Open Dental Forum

DavidWolf

Does anyone have a query that shows a list of scheduled patients by date range with a specific insurance plan? Thanks

DavidWolf

I agree the risk is very low for a dental office that is not using the smart chip. I am sure sooner or later the PayConnect plugin will catch up with the new technology. But for now the benefits of the integration in the OD patient account is well worth the minimal risk.

DavidWolf

If we can get the custom color settings for the chart background we can make it disappear completely. We need to know the Hue: Sat: Lum: Red: Green: Blue: settings for the chart background color. Actually I tried to match it and because of the shading it still looks like a crown. Maybe we should re...

DavidWolf

If we can get the custom color settings for the chart background we can make it disappear completely. We need to know the Hue: Sat: Lum: Red: Green: Blue: settings for the chart background color.

DavidWolf

One work around would be to just create a new procedure rather than trying to edit the one attached to the pre-authorization. Then you could go back and clean up the treatment plan later. I get frustrated all the time when the thing I want to delete is attached to a pre-authorization but I am not su...

DavidWolf

DentalCareLinks has completed a plugin for sending patient referrals from within Open Dental. The plugin is currently free to use and comes with a free 1 year premium subscription for OD users who want to try it out. Here is a very poor quality video that I made to demonstrate how it works. https://...

DavidWolf

We have used PayConnect and ClaimConnect for 10 years without any issues. The best reason to use Payconnect is the direct link from inside OD's payment window. One issue that does not seem to affect us yet is that we are not using a smart chip reader for our transactions

DavidWolf

Here is a video that shows how it works. Sorry in advance for the poor resolution.

https://dentalcarelinks.wistia.com/medias/x3kx47tm5x

DavidWolf

We are still looking for more OD users to try out Dental Care Links.
I have created a video to show how it works. I apologize in advance for the poor resolution.

https://dentalcarelinks.wistia.com/medias/x3kx47tm5x

DavidWolf

AWESOME NEWS!! Thanks for the update.

DavidWolf

We are still looking for BETA testers the plug-in is working great but we would like to continue the offer of a free year subscription just to get more OD users.
Thanks,
David

DavidWolf

Are you talking about emailing to your patients or emailing referral information to other offices? If you are talking about emailing referral information to other offices. I have developed a plug-in that allows you to easily create referrals and send them in a secure portal called DentalCareLinks. W...

DavidWolf

I am bumping this post because we are still looking for more beta testers. I have included a link to a video that describes how DentalCareLinks.com works. Please email me @ david@davidwolfdds.com if you would like to help and test out this Plug in. https://dentalcarelinks.wistia.com/medias/lue30dw2fu

DavidWolf

Hi Everyone, I have been an Open Dental User since 2006 and have recently developed a Plug-In which allows users to create and send referrals through a secure online portal. The portal is called www.DentalCarelinks.com It is free to use the portal to send referrals. As an Open Dental user I wanted t...

DavidWolf

We just started using it but unfortunately it does not work for the two biggest companies in our area. BCBS and Delta Dental of MA

DavidWolf

If you are asking about the internal office messaging buttons...we use it on every patient. I have a button setup for each of my hygiene rooms. When they are ready for the patient exam they use the button designated for their room to let me know that they are ready. It works terrific.

DavidWolf

Is anyone else having trouble with the reports in this version. I upgraded last night and today the production and income reports seem to be messed up?

DavidWolf

I am using EDI PayConnect with the old style USB magnetic strip reader. I would like to know as well what we need to get to read the chips directly into Open Dental payments.

DavidWolf

Justin, I had a HK-780 USB with a Twain driver and I could use it directly to OD in Win XP. However I just upgraded to Windows 7 and reloaded the software and the Twain driver doesn't seem to be showing up. I bought a new camera (DY-40B USB) loaded the software it is recognized by the software that ...

DavidWolf

You can run that under reports, daily, adjustments, just select that type of adjustment and the dates and you are all set.

DavidWolf

It is a big deal when the length of the appointment mysteriously changes and the patient shows up for a procedure you don't have enough time for! I've been begging for this to be fixed for FIVE YEARS!

DavidWolf

What about unencrypted emails? My understanding of the HIPAA rules are that it is against the rule to email patient information that is unencrypted. I would assume that if we use the email portion of Open Dental to send out a patient referral or patient statement or any other thing about the patient...

DavidWolf

I mark it completed other provider, I change the date to the date it was completed and then usually put a quick note in the procedure to say who actually did the procedure, etc. We then scan the letter into images as well. Just thought of a good idea.....The ability to attach scanned images to a pro...

DavidWolf

Ok, Thanks for the explanation. I can understand that it would be impossible to automatically transfer the information since the same fields do not exist on the paper claim. Now I also get that the information attached to the procedure will not show on the claim when you open it because it is a copy...

DavidWolf

I just tried it in version 7.8.26.0 and it sent me the email and entered it in the account.
So I guess the answer is no I could not duplicate it.

DavidWolf

As long as there are no procedures or notes attached to the patient, there is a button in the family module to delete. Sometimes you have to delete any procedures or notes attached first; but once the patient is empty the button works pretty well.

DavidWolf

I use the group note for things that are not individual for each procedure. Mainly anesthesia, if I do a quadrant of operative I just use one group note for all the anesthesia rather than writing it on one of the three fillings. I would also like to be able to select all four third molars that were ...

DavidWolf

I think all those problems are caused by the fact that we are essentially hacking the ability to use text messaging. Once text messaging is an actual part of OD the problems will be resolved. i.e.: we will be able to have preset recall and confirmation text message which are different from the email...

DavidWolf

If I input the replacement crown details on the crown procedure the status = "replacement" and the prior placement date do not seem to get inputted automatically on the insurance claim, so we have to enter the information again on the claim????? Are we doing something wrong or could this be a bug? T...

DavidWolf

Awesome. Thanks

DavidWolf

I have been randomly noticing some appointments in my schedule without an audit trail. Today I think I finally found out how they get there. If you click on the schedule to make an appointment, then search for patient and select one, then click on make recall. Voile new appointment is in the schedul...

DavidWolf

THANKS! That was it.
Best regards.

DavidWolf

How can I print or export a fee schedule?

I can output the procedure list but it does not contain the fees.

Thanks,
DW

DavidWolf

These are made up procedure codes that you use to add notes to your patients chart. When I started using OD it came with Zclin and Ztoth already created for clinical note and tooth note. You can add them to your charts just liking adding any other procedure, if you make up new ones for your special ...

DavidWolf

We use payconnect and have not had any problems.
We use the virtual terminal online. I like the online tools to run reports for previous transactions.
You have to enter the payment manually in OD, but this works with my system for auditing the transactions so it does not bother me.

DavidWolf

I think they just capture the image with the other programs and then use the OD database to store them. I do the same thing with my digital radiographs because as of right now OD is not able to directly capture the image from my Gendex Pan machine or my Visix Scanner. Why do you guys want to keep yo...

DavidWolf

I am trying to produce a patient information verification sheet to be used to update the patient's address, phone and insurance information.
Is there a way to get the employee name in a sheet?
Also is there a field that only produces the last four digits of the subscriber ID/SS #?

DavidWolf

There is a feature request to keep a ghost image of the late cancelled/rescheduled appointments. The orginal request is 851 the redundant request is 1584. This is our current work around: We made a custom column in our scheduled called cancelled. After we break the appointment we move the patient to...

DavidWolf

I use this same system..... One thing that I just noticed is if you try to test it the graphic of the condition stays on the chart when you add the treatment planned procedure and also stays painted like the condition when you complete it. I don't think that OD expects you to do them all on the same...

DavidWolf

OK here are the steps: A patient has a payment plan amount due. The patient comes to my office and pays cash. The employee uses the function to [+Add] to the amortization schedule. They enter a negative amount in the patient's amortization schedule that equals the amount of the cash which they pocke...

DavidWolf

I agree it is better than no system. I will also add that Open Dental is better than any other software.
I just can't add anymore requests until my most important one is completed.
But I have alot of good ideas.

DavidWolf

Drawing over the crown to leave a root is what I do too, I pick the same color as the toothchart background and then it just disappears. When you put the denture in the crown will not show until the drawing is erased. Couple of thoughts: It would be nice if the background color was one of the automa...

DavidWolf

I just let mine prinout.
But, You can also just remove the DEA number from that providers setup and it will always stay blank no matter what they pick on the prescription.

DavidWolf

This is a great example of how pop-ups would be better if you could pick which module they pop-up on...for example the front desk when using the account module does not need to know that a patient is latex allergic. If they popped-up based on the module they would be more important and useful.

DavidWolf

I agree that you can see that it happened if you are in the person's account. But am I correct in the assessment that if you don't know to go to the patient account it would not show on a report and if it happens you can not audit who entered the adjustment???

THANKS.

DavidWolf

I just noticed that if you edit a payment plan charge it does not show up on the audit trail and does not show up in any adjustment reports. Plus there is no security setting to limit its use. Did you know that you could enter a negative edit to a payment plan charge and reduce a patients amount due...

DavidWolf

That is good to know about the hidden check box.

Just curious:
If you check hidden is there a way to get back into that plan to unhide?

DavidWolf

Ok. That seems easy. I see that OD allows me to change the other coverage section before I print it again. However, it will not allow me to change the claim type to secondary. If I just change the other coverage section I think the claim will look the same as if it were originally the secondary. Is ...

DavidWolf

How do I put a patient's overdue balance in a collection letter using Sheets?

Thanks.

DavidWolf

I've noticed that almost all my sheet elements need global growth to keep the lower case letters that go below the line to keep from getting cut off.

DavidWolf

I think that it is worth it.....

DavidWolf

OK her is an interesting situation which occurs once in a while.... We billed for procedures to a patient's insurance, received the payment, deposited the payment. Then the patient informed us that they had a second insurance, which turned out to be the patient's primary. We added the insurance corr...

DavidWolf

When you use the tab key to change fields in the adjustment edit window the fields are not in logical order, for some reason the tab key jumps you all over the window in an unfriendly order?? I noticed this also when setting up sheets, it is difficult to set them up for the tab to change the fields ...

DavidWolf

Perhaps if referred status automatically changed the fee to $0 and checked the do not bill insurance box these issues would be partially eliminated even with user errors....or a warning are you sure you want to change the status from referred to completed??? Also could be like the claims which can n...

DavidWolf

We defintely have not been entering these adjustments correctly. It sound like we should be doing it from inside the claim. One possibility would be to learn the correct way to enter them and correct each claim and then make a balancing adjustment so the account stays the same. When we sent the mone...

DavidWolf

I just found the new report for Insurance Overpayment. I ran it and luckily only about 20 cases in 3 yrs. My question is....how do we fix them??? Some of them go back to 2007. In most cases I think that we have transferred to another family member, refunded the amount to the insurance or adjusted of...

DavidWolf

Having the tooth chart in the images is great.... It would be even better if the tooth chart drop list showed all the saved tooth charts and they could be viewed right in the window the current tooth charts show in....the images module is fine but why not show them where we already are used to viewi...

DavidWolf

The best reason to have a external hard drive backup is not to protect from a data crash, it is to protect against a hardware crash. If your server goes down you can restore the backup to a different computer in a matter of minutes and start using it as an emergency mysql server. I found out the har...

DavidWolf

We use terminal services all the time, it works great.
I can even terminal service into my office with my Droid Eris, it is obviously is a little arduous from the phone but it works.

DavidWolf

I assume this only affects offices who have updated to version 7.x.x.x
I am still running 6.9.19.0 any issues with going to 6.9.27???

THANKS.

DavidWolf

Regrading triggers and pop-ups....Will it be possible to limit the pop-ups for only certain modules?
For example pop-ups regarding clinical issues should not necessarily pop-up in the Appts or Account module.

DavidWolf

Does anyone have advice on the best way to encrypt their "mobile" backup data?

Thanks.

DavidWolf

I have a separate checking account for my CC transactions. It makes it just that much easier to match/track the direct deposits with OD and Quicken.

DavidWolf

6. To restore your information at home, first make sure you have a working copy of Open Dental. To make it easier, you should have the same OpenDental version as in the office. Insert the flash drive in your home computer. Ok this is the part that always gets me.....how do you make sure you have the...

DavidWolf

Thanks for the new instructions. I have had problems with this same issue in the past. Everytime I try to test at home I forget how I did it from before. Honestly, it has never gone that smoothly and I avoid trying it again because I know it will be a disaster. I am going to try and test with the ne...

DavidWolf

I have the camera from EBAY and China, it works great. My only complaint is the on/off button is bigger than the capture button on the wand so I have a tendancy to turn it off rather than capture the image.

Also, I have not been able to fix the TWAIN driver problem which is a complete pain.

DavidWolf

I love the new feature which allows us to save an image of the tooth chart, we have implemented saving a copy at each exam appointment!!!!
Great new feature.

BUT...is there anyway to keep it from showing the drop down window:"show big and save to images" in the upper right corner?

DavidWolf

We bill out once a month which works for us now because we are small....
Thanks for the info. I changed my date to 29 which should pretty much capture all of our payment plans once per month.

DavidWolf

I think this may be a minor bug.... We just started using the ASAP list and I was using a dummy appointment to train my staff. After the lesson; I deleted the dummy appointment by opening the appointment from the ASAP list, but then noticed it was still on the shcedule. When I clicked the "deleted" ...

DavidWolf

I find that OD does not bill the patients with payment plans until the payment due date has past....if you bill out at the beginning of the month and the payment is not due until lets say the 18th then it will not get billed out until 12 days past due.... We over ride it on individual statements by ...

DavidWolf

Jorge I just printed the form out from the link above.

DavidWolf

I agree, even for small offices this would be great.

DavidWolf

Got it....

THANKS!

DavidWolf

Yesterday my GMAIL ACCOUNT got locked down from what they called "suspicious activity". One of the possible reasons for this is using POP from a third party program that is not supported by gmail. We really had not been sending many emails but I just was wondering if anyone else had heard of this......

DavidWolf

Has anyone had a problem with their GMAIL account being locked down because of sending emails from open dental?

DavidWolf

Well the quick note I am trying to use is in the financial category and it still does not work in the payment or adjustment note window?????

DavidWolf

My office is set-up with Visix. I liked it because there was virtually zero learning curve for the staff. The technique is exactly like traditional films. OD bridges to Visix but we actually use the Visix software to scan in the images then we export the mounted images and then import into OD image ...

DavidWolf

The new patient report used to show the new patients scheduled in the future?
Now it only shows the new patients that have been seen.

Was this changed on purpose?
I liked being able to run the report and see how many new patients I had coming up in the month...

DavidWolf

I use OD from my house with microsoft terminal services. It works perfectly but can be a little slow. I have also logged into the same kind of session from my laptop with a mobile broadband card, it works the same but can be slow. I use it mainly to look up patients when they call with after hours e...

DavidWolf

Are quick notes supposed to work in the notes window of payments and adjustments. If you right click you can enter one from the quick notes window, but the boxes do not seem to recognize the ?shorthand. Why are auto notes not available in the Medical History - Complete and Detailed (does not show in...

DavidWolf

http://70.90.133.65/forum/viewtopic.php?f=1&t=925 Jeez Jordan, You did not do that for me... :-) If it starts as a procedure that would go to insurance and you change it to one that should't.... OD even makes an insurance estimate for the procedure that woud not normally get billed to insurance, or ...

DavidWolf

Another idea would be Chart Module Specific Pop-ups. You could also place allergies and other very important clinical notes in them. But you would not want them to pop-up in other modules. On the other hand many account/finance pop-ups are not necessary in the chart module. I think there is a reques...

DavidWolf

Can we merge closely linked request?
The similar request number is actually 210. I messed that up in the original request.
I just editted it, to correct the feature number.

DavidWolf

That is true - but if you don't manually change the time then it stays unlocked and then will change automatically if at a later time you edit the procedures linked to the appointment! My dream is that the automatic time calculation just be turned off. It is IMPOSSIBLE for a single algorythm to be a...

DavidWolf

You can also set the insurance edit security limit to 1 day.
Which means that only if the cash payment was made on the same day the insurance payment came in would the adjustment be allowed.

DavidWolf

I am currently developing/working on a Web Based Open Dental Specific accesory application which will allow patients to check accounts online, reschedule appointments, request appointments, etc. Online banking for their OD account. Should have the first version completed in the next few months. I wi...

DavidWolf

Yes PLEASE PLEASE VOTE for these: 548: Appointment time pattern calculation logic based on fixed times. 210: Allow appointment time length locked check box to be the default. We manually over-ride OD's logic on every single appointment we make to allow the search function and the appointment length ...

DavidWolf

I agree, Preserving the original claim date while keeping track of the most recent resend date is the best and simplist scenario.
Not that many claims get resubmitted multiple times. Probably not worth the extra effort to track every resend.

DavidWolf

As a start to help check for this behavior..... How about a simple query that compares the fee charged to the writeoff and reports writeoffs that are equal to the amount charged or above the normal percentage normally written off. For the person this happened to this would at the least allow you to ...

DavidWolf

I think that the tooth status that should show is the most recent one. There is no way to predestine which one is the trump condition. I might have placed a completed (MOD) in tooth #20 three years ago and now I want to watch the distal margin. The new watch should be the one that shows. I also coul...

DavidWolf

Ver 6.5.24.0

I have noticed that the conditions show up on the regular chart but do not seem to show on the "BIG" view or the printed treatment plan.
Is this as planned or a bug?

THANKS.

DavidWolf

I use the paint type for PostBU for my implant abutment. Seems to work fine.

DavidWolf

Have you tried using the built in Recall System or the Built in Treatment plan manager? I think that the query's that would help you are already setup.

DavidWolf

THANKS

DavidWolf

Any thoughts on the best way to generate a mailing list for the households of all active patients.....

Thanks for any advice.

DavidWolf

The color-override seems to be broken in version 6.4.21.0. When I set a procedure with a color override to existing current provider the default color appears?? But it seems to be intermittant, it is not happening for all the charts. Not sure if this is a known issue or a conflict in the chart displ...

DavidWolf

I think that if you changed the days past due to 90 you may be able to get the report. In the Setup:Recall window you can change the Recall List default view, Days past (usually blank) = 90. Then run the standard recall report with the start date from more than 3 months ago say 1 year ago as the sta...

DavidWolf

This automatic calculation of multiple procedures in one appointment is a mystery to all intellegent human life forms and must only work for Dr. Spark's scheduling parameters.

I can't wait for the day when it can be disables completely.

DavidWolf

Open the appointment and click the audit trail button. The audit trail will show when and who....

DavidWolf

It may work if you are only going to be in one office at a time? But it doesn't sound like a long term solution.

DavidWolf

The negative balance could be from an insurance estimate which would mean that it it really not a true negative balance and may not show on the second report.

Just a guess????

DavidWolf

Yeah, most plans primarily use the individual deductibles. Some have an additional family maximum, which means the total amount would max at $150 but from my experience always leaving the family deductible blank and filling in the individual deductible for everyone in the family seems to work 99% of...

DavidWolf

In my general practice we usually send out a paper pre-estimate with the attached radiograph. Then when we actually do the procedure and make the claim we place the pre-estimate number in the proper box and send it electronically. I find that this is much easier than trying to send all the claims wi...

DavidWolf

Ah got it. Sorry.

DavidWolf

Right, but if you try to use a planned appointment that has been sent to the unscheduled list it will cause an error message!

DavidWolf

We charge finance charges on overdue accounts, when you run the finance charge tool it makes you run a new aging report. So we do it once per month when we do our monthly billing.

DavidWolf

I have used EDI Claimconnect and Payconnect since opening my practice 2 1/2 years ago without any issues. They were able to set me up quickly and it has worked seemlessly with OD ever since. I don't bother with electronic attachments either, because the two major insurance companies in my state do n...

DavidWolf

I have an operatory column in my schedule named Cancelled. If somone no shows or cancels we break the appointement to note it in the account and then move the appointment to the dummy column. This way we can see the appointment which was cancelled on the schedule but the active column stays clear fo...

DavidWolf

Got it. Maybe we should just be deleting the cancelled appointments instead of sending them to unscheduled? This would bypass the glitch, but what is the unscheduled list supposed to be used for???

Can you post the link to the other thread?

Thanks.

DavidWolf

I solved this problem by charting the watches a existing current provider. They do not show up in the treatment plan and therefore won't be confused for planned treatment which has not been scheduled.

DavidWolf

I really think it is more of a bug than an enhancement.

DavidWolf

Just out of curiosity:

Why can't they be deleted? I am not sure I understand the importance of the restriction of not being able to delete individual recalls.

DavidWolf

Version 6.3.12.0 Here is an interesting scenario: You make a planned appointment with procedures attached. The appointment is cancelled and sent to unscheduled. The patient comes to their next scheduled recall appointment and wants to schedule the procedure they cancelled. You cannot pinboard and us...

DavidWolf

I will let you know if it continues to not update in the future. I am going to run the most recent update tonight. I will try it again this weekend.

Thanks as always.
DW

DavidWolf

Ok, I found the correct OpenDental.msi file on my server, emailed it to my house and ran it, now it works.
The question I now have is why does the OD backup utility not keep the correct opendental.msi file with the data???

I must not be using the correct protocol to restore the backup at home???

DavidWolf

I am trying to restore my data to my home computer, I have deleted and replaced the OpenDental folder in the MySql folder and also deleted and replaced the OpenDentalImages folder, when I run OD it knows that it should upgrade from the previous version to version 6.3.9 but when it tries to run the s...

DavidWolf

I just had an interesting mishap...my staff acccidently entered a patient's last name with a space in the first character space. When searching for the name it would not show in the list because the first character was wrong. Anyway, I initially thought that it was a bug because the patient was in t...

DavidWolf

I setup a special procedure code named "watch"
Check this post out for the details.

http://70.90.133.65/forum/viewtopic.php?f=1&t=826

DavidWolf

Are there any plans to make a Blackberry Compatible mobile version?

DavidWolf

I agree, I would love to be able to use the Autonotes in the large medical history text box.

DavidWolf

Ver 6.2.14.0
Just tried to Set a planned appointment as done from the chart module, planned appointment window.
OD removed all the planned appointments from the list.
Probably should be programmed to just set the highlighted appointment as done.

Thanks,
DW

DavidWolf

THANKS!

DavidWolf

I accidently created a second prophy recall for a patient. When I tried to delete it, OD won't let me because a previous date was set. OD recommends disabling, so...... OK I disabled it. Why does it still show in the list???? Why can it not delete be deleted??? Any insight would be appreciated. Thanks

DavidWolf

Does anyone know if anything is being developed to allow Patient's to login through the internet to check their Open Dental Account.....to see appointments, check account balances, update address and phone number information, update insurance information? I have discussed the possibility of developi...

DavidWolf

Is there a way to stop the claim connect webpage from opening prior to uploading the claims file to claim connect? The webpage seems to popup when we click the send claims button and we always have to close the window prior to actually sending the claims. It is very annoying. If anyone knows how to ...

DavidWolf

He could also just run the query

select * from procedurecode

from within the reports users query
and export the report to a text file or xcel file.

That report is part of the original favorites list titled Table - procedure codes.

DavidWolf

You have to setup a dummy provider which represents your practice to be used with all providers and place the second NPI number that is linked to your office location into that provider. I would have OD log on and walk you through it because there are a few other setup settings in the edit practie i...

DavidWolf

Goit. Thanks for the response.

Best regards,
Dave

DavidWolf

Just noticed that if an employee's security level does not allow "Security Admin" they are not allowed to check the audit trail for an appointment from the tools menu. However if that some employee opens the appointment and clicks the audit trail button they get access the audit trail. I am not sure...

DavidWolf

We do the post- card confirmation with the open dental confirmation module. We set the date range for the next week and then choose the hygiene provider and it produces the recall confirmation postcards. We also setup an appointment status called post card sent, this changes the appointment status i...

DavidWolf

I think of referrals as more of a clinical entity that should reside in the Chart Module, especially referrals from my practice to the specialist. I agree that a referral button right in the line with 'new rx' and 'lab case' would be nice. I have not yet upgraded to the beta version of 5.9.x where i...

DavidWolf

Where, do I vote I would like it to be sticky as well.

Along with all other things that can show in the patients chart which are not clinical, like comm notes.

DavidWolf

The New Patient report in Ver 5.8.2.0 has the patients numbered on the left side of the report.

DavidWolf

I have the regional setting to display MM:DD:YYYY at both the workstation and the server but it is still printing DD:MM:YYYY. Any other spot to correct the setting? Also the appointment labels are defaulting to the default printer instead of the label printer. If I set the default to prompt we can m...

DavidWolf

Ver 5.8.2.0

Is there a way to have the date on the appointment label in the formatt M:D:Y. Ours seem to be prnting out as D:M:Y

Thanks.

DavidWolf

I have a procedure code for remake in my office, so if I redo something I use that code. This would allow me to at least run a report for how many procedure I have remade in a certain amount of time. It would also be possible to apply the normal fee to the remake and then adjust the fee off with a s...

DavidWolf

Check this post for placing observe (watch) areas on graphic chart.

http://70.90.133.65/forum/viewtopic.php?f=1&t=826

DavidWolf

Our "work around" is to just write the appointment info by hand on the card and hand it to the patient. It's a bit old fashioned but it works, only a few mis-written cards in a year where the patient shows up for the appointment on the card and it is not the same as the actual appointment scheduled....

DavidWolf

I could see why you would not want to make a paper chart...but why worry about making a digital record?
Do that many new patient's schedule and not actually show to justify so much extra work and risk of confusion.

I must be missing something?

DavidWolf

For my practice being able to setup custom appointments with a locked amount of time is just about all I need. Having the time locked button default to locked would just make this easier. Once we are able to plan multiple appointments this will give us the ability to set all the appointments up for ...

DavidWolf

I have heard first hand that "The Appointment Label" is a high priority on the update list.

DavidWolf

Is there a way or a plan to make a family popup....

For example when we send an account to collections we make a popup "NO APPOINTMENTS ACCOUNT SENT TO COLLECTIONS" but we have been entering the popup for each family member.

Thanks.

DavidWolf

Is there a place to make the "time locked" check box the default?

DavidWolf

I think that you could also delete the claim and then open the procedures and delete the secondary insurance estimates which are attached to the procedures. I think this would also solve the problem of unsent claims and eliminate the work involved with entering a zero payment and a note to explain i...

DavidWolf

I am going to try allowing my employees to edit their own timecards and see how it works.
I just got burned by forgetting to pay them for the 4th of July.
If they could edit their own I can make them rersponsible for submitting their own vacation time.

I like that.....

Best regards.

DavidWolf

I don't why....my employees seem to like to view them.
Probably because they try to calculate their pay between the end of the pay period and the actual payday.

DavidWolf

Doesn't OD already do this? The recall module allows you to enter dates for when the patient was due and print the cards. I have my front desk due exactly what you mentioned. Every Wednesday they mail reminder cards for the upcoming recall appointments. At the end of every month they mail post cards...

DavidWolf

Regarding time cards, I have noticed that if you check do not allow user to edit own time card, they are not even allowed to review previous time periods.
Would it be possible to not allow user editing but allow user reviewing of the previous time periods.

DavidWolf

I do the same thing, I just checked mine and the numbers on the P/I report are exactly the way I entered them each month into excel. So that eliminates an OD bug. Are all the months different or can you narrow it down to one month? Somehow it sounds like the dates on some of your deposits got change...

DavidWolf

Right, we would not want to motivate irrational squeaks.

DavidWolf

You have to double click right on the small box that says referral...kinda tricky to figure out, but easy to do once you learn it.

DavidWolf

When you say that it happens 50% of the time....does it work once and then not work or does it sometimes not work at all?
It may have something to do with a Win XP user account not having proper security settings to write files to the server???

Just a stab in the dark....

DavidWolf

THANKS! The squeeky wheel gets the grease.

DavidWolf

We have both; a couple of insurances that we consign with and then most that we don't consign with.... But we accept assignmenmt of benefits from any insurance that will pay us directly....So all of our patient's just have to make their co-payments at the time of service. So I think that having the ...

DavidWolf

I am using Ver 5.6.33.0 I am trying to print out a treatment plan and have unchecked Insurance estimates but the PAT column with the estimated payment amount doesn't go away. Also is it be possible/ or would it be possible to have the Insurance estimates turned off as the default in the treatment pl...

DavidWolf

Wouldn't it be great if you could right click the appoiniment and print out an appointment label to stick on whatever you wanted.

The patient could even stick them on a calendar or their address book.

DavidWolf

I think that being able to email a portion of a referred patient's OD file that could be imported into another copy OD is an excellent idea!! Kind of like a exporting a Vcard from Outlook. Or even if it was opened in an OD file viewer, or minimally it could even be to a PDF. Probably something to co...

DavidWolf

I use the referrals tab in the family module. I have setup referrals named for each of my marketing efforts. The referral tab is tricky to iopen, you have to double click right on the "eferred from" box in the patient information section of the Family module. When a new patient arrives I am very str...

DavidWolf

The patient billing for batch billing is under the Manage Module.
To generate an individual patient statement or bill you can just use the "Statement" button at the top of the account module.

DavidWolf

Thanks. I will call it in tomorrow.

DavidWolf

I just noticed that if an insurance claim is received and the payment on the claim = $0.00 that the amount paid (0.00) by insurance doesn't show on the receieved claim in the account ledger. It states that it was received, I think that the amount paid = $0.00 should probably show to make it clearer ...

DavidWolf

Sounds great. How should I proceed to arrange this?

DavidWolf

I don't make up a specific date if the patient or I don't have a record of it.... Instead, I always pick January 1st of the estimated year. Then in the claim note I type "estimated date of prior placement". I feel like this is more truthful and it doesn't lock me into a signed insurance document wit...

DavidWolf

We are getting some phantom outstanding claims showing up on our reports? Is this a known bug?
If not I can call in with more specific information. Thanks.

DavidWolf

I usually run the reports on the screen for daily and monthly production whenever I am curious about the status of the day or month. I don't really keep a paper copy. I do try and run a monthly aging report as well as a month end production report. I transfer the data into a spreadsheet that I use t...

DavidWolf

I have noticed that in the treatment plan module there is a column for discount, is there a way to enter a manual discount or is it only related to PPO discounts?

Just also noticed that the plans over 10k printout correctly but they still do not display correctly in the treatment plan window.

DavidWolf

I can see the merit in all those arguments....even though that is what dental school was for... More importantly, I could see some liability in providing a list that is not accurate.... I am sure there are some major database issue with importing a list into a database that is not brand new, since t...

DavidWolf

OK, I really figured it out..... Place a procedure in the plan that would normally get billed out to insurance, use an all porcelain crown on tooth #7, then open the procedure and change it to a veneer (or a procedure that should not be billed to insurance). The new ("changed") procedure is not chec...

DavidWolf

Would there be a way for OD USER's to share their medication list data?
Mine is fine now, but for new users a head start would be a great benefit....

DavidWolf

Try this query: Active patients by date range. Just change the dates and place it in the USER Query window. This will show the patients who have had a procedure completed "active" during the date range. SET @pos=0; SELECT @pos:=@pos+1 as numberofpatients, patient.lname, patient.fname, patient.addres...

DavidWolf

I did get a bit closer to duplicating this.... Planned procedures which are not usually billed to insurance can be pretreated which over-rides the check box and places an estimate in the procedure. I still cannot figure out how the check box gets taken away, because even with the estimate in the pro...

DavidWolf

Your correct, I can't duplicate this .....and I have been trying to.... I have no idea how the do not bill insurance check box got unchecked in all of the procedures. The last time this happened it was only 1 of 9 veneers, so it would make sense that it was just an accidental change in the procedure...

DavidWolf

I have recently ccompleted some procedures which are checked do not usually bill to insurance in the procedure setup, for example porcelain veneers, it seems that these procedures are getting insurance estimates attached to them, which causes the estimated amount due in Red at the top of the patient...

DavidWolf

One feature that we use on the initial patient setup which is different for each family member (especially the adults) is the preferred contact number, but since this is mainly for pediatrics it probably would not be necessary in this window. This (the preferred contact number) is something that we ...

DavidWolf

I only credit my hygienist for the prophy everything else (the exam and radiographs) gets booked to my production. Open up a completed hygiene appointment and look at the provider for the individual procedures, if it doesn't have the hygienist as the provider for the procedures which are not showing...

DavidWolf

This is a guess, but perhaps the procedures which are not showing up as hygiene production are being credited/applied to a different provider's production when they get billed, for example the treating dentist.

DavidWolf

Any info on how to install the .DLL's would be appreciated. I downloaded the files but am not sure which folder to install, etc. Thanks in advance for the help. http://www.dosadi.com/eztwain1.htm download the free or the pro doesn't matter install that's it. the pro require registration key but you ...

DavidWolf

We are using 5.6.25. I have had the issue with procedures getting completed after the claim was made...but this seems to be different from that.....

I will keep an eye for it and see if I can get a better idea of when it happens.

Thanks for your responses.

DavidWolf

We have been having a minor problem with insurance claims with multiple procedures....it seems that occasionally a procedure inadvertantly does not get attached. For example we do a prophy, exam and bitewings make the claim and later notice that the exam did not get billed out with the other procedu...

DavidWolf

Another shortcut that would be nice: In most date fields I have noticed that one can use the + or - keys to change the date up or down ( similar to Quicken ) Would it be possible to allow the "t" key to change the date to today's date? ( also similar to Quicken ) Regarding the Tab Key in insurance p...

DavidWolf

I was with a large group practice for 9 years, prior to that I worked at three institutions, all with different computer systems and different practice management software. I left my group 1.5 years ago and essentially started over on a shoestring budget. I chose Open Dental mostly based on the fact...

DavidWolf

THANK YOU, THANK YOU, THANK YOU.....

Will this also stop the automatic changing of the provider blocks (x's) in the appointments as well?

DavidWolf

I don't know much about this subject, but isn't performance going to be an issue with this setup. Seems to me that using a terminal server setup which only has to transfer the screen dumps, mouse and keyboard data would be the way to go....instead of trying to pass all the data over the WAN??? I hav...

DavidWolf

I use the ponitc and abutment codes for the prep appointment, I then have a procedure code called prosthetic step. I use the prosthetic step code generically for follow-up appointments but place a note in the appointment as to what I am doing...I also have a bridge insert code which I use to documen...

DavidWolf

I am not in South Dakota, but you will be hard pressed to find an unhappy OD user in this forum. I have used OD for almost 2 years. I have been very happy. We use the digital chart, bridge to our digital radiograph software and electronically bill insurance will no problems. Not only is the program ...

DavidWolf

Does anyone know of a way to export the payroll data...right now I have to print it out and fax it to my payroll company.
I would prefer to export it to and excel, PDF or text file and email it to them.

Perhaps someone has a query that would be able to do this?

Thanks for any help.
DW

DavidWolf

I would like to request the ability use Auto Notes in the large medical history text box.
Thanks.

DavidWolf

We usually just make a Commlog entry.

DavidWolf

Good question,

I would also like my assistants to be able to make new deposit slips but not have access to the older ones.
Would be nice if you could setup security for deposit slips similar to editing procedures and payments. eg Only able to see deposits from this week or the past few days.

DavidWolf

I setup a procedure code named 'ZWatch' I set it up just like a filling requiring a surface. I chose the color overide and picked pink. I added the procedure to my quick link buttons for fillings. When I want to 'watch' a tooth I Just choose "Watch" instead of composite or amalgam. If the lesion pro...

DavidWolf

I think that the only one that Open Dental is programmed to use is the Sig Lite.
I have Model T-S460 USB. It works great.

DavidWolf

If I am understanding what you want to do..... In the User Query window there is a button to "add to favorites". When you add the query to favorites it asks you for a name and saves the query in the favorites list. The next time you want to run the query, open the User Query tab and select the favor...

DavidWolf

I think that the bug has to do with entering treatment for an anterior tooth and posterior tooth at the same time. The program handles them differently. I don't know how easy that it is to fix. But I do know that if you are careful not to try and do multiple entries which include both anterior and p...

DavidWolf

I like the new statements as well!

DavidWolf

Would be great if it was also linked to the procedures which have the referral status. Possibly could link tmultiple procedures to the referral the same way we can link multiple procedure which to an appointment. For example some teeth are treatment planned for extraction with the status referred. Y...

DavidWolf

Ver 5.6.14 Has anyone else noticed that in the procedure info window if the surfaces box is yellowed because the info is missing that when you click on the buttons or type in a surface the box stays yellow and you cannot close the window without seeing an error message. In order to get the box to ch...

DavidWolf

On the top right of the appointment module there is a notepad icon. Click on it and you will see the recall list.
You can group by family as one of the options.

You can setup/change the print layout under setup menu /recall .

DavidWolf

I use drugs.com as well, however, it does take awhile to build your medication list.... Is there a way for Open Dental users to export their list and share it with another user? Are there any plans to be able to search the list....my list is getting pretty long at some point it would be nice to be a...

DavidWolf

I would like to be able to print out a label to afix to an appointment card which has the patient's name appointment date and time and length of the appointment.

Thanks.

DavidWolf

While you are working on the labels.....

Any chance of adding the feature when right clicking on an appointment to print patient's appointment info on a label?

Thanks,
DW

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