Topics in Smartsoft 1970-01-01T00:00:00Z 1257 438 498 67 0 326 7844678 Email reminders need to reset with change appointment 2019-01-22T11:55:51Z 2019-01-22T04:11:56Z david donkin david_donkin When we use the "Change Appointment" function after reminder emails have been sent, the appointment in the new time slot keeps the email reminder sent status and doesn't get captured in the emails to remind the patient of their new appointment. I'm not sure if this is all the time or only from group appointments, where it occurred on this occasion.<br />Would be ideal if this could be rectified or at least the ability to remove the reminder sent status was available (even though this obviously involves manual steps and isn't preferable) problem pending 3 3 2 comment 7844606 Using the Patient Booking Gateway - Linked Patient feature to book on behalf of all family members 2019-01-22T02:10:06Z 2019-01-21T23:50:43Z Bayside Family Chiropractic bayside_family_chiropractic Hello, We have a few patients (family/husband and wife etc) with the same email address. They are having problems booking online. Am I correct in thinking only on email can be allocated to one person? question complete 2 5 1 comment 6598283 GIFT VOUCHERS(remedial massage) 2019-01-21T22:46:07Z 2015-03-24T03:24:02Z Rebecca Keating rebecca_keating Hi, What is the best way to process and redeem <b><u>gift vouchers</u></b> for our remedial massage therapists. Many thanks.&nbsp; question complete 11 10 2 comment 7840071 Checked 'invoice issued' Column when lodging with Workcover QLD 2019-01-18T04:51:13Z 2019-01-11T06:09:11Z Ridiculously Well ridiculously_well Is it possible for the 'invoice issue' column to be ticked after it has been lodged electronically with Workcover QLD. This will help us easily see if it has been lodged. idea 3 5 1 comment 6666426 Waiting List functionality 2019-01-18T04:42:49Z 2015-05-29T06:35:52Z Diane diane_7122826 <p>Our practice has been using the waiting list function for a number of weeks &amp; we have&nbsp;a few questions</p><p>1 - Can we add patients who are waiting for a cancellation in a group booking?</p><p>2 - Where two or more practitioners are selected, is it possible to tailor the time slots to accommodate the different time requirements of different practitioners?</p><p>3 - Is it possible for the waiting list items to automatically be removed when the time period is over?</p><p>Thanks</p><p><br /></p> idea pending 19 12 3 comment waiting list 7840077 appointment book report - print all practitioners on separate pages 2019-01-18T04:29:19Z 2019-01-11T06:43:01Z Ridiculously Well ridiculously_well We would love to be able to print out the appointment book reports for all practitioners at once, and have them print on separate pages. idea 1 3 1 comment 7842737 merging 2019-01-17T11:17:38Z 2019-01-17T11:02:24Z Paul Bramley paul_bramley Merging Databases question 2 2 1 comment 7842195 Are you using the Front Desk Insights Dashboard, which is included for free with your Front Desk licence? 2019-01-16T04:50:05Z 2019-01-16T04:50:05Z Timothy tim_7104970 <i>Front Desk users have access to two web-based add-ons at no extra cost: the </i><a href="" rel="nofollow" target="_blank" title="Link https//smartsoftcomau/webappointmentbook/"><i>Web Appointment Book</i></a><i> and </i><a href="" rel="nofollow" target="_blank" title="Link https//smartsoftcomau/insightsdashboard/"><i>Insights Dashboard.</i></a><i> Both tools are bundled together as a part of our Web Applications suite. </i><a href="" rel="nofollow" target="_blank" title="Link http//wwwsmartsoftcomau/docs/web_app_install_instructionspdf"><i>Click here for Front Desk Web Applications installation instructions. </i></a><br /><br />The Insights Dashboard provides Front Desk users with enterprise level business intelligence reporting functionality. This functionality allows users to monitor the health of their business using customisable widgets such as graphs, tables, KPIs and targets across many different scenarios. Once widgets are configured, your business intelligence information is readily available simply by logging into the Insights Dashboard. The full User Guide can be <a href="" rel="nofollow" target="_blank" title="Link http//wwwsmartsoftcomau/docs/InsightsUserGuidepdf">downloaded here. </a><br /><br />To kick you off, let’s look at a few examples: <br /><br />The following example presents total appointments for this week compared to last week:<br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1772213/17581-h04zqf_inlinepng1547613944" /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1772216/28620-1lbty1e_inlinejpg1547614006" /><br /><br />The following example displays the percentage of appointment types this year:<br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1772214/17581-5racc_inlinepng1547613960" /><br /><img src="" /><br /><br />In this example, you can see total appointments this month vs last month, with the variation displayed as a percentage:<br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1772215/17581-1474hmi_inlinepng1547613983" /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1772218/25047-1snnvzt_inlinejpg1547614104" /><br /><br />Some ideas for other common widgets also include:<br /><ul><li>Financial or appointment comparison between this week and last week (or other date ranges)</li><li>Total new patient numbers clinic wide and per practitioner</li><li>Practitioner appointment book utilisation</li><li>Highest performing practitioners by appointments or billed amounts</li><li>Top item codes billed to patients</li><li>Income broken down by Fee Category</li><li>Total processed, cancelled, rescheduled and missed appointments for the day</li></ul>For those who are already using the Insights Dashboard, what widget configurations do you find most useful in your practice? If you wish to share images, please be careful not to include any confidential/sensitive information. article 0 2 2 create 7841134 Can we email ical link for many future appointments? 2019-01-14T03:28:38Z 2019-01-13T21:40:28Z Simone Tenae Thomas simone_tenae_thomas We currently book each patient's next 8-12 appointments ahead and we then email the appointment schedule to them, but I have recently been asked by quite a few patients to send them as an outlook or&nbsp;iCal&nbsp;link. <b>Is that possible and if not, when will it be made available?</b> idea pending 2 3 2 comment 7346077 Add an Email Address and Contact Person section/lines in the billing details tab? 2019-01-11T07:16:51Z 2016-10-30T22:59:25Z Mi Fizzio mi_fizzio Is it possible to add an Email Address and Contact Person section/lines in the billing details tab? We use this section for Insurance Claim details. question complete 10 9 5 comment 7838554 Backups in Front Desk 2019-01-08T04:51:54Z 2019-01-08T04:51:54Z Andrew andrew_7104921 Front Desk stores its data in a database, which for most users is self-hosted and managed on the user’s computer systems. It is crucial that users regularly back up their Front Desk database. Data can be lost from faults in hardware, viruses, fire, natural disasters and theft – which can often only be recovered with an appropriate backup.&nbsp;<br /><br /><b>To prevent the loss of critical data we recommend completing a Front Desk backup on a daily basis.</b><br /><br />For most users, this backup is made to a USB or external hard drive so that it can be removed from the computer and stored safely elsewhere. If your computer hardware fails or is stolen the USB can be used to restore your Front Desk data on another machine.&nbsp;<br /><br />Please consider the size of your backup when purchasing a USB or external hard drive. Most backups are less than 8GB in size, which is the minimum recommended disk size. You may also consider buying multiple USB devices, which can be rotated each day for extra security.<br /><br /><b><br />Creating a Front Desk backup:<br /></b><br />From the database host machine click the <b>Backup </b>icon from the toolbar,<br />&nbsp;<br /><img src="" title="Image:" /><br /><br />or select <b>Backup </b>from the <b>System </b>menu.<br />&nbsp;<br /><img src="" title="Image:" /><br /><br />The <b>Front Desk Backup</b> dialog will appear.&nbsp;<br /><br /><img src="" title="Image:" />&nbsp;<br /><br />Front Desk will automatically remember the destination of your previous backup.&nbsp;&nbsp;<br /><br />Click <b class="">Browse&nbsp;<img src="" />&nbsp;</b>to select a new backup location.<br /><br /><img src="" title="Image:" />&nbsp;<br /><br />Use the ‘Save in’ drop-down to select the destination folder for your backup (typically a USB storage device), then enter an appropriate <b>File Name</b>. Click <b>Save</b>.<br /><br />There are two basic backup options to consider further:<br /><br /><b>Verify Backup</b> will perform a verification that the backup has been copied correctly to the target backup media. We recommend this remain enabled.&nbsp;&nbsp;<br /><br /><img src="" title="Image:" />&nbsp;<br /><br /><b>Use Compression</b> can be enabled or disabled depending on your needs. If compression is ENABLED, the backup will typically take longer to complete but result in a smaller file size. If compression is DISABLED, the backup may be quicker but result in a larger file size.<br /><br />Advanced users may also prefer to leave compression disabled to allow for further differential backups via a third-party backup system.<br /><br /><img src="" title="Image:" /><br />&nbsp;<br />With your backup location and preferences selected, click <b>Backup</b>.&nbsp;<br /><br />When prompted click <b>Yes </b>to complete a backup:<br /><br /><img src="" title="Image:" /><br /><br />If the file already exists, you may be prompted to overwrite the file:<br /><br /><img src="" />&nbsp;<br /><br />Most users will maintain a single backup file (fd.bak or, which they overwrite each day with current data. If you do not wish to overwrite the file you can select a different backup directory or file name.<br /><br />Click <b>Yes </b>to continue.<br /><br /><img src="" />&nbsp;<br /><br />An information window will appear once the backup has completed:<br /><br /><img src="" />&nbsp;<br /><br />Congratulations, you have completed a backup.<br /><br />Please note the Front Desk backup will only backup your Front Desk database. It does not backup other information or data on your computer.&nbsp;<br /><br /><b><br />Advanced Backup Features:</b><br />&nbsp;<br />Click the <b>Adv.</b> Button to view the <b>Advanced Backup Options</b>.<br />&nbsp;<br /><img src="" title="Image:" />&nbsp;<br /><br /><img src="" title="Image:" /><br />&nbsp;<br /><b>Auto-generate Unique Filename</b> will default the name of each backup to be unique&nbsp;<br />(e.g. <b>fd_070119_1132_11.bak</b>). This feature is used to create a separate backup for each date, rather than overwrite a single ‘latest’ backup each day. Creating and storing multiple backups will provide more restore points, should you need them, but will use more disk space.<br /><br /><b>Use Temp Directory</b> can be used to specify the directory used for file compression. By default, the compression will take place at the intended destination, however, if the destination disk is slow or limited the compression can be processed elsewhere. The completed file will then be moved to the selected destination after processing. This option only applies when <b>Use Compression</b> has been enabled.<br />&nbsp;<br />Please ensure the selected <b>Temp Directory</b> has read and write permissions for the Windows user ‘Everyone’, which will allow files to write to the directory without issue.<br /><br /> <br /><b>Network Backups:</b><br /><br />In most environments, the backup is completed on the server or database host machine. If required it is possible to configure Front Desk to allow backups from a client machine instead.<br /><br />To begin, this will require a shared folder on either the host machine or client. The folder must have full permissions for the ‘Everyone’ user.&nbsp;<br /><br />Go to <b>System Information</b> and navigate to the <b>Backup </b>tab.<br /><br /><img src="" title="Image:" />&nbsp;<br /><br />Select <b>Override Backup Path</b> and enter the <i>UNC </i>path of your shared folder (e.g. \\Server\Backup), then <b>Close </b>and <b>Save </b>the window.<br /><br />You should now be able to back up from a client machine instead of the database host, which will use the shared folder to create the backup before moving the completed file to the intended destination.&nbsp;<br /><br /><b>External Backup Utilities:&nbsp;</b><br /><br />Smartsoft can also provide a separate utility that allows for automated Front Desk backups. This utility can be used with Windows Task Scheduler for automation, but it must be actively managed by the practice or your I.T. provider to ensure backups are being created successfully.&nbsp;<br /><br />For more information on the Front Desk Backup Utility, please open a support case on our website:<br /><a href="" rel="nofollow" title="Link:"></a><br /><br />Depending on your environment you may already have a managed backup option in place. Please be aware that many basic or ‘File Only’ backup systems may not be able to backup database files where the files are always ‘in-use’, which could result in lost data. If you are using a third-party backup system, please ensure that it is certified for use with Microsoft SQL Databases.&nbsp; article 0 1 1 create 7828618 Xero integration beta testing 2019-01-07T02:50:23Z 2018-12-12T03:04:47Z Timothy tim_7104970 <img src="" /><br /><br />Smartsoft is pleased to announce that we have now completed the Xero integration and are in the final stages of internal testing and documentation.<br /><br />We are looking for a group of beta testers that are happy to trial the new integration in early January. Initially, we are looking for:<br /><br /><ul><li>Front Desk users that do not currently use Xero, but are looking to start using Xero in the near future or;</li><li>Front Desk users that currently use Xero that are happy to create a new Xero account to familiarise themselves with this new functionality.</li></ul><br />Xero offers free 30-day trials to evaluate their product, which can be used for the beta testing.<br /><br />Following this initial beta testing, we will commence a second beta test program to test the interface in production Xero environments.<br /><br />Users that are interested in participating in the beta testing can register their interest by opening a support case at <a href="" rel="nofollow" target="_blank" title="Link http//wwwsmartsoftcomau/support"></a> with ‘Xero Beta Testing’ in the description field. update 8 4 2 comment 7837786 Workforce Management Software 2019-01-06T22:08:26Z 2019-01-06T11:14:24Z Paul Bramley paul_bramley I am loving how software is becoming integrated with Front Desk. I am also excited at the prospect of Xero becoming integrated.&nbsp; Workforce management software - Deputy is able to be integrated with Xero, does this mean it would be able to be integrated with Frontdesk also? question complete 1 4 2 comment 7833522 the online booking is down. 2018-12-28T03:30:40Z 2018-12-26T01:09:05Z Anne Cooper anne_cooper_ja5vkg1i20q1y Online booking is down at holiday time! problem 13 5 1 comment 7833931 Booking Gateway Clean Install 2018-12-28T02:48:10Z 2018-12-27T07:34:55Z Kerri kerri_1860596 I've just done an amazing job (if I may say so myself) of clean installing Front Desk and restoring the database, linking up 5 networked computers - all functioning perfectly.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Only when I download and install the Patient Gateway file from&nbsp;<a alt="" href="" name="" rel="nofollow" target="" title="Link httpswwwsmartsoftcomauSupportUpgradesUpgrades" type="" value=""></a>&nbsp;I notice that the upgrade file and New Install file are the same. When I try to run it I get the error message "this upgrade is for Front Desk Patient Booking Gateway version 1.0.0 or above".<br /><br />I'm confused. Is there somewhere I need to get the original 1.0.0 Gateway before updating?<br /><br />I guess I'll have to wait till Wednesday otherwise, but I'd love to have this sorted sooner rather than later.<br /><br />Thanks! question complete 4 3 1 comment