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14
Vote
Office Manager needs to have bigger font
Office Manager needs to have bigger font, Self explanatory
Created 29 Nov 16:37 by Guest
Office Manager
1
Needs review
1
Vote
minimum balance filter
The patient balance report needs to have a feature where there is a filter for minimum balance currently.
Created 19 Nov 22:28 by Guest
Office Manager
0
Needs review
2
Vote
Audit trail form of payment changes
I would love to be able to see who changed a form of payment on a patient's account currently you can see if the amount was edited but not if the form of payment was changed for example patient paid cash we have it on a printed deposit slip in a f...
Created 07 Oct 20:46 by Guest
Office Manager
0
Needs review
1
Vote
Office Manager chart audit
Check list for office managers to audit scheduled patient accounts. Verifying insurance, co-pays, pending treatment, and outstanding balance.
Created 11 Nov 19:14 by Vianey Munoz
Office Manager
0
Needs review
1
Vote
Develop a report showing all active patients who have not been seen since a specific date
provides a list of patients practice may reach out to for potential recalls, also allows practice to keep records up to date in case patients should be archived
Created 07 Nov 18:25 by Roberta Dodero
Office Manager
0
Needs review
1
Vote
Aging Report
Aging and Credit reports should print with ease and not re-calculate before doing so.
Created 05 Nov 14:12 by Guest
Office Manager
0
Needs review
2
Vote
Would like to see which provider closed an appt. and posted items to the ledger not only adjustment and deletions.
Need to know which provider posted the procedures to the ledger so if there are questions then we can track who cllose dand checked out the appt.
Created 17 Sep 15:40 by Guest
Office Manager
1
Needs review
1
Vote
Uninsured Patient Report
Looking for a report that shows the specific patient names of those who are uninsured. Not just the number of patients.
Created 31 Oct 21:09 by Guest
Office Manager
0
Needs review
1
Vote
Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.
To look at notes for patients that came in the practice for a date range to see what care was prescribed or if we missed a recommendation from a doctor. Currently I try to look at notes for one day of visits and it goes through every patient and t...
Created 31 Oct 18:11 by Guest
Office Manager
0
Needs review
2
Vote
I would like to see a name after "single billing statement" in the batch processor and the same thing for single patient ledger.
If there are multiple billling statements you don't know which on you you want to look at. Sometimes have to open half a dozen of them to find the one you want. So inefficient!!
Created 12 Sep 00:07 by Guest
Office Manager
1
Needs review
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