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Inactivating referral sources
An enhancement to inactivate referral sources would help so that retired, deceased, or otherwise inactive sources will not come up in reports or print in other situations.
Created 7 Nov 09:58pm by Vicki Neve
Office Manager
0
Needs review
1
Vote
Combine multiple listings of referral sources
There may be occurrences where a referral source is entered more than once. A software capability to combine them into one would be beneficial to reduce confusion and false numbers in reports run.
Created 7 Nov 09:54pm by Vicki Neve
Office Manager
0
Needs review
1
Vote
Aging report
There should be a report to get aging report for every provider regardless of who the primary provider is. This makes easier to track payment at the end of month. This addition to the office manger can help us figure out the balance for each provi...
Created 31 Oct 08:49pm by Guest
Office Manager
0
Needs review
2
Vote
Referral Tracking
We like that we are able to create treatment plans and mark that they are being referred out. So when the treatment is completed and we receive the correspondence from the office we refer to, it is easy to chart what treatment was completed. Howev...
Created 17 Oct 09:37pm by Guest
Office Manager
0
Needs review
2
Vote
Add a "Last Month" Button anywhere that you need to enter DATE RANGES.
For example. Analysis Summary reports. It asks for a date range. Instead of having to enter 09/01/2022 to 09/30/2022 you can just click one button that says "last month" and it will enter the appropriate range for you.
Created 14 Oct 02:33pm by John Mady
Office Manager
0
Needs review
1
Vote
Printable report of patients with ortho coverage
We're doing an Invisalign promo and want to send an email to all the patients with ortho coverage to promote event.
Created 13 Oct 04:50pm by Guest
Office Manager
0
Needs review
2
Vote
HYG should only view her own day sheet report without accessing other providers.
I want to give my HYG an access to day sheet report to view her production for the day, but when I do that she get access to view all other associate report as well. There should be access only to the hygienist confidentiality to other providers.
Created 6 Oct 04:55pm by Guest
Office Manager
0
Needs review
3
Vote
Future Appointment For New patients
It would be essential to have an option where we could look at future appointments by procedural code. We would like the option to see when new patients are coming into the office in the future which is not an option in the custom lists and report...
Created 29 Sep 08:09pm by Guest
Office Manager
0
Needs review
2
Vote
Print Procedure Notes
When printing treatment plan approval status report, it would be great to have the procedure note attached to patients. This is a great benefit to ensure expiration dates are tracked for each procedure. Thanks
Created 28 Sep 05:17pm by Guest
Office Manager
0
Needs review
3
Vote
Being able to add data into excel spreadsheet with all info -
I'm needing to do this with outstanding claims reports - data isn't all there when you try and transfer to excel spreadsheet. And also, needing this for credit balance report. Print to file will not transfer the data
Created 27 Sep 03:50pm by Guest
Office Manager
0
Needs review
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