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Able to post procedures without completing appointment
Currently when a scheduled appt is completed via the 'Post/Set Complete' tab, it grays out the appt on the schedule. Needs to be a way not to 'complete' or gray the appt until front office has confirmed services are correct, provider is correct an...
Created 14 Apr 22:13 by Guest
Ledger
0
Needs review
1
Vote
A report to see the top 1000 patients (by amount spent) over the last few years.
No description provided
Created 12 Apr 21:44 by Guest
Ledger
0
Needs review
1
Vote
Alphabetize procedure codes
Hello, there is currently no way to alphabetize the verbiage of the procedure codes. i.e "bridge seat, waterpik, toothbrush, etc". It would be helpful when checking out to have them alphabetized. Thanks!
Created 07 Apr 16:37 by Guest
Ledger
0
Needs review
9
Vote
Need to add QR Code to paper statements for Online Payments
Many patients are asking to pay their bill online. We need to add our QR code to paper statements for this to happen and it doesn't allow this. We already have a click to pay for email statements, but some patients still receive statements by mail.
Created 06 Apr 21:47 by Candi Clayton
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Needs review
3
Vote
Allow editing items in the ledger that are in history with password
It would be helpful to be able to edit items in the ledger after they are moved to history. For example an Insurance that pays and then asks for a refund due to insurance terminating that now needs to be sent to their new insurance. Or being able ...
Created 06 Apr 18:55 by Melissa Ratliff
Ledger
0
Needs review
2
Vote
Choose what is on a receipt
I want to be able to manually select what is printed on a receipt. For example, I only want to print the payments made or print only the procedures from a previous appointment (with ADA codes too)
Created 04 Apr 13:53 by Guest
Statements
1
Needs review
5
Vote
Ledger Note
I would like to have the ability to put an account note directly on the ledger. Example: note regarding patient balance and/or payment arrangement.
Created 31 Mar 20:01 by Guest
Ledger
1
Needs review
2
Vote
Income Tax Receipt
A clear and easy to read income tax receipt for all expenses paid by the patient and family members only
Created 31 Mar 19:09 by Mikayla Bruneau
Ledger
0
Needs review
1
Vote
Ledger Grid Lines
Please put the grid lines back on the ledger, not just the color separation
Created 31 Mar 17:29 by Guest
Ledger
0
Needs review
1
Vote
For Family billing have a name next to charges so that they can see which child is being billed for
Suggest that there be a balance forward amount at the start of each billing statement and list a name for the current charges so the family can know which child the charges can be attributed to.
Created 30 Mar 18:49 by Guest
Statements
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Needs review
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