Swiftly Change Guarantor Fields

Idea created by hfdental on Sep 13, 2017
    Active
    Score20
    • shanab
    • karen
    • ninaclaydental
    • callton

    Today we were updating an account where one of the patient's is deceased.  This person was the G1 and the other spouse was in the G2 field.  In order to get softdent to not print the deceased's details - we had to delete them and then transfer the information from the G2 field to the G1 field.  Talk about room for human error!

     

    So, like you can do when copying and pasting in other word based programs, we thought that if you could simply move (relocate) the G2 tab to the G1 position and have them automatically change their G# title - then we could minimize issues of data transfer and potential grief should the other member of the family received something in the deceased person's name.

     

    Just an idea.