Search found 41 matches

by josiedds
Fri Dec 29, 2017 3:50 pm
Forum: Main Forum
Topic: E-Signatures for Credit Card Transactions
Replies: 0
Views: 1429

E-Signatures for Credit Card Transactions

How are you all handling a patient's electronic signature for credit card transactions?
It's time for me to move away from printing these and storing the paper version.
What do you guys use?
Is there a thread somewhere? I wasn't having any luck on the search engine.
Thanks
by josiedds
Wed Sep 13, 2017 4:32 pm
Forum: Main Forum
Topic: Referred Procedures & Completion
Replies: 17
Views: 20924

Re: Referred Procedures & Completion

We called support and they showed us how to mark it at completed by other provider, however, then it changes the date of the original referral and the documentation of that referral gets erased. In other words, if I refer for RCT on 9/11/17 the graphic shows as orange If endo gets completed on 09/12...
by josiedds
Wed Jul 19, 2017 9:50 am
Forum: Main Forum
Topic: Referred Procedures & Completion
Replies: 17
Views: 20924

Re: Referred Procedures & Completion

Yes
by josiedds
Wed Jul 19, 2017 8:26 am
Forum: Main Forum
Topic: Referred Procedures & Completion
Replies: 17
Views: 20924

Re: Referred Procedures & Completion

Anyone? THere is not "complete - other provider" in my OD. Is there a place to add that somewhere?
by josiedds
Sun Jul 16, 2017 3:35 pm
Forum: Main Forum
Topic: Referred Procedures & Completion
Replies: 17
Views: 20924

Re: Referred Procedures & Completion

Where are we at in 2017 on this topic? I have my "referral color" as orange. So let's say I refer out #3 for endo. It will appear orange and in the notes it will say what date I referred the patient for endo. Once the endo is done by specialist and I get the letter, I like to set it as completed by ...
by josiedds
Thu Jun 22, 2017 1:22 pm
Forum: Main Forum
Topic: Query for Insurance and Employer
Replies: 4
Views: 5822

Re: Query for Insurance and Employer

That worked great. Thank you. Is there a tutorial on how to write these queries? Cuz now I'd like to take it one step further... Can that report give me how many patients are covered by that employer? And can I make it list only active patients? I'd love to be able to know how to write these... Thanks
by josiedds
Thu Jun 22, 2017 11:28 am
Forum: Main Forum
Topic: Query for Insurance and Employer
Replies: 4
Views: 5822

Query for Insurance and Employer

I'm looking to run a report that shows who the employers are for a particular insurance.

For example, which employers have Metlife as their carrier. I've tried a few different query examples but no dice.

Any ideas?
by josiedds
Tue May 02, 2017 12:12 pm
Forum: Main Forum
Topic: RealTime Eligibility and Benefits with ClaimConnect
Replies: 2
Views: 3834

RealTime Eligibility and Benefits with ClaimConnect

Just started the ClaimConnect free trial
Are any of you using this for real time benefits?
Any issues?
Any other services I should consider instead?
Why do some people use this AND Trojan? What's missing from ClaimConnect's benefits summary?
by josiedds
Mon May 01, 2017 5:17 pm
Forum: Main Forum
Topic: eConfirmation for new additions?
Replies: 5
Views: 7835

Re: eConfirmation for new additions?

ok thanks
by josiedds
Mon May 01, 2017 11:06 am
Forum: Main Forum
Topic: eConfirmation for new additions?
Replies: 5
Views: 7835

Re: eConfirmation for new additions?

Well, yes, I understand I can text them manually, etc but I was wondering about the email feature where they can click confirm and OD automatically updates their appointment as confirmed.
by josiedds
Thu Apr 27, 2017 8:47 pm
Forum: Main Forum
Topic: eConfirmation for new additions?
Replies: 5
Views: 7835

eConfirmation for new additions?

Hello,
I currently have my eConfirmations set up to confirm 10 days out. But, let's say a patient gets added to the schedule a few days later. Is there a way to send an econfirmation to them? I know it won't be automated but isn't there a way to manually shoot them that text / email?
by josiedds
Fri Apr 14, 2017 1:26 pm
Forum: Main Forum
Topic: eServices sending some emails but not all?
Replies: 2
Views: 2430

Re: eServices sending some emails but not all?

Ok thanks I'll call in
by josiedds
Fri Apr 14, 2017 11:59 am
Forum: Main Forum
Topic: eServices sending some emails but not all?
Replies: 2
Views: 2430

eServices sending some emails but not all?

We've just started using the eConfirmation and eReminder services and are trying to work out some kinks. It appears that some patients are getting the email / text and some are not. We noticed that on one of the upcoming days, one patient got the email / text and another unrelated patient did not. Y...
by josiedds
Thu Apr 06, 2017 11:15 am
Forum: Advanced Topics
Topic: eReminders
Replies: 5
Views: 4230

Re: eReminders

ok, i'll check that out. thanks.
by josiedds
Wed Apr 05, 2017 1:39 pm
Forum: Main Forum
Topic: How are you using eServices in your practice?
Replies: 8
Views: 10220

Re: How are you using eServices in your practice?

The reason: if we mark a patient as confirmed from the first contact (10days out) we want to be able to send only a reminder, not a text / email where they have to press "confirm" again. Is there a way to do this? If you're using eConfirmations (the automated confirmation system we provide) then yo...
by josiedds
Wed Apr 05, 2017 12:11 pm
Forum: Main Forum
Topic: How are you using eServices in your practice?
Replies: 8
Views: 10220

Re: How are you using eServices in your practice?

Thanks! We are in the process of setting up patient preferences right now. People seem to be loving the texting option though. What we are testing out right now is using eReminders 10 days out (we've tried 14 days already with some success). Some patients email and or text us back to confirm from th...
by josiedds
Tue Apr 04, 2017 8:55 pm
Forum: Advanced Topics
Topic: eReminders
Replies: 5
Views: 4230

Re: eReminders

I know that eConfirmation changes the color code in the little circle in the upper right hand corner of the appointment box. Can we set up eReminders to do this? So that we know if the patient received an eReminder email or eReminder text?
by josiedds
Tue Apr 04, 2017 8:42 pm
Forum: Main Forum
Topic: How are you using eServices in your practice?
Replies: 8
Views: 10220

How are you using eServices in your practice?

I'm curious as to how you are utilizing the eservices? I don't want to bombard patients with emails or texting so I'm trying to see what works for you guys before I set up my parameters. Thanks!
by josiedds
Tue Feb 21, 2017 6:37 pm
Forum: Main Forum
Topic: Need help with claims for associate/employee dentist
Replies: 3
Views: 3490

Re: Need help with claims for associate/employee dentist

Along these lines, my follow up question is

if I am billing under my group NPI and my associate is IN Network with a plan but I am not, will the IN NETWORK fee get triggered? Trying to avoid a book keeping nightmare.
by josiedds
Thu Feb 16, 2017 2:19 pm
Forum: Advanced Topics
Topic: eReminders
Replies: 5
Views: 4230

Re: eReminders

thanks
by josiedds
Mon Jan 30, 2017 11:38 pm
Forum: Advanced Topics
Topic: eReminders
Replies: 5
Views: 4230

eReminders

I just set up my eServices Connector so I can start using eReminders.
Is there a way to send myself a tester email to see how it will look to patients?

Also, what if the patient who has the appointment is a child and doesn't have an email listed? How do I work around that?
by josiedds
Fri Jul 22, 2016 9:57 am
Forum: Main Forum
Topic: Insurance Verification Set up
Replies: 2
Views: 4010

Re: Insurance Verification Set up

Thanks. I will look at updating and see if some of my issues resolve. But I think the most troublesome is that the date that populates is not today's date. It always says 01/01/0001. So we have no way of keeping track when we actually verified it. But, like I said, I will update OD and see if anythi...
by josiedds
Wed Jul 06, 2016 9:40 am
Forum: Main Forum
Topic: Insurance Verification Set up
Replies: 2
Views: 4010

Insurance Verification Set up

On the Insurance Verification List, the date is listed as 01/01/0001 under "last verified". When I select a patient and mark them verified, it doesn't change the verification date in the patient's insurance section. Only until I click the "verify now" button does it give today's date. Why the double...
by josiedds
Tue Jun 14, 2016 7:16 pm
Forum: Main Forum
Topic: Top 35 most utilized codes by revenue (Report)
Replies: 2
Views: 3319

Re: Top 35 most utilized codes by revenue (Report)

Thank you so much! I think this will work perfectly! Have an amazing evening!
by josiedds
Tue Jun 14, 2016 2:55 pm
Forum: Advanced Topics
Topic: Top 35 most utilized codes by revenue (Report)
Replies: 0
Views: 2821

Top 35 most utilized codes by revenue (Report)

Has anyone done this type of report?
I pulled my procedures report for one year but I'd like to see if I can streamline the report.
I tried the query examples but wasn't able to find one close to this concept.
Can you point me in a direction?
by josiedds
Tue Jun 14, 2016 2:48 pm
Forum: Main Forum
Topic: Top 35 most utilized codes by revenue (Report)
Replies: 2
Views: 3319

Top 35 most utilized codes by revenue (Report)

Has anyone done this type of report?
I pulled my procedures report for one year but I'd like to see if I can streamline the report.
I tried the query examples but wasn't able to find one close to this concept.
Can you point me in a direction?
by josiedds
Fri Jan 15, 2016 9:31 am
Forum: Advanced Topics
Topic: Recall Reminder Emails
Replies: 2
Views: 2612

Re: Recall Reminder Emails

The manual didn't help. I checked that before posting on this forum. I will check the youtube video next.

If I can't figure it out, I will have my staff call the support line.
by josiedds
Wed Jan 13, 2016 11:11 am
Forum: Advanced Topics
Topic: Recall Reminder Emails
Replies: 2
Views: 2612

Recall Reminder Emails

Hello,
I'm working with version 15.3.40
I notice that in the recall section there is verbiage for us to email recall / appointment reminders to patients. But I can't for the life of me figure out how to use it!
Can you point me to a thread?
by josiedds
Wed Apr 01, 2015 2:38 pm
Forum: Main Forum
Topic: Hygiene 50 minute appointment blocks
Replies: 3
Views: 2581

Re: Hygiene 50 minute appointment blocks

Ok, I'll see if I can do what you suggested and let you know how it works out for us. Thanks!
by josiedds
Wed Apr 01, 2015 12:04 pm
Forum: Main Forum
Topic: Color-coded appointments
Replies: 12
Views: 4281

Re: Color-coded appointments

MARK
by josiedds
Wed Apr 01, 2015 11:51 am
Forum: Main Forum
Topic: Hygiene 50 minute appointment blocks
Replies: 3
Views: 2581

Hygiene 50 minute appointment blocks

Hello! I'm trying to change the way we book our hygiene appointments in Open Dental. Is there a way to highlight the start time of each open time slot? For example, if we are doing 50 minute hygiene, the highlighted times would include 8:00, 8:50, 9:40 etc. Is there a way to permanently highlight th...
by josiedds
Mon Jan 12, 2015 5:20 pm
Forum: Main Forum
Topic: Help me edit an existing Query Example
Replies: 2
Views: 1141

Re: Help me edit an existing Query Example

Ah! I see that now. Thanks.
by josiedds
Wed Jan 07, 2015 8:51 pm
Forum: Main Forum
Topic: Help me edit an existing Query Example
Replies: 2
Views: 1141

Help me edit an existing Query Example

My practice management consultant wants me to pull a treatment plan report that lists all treatment plans without scheduled appts, excluding certain codes. After spending a lot of time perusing the query examples, #233 seems like it will suit our needs. However, it doesn't total the fees at the bott...
by josiedds
Wed Dec 19, 2012 1:57 pm
Forum: Main Forum
Topic: Is there a way to send mass emails to patients?
Replies: 6
Views: 2675

Re: Is there a way to send mass emails to patients?

Just checking the status on this. This would be so helpful. What is the latest?
by josiedds
Fri Apr 13, 2012 4:06 pm
Forum: Main Forum
Topic: Attaching one procedure/appointment to another
Replies: 1
Views: 755

Attaching one procedure/appointment to another

I would like to be able to when I set an appointment for a space maintainer that the delivery of the space maintainer automatically attaches itself. We have this feature that works for the crown prep and crown seat, but I am not able to figure out where to duplicate that process. Any advice??
by josiedds
Mon Jan 10, 2011 2:23 pm
Forum: Main Forum
Topic: new version - printing bug?
Replies: 1
Views: 701

new version - printing bug?

I am unable to print the schedule from the appointment view

I can print claims so I know the printer / connection is working, but for some reason, when I try to print from the appointment view it says "printer not available"

please advise
by josiedds
Thu Nov 12, 2009 1:25 pm
Forum: Main Forum
Topic: Single Patient Statement
Replies: 1
Views: 821

Single Patient Statement

When printing a statement, since you get to choose "single patient" from the account to print the statement for, why can't the "amount due" at the top of the statement reflect only that patient's balance? It currently shows the whole family balance. Sometimes, if one member of the family has it's in...
by josiedds
Tue Feb 17, 2009 4:07 pm
Forum: Main Forum
Topic: Good job on Mobile Version!
Replies: 9
Views: 2669

Re: Good job on Mobile Version!

i assume you mean WIndows Mobile 6.1 Professional?
by josiedds
Sat Feb 14, 2009 2:59 pm
Forum: Main Forum
Topic: Good job on Mobile Version!
Replies: 9
Views: 2669

Re: Good job on Mobile Version!

I'm thrilled to know that OD is on mobile now! that was on my wishlist!
does it work with the black berry platform? i know that the samsung omnia is windows platform for sure...anyone using that? i have verizon and those are the two phone the offer that might work.
thanks
by josiedds
Fri Oct 10, 2008 11:13 am
Forum: Main Forum
Topic: Most commonly used procedures report
Replies: 1
Views: 949

Most commonly used procedures report

How do I print a report that shows how many of each procedure code I did during a certain period of time (ie. year to date, last quarter, etc)
Thanks
by josiedds
Mon Jun 16, 2008 2:27 pm
Forum: Main Forum
Topic: "Hygiene Color"?
Replies: 1
Views: 1247

"Hygiene Color"?

Ok, so when making an appointment for someone, on the "edit appointment" window, it asks if this is a hygiene procedure, for which you can check the box to "use the hygiene color". How do I set the hygiene color? Right now it's white...and annoying to my eyes. I can't figure out how to change the co...