Sending forms out through PH
We need a feature where forms can directly be sent out to patients via PH. The only resolution was to link it to appointment type, but then anyone booking that particular appointment type will get the form link. We need a function, so we can send it to patients directly through PH

Dr Graeme Massey 1 day ago
💡 Feature Request
Sending forms out through PH
We need a feature where forms can directly be sent out to patients via PH. The only resolution was to link it to appointment type, but then anyone booking that particular appointment type will get the form link. We need a function, so we can send it to patients directly through PH

Dr Graeme Massey 1 day ago
💡 Feature Request
Deactivate links to forms once submitted
Once a form has been submitted through the link sent out, the link to the form should then automatically be deactivated. I worry that patients have this active link where they can potentially keep submitting the form. Also, is there any way where once the form has been submitted, for it to not have the timestamp on the submitted form?

Dr Graeme Massey 1 day ago
💡 Feature Request
Deactivate links to forms once submitted
Once a form has been submitted through the link sent out, the link to the form should then automatically be deactivated. I worry that patients have this active link where they can potentially keep submitting the form. Also, is there any way where once the form has been submitted, for it to not have the timestamp on the submitted form?

Dr Graeme Massey 1 day ago
💡 Feature Request
Reinstate patient search using only 2-3 letters
Please reinstate the patient search behaviour where typing 2 to 3 letters from the first name and surname (for example, ‘JO SM’ or ‘SM JO’ for John Smith) returns matching patients. This was a quick, reliable way to find patients without needing their full first or last name or thier phone number, and it’s no longer working (today it returns no results or unrelated names). This change is impacting daily workflow and efficiency at the front desk. Thanks Anton
anton.s.mayer 2 days ago
💡 Feature Request
Reinstate patient search using only 2-3 letters
Please reinstate the patient search behaviour where typing 2 to 3 letters from the first name and surname (for example, ‘JO SM’ or ‘SM JO’ for John Smith) returns matching patients. This was a quick, reliable way to find patients without needing their full first or last name or thier phone number, and it’s no longer working (today it returns no results or unrelated names). This change is impacting daily workflow and efficiency at the front desk. Thanks Anton
anton.s.mayer 2 days ago
💡 Feature Request
Notifications for Overview updates
It would be extremely helpful to have the option to enable automatic email notifications whenever a patient’s Overview section is updated (specifically when a new note is added). For example, when a staff member adds a follow-up or phone call note to the patient overview, a notification could be sent to a nominated email address with: the patient name a snapshot/preview of the note and a link to view the full update in PracticeHub. This would help improve internal communication and reduce the need for verbal updates between team members, particularly for follow-up calls, patient check-ins, and general correspondence. It would also allow practitioners or managers to quickly review important patient interactions at a glance without needing to manually check each profile
lauradoherty13 3 days ago
💡 Feature Request
Notifications for Overview updates
It would be extremely helpful to have the option to enable automatic email notifications whenever a patient’s Overview section is updated (specifically when a new note is added). For example, when a staff member adds a follow-up or phone call note to the patient overview, a notification could be sent to a nominated email address with: the patient name a snapshot/preview of the note and a link to view the full update in PracticeHub. This would help improve internal communication and reduce the need for verbal updates between team members, particularly for follow-up calls, patient check-ins, and general correspondence. It would also allow practitioners or managers to quickly review important patient interactions at a glance without needing to manually check each profile
lauradoherty13 3 days ago
💡 Feature Request
Online Appointment Selection
Please develop the online booking so that patient can only book the correct type of appointment. Eg. Adults can only book and ‘Adult Adjustment’ (perhaps based on their age in the system +18 years), instead of being able to book a ‘Childs Adjustment’ which the fees are lower for…
sarah 4 days ago
💡 Feature Request
Online Appointment Selection
Please develop the online booking so that patient can only book the correct type of appointment. Eg. Adults can only book and ‘Adult Adjustment’ (perhaps based on their age in the system +18 years), instead of being able to book a ‘Childs Adjustment’ which the fees are lower for…
sarah 4 days ago
💡 Feature Request
I email sent per email listed.
Hey. I want the ability within connect to only send 1 email per email address. For example, a family of 5 all use the same email address to receive their invoices. This includes children etc. Connect already has options where you can limit who you send emails to. I just want to be able to select something that says ‘1 email per address’, so that families don’t receive the same email 5 times.

Martin Cook 15 days ago
💡 Feature Request
I email sent per email listed.
Hey. I want the ability within connect to only send 1 email per email address. For example, a family of 5 all use the same email address to receive their invoices. This includes children etc. Connect already has options where you can limit who you send emails to. I just want to be able to select something that says ‘1 email per address’, so that families don’t receive the same email 5 times.

Martin Cook 15 days ago
💡 Feature Request
Limit online bookings for patients who have not been in for a determined period of time.
I have patients booking in for an adjustment online that have not been in for long periods (more than 12 months) and typically they come in with a list of new problems. This is not appropriate for a regular adjustment and needs to be made a longer duration as a ‘re-exam’ for example. I want the ability to limit the patients ability to book, based on the last time they were in…

Martin Cook 15 days ago
💡 Feature Request
Limit online bookings for patients who have not been in for a determined period of time.
I have patients booking in for an adjustment online that have not been in for long periods (more than 12 months) and typically they come in with a list of new problems. This is not appropriate for a regular adjustment and needs to be made a longer duration as a ‘re-exam’ for example. I want the ability to limit the patients ability to book, based on the last time they were in…

Martin Cook 15 days ago
💡 Feature Request
Highlight emergency contact in patient file
It would be really beneficial to have emergency contact as one of the main highlights in the patient information panel

Rosie Jordan 16 days ago
💡 Feature Request
Highlight emergency contact in patient file
It would be really beneficial to have emergency contact as one of the main highlights in the patient information panel

Rosie Jordan 16 days ago
💡 Feature Request
Distribute pay across associates for packages
We offer several packages to our patients which we have to invoice in full at the first visit (e.g. 680€ for a package with 12 visits, full invoice of 680€ issued after 1st visit). This leads to the fact that all visits no. 2-12 are invoiced as 0€. As our associates have a variable pay based on their generated turnover, this can lead to problems. E.g. associate 1 does visit no.1 and gets allocated the full 680€ in turnover, associates 2 does visits no.2-12 but does not get paid for it. Is there any way you can develop a feature to deal with such cases?
Melanie Kleinert 23 days ago
💡 Feature Request
Distribute pay across associates for packages
We offer several packages to our patients which we have to invoice in full at the first visit (e.g. 680€ for a package with 12 visits, full invoice of 680€ issued after 1st visit). This leads to the fact that all visits no. 2-12 are invoiced as 0€. As our associates have a variable pay based on their generated turnover, this can lead to problems. E.g. associate 1 does visit no.1 and gets allocated the full 680€ in turnover, associates 2 does visits no.2-12 but does not get paid for it. Is there any way you can develop a feature to deal with such cases?
Melanie Kleinert 23 days ago
💡 Feature Request
Legalities of data security if selling
I would like to discuss how we legally transfer the responsibility of our PH account in the event of selling a practice that uses PH. Would like a PM please.

Kerry Sissins 23 days ago
💡 Feature Request
Legalities of data security if selling
I would like to discuss how we legally transfer the responsibility of our PH account in the event of selling a practice that uses PH. Would like a PM please.

Kerry Sissins 23 days ago
💡 Feature Request
Add new Actions to the recall functionality.
We would like to be able to add to the recall actions, the likes of “calls when needs appt” and “books online” and have them automatically reset the recall date to 2 or 3 months from the date of the action being selected. This way, if they haven’t booked again, we can follow up then as we have a number of patients that fit into those 2 categories.

Andrea Hope 27 days ago
💡 Feature Request
Add new Actions to the recall functionality.
We would like to be able to add to the recall actions, the likes of “calls when needs appt” and “books online” and have them automatically reset the recall date to 2 or 3 months from the date of the action being selected. This way, if they haven’t booked again, we can follow up then as we have a number of patients that fit into those 2 categories.

Andrea Hope 27 days ago
💡 Feature Request
Retrieve patient contact information from an active Online Booking.
It would be great if we could retrieve the contact information from an online booking taking place. As many of these bookings start and do not end up booking in the end. Like this we can call them while they are booking or after, if they did not manage to finalize their booking for whatever reason.
Elias Knutsen 28 days ago
💡 Feature Request
Retrieve patient contact information from an active Online Booking.
It would be great if we could retrieve the contact information from an online booking taking place. As many of these bookings start and do not end up booking in the end. Like this we can call them while they are booking or after, if they did not manage to finalize their booking for whatever reason.
Elias Knutsen 28 days ago
💡 Feature Request
Form Portal
Please could we have the Custom Forms in the Form Portal appear in alphabetical order or a custom order to pick from.
Emma Moxey about 1 month ago
💡 Feature Request
Form Portal
Please could we have the Custom Forms in the Form Portal appear in alphabetical order or a custom order to pick from.
Emma Moxey about 1 month ago
💡 Feature Request
Inactive Patients
Is it possible to have a report for just inactive patients and also be able to prevent them from booking the incorrect appointment online, as they book for adjustment when they should be Re-exam 12months. At the moment it involves going through a long list of active and inactive patients and then manually altering their account. Thanks

Julie Garrett about 1 month ago
💡 Feature Request
Inactive Patients
Is it possible to have a report for just inactive patients and also be able to prevent them from booking the incorrect appointment online, as they book for adjustment when they should be Re-exam 12months. At the moment it involves going through a long list of active and inactive patients and then manually altering their account. Thanks

Julie Garrett about 1 month ago
💡 Feature Request
Statements
Hi Team It would be wonderful if one could email statements directly from PH in the future, is that a possibility?

Emma Bailie about 1 month ago
💡 Feature Request
Statements
Hi Team It would be wonderful if one could email statements directly from PH in the future, is that a possibility?

Emma Bailie about 1 month ago
💡 Feature Request
Income CSV
When generating an income report csv have the income accrued broken down by income month if data range spans multiple months rather than only exporting the total. This will make it easier to track monthly income for tax returns etc

luke about 1 month ago
💡 Feature Request
Income CSV
When generating an income report csv have the income accrued broken down by income month if data range spans multiple months rather than only exporting the total. This will make it easier to track monthly income for tax returns etc

luke about 1 month ago
💡 Feature Request
Ad-hoc Clinics
Would it be possible to automatically show Ad-hoc clinics to the Show All, Day View instead of having to tick the extra practitioner running the ad-hoc clinic that day? For an example please see our diary for Monday 6th May - Isabelle Killiana is running an ad-hoc clinic to provide cover for Georgina who is on holiday but unless we remember to tick Isabelle manually her clinic does not show in the default view therefore we are at risk of not filling her clinic that day
bald266 about 2 months ago
💡 Feature Request
Ad-hoc Clinics
Would it be possible to automatically show Ad-hoc clinics to the Show All, Day View instead of having to tick the extra practitioner running the ad-hoc clinic that day? For an example please see our diary for Monday 6th May - Isabelle Killiana is running an ad-hoc clinic to provide cover for Georgina who is on holiday but unless we remember to tick Isabelle manually her clinic does not show in the default view therefore we are at risk of not filling her clinic that day
bald266 about 2 months ago
💡 Feature Request
Automatic flag for returning patient
Patients returning after a long gap should be automatically flagged so your reception team can book the right appointment type from the start. E.g patient returning after a year or more than two years: a flag pops up and the reception team can see they need a re-exam appointment or a longer new patient appointment if it has been longer. The times can be adjusted to suit how you practice at your clinic for patients needing these appointment types. Currently this has to be done manually, and sometimes reception teams forget to check. This is very important clinically as patients need to be re-assessed after certain periods as a lot can change. In addition, if a patient is mistakenly booked in for a regular treatment appointment it then needs to be rescheduled and changes to a different date and different appointment type which can be very frustrating for patients, due to time, not getting the slot they thought they had, and the extra unexpected cost of a different appointment which they would not have been told at time of booking. Especially if they are booking in themselves using online booking.

Marc Sanders about 2 months ago
💡 Feature Request
Automatic flag for returning patient
Patients returning after a long gap should be automatically flagged so your reception team can book the right appointment type from the start. E.g patient returning after a year or more than two years: a flag pops up and the reception team can see they need a re-exam appointment or a longer new patient appointment if it has been longer. The times can be adjusted to suit how you practice at your clinic for patients needing these appointment types. Currently this has to be done manually, and sometimes reception teams forget to check. This is very important clinically as patients need to be re-assessed after certain periods as a lot can change. In addition, if a patient is mistakenly booked in for a regular treatment appointment it then needs to be rescheduled and changes to a different date and different appointment type which can be very frustrating for patients, due to time, not getting the slot they thought they had, and the extra unexpected cost of a different appointment which they would not have been told at time of booking. Especially if they are booking in themselves using online booking.

Marc Sanders about 2 months ago
💡 Feature Request