Default to untick Outstanding Transactions Only

  • 6
  • Question
  • Updated 2 years 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


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Posted 4 years ago

  • 6
Photo of Mandi - Sport & Spinal Physio

Mandi - Sport & Spinal Physio

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Yes please!
Photo of Anita


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Great idea.
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Timothy, Business Care Manager

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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

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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!
Photo of Marlene


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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

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yes please
Photo of Celia Young

Celia Young

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We don't want it as the default so to have the option either way would be good.
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my family chiropractor

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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


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