Organization information is copied as defaults when setting up the internet for the first time.
Added warning if trying to print the Maestro Software order form a second time (after the credit card # was cleared).

Changes and Improvements to Symptom Survey Maestro in Version 4.30

During the file conversion, added in some checking if the previous conversion failed.
Corrected the downloaded Tab Sheet name for MediHerb Gymnema.
Added 9 new Tab Sheets for MediHerb products.
Corrected problem of missing MediHerb Tab Sheets folder.
Added a new warning message for Windows Vista before converting data files.
Added an option to cancel out of converting data files when installing a new version.
Added several new MediHerb bottle sizes, discontinued some old bottle sizes.

Changes and Improvements to Symptom Survey Maestro in Version 4.21

During the file conversion, added in some checking if the previous conversion failed.

Changes and Improvements to Symptom Survey Maestro in Version 4.20

When deleting a supplement on the Schedule screen, it was not being removed from all reports.
The user defined password entry screen was not accepting the password when pressing the Enter key.
When listing all the backup files (under Setup), only show zip files that start with "MaestroBackup".
When adding a supplement to the patient schedule after having deleted one earlier - can cause a duplicate key error.
Corrected problem when doing a backup and the first patient in the list has no surveys - returning back to patients caused an error.
Force a backup of all data during the one-time conversion (with a new version).
On the order form: allow for Internet Subscription renewals after purchasing the Internet One-Time Setup previously.

Changes and Improvements to Symptom Survey Maestro in Version 4.12

Significant refinements to the Question Based Analysis formula (based on Dr. Michael Dobbins) when scoring the Symptom Survey form to prioritize groups and supplements resulting in a superior mix of product recommendations.
Added a MediHerb only analysis directly from analyzing the Symptom Survey.
Added a new Quick Entry for supplements on the Patient Schedule screen - this brings up a full screen of all supplements in the database and allows single-clicking to add/remove supplements from the schedule.
Added CRG (clinician) notes for all MediHerb products.
Added patient short descriptions for all MediHerb products.
Modified all product dosage recommendations to agree with each of the catalogs.
Added the ability to modify the text of the patient LogIn instruction sheet.
Added the ability to import a scanned symptom survey without first selecting a patient.
Added the ability to import a symptom survey from the internet without first selecting a patient.
Added new option to the Patient Follow-up report - "Not Older Than # of Days" - to eliminate patients from the list that have not submitted a symptom survey for a very long time.
Added the ability to include group descriptions on all symptom survey forms.
Allow individual supplements to be deleted from the patients schedule instead of just de-selecting them.
When restoring files (in the Backups screen), check for both program and file versions that created the backup Zip file and verify they are both current.
If a older patient schedule has a discontinued supplement in it, produce a warning.
When trying to delete a clinician that is being used, show the first patient it is used on to make it easier to find.
Discontinued many MediHerb products and bottle sizes.
Changes to the manual survey entry for easier navigation.
Added code to correct the problem when a user manually adds a supplement and a new version of Maestro adds the same supplement name.
Corrected spelling of "Recommendations" on Question Based Support Analysis report.
Corrected text overflow on the Patient Group Descriptions report when no questions answered in that group.
Fixed incorrect data on the Patient Survey report when run a second time.
Changed color theme on all forms.
Corrected problem of allowing negative dosages for a supplement on the Results screen and Standard Supplements screen.
Clear out credit card number after printing the Maestro Order Form for security reasons.
When adding/changing a patients survey date/clinician, it is now verified for blank data.
Adjusted the titles on most reports because a small number of laser printers were cutting off the first letter.
Added hot-keys to the patient maintenance screen for quicker entry: alt-m for Male, alt-f for Female, alt-V for Vegetation, alt-H for Head of Household.
Have a more gracious exit when trying to do internet communications (on-line symptom survey) and the PC is not connected to the internet.
Added the following text to all reports: These statements have not been evaluated by the Food & Drug Administration.
Removed the printed Consent Form when ordering Maestro and replaced it with an Agreement screen at each startup, thus allowing for on-line ordering of the software.
Added a new setting to increase the number of supplements shown on the patients schedule.
Corrected problem of calculated group total percentages in the Question Based Analysis.
Corrected problem of sorting group total percentages in the Original Maestro Analysis.
Corrected sorting of the patient names (on the Patients grid) when the last name is entered in all lower case.
Placed hint on the home page to change your organization name.
Corrected obscure old-version file conversion problem (previous partial convert).
Changed 'Natural Peanut Butter StandardBar' name to 'Peanut Butter StandardBar'.
Changed Standard Process vegetarian designations on several products to agree with the latest catalog.
Added group descriptions to all survey manual entry screens.
Added pop-up reminders to change the clinician name from Dr. Joe and to enter their practice name/address.
Speeded up the process of cancelling the downloading of Tab Sheets.
When maintaining the patient record and using the Internet entry option, verify that all changes are saved in Maestro first in case there is an Internet update failure.
Placed the Consent Agreement inside the software so a separate form need not be printed and signed.
Allow adding discontinued supplements and discontinued bottle sizes to the patient schedule (in case you have leftover inventory) but display warnings.
Added all patient data to the export mailing function so that it can be imported into Excel to use for email newsletters or anything else you want.
Placed more meaningful error messages when trying to do a backup or restore and the drive letter or folder doesn't exist.
Made many patient "Other Tests" fields larger and more flexible (characters instead of integers).
When adding a new survey, pre-number all of the 5 main complaints to save typing time.
In the 5 main complaints, selecting standard complaints to add MediHerb products contained the discontinued "Rehmannia Complex Phytosynergist" - this was replaced by "Rehmannia Complex" tablet and "Echinacea Premium".
Corrected spelling in standard complaints from "Autoimune" to "Autoimmune".
Added the Calculation Method line to Question Based Support Analysis report so that you know which calculation method was used.
Discontinued e-Poise 40 capsule size (4025).
When defining a Default Supplement to be added to all patient schedules, you can now specify under which calculation types each supplement gets added.
Changed the location to download the Standard Process "Tab" sheets because the new Standard Process web site broke the old links.
Added the new MediHerb Tab sheets to the download.
Additional checking of the Internet Subscription with warnings if your subscription will expire soon.
Added a reminder for data backups every 30 days.
Corrected problem where a patient discount is applied and bottle sizes are changed - the changed bottles show the list price instead of the discounted price.
Added selection on the Standard Process order form to indicate paying by check.
Added an option to print "Credit Card On File" on the Standard Process order form that is sent to Standard Process so that your credit card information is no longer printed for everyone to see.
Check if trying to backwards convert files when a user installs an older version of Maestro over a newer version - if allowed this could cause many errors.
If ALL questions answered on the survey form, throw out the 1's and give a warning.
After entering the activation code(s), turn off all buttons so you must exit out of Maestro for the code(s) to take effect.
Changed all remaining reports to print "Client" and "Clinician" when asked under Setup.
Updated the Help system so it will now run under Windows Vista.
Moved the setting of DocPlus files location to the Setup screen.
Added new product size (40 tablets) for Valerian Complex (M1452) and discontinued the 90 tablet size (M1455).
Checking for Windows Vista - must be run as the Administrator or may get unreliable operation.
Corrected problem when a second clinician is added, the first clinician name can no longer be selected for a survey.
Check if the internet subscription has expired in multiple places and show the user a message.
Corrected transposing of some questions when scanning or downloading internet symptom survey forms.
Corrected several minor errors when user clicks on buttons too fast (files not yet open).

Changes and Improvements to Symptom Survey Maestro in Version 3.27

Updated all 2007 product pricing for Standard Process and MediHerb.
Discontinued many MediHerb products and bottle sizes.
Added new MediHerb supplement: Chinese Skullcap 1:2.
Added new MediHerb supplement: Coleus Forte.
Added e-Poise 150 capsule size back (became available again from SP).
Discontinued Soy Bean Lecithin 60 Perl size.

Changes and Improvements to Symptom Survey Maestro in Version 3.25

Created a new report: Patient Score Sheet, showing the group scores along with a total score for the survey, and optionally showing the supplement costs breakdown.
Added ability to set a patient discount percent across all products.
Because Standard Process removed the Tab Sheets CD from their catalog, created a new function to download these from their web site. Also, added function to "update" the tab sheets at any time.
Added 2 new product sizes (360 tablet): Thytrophin PMG and Symplex F.
Removed 150 capsule bottle size of e-Poise.
Modified some of the calculations for group 5 secondary hits in the Question Based Analysis section.
Modified Question Based Analysis protocol formula, replacing Betafood with AF-Betafood in many questions.
When using the Question Based Analysis, changed all screens and reports to prioritize all groups by total hits.
When using the Question Based Analysis, changed all screens and reports to prioritize all supplements by total hits.
Re-worked the "Group Support" protocols to make it easier to make choices - the Question Based Analysis report now shows overlapping supplements, allowing you to choose from an either/or list.
Allow all reports to be emailed to the patient when viewing them on the screen.
Added new option for "Next Day" shipping charge to the Order Form and Patient Receipt.
Added new field to the Organization screen: Web Address.
Added ability to print the organizations email and web addresses on all reports.
Some reports were resetting bottle sizes after they were changed - corrected this.
Added option to turn off all page numbers on all reports.
Corrected spelling of "Menstrual" on 2 Symptom Survey forms.
Force page breaks on Question Based Support Analysis report.
Modified both Clinician reports to reflect all bottle size changes (under reports).
When asking for a printer name, changed the default to always show "Default" - some printers cannot be selected by name.
Moved the string containing the DocPlus scan file location from a table field to the PC registry so that networked PC's can point to different shared drives.
On the patient report - group descriptions, changed layout to minimize paper usage (2 columns for questions answered).
Corrected problem with backups - if there was 1 to 4 backup files already created, the backup would not work.
Program changes to correct intermittent "file not found" error when printing reports.
Removed order form button from the Setup screen - no longer needed.
Added a warning that some supplements will not be automatically pre-selected on the schedule if the patient is a vegetarian.

Changes and Improvements to Symptom Survey Maestro in Version 3.12

Increased the number of file connections so that running all reports at the same time will not run out of resources.
Speed-up the backup and restore files function.
Added ability to change a user-defined supplement's description.
If any error occurs during the initial master account setup, do not leave the setup screen.
Added scroll-bar to clinician notes control so that large notes can be scrolled through.
Removed duplicate bottle size for Dermatrophin PMG.
Added interactive tutorials to the installation from CD and placed a button on the home screen.
Corrected problem when adding a new patient to the Internet - the Male/Female setting was not being saved.
Corrected problem when changing the Override Price of a bottle - was not saving the new price.
Corrected problem when trying to delete a Clinician when there are no Clinicians to delete.
Corrected file naming problem when creating backups.
Place an Order Features button on home screen.

Changes and Improvements to Symptom Survey Maestro in Version 3.10

Introduced the NEW Internet Entry system.
Updated all Standard Process and MediHerb products with the new 2006 pricing.
Added new supplement: Tuna Omega-3 Oil.
Added new supplement: ProstaCo.
Replaced old product size of Wild Yam Complex - 40 tablets with 120 tablets.
Replaced old product size of Livton Complex - 90 tablets with 120 tablets.
On the Print Mailings screen, added 2 new options: print Avery labels and export to a file for later mail merging.
Added option to select the folder where backups are to be stored.
Created all new tutorials so that all the new features added in the last year could be seen on the screens.
For easier maintenance, moved the Order Form screen from the Settings Tab to the Organization Tab.
Removed the Calculation Method from the patient screen - this was not needed and caused confusion.
When adding a new supplement to the patients schedule, show the quantity type next to the supplement (e.g. Tablet).
Corrected problem of not printing supplements when the "Dosage" was Teaspoons.
Corrected double word in Group 1 description.
Changed look of un-editable fields to be easier to read.
Added note that the Standard Process 2006 catalog no longer contains the Product Catalog CD. A solution to this problem is being worked on.

Changes and Improvements to Symptom Survey Maestro in Version 2.31

Fixed problem when changing "Default Dosages" for Standard Process and MediHerb products - the "Quantity Type" was being erased which caused the product to disappear from some reports.
Fixed problem of disappearing license name on the home page.
When importing a scanned Symptom Survey form, changed "0" answers to blanks to make reading the answers on the input screen easier.
Corrected spelling of "Biliary" in the group 5 description.

Changes and Improvements to Symptom Survey Maestro in Version 2.30

Added a brand new interface for the Document Plus system (www.docplus.net). This allows you to scan special Symptom Survey forms into your Document Plus system and then immediately import the results into Symptom Survey Maestro, all with a single mouse click. This feature is available for free to all users.
Added a new feature that allows you to print patient names and address onto pre-printed letters and newsletters. There are three letter types available: Periodic News Letter, Birthday Letter and Annual Letter. This is designed to use the materials provided by the Nutritional Essentials Group (www.tne-group.com) but you can also create your own materials. This feature is available for free to all users.
Added new MediHerb product: ChelaCo.
Added a new screen to show the supplement total hits when using the Question Based Analysis calculation.
Added to the Question Based Analysis calculation formula: when the patient has high BP and Cataplex B is recommended, also add in Cataplex G, and when the patient has low BP and Cataplex G is recommended, also add in Cataplex B.
When adding your own supplements, added a new dosage "OZ" when the quantity in the bottle is also "OZ".
Speed up the processing when adding and changing supplement information including bottle sizes.
On the Change Bottle Selections screen, it used to be that you could not delete a bottle if there were no other sizes of the same product listed. Now you can delete any bottle shown on the screen.
Added option to calculate number of bottles using only the largest bottle available, ignoring all smaller bottle sizes.
Previous report selections are now being saved, so the next time you enter the reports screen, your previous selections will be restored.
When changing bottle sizes on the reports screen, allow you to "reset" sizes back to the defaults.
If the bottle sizes were changed on the reports screen, the Preliminary and Final Clinician Reports were resetting them. This has been corrected.
When changing the Days Until Re-Evaluation on the reports screen, any changes to the bottle sizes are now being reset to reflect the new calculation.
Added option to turn off warnings when going to the survey entry and the existing survey is not today’s date. This is used primarily for people who are using the new Document Plus scanning feature.
If a default printer has not been defined in Windows, do not allow printing any reports or forms.
On the Maintain Bottles screen when adding your own supplements, now correctly showing the supplement type (e.g. Tablet, capsules, etc).
Added new organization data field: e-mail. This will be used to send messages when a new Internet Entry Symptom Survey has been entered by a patient.
Added new field to the patient database: Password. This will be used to setup patients for internet entry.
Check that valid dates were input on the maintain patient screens.
Fixed validation checking for both quick entry screens when the question number is "0".
Added check to see if the program version is over 1 year old and suggest downloading the latest version.
A button has been added to the reports screen to clear all selections.

Changes and Improvements to Symptom Survey Maestro in Version 2.26

Added new product: Rhodiola & Ginseng Complex (M1393)
Added new bottle sizes to Cataplex C and Cyruta Plus.
Changed all toolbar icons to make them all consistent.
Changed the main program icon to make it unique from other applications.
Corrected problem when adding a new supplement with "ML" as a quantity type: it was not showing up on most reports and not calculating to total dollars on screen.
Corrected problem where sometimes a Female patient was showing secondary hits in the Male group (Group Totals), and visa-versa.
Correction to sentence structure for printed description of group 7e.
Minor correction to the warning when you are about to edit a survey entered earlier than today.
Added checking in Quick Entry for a Male question entered for a Female patient, and and visa-versa.
Corrected problem when trying to cancel out of patient maintenance and neither Male/Female were selected.
Minor correction to sorting question numbers on the Patient Survey Form report.
Minor correction in the data used to calculate group hits in the question based analysis (Dr. Dobbins).

Changes and Improvements to Symptom Survey Maestro in Version 2.25

New option to replace the wording "Patient with Client" and "Doctor with Clinician" on every report going to the patient/client.
Created a new Patient Follow-Up report with a selection for Mailing Labels. This is used to remind patients that they are due for another evaluation soon.
Added a new setup option to select which name to print below the signature line on the Patient Report: the License Name or the Clinician Name.
Changed the "Max # Group Descriptions on Patient Report" default from a maximum of 8 to a maximum of 16.
Added an option to always capitalize the first letter in the patient name/address. This is located on the Maintain Patient screen.
When adding a new patient, the Sex (Male/Female) no longer defaults to Male - a selection must now be made.
Corrected a problem when changing the bottle sizes on the final Reports screen - the previous bottle size was still selected.
When viewing a report, always fill the screen and zoom to "page-width" to make the report easier to read on smaller screens.
Added 2 new data fields to the patient record for use in a future Patient Management system: Date of First Visit and Head of Household checkbox.
Allow the new Adobe Acrobat version 7 to display Tab Sheets.

Changes and Improvements to Symptom Survey Maestro in Version 2.20

Allow the new Adobe Acrobat version 7 to display Tab Sheets.
On the Patient form, added new "Add New Survey" button below the survey dates for user convenience.
Added warning message when trying to edit a survey earlier than the current date. This warning is provided so that an existing survey is not overwritten.
Added error checking when trying to delete an answer on the Quick Entry screen and there are no answers to delete.
Put new Acrobat 7 install program onto the CD

Changes and Improvements to Symptom Survey Maestro in Version 2.18

Product pricing changes for 2005.
Added the ability to select the calculation method when re-calculating on the Results screen.
Corrected problem when selecting file backups after a patient was selected.
Changes to some product descriptions.
Changes to some recommended dosages.
When in "Maintain Supplements", allow a right-click to show the CRG notes.
Added graphics to the order form button to make it more visible.

Changes and Improvements to Symptom Survey Maestro in Version 2.16

Removed "Multi Instance" checking which caused some lockups.
When expanding the Change Bottles window, also expand the grid to allow for easier maintenance.
On the Reports selection window, when changing the "Number of Days", force a re-calculation of bottle sizes when printing any report.

Changes and Improvements to Symptom Survey Maestro in Version 2.15

Created two new methods of calculating supplements: "Specific Question Based Support" and "General Support" (with MediHerb). Called the existing calculation method "Original Maestro Analysis" for clarity. The default calculation is now "Specific Question Based Support".
You can now add your own supplements and bottle sizes and pricing. These can then be added to the patient schedule.
Made Symptom Survey Maestro HIPAA compliant by allowing you to assign a Log-in password.
You can now add your own notes to any supplement. This displays below the CRG notes on the screen.
You can now add your own short descriptions to any supplement. These can be printed on the patient report.
You can now override the patient list price for any supplement bottle size. These will print on the patient receipt and be used for all pricing calculations.
You can now change the default dosages for any supplement. These will be the default for the patient schedule which can then be changed for that patient.
You can now Backup and Restore all your data.
- an unlimited number of backups can be retained on-line.
- all files are stored in a ZIP format.
A new Spanish Symptom Survey form can now be printed.
Created a new report called "Clinician Warnings" - reviews the patients survey form for critical questions that may indicate serious medical conditions, and prints out supplement warnings and contraindications).
Added ability to input supplement sales tax percent and automatically calculate the dollars on the patient receipt.
Added the ability to change bottle quantities and sizes before printing the patient receipt and order form. This allows you to modify the calculated bottles when a large bottle can replace several small bottles.
Changed the registration formula to make it easier to enter a license name.
Changed name of "Standard Supplements" to "Default Supplements" for clarity.
Removed Bar Code printing and scanning as an option.
Removed the user manual as an option - all information is now included on the CD.
Changed MediHerb Cranberry Complex (M1210) from 30 tablets to 40 tablets to reflect new bottle size and pricing.
Added note to order form about support and update policy.
Removed the word "Sample" from all reports when using a trial version.
Corrected spelling on multiple supplement short descriptions.
Changed all Tab controls for more visibility and easier use.
Added codes to allow Maestro to run on Windows Terminal Server.
Added a new column to the screen grid "Schedule" to show which group the supplement was recommended for.
If there are no short descriptions for a supplement, you now have the option to print the text "There is no description for this supplement" on the patient report.
Added tests for user log-on authority - must have administrator privileges.
Now showing the group a supplement was generated from on both the Supplement Schedule and Preliminary Clinician Report.
Backup all version 1.X data files in case there is an error or the user does not have the version 2.X activation code.
Added new supplement warnings for blood pressure (high/low) in Standard Process B and G products.
Added option to print / not print the shipping charges on the patient receipt.
Added new Feedback Form when ordering.
Corrected order form - credit card security code did not show leading zeros.
Corrected printing of empty birth date on all Symptom Survey forms.
Changed the initial default number of "Group Descriptions" on the Reports screen from 3 to 1.
Added new blood pressure entry under Patient Tests - "Unknown".
Added new MediHerb supplement: HiPep. Discontinued MediHerb supplement: HiPep Phytosynergist.
Added the practice name and address to all patient reports.
Added information when a file error occurs making it easier to diagnose data errors.
Fixed rare problem when printing group descriptions in the patient report.
Additions to the help screens.
Changes to the Clinician reports to show new group total calculations.
Removed 3 of the 5 "5 Main Complaints" selections for MediHerb - too many selections generated too many MediHerb products.

Changes and Improvements to Symptom Survey Maestro in Version 1.85

Added new error reporting system for better reporting to us.
Adjusted margins of the Symptom Survey forms to accommodate all printers.
Adjusted margins of the all reports to accommodate all printers.
Changed instructions on all Symptom Survey forms to be more accurate.
Changed question #208 on all Symptom Survey forms to only allow answer #3.
Corrected all places where costs (daily, weekly and monthly) and dosages are calculated when multiple bottles of different sizes were needed. In some cases these were too high.
Added printing a set of bar graphs for the Group Totals, percentage of total score, on both Clinician reports.
Added option to automatically email error message program traces to Greene Software.
Modified some internal file formats to better handle new updates.
Minor changes to the help screens.
Corrected problem of pre-selecting a "standard supplement" that is not vegetarian for a vegetarian patient.
Update the Standard Process ordering costs that became effective April 5, 2004.
Changed CRG notes to reflect new product names.
Changed survey question notes to reflect new product names.
Added 4 new MediHerb products.
Changed many button 'hints' to better reflect their function.
Added ability to turn off the 5 Main Complaints - MediHerb Selections. This will be normally off to stop confusion about why MediHerb is being added to the schedule.

Changes and Improvements to Symptom Survey Maestro in Version 1.83

Changed the Symptom Survey form questions numbers for groups: 8, Male, and Female, to conform to the new 2004 form. All older patient surveys will be adjusted to the new numbering scheme.
Created a new "2 page" Symptom Survey form.
Adjusted all Standard Process and MediHerb product and price changes since last version.
Added new CRG notes for A-F Betafood.
Allow the Survey forms to be viewed on screen.
Added the following to the first page of all survey forms: birth date, approx weight.
Added function to allow for updating the TAB sheet files from the Standard Process CD.
Changed group 8 description to "Foundational Issues".
Corrected several spelling errors on the Symptom Survey form.
The Clinician name on reports was coming from the Patient record, not the Survey record. Corrected this.
Changes to the order form to make it easier to order.
Updated to new TAB sheet names from the Standard Process CD dated 2003-2004.
Check for printer at program startup and if none installed display a warning.
Check for large screen fonts - having large fonts will move some text and buttons off the screen, causing confusion.
Check for too few colors - having 256 colors or less for the display settings makes it difficult to read the information on the screen.
Updated company logo on splash and main screens

Changes and Improvements to Symptom Survey Maestro in Version 1.80

Added new "Quick Entry" form for inputting the Survey Form. This new form allows you to pre-select a question answer (1,2 or 3) and then enter all the question numbers that have that answer. Many feel that this is a quicker entry method than the original Quick Entry screen.
Allow permanent changes to the "Standard Supplements" dosages on the Setup screen.
Added "Matching complaints for specific symptom(s)" (in the 5 Main Complaints sections) to 3 reports. This is the data from the Survey / 5C screen, where the complaints are matched up with specific symptoms.
Added a Re-Calc button to the Results Schedule screen so that the entire patient survey schedule can be re-created. This can be used when other information has changed such as Standard Supplements or Symptom Survey answers.
Other minor changes and corrections to the forms and reports.

Changes and Improvements to Symptom Survey Maestro in Version 1.73

Anywhere product pricing would print (including customer receipt and order form), the following products were never listed: Cramplex, Saligesic. Corrected this.
Daily, Weekly and Monthly patient costs were wrong in some cases on the Schedule screen and the Final Clinician report. Corrected this.
On the splash screen, show status of each step during program load. Helps find program initialization problems especially when there are printer problems.
Change supplement Phytolyn name to Cruciferous Complete, and the product code from 6825 to 2960.
Corrected supplement short description for Symplex M (was same as Symplex F).
Changed the description on the 5 Main Complaints section to explain that MediHerb products will be added to the patient schedule.
Other minor changes and corrections to the forms and reports.

Changes and Improvements to Symptom Survey Maestro in Version 1.70

Enhanced the bottle calculations in all areas, to no longer just use the smallest bottles, but to use larger bottle(s) where possible to reduce the patient order costs.
Added new button to the main form to allow the user to fill in and print an order form for Symptom Survey Maestro during the 30 day trial mode.
Added new button to the "maintain patient" form: save and add a new survey. Can only be used when adding a new patient.
Added the ability to change the order form name and address so you can order either from Standard Process or a Distributor.
Added new report: Patient Receipt. This prints the same products and dollars as the Standard Process order form.
Added supplement descriptions for all SP products.
Added supplement descriptions to the patient report.
Changed default dosages on dozens of supplements to be more correct.
Changed all MediHerb liquid dosages from Tsp, Tbs and drops to ML.
Added new Mediherb supplement: Wormwood Complex.
Added ability in setup to turn on/off supplement descriptions on the patient report.
Fixed costs calculation on the "Results - Schedule" screen": the All Supplements amount was wrong.
Corrected some spelling errors.
Corrected pricing of product 2065: Cardio-Plus.
Fixed problem when printing: was checking for Acrobat Reader version even when the Tab sheets did not exist.
Added file version checking and updating.
Changed many of the group 8 descriptions on all screens and reports, to be consistent with the latest version.
Corrected problem when printing reports on some ink-jet printers; the bottom few lines were cut off.
Corrected problem with some printers cutting off practice address on the order form.
Added new message window when using the trial version, and added message showing the remaining days.
Corrected problem of truncating question descriptions on the "Clinician Copy of Patient Survey Form" report.
Corrected problem of not being able to edit supplement notes on the Schedule.
Corrected problem when printing the Patient Schedule; the supplement notes numbers do not always print.
Added credits for SP trademark ownership onto the home screen.
Added new messages when entering a valid registration code and features activation code, telling the user that valid codes were entered.
When Maestro is run on Windows XP (in XP Style), some of the forms buttons go partially off the screen: this has been corrected.
When selecting the "Print Forms" number of pages radio button, the last selection is now saved and restored the next time the user goes into the "Print Forms" screen.
Verified that if a patient is flagged as a vegetarian that the calculated selection of products are only vegetarian products.
Removed Group Numbers from several places because of the confusion they cause - the proprietary formula used within Maestro will move supplement priority in some cases. Removed from the: Survey Form Results - Schedule grid, Preliminary Clinician report, and the Final Clinician report.
Corrected printing of dark outlines on the Final Clinician report - Supplements Schedule, so it is easier to read.
Corrected the pricing on the Standard Process order form - was showing the Clinician cost, now showing the list price.
Changed the layout of the Order Form report to accommodate the ability to change the order from address, and to allow for more room for long product names.
On the Home screen, when re-sizing the form the disclaimer would move up: corrected this.
Corrected problem when creating the PDF folder during program startup.
Corrected problem where sometimes the Group Descriptions Patient Report would print with no data.

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