Feedback and suggestions
154 results found
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Please can we sort the "Active Jobs - Booked In - By Due Date" list by practice
I will specify the current day as the due date to see all jobs that should go out today. If I could work through each job required by a practice in sequence, this would be more suitable than finding one job, and then 10 jobs later finding another one in the list.
3 votesThe "Booked In - by Due Date +" list from the Jobs list will allow you to click the Practice header to sort by practice.
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Practice summary statement in months
Practice Summary statement to be broken down monthly, to show each dentist's total for each month still owing. I think this used to be the case with the old transactor!? But now it's just one figure which doesn't help when you want to highlight a practice's overdue balance along with the current month.
3 votes -
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 -
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 -
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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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 -
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 -
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 -
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 -
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 -
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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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 -
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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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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2 votes
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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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2 votes
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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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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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customer details keeps coming up when I select a customer from the list
If I double click on a surgeon to select them in the list, and I do this when the box is over the customer details bit on the main screen it selects the surgeon then brings up their details box.
It doesn't happen if I make sure I click on the surgeon away from the main customer box. Could get frustrating!
Thanks!
1 voteFixed during beta phase
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