Updates

Newest Enhancements and Fixes in Update 2 of v3.0

January 18, 2019
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In this article: Auto-populating Manufacturer forms now available for US and Canada Scheduling view settings are remembered between sessions New “Patient ready” notification New “Merge patients” function Patient-specific notes for marketing groups New “Do not text” setting in Patient details Enhanced filtering in the Patient journal Manage audiometers from the Setup menu Manage Online Review...

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Marketing and Reporting Enhancements

December 5, 2017
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In this article: Marketing Enhancements Merge fields now available for Canadian insurer ID and policy numbers Marketing filter for patients without a service plan Reporting Enhancements Excel friendly Sales Report Excel friendly Cash Flow Summary Report New format for Insurer Transactions Report Total available for Inventory Report Marketing Merge fields now available for Canadian insurer...

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New marketing and template features

September 27, 2017
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In this article: New merge fields Patient status and “Do not mail” settings now visible Patient types are now user-configurable New merge fields The following new merge fields are now available on both patient forms and order-related forms: patientGenderAbbreviation currentAidServicePlanLeft currentAidServicePlanRight currentAidServicePlanExpirationDateLeft currentAidServicePlanExpirationDateRight The following new merge fields are now available for order-related forms only: servicePlanLeft servicePlanRight servicePlanExpiryDateLeft servicePlanExpiryDateRight For...

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Reporting Enhancements

September 25, 2017
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In this article: New icons show available formats for each report Appointments by referral source report now available in Excel-friendly format Reporting on CPT codes associated with write-offs New icons show available formats for each report Icons beside each report now indicate available formats, making it easy to see which are available in an Excel-friendly format....

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More enhancements and fixes in v2.8

September 23, 2017
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In this article: “Create new event” button removed Select/Deselect all providers option on schedule Sorting recalls by patient name “Create new event” button removed The Create new event button has been removed from the top of the scheduler.     Old “create new event” button   Using the create new event button required the...

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Patient “QuickAdd” feature

August 15, 2017
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When scheduling an appointment for a new patient, it’s now possible to link the appointment to a new QuickAdd record which captures basic patient information. As shown above, the only information required to create a QuickAdd file is: Patient name Telephone # Location Referrer The QuickAdd can easily be converted to a full patient...

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