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Clearing accounts to history

Posted: Wed Oct 29, 2008 2:49 am
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.

Re: Clearing accounts to history

Posted: Wed Oct 29, 2008 3:04 am
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.

Re: Clearing accounts to history

Posted: Wed Oct 29, 2008 4:21 am
by fishdrzig
Got it, thanks for the tip