Specialty Ideas

V2013 has a new report "Type & Frequency"...this report is really designed for OMS but would like the ability to change a couple of categories to be more geared towards GP instead of specialty. Idea brought up at DVE Expert Series

For PDG - the ability to exclude certain billing cycles from recall reports/cards, i.e. billing cycle 3, for due and past due recall types.

The ability to run an AR report by Billing Type would be beneficial. Currently we can export the file to Excel and sort by Billing Type, but this ties up a lot of time.

Make a way to filter either "Returned" or "Waiting/Submitted" pre-determinations when running the Pretreatment Status report. When I need to check on pre-treatment estimates that haven't been returned by the insurance company, I have to weed throu...

When Running a referral report, I want to see how many new patients were referred to each Dr in our practice not as a practice. When I run report now it shows Production and collections separated but not number of new patients that referring Dr se...

Could you make a category for EFT in the daily report. Show a deposit slip for the EFT's???

Would be nice if the letters we generate in the documents section under the letter log can be emailed to the referring doctor or dentist instead of having to print out the letter and mailing it. Since postage is going up to 55 cents a letter this ...

We would like to be able to pull a report that dives into case acceptance. Consult / $$ Treatment planned / $$ Scheduled / next appointment date / $$ Total treatment completed to date / $$ % who scheduled / didn't schedule % of completed treatmen...

This is to request that OMSVision create an adjustment that is excluded from production or the billed charges column in a patient's ledger. When a patient's balance is written off, accounts receivables is correctly reduced; however, the adjustment...

The current aging report has 7 aging buckets, 0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 150, 151 to 180 and 181+ days, which would be 6 months or greater. However, these aging buckets are on the totals for each patient. By TOTAL, I mean that ...