In order to have multiple providers for an appointment, we are taking a two-phase approach. The first phase, which is currently in beta, is that users will be able to select different providers for each procedure upon appointment completion. This allows the office to indicate what actually happened during the appointment, thus removing the need to go to the ledger and manually change the provider for each procedure after the appointment is completed.
The second phase is to allow the user to set providers for each procedure when an appointment is created. Currently, we are not actively working on this phase, and do not have a timeframe for its release, but we will continue to monitor feedback.
In line with this, we are changing the wording of this request to be closer to the second-phase of the feature, in order to allow offices to share feedback.
It would be great if you could make a place in the code itself (procedure code setup) whether it is Provider 1 or Provider 2 completing the service so it would automatically choose the corresponding provider showing in the family file.
Need to have phase 2 implemented as soon as possible so that we can make the appointment once with the correct provider then not have to make any changes once the appointment is completed.
Yes please. We need this NOW! Currently we have someone auditing all of the procedures posted in the ledger to check for proper provider, in case the hygienist forgets to change the exam provider to the doctor. Also, we currently have a PPE charge added to each appointment, but credit has to be changed after the appointment is completed, because the credit goes to the company, not a provider. Sixty appointments daily on average. This is a real time consumer. Would be so much more efficient if we could choose the provider for each procedure when creating the appointment.
this one would be great to have so we do not have to manually change for credit