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Hello! 

We have been using dentally for 10 years and consequently patients have many appointments and payments/ invoices. 

It would be really helpful if there was a way of filtering e.g.

In appointments tab being able to filter on WHO, WHAT & STATUS to enable a quick view of how many times a pt has DNA’d or Cancelled at the last minute; quickly view when pt’s last exam was. 

In accounts tab Invoices being able to filter on INVOICE, DATE, SUMMARY and Payments filters DATE, METHOD, PRACTITIONER. Also to have a date range shown option for both Payments and Invoices: last 3years; last 12months, last 6 months etc.

Anyone else think that this would be useful?

😊

Hey Annabel,

 

Thanks for sharing this! I can see how those filters would be super useful. I’ll make sure to pass your feedback along to our Product team :)


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