Feedback and suggestions
150 results found
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Automatic patient search or popup when entering a job, or patient notes facility
When adding a patient to a new job, popup if any jobs already exist for this patient. For example, after quoting a surgeon for work, down the line they may request a job but we are not aware if we already quoted for it and a new job is started. We do not wish to use patient search every time we enter a job just to see if there is a related job already on the system.
This is just an example, the previous job may not be a quote but a related job.
As we store notes on previous…
7 votes -
2 votes
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1 vote
This could be more quickly supported by adding an optional filter to the Report parameters ‘Customer TAG’.
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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 -
Changes to practice details to apply to surgeons at that practice
When creating a new surgeon, the practice details are copied across. However, would like changes to a practice details to affect existing surgeons at the practice.
1 vote -
Subject of outgoing email to represent the attached document
For example, the subject will change depending on whether an invoice, statement or delivery note is attached
2 votes -
'Begins with'...... options increased
When you look up active customers, it brings up a 'begins with...' box so you can put in a letter or two to search for the customer you require quickly.
PLEASE could this be available elsewhere e.g. Inactive
Customers, Inactive Products. And in 'control centre' for searching for 'Surgeons' and 'Practices'. I spend ages, scrolling up and down too fast then too slowly. I makes things so much more time consuming!, especially if you have several searches to do.2 votes -
On the statements - unpaid, show overdue invoices in red
For invoices which have been outstanding longer than the payment terms, either colour in red or add an "overdue" stamp next to them.
Currently for the statements that we print, we are putting overdue stickers on them. However, we can't do this for statements that we email!
1 vote -
2 votes
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An "on-shelf" category on the Booked In Items Summary for On Hold jobs
Would like to see the number of items on jobs in the on hold state on the booked in items summary, under their own category of "On-Shelf" regardless of the true nominal category of the item.
1 vote -
component quantity option to stay fixed and not multiply up
on assembly product codes, to stop some component quantities from multiplying up. eg. Models to stay = 1.
1 vote -
Would like a quick way to set the price of a product across all price bands
Every month we set the price of particular products (metals) based on our purchase price, with the same price across all price bands. We have 15 price bands.
On T6 it was simple to locate the product in the setup wizard and tab through each price band, pasting the same price. On T7 this process takes a little longer.
Can we have the ability to copy a price to all price bands for a product?
1 vote -
more intuitive manual payment allocations window
a few improvements are requested by users who don't find initial exposure to this window as good as T6 was.
1. Double click the row to allocate it, more intuitive than CTRL-click
2. Re-implement the single APPLY button next to AUTO APPLY as per T6
3. Ability to CTRL-click multiple rows then click APPLY"The blue hint text re Ctrl-click was not noticed, but we expected dbl click to do the allocation".
Feedback documented by staff : SR
0 votes -
When running the Nominal Account Summary (the equivalent of the Analysis by Category on T6) it defaults to last month
On T6, the equivalent report defaulted to the first of the current month to today's date
1 vote -
Show the department list in the same order as it was in T6
The "On Bookout" list has been set up in the order of a job's work-flow. In T7 It's showing in alphabetical order, rather than ID order
1 vote -
1 vote
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2 votes
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1 vote
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1 vote
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Would like to see the history of the most recently used surgeons at the bottom of the Customer menu
T6 did this by listing the recently used surgeons at the bottom of the Surgeon menu.
Makes my life much easier if I can just pick the same surgeons over and over when updating their jobs, rather than searching/selecting them from a list all the time
1 vote
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