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  1. Phone Tree in Override

    During an Override, rather than only having the option to forward calls or send to voicemail, the option to have a phone tree for both is preferred. We don't need every call being forwarded to a dr over the holidays, but we do need patients that need urgent help able to get a hold of someone. The old VMO included a phone tree. Now, to be able to achieve what we need, I have to go in and re-record a greeting, create new branches, set it to our closed greeting, and then go in and change our office hours. Then…

    2 votes

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  2. Add automated message for receiving uncut lenses

    Our office also has a small lab which allows us to order uncut lenses. We have created a template to send to patients when we select that their uncuts have arrived. Similar to the automated messages that get sent out for glasses and contacts, it would be nice to have an automated text sent out instead of having to go into the portal to send the message.

    1 vote

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  3. Hold Music: Custom recording and weave original hold options available to use in conjuction with each other.

    Hold Music: the option to use a custom recorded hold music file and a weave original hold music file together. This way after the recorded file plays the person on hold will then hear music before the custom recording plays again.

    1 vote

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  4. Company Specific Roles

    would be nice for other roles aside from admin to have access to the analytics as we limit who has admin access due to being able to change so much on the back end. it would be even more functional if we could create our own roles for the needs/functions for each role within the company. having to go in and click on several difference roles for each member is redundant and time consuming. especially once there is a new office to add I have to go in and re-select each of them again.

    1 vote

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  5. Export Patients/Clients with Text Message Tag

    When you add a tag to a message, to be able to export a list on Patient/Clients would allow more use of the tags. For example we used a tag for patients that RSVP to our event. Now we would like a list of patients that RSVP with phone number and email address. Now we have to write down every patient and their contact info rather than exporting a Massage Tag list. Now with the use of bulk messages this has become imposable.

    1 vote

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  6. notification for payments made by text to pay

    have a notification msg appear when a client pays via their texted link

    1 vote

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  7. Re-add the search by patient name function to Invoices/Payments

    In the most recent update, you removed the search function on the invoices/payments tab. I would like to search by name rather than just by date. Thank you.

    1 vote

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  8. Phone greeting option

    We are a general dentistry clinic. We do have an oral surgeon work here on some Saturdays from 9-1. The receptionist on Saturday is also an assistant and helps with patients. She is not always able to answer phones. I created a voicemail greeting set for Saturdays that allows patients to leave a message if not an emergency or leave a message for the oral surgery staff. Staff will listen to and return their call when they have time. But on the Saturdays they are not here I would like to keep my regular closed recording. Is there and option…

    1 vote

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