Search found 38 matches

by Tracey
Mon Jan 10, 2011 10:30 am
Forum: Main Forum
Topic: Report of Insurance Plans by Benefit month/year
Replies: 10
Views: 12989

Re: Report of Insurance Plans by Benefit month/year

On the 7.5 version where would we find the report for insurance claims sent per month? Will this show total billed and total paid?
by Tracey
Thu Dec 30, 2010 6:53 am
Forum: Main Forum
Topic: Report of Insurance Plans by Benefit month/year
Replies: 10
Views: 12989

Re: Report of Insurance Plans by Benefit month/year

Has this report become availble yet? :idea: We would like to know how many claims and their totals sent per month. Not just whats outstanding. Thanks and Happy New Year!
by Tracey
Wed Oct 20, 2010 7:08 am
Forum: Main Forum
Topic: Report of Insurance Plans by Benefit month/year
Replies: 10
Views: 12989

Re: Report of Insurance Plans by Benefit month/year

I would like to know how I can break down the insurance claims sent per month with their totals. Is there a report for that?
by Tracey
Wed Aug 04, 2010 2:24 pm
Forum: Main Forum
Topic: Set the frequency for regular cleaning and perio maintenance
Replies: 9
Views: 11627

Re: Set the frequency for regular cleaning and perio maintenance

thank you - I don't think I have ever done that before. I will go there now and check. Thanks Dr Sparks
by Tracey
Wed Aug 04, 2010 1:11 pm
Forum: Main Forum
Topic: Set the frequency for regular cleaning and perio maintenance
Replies: 9
Views: 11627

Re: Set the frequency for regular cleaning and perio maintenance

I am wondering if it is at all possible to add something to the program. In the insurance plan, information box - there is a section for frequencies for x-rays, exams, and panorex. It would be of great help if a section for cleanings could be added. This would be very helpful as some insurance carri...
by Tracey
Wed Jul 21, 2010 8:10 am
Forum: Main Forum
Topic: Insurance estimates and statements
Replies: 6
Views: 8216

Re: Insurance estimates and statements

OMG thanks so much, guess I should read things a little closer. Thank you
by Tracey
Tue Jul 20, 2010 8:35 am
Forum: Advanced Topics
Topic: In Case of Emergency
Replies: 2
Views: 6309

Re: In Case of Emergency

Awesome - Wish I would have thought about that all on my own. Thank you Dr Sparks :roll:
by Tracey
Tue Jul 20, 2010 8:30 am
Forum: Main Forum
Topic: Insurance estimates and statements
Replies: 6
Views: 8216

Re: Insurance estimates and statements

No not on the statment - but on the reports. The total outstanding comes up on the report as money outstanding and its not work charged out yet. So either two seperate reports would work or a split typr of report - actual claims outstanding and pre-estimates outstanding
by Tracey
Sat Jul 17, 2010 8:33 am
Forum: Main Forum
Topic: Insurance estimates and statements
Replies: 6
Views: 8216

Re: Insurance estimates and statements

it would also be a lot better IF the estimats {pre-determinations} and the actual claims outstanding are listed individually. Any way this can happen?
by Tracey
Sat Jul 17, 2010 8:31 am
Forum: Advanced Topics
Topic: In Case of Emergency
Replies: 2
Views: 6309

In Case of Emergency

We ask patients for a phone number of who to call in case of emergencies. An ICE# like on most cell phones these days. I think this should be in the patients information but you have no place to list it. Can this easiely be added to the program? At this time I have been placing the # in the patients...
by Tracey
Fri Aug 14, 2009 12:02 am
Forum: Main Forum
Topic: Charting Conditions
Replies: 11
Views: 15693

Re: Charting Conditions

Dr Sparks - Quick note - Once a patient has their charting done and a periodontal chart is established - how do we go about having a newly extracted tooth come up on the patients next periodontal charting. As of right now we can't seem to de-bug this problem. Is there a way yo do that? Thanks Tracey...
by Tracey
Sun Jul 19, 2009 6:49 pm
Forum: Main Forum
Topic: Multiple treatment plans
Replies: 5
Views: 7872

Re: Multiple treatment plans

We usually just scan all possible tx plans and put them under a title called pending tx plans. I usually have the pt choose which way they are leaning and pre-cert that tx plan only
by Tracey
Tue May 19, 2009 12:24 pm
Forum: Main Forum
Topic: Payment Plans
Replies: 8
Views: 12752

Re: Payment Plans

The problem I see with the new payment plans are: You must set the guarantor on the payment plan to the patient so that the payments are attached to the correct pt balance. I do agree however that the statements are confusing because they show a zero balance on the account except under the actual pa...
by Tracey
Tue May 19, 2009 7:50 am
Forum: Main Forum
Topic: Emergency patient
Replies: 6
Views: 8495

Re: Emergency {contact}

Is there any place we are supposed to be placing the patients emergency contact information. It would be great to see it under the pts information highlighted in red. I have been putting them in adress and phone notes Thanks Tracey :wink:
by Tracey
Sat May 16, 2009 6:17 am
Forum: Main Forum
Topic: Payment Plans
Replies: 8
Views: 12752

Re: Payment Plans

the newest version 6.5 looks like its going to be great for these payment plans. However, the Balance column should maybe say: Balance due on payment plan and then show the reversal of the numbers in that column. What do you think?
by Tracey
Wed Mar 11, 2009 11:39 am
Forum: Main Forum
Topic: Letter Merge
Replies: 2
Views: 4606

Re: Letter Merge

Thanks Dr Sparks - I will look into this with Sharon who is running the reports and letters in our office. Will followup with you all via - online support help.
by Tracey
Fri Mar 06, 2009 9:09 am
Forum: Main Forum
Topic: Letter Merge
Replies: 2
Views: 4606

Letter Merge

Since we updated to 6.3.70 we are having trouble with the merging of letters. They come up when we ask to view them with each indvidual receiveing a letter. :o However, when we go to print them ONLY one letter is produced, and we need to go in and highlight each letter and print them one at a time. ...
by Tracey
Tue Dec 30, 2008 5:54 am
Forum: Main Forum
Topic: recall recare reminders
Replies: 6
Views: 10263

Re: recall recare reminders

Are we getting close on the votes for the Email - confirmation area?
by Tracey
Tue Dec 23, 2008 7:35 am
Forum: Main Forum
Topic: Ortho INS Used
Replies: 1
Views: 4218

Ortho INS Used

It would be a GREAT help if there was a way to track ortho ins used, lifetime or yearly just like other insurance treatment rendered, but under its own column. Is there a way to do this already? Merry Christmas, Happy Chanuka, and a Happy Healthy New Year to all. :o
by Tracey
Fri Nov 21, 2008 12:26 pm
Forum: Main Forum
Topic: deseased insured
Replies: 1
Views: 3432

deseased insured

With a heavy heart I have a question.. :oops: One of our patients passed away suddenly and he was the insured for the family. I need to keep him as the insured for now but how do I change the head-of-household to his widow so that the statements don't show up there withhis name on them and upset his...
by Tracey
Fri Nov 14, 2008 3:35 am
Forum: Main Forum
Topic: Query for End of Year Insurance Benefits
Replies: 10
Views: 13182

Re: Query for End of Year Insurance Benefits

thanks dr sparks
by Tracey
Wed Nov 12, 2008 4:25 pm
Forum: Main Forum
Topic: Query for End of Year Insurance Benefits
Replies: 10
Views: 13182

Re: Query for End of Year Insurance Benefits

Dr Sparks; What about patients with benefits remaining. We've come across patients that have used there funds else where {example, at the oral surgeon or periodontist} so the balance remaining is not true to the amount patient has left. So if we do find out what is left for the year why can't that a...
by Tracey
Tue Nov 04, 2008 3:25 am
Forum: Main Forum
Topic: Insurance on Treatment Plans
Replies: 3
Views: 6153

Re: Insurance on Treatment Plans

thanks Nathan.
by Tracey
Mon Nov 03, 2008 7:00 am
Forum: Main Forum
Topic: 6.1.5.0 Hygiene provider not getting set
Replies: 15
Views: 20019

Re: 6.1.5.0 Hygiene provider not getting set

Also Dr Sparks how do we go ahead in setting up other types of recalls to show up in the patients field? We would like to possibly use it to check on ZOOM whitenings a year after. Thanks Tracey
by Tracey
Tue Oct 21, 2008 10:40 am
Forum: Main Forum
Topic: Insurance on Treatment Plans
Replies: 3
Views: 6153

Insurance on Treatment Plans

On our proposed tx plan - why does the insurance percentage NOT show for extractions being done. The pt has 70% coverage for oral surgery - His insurance is set up - yet it states the ins will pay a big ZERO. I would like to be able to use these wonderful proposals instead of hand writting them. Can...
by Tracey
Wed Oct 15, 2008 11:18 am
Forum: Main Forum
Topic: Calander yr VS School year
Replies: 2
Views: 5448

Re: Calander yr VS School year

thanks Dr Sparks for getting back to me. :P Iam glad it will not effect what I am telling the patients. :D
by Tracey
Tue Oct 14, 2008 7:47 am
Forum: Main Forum
Topic: Calander yr VS School year
Replies: 2
Views: 5448

Calander yr VS School year

Calander year vs. School year. There are two boxes in the insurance portion of the patients records. When you go to edit the patients coverage there are two places to check if its a calander year plan. However, the second box at the bottom CAN'T be unchecked, why is this? I want to be able to tell a...
by Tracey
Fri Sep 12, 2008 6:52 am
Forum: Main Forum
Topic: Production Reports
Replies: 1
Views: 3917

Production Reports

Secondary provider not on ins form - however she works on commission. When sending claim forms we submit with the primary providers info. Then when the claim comes in we were able to change the provider to the secondary dentist or the hygienist. Giving us a correct report However - in reviewing the...
by Tracey
Wed Jul 16, 2008 7:35 am
Forum: Main Forum
Topic: secondary insurance payments
Replies: 4
Views: 7817

Re: secondary insurance payments

Thanks so much - I really appreciate you input It will def def work - :P
by Tracey
Tue Jul 15, 2008 6:35 am
Forum: Main Forum
Topic: secondary insurance payments
Replies: 4
Views: 7817

secondary insurance payments

PROBLEM:If the priamry insurance pays the claim in full, I usually just delete the secondary claim - but then the notes next to the procedures come up {UNSENT}. :!:
QUESTION: What am I doing wrong - or is this how it has to be :?:
Thanks Tracey. :roll:
by Tracey
Wed Apr 09, 2008 2:21 pm
Forum: Main Forum
Topic: Patient Mailing list {labels}
Replies: 0
Views: 4356

Patient Mailing list {labels}

We would like to do a mass mailing for all patients. Is there a way to print either the insured or head of house hold only so that ALL pts don't get a label printed and waste labels :roll:
by Tracey
Fri Apr 04, 2008 8:52 am
Forum: Main Forum
Topic: Break Control Button
Replies: 11
Views: 16149

Re: Break Control Button

Thanks DRTECH - i will use give it a try. :D
by Tracey
Thu Apr 03, 2008 4:55 am
Forum: Main Forum
Topic: Recall Lists
Replies: 2
Views: 5535

Re: Recall Lists

Thanks so much I will give it a try.
by Tracey
Wed Apr 02, 2008 8:34 am
Forum: Main Forum
Topic: Recall Lists
Replies: 2
Views: 5535

Recall Lists

Can you please tell us where the recall listis printed from. Also can it be done in alphabetical order or in family groups.
by Tracey
Tue Apr 01, 2008 8:29 am
Forum: Main Forum
Topic: Break Control Button
Replies: 11
Views: 16149

Break Control Button

I was trying to add a break in the doctors schedule today on the right side of the program at the Blue Box that highlighs as break - but when I clicked onto it it brought me to a patients account to edit a payment - can you tell me what I am doing wrong :roll:
by Tracey
Mon Mar 31, 2008 7:22 am
Forum: Main Forum
Topic: Medications into patients' charts
Replies: 5
Views: 9526

Re: Medications into patients' charts

Thank you...we'll give it a try
by Tracey
Thu Mar 27, 2008 6:27 am
Forum: Main Forum
Topic: Medications into patients' charts
Replies: 5
Views: 9526

Medications into patients' charts

We have a questions. Is there a pre-arrange default for the medications patients can be on. Its hard to put medications in when we don't know if it is a generic or an actual medication. Since the generics is on the default we have to go to the internet to find most of them and it is very time consum...
by Tracey
Tue Mar 18, 2008 10:51 am
Forum: Main Forum
Topic: claim forms
Replies: 2
Views: 5811

Re: claim forms

The insurance forms this program produce are great - I have just one suggestion. {Unless of course it can be done already & I am missing something} When you do say crowns or RCT and you are in the procdure info setting. You can put tooth #, amount, Dr. & Diagnosis etc. However I don't see where the ...