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Entry tracking
Need a report or at least a screen to view all entries, edits, deletes, new appointment, changed appointments, notes made, etc. - by day, by user with time and patient associated. Should show every entry made into the system.
Created 11 Jun 12:51 by Tammy Holstine
General
0
Needs review
1
Vote
Edit past labs
Remove unused labs from the patient lab case manager so the pull down list does not continue to grow. We should have the ability to archive old labs.
Created 30 Oct 20:59 by Guest
Lab Case Manager
0
Needs review
1
Vote
Insurance roll-overs
I'm having an issue applying rollover maximums. Please let me know how this is supposed to be done. Also, when an insurance increases coverage in yearly increments? I simply cannot work with these devils anymore without some kind of help from some...
Created 30 Oct 15:01 by Guest
Insurance
0
Needs review
1
Vote
Treatment Planner
Specifically, the Treatment Planner. For one, it needs to have any deductibles or maxes applied. Secondly, the contacted status needs to update in the treatment planner without having to be manually adjusted. It just shows the "recall" contact, wh...
Created 30 Oct 14:43 by Guest
Treatment Plan
0
Needs review
1
Vote
E-mail statement or receipt
Most patients request you to e-mail receipt or statement
Created 30 Oct 14:15 by Guest
Ledger
0
Needs review
2
Vote
Allow Editing of Visit Dates
It appears that patients created through the "new" New Patient Workflow have First Visit and Last Visit dates that cannot be altered in the Family File, even after the initial visit is completed and their status is updated from Non-Patient to Pati...
Created 19 Aug 21:09 by Dr J
Family File
0
Needs review
2
Vote
DISCOUNT PLANS SHOULD NOT GENERATE CLAIMS OR BATCH
although discount plans are tagged to not bill insurance, it still generates a claim with daily batch. I find it extremely tedious to go on the ledger and hit do not bill on every procedure. Reports also reflect outstanding claims for discount plans.
Created 19 Aug 20:56 by Guest
Claims
0
Needs review
4
Vote
Would like a marked watch area to automatically change when treatment is put in for the same watch area.
No description provided
Created 28 Mar 19:32 by Marcy w/ Dental Associates
Charting
0
Needs review
8
Vote
Symbol showing insurance claims have been submitted.
As the receptionists are going through out their day, it would be nice to see a symbol for said days submitted insurance claims on the appointment book for each appointment. The button to submit all claims is great however, there are some claims t...
Created 12 Jun 20:45 by Guest
Insurance Maintenance
0
Needs review
4
Vote
Archive a provider
It would be nice to be able to archive a provider so they do not show up on any reports unless you want them to.
Created 26 Mar 15:19 by Guest
Office Manager
1
Needs review
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