82 results found
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Online Booking report
Could we have the ability to be able to create a monthly report to see how many online bookings you have had thanks Vicky
33 votesWe have a report for this purpose – main form reports>Quality heading>Online Booking Report
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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 -
Claim number box on the Client Search box ?
Putting Claim number box search on the Client Search box , next to where you put the NHI number box
4 votes -
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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Default senders email address to logged in user when sending email via GPM
Currently users have to select the senders email address from drop down list. This has potential privacy risks with the wrong address selected or users choosing an alternative address. In the first instance, would be good to default to the logged in user's email address in the sender field and secondly, why is there a list that people can choose from?
44 votes -
12 votes
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Search via know name and first name
When searching a patient which has a known name completely different to their first name you can only find them by their known name. For example - Patient James Smith goes by Jimmy and you can only find him if you search for Jimmy Smith yet all ACC data has James Smith info on it. Would be helpful if you could search by both.
31 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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Discharge letter to save to Gensolve
Instead of creating the d/c letter, saving to your desktop and then uploading it into the clients letters/upload; it would be helpful if when you create the d/c letter that it automatically saves to letters/uploads when it is created.
9 votes -
Allowing any type of appointment on the portal
Not just initial and follow-up but say for our massage therapist the option for a client to book a 30,4 or 60min massage.
5 votes -
When using book again feature, it automatically goes from an initial to a follow up
When using book again feature, it automatically goes from an initial to a follow up
8 votesUnder Administration>Service Charges, edit the Initial Service Charge and change the setting:
“When booking subsequent appointments”
to be “Add a Different Charge”
Now select the Follow Up service charge.
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Making the Payment Transaction Easier
The payment transaction is very long winded. There is a lot of clicking this and clicking that to get to each part. The payment process is very long winded. There is a lot of clicking buttons to get to each part and the process takes longer. When a patient is in pain and they have to stand there waiting it can make them irritated.
2 votesThanks for the request, there is already a short cut for this area. Once the client name is in the snapshot at the top, use the $ icon to create the payment
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Option to email Healthlink results to patients
When a Healthlink message is Confirmed into Gensolve, would like to have the option to email the patient the results.
9 votesHi
We are checking out both current and historical feature requests.
To update, for those not aware, there is the ability to save Healthlink attachments to the Client’s Uploads area.
This applies to attachments only not standalone Healthlink messages.
The Upload can then be emailed to the Client using the Gensolve emailer function.
If you have any questions, please contact our Support Team by Submitting a Ticket or by emailing support@gensolve.com
Regards
Ann
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1 vote
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1 vote
This feature already exists, You are able to select the report and then select the Site along with many other selection criteria
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Product re-order report per manufacturer
We would like to be able to run a report to reorder products linked to a specific manufacturer or product group and not all products and if this is not possible to be able to customize the reports with information we require.
9 votesHi there
We are working on updating the status of both historical and current feature requests.
When running the Products to Reorder report, this can be restricted by Manufacturer and/or Product Group.
If you have questions on the above, please contact our Support Team directly by submitting a ticket or by emailing support@gensolve.com
Regards
Nikki
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Pulling cell phone number in letter generation for client
Pulling cell phone number information into letter generation for clients; as most people just use cell phones these days and not home numbers, so henceforth every time a letter is generated for a client I.E a referral letter, their cell number has to be copy and pasted into the letter has been generated as no number is pulled as 90% of people no longer use home numbers.
2 votesHi, for Client letter templates in addition to the «ClientPhone» you can use the merge field «ClientMobile».
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Ability to print patient labels
Ability to print patient labels
16 votes
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