Schedule wiped out today - time to play with sheets.
I have been using a paper version of this for for some time (The Dental Record WSDA). I have heavily altered the page, but it is copyrighted, so not sure how to present this.
I plan to use this with the "new patient" automation trigger.
The flow goes like this:
1) The patient calls; Front desk enters in the name address etc. detail
2) Create new appointment which goes on the pinboard
3) This Sheet Pops up
Because creating rapport is so important, I will probably advised the fd to get the majority of the address and insurance info after finding our what the problem is.
http://www.flickr.com/photos/40082944@N06/5589724496
Telephone Encounter Form
- Rickliftig
- Posts: 764
- Joined: Thu Jul 10, 2008 4:50 pm
- Location: West Hartford, CT
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Telephone Encounter Form
Another Happy Open Dental User!
Rick Liftig, DMD FAGD
University of CT 1979
West Hartford, CT 06110
srick@snet.net
Rick Liftig, DMD FAGD
University of CT 1979
West Hartford, CT 06110
srick@snet.net
- jordansparks
- Site Admin
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- Location: Salem, Oregon
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Re: Telephone Encounter Form
I expect us to eventually have such a sheet built-in. Either another type, or extended functionality of a current type. The idea would be for the info to then automatically import. Not quite there yet.
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com
- Hersheydmd
- Posts: 703
- Joined: Sun May 03, 2009 9:12 pm
Re: Telephone Encounter Form
Hi Rick,
Could you explain, how you set up the automation so that the sheet pops up only when a new patient calls?
Also, could you e-mail me a copy of the jpg (sheet template)? DrRobertHersh@aol.com
Thanks.
Could you explain, how you set up the automation so that the sheet pops up only when a new patient calls?
Also, could you e-mail me a copy of the jpg (sheet template)? DrRobertHersh@aol.com
Thanks.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M ... 1471599429
- Rickliftig
- Posts: 764
- Joined: Thu Jul 10, 2008 4:50 pm
- Location: West Hartford, CT
- Contact:
Re: Telephone Encounter Form
Rob -
The create patient automation is set under Setup-> Automation. The feature was added sometime in the last two or three months. It is activated when you make an appointment for a new patient.
The create patient automation is set under Setup-> Automation. The feature was added sometime in the last two or three months. It is activated when you make an appointment for a new patient.
Another Happy Open Dental User!
Rick Liftig, DMD FAGD
University of CT 1979
West Hartford, CT 06110
srick@snet.net
Rick Liftig, DMD FAGD
University of CT 1979
West Hartford, CT 06110
srick@snet.net
Re: Telephone Encounter Form
has development of the automation feature stopped?
- jordansparks
- Site Admin
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- Joined: Sun Jun 17, 2007 3:59 pm
- Location: Salem, Oregon
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Re: Telephone Encounter Form
No, it hasn't stopped. Version 11.0 was just released with enhancements to the automation feature.
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com
Re: Telephone Encounter Form
what are they didnt see it listed in the new version update page? also ortho is there any documentation on it?