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Vote
We need to be able to search a new patient that has not been made a patient, either by name or phone number.
No description provided
Created 15 Oct 16:09 by Guest
Appointment Book
0
Needs review
3
Vote
When setting complete on the appointment book, the Appointment Provider should be the default, not the family file provider.
Currently when you set an appointment complete, it brings up the dialog screen to confirm that the treatments and provider you are setting it complete under are correct and the Family File Provider 1 is the default. It SHOULD be the appointment pr...
Created 12 Sep 20:25 by Guest
Appointment Book
1
Needs review
15
Vote
Create a way to SEARCH for an EXISTING EVENT (not appointment)
Create a way to SEARCH for an EXISTING EVENT (not appointment). For example, there is important information in the Notes section of a past event that we need to refer back to (like a contact phone number, or name of a sales rep at that day's meeting)
Created 15 Aug 00:01 by Guest
Appointment Book
1
Needs review
9
Vote
color coded pop ups
we should be able to have the option of color-code pop ups to identify the reason for it. Like a different color for billing, one for insurance, misc pt notes, medical info, etc.
Created 27 Feb 20:27 by Guest
General
0
Needs review
60
Vote
Defaults for Tax/Discount button
At least, add an option to Save as Default for what is selected in the Enter Tax/Discount dialog box. Improve to set up taxes/discounts per patient, account, provider or billing type to automatically apply taxes and discounts by just clicking the ...
Created 09 Jul 04:56 by Guest
Ledger
6
Future consideration
4
Vote
Ledger is not updating correctly after the close of month
Ledger is not showing the correct family balances until when update the ledger of the patient this just happen with patients that a positive balance as credit
Created 08 Aug 13:15 by Guest
Ledger
0
Needs review
8
Vote
Add unique flag to patient's name/appointment for Pre-Med
We would like to see that a patient requires pre-med prior to appointment without having to click on every name on our schedule for the day. If we can just view the schedule and there is a unique flag/symbol that shows next to their name, then we ...
Created 27 Mar 13:45 by Diana W
Appointment Reminders
0
Needs review
5
Vote
Bolder fonts on ledgers
please make the fonts easier to read at a quick glance. The numbers and the minus sign on the bottom section of the ledger occassionally cause us to misquote.
Created 03 Jul 20:57 by Guest
Ledger
0
Needs review
1
Vote
patient age should be able to show the year and month example: 6.4 years old
This would be very helpful when we are doing CRA visits to show us if they will age out for there next visit. This will minimize billing errors.
Created 15 Nov 20:10 by Guest
Family File
0
Needs review
1
Vote
Perio Chart on Patient Chart instead of seperate
Hygienists would like to pull chart up and have perio included in it
Created 15 Nov 16:25 by Guest
Charting
0
Needs review
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