Open Dental Forum

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If anyone knows how to send mass emails through open dental, please contact me, I would GREATLY appreciate it!!

Rhonda@smileworlddental.com

THANKS!

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Thank you Dr Sparks,
There used to be another person handling the software before & he may have made those chanmges. I was wondering if there was a way to restore the Procedure List to default.
Regards

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We recently upgraded to 7.2 version. Eversince, we have been getting an error in some patients' chart. These patients had a procedure with a code that was later deleted from Open Dental data base. Now, when we try to create claim, it gives an error of missing proc code. Any ideas on how to fix it? T...

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Hello Dr. Jordan / Team, What is the best process for sending a claim and recording a payment for 'Invisalign' Treatment. As you might already know, the insurance carrier sends payment in installments against one claim that is sent at the beginning of the treatment. The key challenge is that we need...

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Dr. Jordan, I would tend to agree with you..that we need to be able to keep the appointment broken with the procedure details (maybe do some kind of a flagging of the procedures..so that it does not show up twice as a pending treatment or whatever). Basically, this is what I was looking for...as per...

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Hello Dr. Jordan / Team, I am having challenges in dealing with Broken Appointments within open-dental. I have read through the manual at http://www.open-dent.com/manual/aptdeletebreakcomplete.html but It does not talk about what to do when you want to 'Break' and appointment and not delete it, move...

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That is a very good idea roybloom. We can track orders placed and payments too.

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Some Folks might not like the response here..but we struggled with same capability that Savvy is looking for and now we have a spreadsheet which tracks the current inventory level..in addition to other information already offered in open-dental... * Storage Location * Current Use Location - daily us...

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Cool. Thanks for that clarification. I will assume that what this means is that if I have more than one member in the family and if they have a $150 as a family deductible, the System would know that it is $50 (per Individual)...How does the System know that it is $50 and not $25 or whatever.

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Hello Team, I am facing a situation where-in I have a Patient (who is the only one in the family) covered under an Insurance. The Benefits indicate the 'individual' deductible as $50 and 'Family' Deductible as '$150'. This Patient has had one Procedure done with us during 2009 calendar year and ther...

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PatNum (We used it as chart Number) Last Name First Name Patient Status Hygiene Scheduled For - Date Hygiene Scheduled On - Which day did we schedule it Treatment Scheduled For - Date - Date of atleast one appointment in the future Treatment Scheduled On Number of Followsup - We followup with each p...

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Looks like we all share the same Pain / Challenges... After being on open-dental for more than 4 years now and trying to make the Recall / Unscheduled / Planned Treatment..etc work..Finally decided to setup my own "Hygiene_Treatment_Followup" process..which includes a spreadsheet that list all activ...

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Interesting feedback Savvy. Your feedback made me look at the version...it is 1.4.2.39 and the build was released on 1/11/07 (looks like no upgrades since then)..i am still on the trial version though. I did however get a response from Dr. Burton within a day to my query about integration with Open-...

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Playing around with AutoNotes and EasyNotesPro at the sametime...will take a final decision..in the next one month or so..since the work being done (setting up of the questions/answers..etc) can be leveraged on both interfaces.

Cheers,

OpenSource

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Thanks Rickliftig. I could not agree more with you on the versatility of the ENP program. It is very user friendly and totally customizable. I also agree with you on the fact that the "one-time" setup is the most painful process of it at all but I was thinking about making that investment of time & ...

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Hello Dr. Jordan, Appreciate if you can share you thoughts on the following.... Cheers, OpenSource ------------- Thanks Dr. David...I will be reaching out to Dr. Jordan too and understand how he wants us to use EasyNotesPro since the open-dental manual says the following http://open-dent.com/manual/...

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Hello Dr. Jordan, I did try to play around with the CarrierLabel Template in Sheets but dont think it works to the specifications that I need it to but looks like we are both thinking along the same lines. We will continue with the QuickNotes part for now..within the Benefits information..atleast th...

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Hello Team, Does anyone have any first hand experience of using "Easy Notes Pro" with Open-Dental ?. What has your experience been ?. Would you recommend investing in that software or do you have any other recommendation ?. Are there any other lower cost or dare I say..even OpenSource software out t...

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Hello Dr. Jordan / Team, My office staff tells me that they need to capture the following additional information for each of the subscriber/patient from the insurance carriers/providers based on the Patient Plan. They have created a 'Quick Notes' and insert the quick notes in the Insurance Plan info...

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Hello Dr. Jordan,

Sorry, I had forgotten about this one. One of these days, I will do my research to figure out why the standard my.ini does not work with open-dental directly

But for now, this did fix the problem..Thanks again.

Cheers,

Opensource

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Hello Dr. Jordan / Team, I recently upgraded to 6.4 (beta) and one of the problems I have encountered is that we get an exception error while entering payment. It is related to the column called 'InsEst' (looks like this column is in the Patient & TempFamBal table (temp table). The issue is that the...

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Hello Dr. Jordan, As always, thank you oh wise one :-) The DB tool did not fix it but thanks to your tip, I knew exactly what to fix (site ID column in the Patient table), I did have a slight problem with it during the db migration too (something about it was supposed to be 'not null' but the migrat...

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Hello, I have been trying to upgrade to the latest and greatest version (6.4.x) but none of the versions since 5.8 seem to be working for me. The database converts fine..etc but when I run the program opendental.exe in debug or release mode..get the following error... -------- ee the end of this mes...

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Hello Dr. Jordan / Team, Is there a HIPPA requirement that the 'Communication Log' should be locked down (in open-dental). I have been told that since it is something that u can change at anytime..it does not have any legal value ??? On a similar note, Is there a way to store email communication wit...

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cutepdf has been a savior for me and my office in our effort to go paperless. basically, it is nothing but a PDF file printer..which can send your output to a PDF file when you hit the print button. Will this option work for you ?

Cheers,

OpenSource

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Hello Team, I understand that open-dental has good graphical charts and that along with some personalized treatment presentation should make up a good 'Treatment Presentation / Patient Education system' however of late, I am contemplating the introduction of a 'Professional' Patient Education / Trea...

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Just so that I have the complete picture on X-charge... ----------- This is what I know... 3 Year contract required - The cancellation fee is the equivalent of the balance of your 3-year contract's minimum monthly fees. Visa/MC+Disc (Retail) Discount Rate 1.77% (Visa) / 1.87% (MC/Disc) Per Item Rate...

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Thanks Dr. Sparks...will keep a lookout on whether I see the same issue in the later version once I upgrade. I prefer to do upgrades once in a quarter..kind of a cycle..maybe will wait for 5.8 production to arrive..before my next upgrade.

Cheers,

OpenSource

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hmmm...interesting suggestion. Will start implementing it in the office and see how it goes...basically, we will delete a planned tracker only to replace it with the next priority treatment. Looks like this would mean that there is always a 'Planned Treatment' in the chart section unless the Patient...

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Hello Dr. Jordan, Firstly, Congratulations...5.8 looks great...yet to explore all the new features and functionality but did checkout the 'New Patient' Report. Looks great :-) Wondering if you could add some other simple but very useful Patient statistics such as 'Adjustments' and 'Income'. I almost...

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Thank you sir. Worked like a charm. My Test Server was installed using the Mysql Installer (from mysql.com) and yes, it does have some other database/applications but atleast now I know why I have the problem..so, will work around it.

Cheers,

OpenSource

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On Step # 2..when we schedule the appointment...we clear the Planned Appointment (delete it in Planned under Charts).....should that not be the process ?..since my understanding is that when you plan an appointment and then schedule it..you do not need to keep it in planned tracker ?...when the Pati...

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Be very careful with this one...I would re-iterate an earlier comment that it depends on the clearing house. With Tesia...It for some reason does not like 'network path' (including mapped drives/folders) from where it can send claims / receive reports. Yes, you can send the eclaim from each computer...

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Hello Team, I am trying to upgrade from 5.6.25 to 5.8.5 in a debug mode and having the following problem.. The process seems to try to alter the 'preference' table and trying to create a 'comments' column which are of type 'text/blob' with a default value of ' '. the system is having trouble creatin...

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Hello Dr. Jordan / Team, The workflow our dental office follows is as follows : 1. Treatment Plan to Planned Tracker (The highest priority treatment) 2. Planned Tracker to Scheduled Appointment (when patient schedules appointment) 3. Scheduled appointment to Unscheduled appointment (when an appointm...

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Hello Dr. Jordan / Team, Is there a way to move an appointment on the unscheduled to the 'Planned Tracker' from within the 'Unscheduled List' in a couple of clicks ? The only work-around that I know for accomplishing the above is to delete the appointment from the unscheduled list after creating an ...

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I know the world does care about where it shows up on google..for me, Open-Dental will always be # 1

. Congratulations !!!

Cheers,

OpenSource

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Hello Dr. Jordan / Team, My office is on 5.6.25 and today I ran the database maintenance and the observed the following : PRINT THIS FOR REFERENCE. Deposit sums recalculated: 05/07/2008 OldSum:$6,887.90, NewSum:$6,527.90 07/25/2008 OldSum:$3,536.50, NewSum:$3,572.50 Deposit sums fixed: 2 what could ...

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Hello Team, Looks like whenever I add more than one procedure in one appointment, the time allocation for the procedure gets all messed up. For example : If there is 10 minutes allocated for an X-ray and if there are two fillings..let us say 30 minutes for each procedure...and if in the procedure it...

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Thanks Savvy for highlighting the OD Possible vs Not Possible clearly. I have been fishing around for even a third party solution which could do the job for me but not much luck. I think it will need to be built into OD to make it real. Quite frankly speaking, the entire framework is already there.....

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Hello Dr. Jordan, I appreciate you trying to verify this issue. I double checked (triple checked) the operatories setting and they all seem to be showing blank values for dentist / hygienists. I am still scratching my head on this one :?: btw, I was trying to attach the screenshot but looks like thi...

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That is correct, Dr. Jordan. I do not have any dentist/hygiene select in the 'Operatories' setup.

Dr. Jordan / Team : Can someone please confirm that this is a Bug ?

Cheers,

OpenSource

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It currently sets the appointment to the providers for the operatory you are dragging into. If you don't want that behavior, then you should not have any providers set for the operatory in question. I couldn't tell from you explanation whether you have a provider set or not for the operatory. I don...

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Hello Dr. Jordan / Team, Not sure if this is a user error or a bug or maybe a designed functionality :-) We are not using the default "Provider", "Hygienist" for each operatory (Setup -> operatories) because of some other logistical issues in the office. The office staff decides on which doctor / hy...

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Well, the common reminder kind of ones are not an issue but there are times when the office sends letters such as they need to see certain specialist for further treatment or if their account was complicated due to insurance carriers not making payment for certain procedures and we now need to colle...

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Thanks Dr. Jordan for clarifying on this. I guess this would mean that the office would need to create a "Claim" even before checking the Patient out (or atleast as part of the Patient checkout process). Also, I tried out the scenario...and saw that it also shows the "Deductible" applicable. Does th...

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Hello Dr. jordan / Team, I am kind of struggling on this one...I am looking for one clear place in open-dental where the front office can look for what to collect from the patient during an office visit (for their treatment that day). This becomes tricky when it involves an insured patient. Our offi...

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Hello Dr. Jordan, Thanks for your quick response. I agree on the hollistic approach. For the time being, I guess...I will ask the office to create a PDF version on the file..(cutepdf)...print it (for mailing) and import it in opendental (images) module for our records. I will increase a couple of st...

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Hello Dr. Jordan / Team, When one clicks on the 'Letter' option in opendental and uses the template to send a letter to a Patient, my office staff does customize the letter depending on a specific patient scenario. Looks like opendental does not save the customized details in the patient communicati...

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Hello Team,

Any feedback on Dentalsenders.com ?. how integrated is it with opendental ?. how is it in comparison to other products such as promptalert , etc. Does anyone know of any other service providers for automated reminder service ?

Cheers,

OpenSource

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Hello Dr. Jordan / Team, Dr. Jordan : Thanks for sharing your thoughts. Team : Has anyone tried other reporting solution. My experience/research has not yielded a simple enough solution where-by certain members (myself) can create/design the report and can be given to the staff to simply running/gen...

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Dr. Jordan, I came very close to implementing "ireport" and "jasperreport" but somehow did not want to go too far from your vision about RDL. I do not want to invest too much time in creating those 3rd party reports if Open-Dental is going to continue to expand on RDL. Are you recommending that cust...

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Hello Dr. Jordan / Team, Looks like the 'Export' and 'Save As' feature under 'Custom Reports' have not been functional for a while now. Do we need to do something during the compile process to enable this feature ?. Quite Frankly speaking, The Custom Report functionality stays un-useable (atleast fo...

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Hello Team, I just got a call from Trojanonline.com offering their service. Among other things, looks like they are big on 'eligibility & benefits' checking. I am looking for feedback / comments from folks who might be already using this service 1. Does the 'Eligibility & Benefits' checking informat...

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Hello Dr Jordan / Team, Any thoughts on how I can overcome the following issue... ------ when I tried to use opendental to do the same...I think it is able to connect to the database without any problem but it presented the "Edit Paths" window for the opendental data folder since it does not find th...

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Hello Team, I have been trying out an interesting setup (atleast from my perspective) and I was almost there but not completely :-( I have setup my mysql on a windowXP server. I have configured my router to allow remote access to the database. I have setup a dyndns.org service to make my office netw...

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Yupe, It would be great if the reports could be grouped based on the usertype and given access based on that. Appreciate the security mechanism is extended to custom reports too.

Cheers,

Opensource

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In addition to 'drtech' comment, The question was to tie the 'planned appointment tracker' to the 'Work-Flow Process' of sending the reminder / doing the follow-up. For Example : 1. Open 'Planned Appintments' List 2. Select the 'Patients' that the remidner should go to. 3. Select a Template (Letter ...

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Dr. Jordan, I know it is very early days but it would be great if the web version will be smartphone/iphone compatible....especially the appointment and patient information lookup module. With other technologies such as logmein, gotomypc, etc...that is available now to the office users by itself, I ...

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Hello Dr. Jordan, Thanks for your quick response. I agree, we need some additional control's...especially on the source files that are available through open-dent. Maybe you can put all of these addiitonal features in a seperate bucket (third party plug-in's or whatever). Also, while compiling, mayb...

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Hello Team, I am sure, we all face this challenge...what is the best way to follow-up with the Patients on their pending treatement. We all do the follow-ups in different ways..phone, email, US Mail..etc. Would it not be GREAT to have a feature in open-dental...similar to the "Mass" billing option u...

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Hello Dr. Jordan / Team, Looks like we now have an ability to store all the images in the database ( http://www.open-dent.com/manual/paths.html? ). Great Addition to ensure all Opendental related information stays in one location and in a secured environment. Wondering if anyone has a migration scri...

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Dr. Sparks, Previously, you used to differentiate between 'Beta' and 'Production' version very clearly but indicating the same against each of the releases. Looks like recently, you have stopped indicating 'Production' when it is not Beta. Is that right ? Wondering if you can go back to indicating w...

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It is very rare that one gets an opportunity to praise Dr. Sparks for such a wonderful gift to the dentist community. Thank You sir. On feedback on open-dental itself. The best thing about it is that it is OpenSource. I have a techie background and love it when I can get into things and do it my way...

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OpenSource, I'm sorry to hear that your experience was less than ideal. We can't offer free equipment to some users and not others. We are already offering the software at no charge. We were not able to perform the merchant statement analysis immediately because there were others waiting for their ...

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Hello Dr. Jordan / Team, I am looking to 'Optimize' the appointment scheduling in the office and one of the areas that I was wondering if I could get further clarity on is...the time split for a given appointment between the following team members 1. Front Desk 2. Dental Assistant / RDA 3. Hygienist...

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Dr Jordan / Team, Just thought I would add my .02 cents..to not only this topic but also a more general comment. Wondering if it is time to expand the framework of open-dental to have an option of running services in the background. The way to manage this would need to be from within opendental but ...

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hmmm...no response, so I will take it that the post was too complicated. A simple version of it is.. 1. Can someone share with me on the steps that they follow in opendental when they wish to break a 'recall' appointment in opendental ?. What do you do with the 'recall' related procedures that land ...

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Hello Team, Wondering if folks anyone can help me understand how you have implement the process to handle 'Broken Appointments' vs 'Unscheduled List' in their office. Basically, the way...I expect it to work is that a Patient call-in to break an appointment (if they decide not to reschedule it). I e...

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Hello Team, I looking to monitor how many new appointments we are managing to book through not only the Patients visiting us but also through the follow-ups that we are doing with existing patients. Is there a way to extract a list of Appointments which were created on a given date and a list of Pro...

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Hello Dr. Jordan, Firstly, I know the security module has been an addition for a while but this is my first post regarding the same and I want to thank you for the same. Wondering if it is possible to control the 'Access' to some of the information within each section of the 'Security' Module for ex...

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Firstly, As always....appreciate the quick response from you Dr. Jordan The emailmessage table has 5000+ records. First message was created on 02/08/05. The securitylog too has 80,000+ records. First message around the same date as above. since none of the above impact performance, I guess I will no...

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Hello Team, Wondering if any of you had any Performance Improvement Tips I know moving from windows to linux for the database server might improve performance but before I take that step, I wanted to see if I have exhausted all other ways in which I could improve performance. BTW, how fast is the re...

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Hello, Not sure how many of the OpenDental users community are using X-Charge ?. Wondering if X-Charge users can provide feedback that will help me / others take a decision. Today, I have initiated a 'Finanical Analysis' with X-charge to find out if they can offer me competitive credit card processi...

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On a kind-of a related Topic, Quite a few of my customers were wondering if we could send the appointment in outlook format by email, so that it can be added by them on your outlook (whether I like it or not most of them use outlook :-(). I would hate to duplicate the appointment in my outlook and t...

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Hello, I have one Patient record which has been giving me trouble for a while. I am sure there is some kind of a data corruption issue here. The issue is that the Patient Account (in the Account module middle portion) shows zero balance but the 'Select Patient' window shows a negative balance. I tri...

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Hello Team, Maybe I am losing it :-). I am being told that the Insurance Carrier Fee Schedule changes without notice to the dental office (you can tell, I am not a dental guy :-)) I am sure that there are thousands of dentist and X number of insurance carriers and 'Y' number of fee schedules. If I a...

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Hello Team,

I have created a Custom Report and done everything to make it work right but once the output is generated and if I click on 'Save PDF' or 'Export' button, It says 'Not Functional Yet'. Is that the Right Behavoir or can I do something to enable the function ?

Cheers,

OpenSource

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Never Mind, Figured it out myself. Looks like VC# has a option where you can set if it should give you this particular message, if your processing takes too long (Which is what the conversion was doing). Once I unchecked it..it worked fine. Hope the above info, helps any other newbie like me. Cheers...

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Hello Team, Has anyone got the error 'ContextSwitchDeadLock' while Converting from 5.0.X to 5.3.X. I tried to do the Conversion in the Debug Mode and I get the 'ContextSwitchDeadLock' Error Popup Window. ----- The CLR has been unable to transition from COM context 0x1a04e0 to COM context 0x1a0650 fo...

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Hello Dr. Sparks, I could not agree more with you on moving in the right direction. Infact, at times, I feel you (opendental) is leading the way. Keep it up !!! :-) I just thought that with the framework that you have in OpenDental and the framework that is supported for submitting the various claim...

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Hello Team Wondering if anyone is using a good service provider for 'online realtime eligibility & benefits checking' for various insurance carriers in CA (USA) I did try out claimconnect service for this about one year ago but based on the feedback from the office staff, there is always a need to c...

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Hello Team,

The Old Forum used to have a Custom Database Query Forum or am I losing it ?

Any Pointers on how I can navigate to it ?

Cheers,

OpenSource

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Hello X-Charge Users, Planning to move to X-Charge but was wondering if something can list the Pros and Cons as compared to any other credit card processor. Also, what are their credit card processing rate. Were they less expensive than your previous providers ?. How long did it take for you to move...

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Hello Brent / Team, I have been a PromptAlert Customer for almost 3 months now. To begin with, I too was a bit apprehensive about how this would all work...To my pleasant surprise, PromptAlert had done their homework really well and the fact that we are on a OpenSource software (Thanks Dr. Sparks), ...

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Hello Team, Wondering if any of you have a formal 'Practice Management Dashboard' that you might have put in-place in your office to monitor the health of the biz. If yes, I would love to hear about some of the 'Metrics' that u might be monitoring and how you use 'Open-Dent' queries to generate thes...

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Hello Team, Wondering if anyone has a documented open dental work-flow which integrates with the Dental Office work-flow. I can understand each office would have its own preferences based on their practice but wondering if there is an efficient work-flow recommended. What do I mean by Work-Flow. Bas...

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It infact it is a big shift from a patients perspective to move from the paper forms to the digital world but from my perspective, I am already there but how do you bring everyone along with u..is the challenge. For me to help bring someone along, we would need to make sure that we can articulate th...

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Hello Dr. Jordan, I upgraded my installation with the grant tables and the database conversion/upgrade worked like a charm. :lol: :lol: Thanks once again :lol: :lol: I do have a follow-up question though, I was not aware that with every upgrade, I need to worry about updating the grant tables (using...

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Hello Dr. Jordan, Thanks for sharing your words of wisdom. Some pieces of the conversion worked like a charm when I updated the my.ini but the NULL related issue continued to error out the database conversion. I did some debugging and looks like one of the places, it gets stuck is ------- command="U...

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While you are on that thought...think about the possibility of how the reminder calls can automatically be sent out (using some kind of voice recognition or any other software). As long as asterisk and opendental databases can talk to each other, I think the possibilities of optimizing the workflow ...

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Hello Team, I have been upgrading to a newer versions of Opendental myself and each time I upgrade to a newer version, I wrestle with the fact that there is something in the table structure or data in my current version which does not match with what is expected in the newer version. For Example : C...

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Hello Team, First, Congratulations Dr. Jordan on achieving yet another milestone from an integration perspective (by integrating a Credit Card Processing Company with OD). BTW, was not able to find the user guide details on how the integration works (I guess the manuals will get updated with the Gen...

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Hello Dr. Jordan, Dont get me wrong, I love the new Forum :-). Any place that helps interact with other members of community is GREAT :-). thanks for setting this one up. But there is a lot of valuable information on the old Forum. I used to almost use it as an extension of the User Manual. Is it po...

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Hello Team, I am sure the subject line sounds familiar. To address this, we have made various changes in the follow-up/reminders done by our office. As part of that we have started using PromptAlert too. One additional feedback that I got from one of my friend/patient was, maybe put it on patients o...

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Thanks Dr. Jordan for a quick response. As indicated, The reports/printouts are need for 'Not a very Happy' reason. Hopefully the screenshots will work as a valid proof of record. I have used 'Fast Capture' software for doing the needful (For others who might need to do it). The Scroll screenshot op...

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Hello Team, Great to have the forum back :-). Thanks Dr. Jordan. I am sure it must be like having a root canal :lol: . Keep up the Great Effort. Unfortunately, I do not have very good reason why I am asking for the following.... Is There a way to Print... Patient-Family Information Graphics Chart Al...

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