# January Product News 2026

**Author:** Eric Copeland, Manage Product Manager
**Published:** 2026-01-27

With the January Manage release, we’ve brought together all major improvements from versions 11.5 through 11.8 into a single, cohesive update. Together, these enhancements strengthen how clinics operate before the visit, during care, and after the visit, while supporting the needs of growing groups and large-scale organizations alike.

![Online Booking Auditdata](https://www.auditdata.com/media/45gla3pr/online-booking-auditdata.jpg)

Product News

Running a multi-location audiology group means balancing patient access, clinical care, follow-up, and revenue — often across different teams, locations, and levels of complexity.

With the January Manage release, we’ve brought together all major improvements from versions 11.5 through 11.8 into a single, cohesive update. Together, these enhancements strengthen how clinics operate **before the visit, during care, and after the visit**, while supporting the needs of growing groups and large-scale organizations alike.

With this release, we focused on tightening how everything connects across the clinic lifecycle — from the first booking to follow-up and billing. Instead of adding isolated features, we improved how teams actually work day to day, across clinics and roles.

Eric Copeland

![Eric](https://www.auditdata.com/media/3plnama4/eric.jpeg)

Product Manager of Auditdata Manage

## Pre-Clinic: **Turn Interest Into Prepared Visits**

For front office, marketing, and operations teams, the pre-clinic experience sets the tone. This release improves how patients find, understand, and book appointments through native online booking, cleaner appointment views, and more reliable contact data. Early duplicate detection and unified communication history reduce manual corrections before patients arrive.

For clinics with 3–10 locations, this means growing appointment volume without added chaos.

For 11–50 locations, it means consistent scheduling and preparation across clinics.

For 50+ clinic organizations, it means predictable patient access at scale.

## In-Clinic: **Focus On Care, Not Administration**

During the visit, clinical teams need clarity and minimal interruption. Manage now reduces documentation friction through AI-powered notes, role-aware views, and improved offline workflows that support consistent care delivery — even in remote or outreach settings.

Smaller groups benefit from faster, more complete documentation.

Mid-sized organizations gain consistency across clinicians and locations.

Large enterprises gain confidence that standards are followed everywhere.

## Aftercare: **Protect Revenue and Follow-through**

After the visit, operations and finance teams rely on accurate follow-up, clean claims, and reliable financial processes. This release strengthens aftercare with better task visibility, clearer claim status reporting, auditable cash handling, and cleaner accounting exports — helping clinics reduce rework and improve financial oversight.

For growing clinics, this reduces missed follow-ups and manual reconciliation.

For scaling networks, it provides the reporting depth needed to manage performance across locations.

For enterprise groups, it supports audit readiness and revenue visibility at scale.

## One Release, **One Connected Way of Working**

Individually, these improvements help specific teams. Together, they connect how [front office](https://www.auditdata.com/audiology-solutions/sales-marketing-teams/ "Sales & Marketing Teams"), [clinical](https://www.auditdata.com/audiology-solutions/audiology-teams/ "Audiology Teams"), [operations](https://www.auditdata.com/audiology-solutions/operations-teams/ "Operations Teams"), [finance](https://www.auditdata.com/audiology-solutions/finance-teams/ "Finance Teams"), and [IT teams](https://www.auditdata.com/audiology-solutions/it-teams/ "IT Teams") work across the full clinic lifecycle.

This January release isn’t about a single feature or department. It’s about giving every team — and every clinic size — a clearer, more consistent way to run day-to-day operations on one platform.

## **What’s New**

Appointment Scheduling

## Online Booking, Fully Native to Manage

Convert more patient interest into confirmed appointments by making booking simple, clear, and fully connected to Manage.

Reports

## Task and Replacement Report

Improves recall and aftercare follow-through with visibility into completed, overdue, and at-risk tasks. The replacement report reveals repair and replacement trends to guide product decisions and control costs.

Claims

## Claim Status Report

Provides clear visibility into the full claim lifecycle, helping finance teams spot delays, reduce rework, and manage cash flow more confidently.

Payments

## Cashbox for Physical Payments

With built-in audit trails, cashbox strengthens financial control by making cash and cheque handling auditable, consistent, and easier to reconcile.

Quickbooks

## QuickBooks Journal Exports

Reduces month-end effort by streamlining the transfer of financial data into accounting systems.

Patient Management

## Pop-Up Duplicate Detection

Prevents data errors before they spread by catching patient and lead duplicates early, reducing rework in documentation, billing, and reporting.

API Management

## Multi-Key API Management

Enables safer, more controlled integrations by allowing organizations to isolate access and reduce integration risk as they scale.

HSP - Australia

## HSP Maintenance Claims

Simplifies reimbursement workflows for Australian clinics by removing unnecessary appointments from maintenance claim processes.

## **What's Improved**

## AI-Powered Notes Assistant with Background Transcription and In-App Editing

Reduces documentation friction by supporting faster, more consistent clinical notes, so clinicians can focus more on care and less on screens.

## Appointment Experience with Cleaner, Role-Aware Views

Reduces daily scheduling noise so staff see only what’s relevant to their role, helping clinics run smoother days with fewer interruptions.

## Offline Workflows and NOAH Sync via Bridge

Ensures clinics can deliver and document care reliably even in remote or outreach settings, without breaking workflows.

## Communication History Across Calls, SMS, and Email

Gives teams one shared view of patient communication, improving continuity across front office, clinical care, and aftercare.

## Reporting Consistency Across Multiple Locations

Gives leadership a more reliable view across clinics by standardizing how operational, clinical, and financial data is reported.

## **What’s Coming Next**

With Manage 11.9, we’re doubling down on clarity and consistency in how clinics communicate with patients.

The first touchpoint is online booking. If patients can’t easily understand what to choose, they hesitate, abandon the process, or book the wrong appointment. Manage 11.9 allows clinics to configure patient-friendly titles and descriptions for each bookable appointment reason, helping patients make the right choice the first time — and helping front office teams avoid rework later.

Behind the scenes, reliable communication depends on clean, predictable contact data. This release introduces a more flexible mandatory preferred phone behavior, ensuring clinics capture a usable phone number without forcing a specific type. The same principle now applies to additional contacts when they are used as the primary point of contact.

Together, these updates further tighten the loop between online booking, patient expectations, and day-to-day communication, helping clinics of all sizes deliver a more consistent experience — from first contact through ongoing care.

## **Learn More in the Help Center**

This Product News update highlights what’s new and why it matters.

For step-by-step guidance, configuration details, and walkthroughs, you’ll find supporting materials in the Help Center, including:

- [Technical “What’s New” articles for each release](https://support.auditdata.com/portal/en/kb/auditdata-manage/release-notes-manage)
- [FAQ for features like Online AI Notes](https://support.auditdata.com/portal/en/kb/articles/manage-ai-powered-notes-assistant)
- [Practical videos](https://support.auditdata.com/portal/en/kb/auditdata-manage/videos "https://support.auditdata.com/portal/en/kb/auditdata-manage/videos") for scheduling, documentation, reporting, and billing

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