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240
Vote
Birthdate in new appointment window
its is very important to get birthdate for a pt when new appt is made, i am surprised that this is not advised before , nor the requirements team or testing team has pointed or its in the list. whatever that feature is very important
Created 09 Jul 04:16 by Guest
Appointment Book / Scheduling
8
In Development
5
Vote
Software Ideas for Questionnaires
Add a box that checks "Same as patient" for insurance and responsible parties so that patient doesn't have to input information multiple times. Remove/expand character limits for "best time to call". Add "Other" or "Unspecified" for gender selecti...
Created 22 Mar 15:12 by Guest
Health History
0
Needs review
10
Vote
automatic post "sent Statement" in Ledger once it is printed or e-billed
No description provided
Created 13 Feb 20:17 by Guest
Statements
0
Needs review
234
Vote
Allow any report to be exported to Excel for data management and manipulation
No description provided
Created 09 Jul 04:21 by Guest
Reporting
53
Future consideration
7
Vote
Quick reference in the Appt Book for unreliable patients
We have a small number of patients who are likely to reschedule an appointment with short notice. In an attempt to prevent a day from falling apartment, we have restrictions on how many unreliable patients can be scheduled on the same day. We used...
Created 06 Mar 17:03 by Claire B
Family File
0
Needs review
5
Vote
Being able to link Health history notes to clinical notes.
Being able to automatically update health history to clinical notes instead of having to enter it manually.
Created 21 Mar 19:19 by Guest
Health History
0
Needs review
5
Vote
Let me finish primary claim before switching screen to secondary. Ask to create secondary after adjustment has been done.
When a patient has two insurances, I want to be able to completely finish out the primary claim, including any payments AND adjustments. When I am about to close the claim is the best time to ask if I want to create a secondary claim, not when I h...
Created 21 Mar 18:43 by Diana W
Claims
0
Needs review
8
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
50
Vote
Need an easy way to print ledger for a specific date range with a chosen START and END date, patients always request this for their taxes.
This would help the staff to print out the ledger for a calendar year, showing total of charges, discounts or write-offs, insurance payments and patient payments. We have about 100 patients each year that request this for their taxes. Our old soft...
Created 04 Apr 21:23 by Guest
Statements
4
Future consideration
4
Vote
View More than 20 Ops
Our office is expanding and although I know the option of Fkey views, we would love tobe able to see more than 20 Ops at a time. Even if this means skinnier columns it still helps us compare DDS ops and HYG ops when schedulling adjacent appointments.
Created 27 Mar 16:42 by Sarah
Scheduling
1
Needs review
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