Search found 20 matches

by speeples
Tue May 12, 2020 11:47 am
Forum: Main Forum
Topic: Edit Treatment Plan HELP
Replies: 2
Views: 1040

Re: Edit Treatment Plan HELP

Thank you
by speeples
Thu May 07, 2020 11:03 am
Forum: Main Forum
Topic: Edit Treatment Plan HELP
Replies: 2
Views: 1040

Edit Treatment Plan HELP

I'm trying to figure out why I don't have the option to leave a note when putting in estimates. Let me guide you: In the treatment plan, I double click on a procedure, which brings up the "Procedure Info". When I double click in the "Insurance Estimates and Payments" it brings up "Edit Claim Procedu...
by speeples
Wed Feb 26, 2020 11:56 am
Forum: Main Forum
Topic: Report for Unscheduled Tx
Replies: 2
Views: 2736

Re: Report for Unscheduled Tx

I will try that, thank you!
by speeples
Fri Feb 21, 2020 11:39 am
Forum: Main Forum
Topic: Report for Unscheduled Tx
Replies: 2
Views: 2736

Report for Unscheduled Tx

In Queries, is #50 (Treatment planned procedures, that are not in a scheduled apt ) a good report to get a date range of pt's that have unscheduled tx? Or is there a better one?
Thank you! :)
by speeples
Tue Dec 17, 2019 2:27 pm
Forum: Main Forum
Topic: Table of Contents
Replies: 4
Views: 2675

Re: Table of Contents

I don't remember specific boxes. I know it was working and now anytime I click that '?' it just takes me to the full table of contacts...I hope I'm making sense...I guess I can call LoL
by speeples
Thu Dec 12, 2019 2:07 pm
Forum: Main Forum
Topic: Online payments
Replies: 1
Views: 2928

Re: Online payments

We use Payconnect via Dentalxchange
by speeples
Thu Dec 12, 2019 2:05 pm
Forum: Main Forum
Topic: Request - Add "Pat Resp" to INS payment window & Edit Claim
Replies: 1
Views: 2716

Re: Request - Add "Pat Resp" to INS payment window & Edit Claim

This would be great. I just always type the pt portion in the remarks box "pt pays $x.xx"
by speeples
Thu Dec 12, 2019 1:55 pm
Forum: Main Forum
Topic: Table of Contents
Replies: 4
Views: 2675

Re: Table of Contents

It's the question marks on the UR corners next to the X to close the window.
by speeples
Thu Dec 12, 2019 12:50 pm
Forum: Main Forum
Topic: Table of Contents
Replies: 4
Views: 2675

Table of Contents

Any idea why the little question marks in OD aren't working anymore....it used to bring up the exact how-to's of the location you're in, now it brings up the whole table of contents and it just refreshes when you finally find what you're looking for.
Thanks
by speeples
Thu Nov 07, 2019 10:08 am
Forum: Main Forum
Topic: EOD Report
Replies: 3
Views: 2719

Re: EOD Report

In the standard reports in the Production and Income box....I use the More Options to print my EOD. I've got that red tab, all that is correct...but the pt paid for it and it should be on the EOD report as the daily income. I like the fact that it can be "hidden" that way someone else doesn't alloca...
by speeples
Thu Nov 07, 2019 6:15 am
Forum: Main Forum
Topic: EOD Report
Replies: 3
Views: 2719

EOD Report

Good morning. I just started utilizing the allocation of prepayments to future tx after we did the update. My question is, on my EOD report, it's not showing the pt's full payment. For example, yesterday the pt paid her $30 for fluoride and wanted to pay $42.60 for her filling next week, so $72.60 w...
by speeples
Wed Jun 19, 2019 7:14 am
Forum: Main Forum
Topic: Insurance reversed payment 6 months after the procedures
Replies: 2
Views: 1075

Re: Insurance reversed payment 6 months after the procedures

I have had to do this and I called OD. They were great walking me through it....twice ;) It would be so much better to talk to someone than me try to type it out LoL
by speeples
Thu Jun 13, 2019 5:13 am
Forum: Main Forum
Topic: Help finding report
Replies: 2
Views: 895

Re: Help finding report

Thank you :)
by speeples
Wed Jun 12, 2019 8:31 am
Forum: Main Forum
Topic: Help finding report
Replies: 2
Views: 895

Help finding report

Hello,

I was wondering if someone could point me in the right direction to a report....I need a list of all subscribers that have Metlife dental insurance. I need an easy way to get their email and address so I can send them a letter.

Thanks :)
by speeples
Fri Apr 26, 2019 5:56 am
Forum: Main Forum
Topic: Multiple Cell numbers
Replies: 1
Views: 892

Multiple Cell numbers

Can you put multiple cell numbers for a pt separated by a comma.....and will they get the texts? If it matters, we use Yapi (should I call them to make sure?) We have a mother that would like texts for her young adult son to make sure he comes to his appointments.
Thanks :)
by speeples
Tue Mar 26, 2019 2:36 pm
Forum: Main Forum
Topic: Block Scheduling
Replies: 1
Views: 817

Block Scheduling

I didn't know if anyone does block scheduling and if you have a template?? And is there an easy way to do it?
We'd like to make sure we are blocking space, along with the appropriate time, for doc side and hygiene. We don't seem to have enough time for SRP's and recall for PM.
Thanks :)
by speeples
Mon Mar 25, 2019 9:24 am
Forum: Main Forum
Topic: Inactive Pt Report
Replies: 2
Views: 938

Re: Inactive Pt Report

Thanks! I'll try it.
by speeples
Wed Mar 20, 2019 1:04 pm
Forum: Main Forum
Topic: Inactive Pt Report
Replies: 2
Views: 938

Inactive Pt Report

Hello,

I'm looking for a report that gives all our Inactive/Non-pts. I want to make sure we don't have insurances attached to them. We are trying to figure out how many pts we have for each insurance carrier.
Thank you :)
by speeples
Fri Feb 15, 2019 7:20 am
Forum: Main Forum
Topic: Edit Ins Window
Replies: 3
Views: 1498

Re: Edit Ins Window

Thank you.
Also, anything about having the subscribers DOB next to their info?
by speeples
Wed Feb 13, 2019 7:28 am
Forum: Main Forum
Topic: Edit Ins Window
Replies: 3
Views: 1498

Edit Ins Window

Good Morning,
I hope this is the correct place to ask this question (first time here :wink: )
How do you all enter the frequencies for, example, exams and prophy's that are 2 per 12 months?! I'm just doing every 6 months, but I wasn't sure if there was a better way.

Thanks
Sam :)