Default to untick Outstanding Transactions Only

  • 6
  • Question
  • Updated 5 months ago
  • Answered
Is it possible to have the tick box next to 'Outstanding Transactions Only' in the transaction tab of the patient file to default to being unticked?
Photo of Sonia

Sonia

  • 6 Posts
  • 0 Reply Likes

Posted 3 years ago

  • 6
Photo of Mandi - Sport & Spinal Physio

Mandi - Sport & Spinal Physio

  • 62 Posts
  • 19 Reply Likes
Yes please!
Photo of Anita

Anita

  • 28 Posts
  • 4 Reply Likes
Great idea.
Photo of Timothy

Timothy, Business Care Manager

  • 761 Posts
  • 220 Reply Likes
Hi all. The reason we only display outstanding transactions by default is that on patient files with large numbers of transactions, in particular patients with linked accounts, there can be a delay of 1 or 2 seconds to collect and display this information. This would make general clicking through the tabs on the patient file cumbersome. We are happy to continue to monitor interest in this idea.

Photo of Mandi - Sport & Spinal Physio

Mandi - Sport & Spinal Physio

  • 62 Posts
  • 19 Reply Likes
Hi Timothy - how cumbersome is cumbersome? I'm just interested to see what impact it will have on our use of FD. I am still keen for it to be unticked as default from our end. Thanks!
(Edited)
Photo of Marlene

Marlene

  • 6 Posts
  • 2 Reply Likes
Hi Timothy
Cant we then have that at the discretion of the practice- I know our practice doesnt have any linked accounts ?
Photo of Sue DuPlessis

Sue DuPlessis

  • 35 Posts
  • 8 Reply Likes
yes please
Photo of Celia Young

Celia Young

  • 67 Posts
  • 22 Reply Likes
We don't want it as the default so to have the option either way would be good.
Photo of my family chiropractor

my family chiropractor

  • 6 Posts
  • 0 Reply Likes
The ability to change that setting would be helpful. For linked or long-time patients why not limit the # that appear to most 10 current or similar? We ALWAYS look at paid a/c's in this section with every patient every day so having that tick changed would save so much time!
Photo of Andrea

Andrea

  • 27 Posts
  • 6 Reply Likes
Same here!  Would love to have the option to make the default to show all transactions rather than just the outstanding ones.