Topics in Smartsoft 1970-01-01T00:00:00Z 913 321 388 41 0 233 7559204 Updating GP/Medical referrer 2017-07-21T06:43:26Z 2017-07-21T00:07:08Z Rachel Bruce rachel_bruce When closing a GP/referrer's details box, the whole GP/referrer search function closes.<br /><br />Would it be possible to adjust this so it is the same as the patient details box so that when finished with one patient search you can select to either close all together or can perform another search<br /><br />eg - today I was updating an entire clinic's details. Each time I completed one practitioner's update, I had to then <br /><ul><li>re open the GP/referrer search</li><li>change the search on field to organisation</li><li>enter the practice name</li><li>select the next practitioner</li><li>update their details then <br /></li><li>repeat the process all over again for each additional practitioner at that clinic.</li></ul><br />This again highlights the cumbersome nature of this particular function with each practitioner being completely separate in FD. <br /><br />It would be great if organisations could be updated once and then all listings under that organisation are automatically updated or, failing that, having the ability to select organisation details from a drop down menu rather than having to manually update (or in the case of a new practitioner add from scratch) each time. idea 5 7 3 comment 7559256 Adding a Book Now button on your business Facebook page 2017-07-21T02:01:29Z 2017-07-21T02:01:29Z Timothy tim_7104970 The Patient Booking Gateway allows patients to book online directly into Front Desk through your website and business Facebook page.&nbsp;<br /><br />Facebook has a programmable function called a ‘call-to-action’ button, which can be used to display a Book Now button on your page in the Facebook website and smartphone app. The following Facebook help page outlines how to add the ‘call-to-action’ button:&nbsp;<br /><br /><a href="" rel="nofollow" target="_blank" title="Link https//wwwfacebookcom/business/help/312169205649942"></a><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1624483/16873-16n28b9_inlinepng1500600463" /><br /><br />Once this button has been added, it is important to create regular and engaging posts to direct your existing patients to visit your Facebook page and click the Book Now button.<br /><br />Facebook can also provide small businesses with an effective advertising platform, allowing you to target potential new patients in your area through sponsored posts. These paid posts can target adverts to specific Facebook users, for example users that follow pages of local sporting clubs, and can also include a direct link to book online through your Patient Booking Gateway. More information about advertising on Facebook can be found at the links below:<br /><br /><a href="" rel="nofollow" target="_blank" title="Link https//wwwfacebookcom/business/a/boost-a-post"></a>&nbsp;<br /><br /><u><a href="" rel="nofollow" title="Link:"></a></u> article 0 1 1 create 6652604 Physitrack 2017-07-21T01:24:51Z 2015-05-15T01:23:11Z Mark Banks mark_banks_7112616 <p>As a chiropractor I'm interested in my patients doing rehab exercise to enhance their outcomes.&nbsp; Does any one use physitrack for prescribing&nbsp;rehab exercises? and can anyone find benefit in integrating this program with Frontdesk?</p> idea 34 22 9 comment physitrack, integration 7558598 Recalls - Non- default practitioner 2017-07-20T22:43:50Z 2017-07-20T03:35:02Z Rachel Bruce rachel_bruce Would it be possible to change the recall function so specific practitioners can be "targeted" for the recall.<br /><br />eg. If a patient comes in to see a different practitioner from their default one, and a recall is added for them (relevant to the "new" practitioner) the recall shows on the report under the default practitioner's name.<br /><br />It would be great to be able to select the current treating practitioner who has asked for the recall to be added so that when we run the report, recalls are in one place for each practitioner to see so they can easily follow up idea 3 4 3 comment 6961267 Archiving discarded patient files 2017-07-19T06:49:38Z 2016-03-24T05:57:59Z DrMat docgti We have just completed our yearly cleaning out and discarding of patient files over 7 years old.&nbsp; Generally this involves us going through each file one by one and adding a note to their FrontDesk file saying "File Discarded" and checking the archive box which is very labour intensive.&nbsp; This year we had the tech guys create a simple script that automatically archived all patients that had not had a transaction in the past 7 years which took all of 1 second to run.&nbsp; We thought that as every clinic will be doing the same thing every year it would probably be a good idea if FrontDesk could add a stand-alone program or an advanced option to be able to do this ourselves, ideally adding a note to the patient's file as well.&nbsp; Thoughts? idea pending 12 11 3 comment 7557229 LANTERN PAY for TAC payments/invoicing. 2017-07-18T06:09:31Z 2017-07-18T04:29:31Z In Stride Health Clinic in_stride_health_clinic Is Smartsoft looking at the addition of LANTERN PAY for TAC and NDIS payments/invoicing.&nbsp; <br /><br />Apparently they are asking for registered interest to be launched some time later in the year.&nbsp; <br /><br />I am looking for the TAC side only as we don't have any NDIS clients.&nbsp;&nbsp; <br /><br />They are producing an app from which you invoice the account to and they pay within 24 hours providing the client has approval for treatment.<br /><br />Is Smartsoft looking at this for an add on to FrontDesk processing similar to the Medicare/DVA linked payments?&nbsp; <br /><br />Sharon question 2 5 3 comment 6677194 3rd Party Invoicing - Work Cover / TAC etc 2017-07-18T04:36:20Z 2015-06-09T11:22:15Z Liam James liam_james We run an 18 physio clinic, and see lots of work cover and other 3rd party compensable patients. As these are generally linked to common insurance companies / government agencies, we recently transferred all our patients to 'linked' 3rd party billing settings. This is great as it groups all patients linked to a common 3rd party biller. BUT.....<br /><br />We recently did our regular end of month invoicing run for all these linked 3rd party biller groups, and we have had a unpleasant response from some employers/ insurance companies, saying that while all the relevant information is on the invoice, the individual patients within the linked group need separate invoice numbers (preferably on a separate page per person). This is because even though it is a common biller (and payer, ie. the insurance company), the individual invoices need to go to particular case managers within the insurance company to be approved for payment 1st. So therefore all the common people linked to the biller on one common invoice doesn't work.<br /><br />Does anyone have any insights around how to bill 3rd party compensable patients - ideally using email integration, which was the main idea behind linking 3rd party patients in the 1st place (as well as more effectively track where longer term debt is within our outstanding payments).<br /><br />Ideally, I would like to be able to get our Front Desk staff to easily generate and email an invoice to the insurance company at the time a patient is seen. This is what another newer clinic of ours does (we use Cliniko for that clinic), and there is a super easy way to do this which works brilliantly.&nbsp; problem complete 5 4 1 comment 7556418 Electronic Forms with e-signature 2017-07-17T04:58:18Z 2017-07-17T01:41:16Z indra indra_7782190 Hi - is anyone using electronic forms at the moment? I am wanting to set up the ipad with signature capability for our clinic forms (finger sign).&nbsp;We have a multitude of forms - eg workers comp, hire items, new clients etc so do need some editing capabilities ourself. Wanting to know what platform have you used to set up the form - eg adobe acrobat?&nbsp; question complete 4 10 2 comment 7555625 Question about NextAppointment tag 2017-07-17T04:56:20Z 2017-07-15T00:44:20Z Meaghan - KingsWilliam Natural Health Care meaghan_aldridge_chow Hi everyone,<br /><br />This is a bit tricky to explain.<br /><br />We have an SMS reminder setup for our patients with the&nbsp;&lt;&lt;NextAppointmentInPeriod&gt;&gt; tag... &nbsp;It works perfectly if we're using it in the Reminders window.<br /><br />However, if, for example, the patient is in the clinic and books their next appointment and we manually send a text with their next appointment, it shows today's appointment rather than the next appointment.<br /><br />What's the best tag to use instead?<br /><br />Thanks<br /><br />Meaghan question complete 2 4 1 comment 7552857 Do you have an API that other systems can use to enable a two way sync from the Web Appointment book? 2017-07-11T00:40:39Z 2017-07-11T00:02:25Z Ravijeet ravijeet We have a telehealth app. We have clients that use your application and we want them to be able to have a two way sync from your web appointment book into our telehealth app and vice versa.<br /><br />Can you please provide me more information related to your API's?<br /><br />Ravijeet question complete 1 4 1 comment 7326581 Practictioner name changing for client appointments 2017-07-06T02:50:49Z 2016-10-06T05:13:51Z Justin Wray justin_wray If a new &nbsp;patient books an appointment the practioners name is selected as their practioner. If that patient sees another physio for what ever reason the treating practioners name has to be physically changed to correspond with the treating physio.<br />OR<br />&nbsp;if that patient comes back down the track as an old patient it will only show the previous practioner that treated them, it doesn't pick up the fact it is another practioner even if the appointment is made in the practioners treatment column.<br />This system stuffs up reports for active patients when trying to print off the summary and trying to keep abreast of who is treating who.&nbsp;<br />I even had a client come in who hadn't been in for 12months and in a report it came up with a practioners names as the treating physio who hasn't been with us for 11 months.<br />Can you please make it an automated thing that appointments are recognising the treating physiotherapists by where the patients name is place in the practioners column. idea rejected 17 9 1 comment 7545755 End of Financial Year 2017-06-28T07:44:06Z 2017-06-28T07:44:06Z Timothy tim_7104970 With the end of financial year approaching many users are asking how Front Desk can help prepare their business for tax purposes.&nbsp;There is one report that is essential to run after COB on June 30 – that is the&nbsp;<b>Account Balance Report.&nbsp;<br /><br /><u>It is important that this report is run at the close of business June 30th as this report cannot be back-dated and will only report the outstanding amounts and credits as of the current date and time.<br /></u></b><br />The&nbsp;<b>Account Balance Report</b>&nbsp;is found under&nbsp;<b>Statements/Invoices</b>&nbsp;by selecting the ‘<i>Acc. Balance</i>’ button on the right-hand side.<br /> <img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1228783/16918-27m1ad_inlinepng1435628774" /><br /><br /><br /> <img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1228784/16918-vjn59e_inlinepng1435628783" /><br /><br /> This report will list all patients with&nbsp;<b>Outstanding amounts and credits</b>, and can be filtered by&nbsp;<b>Patient</b>&nbsp;or&nbsp;<b>Practitioner</b>. A ‘<i>Detailed</i>’ report can also be generated to show the individual transaction details of each patient.<br /><br /> <img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1228785/16918-104rudz_inlinejpg1435628797" />&lt;<br /><br /> Printing or previewing and saving this report as a PDF is essential. Exporting to .CSV or Excel format is also available. article 0 1 3 create 7545610 'Petya' Ransomware - User Update 2017-06-28T07:20:51Z 2017-06-28T00:09:16Z Andrew andrew_7104921 Please be aware that another large-scale ransomware, believed to be a variant of the 'Petya' malware, is spreading globally with countless victims.&nbsp;<br /><br />Similar to the ‘WannaCry’ ransomware several weeks ago, the 'Petya' malware spreads across affected machine and network shares to encrypt and hold your files at ransom.&nbsp;<br /><br />The ransomware is taking advantage of a vulnerability within Windows that has since been patched by Microsoft. We recommend all users install the latest available Windows Updates to decrease your vulnerability. Running additional virus protection software is recommended, but most of all users should remain vigilant when clicking links or opening attachments from unknown sources.&nbsp;<br /><br />I am happy to report that we have yet to see any of our clients affected by the ransomware, however to decrease your vulnerability please ensure you are:<br /><ol><li>Performing regular Windows Updates.</li><li>Using up-to-date virus protection.</li><li>Performing regular Front Desk backups, storing the backup device away from the computer to ensure it isn’t infected and made unusable</li><li>Not opening links or attachments from unknown sources.</li></ol>For further information please contact your I.T. support people. article 1 1 1 create 7542796 Considering getting online booking thru the gateway - Reviews?? 2017-06-27T23:31:21Z 2017-06-23T06:08:06Z Matrix Physio kylie_squire Hi, this is my first time using this forum. &nbsp;We are a physiotherapy practice and have been using Smartsoft Frontdesk PMS for quite some time now. &nbsp;We are now considering moving towards offering online booking. &nbsp;I would love it if I could get some feedback from people who currently use the gateway. Was it simple to set up and would you recommend it? question complete 5 5 1 comment 7021965 Treatment Plan end date 2017-06-27T00:26:40Z 2016-06-06T06:09:48Z Western Region Health naomi_hill_7909163 I would to have the option of an end date in the treatment plan section. Worksafe and other 3rd parties will approve so many treatments within a certain period of time and it would be great to be able to have an end date as well as start date in that section idea active 3 4 5 comment