Hi all,
I need a few reports to help my OM.
Trying to find out why collections are low for my associate, and pull a report of the patients she has seen, if insurance has paid and how much, and if patient has paid and how much.
Know of any good reports that will narrow this down for us?
Thanks
Search found 129 matches
- Tue Oct 11, 2022 12:57 pm
- Forum: Main Forum
- Topic: Associate production and collections
- Replies: 1
- Views: 3391
- Mon Sep 05, 2022 5:58 pm
- Forum: Main Forum
- Topic: few query questions
- Replies: 2
- Views: 3900
few query questions
Hi all,
Few query questions:
Best report to find out the number of patients seen in a date range. I don't want unique patients, I want total # of appointments. I am looking for past appointments.
Also, any way to find a query for appointments in the future with similar info.
Few query questions:
Best report to find out the number of patients seen in a date range. I don't want unique patients, I want total # of appointments. I am looking for past appointments.
Also, any way to find a query for appointments in the future with similar info.
- Mon Jul 18, 2022 6:21 am
- Forum: Main Forum
- Topic: Adding xrays to referral letters
- Replies: 7
- Views: 10889
Re: Adding xrays to referral letters
I've always thought the referral methodology was silly. If I'm going to email a referral, why attach it? Why not just have the email serve as the referral? In the email tab I create a template for each referral. It merges relevant patient information. I write the referral note in a procedure note w...
- Mon Jul 18, 2022 6:10 am
- Forum: Main Forum
- Topic: PBN or Dental Intel
- Replies: 1
- Views: 3328
Re: PBN or Dental Intel
Check out the Facebook groups for this, lots of info. Personally, I found Dental Intel very expensive, I used PBN awhile ago and went back to them recently. I like it so far.
- Thu May 12, 2022 8:08 am
- Forum: Main Forum
- Topic: Procedures inthe future
- Replies: 0
- Views: 4745
Procedures inthe future
Looking for the query to see a specific code or code scheduled in the future
- Thu May 12, 2022 8:00 am
- Forum: Main Forum
- Topic: how to reconcile payments and outstanding
- Replies: 4
- Views: 9769
Re: how to reconcile payments and outstanding
I just ran it, it does not give totals, but can be exported to Spreadsheet to get totals.
- Thu May 12, 2022 7:44 am
- Forum: Main Forum
- Topic: Collections Waterfall Report
- Replies: 1
- Views: 3168
Re: Collections Waterfall Report
Following
- Tue Apr 26, 2022 6:50 am
- Forum: Main Forum
- Topic: Adding xrays to referral letters
- Replies: 7
- Views: 10889
Re: Adding xrays to referral letters
Have not found a work around yet, hoping to find a solution soon.
I'll check back periodically to make sure this shows up in search results so more people request this feature.....
I'll check back periodically to make sure this shows up in search results so more people request this feature.....

- Tue Dec 28, 2021 10:47 am
- Forum: Main Forum
- Topic: query for codes assigned to providers
- Replies: 1
- Views: 3537
query for codes assigned to providers
HI, Looking to see if there is query to find out which codes have been assigned to a provider. For example, all my Oral surgery codes were assigned to the surgeon, but I have set up things now to work better so codes should change when dropped into the providers operatory under Standard fee schedule...
- Mon Dec 13, 2021 8:05 am
- Forum: Main Forum
- Topic: Adding xrays to referral letters
- Replies: 7
- Views: 10889
Adding xrays to referral letters
Hi all,
Is there a way to add an xray from third party software (XDR) into a letter merge in Open Dental?
Haven't found an elegant way to write referral letters inside OD, then having to go to XDR to separately attach xrays to an email.
Thanks
Is there a way to add an xray from third party software (XDR) into a letter merge in Open Dental?
Haven't found an elegant way to write referral letters inside OD, then having to go to XDR to separately attach xrays to an email.
Thanks
- Wed Jul 21, 2021 8:39 am
- Forum: Main Forum
- Topic: Membership plan discounts for 2 different Drs with different fees
- Replies: 3
- Views: 7380
Re: Membership plan discounts for 2 different Drs with different fees
Thanks msmfd, I have set the discount plan fee schedule this way already. I am running into issues for codes that the specialist and I both use, like extractions; will have to tell Admin team to watch for those. I've over-ridden the other codes as only the specialist uses them, so in the discount fe...
- Mon Jul 19, 2021 8:54 am
- Forum: Main Forum
- Topic: Membership plan discounts for 2 different Drs with different fees
- Replies: 3
- Views: 7380
Membership plan discounts for 2 different Drs with different fees
I have a specialist in the office with different fees than me. I set up the Membership plant to show 20% off my standard fees in fee set up module. Is there a way to have the Membership fees just take 20% whatever fee is associated with the procedure? If not, any suggestions for correctly showing th...
- Tue May 25, 2021 7:52 am
- Forum: Main Forum
- Topic: Lab slip Due date and time question
- Replies: 2
- Views: 7233
Lab slip Due date and time question
When using the Output text for 'labcase. DateTimeDUe, "
it always chooses 5pm
Anyway to adjust that?
it always chooses 5pm
Anyway to adjust that?
- Mon Feb 01, 2021 1:37 pm
- Forum: Main Forum
- Topic: Plug-ins Forum Topics
- Replies: 8
- Views: 31574
Re: Plug-ins Forum Topics
I have two program links/bridges enabled in OD and not sure what they are for, if anyting. Callfire, and PluginConvergedComm The button for PluginConvergedComm is on my toolbar, and staff is asking what it is for. Press the button and nothing happens. Could be I used prev. external programs that nee...
- Thu Jan 07, 2021 12:28 pm
- Forum: Main Forum
- Topic: Radiographs and Intraoral Cameras
- Replies: 56
- Views: 353889
Re: Radiographs and Intraoral Cameras
Will adding Xrays and extra oral and intral oral photos 'bog down' Open dental?
Any disadvantages to capturing and storing images in OD?
Any disadvantages to capturing and storing images in OD?
- Sun May 31, 2020 12:25 pm
- Forum: Main Forum
- Topic: Account due in Appt. view
- Replies: 2
- Views: 5320
Account due in Appt. view
IS there an option to have a symbol for overdue accounts or to show how much a patient owes in the appointment view? For example. not what they owe for that appointment, but what is in their account ledger? quick way for even non admin team to see that patient has overdue $$ before starting procedur...
- Mon Apr 13, 2020 1:06 pm
- Forum: Main Forum
- Topic: User query help
- Replies: 8
- Views: 14287
Re: User query help
Thanks Tom, that is it, I ran the report and took it with me without reading it and realized it was single gender...started to work on the report and realized it.
One more request, can it only include only active patients?
Cheers!
One more request, can it only include only active patients?
Cheers!
- Fri Apr 10, 2020 2:10 pm
- Forum: Main Forum
- Topic: User query help
- Replies: 8
- Views: 14287
Re: User query help
Thank you! I'l try it
- Thu Apr 09, 2020 12:56 pm
- Forum: Main Forum
- Topic: User query help
- Replies: 8
- Views: 14287
Re: User query help
I have this, but only shows the name, I want to add the phone number so I can call them instead of looking up each one. Thanks /*175 Patients of specifed age range and gender*/ SET @Young='1', @Old='100'; #Change age range here. SET @Gender='1'; #Change gender here. 0-Male, 1-Female, 2-Unknown SET @...
- Mon Apr 06, 2020 11:59 am
- Forum: Main Forum
- Topic: User query help
- Replies: 8
- Views: 14287
User query help
I found the query to find patients of a certain age range, but I want to include their home and cell phone numbers. Not sure where or how to add that to the code to get the information.
Thanks
Thanks
- Mon Nov 04, 2019 7:17 am
- Forum: Main Forum
- Topic: Using a Canon Camera straight into Open Dental Plugin
- Replies: 12
- Views: 31881
Re: Using a Canon Camera straight into Open Dental Plugin
Question, will all these images make OD very bogged down when accessing or updating or backing up?
I would love to be able to have them in OD for patients and providers to have easy access.
I would love to be able to have them in OD for patients and providers to have easy access.
- Thu Oct 17, 2019 9:54 am
- Forum: Main Forum
- Topic: Patient Self Check-in
- Replies: 5
- Views: 13339
Re: Patient Self Check-in
Does Eclipboard have ability for patients to sign consent forms?
- Wed Aug 15, 2018 6:41 am
- Forum: Main Forum
- Topic: reports help
- Replies: 3
- Views: 7645
Re: reports help
Thanks, kinda helps, but it only came up with a handful of patients.....Hard to figure if that is accurate....I can't imagien over the last 30 years that only a handful are not 'active'..... How about a query that shows all patients with last date...then I can sort in excell by last visit date.....O...
- Wed Aug 01, 2018 9:51 am
- Forum: Main Forum
- Topic: reports help
- Replies: 3
- Views: 7645
reports help
I am looking for report to help with archiving project. Need to shred old paper charts, but want to pull a list to help make things easier. Need to find patients who have not been seen in the last 7 years or more; helpful to be able to pull list of archived, inacive, and active patietns as some may ...
- Mon Apr 16, 2018 9:54 am
- Forum: Main Forum
- Topic: Time card reports specifics
- Replies: 9
- Views: 19965
Re: Time card reports specifics
Chris,
Can I type in the employee name if I want just a specific person?
Can I type in the employee name if I want just a specific person?
- Wed Aug 30, 2017 2:49 pm
- Forum: Main Forum
- Topic: New provider taking over
- Replies: 1
- Views: 5502
New provider taking over
IS there a way to change the 'color' of all ready scheduled appointments from the old provider to the new one?
One hygenist left and another one is taking her place. How can we update those appointments to reflect this (new hygiene provider, and in the appointment module)
One hygenist left and another one is taking her place. How can we update those appointments to reflect this (new hygiene provider, and in the appointment module)
- Wed Aug 30, 2017 2:44 pm
- Forum: Main Forum
- Topic: Discount Plan set up
- Replies: 7
- Views: 17043
Re: Discount Plan set up
So when you have an in office 'membership plan', that is the "Discount plan', where it can be set up like insurance for purposes of giving the patients a discount. So, like regular insurance, it would be nice to have a section where you could add their 'start date' so we can see when they have to re...
- Wed Aug 16, 2017 12:19 pm
- Forum: Main Forum
- Topic: Discount Plan set up
- Replies: 7
- Views: 17043
Discount Plan set up
HI All, I am on the 17 version of OD. I have set up a few patients with Discount plan module, and the information to set up for my patients with the plan. IS there a way to have the plan show benefit period? Since it is based on when the patient buys it, would be a nice way to track it. Also, how to...
- Tue Jun 06, 2017 2:54 pm
- Forum: Main Forum
- Topic: making new appointments set confirm to 'arrive
- Replies: 1
- Views: 6475
making new appointments set confirm to 'arrive
New thing we noticed: when I make a new appointment, it sets the confirmation as 'arrived'. Not sure what happened or how to get it back to unconfirmed (empty bubble).
Thanks
Thanks
- Mon Jun 05, 2017 1:57 pm
- Forum: Main Forum
- Topic: Alerts on patients when scheduling
- Replies: 1
- Views: 5696
Alerts on patients when scheduling
Anybody have any idea on how to alert staff to certain restricitons, like waiting periods. we have pop ups, but that only opens when you click the patient. THe problem is, what if the patient has complete their visit, and making the next visit from the op, I wouldn't necessarily see the pop because ...
- Wed Mar 15, 2017 11:46 am
- Forum: Main Forum
- Topic: INtermigle family members on E-statements standard now?
- Replies: 4
- Views: 9224
Re: INtermigle family members on E-statements standard now?
So, she would choose electronic statements, then ok , then click back into it and there was the option to uncheck intermigle, then print to our e-statment provider. Now that option is gone. She was definitely able to do it in the previous versions.
- Mon Mar 13, 2017 1:41 pm
- Forum: Main Forum
- Topic: my Delta write off for Pro does not pick up on claims
- Replies: 1
- Views: 4686
my Delta write off for Pro does not pick up on claims
This is the only one that doens't pick up the write offs when I make a new claim, DD write offs show up on claims for other procedures, we have no idea why this happened. Any help?
- Mon Mar 13, 2017 1:40 pm
- Forum: Main Forum
- Topic: INtermigle family members on E-statements standard now?
- Replies: 4
- Views: 9224
INtermigle family members on E-statements standard now?
My FD is complaining, SInce I updated to the latest OD, she cannot send electronic statements without intermingling family members. Why is this necessary now? Was a lot easier for patients to read statements when it was patients specific. Makes me think to get rid of e statements for this reason.......
- Wed Mar 01, 2017 3:06 pm
- Forum: Main Forum
- Topic: wireless microphones to use for perio charting
- Replies: 2
- Views: 6692
wireless microphones to use for perio charting
HI all, what microphones can I use to use the new perio voice charting. THanks
- Mon Jan 30, 2017 7:55 am
- Forum: Main Forum
- Topic: how to reconcile payments and outstanding
- Replies: 4
- Views: 9769
how to reconcile payments and outstanding
NOt sure if the subject is worded right:
I have an associate. Trying to find a report that would pull any procedures he has done but has not been paid yet (insurance or patient paymemts), trying to go back a few years and reconcile things.Thanks
I have an associate. Trying to find a report that would pull any procedures he has done but has not been paid yet (insurance or patient paymemts), trying to go back a few years and reconcile things.Thanks
- Tue Jan 17, 2017 8:26 am
- Forum: Main Forum
- Topic: find appointments assigned to a operatory
- Replies: 3
- Views: 8494
- Tue Jan 17, 2017 7:11 am
- Forum: Main Forum
- Topic: find appointments assigned to a operatory
- Replies: 3
- Views: 8494
find appointments assigned to a operatory
Tryign to hid an unused operatroy, but OD tells me there are appointments in the future tied to that op. HOw do I find out where they are?
Thanks
Thanks
- Mon Jan 16, 2017 1:30 pm
- Forum: Main Forum
- Topic: Perio Chart Voice Plugin
- Replies: 46
- Views: 176265
Re: Perio Chart Voice Plugin
do i have to install this on the server and all workstations?
- Thu Jan 12, 2017 8:50 am
- Forum: Main Forum
- Topic: OD, Win10 and PDF
- Replies: 3
- Views: 10047
OD, Win10 and PDF
When i am in referral mode and create a referral slip, and 'create PDF" OD opens my Adobe Reader, but where does it save this file? I need to email this but can't find it, and Adober Reader doesn't give me an option to save somewhere else
HELP
HELP
- Tue Jan 10, 2017 9:48 am
- Forum: Main Forum
- Topic: Payment on Production reports?
- Replies: 1
- Views: 5322
Payment on Production reports?
DOn't know if I am just not looking at the right spot. IF i want to pay an associate on collections, but I need to see which production the payments are against (ie isnurance checks in 2017 for procs done in 2016), or patient payments for procs done in the past, etc. Other than a straight P&I report...
- Fri Oct 21, 2016 7:35 am
- Forum: Main Forum
- Topic: Just thinking of features OD should adopt.....
- Replies: 1
- Views: 6219
Just thinking of features OD should adopt.....
I started with OD in 2011...we completely left the old paper charts behind. For about 6 months we pulled charts as needed, then moved them all to storage in our office....we never looked back..BUT, as i see technology progress and ways to speed up processes, I wonder if OD can add some features. For...
- Mon Sep 26, 2016 7:50 am
- Forum: Main Forum
- Topic: help with query
- Replies: 7
- Views: 16423
Re: help with query
Can someone post what query this topic is using?
Thanks
Thanks
- Wed Sep 21, 2016 1:09 pm
- Forum: Main Forum
- Topic: Need help to add email to a query
- Replies: 2
- Views: 7003
Need help to add email to a query
What do I do to get a pull of email for the patients that show up on this query? I want to send an email blast..... Many of these types of queries dont' have the pull of email ID /*356 List of Patients that have not been in since a specific date that have insurance benefits remaining. Includes Insur...
- Mon Sep 05, 2016 11:11 am
- Forum: Main Forum
- Topic: Time card reports specifics
- Replies: 9
- Views: 19965
Time card reports specifics
Hi All, Is there a way to print a report for an employees time card for the year for each pay period? Or do I have to choose it from each pay period separately? Just thought there may be a way to run a report of such. I want to be able to quickly look at the report and see the number of hours worked...
- Mon Jul 25, 2016 9:30 am
- Forum: Main Forum
- Topic: three digits after decimal point?
- Replies: 2
- Views: 7814
Re: three digits after decimal point?
Thank you!
- Mon Jul 25, 2016 6:19 am
- Forum: Main Forum
- Topic: three digits after decimal point?
- Replies: 2
- Views: 7814
three digits after decimal point?
HI All, I have vers.15.3.45, on windows 10 pro. It has 3 digits after the decimal point...the other OD on other workstations don't Is this a Windows setting or and OD setting? Reason I ask is I check time cards which go out 3 digits, but on the employees stations, it only shows 2 digits after the de...
- Mon Apr 11, 2016 1:01 pm
- Forum: Main Forum
- Topic: IT Guy HIPAA Compliance Checklist
- Replies: 3
- Views: 13436
Re: IT Guy HIPAA Compliance Checklist
Quick question. Regular email does not have to beHIPAA compliant, just ePHI stuff correct?
DO i have to have my email host sign a BAA ? I use a separate service for ePHI stuff to patients and referrals.
DO i have to have my email host sign a BAA ? I use a separate service for ePHI stuff to patients and referrals.
- Mon Apr 11, 2016 12:55 pm
- Forum: Main Forum
- Topic: What should I install? Windows 7, 10 or Windows Server 2012
- Replies: 11
- Views: 28993
Re: What should I install? Windows 7, 10 or Windows Server
AHH, I hate the HIPAA talk....just had another IT company run me through a scenario for us. He suggests Win7,and feels going with server2012 is overkill for a small office. BUT the 'HIPAA" police would say that since I can't log user activity etc. Again what are the chances of HIPAA police coming? B...
- Sat Apr 02, 2016 6:01 pm
- Forum: Main Forum
- Topic: server died, back up works,next step
- Replies: 1
- Views: 5611
server died, back up works,next step
My server died, and I had my data on an external hard drive. I had OD support help me get it up on a workstation, along with making the other computers point to it. Should I just back up the OD data to this hard drive until my new server is ready? Then put the data on there? IS that the best way to ...
- Sat Apr 02, 2016 5:50 pm
- Forum: Main Forum
- Topic: What should I install? Windows 7, 10 or Windows Server 2012
- Replies: 11
- Views: 28993
Re: What should I install? Windows 7, 10 or Windows Server
So to be HIPAA complaint I have to run server software?
- Wed Dec 10, 2014 9:08 am
- Forum: Main Forum
- Topic: Bug Report/buggy behavior - pay periods ended
- Replies: 9
- Views: 22864
Re: Bug Report/buggy behavior - pay periods ended
Would the following fix in FormTimeCardSetup.cs work or is there something else to modify? private void butAdd_Click(object sender, System.EventArgs e) { PayPeriod payPeriodCur=new PayPeriod(); if(PayPeriods.List.Length==0){ payPeriodCur.DateStart=DateTime.Today; } else{ payPeriodCur.DateStart=PayP...
- Wed Dec 10, 2014 9:05 am
- Forum: Main Forum
- Topic: Bill insurance on crown seat date
- Replies: 11
- Views: 36455
Re: Bill insurance on crown seat date
I have one person in charge of claims, so 99% of the time, she knows to send on seat on date, unless I have a few insurances that allow on prep date (but less and less often).
When it is procedure and protocol, things don't get messed up....
When it is procedure and protocol, things don't get messed up....
- Fri Jun 06, 2014 12:48 pm
- Forum: Main Forum
- Topic: Bill insurance on crown seat date
- Replies: 11
- Views: 36455
Re: Bill insurance on crown seat date
I enter the procs code on prep date, make a claim (but don't send it) so I know what to bill patient and what is remaining. ON seat date, i enter seat crown code (internal code), and write a narrative on claim of seat date, which goes out with the X-ray showing the seated crown. KISS
- Fri Feb 07, 2014 9:05 am
- Forum: Main Forum
- Topic: When ins. pays via credit card instead of check
- Replies: 9
- Views: 16575
Re: When ins. pays via credit card instead of check
sounds great, but does this leave you open to insurance companies going back into your account for 'overpaid' claims? I am all for Direct deposit, but I hate to think that they can do the reverse...
- Fri Feb 07, 2014 9:00 am
- Forum: Main Forum
- Topic: HIPAA Compliant Email
- Replies: 50
- Views: 197876
Re: HIPAA Compliant Email
Hoping for some help: Does this mean I can hold off pulling the trigger on signing up for another service? I am hoping I can email referral slips and xrays as encrypted right from OD....does this work even if I don't have the EHR package?
- Mon Dec 09, 2013 9:34 am
- Forum: Main Forum
- Topic: Is this computer a good choice?
- Replies: 8
- Views: 13745
Re: Is this computer a good choice?
What are paying for these computers?
- Mon Dec 09, 2013 9:12 am
- Forum: Main Forum
- Topic: back up
- Replies: 13
- Views: 21944
Re: back up
I used to do many of these....then I contacted a company (well known) that set me up with a back up of my server and offsite back up. I don't have to rotate drives, take anything home, worry about taking encrypted data with me anywhere, etc. If something goes down, I have a fireproof onsite back up ...
- Thu Oct 31, 2013 8:06 am
- Forum: Main Forum
- Topic: iPads and the like
- Replies: 25
- Views: 69065
Re: iPads and the like
We are using iPads with YAPI in conjunction with Open Dental. Here's the basic flow, although it is still a work in progress for sure. Because I see the potential, we just purchased 2 more iPad2's for the office, will likely get another 1-2. > Each clinical team member will have an assigned iPad. W...
- Tue Oct 08, 2013 12:18 pm
- Forum: Main Forum
- Topic: Signing Treatment Plans
- Replies: 2
- Views: 5255
Re: Signing Treatment Plans
After signing a TP, there are two things you can do. For your records, you can 'print to PDF' feature, then import back into images. If you just want to view it, when you go to print it you can do print preview and view it without printing. It is another step, and wish it would save automatically to...
- Tue Sep 10, 2013 9:27 am
- Forum: Main Forum
- Topic: multiple provider office, different fees?
- Replies: 6
- Views: 10217
multiple provider office, different fees?
I have a specialist in my office, some of his fees are higher than mine. Is there a way to have his fees automatically come up when things are treatment planned or scheduled if he is selected as provider? For example, for staff to TP a multiple extraction case, they have to go in and change the fee ...
- Wed Mar 06, 2013 10:25 am
- Forum: Main Forum
- Topic: Lab slips to be automatically saved to images?
- Replies: 5
- Views: 9139
Lab slips to be automatically saved to images?
Is there a way to have lab slips created with sheets that I do to be automatically saved into the lab folder in images? If not, where are lab slips stored? I just made an appointment, from there I created a lab slip that I set up in sheets. I printed the slip for the lab. The slip is attached to the...
- Mon Feb 11, 2013 12:45 pm
- Forum: Main Forum
- Topic: Bug Report/buggy behavior - pay periods ended
- Replies: 9
- Views: 22864
Re: Bug Report/buggy behavior - pay periods ended
I don't like the way you cannot specify pay periods to start and end on certain days. Rather it keeps pushing the 'start date' out every pay period. For example, I like to run it from Sunday to Saturday, but it always want to run Sunday to Sunday, so the next period runs Monday to Monday, then Tuesd...
- Sat Dec 15, 2012 2:33 pm
- Forum: Main Forum
- Topic: query help
- Replies: 2
- Views: 4786
query help
I am trying to find a query for the top 50 Procedures done for the year, with their 'average' fee, my standard fee, and the produciton from that procedure code.
I tried a few queries that I found, but I couldn't get one that shows me my 'standard' fee along with the total prod.
Thanks for the help
I tried a few queries that I found, but I couldn't get one that shows me my 'standard' fee along with the total prod.
Thanks for the help
- Fri Oct 26, 2012 9:12 am
- Forum: Main Forum
- Topic: Open Dental on a MAC
- Replies: 30
- Views: 74486
Re: Open Dental on a MAC
I tried setting up a wine virtual machine a few years ago. It was quite difficult and not very stable. The latest iteration of Fusion 5.0 along with OS X 10.8.2 is exceptionally stable. I had two iMac workstations where the hard drives failed. Of course hard drive failure is bound to happen. As it ...
- Thu Oct 25, 2012 8:10 am
- Forum: Main Forum
- Topic: secondary claims not sent report?
- Replies: 2
- Views: 6081
secondary claims not sent report?
What is the report or query to help find secondary claims that are 'on hold until Primary is returned' or secondary not sent? The outstanding claims report only shows claims sent but not returned....but how to track secondary claims that are not sent.
- Mon Oct 01, 2012 9:34 am
- Forum: Main Forum
- Topic: Best way to track collections
- Replies: 5
- Views: 10321
Re: Best way to track collections
Is it normal for the previous montly numbers to change if I am looking at reports using Procedure date? I just printed a copy of the first 9 months, and when I look back at prev. months numbers, they are off slightly. I alway print Proc. Date when I do my monthly comparisons. The reason it is import...
- Wed Sep 26, 2012 7:24 am
- Forum: Main Forum
- Topic: CareCredit
- Replies: 28
- Views: 62207
Re: CareCredit
I agree with those who say that Care Credit is treated like any other credit card. You should be tracking it in your accounting software, not in your patients record. It is the same as 'agreeing' to the fees that your Merchant services processors takes for processing any other Credit Card. YOu can e...
- Mon Aug 13, 2012 7:32 am
- Forum: Main Forum
- Topic: web sheets and ipads?
- Replies: 3
- Views: 7362
Re: web sheets and ipads?
Does Kiosk and Webforms act the same? That is, whether a patient fills the forms online or at kiosk, is the information integrated with OD the same way?
- Mon Aug 13, 2012 7:20 am
- Forum: Main Forum
- Topic: Running OD on a MacBook Pro with Boot Camp
- Replies: 5
- Views: 8944
Re: Running OD on a MacBook Pro with Boot Camp
HI Mike, I have been running OD on VMware Fusion under XP with my office a mix of XP and 2 Win7 machines. Running it with Fusion is nice because I can switch between them Mac and windows quickly. I only use OD and email on the windows side, and do everything else on the mac side. I have not had any ...
- Mon Jul 02, 2012 7:48 am
- Forum: Main Forum
- Topic: Prod an Income reports
- Replies: 1
- Views: 4257
Prod an Income reports
Hi all, I am trying to understand the way reports work. I am looking at annual reports for the first half of the year. I pull up a this year report which reports for all providers. When I single out a provider, my hygienst and associate pull correctly, but when i pull myself, my pt income and total ...
- Wed May 30, 2012 7:18 am
- Forum: Main Forum
- Topic: iPads and the like
- Replies: 25
- Views: 69065
Re: iPads and the like
I have a smallish Reception area that is hard to accomodate a private space for a 'kiosk'. I was hoping that an Ipad with keyboard dock would work with online sheets? Is this possible? In June I want to put our basic info sheets on our website to patients can fill in online and we can download. For ...
- Fri May 04, 2012 6:50 am
- Forum: Main Forum
- Topic: How to print all employees time card on one sheet
- Replies: 1
- Views: 4032
How to print all employees time card on one sheet
I saw that this is available in a recent version but not sure how to do it.
Thanks.
Thanks.
- Thu Feb 23, 2012 11:32 am
- Forum: Main Forum
- Topic: digital radiography
- Replies: 22
- Views: 88928
Re: digital radiography
alyosha, I just got a Panoramic Corp, certified used machine, fitted for digital. Less than 20K...it is the PC 1000, refurbished old film pan, all new parts, new warranty, new sensor, and installation and computer all for less than 20K....great deal...I don't know if you can digital pan for less tha...
- Mon Feb 20, 2012 11:20 am
- Forum: Main Forum
- Topic: My quick paste notes aren't working
- Replies: 9
- Views: 13184
Re: My quick paste notes aren't working
After going back over your steps, I got it to work. I guess I was n't understanding the part of having mulitple notes attached to a type/category...
Glad I got it back again.
Glad I got it back again.
- Mon Feb 20, 2012 10:43 am
- Forum: Main Forum
- Topic: Breaking appointments and rebooking
- Replies: 5
- Views: 9450
Re: Breaking appointments and rebooking
Well, another way to leave the appointment 'in the books' is to make a code, like BA that you use to 'complete' for that days visit....so the appontment stays on the diary, and makes a note in the chart and account. The appt will remain on the schedule, and the PROCS can be the BA or whaterever, so ...
- Wed Feb 01, 2012 12:04 pm
- Forum: Main Forum
- Topic: My quick paste notes aren't working
- Replies: 9
- Views: 13184
Re: My quick paste notes aren't working
I am on version 11.1.28
- Mon Jan 30, 2012 1:10 pm
- Forum: Main Forum
- Topic: My quick paste notes aren't working
- Replies: 9
- Views: 13184
Re: My quick paste notes aren't working
I am using version 11.1.
- Sat Jan 28, 2012 11:06 am
- Forum: Main Forum
- Topic: My quick paste notes aren't working
- Replies: 9
- Views: 13184
Re: My quick paste notes aren't working
FOr example, in the 'clinical' section I had quick note that typed my name. when i type ?and the abbreviation, the quick note doesn't work. I had set up and have been using it for about 6 months now. In the email section, I have the set up quick notes so whoever is doing the email can type their sig...
- Thu Jan 26, 2012 7:00 am
- Forum: Main Forum
- Topic: My quick paste notes aren't working
- Replies: 9
- Views: 13184
My quick paste notes aren't working
OK, I am not sure what I did. I used to be able to use quick paste notes. Now, I type the ? and the abbreviation, but the quick paste note doesn't come up. Not sure what went wrong, or what I am missing.
Any help?
Thanks
Any help?
Thanks
- Thu Jan 19, 2012 12:04 pm
- Forum: Main Forum
- Topic: Open Dental on a MAC
- Replies: 30
- Views: 74486
Re: Open Dental on a MAC
Really? Doesn't this post beg the question: What's the point of running MAC? Sure you get some beautiful hardware (for a premium), but at the end of the day your still running Windows, just behind another layer of complication...and you will have all the same issues associated with introducing bugg...
- Sun Jan 15, 2012 3:37 pm
- Forum: Main Forum
- Topic: Open Dental on a MAC
- Replies: 30
- Views: 74486
Re: Open Dental on a MAC
Thanks stjames...I don't have anything important on my current VM windows machine...I use it only to access open dental at the office, and files on the server that are shared by all workstations. But WIn 7 is much faster than the winXP machine that I virtualized. HOw much space did you give to your ...
- Mon Jan 09, 2012 7:33 am
- Forum: Main Forum
- Topic: Open Dental on a MAC
- Replies: 30
- Views: 74486
Re: Open Dental on a MAC
question about this " Once you have a 'master' copy of a Windows 7 machine (these will generally be under 16gb, so you can store a copy of your master in a thumb drive), all you have to do is to copy that 'master' copy into all your iMacs running VMWare fusion when you try to make your VM machine wi...
- Mon Nov 07, 2011 8:35 am
- Forum: Main Forum
- Topic: help with query
- Replies: 3
- Views: 6054
Re: help with query
Thanks!
HOw about one for: Pt's who have spent >$sum for the year.
HOw about one for: Pt's who have spent >$sum for the year.
- Thu Nov 03, 2011 2:43 pm
- Forum: Main Forum
- Topic: help with query
- Replies: 3
- Views: 6054
help with query
IS there a query for: top 50 procedures by number. That is, the procedures that are done the most by quantity. (how many pros, crowns, etc).
- Tue Oct 11, 2011 4:27 am
- Forum: Main Forum
- Topic: Ortho Insurance
- Replies: 9
- Views: 14619
Re: Ortho Insurance
So doing supplemental payments on 'open' claims shows the 'fee to patient' as increasing. Not sure what we are doing. The supplemental claim shows 'fee billed' as $0. Just trying to figure out this 'ortho' stuff.
- Thu Sep 15, 2011 4:55 am
- Forum: Main Forum
- Topic: Prioritizing saved tx plans
- Replies: 10
- Views: 23243
Re: Prioritizing saved tx plans
IS there any way to 'add' to the default plan a discount (like profession discount) (not insurance related PPO discount)?
Otherwise I have to print the plan and hand write the discount.
Any ideas?
Otherwise I have to print the plan and hand write the discount.
Any ideas?
- Thu Sep 15, 2011 4:42 am
- Forum: Main Forum
- Topic: Referrals Providers
- Replies: 4
- Views: 5882
Re: Referrals Providers
I was messing around with it and figured it out. I had checked "Not Person' so the speciality was not showing in the main Lists->Referrals. Once I 'unchecked' that, the specialty showed up.
Thanks
Thanks
- Thu Jul 28, 2011 10:46 am
- Forum: Main Forum
- Topic: Referrals Providers
- Replies: 4
- Views: 5882
Referrals Providers
I enter the information, but the 'specialty' doesn't show up in the tables when I view that list. any ideas what I am doing wrong?
- Tue Jul 26, 2011 4:06 am
- Forum: Main Forum
- Topic: Progress Notes question
- Replies: 6
- Views: 12570
Re: Progress Notes question
gripe on>Let's say I treatment plan #4 RCT/BU/CC. The proc codes are listed in "alphabetical order" based on the CDT code, so the BU/CC would appear first, then the RCT last. The estimated insurance payment is calculated for the BU/CC and by the time it reaches the RCT, it says "maxed out". It shoul...
- Thu Jul 07, 2011 8:42 am
- Forum: Main Forum
- Topic: few house keeping questions with manage module and reports
- Replies: 3
- Views: 5867
Re: few house keeping questions with manage module and reports
Answer to 2)Well, we converted in January, so all the accounts had lots of 'spilts' already, and I was trying to clear them out by paying the splits when possible. For new charges, we don't 'split' by provider anymore but we do keep track of procedures by provider and all collections go the office. ...
- Wed Jul 06, 2011 9:00 am
- Forum: Main Forum
- Topic: few house keeping questions with manage module and reports
- Replies: 3
- Views: 5867
few house keeping questions with manage module and reports
1) In the manage module, there is a deposits button, can I clear out the old deposits that show up? 2) under reports, for daily payments, all the payments show up as splits when done that way in account module. Is there a way to print a report of the checks entered? In other words, I enter a bulk in...
- Tue Jun 28, 2011 6:39 am
- Forum: Main Forum
- Topic: previous months adjustments questions
- Replies: 1
- Views: 3634
previous months adjustments questions
1) I found a claim that was not billed, for the last year 2010, and I sent it today. Will the production and collections reflect for this year or next year?
2) Ok that's it for now
2) Ok that's it for now
- Thu Jun 23, 2011 11:39 am
- Forum: Main Forum
- Topic: block outs on schedule
- Replies: 1
- Views: 3874
block outs on schedule
Is there anyway to make the 'text' for the block outs show up bold or darker in color? thanks
- Wed Apr 27, 2011 9:50 am
- Forum: Main Forum
- Topic: How not to print the history in perio charts
- Replies: 3
- Views: 6473
Re: How not to print the history in perio charts
I am still looking for an answer to this as well: just print one perio chart exam, not showing comparisons.
Thanks
Thanks
- Wed Apr 20, 2011 5:51 am
- Forum: Main Forum
- Topic: Conversion Aversion
- Replies: 1
- Views: 3990
Re: Conversion Aversion
Hi There, I would be more than happy to talk to your Doc. Email me at: docjini@hotmail.com for my contact information. I have an office where some of the staff are a 4 and others are a 10.....
- Tue Apr 19, 2011 7:08 am
- Forum: Main Forum
- Topic: checking back ups
- Replies: 4
- Views: 6816
Re: checking back ups
1. But you "restored to the laptop". That's the database that I was concerned about you confusing with your main database. Or are you leaving that at home? If the database is truly running from an external harddrive (if you've edited the my.ini file), then disconnecting the hard drive will indeed p...
- Fri Apr 15, 2011 6:30 am
- Forum: Main Forum
- Topic: checking back ups
- Replies: 4
- Views: 6816
Re: checking back ups
Jordan, thanks. Actually, if the back up hard drive is not connected, then I won't be able to access that database, right? So that shouldn't be an issue if I am correct in my understanding. I guess I would have to repurpose an old computer for this otherwise.... 2) I just checked a back up today, an...
- Wed Apr 13, 2011 3:37 pm
- Forum: Main Forum
- Topic: checking back ups
- Replies: 4
- Views: 6816
checking back ups
Question: I use my Macbook running VMWare to use Windows XP at the office. I use Open Dental while at work through the server. Since I am using a laptop, can I bring home a back up with me and restore to the laptop, then when I get back to work, have OD read from the server again? OK: FYI, I now eno...
- Mon Apr 11, 2011 10:17 am
- Forum: Main Forum
- Topic: Reports
- Replies: 1
- Views: 3835
Reports
Hi all, newbie OD user...I am wondering is there reports to pull up to see information for an employee, like total hours worked for the month, or total vacation days taken for the year?
- Thu Mar 31, 2011 6:14 am
- Forum: Main Forum
- Topic: querys
- Replies: 2
- Views: 4917
querys
I am trying to pull a report for icoomplete notes, under reports it shows Daily, but is there a way to pull them going back 6 months, etc.?
- Thu Mar 10, 2011 6:36 am
- Forum: Main Forum
- Topic: emailing from within OD
- Replies: 8
- Views: 12266
Re: emailing from within OD
Never mind, figured it out.....
- Thu Mar 10, 2011 5:36 am
- Forum: Main Forum
- Topic: emailing from within OD
- Replies: 8
- Views: 12266
emailing from within OD
I have set up email to email from within OD< but it doesn't actually send the email. It shows in commlog that an email has been sent, but it hasn't....
- Thu Mar 10, 2011 5:30 am
- Forum: Main Forum
- Topic: Slow statement print
- Replies: 8
- Views: 11089
Re: Slow statement print
I have a recurrent problem lately. Everything was fine since I installed OD in January. Since last week, I cannot print a statement easily. It hangs for over 2mintues, then tells me I have an error, then goes to print dialog box, then prints but tells me it cannot print because no image was saved. I...
- Tue Mar 01, 2011 6:01 am
- Forum: Advanced Topics
- Topic: Deleted Claims
- Replies: 3
- Views: 5795
Re: Deleted Claims
How do you look up something in a backup databaseA?
- Thu Feb 24, 2011 5:33 am
- Forum: Main Forum
- Topic: dexis bridge
- Replies: 5
- Views: 8656
Re: dexis bridge
Thanks Hershey DMD....I modified the users permissions for the folder...I have new windows 7 that I 'kinda' set up myself....
Thanks!
Thanks!
- Thu Feb 17, 2011 3:43 am
- Forum: Main Forum
- Topic: dexis bridge
- Replies: 5
- Views: 8656
Re: dexis bridge
Thanks...actually that is what I have for the Path (i just typed it wrong). Not sure what else I am doing wrong. I checked the workstattions that work and it is fine. It is just the two new computers....
- Wed Feb 16, 2011 11:00 am
- Forum: Main Forum
- Topic: dexis bridge
- Replies: 5
- Views: 8656
dexis bridge
I am having trouble getting the dexis bridge to work. teh "C/dexis/desix.exe" is not found, but I have dexis on the desktop...any ideas or do I have to call support?
- Wed Feb 02, 2011 2:29 pm
- Forum: Main Forum
- Topic: Meds list, disease lists etc
- Replies: 1
- Views: 3751
Meds list, disease lists etc
I must be doing something wrong, because these lists are not listing alphabetically.....we are entering as we go and have patients that have things we need to enter....it is all jumbled right now..what are we doing wrong?
- Wed Feb 02, 2011 2:19 pm
- Forum: Main Forum
- Topic: extra-oral photos?
- Replies: 1
- Views: 3794
extra-oral photos?
I have Dexis as my xray software...what are people doing for extra-oral photos, do you keep it in the OD chart or in your xray imaging software? What is an 'good' size for those photos so that they are reasonable to view for talking points but not so large that it hogs hard drive space.... Do I make...
- Mon Jan 24, 2011 8:47 am
- Forum: Main Forum
- Topic: negative and postives in family accounts
- Replies: 1
- Views: 3665
negative and postives in family accounts
How do you zero out positive and negatives in a family account? That is, if Dad owes 5$ but Suzie is -$5, the family balance is zero.....how to clear that out?
(I think ES called it settling acounts that had negative and postive balances.)
Thanks
(I think ES called it settling acounts that had negative and postive balances.)
Thanks
- Mon Jan 24, 2011 8:45 am
- Forum: Main Forum
- Topic: Newly converted...questions about posting insurance payments
- Replies: 4
- Views: 6480
Re: Newly converted...questions about posting insurance payments
Oh Boy, we have doing it wrong>>>>>>
For claim payments after the conversion date (claim sent out before the date) we 're-created' the claim then entered the payment (at least that is what we were told to do during training).....
For claim payments after the conversion date (claim sent out before the date) we 're-created' the claim then entered the payment (at least that is what we were told to do during training).....
- Tue Jan 18, 2011 6:39 am
- Forum: Main Forum
- Topic: different provdiers for different proc. codes in same appoin
- Replies: 5
- Views: 7481
- Fri Jan 14, 2011 9:29 am
- Forum: Main Forum
- Topic: Appointment view, ops, providers help
- Replies: 2
- Views: 4940
Appointment view, ops, providers help
I am searching through the manual, but haven't figured out the right combo yet: I have 4 ops total, 2 hyg and 2 doc. The 2 hyg are static for the hygienists. No problem here. I use the 2 Doc ops, but I have one doc that comes to my office once a month. Is there a way to set up an Op for him , that o...
- Tue Jan 11, 2011 12:09 pm
- Forum: Main Forum
- Topic: different provdiers for different proc. codes in same appoin
- Replies: 5
- Views: 7481
Re: different provdiers for different proc. codes in same appoin
Thanks Jordan....Let me clarify the question: Hygiene visits consists of Apro, FL,Exam. The Exam is done by the dentist in the hyg. op. When the appointment is 'set complete' all procedures are defaulted to the provider in that Op. Anyway to override just the exams? Also, don't know what we are doin...
- Tue Jan 11, 2011 8:09 am
- Forum: Main Forum
- Topic: automatic discounts
- Replies: 2
- Views: 5084
automatic discounts
I cant' find in the user manual: senior citizen, I want to automatically attach 5% discount, so that when TP or walkout, the adjustment is automatic.
Thanks
Thanks
- Tue Jan 11, 2011 7:17 am
- Forum: Main Forum
- Topic: different provdiers for different proc. codes in same appoin
- Replies: 5
- Views: 7481
Re: different provdiers for different proc. codes in same appoin
That was a spam response!
- Mon Jan 10, 2011 1:01 pm
- Forum: Main Forum
- Topic: different provdiers for different proc. codes in same appoin
- Replies: 5
- Views: 7481
different provdiers for different proc. codes in same appoin
How do I handle this? I am coming from ES and use that as my basis: Hygiene visit for patient: appointment is made with proc. codes for APRO,4BWX,and PExam. The first two are done by the hygienst and the last is by doc. Can I preset the codes to default the exam to a doc? Does the codes get 'complet...
- Sun Jan 09, 2011 11:57 am
- Forum: Main Forum
- Topic: Report of Insurance Plans by Benefit month/year
- Replies: 10
- Views: 12961
Re: Report of Insurance Plans by Benefit month/year
THis would be a great feature, we have a lot of Municipal workers as patients (police, fire, teachers) and their benefit years are not Jan, but July or Sept. Offhand, we type in Employers (like TOwn of or City of) and find the patients that way....tedious but is a work around.
- Sun Jan 09, 2011 11:39 am
- Forum: Main Forum
- Topic: which version of windows7 to use....
- Replies: 19
- Views: 27535
Re: which version of windows7 to use....
My personal workstation is a Macbook Pro running VMWAre, I have 4GB RAM....Thanks
- Sun Jan 09, 2011 7:19 am
- Forum: Main Forum
- Topic: which version of windows7 to use....
- Replies: 19
- Views: 27535
Re: which version of windows7 to use....
If I pick up Win7, should it be 32 bit, or 64bit? What does that mean BTW? I am not familiar with Windoze......
- Thu Jan 06, 2011 8:51 am
- Forum: Main Forum
- Topic: Eclaims
- Replies: 0
- Views: 3950
Eclaims
IS anyone using Emdeon? Do you use their real time eligibility? how about their claim status services? I am switching Monday from ES to OD, and use Emdeon with ES right now..... FOr those using ClaimCOnnect, with the eligiblity stuff, how accurate are you finding it? Does it automatically enter the ...
- Tue Jan 04, 2011 1:36 pm
- Forum: Main Forum
- Topic: Handling Ortho Patients
- Replies: 2
- Views: 4870
Handling Ortho Patients
How do you handle patients in a GP practice that are having some form of ortho? IE Invisalign, Six MOnth Smiles, aligner therapy, etc? IN other words, making sure Ortho benefits are tracked separately from general benefits, tracking their appoints, etc?
Thanks
Thanks
- Sat Jan 01, 2011 8:27 am
- Forum: Main Forum
- Topic: which version of windows7 to use....
- Replies: 19
- Views: 27535
Re: which version of windows7 to use....
SOOO, I should pick up a win7 pro?
- Thu Dec 30, 2010 12:48 pm
- Forum: Main Forum
- Topic: which version of windows7 to use....
- Replies: 19
- Views: 27535
which version of windows7 to use....
My current set up is: win server 2003, about 6 comps on Windows XP PRO, and getting 2 new comps in Jan which will run win7. Will be starting with OD in Jan once the new computers are up and running. For my personal Macbook Pro, I will install VMWARE, and run windows 7, but which version should I use...
- Sun Jun 20, 2010 10:31 am
- Forum: Main Forum
- Topic: few question on ending a day, locking notes, etc
- Replies: 3
- Views: 5978
Re: few question on ending a day, locking notes, etc
Thanks David, another question on this subject...for progress notes, i understand you have to check the 'show audit' box if you want to show the edits that are made to the notes. If you were to print the progress ntoes, let's say because a patient is transferring offices, do the edited versions of t...
- Sat Jun 19, 2010 4:49 pm
- Forum: Main Forum
- Topic: few question on ending a day, locking notes, etc
- Replies: 3
- Views: 5978
few question on ending a day, locking notes, etc
I am ES right now, so maybe some ex ES users can chime in/ I am trying to figure out the OD equivilents: in ES we 'end the day' and it runs the account totals for the day, ages accounts if need be, etc. THen we run reports like 'day sheet' showing production and collections for the day, 'provider pr...
- Sat Jun 19, 2010 3:59 pm
- Forum: Main Forum
- Topic: Paperless - Progress Notes Entry technique
- Replies: 24
- Views: 40696
Re: Paperless - Progress Notes Entry technique
Hi Arthur - My office is still in the less paper mode (not paperless yet) but we only went live with Open Dental this month. Last year I purchased EZ notes, which is a $795 porgram that does just about any combo of boxes and buttons, but found it was a lot of clicking and mousing. Now, I dictate no...
- Fri Jun 18, 2010 3:56 pm
- Forum: Main Forum
- Topic: switching from ES to go chartless
- Replies: 4
- Views: 7199
Re: switching from ES to go chartless
So the shared folder resides on the server, and OD just 'links' to the images? SO the images are free to be used by other programs? So my large Jpeg photos files won't bog down OD, right? RIght now, I keep patient photos on the server, then just bring up on the computer screen,because ES bogs down w...
- Sat Jun 12, 2010 3:27 pm
- Forum: Main Forum
- Topic: switching from ES to go chartless
- Replies: 4
- Views: 7199
switching from ES to go chartless
HI I wasn't sure if ES is still a good product. It is June and I still haven't got my new verison yet. I want to be 'chartless' by 2011 and am considering OD. I have heard opinions that ES is still a 'good product'. I am looking for any switchers and their opinions, and then some guidance for steps ...