myPractice on UserVoice

Direct access to add referral details from calendar appt [updated]

2012-05-17T06:54:02-07:00

When setting up a new appt, it would be good to be able to select the referrer at that time rather than go into the client file, identify the referrer, then go back into the appt and select the referrer. If it was a new referrer then there could be a link to set up new referrer details (like what happens for new clients).

Glen (admin) responded:

We're adding this ability to the New Client and the Appointment Edit screens

Be able to enter doctor referral and insert a completely new doctor on new client page [is now none]

2012-05-17T06:53:29-07:00

without having to go into the data maintenance, be able to just enter new referral and new doctor (not on database already) in when entering new client details

appointment confirmations [is now none]

2012-05-17T06:15:14-07:00

Once I have sent out reminders my clients text me their confirmations and I would like to be able to record these on their appointments please

Statutory Holidays [is now declined]

2012-05-17T05:40:42-07:00

Include In Appointment Book

Direct access to add referral details from calendar appt [is now started]

2012-05-17T05:36:39-07:00

Create a field where it is easy to see the number of appointments a client has per year [is now started]

2012-05-17T05:35:46-07:00

The Medicare system for psychologists means we need to track how many appointments a client has in a calendar year. It is easy under your system to track how many under each referral however, at the end of each year when the referral may cover a period in each year, it becomes difficult to easily determine how many appointments in a calender year are left (without manually counting). I would like to see at a glance how many appointments left under a referral and how many total have happened in a calender year.

Have the option to create templates for adhoc sms messages sent to clients for follow up . [is now under review]

2012-05-17T05:35:07-07:00

This allows for reminders to bring referrals, etc rather than having to type them each time when it is a recurring theme

Have the option to create templates for adhoc sms messages sent to clients for follow up . [updated]

2012-05-17T05:35:07-07:00

This allows for reminders to bring referrals, etc rather than having to type them each time when it is a recurring theme

Glen (admin) responded:

Not a bad idea - but we have to weigh it up against all the other requests. The more people that vote for it the more weight it gets :)

In client details have a tab that shows dates and times of appt similar to client search [is now under review]

2012-05-17T05:34:04-07:00

edit preview pane [is now declined]

2012-05-17T05:33:34-07:00

it would be good to be able to edit the prieview pane to make changes for print outs

edit preview pane [updated]

2012-05-17T05:33:34-07:00

it would be good to be able to edit the prieview pane to make changes for print outs

Glen (admin) responded:

Not possible at this stage I'm afraid.

Add icons to the patient's appointment showing referrals and xrays are. attached to patient file [is now under review]

2012-05-17T05:32:56-07:00

Add icons to the patient's appointment in appointment book showing when referrals and xrays have been attached to patient file.

Add HBA1c as a chart option please [is now under review]

2012-05-17T05:32:34-07:00

Add HBA1c as a chart option please [updated]

2012-05-17T05:32:33-07:00

Glen (admin) responded:

Needs to get some more votes from other users to bring it up the list :)

add more detail to the next of kin details [is now under review]

2012-05-17T05:31:33-07:00

When working with children it is important to be able to record parental contact details.This may mean that clients have two next of kin. It would be helpful to have the ability to enter these details and to link them in the letter editor function.

add more detail to the next of kin details [updated]

2012-05-17T05:31:33-07:00

Glen (admin) responded:

More votes will bring it up the list.

qualifications [is now under review]

2012-05-17T05:28:34-07:00

It would be great if we had add a merge field (in letters) for qualifications

Name Statement of Account [is now planned]

2012-05-17T05:27:37-07:00

Have the "Statement of Account" (which I love) with the name of the Psychologist that actually sees the client

Name Statement of Account [updated]

2012-05-17T05:27:36-07:00

Have the "Statement of Account" (which I love) with the name of the Psychologist that actually sees the client

Glen (admin) responded:

Broadening this request to make the Statement a Template that can be customised. (ie inc Logo)
No firm date - if it gathers further votes we may shift it up the order.

User Administration- add more security features [is now under review]

2012-05-17T05:25:37-07:00

the different users should only be allowed to access their own financial reports and no other user. there should be an option to allow no changes to any other users invoicing except their own.

User Administration- add more security features [updated]

2012-05-17T05:25:36-07:00

the different users should only be allowed to access their own financial reports and no other user. there should be an option to allow no changes to any other users invoicing except their own.

Glen (admin) responded:

Not ruling this in or out at present. I will await feedback from other users as to the importance of this in comparison to the other requests we have.

have the appiontment book and client details on the same screen [is now under review]

2012-05-17T05:23:42-07:00

I would like to resize the windows so they are both on the same screen. that way saves me flicking back and forth. there is no need for all the screen to be taken up by client details

have the appiontment book and client details on the same screen [updated]

2012-05-17T05:23:42-07:00

I would like to resize the windows so they are both on the same screen. that way saves me flicking back and forth. there is no need for all the screen to be taken up by client details

Glen (admin) responded:

Going to wait on this one and see if others have an interest in a similar layout before ruling it in or out. (it's not a simple change unfortunately) However, I can see it could be useful, particularly if you have a large monitor. Possibly not so much for the average laptop screen.
Regards,
Glen

SEND POP UP NOTES TO MULTIPLE PEOPLE, OR TO RECEPTION SO IT WILL REACH ALL RECEPTION STAFF [is now under review]

2012-05-17T05:21:16-07:00

At present practitioners can't send a pop up message to reception in general, they need to know who is logged on at reception to send the not or can only send to one receptionist.

improve the initial history consultation page to include "developmental history" and an "educational/employment history" as well as AXIS [is now declined]

2012-05-17T05:21:07-07:00

The initial consultation is great but the template too basic. I work with children/adolescents and need a section for their developmental history and educational/or employment history. Previous Psychometric tests could also be included and a multiaxial diagnosis (AXIS1,2,3,4 and GAF) for clinical judgements. Clinical psychs need all this to make a formulation and diagnosis. Cheers...

improve the initial history consultation page to include "developmental history" and an "educational/employment history" as well as AXIS [updated]

2012-05-17T05:21:07-07:00

Glen (admin) responded:

Hi Leorah - please contact support when you get a chance - We'd be happy to assist you by showing you how you can add new data collection fields and change the existing ones in myPractice to suit your needs.
i.e. You don't need to wait for us to add or change anything. Regards, Glen

Print Labels [is now planned]

2012-05-17T05:15:45-07:00

Ability to print address labels directly to label maker from myPractice.

Print Labels [updated]

2012-05-17T05:15:19-07:00

Ability to print address labels directly to label maker from myPractice.

Glen said:

Re the Dymo: Thanks - I'll look that one up. It sounds like its a popular one. I've hesitated actioning this in the past because many makers have their own special programming interface and it means programming individually for each printer.

Spell checker in all notes/letter sections [updated]

2012-05-17T05:11:12-07:00

Glen said:

Hi Suzanne,

It's a bit deceptive... the Spell Checker should work in the Letter Editor. The problem is that we aren't able to get the 'red squiggles' to show up in the Letter Editor like we can in the Notes (the component we use for the Letter Editor is not able to display them).

But, you should still be able to check the spelling by either clicking the SpellCheck button or pressing F7 on your keyboard.

The Spellcheck button is on the 'Edit' tab
http://screencast.com/t/uPHnaph3Ao

If it doesn't work for you please login to Support when you have a few minutes. It might be that the dictionary files are not being read.

We do plan on upgrading the Letter Editor at some stage to improve it's functionality, but it probably won't be for a few months yet.

Regards,
Glen

Print Labels [updated]

2012-05-17T04:51:32-07:00

Ability to print address labels directly to label maker from myPractice.

Suzanne said:

there is a DYMO that you plug into your computer. Its quite intuitive and can make labels off the word documents. very easy to use. I know a lot of other practices use this too.

Spell checker in all notes/letter sections [updated]

2012-05-17T04:33:52-07:00

Suzanne said:

Hi Glen, I see this has been done to the notes ( I love it) but not to the letters. Any news when that will be? :)

be able to monitor the SMS confirmation return messages by utilising the "set status as" right hand click button [is now completed]

2012-05-16T03:57:49-07:00

all you would need to do is just add in a "YES CONFIRMED" with another colour which be so easy for us to right hand click on - it would change the colour and we would know the client has confirmed their appointment - we would not have to waste time and know we don't have to chase them up again. Feel this would save alot of time for receptionists.

be able to monitor the SMS confirmation return messages by utilising the "set status as" right hand click button [updated]

2012-05-16T03:57:49-07:00

Glen (admin) responded:

This was literally a one line addition to the program and effects nothing else. So we have added it and it will be in the update released later this week. Thanks.

Enable emailing of invoices directly to client via email address held in Client Details. [updated]

2012-05-08T22:39:11-07:00

Currently we are able to email a client letter directly through myPractice as an attachment - this is very helpful; however, we are unable to do the same thing with invoices generated. I frequently email invoices to clients, but to do so, I have to manually go into each invoice, "preview" it, export it as eg. a pdf document, look up and type in the client's email, and only then send off.

Glen said:

Merged with existing suggestion.

https://mypractice.uservoice.com/forums/2702-general/suggestions/2360341-emailing-invoices-remember-email-address-from-cl

add more detail to the next of kin details [updated]

2012-05-08T16:24:22-07:00

Lauren said:

Yes and the parents' occupations

Auto Generate payments for 3rd party invoicing [is now planned]

2012-05-07T22:50:17-07:00

Auto Generate payments for 3rd party invoicing as you can for individual clients

Auto Generate payments for 3rd party invoicing [updated]

2012-05-07T22:50:17-07:00

Auto Generate payments for 3rd party invoicing as you can for individual clients

Glen (admin) responded:

We will make it an option under the Options > Invoices section. Not everyone will want this.

Print Labels [is now under review]

2012-05-07T22:47:45-07:00

Ability to print address labels directly to label maker from myPractice.

Add to the referral section an hours category. Not all psychologists have clients who have sessions [is now planned]

2012-05-07T22:45:28-07:00

Add to the referrals an hours category. Not all clients of a psychologist have a set number of visits or months a lot of them have hours also which would make record keeping for these clients a lot easier.

Add to the referral section an hours category. Not all psychologists have clients who have sessions [updated]

2012-05-07T22:45:28-07:00

Glen (admin) responded:

Won't be implemented until late 2012 due to other priorities, but is planned.

the ability to sort clients in the waiting list [is now under review]

2012-05-07T22:43:28-07:00

Be able to sort and filter clients in the waiting list by consultation type

the ability to sort clients in the waiting list [updated]

2012-05-07T22:43:28-07:00

Be able to sort and filter clients in the waiting list by consultation type

Glen (admin) responded:

Not possible at present because we don't record what the Consultation Type is in the Waiting List.
Further support from other users required before we consider proceeding.

In the diary page show if consultation comments have been entered or not for days before today. [is now under review]

2012-05-07T22:42:12-07:00

This will help to see what clinicla notes are still outstanding.

In the diary page show if consultation comments have been entered or not for days before today. [updated]

2012-05-07T22:42:12-07:00

This will help to see what clinicla notes are still outstanding.

Glen (admin) responded:

Further support from other users required before we consider proceeding.

saasu [is now under review]

2012-05-07T22:42:00-07:00

It would be great if the invoices could merge with Saasu accounting. If you don't know Saasu, it is a cloud based accounting package recommend by CPAs. Its brilliant. I have used MYOB for 8 years and this is so much more intuitive.

saasu [updated]

2012-05-07T22:42:00-07:00

Glen (admin) responded:

Further support from other users required before we consider proceeding.

Spence Childrens Anxiety Scale [is now under review]

2012-05-07T22:39:25-07:00

This scale is available at http://www.scaswebsite.com/index.php?p=1_1 along with scoring system both for parents and kids. I believe it is a copywrite free test. - Edwina Cowdery

Spence Childrens Anxiety Scale [updated]

2012-05-07T22:39:25-07:00

This scale is available at http://www.scaswebsite.com/index.php?p=1_1 along with scoring system both for parents and kids. I believe it is a copywrite free test. - Edwina Cowdery

Glen (admin) responded:

Further support from other users required before we consider proceeding.

client load report [is now under review]

2012-05-07T22:38:47-07:00

I tried to look tonight at how many clients each of our psychs currently has as 'active' against there name. I've six psychs and am trying to 'load balance'. It would be good to know at a glance the current load of each, and who should be getting more new referrals. I don't know whether a whole new report is needed, but I think a report that looks for practitioner name, sessions still available (or no referral), and last visit within active window (ours is 6 months, others may consider clients inactive after shorter or longer periods. There's room here for even more important details, like number of clients who only stayed for one (or two or three) sessions. The practitioner may need some help in developing connections or 'selling' their services better. We once had a psych who was telling people they should just 'get over it and stop complaining'. Not a lot of repeat business there! - Matthew Gray

client load report [updated]

2012-05-07T22:38:47-07:00

Glen (admin) responded:

Further support from other users required before we consider proceeding.