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lovelyrita
Canine II

Contact Experts

It would be nice to be able to bookmark a spot withing the contact experts.  If we accidentally close the expert, Practice Works crashes, or we are working a large expert over several days, we have to remember where we were and scroll through to pick up where we left off.  I would like to open an expert I was working the day before and not have to try to figure out where I was or if my coworker is going to jump in, she needs to know where to start.

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6 Replies
sonyap
Premolar II

Re: Contact Experts

It would also be nice to be able to look at only those patients/tx plans/etc. that have NOT been contacted, instead of having to scroll through 40 of them until you find one.

sonyap
Premolar II

Re: Contact Experts

Or we should at least be able to sort by "contacted" date

bnissen
Canine III

Re: Contact Experts

It would be nice to be able to save more than 1 "Expert" at a time.  Would love to be able to work on, for example, recall and pending appts without creating a new one and deleting the one just created.

Moderator
Moderator

Re: Contact Experts

Sonya,

   I believe johnathan.d‌ has reached out to you on this issue via email.

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Moderator
Moderator

Re: Contact Experts

Rita, Barb,

   Both good ideas, tagging juriz‌ on this so he sees them.

sonyap
Premolar II

Re: Contact Experts

Kind of.  He explained why some patients were showing up on my report when I had NOT checked the "include patients already contacted" box.  It still doesn't create a way to have ONLY those who have not been contacted, OR at least be able to sort by "contacted" date.

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