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Call List
Tagging an appointment on the call list should bring forward the linked treatment plan.
Created 04 Feb 21:55 by Guest
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Run paper and electronic recalls as separate batches.
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...
Created 04 Feb 21:55 by Guest
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carecredit statements
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
Created 04 Feb 21:55 by Janette Whittington (Certified Trainer)
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scheduled services auto/populate for hyg appts
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...
Created 04 Feb 21:55 by Guest
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Deposit Slip
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...
Created 04 Feb 21:54 by Janette Whittington (Certified Trainer)
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recall cards - exclude biling cycles
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.
Created 04 Feb 21:54 by Janette Whittington (Certified Trainer)
Reports
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PDG - Copied Appointments
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.
Created 04 Feb 21:54 by Guest
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multiple location and payment processing
for multiple office users, you should be able to have the location field appear on the grid when posting in the payment window. This way you can see which location to choose from the drop down list. OR the payment should automatically apply to the...
Created 04 Feb 21:54 by Guest
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add pic of insurance card to insurance tab
While we realize the document center exists for scanned images, it would be very helpful to have the image of the patient's insurance card right on the insurance tab with other detail insurance info. Either the image itself if the screen space all...
Created 04 Feb 21:54 by Guest
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Signatures in Clinical Vision
In ability to capture a provider signature on a clinical note.
Created 04 Feb 21:54 by Guest
ClinicalVision
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