Great Expressions GE86: Need bridge detail for the Positive Collections report and the Allocations report so the provider could see what was allocated to them based off collections.
Example Available from Accnt Mgr

It would be nice to have the option of moving documents between categories in the document center.

Currently when we add or scan into the Documents area, the document has to stay where it was added or we have to delete it and rescan if it was accidentally entered under the wrong category.

Is there any way to have the progress notes "auto save" You don't have to "save" anything else in DV and CV, but you HAVE to press save when doing progress notes..... not easy on the clinical team when they forget or if the computer "hic-ups" while doing this.

Change the picture charting of a root canal, post and crown - when this is charted, it looks identical to a planned extraction - doctors want to visibly see a difference

Currently you can send statements to patient via email however there is no way to run 2 different batches, one for printed and another for electronic/email. You have to do both at the same time. It would be a cost saver if the office could run separate batches, one for printed and one for electronic/email statements (Not to be confused with outputting all the statements to an electronic file, we are referring to 'Send as email when possible)

When you are treatment planning procedures, it would be great if the scheduled service could automatically populate.  At least for hyg procedures.  This would help with the streamlining of the this being missed most of the time.  It is very time consuming when you have to add this scheduled service.  If we could at least cut down on the amount of clicks or the steps that are taken to do this.  It would be nice if we could link each procedure to a scheduled service automatically.

It would be nice to be able to search the progress notes by tooth number if you are looking for details that concern one tooth or area. At this time you have to read over each progress notes to find what you are looking for. I know you can look at the ledger and see the DOS, then go to the progress notes and look up that date, but that can be time consuming. If we had a field to enter a tooth number if applicable that would help.

Currently it's not easy to use progress notes templates. we would like an ability to tab from line to line when using the template so that he is not having to use the arrows to scroll down then to the end.

it would be nice to be able to use a "cut" and "paste" feature as well, we do repeat a lot of statements......

Ability to do separate batches for recalls, one for printed and one for electronic in the recall system. Currently you have the option to send as email when possible. We are looking for an option to either do printed or do electronic.
he radio buttons for email, printed or both would surfice. An additional request would be to note that it was done via email or printed. Mike does not think the reports are necessary at this time.

Midwest: a check box placed on the Provider License/ Claims tab that would hold all claims submitted for that provider in the insurance claim queue that so that no claims would be processed when you click ok. This would save us time on re-submission if the doctor was recently added to the clinic before the claims processor updated their end.

Thumbnails are currently created in the Document Center for a few image files, but it would be very helpful to have PDF thumbnails, as documents are typically scanned as such. We scan documents as PDFs.

It would be great of there was an icon or button that let you know while looking at the appt book that the progress notes have been completed and locked. this would save the doctor going into each patient at the end of the day to see if he/she has completed the progress notes.

add additional security to adjustment types so that offices have an ability to limit the type of adjustment that certain users can be able to post.
For example - Be able to set up a security level so that all users below a certain level cannot be able to use adjustment type 'bad debt write off'

If there was something such as a circle around unerupted tooth such as a 3rd molar that tooth is unerupted and impacted and not that it is congentially missing

Great Expressions GE 37

Midwest

Great Expressions GE-16