Feedback and suggestions
154 results found
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refresh search results automatically when changing the search type
In search windows like Customer - History, the window opens then i choose 'All Completed Jobs' from the drop down selector. Nothing happens until i remember to click the Search button. Another example is 'Account History'. I think it would be great if the list refreshed automatically.
3 votesA ‘Press Enter to search’ message becomes evident if criteria is changed and the list is waiting to be refreshed. This is similar to Google’s search methodology if the criteria chosen may result in a long result list.
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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 -
Can we have a notepad facility for non Transactor terminals
Can we have a notepad facility for technician PCs (not running Transactor) so technicians can enter notes that Transactor operators can see.
2 votesFrom 8.33, technicians can access the job in Procuur via the web page or phone app, and notes added will sync into LabManager.
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Deleting/editing completed cases
When a case has been booked out and charged it no longer seems possible to edit or delete the case.
I understand that this would not normally be required but if there is a mistake on what has been added to the form or the case was booked out to charge in error there now seems no way back!! For example I now have a case booked out to one of my clients that is wrong and I cant remove it from his monthly statement.
Many Thanks
2 votes -
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 -
Copy to new - ability to include non-financial items only
On choosing 'Copy To New' when there is an existing job on the main form, would like to choose to exclude not just notes, but all non-financial items.
2 votesfrom v7.06
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Would like a report to show products invoiced to all surgeons in a specified practice, for a specified period
ie. A summary of all the items that are listed on the practice summary invoice detailed.
2 votesReport > Sales > Sales data lists > Sales by product for customer
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Overwriting a price, means 'price band' field is lost.
Sometimes you need to adjust the price of an item when you are invoicing, you don't necessarily want to load a new code or apply a discount. When you you manually alter a price, or enter an Alloy price (which is left blank as it differs everytime single time) the Price Band i.e. NHS/Private is lost. This means not only are invoices/patient statements missing information, but the reporting is effected. The 'Sales by product grouped by Price Band' Report becomes an inaccurate and therfore unusable report.
2 votes -
saving e-mail address and phone numbers into dentists/practice accounts
I see you can go into control centre and update a Practice details, with
e-mail addres/phone number/notes etc. However when you go into a dentists account, that practice info you have just entered does not show again the individual/s at that practice. How do you get that info to copy across?2 votes -
Don't want to print empty reports for "R2" or "R3"
If I am running two reports per surgeon (R1 and R2), I can untick the 'empty' ones in the R1 column using the menu above the tick boxes, so I don't have to print them. However, I am forced to print those that are 'empty' in the R2 column.
2 votes -
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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Report - Similar to Sales by Product, but with Job no and Patient too
Inputs: Product Code, Customer( or all custs), Period
Output columns: Date, Job#, Patient, Qty, Net
GT: qty, NetRequested by Lab # 3280 11apr2013
2 votes -
edit internal/private notes
I sometimes want to edit internal notes, or correct a typo, but this is not possible. You have to add a new entry. Which is not ideal, and serves to confuse sometimes too. Also, I enter internal notes/codes with EVERY job raised so it's also frustrating that you can't just TAB into this field - like you used to be able to, but have to mouse click onto it. which does disrupt the job raising process.
2 votesNotes can be deleted
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Group surgeons by practice on sales by customer
Sales by practice report is spread across pages. I like the sales by customer report as it's a long list.
2 votesYou can now use Report menu > Sales > Sales Data Lists > Customers Related.
Click the Practice column to order by practice name.
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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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When adding very hi-res images to a job they are too large..
.. to view properly, even when zooming out to the minimum of 25%. We receive very hi-res images regularly so we need to be able to view these quality images without having to scroll around them.
2 votes -
Would like to report on value of all items for jobs booked in within a specified period
Regardless of the current status of the job. (Booked in or out)
2 votes -
2 votes
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2 votes
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anomally when entering invoice number - it removes job number ?
When looking at a job on the sysem by various routes, the JOB number AND INVOICE number are both displayed...However when you search by invoice number (by typing INV12345) in the Job field, then hit enter - the invoice number remains in the job field AND in he invoice field. As you can see from the attached photo. If you require the job number by way of clarification, then you have to out of the job, reload the account, and search for the case again. Bit of a blip there I think.
Thanks1 vote
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