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Add Journal Entry types
Make it so that you are not limited to "phone call", "miscellaneous", or "reminder" on the office journal. Would also like to add our own, for emails, texts, etc.
Created 31 Dec 18:17 by Guest
0
Future consideration
2
Vote
Online forms
Can you add an autofill feature or patient information feature to the Covid screen form for the questions that do not change each time? Can you also add the option to medical hx form for No Changes if patient has no new info?
Created 07 Jun 18:10 by Guest
Patient Forms
0
Needs review
3
Vote
Provider Credit Balance Filter
When running the Provider Credit Balances Manager it would be VERY helpful and streamlined if when looking at only accounts with a credit balance, ONLY accounts that need allocated would show up on the report. I run this report weekly and accounts...
Created 18 Mar 18:45 by Christy Whalen
Ledger
0
2
Vote
Preauth Aging Report to exclude inactive pt and to set date range
When running the preauth aging report, everything from since the beginning of the practice shows up including inactive patients. It would be great to be able to set date range and exclude inactive patients.
Created 06 Jun 22:03 by Guest
Reporting
0
Needs review
3
Vote
invalidate a condition once treatment is done. Ex watch tooth
It is helpful to invalidate the condition once TX is rendered. It eliminates confusion.
Created 17 Mar 17:08 by Guest
Charting
0
3
Vote
automatically mark patients as inactive
I just ran a report of patients we haven't seen in the last 18 months and the list is over 2500+. It would be beneficial to be able to run a report and then choose to automatically mark patients as inactive rather than going into each family file ...
Created 17 Mar 13:19 by Guest
Family File
0
1
Vote
Report - Highest producing/active scheduler per person
To be able to measure who are the highest producing schedulers. Where are the top $$$ appointments coming from and who are creating them.
Created 25 Aug 14:30 by Guest
Scheduling
0
Needs review
1
Vote
Predetermination Legacy notes need unlocked
Notes made in the predetermination of preds created prior to latest update can be added, but then they are locked as legacy and cannot be viewed. Please unlock the legacy notes. We have information in those notes for patients copays and predetermi...
Created 24 Aug 19:31 by Guest
Claims
0
Needs review
2
Vote
Insurance in Canada
What I find extremely frustrating is in Canada someone can work for the same company have the same group number as 4,000 other employees and have completely different insurance coverage then the next person with the SAME GROUP NUMBER. For example ...
Created 02 Jun 21:19 by Guest
Dental Insurance Benefits and Coverage
1
Needs review
2
Vote
Appointment time locks
It would be so beneficial to our office if we could lock appointment times in so the time allotted for each patient/procedure cannot be changed once the appointment is made. Too many hands in the fire equals appointments that get shortened that do...
Created 02 Jun 16:55 by Guest
Scheduling
1
Needs review
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