http://m.getsatisfaction.com/companies/smartsoft/topics?page=1 Topics in Smartsoft 1970-01-01T00:00:00Z 1324 468 517 69 0 345 http://m.getsatisfaction.com/topics/7896864 7896864 Write off report 2019-06-17T23:13:58Z 2019-06-17T06:20:20Z Deborah Young http://m.getsatisfaction.com/people/10091254 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11425651/photo_medium.jpgsz400 deborah_young_dioscneiq3krd Report on Write Offs for financial year idea 2 8 3 comment http://m.getsatisfaction.com/topics/7896059 7896059 Week to a page: Default Option 2019-06-14T07:20:36Z 2019-06-14T06:54:06Z Joanna http://m.getsatisfaction.com/people/7428905 https://www.gravatar.com/avatar/5a99732c6847827629f4eba2b6a23c0e?d=identicon&s=55&r=PG joanna_7122982 Hello, we always use the WEEK to a page view. However, the system always reverts back to Day view. Is there a way to set a default to always revert to WEEK view? Regards, Joanna idea 1 2 2 comment http://m.getsatisfaction.com/topics/7895222 7895222 Health Insurance Fund information in 'Billing' window 2019-06-14T06:36:04Z 2019-06-12T03:04:14Z Anita http://m.getsatisfaction.com/people/7997137 https://www.gravatar.com/avatar/9bed3927cdc0deae2ed4c48ceff415db?d=identicon&s=55&r=PG anita_7682257 We are a preferred provider for a particular health insurance fund, which means that their members are charged a lower rate than our standard fee. <br /><br />The patient's health insurance fund information is entered in the 'Additional' tab, which then displays on the payment window, which is the last step of the billing process. If we're billing someone who is eligible for the cheaper fee we then have to cancel that step, go back and re-enter the fee amount.<br /><br />Would it be possible to have the health insurance fund info displayed earlier on in the billing process, for example, on the first billing window as well?<br /><br />I'm not sure if there is another way to work around this situation. question 5 4 1 comment http://m.getsatisfaction.com/topics/7885019 7885019 Inactive patient report request 2019-06-13T00:37:17Z 2019-05-13T01:51:56Z Andrea Lutt http://m.getsatisfaction.com/people/8762433 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11283075/gcp_col_300_medium.jpg andrea_lutt I'm wondering how other clinics manage a "file review" process once all clinical notes are done within Front Desk.&nbsp; Prior to this new life, we would go through our current files, separate them into piles by practitioner and place them on their desk and ask them to make calls to make sure the episode of care has resolved satisfactorily - i.e. they missed an appointment, didn't rebook, and now they're fine.&nbsp; Great.&nbsp; The physical file gets a note to that effect and is put into discharge filing and all is well with the world.<br /><br />I thought the Inactive/Active patient report would fit this need, however, despite how it looks and after raising a support case and being helped to understand it, this report will always show a transaction on a patient file even if it wasn't an actual appointment, e.g. they popped in and bought some stock off the shelf.&nbsp; We don't need to know about these transactions, we just want to make sure that folks that have had an appointment and don't have a future appointment or a recall have finished their episode of care.&nbsp; There is no method of "discharging" a patient that I can figure out or a report to show this.<br /><br />I have been pointed in the direction of using the Patient List, exporting this and filtering for no "Next Appointment Date".&nbsp; However, the Patient List does not include the practitioner, and so I would need to run this report for every practitioner in every location, filter each file, save each file and send them to each practitioner.&nbsp; This is a task I need to perform each month and would be incredibly time consuming using this method.<br /><br />Any other ideas or suggestions on how other clinics manage this would be greatly appreciated! question complete 7 3 1 comment http://m.getsatisfaction.com/topics/7894006 7894006 This might be a bug. Can you duplicate this? "qryClient: Dataset not in edit or insert mode" 2019-06-11T09:53:31Z 2019-06-08T07:12:11Z Joyaa Antares http://m.getsatisfaction.com/people/5979473 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481663/JoyaaNov2012Sydney_medium.jpg joyaa_antares <p alt="" name="" rel="" target="" title="" type="" value="">Hi Team,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Please can you run through this quick sequence and see if you have the same problem as me?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Open FD<br alt="" name="" rel="" target="" title="" type="" value="" />Click on the patient icon<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Open any pt file<br alt="" name="" rel="" target="" title="" type="" value="" />Open the "appointments" tab to see prior appointments (you'll need to uncheck the "future appointments only" box)<br alt="" name="" rel="" target="" title="" type="" value="" />Then open the "tracking" tab and make a tracking change (double click on any tracking category)</p> Now try closing the patient file *<b alt="" name="" rel="" target="" title="" type="" value="">from the tracking category tab</b>*.&nbsp; <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Do you see this error?&nbsp; &nbsp;"qryClient: Dataset not in edit or insert mode"<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I am using FD version&nbsp;18.3.3.0 data version 15.8.8, but the issue may appear in earlier versions?<br /><br />Thanks for your help.&nbsp; Joyaa problem pending 2 2 1 comment http://m.getsatisfaction.com/topics/7568409 7568409 Cliniq Apps 2019-06-11T05:52:53Z 2017-08-05T05:42:46Z Jess Nest http://m.getsatisfaction.com/people/8740695 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10937689/12642770_10153370794848870_8896350876094344443_n_medium.jpg jess_nest Hi,&nbsp;<br />Any plans to integrate with Cliniq apps? Colleagues on Cliniko have had good results.&nbsp; question complete 14 9 6 comment http://m.getsatisfaction.com/topics/7894803 7894803 Treatment Plan Report filtering 2019-06-11T05:35:30Z 2019-06-11T02:16:56Z Andrea Lutt http://m.getsatisfaction.com/people/8762433 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11283075/gcp_col_300_medium.jpg andrea_lutt We are using Treatment Plans more consistently for EPC's, NDIS, workcover etc.&nbsp; It's a fantastic feature, however, the Treatment Plan Report doesn't allow us to manage them in an efficient way.&nbsp; The Alert is great at the time of billing, however, to be able to run this report at the end of each month to ensure compliance with things such as letters written to GP's, new plans written etc would be so useful if the filtering worked in a useful way.<br /><br />I am unable to filter the Treatment Plan Report by clinic, despite that being an option in the dialog box.&nbsp; I understand that the values that are returned in the report, update based on which location is chosen, however, this is only useful if a treatment plan has a transaction.&nbsp; We have many cases for example where we receive EPC paperwork from a GP directly and so we put that in as a treatment plan in case the patient decides to book with us during that 12 month period, but often, the patient does not use their plan.&nbsp; So we have multiple plans with no transaction, and no way for me to say to each clinic's administrator, "make your old unused treatment plans inactive so they are then removed from the active treatment plan report" (as an example).&nbsp; I also can't ask my individual clinic administrators to run a report at the end of each month to ensure compliance with tasks related to a treatment plan as the patients reported on are for all clinics.<br /><br />It would be a more beneficial report if the figures were updated, AND, the report was filtered by location/practitioner etc.&nbsp; If this is not achievable, then can the Practitioner please be included in the Export? idea active 3 2 1 comment http://m.getsatisfaction.com/topics/7893980 7893980 Suggestion: when a billings tab is generated is there anyway that an "event"can be generated in the "events tab". 2019-06-11T05:33:35Z 2019-06-08T03:40:01Z Julienne Locke http://m.getsatisfaction.com/people/7462014 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10502447/10846355_10152486041510880_4733456314037287047_n_medium.jpg julienne_locke With all the upcoming DVA changes, NDIS disasters and changes to the fee schedule keeping up with our admin and clinicians with new service agreements,referrals and letters/GP correspondence is getting really difficult.&nbsp; Is there a way to add to easily update the software that when a new billings tab is generated an "event" is added to the events tab so I can pull off an events report to be double and then triple checking everything is correct.&nbsp;&nbsp; idea 1 4 2 comment http://m.getsatisfaction.com/topics/7894013 7894013 Searching the patient files appears inconsistent .. or has this been done on purpose? 2019-06-08T07:43:14Z 2019-06-08T07:43:14Z Joyaa Antares http://m.getsatisfaction.com/people/5979473 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481663/JoyaaNov2012Sydney_medium.jpg joyaa_antares This isn't a tongue-in-cheek question.&nbsp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Please give this a go and see if this is the same on your version of FD.&nbsp; (I am using 18.3.3)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><p alt="" name="" rel="" target="" title="" type="" value="">1. Open FD<br alt="" name="" rel="" target="" title="" type="" value="" />Click on red patient icon<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />2. <b alt="" name="" rel="" target="" title="" type="" value="">Search by email<br alt="" name="" rel="" target="" title="" type="" value="" /></b>Select an email and open that&nbsp;patient's file<br alt="" name="" rel="" target="" title="" type="" value="" />Then simply <b alt="" name="" rel="" target="" title="" type="" value="">close</b>&nbsp;that file.</p> <p alt="" name="" rel="" target="" title="" type="" value="">3. Once again, click on the red patient icon.&nbsp; Do you see that your search box has taken you straight to 'email' so that you can search by email once again?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Now try this ....<br alt="" name="" rel="" target="" title="" type="" value="" />1.&nbsp;Click on red patient icon<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />2.&nbsp;<b alt="" name="" rel="" target="" title="" type="" value="">Search by email&nbsp;</b>(just as before)<b alt="" name="" rel="" target="" title="" type="" value=""><br alt="" name="" rel="" target="" title="" type="" value="" /></b>Select an email and open that&nbsp;patient's file<br alt="" name="" rel="" target="" title="" type="" value="" /><b>Instead of closing patient file,&nbsp;<br /></b><br />3. Go to the <b>General </b>tab and click on 'search' there to conduct your next search.<br /><br />Do you find that instead of searching by email the search box has reset to search by surname?<br /><br />Is this deliberate or an oversight?&nbsp; Personally, I like both approaches as each has its uses.&nbsp; For example, I am currently sifting through some 350 bounced emails from a mail-out and having the search box reset to surname each time is molto tedioso - as the Italians would say - a very tedious business!<br /><br />What I'd&nbsp;<b>like to see</b> is both options, and the ability to select the option you need at the time you need it (e.g., by selecting your choice in System information &gt; options).<br /><br />Do you see the same as me in version 18.3.3?&nbsp; What about other versions?&nbsp; I don't recall this choice before.<br /><br />Thanks, Joyaa</p> question 0 1 1 create http://m.getsatisfaction.com/topics/7887865 7887865 Patient allowed to book in on gateway within restricted timeframe 2019-06-07T07:52:53Z 2019-05-21T06:13:24Z Benjamin Muir http://m.getsatisfaction.com/people/7496566 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10518724/10423775_10153187729234783_3075906381508523918_n_medium.jpg benjamin_muir We have a 3 hour window where patients aren't permitted to book an appointment on the booking gateway. Some how this afternoon, someone was allowed to book an appointment 26 minutes later. Luckily I was able to pick this up in a timely matter as it would have been an issue. Obviously this a bug. I'm running the latest production versions, not any pre-releases. problem complete 3 2 1 comment http://m.getsatisfaction.com/topics/7457433 7457433 Waiting list print / report 2019-06-07T07:29:21Z 2017-02-17T06:18:05Z Paul http://m.getsatisfaction.com/people/8948703 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11013288/Google250_medium.jpg paul_4w82sjsbtiymh Can you please create a way for us to print the waiting list or to be able to create a waiting list report? idea complete 7 5 3 comment http://m.getsatisfaction.com/topics/7730044 7730044 Exporting banking Summary to Excel 2019-06-07T06:31:51Z 2018-05-03T07:28:41Z Adam Woolacott http://m.getsatisfaction.com/people/7427224 https://www.gravatar.com/avatar/9a8a77a539d7b7474a4e61a201baac98?d=identicon&s=55&r=PG adam_woolacott At request of our bookkeeper we are going to start exporting our banking summary to an excel file however there seems to be a glitch on the export that doesn't bring across the medicare/dva description in line 6 but does bring across the correct amount as per below screenshot.<br /><br />Also is there anyway of having a description of the parameters used to generate the report like there is on the PDF eg Date range, location?<br /><br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1728175/RackMultipart20180503-12354-v5s6ls-Capture_inline.JPG?1525332404" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1728175/RackMultipart20180503-12354-v5s6ls-Capture_inline.JPG?1525332404" /> problem complete 10 4 1 comment http://m.getsatisfaction.com/topics/7893676 7893676 Front Desk - Pre-Release Upgrades (7 June 2019) 2019-06-07T05:41:07Z 2019-06-07T05:41:07Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 We are pleased to announce the following Pre-release upgrades for the Front Desk suite of products. Pre-release versions have gone through our full internal testing and quality assurance but limited or no external real-world live testing. Pre-release builds are made available for users wanting the most up-to-date features.<br /><br />To download software upgrades, click the link below:<br /><a href="http://www.smartsoft.com.au/support" rel="nofollow" target="_blank"><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1792338/16313-oqb4g9_inline.png?1559885789" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1792338/16313-oqb4g9_inlinepng1559885789" /></a><br /><br /><b>Front Desk® - Practice Management System v18.3.4</b><b><br /></b>The Xero integration is currently only available to users who have registered as part of our Xero beta testing program. Please <a rel="nofollow" target="_blank">contact Smartsoft</a> if you would like to participate in the testing process.<br /><br />Added the ability to link practice groups to different Xero accounts, or to different organisations in the same Xero account. For systems with HICAPS or Tyro integration, added the ability to group non-consolidated health fund payments by provider number when using Daily Summary integration. <br /><br />The Waiting List Report now displays waiting list notes. The "By Item" filter on the Active/Inactive Patients Report now applies to transactions in the selected date range. Previously, this would include patients who had been billed the item code at any time.<br />Fixed a Patient Booking Gateway issue that caused the “do not offer appointment within X hours” setting to not work correctly. <br /><br />A full list of changes and improvements in v18.3.4 can be <a href="https://www.smartsoft.com.au/docs/changes/18_3_4.txt" rel="nofollow" target="_blank" title="Link https//wwwsmartsoftcomau/docs/changes/18_3_4txt">found here</a>.<br /><br /><b>Front Desk® – Patient Booking Gateway v6.4.0</b><b><br /></b>This version includes the ability to restrict the Patient Booking Gateway to only offer appointments at particular start times. We’ve also added the option to reduce the number of required contact details when booking as a guest. These features can be configured in Front Desk &gt; Patient Booking Gateway Configuration. We have also fixed a few bugs.<br /><br />A full list of changes and improvements in v6.4.0 can be <a href="https://www.smartsoft.com.au/docs/changes/gateway_6_4_0.txt" rel="nofollow" target="_blank" title="Link https//wwwsmartsoftcomau/docs/changes/gateway_6_4_0txt">found here.</a><br /><br /><b>Front Desk® – Web Appointment Book &amp; Insights Dashboard v7.2.2</b><b><br /></b>This version increases minimum font size of value widgets and fixes an issue with the Patient Visit Average widget regarding the "Subsequent consultations need to be with the initial practitioner" filter.<br />Previous changes in v7.1.0 included the introduction of two new widget types to the Insights Dashboard:<ul><li>The Appointment Book Utilisation widgets allow you to view what percentage of each practitioner’s working time is utilised. </li><li>The Patient Visit Average widgets display the average number of times new patients are consulted for each practitioner.</li></ul>Other improvements include the option to view billed amounts less reductions on billing widgets, improved loading times, optimisations for large databases, relocated graph legends with the option to turn them off and improved presentation of value type widgets. <br /><br /><a href="http://smartsoft.com.au/insightsdashboard/" rel="nofollow" target="_blank" title="Link http//smartsoftcomau/insightsdashboard/">Front Desk Insights Dashboard</a> is an advanced reporting tool that allows you to monitor the health of your business using customisable widgets such as graphs, tables and KPIs. This application is available to Front Desk users at no cost and provides live business intelligence information, offering flexible feedback on day-to-day business operations. The Insights Dashboard user guide can be <a href="http://www.smartsoft.com.au/docs/InsightsUserGuide.pdf" rel="nofollow" target="_blank">found here.</a><br /><br />A full list of changes and improvements in v7.2.2 can be <a href="https://www.smartsoft.com.au/docs/changes/web_7_2_2.txt" rel="nofollow" target="_blank" title="Link https//wwwsmartsoftcomau/docs/changes/web_7_1_3txt">found here.</a> update 0 1 1 create http://m.getsatisfaction.com/topics/6573502 6573502 Xero Accounting Software 2019-06-05T05:06:55Z 2015-03-06T23:23:04Z Charmaine Petersen http://m.getsatisfaction.com/people/7418495 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10482191/Charmaine01_medium.jpg charmaine_petersen I was wondering when Xero will be integrated into Front Desk? I had a conversation last year with one of the technicians who mentioned it may be toward the end of 2016?P.S. This forum is a great idea. Thank you! idea active 62 35 15 comment myob, xero http://m.getsatisfaction.com/topics/7802161 7802161 PracSuite – Smartsoft’s New Professional Cloud Product - Coming 2019 2019-06-03T05:23:01Z 2018-10-09T01:30:25Z Tony Taddeo http://m.getsatisfaction.com/people/6850589 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10317710/image_medium.jpg tony_6545450 <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1755704/14776-11upa9s_inline.png?1539048056" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1755704/14776-11upa9s_inlinepng1539048056" /><br />Hi Community<br /><br />The Smartsoft team is excited to share with our users a new project that we have been developing this year. <b>PracSuite is a new professional grade online cloud practice management system (PMS) for the Australian allied health industry.</b> PracSuite will not replace Front Desk but will be a separate product for those seeking a cloud/browser-based product. Note that there are advantages and disadvantages to both desktop and browser-based products. Based on individual needs, either the Front Desk or PracSuite product may suit you best.<br /><br />The project is still under close wraps, but we are pleased to share with you the following:<br /><br /><ul><li>Smartsoft will be using all our practice management knowledge and advanced software development skills accumulated over the past 20 years to deliver a new standard of professional browser-based PMS.</li></ul><ul><li>We are working hard to ensure that ease of use, simple workflows, advanced configuration and features, together with the high level of support that our current Front Desk users’ value is maintained. </li></ul><ul><li>Smartsoft will not be compromising on security and protection of your data, together with high availability through our ‘gold standard’ system architectural design and cloud hosting platform.</li></ul><ul><li>An easy, no cost migration path, including a full data transfer, will be offered to users with a current support agreement moving from Front Desk to PracSuite.</li></ul><ul><li>Previews of PracSuite will begin mid-2019, with an expected release date in the second half of 2019 when all our feature and quality standards are met.</li></ul><ul><li>A survey will be sent to all Front Desk users over the next few weeks to help further gain customer insights into what is important to you so that we can set priorities for this new project.</li></ul>A truly professional online practice management system is just over the horizon! <br /><br />Kind regards<br /><br />Tony Taddeo<br />Managing Director<br />Smartsoft update 11 14 16 comment