Topics in Smartsoft 1970-01-01T00:00:00Z 955 339 397 44 0 246 7594683 How to determine which shift is the busiest each week 2017-09-22T06:10:26Z 2017-09-18T07:29:45Z Barbara barbara_3k5llyrg9myew Hi,&nbsp;<br />We would like to determine which shift is the busiest (i.e. least empty space) each week for each practitioner.&nbsp;<br /><br />Is there a way to do this?<br /><br />Cheers<br />Barbara question complete 6 6 3 comment 7596822 Idea - Custom report filters & result fields 2017-09-22T06:08:24Z 2017-09-21T00:31:43Z Liz A liz_a_8uyefk1wbwx2 I have previously used Visitbase software and found its reporting options fantastic for finding information quickly and easily regarding patients - this was especially useful for different marketing and clinic insights, without having to spend hours manually searching for the information.<br /><br />Unfortunately the capabilities of Frontdesk in providing more specific data about a patient in their reports is limited.&nbsp;<br /><br />E.g. Birthday cards - we would search for patients who have attended within the last 12 months and spent over a certain amount of money in the clinic. We would be able to run the report showing the $ spent data in the results.&nbsp;<br /><br />E.g. We want to track overall changes within the clinic. What was the first date of visit of those who have attended in the last year? <br /><br />It seems that a lot of the first part of the report needed can be achieved on Frontdesk at the moment, however if you could select the data that appeared in the results (more than name, phone &amp; address). &nbsp; idea 3 5 4 comment 7582537 Virtual private network (VPN) difficulties 2017-09-21T07:43:31Z 2017-08-29T04:32:53Z Joyaa Antares joyaa_antares Hi All,<br />Does anyone in our community access FrontDesk over a Virtual Private Network (VPN)?<br />We recently replaced our main computer - the one with the FD database or "server" on it, and since then we have been unable to access this computer using our VPN. &nbsp;We have tried various things, but to no success.<br />Our database computer uses Windows 10 Professional and our client computers (from which we are trying to access it) use Windows 10 Home.<br />Can anyone help?<br />Thanks in advance.<br /><a href="" rel="nofollow"></a> question complete 17 6 1 comment 7588312 SMS appt time incorrect 2017-09-21T02:48:53Z 2017-09-07T04:04:39Z Andrea andrea_7240519 One of our pts recently received an SMS confirming her appt for 8.30am, yet her appt in FDesk was booked for 5.15pm. &nbsp;Has only happened the once, everyone else was sent the correct time. &nbsp;Any ideas why this happened?&nbsp; problem rejected 5 4 1 comment 7595992 Defaults and Follow Up Appts - appt type 2017-09-20T02:40:57Z 2017-09-19T23:53:36Z Rachel Bruce rachel_bruce Is it possible to set separate default appt, default new patient and default group bookings based on the various appt type descriptions please rather than the Defaults and Following Appointments being a general across the board application to bookings?<br /><br />The majority of our work here is physio so the defaults are <br />currently set for physio new, physio follow ups and group Pilates however, we have a number of other services that these defaults do not apply to<br /><br />eg. appt type 2 in the pic below is for a new aquatic patient <br /><ul><li>we do a land assessmenet in our consulting rooms</li><li>subsequent appt should be a 1:1 hydro session in the pool (off site)</li><li>classes should be hydro general</li></ul>another example is the 7th appt type down Continence and Women's Health Physio which&nbsp; different follow up appts from general physio<br /><ul><li>the initial assessment is classed as Continence WH New <br /></li><li>subsequent appts should be Continence WH F/Up</li></ul>Incidentally, I would love to be able to change the appt code for the Continence Women's Health&nbsp; appts from PTN (Physio New description) to CWN for reporting purposes however, if I change that one, all PTN coded appts change to CWN......<br /><br /><br /><img /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1652166/RackMultipart20170919-46117-b0cmlc-image_inlinepng1505864465" /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1652169/RackMultipart20170919-116093-12vju72-image_inlinepng1505864504" /> question 1 3 1 comment 7273073 Changing account on billing screen 2017-09-20T02:00:52Z 2016-07-30T22:02:53Z Adam Woolacott adam_woolacott When we bill a patient from the appointment book and have to change the account at the billing screen it resets the item code and price resulting in us needing to search for the item code again. Is there anyway frontdesk can be set up to maintain the same code? idea rejected 6 6 6 comment 7593346 Separate Billing and Receipting 2017-09-19T23:25:00Z 2017-09-15T03:54:49Z Specialised Hand Therapy Services specialised_hand_therapy_services After the new software update the system remembers if a receipt was posted or emailed and stays ticked despite the default stating not to print/email - Since the Billing and Receipting are linked every single time the therapist bills a patient they now have to untick the email/printing box so that the invoice doesn't get printed at that stage. We are running our invoices once a week. Could that be reverted back or at least get the Invoicing and Receipting separated so that once I email/print a receipt that action doesn't affect the billing screen. idea 3 4 1 comment 7593883 Keyboard shortcut for "Copy Note" in Clinical Notes 2017-09-18T02:50:44Z 2017-09-16T01:56:34Z Tony Croke tony_croke It seems that there's no keyboard shortcut for "Copy Note" in Clinical Notes. Sometimes, when I use the Alt-D shortcut to delete a note, I get a prompt asking if I want to copy a clinical note ... so maybe it's in there somewhere and I just haven't found it? idea active 2 3 1 comment 7593364 Does anyone use Tyro through a Remote Desktop Connection to a cloud server? 2017-09-15T07:44:01Z 2017-09-15T05:22:20Z Hand Works hand_works We are looking at getting Tyro but having read previous posts about it's connection issues I just wanted to see if anyone is in a similar situation as us and can tell me how it works for them?<br /><br />I have previously read that if you have terminals in multiple locations the communication between Front Desk and Tyro gets confused about which terminal it should be using. &nbsp;We have had this issue with printers before and it was a nightmare.<br /><br />We have multiple locations and connect to Front Desk through a Remote Desktop Connection to a cloud server. &nbsp;Therefore Front Desk is only installed on that one computer, so Tyro tell me it shouldn't be a problem. &nbsp;It's only when it's installed on each computer that it becomes a problem. &nbsp;Does anyone else have this setup? &nbsp;I just want to be sure it will all work ok and use the right terminal before we start cancelling the current bank terminals and incurring fees.<br /><br />Thanks :) question 7 5 1 comment 7593379 medicare - billed twice. 2017-09-15T06:25:50Z 2017-09-15T06:02:52Z Bayside Family Chiropractic bayside_family_chiropractic We have had a little glitch, consequently we have had a few medicare items that have been billed twice. In the report it obviously says &nbsp;- payment has already been made for this item.&nbsp;<br />Can i just delete them? I do I still need to call medicare?&nbsp; question complete 2 4 1 comment 7593380 Appointment made details (for changed appointments) 2017-09-15T06:03:02Z 2017-09-15T06:03:02Z Anita anita_7682257 If a patient arrives too late for their appointment but is able to be slotted in for a later appointment on the same day the appointment is simply dragged into the new time slot.&nbsp; <br /><br />Now the appointment details reflect that the appointment was made on the current day, instead of when they originally booked the appointment (for example, two months ago).<br /><br />Could I suggest that a "drag and drop" appointment on the same day be registered by the system as a changed appointment, and that the original booking information be retained by the system. idea 0 1 1 create 6643219 Invoice Search Icon 2017-09-15T03:49:10Z 2015-05-06T02:21:43Z SydSportsMed sydsportsmed Is it possible to put an icon for "Search Invoices" on the shortcut bar above the appointment book. &nbsp;At present we can only access it under the System Menu, which can be frustrating when searching for a number of different invoices.<br /><br /><i>Sorry, If I'm making your head spin with all my requests. :)</i> idea pending 7 6 8 comment invoice search shortcut 7592578 Appointment status waiting time 2017-09-14T07:13:24Z 2017-09-14T00:47:12Z Lucy lucy_811chl7dhoet6 It would be great if we were able to run a report detailing waiting times of when patients arrive to when they are seen by a practitioner. &nbsp;Is this something that Smarsoft is looking at incorporating? question complete 1 4 1 comment 7590430 Event record for Recalls 2017-09-11T01:16:43Z 2017-09-11T01:16:43Z Julian Varney julian_varney_9ocqh0jqlabky Hi,<br /><br />We run monthly recall reports &amp; generate Mail Merge mailouts from these reports.<br /><br />At present, in order to record that a person has been sent one of these mailouts, we have to crawl back through individual records &amp; make a note that the letter has been sent. This is a large undertaking.<br /><br />Can this be automated in some way please? is it possible for FrontDesk to record an "Event" in the patient records when their name/address has been used in a mail merge?<br /><br />Thanks. idea pending 0 1 2 create 6720853 Recall on cancellation 2017-09-06T23:11:06Z 2015-07-23T06:38:11Z Rebecca rebecca_7178232 <p>Would it be possible to have a recall option on the cancellation tab below "email cancellation notification..." tick option? It would be great to be able to tick a recall option and immediately put in a recall for a cancelled patient, rather then going into their file separately and creating a new recall. </p><p>I also use the web appointment book and when I cancel a patient, I can not manually put in a recall using this system. So it would be great to have the option to tick and add a recall in</p><p><br /></p><p>Thanks :)</p> idea pending 3 5 8 comment appointment cancellation, recall