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Feedback and suggestions

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  2. Allow adding an item to a job using defaults

    ie. default quantity, price band, price etc. so there would be no need to display the screen asking me to confirm these details.

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    We are gathering feedback with a view to improve this aspect of the line entry design.

    However, in the current system you can already use the speed entry feature:

    SPEED ENTRY:
    1. enter the item code followed by a comma
    2. press ENTER
    (this will instantly add the row for quantity 1, using the default price. For > qty 1 enter a number after the comma)

    See article:
    http://transactor7.uservoice.com/knowledgebase/articles/369932-speed-entry-of-lineitems-using-defaults

  3. Practice Summary Statement - need a monthly version

    For example, if we are entering the date range of 1st of the month to last of the month the current statement is showing total of invoices plus outstanding balance.

    Would like a version of the practice summary statement that only shows totals for the date range I specified.

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  4. Would like a report to show all jobs for tagged customers, showing surgeon, patient and full job details

    It would be similar to the Jobs by Reference list, but instead of using a reference, allow me to select a customer tag. All jobs should be listed for those customers, showing job state, surgeon name and ID, patient name and full job details (such as in the detailed reports)

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  5. Allow setting a maximum job value limit

    So, say a customer has a maximum job value limit of £130, if when adding items to the job, it takes the total value over £130 - the price stays capped at £130.

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  6. 1 vote
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  7. 1 vote
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  8. 1 vote
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  9. 1 vote
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  10. can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than doing it singularly

    can we have the option to select a group of notes to print or delete in 'queues unprinted notes' rather than having to delete them singularly to end up with the batch you want to print. We want to use this as a print out for clinicians so we can document what work has been sent to them.

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  11. 1 vote
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  12. 1 vote
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  13. Can we have the first line of the deliver to address under the surgeon name when adding payments

    This is to help differentiate the same surgeons that work at different practices. Cannot always remember who they are by their account number.

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  14. 1 vote
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  15. 1 vote
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  16. 1 vote
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  17. writing in private message

    when you write something in the private message box could the 'enter' key please be reinstated as a way of clicking 'ok'

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    planned  ·  2 comments  ·  Admin →
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  18. 1 vote
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  19. 1 vote
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  20. Can the Palmers Notation be spaced correctly so the teeth appear in the correct positions?

    For example, if I enter Upper Right 8 and 1, and Upper Left 1 and 2, I would want to see it displayed on the form and the invoice as the attached image.

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