Specialty Ideas

It would be nice if the monthly report & monthly deposit report would add up. I'm not sure why we have to figure out what is different on the monthly deposit report when in all actuality both those reports should match.

We have several locations & different team members travel to all locations at different times. It would be nice to have the User ID listed on the ledger next to the workstation since the workstation is not very helpful to find out who actually...

Advantage: A preference setting or profile/estimator setting that would prompt a user to answer or enter the question “is this initial placement” for those procedures that require this information. Currently this is just defaulted to no for this q...

Tagging an appointment on the call list should bring forward the linked treatment plan.

Ability to do separate batches for recalls, one for printed and one for electronic in the recall system. Currently you have the option to send as email when possible. We are looking for an option to either do printed or do electronic.he radio butt...

Statements currently have V, MC, AM, D.....would like the ability to add additional payment types. Example, CareCredit. Idea brought up at DVE Expert Series

When you are treatment planning procedures, it would be great if the scheduled service could automatically populate.  At least for hyg procedures.  This would help with the streamlining of the this being missed most of the time.  It...

Ability to to have patient last name show on the deposit slip, in order to help balance quicker at the end of the night. (currently can type a last name in the personal check but no other payment type) Also, to be able to seperate out the credit c...

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.

When using the copy appointment feature, it SHOULDN'T show as a rescheduled appointment in the patient info center under appointments. And, not copy the comments either.