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Patient Balance Report
Adding a date range. As of now, we can see all patient balances from the start of the practice, however we bought the practice in 2018. Therefore, it would be nice to see our patient balances from specific date ranges.
Created 08 Sep 14:20 by Guest
Office Manager
0
Needs review
6
Vote
Event Search
Being able to search for events similarly to the appointment search. Our office uses events to notate various pieces of information and it would be helpful to be able to see that information at a quick glance instead of clicking through the calend...
Created 30 Apr 17:17 by Guest
Clinical Notes
1
Needs review
23
Vote
New patient search by date of birth.
When a patient calls as a new patient, we should be able to search the data base by date of birth. As we have had patient dismissed and then come back under a different last name. Or were here as a child and come in with a different last name. Thi...
Created 18 Sep 17:18 by Guest
Family File
2
Future consideration
23
Vote
Billing Statement to patient instead of guarantor
Guarantor isnt necessarily the one paying for the patient. So should be able to send bill to patient and not to the guarantor. Will also then show how much each familt member owes and not the whole.
Created 16 Sep 18:03 by Guest
Billing and Adjustments
0
Future consideration
10
Vote
Please move the red alert tab on treatment chart
It covers the left side of the tooth chart and we have to constantly move it out of the way.
Created 29 Mar 19:56 by Guest
Treatment Plan
0
Gathering Feedback
7
Vote
Connect and highlight same family members on days schedule
It would be very helpful to have all family members on that days schedule to connect and highlight so when making reminder calls you are aware of the whole family.
Created 19 Jan 22:42 by Guest
Scheduling
0
Needs review
5
Vote
allow adults in the family file to have different addresses
I work in a pediatric practice and it is common for a child to live with one parent and be covered under insurance by a different parent. It would be very helpful to allow each adult to have a different address.
Created 05 Aug 16:34 by Guest
Family File
1
Needs review
3
Vote
Aging report not including all accounts with balances
I just recently printed an aging report that I noticed two accounts have had balances since 2023 & they were not on my previous printed aging reports. Anyone else experience this ?
Created 20 Feb 13:54 by Guest
Office Manager
0
Needs review
23
Vote
audit trail to track deleted or edited events in appt book
No description provided
Created 22 Aug 15:26 by Unknown Unknown
Appointment Book
2
Future consideration
22
Vote
Time clock enhancement
Everyone would benefit with the additional information. Provide the ability to quickly select and enter vacation, sick and holiday hours. Allow employees and management the capability of searching per employee hours used for those categories. Also...
Created 25 Nov 22:06 by Guest
Timeclock
0
Future consideration
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