Clearing accounts to history

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fishdrzig
Posts: 433
Joined: Tue Oct 07, 2008 12:46 pm

Clearing accounts to history

Post by fishdrzig »

Sorry, still comparing OD to MOGO, cause MOGO is all I know, but is there anyway to clean up the account screen. I mean once procedures have been paid, can all the links to insurance, patient pay, etc... be taken off the account screen so it looks less cluttered? In MOGO, there is a feature called transaction history which does this and cleans up the account screen so is less confusing to look at.
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drtech
Posts: 1668
Joined: Wed Jun 20, 2007 8:44 am
Location: Springfield, MO
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Re: Clearing accounts to history

Post by drtech »

you can change the date range to do what you are looking for. On the upper right hand side of the account, click the "show" tab. Then click the button for the date range you want.
David Fuchs
Dentist - Springfield, MO
Smile Dental http://www.887-smile.com
fishdrzig
Posts: 433
Joined: Tue Oct 07, 2008 12:46 pm

Re: Clearing accounts to history

Post by fishdrzig »

Got it, thanks for the tip
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