Feature request: I need a to-do list to better manage my time

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Permanently deleted user

• August 18, 2017 05:00
• Edited

Submitted by the team at OCM:

"Is there a feature to add patient names to my own reminder list?

For example: potential implant/crown patients who just needs reminding - as a reminder for myself to follow up with them.
Or if the patient was to say in 2 months or so they will come back for the crown, if there is a feature where I can add an alert on a day to remind me to ask the patient or just a list I can check that would be on Core Practice (more convenient than writing in a diary on paper which gets lost etc)"

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  Permanently deleted user

  • August 02, 2017 01:35

  Hi team,

  This is a great idea! I think staff training is important, and it would be useful to keep everyone in the loop in regards to communicating with patients as to whether there are any preferences with dentists, times etc. However sometimes this does not always happen, and a recall/reminder system for each provider would be quite useful in these circumstances. I have escalated this feature to our development team and we will communicate our progress on this Community post. Keep your eyes peeled!

  Thanks!

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  Permanently deleted user

  • August 18, 2017 04:55

  Hi all,

  I have actually not realised that this is something we will be able to do once we release our Tasks feature. We currently have plans to create a feature that will allow users to set tasks - much like a to-do list - which will have reminder alerts, as well. I think we can tweak this Tasks feature to work for you in an instance such as this, where you want to be reminded to check up on a patient's status/appointment etc.

  Again, we'll be communicating this to the Community in our Core Practice newsletters. 

  Thanks!

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  Megan Young

  • November 30, 2017 04:58

  This feature would very much come in handy. It is essentially a type of recall system which I rely heavily on. At the moment I am using my outlook calendar to set myself reminders and for patient recalls.

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  Permanently deleted user

  • December 21, 2017 05:29

  Hi all,

  There has also been support shown for this from the team over at Prosmile Dentistry. I'm really happy to see this support coming through! Keep your eyes on this Feature Request post for any updates. Thanks!

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  Permanently deleted user

  • January 18, 2018 23:05

  Hi all,

  We've had some more support for this feature, coming from the team over at Boon Dental. Thanks for sending in your requests as well as your support for the existing requests! Watch this space!

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  Permanently deleted user

  • February 12, 2018 05:24

  Hi all,

  We've had more support for this feature from the team at WDSG. Thanks for your contributions and suggestions, they're priceless in helping us to organise our new updates. I'll keep you guys updated!

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  Permanently deleted user

  • September 18, 2018 01:23

  Hi,

  I would also like some kind of Task/To-Do list feature. My previous PMS had this feature where you could assign a certain user to a task and also a patient. It also had due dates and started dates and also a status to indicate if it's started, in progress or complete. Below are two pictures of how it worked in my old PMS.
  
  

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  Tiarna Coates

  • August 08, 2019 03:21

  IMO this is an essential feature, especially for follow-ups and TLC calls after extractions or other difficult appointments.  Definitely something that I already miss from our old software! (We've been using Core for 4 days.)

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  Aiman Hashem

  • November 20, 2024 06:56

  this would be an amazing feature- and then to potentially have an actionable email sent to a particular user to remind them of the task on a specific day. E.g implant consult that needs a follow up by treatment coordinator in 1 week. 

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