31 results found
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PT14
Once the pop up for PT14 at 12 treatments comes up - have an options box for clinician to opt out/in with clinical reason (for those who meet ACC criteria etc.). For clinics to be able to filter those needing PT14 more easily
1 voteThere is an option under the Condition>Appts Used tab now whereby you can determine if the Claim does not require a Claim Review.
If you have any questions on this, please contact our Support team by submitting a ticket or by emailing support@gensolve.com
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Correctly update the Payment site when processing payment
When processing a payment.
The "Payment site" does not match the transaction/appointment site and must manually be changed (unless it is the Vendor "home site")
It does not automatically update to site of the appointment. It doesn't automatically update to the site tab selected.This seems to me to be a bug, but apparently support says it isn't and therefore requires voting upon to integrate this basic user interface improvement...
1 vote -
Smart Form Tags
Smart Forms need tags. So we can add them to Templates.
When we send an Email Template, it would automatically add the Smart Form - Share Link.Ultimately this would end up automating our Booking System and ensure the client has completed all the necessary paperwork in preparation for their initial consultation.
1 voteFollow this Support Centre link. It shows you the steps on how you can achieve this already: http://docs.gensolve.com/help/gpm_nz/desktop/Processes/Smart_Forms/Sending_Smart_Forms.htm
If this doesn’t cover your suggestion, please let us know or contact our support team. We’re always keen to hear feedback around this area.
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"print previous appts slip"
there needs to be an option (up the top near "appt slip & cash sale") for printing off patients previous appointment list this is beneficial for workers comp patients who need to claim their mileage. printing off their previous appt list is difficult & tedious
1 voteThank you for submitting your request.
There is an existing feature that enables you to print past appointments. Check out this link from our support pages for more information: http://docs.gensolve.com/help/gpm_au/desktop/Knowledge_Base/Reports/Report_on_a_Client_s_Past_Appointments.htm
Please let us know if this doesn’t give you what you need.
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A NO SHOW appointment that does not affect online booking
It would be extremely useful to have the NO SHOW cancellation appointment not block out the space for anyone looking to book online. We sometimes have patients that cancel on the day and our policy is that if it is within 12 hours of the apt then it is a NO SHOW, so if some cancels at 8am for a 3:30pm apt on that day, it becomes a NO SHOW as it needs to be counted against the patients apts seen or not but we would like this apt. space to be available when someone wants to book online.
1 votePlease also note that the appointment must be marked as No Show more than 15 minutes in advance of the appointmnet in order for it to become available for online booking.
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Faster booking when patient on phone
It takes 7 clicks to book an appointment for a new client, this is super long when the patient is waiting on the phone and in a hurry. A faster booking for new clients would be great!
1 vote -
Restricting service charges to clinician type
Be able to restrict service charges to clinician type. This would be great for multidisciplinary clinics who offer a number of allied health services. E.g. Being able to restrict service charges to 'Physiotherapists' 'Exercise Physiologists' or 'Massage Therapists' or 'All Clinician Types'
7 votes -
I would like to be able to search for a client by their mobile phone number please
Our business message bank advises us the phone numbers of callers who do not leave a message. It would be great if we could search clients by their phone numbers so then we would know who we were ringing.
3 votes -
Appointment Service Charge Detail Report
Please add the ability to include the total minutes for each session into this report.
1 voteHi there
We are checking out both historical and current feature requests and updating information for requesters.
The Appointment Service Charge Detail report includes an Appt Duration column which shows the duration of the appointment in minutes.
Any questions on the above, please contact our Support team via Submit a Ticket or by emailing support@gensolve.com
Regards
Nikki
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Toggle to Include / Exclude Providers for Service Charge
Can a toggle be added to the Visibility and Ledgers tab for a Service Charge. At the moment I have a huge task of adding 17 therapists who should not see specific Service Charges, when the charge is only applicable for 2 therapists.
1 voteThanks for the request, this feature now exists and can be found under the Visibility and Ledgers tab.
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name search
When doing a name search the search only picks up the first name and surname. Would make sense for the search included the "Known Name" as well
5 votesHi there
We are looking back at all Suggestions from previous years, as well as current Suggestions.
When searching a Client via the Client drop down search, the Client’s ‘known as’ name will show.
When searching via ‘Find Client’ under the ‘Client’ menu, both name and known as name can be searched.
If you have any queries in this area, please contact our Support team by Submitting a Ticket or by emailing support@gensolve.com.
Thank you.
Nikki
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Change invoice date when creating invoice
It would be great to have the option to be able to change the date of the invoice when creating invoice, rather than having to go into the client's folder, in their accounts and then change the date from there.
1 vote -
Have a box for client's own gym equipment
Possibly in the General Health section. We could write down there that they've purchased a theraband, dumbell, trigger point ball etc, so when planning programs for them we can easily check what equipment they have and what more they will need. Especially helpful if they don't gym.
1 vote -
Invoicing Gift Vouchers
A system were we can credit a client that has been given a gift voucher for a treatment/product at a future appointment date.
5 votesThank you for your Suggestion.
Redeeming gift vouchers are catered for by either negative amount Service Charges or Products which will apply a credit against the Client’s Account.
If you need further assistance in this area, please contact our Support team.
Regards
Nikki
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Create an upload tab for staff/ clinician records so all APC and relevant records can be stored and accessed.
Create an upload tab for staff/ clinician records so all APCs and relevant records can be stored and accessed by admin staff. We are increasingly being asked for staff related records and storing them centrally in Gensolve would make more sense.
4 votesThank you for your Suggestion.
To update, there is the option to create your staff as ‘Employees’ under the Accounting form, which includes a Letters and Uploads tab.
Also there is Front Office>Reference Files.
If you need further assistance please contact our Support team.
Regards
Nikki
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Emails populating
I havecreated the email - however I cant get the date, apt time and clinician to merge...(insert sad face)
Part of the email below - section I need populated marked with ******
Dear Robyn,
Thank you for choosing us as your Physiotherapy provider and for giving us the privilege of working with you to enhance your health care outcomes.
We would like to confirm your appointment is at our CABARITA clinic on ***** «FutureAppointmentDate1» at «FutureAppointmentTime10»*****
You have been booked in with *******
Many thanks
Lavinia
3 votesHi there
We are reviewing all current and historical feature requests.
Your request is catered for when emailing the Client with appointment details directly via the appointment/per appointment.
Please contact our Support team by Submitting a Ticket or by emailing support@gensolve.com and they will be able to clarify.
Regards
Ann
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More expense codes in drop down box when entering product purchases
Not all products purchased are a 'Cost of Sales'; some of my products purchased are for use my practitioners and not for resale. I need the 2-4040 (General) codes as well please.
1 vote -
Search for a client by first name - (if only remember first name)
Sometimes it is hard to remember a client's surname - but easy to remember first name. It would be great if the search function were set up to search by first name, then surname, so that if you forget their surname - you plug in 'Jo' and then the options come up: "Jo Bloggs" "Jo Blow" "Jo Watson" ...
4 votesHi there
We are looking back at all Suggestions from previous years, as well as current Suggestions.
When searching a Client via the Client drop down search, the Client’s ‘known as’ name will show.
When searching via ‘Find Client’ under the ‘Client’ menu, both name and known as name can be searched, whether just the first name or the full name.
If you have any queries in this area, please contact our Support team by Submitting a Ticket or by emailing support@gensolve.com.
Thank you.
Nikki
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Remove the 'Changes saved successfully' dialogue boxes
I wonder if these dialogue boxes could be removed - there isn't an option for 'cancel' it's a forced 'ok' that you have to hit, so I'm not sure what function they serve and it really interrupts operating quickly as they pop up all the time.
13 votes -
Clinician revenue paid report - allow clinician to access their own report but NOT anyone elses
Set the permissions to allow a clinicians to see the revenue paid report for their user access only. This will allow us to streamline payments and give the clinicians details of what has been billed under each invoice number.
4 votesHi there
We are working through both current and historical feature requests.
It is now possible, when creating a User Access Role, to include ‘Users Own Provider’ for certain Reports which includes the Clinician Revenue Paid Report.
This will restrict Users/Clinician’s to their own data.
Below is our Support Centre resource on how to create a custom user access role.
If you need help with this, or have questions, please contact our Support team directly via submit a ticket or emailing support@gensolve.com
Thank you
Nikki
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