Invoice Search Icon

  • 8
  • Idea
  • Updated 2 years ago
  • Implemented
Is it possible to put an icon for "Search Invoices" on the shortcut bar above the appointment book.  At present we can only access it under the System Menu, which can be frustrating when searching for a number of different invoices.

Sorry, If I'm making your head spin with all my requests. :)
Photo of SydSportsMed


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Posted 4 years ago

  • 8
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Steven, Business Care

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We reserve the toolbar at the top of Front Desk for commonly used functions. Happy to gauge interest by others, if anyone reading this would find this addition helpful, give the post a quick like.

Maybe we should add some buttons at the end of the toolbar that you can customise and change yourself? :)

Keep the ideas coming :D
Photo of SydSportsMed


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Like the "customise" idea even better. :)
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Amber Quirk

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Yes I would like this!!
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david donkin

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customise would make sense in terms of keeping more of us happy :) 
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Julienne Locke

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We would also use the idea for a search invoice button.
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Amber Quirk

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Has there been an update on this? Would make payment of accounts 10 x easier!!
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Specialised Hand Therapy Services

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This reply was created from a merged topic originally titled Can the Search Statements/Invoices Icon please be added to the Front Desk Toolbar....
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Timothy, Business Care Manager

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Hi all. Front Desk v18.1 includes a new toolbar icon to open the Search Statements and Invoices window. We have also made it easier for users to return to the search window by allowing the window to remain open after double-clicking to open an invoice. Double-clicking invoices in the search window will also take the user directly to the patient's Transactions tab and highlight the correct invoice line.

In the past, a user required security access to the Transaction log in order to access the search tool. In Front Desk v18.1, we have introduced an independent security access setting for the Search Statement and Invoices tool.

Please note that v18.1 also includes the new billing engine, so it is important that you familiarise yourself with information in the Front Desk Accounting Update January 2018 document prior to updating your system: 

Software upgrades can be downloaded from the support section of the Smartsoft website.