Topics in Smartsoft 1970-01-01T00:00:00Z 1287 453 505 67 0 335 7802161 PracSuite – Smartsoft’s New Professional Cloud Product - Coming 2019 2019-03-19T23:29:12Z 2018-10-09T01:30:25Z Tony Taddeo tony_6545450 <img src="" 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.&nbsp;</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 in early 2019, with an expected release date of mid-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!&nbsp;<br /><br />Kind regards<br /><br />Tony Taddeo<br />Managing Director<br />Smartsoft update 7 9 13 comment 7862581 Sending more than one bulk email via booking gateway? 2019-03-12T06:15:24Z 2019-03-09T08:36:57Z Joyaa Antares joyaa_antares We're just kicking off with the booking gateway.&nbsp; Initial signs are promising ... exciting!&nbsp; Today I sent out some 4,000+ emails via "bulk email" to notify clients of the facility.&nbsp; Each email contained an activation code for the client (presumably unique per person).&nbsp; Suppose I want to send out a second email in a few month's time.&nbsp; Can I re-send to the same clients, or will the system report that I have already posted to these email addresses?&nbsp; &nbsp;Thanks, Wise Ones. question complete 3 3 1 comment 7861246 How can the Front Desk - Physitrack integration help your practice? 2019-03-06T01:58:02Z 2019-03-05T22:53:53Z Timothy tim_7104970 <img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779841/5999-17ov5uo_inlinepng1551826227" /><br /><br />Creating greater efficiencies and smoother processes for Front Desk users has always been a key priority at Smartsoft. Last year, we heard from our users that integrating with exercise prescription software would create these efficiencies, which is why we chose to integrate with client engagement solution Physitrack.<br /><br />Physitrack not only lets you prescribe exercise programs and educational content to your clients and track their outcomes in real-time, but also lets you have secure Telehealth video calls with clients.<img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779843/31812-osdsge_inlinepng1551826265" />&nbsp;<br />David Wilson from myPhysioSA in Adelaide runs three clinics with 18 clinicians and has been using Front Desk since 2007. After subscribing to Physitrack in 2016 he recently integrated his Front Desk system with Physitrack.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779842/31812-1qtqjwu_inlinepng1551826242" /><br /><br /><i>"Physitrack is a fantastic solution that gives us a huge library of professionally recorded exercise videos and educational content to create custom programs for our clients.</i><br /><br /><i>The ability to track our clients’ outcomes, including over 60 automated outcome measure questionnaires, means we can discuss the clients’ progress in a lot more detail with them.</i><br /><br /><i>As practitioners we can access Physitrack online or via their iOS app, which makes it a very flexible solution when working with clients on location. The free PhysiApp client app not only looks great, but is very easy to use, even for elderly clients. </i><i>It comes in iOS, Android and web versions, so there is an option for every client.</i><br /><br /><i>The best part about the integration between Front Desk and Physitrack is that we can open a client directly from Front Desk into Physitrack. This literally saves us minutes per client, which all adds up very quickly.</i><br /><br /><i>Having a PDF of prescribed exercise programs uploaded back into Front Desk is great too as it gives us a complete history inside Front Desk."</i><br /><br /><br />Front Desk users receive a 40% discount and pay only $8.99p/m (normally $13.99p/m). To subscribe to Physitrack go to <a href="" rel="nofollow" target="_blank" title="Link https//auphysitrackcom/register"></a>.On the payment page select Front Desk as your affiliate and enter <b>FD40 </b>as your discount code. <br /><br />Does your clinic have 10+ practitioners? Contact Physitrack at <a href="" rel="nofollow" target="_blank"></a> about a group account to manage Physitrack for your entire team.<br /><br />The Front Desk Physitrack Integration User Guide can be downloaded by <a href="" rel="nofollow" target="_blank" title="Link http//wwwsmartsoftcomau/docs/PhysitrackUserGuidepdf">clicking here.</a> article 1 2 1 comment 7860850 Add additional font options for Warnings 2019-03-05T00:12:30Z 2019-03-05T00:12:30Z Joanna joanna_7122982 We find that the Warnings Pop Up is essential for our business. It would be super helpful if we had the ability to change font size, colour, highlight text in warnings so that we could draw particular attention to different aspects.&nbsp; idea 0 3 3 create 7860845 Patient Booking Gateway Reporting 2019-03-04T23:57:28Z 2019-03-04T23:57:28Z Steven steven_7107276 The Patient Booking Gateway contains an admin portal that allows users to monitor the activity of the gateway in your practice. The gateway performs both an operational and marketing function by allowing existing and new patients to make appointments online 24/7. Not only does this help take a load off the reception staff but it also provides a source of new patients. For optimal results, it is important to monitor and fine-tune its performance in your practice by making changes to your internal procedures, website and marketing.<br /><br />To visit your Patient Booking Gateway admin portal, simply add “/admin” at the end of your Patient Booking Gateway URL.&nbsp;<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779696/1996-2mgs8q_inlinepng1551743233" /><br /><br />The Patient Booking Gateway Admin portal uses the same login credentials you use to log into your Front Desk. By default, only the Admin account has access, though other users can be allowed access by editing their security privileges in Front Desk.&nbsp;<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779697/1996-1cumbkv_inlinepng1551743262" /><br /><br />Once logged in, select <b>View</b> to see the site’s statistics.&nbsp;<br /><br />The first thing you will see on the Booking Gateway Statistics page is the number of logins, which allows you to see how many patients are signing into the Patient Booking Gateway to check their appointments. You can filter this by unique logins, and you can view daily, weekly or monthly activity. This graph also gives you a way to view how many people have signed up for an account, especially useful after you have sent out invitations inviting your existing patients to book online.&nbsp; Over time, this graph can represent how many patients are logging into the Gateway to check their appointment times, which hopefully means they aren’t calling the practice as often!&nbsp;<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779698/11619-c7wb32_inlinepng1551743407" /><br /><br />Selecting <b>Appointment Activity</b> will allow you to see how many appointments have been made, cancelled or rescheduled online. If you hover your mouse over a column, you will get a breakdown of how many new patients, existing patients and (if enabled) group classes have been booked online.&nbsp;<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779699/1996-28vrb0_inlinepng1551743447" /><br /><br />Another source of Patient Booking Gateway information if through the Front Desk Insights Dashboard, which is available at no cost to Front Desk users.<br /><br /><a href="" rel="nofollow" target="_blank" title="Link https//communitysmartsoftcomau/smartsoft/topics/are-you-using-the-front-desk-insights-dashboard-which-is-include-for-free-with-your-front-desk-licence">Click here to learn more about the Insights Dashboard.</a><br /><br />In this example, the Appointment Report widget has been customised to show you how many appointments booked through the Patient Booking Gateway have been processed (missed, cancelled or rescheduled) so that you can track patients who book online are converted to paying clients.<br /><br />Simply change the <i>Made By</i> filter to <b>Booking Gateway</b> to see this information as highlighted below.<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1779700/11619-writll_inlinepng1551743510" /><br /><br /><img src="" /><br /><br />If you need any assistance with locating your admin portal link or setting up your Insights Dashboard, please open a support case here: <a href="" rel="nofollow" title="Link:"></a><br /><br />Is your practice interested in offering online bookings? Use the following link to book a time for an online demonstration of the Patient Booking Gateway: <a href="" rel="nofollow"></a> article 0 1 2 create 7857870 Booking Gateway leaving inconvenient gaps 2019-03-01T05:14:23Z 2019-02-25T00:34:35Z Ben Kewish ben_kewish Hi Gang, I've had a couple of my therapists who have complained that the booking gateway is offering appointments to patients that are not contiguous with other appointments in their book, leaving inconvenient gaps that they then cannot fill with other patients. Is there any way of programming the gateway to select available appointment times that immediately precede or follow existing appointments as a first option? This would leave fewer holes in a practitioner's day list. idea complete 5 6 2 comment 7826748 Calculations of the utilisation tool in Insights 2019-02-28T06:04:51Z 2018-12-07T04:35:20Z Jess jess_do4u9yf7ksdnd <p alt="" name="" rel="" target="" title="" type="" value=""><span>We have been experimenting with the utilisation tool and have come across the below issues:</span><br /></p><ol alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">DNA’s are currently being included as utilised time (in our opinion this should not be included)</li><li alt="" name="" rel="" target="" title="" type="" value="">If you use a casual appt over the top of scheduled time, it recognised that time as unutilised time but should be recognised as utilised time (eg meetings)</li><li alt="" name="" rel="" target="" title="" type="" value="">There should be an option of just a ‘note’ rather than a ‘casual appt’ as you are unable to place a casual appt over ruled out time and then no 2 happens</li><li alt="" name="" rel="" target="" title="" type="" value="">Exercise/group classes – if there are 0 bookings in the group bookings, the tool thinks that it is a full slot</li><li alt="" name="" rel="" target="" title="" type="" value="">If there is an appt over multiple time slots, does the utilisation tool, calculate it as one slot or multiple?</li></ol><p alt="" name="" rel="" target="" title="" type="" value="">Feedback would be appreciated as we are really keen to get this tool working correctly for us.</p><p alt="" name="" rel="" target="" title="" type="" value="">&nbsp;</p>CBHG team<br alt="" name="" rel="" target="" title="" type="" value="" /> question complete 5 3 2 comment 7859162 export clinical notes as csv / xml for transfer 2019-02-28T04:59:02Z 2019-02-28T03:55:16Z eric robert eric_robert_bjye3vkfxchqj Hi Folks, does anyone know if there is a way to export clinical notes as csv, xls or xml for transfer?<br /><br />A practitioner is moving clinics and needs to take clinical notes for their patients with them?<br /><br />Eric. question 2 2 1 comment 7858746 Injured Body Part Selection in PBG 2019-02-27T03:48:35Z 2019-02-27T03:34:41Z Corinne Ward corinne_ward_7tr6oefphaf24 We have issues with patients not putting in what type of body part they would like treated on PBG in the 'notes for practice' section. I was thinking whether maybe after they select which Health Service they will be coming for that another window pops up before selecting a practitioner that has options like: Right Leg, Left Leg, Neck, Upper Back etc just keep it simple but then we would have an idea what they are coming for without having to make a follow up call which defeats the purpose of having PBG.&nbsp; idea 1 4 2 comment 7858340 the prompt to process DVA/Medicare claims has stopped appearing 2019-02-26T05:51:12Z 2019-02-26T04:23:36Z Andrea andrea_7259707 On starting FD each day, we used to get a popup prompt box indicating that there were DVA/Medicare claims to process, and did we wish to do that now?&nbsp; (we did).&nbsp; Recently, this prompt has disappeared and we are doing it manually, but if someone forgets it can really make a mess of sorting out the bank recs as the $ amounts don't match.&nbsp; How do we get our prompt back?&nbsp; Thanks.&nbsp; question 2 5 1 comment 7857893 email update 2019-02-25T04:17:12Z 2019-02-25T02:21:58Z Mark Banks mark_banks_7314099 I'm having problems updating my email address in my profile of the support forum.&nbsp; i go to my profile. I attempt to add the new address but it says 'that address has already been taken' when i add the new email address. question complete 1 2 1 comment 7856619 Invoice - Quanity Column 2019-02-21T04:03:03Z 2019-02-21T04:03:03Z amy amy_jj081magre05k I am curious, are others needing to use a quantity column when invoicing hours per an item number? Which then&nbsp;pre-calculates the figure in the subtotal column? We specifically use&nbsp;our invoices for hours being billed(ie. 4.5hrs,1.17hrs,1hrs)&nbsp; question 0 3 3 create 7856138 DVA Billing 2019-02-20T04:46:25Z 2019-02-20T03:12:10Z Julie Fletcher julie_fletcher Hi we have been advised that we need to submit Specialist invoices for DVA clients electronically.&nbsp; At the moment we can only do this for our Allied Health clinicians. Is this some that can be looked up with the next upgrade.&nbsp; We can do the Medicare online billing for our specialist so not sure why we can't for DVA.&nbsp; <br alt="" name="" rel="" target="" title="" type="" value="" /> idea 1 4 1 comment 7856077 How am i able to add an exisiting practioner to another clinic for the day? 2019-02-20T01:56:43Z 2019-02-19T22:42:30Z Michelle michelle_ajd8s3ymeiyvp question complete 2 2 1 comment 7683931 Payments in the Patient Booking Gateway 2019-02-18T03:35:39Z 2018-02-09T03:22:47Z Michael Molton michael_molton_hc2qwhpzmvj92 We find that there is a higher number of 'no-shows' with the PBG. There is also a proportion of course of no-shows with telephone/other-email bookings. We have now introduced an over-the-phone refundable booking fee of $85 when new patients call for an appointment. This does two things. First, if the caller declines to pay then the caller is probably of low value to our business. Secondly, we can be assured that the caller will arrive. Let's face it, no-shows inconvenience accessibility for other patients as well as wasting valuable staff time. My question is, can the PBG include a payment modality for new patients for this fee?<br /><br /> Note: This conversation was created from a <a class="notranslate" href="" rel="nofollow" target="_blank">reply</a> on: <a class="notranslate" href="" rel="nofollow" target="_blank">Marketing your Patient Booking Gateway</a>. idea active 4 7 6 comment