Feedback and suggestions
154 results found
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please can we have something that allows as to send a generic letter to all clients, either by post or email.
I think it would be a good idea as we have all clients on one list if we could have something that we could send a generic letter out to them.
1 voteYou can edit custom letters in Control Centre > Advanced > Reports > Custom letters.
Send these either from the Batch Report Manager, or the Report menu > Customer, or Practice.
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1 vote
It is now possible to run all your patient statements at the end of the day (or any time for any period) by using Tools > apps > Batch single invoices or patient statements
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batch report practices by name
When you select ,for example, Practice Statements in Batch Report Manager, one selects 'Practices by NAME' to establish the format the list will be presented in. However they in fact are listed in Practice Account Number (which were, I guess introduced with T7). I'm sure most people will like me go by Practice NAME not Number. Would it be possible to view Practices in 'alphabetical order' as you can with Dentists sir names?
1 vote -
I need to view a list of jobs completed every day with total showing on
and also i need to print out a list of dentists or practise with specified fields(details) of the job not with default fields you put in
3 votesYou could use the Jobs lists > completed, but these do not give a grand total. If you need the grand total you can use Report menu > Sales data lists > Invoices and credit notes.
Either enter the current date as the start and end dates, or use the word TODAY.
Although we don't yet provide the ability to create your own reports, if the included lists within LabManager itself aren't suitable, there are many extra report templates in the export library. Use File menu > Export.
If you would like a specific list that isn't available in that library, let us know the fields you need and we can either locate a suitable report for you, or add this to the library.
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1 vote
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Would like a report showing jobs booked out completed for a customer on a specified date or date range
We should be able to run this for the current customer on the form - we don't want a list of all jobs for all customers.
A summary invoice by date range would do the job, but we do not want to show the values of the work.
This report is to hand to clinicians who we have booked out work to.. but we don't want it to seem like we're pressing them to pay us.
1 voteYou can use Jobs button > completed by date range & customer, or completed by date range & practice
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Allow emailing to primary email AND email list
So we don't have to go back and add the same email address in email list box that we already entered into all our surgeon's primary email box.
2 votesWhen entering a contact email address, this will automatically copy to the email list box if it is already empty.
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Would it be possible to print the Aged Debt List in Grouped by Surgery format, this would be most helpfull
Grouping dentist in surgery for the Aged Debt list would make things much easier
1 voteAged Debtors by Practice is now included with LabManager
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Make the Allocate Credit list printable OR provide a report that show payments and their allocations
1 voteWe have added an export template "Generic - Credit Allocations by Customer" to provide a list of all allocations for the given customer.
Access this from File menu > Export, then download the template.
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1 vote
On the Price Bands page, there are now options to add a band to all customers and optionally set as the favourite (default).
From that page it's also possible to change all customers with a particular price band to have another band set as their default.
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1 vote
From 8.33, available from Tools menu > Apps > Batch single invoices or patient statements
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1 vote
This is logged. You can view events like this from File menu > System History > System Events, and filter by the event, such as "Payment - Receive payment".
This will show the user name, date and time, and customer ID, along with some other information.
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1 vote
You could use the sales by miscellaneous custom field list, in the Sales data lists.
This will group customers by whatever text is in the Miscellaneous field on your customers.
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Warning when selecting a Due Date that's before the current date
I have been caught out a couple of times when selecting a Due Date, such as when at the end of the month and I'd like the Due Date to be at the beginning of following month - without thinking it's easy to select a day in the current month.
1 vote -
Allow sorting of patient search results
When doing a patient search the results appear in date order with columns patient/ job/ customer etc, it would be good if you could click the customer or surgeon and it sorted it in patient name or surgeon order, then you could find patients with the name you are searching for with a particular surgeon, this would be good if it could be used when searching a customers history, if after selecting the customer and getting their history you could click the patient column and sort the information out in patient order, you wouldn't have to search throughout the years…
2 votes -
Batch Report Manager - customer has no email address popup is too fast!
Attempting to send a large batch of email reports to email list and find a good proportion don't have their email list box filled in. The popup telling me this appears for each customer, which doesn't give me time to react to a previous popup.
Can we have a summary somewhere that we can check at the end of the run?
1 voteIn the BRM, the second column (next to the tick boxes) in the list of dentists shows which email addresses have been added to the dentist's profile.
For example:
@@@
Indicates the dentist has a contact email, email list, and statement email list.
-@-
This would indicate the dentist only has a email list.
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Print or email OVERDUE PLEASE REMIT invoice
would like to be able to produce this.
2 votesDebtors letters are now available from Report menu > Customers, and also in the Batch Report Manager.
Statement (unpaid invoices) is now available from the same locations.
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Can the payment ref that I entered show on the customer history?
It shows on the payments list, but would be useful on the customer's history too
3 votes -
Show a warning if a job is booked in with a due date on a weekend
Yes, the job shows the day along with the due date at the top of the screen, but when booking in jobs quickly we do not always notice this.
5 votes -
Too many commas showing in the patient name, especially when missing some fields such as title
Eg. "Smith,J,,"
8 votes
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