by Matthew Holmes | Nov 6, 2016 | updates
Two updates for our users this week. Many of you will have noticed the new search box in the top left area of the diary. It enables you to skip to the next booked appointment for a person. We envisaged that this would be of most help when you have someone who calls...
by Matthew Holmes | Aug 20, 2016 | updates
Following the update to the new invoicing system, the ability to refund transactions has been restored and updated. To refund a transaction, go to the patient’s accounts screen and tick the checkbox for the relevant invoice. The select Refund Items from the...
by Matthew Holmes | Jul 11, 2016 | updates
Just a quick note to highlight some minor updates. You’ve probably noticed the new daily report titled “Daily Invoices & Payments”. This supersedes the Daily Transactions report to bring things more in line with the new invoicing system and...
by Matthew Holmes | Mar 6, 2016 | updates
As mentioned in last week’s update, the ability to view and mark complete today’s tasks/To Dos has been added. Please note as this update involved changes to the Diary code, the formatting of the top of the page may appear distorted. If this has...
by Matthew Holmes | Feb 28, 2016 | updates
We have two updates to make you aware of today. The first is the ability to merge patients yourself without having to file a support request. This facility is available at the bottom of the Communications screen of the patient’s details. Full details on how...
