account notes showing on entire family's accounts

[jonesrdh]

Just curious. We recently updated and now any insurance transaction or account note from one patient is showing up on any account in the family. So a family of 4 is showing multiple notes on each account and it is bogging up the progress notes. Is there a way to only show the notes and transactions of each patient on their own account and not other family members?

[jordansparks]

You're just talking about the progress notes, right? There is a checkbox in the Show tab which will hide those, but it needs to be unchecked every time you restart the program. There is a feature request to make that part of it easier. #119. It's a pretty slick idea, actually. To have different "views", similar to the views that are available in the appointment module.

[jonesrdh]

Sorry, yes, I meant the progress notes. So, when I look at the show tab, currently everything is checkmarked except the two "show only" options and selected teeth and audit. If I uncheck family, that will solve this? I am confused as to what I need to do before restarting though. Thanks so much for your help.

[jordansparks]

Right, just uncheck family. After you restart OD, you will find that the family box is again checked and will need to be unchecked. That's all.

[cheroxy]

Is that preferred to have to re-uncheck those every time OD restarts? We have always been annoyed by that since we restart our server each week.

[jordansparks]

Of course it would be nice if you could set the default. We just haven't done that yet.

[cheroxy]

Glad to hear its not intended.