overview – version 2.33 scheduler chair/chart/checkout the dialog that shows from the “codes...
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![Page 1: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/1.jpg)
Overview – Version 2.33
Scheduler• Chair/Chart/Checkout
• The dialog that shows from the “Codes column” shows patient’s name
• Chart is locked after 7 days
• Ability to enter a chart revision when chart is locked.
• Chart entries will not re-sequence
• Special Considerations will show when present. Special considerations are entered from the Tx Plan
• Checkout will remember assistant when “Show All” selected from the “Missed dialog”
• Letters
• New letter fields for Special Consideration, the TX custom field, and Cast Radiograph Evaluation.
• MS Word to be active window in Windows7
• Scheduler
• Popup message to indicate a charge was entered.
• Double click on any appointment opens patient's chart.
• Fixed column sizes to eliminate horizontal scrolling of scheduler grid.
• Miscellaneous Fixes
• Needs Appointment: Generate chart comments directly from the Needs Appointment list.
• Outcome Assessment: Added Cast-Radiograph Evaluation Score.
• Tx Plan: Added a custom dropdown.
• Appliance: can now print lab slip via Dymo
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Overview – Version 2.33 (continued)
OrthoProLogic• Dentist: Show fax and email from main screen. Indicate preferred contact.
• Contract: Sort contract types in dropdown.
• Financial Alerts: Add user who entered the reminder.
• Insurance: Add effective and expiration dates.
• Patient: Add email flags to indicate what gets emailed
• Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts.
• Resp Party: Added divorced indicator.
Reporting• New look to the reporting program
• Export to Excel feature should work better
• New Reports:
• Added Birthday list
• Added Financial Warning report
• Outcome Assessment report
• Added more criteria to "Patient By" report
![Page 3: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/3.jpg)
Chair screen – Codes column
Patient name is displayed
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Chart locks after 7 days
All chart entries lock after 7 days
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Chart Revision
New chart revision feature shows the chart entry being revised (top) and the revised entry (below). You can enter the revision directly into the grid.
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Chart Revision Display
Chart revisions will display immediately after the entry being revised.
The Breakage column will show the date of the revision. All other columns can be revised and the revising doctor and assistant can be noted.
![Page 7: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/7.jpg)
Special Considerations
New Special Consideration can be entered in Tx Plan and shown on Chart. Can later be modified in chart similar to Tx Plan Notes.
![Page 8: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/8.jpg)
Letters
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Finance Charge Warning
The front desk will be warned with a popup that a charge was recently added to the patient. Primarily used when the doctor/assistant adds a charge from the chair. This will warn the front desk to collect the charge.
![Page 10: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/10.jpg)
Scheduler Improvements
Double click on any appointment to open that patient’s chart.
The horizontal scrolling of the scheduler grid is eliminated
![Page 11: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/11.jpg)
Needs Appointment – Generate Chart Comment
Chart comments support the standard shortcuts by clicking the “Chart Comment” button.
Enter chart comments from the Needs Appointment List
![Page 12: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/12.jpg)
Outcome Assessment – Cast-Radiograph Evaluation
Added Cast Radiograph Evaluation score. Enter any whole number
![Page 13: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/13.jpg)
Tx Plan – Custom Field
Customize the values of the new Tx Plan custom field on the configuration screen.
![Page 14: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/14.jpg)
Appliance – Lab Slip
Ability to print a lab slip with the Dymo label printer.
Customize the initial format of the appliance label from the configuration screen.
![Page 15: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/15.jpg)
Label Font Size
![Page 16: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/16.jpg)
Miscellaneous Scheduling Enhancements
• Chart: Fix re-ordering of chart entries when existing item is edited• Letters: MS Word to be active window in Windows7• Can specify font for labels
![Page 17: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/17.jpg)
Patient and Billing
OrthoProLogic
• Dentist: Show fax and email from main screen.
• Dentist: Indicate preferred contact.
• Contract: Sort contract types in dropdown.
• Financial Alerts: Add user who entered the reminder.
• Insurance: Add effective and expiration dates.
• Patient: Add email flags to indicate what gets emailed
• Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts.
• Responsible Party: Added divorced indicator.
• Reporting: Added Birthday list
• Reporting: Added Financial Warning report
• Reporting: Added Outcome Assessment report
• Reporting: Added more criteria to "Patient By" report
![Page 18: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/18.jpg)
Dentist Fax and Email
Show the dentist’s fax and email address from the main screen. Indicates their preferred contact method.
![Page 19: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/19.jpg)
Contract Type Dropdown is Sorted
The contract type dropdown will display choices sorted alphabetically
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Financial Alerts – Show creating user
Show the user who created the financial alert
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Responsible Party / Insurance
Resp Party – divorced indicator
Insurance – effective and expiration dates
![Page 22: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/22.jpg)
Patient Email Codes
Add email flags to indicate what gets emailed.
Please note that these indicators won’t do anything until the next version when the Email Screen is implemented.
![Page 23: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/23.jpg)
Payment Schedule
Clarify what is the full contract amount vs. the "Your Portion" amounts.
![Page 24: Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days](https://reader030.vdocument.in/reader030/viewer/2022032517/56649ca25503460f94961123/html5/thumbnails/24.jpg)
Reporting
Reporting Program
• New look to the reporting program
• Export to Excel feature should work better
• New Reports:
• Added Birthday list
• Added Financial Warning report
• Outcome Assessment report
• Added more criteria to "Patient By" report