Open Dental

atd

Version 6.9.37
Ran the database maintenance tool over lunch. Nothing of consequence reported that I can see.

atd

Rebooted last night.

atd

Correct, 8 processors on the database server. No, Zone Alarm is not installed. We don't have anything on that server that would be scanning the database. Working locally I'm seeing the same lag the remote users are seeing - sometimes 15-30 seconds for the appointment screen to come up. So I've elimi...

atd

Thank you. I also got an error opening the Manage->Send Claims window. Another when switching from a standard connection to the web service (when a patient record was loaded) - although just clicking Continue worked there. The slowest part was definitely opening the treatment plan module, 2nd slowes...

atd

Today we had 22 users via terminal server and maybe 3 local users. The server has eight 2GHz Intel Xeon processors and 3GB of RAM. All processors were spiking on the mysql service at times, but were generally between 30-50% at peak times. The monitoring takes 5 minute snapshots, so it's possible it ...

atd

Friday we upgraded our terminal server to Windows 2008 Server 64bit R2 so we could increase the RAM significantly because we were adding another 10 users and the RAM was previously maxing out from time to time. Today remote users are reporting extreme slowness using Open Dental - not constantly, but...

atd

Just wanted to give an update on this. With the help of OD support I was able to get the web service running. The two issues were: 1) Needed to specify a port number for the server (80 was being used for something else) in the URI. 2) Needed to change "localhost" to the servername in the OpenDentalS...

atd

I brought this up in the past when the recall first changed to being required. Instead of deleting it you can disable the Prophy recall and the disabled status will show in the Notes. The only flaw is that you can't then set the denture recall as the patient's "primary" recall. So the "DateRecallDue...

atd

Just tried connecting again and recevied the following error message:
The request failed with HTTP status 404: Not Found.

atd

No, I don't have a web.config file - can you tell me what this should look like and where I can get it?

atd

Yes, that's exactly what I'm getting also. Sorry I haven't had time to call into support to follow-up on this since my original post. I'm on vacation the rest of this week but will be in touch when I'm back next week.

atd

Database Maintenance fixed the problem. I'll try that first next time.

atd

System.NullReferenceException: Object reference not set to an instance of an object. at OpenDental.Eclaims.X12.GetMissingData(ClaimSendQueueItem queueItem, String& warning) at OpenDental.Eclaims.Eclaims.GetMissingData(ClaimSendQueueItem queueItem, String& warnings) at OpenDental.FormClaimsSend.FillG...

atd

Now that we can choose a clinic for printing Production and Income reports (thank you!) I'm finding a lot of insurance writeoffs and payments that are "unassigned". I'm not sure how that is happening - the insurance claim the writeoff is associated with has a clinic assigned, but the insurance estim...

atd

Since upgrading to 6.9.37 I get an unhandled exception when I try to bring up the Send Claims window. The message is "Object reference not set to an instance of an object".

atd

Is anyone using the Web Service successfully? I'm on my second attempt to get it running (following the instructions on opendental.com) with no luck.

atd

When choosing a Site in the ASAP list (and clicking refresh) the following unhandled exception occurs:
Unknown column 'patient.SiteNum' in 'where clause'.
Version 6.9.32

atd

I have found the tab order is not in a logical sequence in several windows. Here are a few examples, off the top of my head.
- Entering payments
- Changing/entering a user password
- Editing insurance estimates/writeoff amounts

atd

I upgraded to 6.9.32 on Sunday. I'm still seeing high RAM usage in some cases. Overall the RAM usage on the Terminal Server has gone from 95% down to 86%.
- Prior to the upgrade: 65MB-155MB per user
- After the upgrade: 23MB-122MB per user
Any other ideas as to why they're be such a big difference?

atd

I see this happen a lot with our users. Intuitively the work is "complete" so that's what they end up changing it to, not realizing they're billing it out as if they did the work. I've brought it up in follow-up training sessions a few times, but it still seems to happen here and there. Another stat...

atd

This automatic 10 minute snooze on the popup is causing a problem for our staff because they all connect through the Terminal Server. So if the front desk sees the popup when they check the patient in, the assistant in the back never gets the popup because it doesn't differentiate them as different ...

atd

Fantastic - thank you for tracking this down and fixing it. I will upgrade this weekend and expect our terminal server will perform much better.

atd

Why would a bug be considered a "feature" request? A button on a window should do what is expected of it every time it is clicked on, not just sometimes depending on how you got to that window. I'm not going to spend my votes on something that should be fixed automatically.

atd

Version 6.9.20.0.
When I receive a task which pops up, if I click the "Go To" button it closes the task but does not go to that patient record.
If I reopen the task then the Go To button does work, just not when it first pops up.

atd

I'm curious as to how many users take photos (portraits) of their patients. If you do, who on your staff does it? Office or clinical staff? Do any patient's object to it? Do you think it's worth the time it takes?

atd

My experience is that connecting via Terminal Server is significantly faster. I've occasionally needed to connect over VPN (running OD on my laptop) - it works but is too slow to use on a regular basis.

atd

Sometimes when i have a claim that has multiple codes attached to it (crown, build up, pa, etc..) and the ins. company pays all but one procedure(denies crown for xray or what have you!), i enter the payment on all the procedure codes but the one denied (i keep that zero), then finish entering my p...

atd

I agree, that sounds like a great idea. With new patients and even recall patients we don't know who is going to do the exam. I think it would make sense to have the primary provider automatically updated to the DDS on the appointment where an exam code is set complete - or maybe prompt the user if ...

atd

I need to create a query to calculate Production by Insurance Plan - I need columns for the Fee, Writeoff, ins est (or paid amount) and patient responsibility. Previously I was just using a modified version of the PPO Writeoff report - having it include all insurance, not just PPO and then assuming ...

atd

I agree that can be risky. I'd be sure to run it on backup data first to make sure it works as expected. I have the query to identify the children I want to move. It's a Medicaid plan (setup as PPO), so the patient is always the subscriber. I can create the plan with benefits breakdown for one patie...

atd

Those are easy to catch by running the claims not sent report. Yes, but ALL secondary unsent claims show on that report, even if primary hasn't paid yet. So you have to look up each one to see if it's time to send it or not. It would save a lot of time if they were omitted from the report until the...

atd

Another reason to be able to choose by workstation is in a multi-clinic setup. Clinic A doesn't want to hear about messages for Clinic B. Of course I have to get the web service setup first - otherwise they're all working off the terminal server which acts as one workstation and it won't matter if t...

atd

I have an insurance plan with about 400 patients on it. I need to split it into 2 different plans (one for adults, one for children) because they have 2 different fee schedules. Is there a way to script this or do we have to manually drop and add new insurance for one of the two groups? It's about a...

atd

Fantastic - thank you for the quick fix! Installed and working just as before.

atd

I did make a note of the format used prior to the upgrade – it was #3, which does double-buffering.. I tried all 38 OpenGL graphic options. These are the results: 1-12 are the only options it will let me select. The rest give me an error message. 9-12 just show red and black – not readable. 1,2,5,6 ...

atd

Yes, it is showing all 36 formats if I check that box - when the box is unchecked I only see 4. But the problem is if I choose the one that we were using before the graphical tooth chart no longer works - it displays but will not allow you to select teeth. Prior to the upgrade we were using #3 in th...

atd

I'm trying to get the Direct X graphics working, so far no luck. In the meantime though, the OpenGL does not work the same as it used to. The option it was using before is no longer in the list of graphics options. So what happened this morning (after upgrading last night) was that users couldn't se...

atd

I'm seeing some high RAM usage with Open Dental. I don't know if this is a new problem - I just had users complaining about performance issues and noticed the terminal server at 97% RAM usage. Per the online user manual Open Dental uses 50MB of RAM, but I'm seeing a range between 65MB-155MB per user...

atd

We have a large practice and before we close the month I print the schedule and compare providers schedules with the monthly production & income reports. If production shows up on a day a provider wasn't scheduled it's a red flag and I check to see if it should have gone to someone else. With 36 pro...

atd

These are the patient.PatStatus values: Patient: 0 NonPatient: 1 Inactive: 2 Archived: 3 Deleted: 4 Deceased: 5 So I just added patient.PatStatus=0 to your query below. SELECT patient.LName, patient.FName, patient.Address, patient.Address2, patient.City, patient.State, patient.Zip, procedurelog.proc...

atd

I was hoping someone could explain the logic/query behind the Receivables Breakdown Report you created in Open Dental. We have multiple clinics on one database – 2 new clinics and 1 that was converted. I found the report worked great when we had just 1 clinic using Open Dental (no conversion). Once ...

atd

I guess it's not the schedule family/recall that causes it, it's when you "create new appt". If you follow these steps it will happen every time: - Make/Find Appt - Create New Apt - Click OK - Click Clear - Make/Find Appt - you'll see it's on the unscheduled list. (One other note: After clicking Cle...

atd

Our Unschedule List is getting out of control! I don't think we're intentionally sending patients to it. As far as I can tell if you have an appointment on the pinboard (other than the planned appointment) and you click "clear" it automatically sends the appointment to the unscheduled list without t...

atd

You can specify which image folders show in the Chart Module. Go to Setup->Definitions. Click on Image Categories. Double-click the category and check the "Show in Chart Module" box. I wish we could have images show in the family module as well (i.e. intake and insurance forms). If you agree, vote f...

atd

You should be attaching your lab cases to the planned/scheduled appointment. Then when the appointment is set complete they won't be on your list anymore.

atd

Entering a negative payment is a better accounting practice. Adjustments reduce the total production, which is not correct in this case. Negative payments will reduce your income instead. The NSF charge should be added as a separate (positive) adjustment.

atd

Couldn't agree more! I've been meaning to request this for a long time, just never got around to it. My biggest problem is with the PatNum not showing on the aging report. I just voted for this, but looks like I'm the first one to do so.

atd

I would like to see a video tutorial on adding a new insurance plan and benefits for a patient/family. With all of the deductible, frequencies, percentages, etc. I find users need a lot of training in this area. Would love to be able to point them to the website.

atd

Thanks for the instructions - that's a much better solution than what I was doing. I did have a "Insurance Refund" payment type that I was using for this so we could differentiate between patient refunds and insurance refunds - but we'll start doing it this other way instead.

atd

I'd be in favor of a warning message, but still want to be able to have the writeoff + payment be greater than the billed fee when needed. One situation I'm thinking of is when an insurance company overapays on a claim (i.e. paid as primary instead of secondary). In order to have the account show th...

atd

I also found cases where writeoffs on preauths were included. They were from 2008 when preauths were handled differently.
I just went in to each one and cleared the writeoff amount from the preauth and that took care of it without affecting the account balance.

atd

Could the query be modified to compare the totals for the claim rather than looking at individual procedures? When I ran it I found several false positives - where the writeoffs on individual lines may have been too much, but then a writeoff on another line on the claim was less, so in the end it al...

atd

How do I allow access to the full audit trail under the Tools menu? I looked for it in the security setup, but I don't see it as a choice. Do they have to have access to the security admin section? If possible I would like managers to be able to access the audit trail, but I don't want them to be ab...

atd

OK great, I added it to the request system.

atd

We have a whole group of new users on Open Dental and one of the things I've seen happen a few times is that they accidentally set a future scheduled appointment complete rather than today's appointment. I can't think of a reason that you'd ever want to complete a future appointment - can that be bl...

atd

One note about the lab cases indicator in the appointment module that says "All Received" or "2 NOT RECEIVED". Now that we have multiple clinics on one database I've noticed that the number of lab cases it shows outstanding is for ALL appointments that day - not just the appointments in the appointm...

atd

Bug or by design? When an appointment is broken, the date of the adjustment is today's date rather than the appointment date. This is probably not an issue for a lot of people since you're breaking the appointment the same day as the appointment. BUT, we have some situations where we have to do the ...

atd

I've also found that if you enter a termination date and then click the Drop button it doesn't save the term date you entered. You have to enter the date, click OK (to save it), then open the insurance window again and click Drop. When dropping a plan wouldn't you always want to enter the term date ...

atd

The Print Day for Hospital Report is showing "PatientLetter". No matter which day you print for, all patient letters are showing up in the list, even if they are for a different day. They shouldn't be listed at all, even if printed on the same day.
Version 6.8.19

Thanks

atd

Another multiple clinics issue:
On the Rx, the practice address is printed instead of the clinic address.

I'm on version 6.8.11.

atd

Now that we are have 2 clinics on one database, small issues are popping up. Just noticed that the phone# on treatment plans is the practice phone # rather than the clinic phone#. Started getting treatment plan calls at our main clinic for one of our rural clinics. Can that be easily changed?

atd

Bug: The Billing Dentist is not being set to the default provider for the clinic when creating preauthorizations - it's using the default for the practice instead.
Version 6.8.11 (although this isn't a new problem)

Thanks

atd

My apologies for the misinformation - the clinic filter does work for insurance payments.
And I thought I tried everything I could think of to "unselect" the patient payment I didn't want - but I must not have tried the ctrl-click. Thanks.

atd

We have Windows 2003 Server as our database server and a Windows 2008 terminal server. Works for us.

atd

On version 6.8.4 all of the totals on the aging report are zero.

atd

I'm having some issues creating deposits now that we have 2 clinics on one database. Here's the scenario: - All insurance checks are processed through a central billing office - but we still create separate deposits for each clinic. - All patient payments are processed at each individual clinic. Tod...

atd

A year or so ago we applied for a grant that required interoperable electronic records for exchanging health information. We wanted to exchange medical/dental records with the nursing homes that we serve - instead of having to receive paper health history from them and us giving them paper progress ...

atd

I see this error listed as fixed on the bug tracker for v6.8.2, but I upgraded to that version already and am still getting the following error when trying to save a perio chart. Maybe the fix is in v6.8.3 or is this a different error? ************** Exception Text ************** System.InvalidCastE...

atd

Upgraded to v6.8 yesterday. Running the Outstanding Insurance Claims report results in the unhandled exception "Object reference not set to an instance of an object" ************** Exception Text ************** System.NullReferenceException: Object reference not set to an instance of an object. at O...

atd

I experienced the same problem, just haven't had a chance to report it. Clicking the up/down arrow does not work as expected - it will highlight a second provider and then if you click the button again you get the message "Please select exactly one provider first". So, you have to click the provider...

atd

I tested it with Open Dental installed locally and the labels printed fine. So, it's definitely a terminal server issue. We're using "easy print" which automatically sets up the printer drivers when you run terminal server - I will instead try manually installing that printer driver and hopefully th...

atd · Re: Make/Find Appt button doesn't always work I'm on version 6.7.19

I'm on version 6.7.19

atd

This has only happened 3 times in the last week, so it may be hard to track down why/when this happens - but I thought I'd see if anyone else is noticing this problem. When clicking the Make/Find appt button the window won't open - no error message, just nothing happens. I've tried re-selecting the ...

atd

I'm not sure what I'm looking for, but here are the current settings...

Label Printer:
Paper Size=30252 Address
Orientation=Portrait

Sheet LabelPatientLFPatNum:
Width=108
Height=346
Orientation=Landscape

atd

I'm trying to use my new label printer (Dymo LabelWriter Duo) via Terminal Server 2008. All my other printers work fine, but the LabelWriter is printing blank labels from Open Dental. It will print labels locally via the software that comes with the LabelWriter, but not via Open Dental. Obviously Op...

atd

Double-click your financial category and see what's set as the "Default for Types". Payments and Adjustments are separate types (so are Claim, FinancialNotes, etc), but you can select multiple types as the default for the same category by ctrl-clicking.

atd

The ?shorthand only works if that Quick Note is in the correct category for the window you're in. For example, if you're in the Medical History window, only the quick notes that are in the Medical History category will work with the shorthand. You can still access them by opening the quick note wind...

atd

We are using Open Dental for our mobile clinics. We use mobile broadband card/router for internet access and connect to a VPN and then Terminal Server 2008 to access Open Dental. The only issue we've had is that the mobile broadband speeds are unreliable - they can be running fast at one time of the...

atd

In the Make/Find appointment window, if you switch family members (by clicking on their name in the upper left list) the Appointment Module Note is not redrawn. It remains as the note for the patient that was loaded when the window was first opened.

atd

I think this is a bug rather than a feature request, but we'll see what you think. :) If a procedure with the "Do Not Bill Insurance" flag set is changed to something which by default should go to insurance - the box is not automatically unchecked. We've had several cases where a tooth went from a "...

atd

Another problem for the custom recall type is when I try to use the "Schedule Recall" button from Make/Find Appt or from the Recall list I get the "No Recall Due" message.
Thanks

atd

I thought this was working pretty seemlessly for us because the Prophy recall will now indicate when it's disabled. However, I just ran across a problem. The main 'Recall Due' date (patient.dateRecallDue) comes from the prophy recall, even if it's disabled. So for edentulous patients where I've adde...

atd

It's request #758 and has 61 votes at the moment. If you search for "Display sheets" it will come up.

atd

For some reason it really annoys me when users refer to the software as "Open Dent". Maybe that will stop now!

atd · Re: Minor bug in Schedules/Appointment printing version 6.6.20

version 6.6.20

atd

I actually like the way this is handled, please don't change it! I think of the Outstanding Insurance Claims report as a follow-up tool. If I've already followed up on the claim and resent it, then I don't want to have it keep coming up on my follow-up report (which it won't for another 30 days). If...

atd

Under Setup->Schedules if I add a note for a provider (using the Note button, rather than Add), then when I print an appointment schedule for that day it starts at 12am. If I remove the note from the schedule the appointment book prints starting with the first scheduled appt.

atd

The adjustments/codes I was referring to would be if a PPO writeoff is done, what the primary lists as the patient responsibility, etc. These are the most common: 41 - Discount agreed to in Preferred Provider contract 96 - Non-covered charges. 3 - Co-payment Amount Here's a link to all the HIPAA cla...

atd

Based on the rejections I've been getting, the primary COB information doesn't appear to be sent with the secondary claim in Open Dental. It says the primary paid amount and paid date are missing. In MN, we are required to send secondary claims electronically and are now being asked to send primary ...

atd

Since insurance payments are linked to the claims and procedures I assumed it would reduce the aging from the correct bucket based on date of service. Of course patient payments that are not linked to procedures would apply to the oldest patient balance. Would this change be easy to implement before...

atd

I'm confused about how the aging is calculated for a patient. Here's an example: A patient had no insurance and the balance ended up going over 90 days aging. Then we found out the patient had insurance retroactive for all but the first date of service. The claims were sent and paid for by insurance...

atd

This is the solution I came up with, let me know if you foresee any problems with it. - Create a PPO insurance plan called "Sliding Fee X%" - Add a fee schedule with reduced fees (X% of normal fee schedule) - Set the fee schedule of the PPO plan to the reduced fees - Set all of the insurance percent...

atd

Has anyone setup sliding fee schedules in Open Dental? We need to be able to track the writeoffs, so I need to have the full fee, the writeoff and reduced fee. My first thought was to have it work like the PPO insurance plans, but that would probably require entering zero payments manually to close ...

atd

The "Prov" column on the planned tracker list always shows the dentist. When the "Is Hygiene" box is checked on the planned appointment, shouldn't the hygiene provider show on the planned tracker list instead? That would make it much easier to see who should be scheduled in the hygiene chair vs the ...

atd

When you create claims in Open Dental it clearly shows that they are Primary or Secondary and should be going to the clearinghouse this way. Does that mean that e-claims provide more info than paper claims? The paper claim does not indicate which is primary and which is secondary, just that they ha...

atd

As of July 15th, we are required to send all claims electronically. Currently the only ones we send on paper are secondary claims. I tried sending a couple of secondary claims electronically as a test and one was processed as primary, the second denied stating there was a primary insurance - that ma...

atd

Thank you! BTW, love the new workstation updater - very slick (and quick).

atd

Any idea when 6.6.12 will be released? Our nursing homes are asking for the progress notes and that's also how we give post-op orders, so it's critical to be able to print this report each day.

Thanks.

atd

We have multiple clinics and multiple providers working every day, so changing the "Is Hygiene" procedures globally will not work.
The only thing setup in Operatories is the clinic.
Running version 6.6.7 - but this is not a new problem, just finally getting around to bringing it up.

atd

The new Entry Status of "Condition" was added to version 6.5. Can someone explain how best to use this? Our providers have been asking for a way to chart caries, root tips, etc. independently from the treatment planned procedures. I'm just not sure how to set this up.

Thanks

atd

I'm having some issues with how procedures are being assigned to providers. It doesn't seem to follow who the provider on the schedule is - instead the "Is Hygiene" and default providers in the Family module seem to override the provider schedules. I know there are certain procedures that can be mar...

atd

Upgraded to version 6.6.7 and now cannot print the "Print Day for Hospital" report from the Chart. I get the error message "Printer Not Available". Have tried from different workstations, via terminal services, etc. Everything else seems to print fine.

atd

Why not use "Deceased" instead of Archived for deceased patients?

atd

OK, that makes sense. Yes, the negative balance is from an insurance estimate. Thanks.

atd

The "Only show negative balances" option on the aging report is not working for me. If I run the standard report I see one guarantor with a negative balance, but when I run the "only show negative balances" there's no one on the list. I'm on version 6.5.11.

Thanks

atd

Is anyone else having a problem updating to 6.5.14, or is it just me? It gets to 0.8MB in the download and just sits there. Any suggestions on how to fix it?

atd

I'm currently using version 6.5.11, but I've noticed this problem for awhile now. I cannot get the deposit slip to print if I'm running Open Dental via Terminal Server (Windows 2008 Server). I can print anything else I want in Open Dental, but not the deposit slip. It acts like it printed but nothin...

atd

At the time I was using version 6.5.6. I just upgraded to 6.5.11 yesterday. 1) I wouldn't want to set the aging to a future date, I'd just like to be able to back-date it if it gets updated before I've printed month-end reports. I currently have it set to calculate the aging monthly. 2) No, there is...

atd

1) Is it possible to back date the aging date? I have the "Calculate Aging Monthly Instead of Daily" box in the Setup->Modules checked. I use the last date of the previous month for my aging date when I run month-end reports. However this month the date was updated to the first of the month by mista...

atd

you could make a task called Broken Appts. after you do the first half of your steps, you can make a task entry linked to the patient and put that task into the schedule like a bookmark that the patient did have an appointment Can you explain how you put a task into the appointment schedule? I agre...

atd

I found today that you can't delete it for non-patients either. I accidentally went into the recall section for a non-patient, meaning to go there for a patient. It automatically added a Prophy recall and won't let me delete it. Can you please allow that for non-patients?

atd

As a non-profit we do accrual accounting, not cash accounting. So yes, we are posting the writeoff by procedure date, not payment date. It actually gives us a very accurate AR, because we know how much we expect to receive (net), not the gross fees.

atd

For our nursing home patients we receive their paperwork via fax in advance and enter it in Open Dental so we can track the new patients needing to be scheduled. We enter either a prophy or edentulous recall (depending on what their paperwork says), so we know to schedule them with the hygienist or ...

atd

I would find this report very useful for our practice also because for our monthly AR report we need to be able to have a cutoff date. Each time we run the current AR report (even if the aging date has not been updated), the amounts are different, which makes our CFO unhappy. However, we do not do c...

atd

I can understand wanting to enforce a recall for every patient so they aren't lost in the system. I just wish the custom type we added could meet that recall requirement - it doesn't make sense to force a prophy or perio recall on an edentulous patient. I did disable it, but it still shows up on the...

atd

Since upgrading to 6.4 I'm having problems deleting and disabling recalls. I have an edentulous new patient that I'm trying to delete the Prophy recall for (I'm using a different recall type for edentulous). When I click the delete button I get the "Delete Recall?" prompt, click OK but it's still th...

atd

2) For patients that will not be seen by hygiene, denture patients for example, should we disable the recall? To handle edentulous patients, I setup a separate recall type called "Edentulous" and under the recall setup selected it to show on the recall list. I added additional exam codes just to be...

atd

When I run a user query and want to print the results, part of the first column is cutoff on the printout. I've tried using different printers and get the same result. It seems the left margin is too small and the printers can't print that far to the left. Is there a setting somewhere I need to chan...

atd

I think I've recreated the problem. If you change your entry status to Complete and add items, it uses the primary provider instead of the scheduled provider. Then when you go to attach those procedures to the already completed appointment, it doesn't change the provider since the procedure is alrea...

atd

This came back to haunt me again today. Was running month-end reports and a writeoff showed up (by procedure date) for a provider that didn't work in January. It was because of this problem I had 2 weeks ago with the treating provider not getting updated properly when the appointment was set complet...

atd

Please comment on which of the above improvements would be enough to make you feel like you had not lost any functionality. Since I haven't upgraded to the new version yet it's hard to comment in a meaningful way on what to change. But #2, 3 and 6 sound really good. In the old Auto Notes I always w...

atd

It's in an inconsistent state. It's not designed to be "sent" with payments attached. It almost works as expected though. The claim calculations are all correct, it's just the patient balance calculation that is off. Seems like it wouldn't be too difficult to correct, but I could be wrong. I tried ...

atd

Also, it doesn't seem that one can skip over a prompt if it isn't indicated. In the old auto notes you could pick and choose which items you wanted to fill in and in what order. If you didn't fill in a text box then that section was skipped - this worked really well for our exam auto notes because ...

atd

I have a situation where a couple of insurance companies have underpaid us for services. The issue is being resolved, so I am expecting an additional payment on the same claims and don't know how to enter this all properly. Here's what I've done so far and the problems I'm having. - The insurance co...

atd

I'm on 6.2.12. Sorry I forgot to list that.

atd

Just checking on the status of this issue. Since we have multiple providers using multiple operatories we're assigning providers to operatories using the Setup->Schedules rather than Setup->Operatories. Today I have 2 hygienists scheduled. The patient ended up being moved from one hygiene chair to t...

atd

Dentist A is setup as the default provider for the patient. Dentist A did the exam and the treatment planned procedures are assigned to Dentist A. Patient was then scheduled with Dentist B for treatment. When the appointment was set complete not all of the procedures were changed to Dentist B. I ver...

atd

For us, finding the right way to setup and enter progress notes information has been by far the most challenging part of switching to Open Dental. We're using a combination of auto notes, default procedure notes and quick paste notes to try and make it faster, but the notes are in too many places an...

atd

I don't know if the new recall changes will impact this or not, but I wanted to mention it since we're doing things a bit differently. We provide services in nursing homes with mobile equipment, so our scheduling process is different that a typical practice. When we get new patient paperwork in the ...

atd

The only reason I need the check date is that we receive quarterly lump sum payments from multiple health plans, which is calculated as a percentage of what they paid us the previous quarter. I always do my own calculations to make sure we are receiving the correct amount, therefore I query the data...

atd

As I'm closing 2008 I'm thinking about this payment date again. If we use the check date as the payment date, won't some payments we receive in 2009 look like they were posted in 2008? The production & income reports are showing income payments posting on weekends, probably because I'm using the che...

atd

I think you have to turn on the Hospital features under Setup->Easy Options. Then the Admit Date (and Ward) fields will show on the bottom left of the patient edit window.

atd

Perfect, thanks for your help.

atd

I'm trying to figure out a query similar to the planned appt tracker list. The difference is that I'm subtotalling the planned appointments, with specific Unscheduled statuses, for each public health site. What I'm missing is how to exclude the planned appointments that are already scheduled. I'm su...

atd

There's a problem with how our e-claims file is being generated using the clinics feature. In the practice setup under billing address I have the "Use on claims" box un checked because I want the individual clinic address to be sent under both the billing provider and treating provider addresses. Pa...

atd

This may be a stupid question, but which date do you enter in the payment date field for both insurance and patient checks? The manual says to use the check date for patient payments, but says to use the entry date for insurance checks. Just wondering what the reasoning is for them being different. ...

atd

Yes, that's what we do. A dummy provider for the group NPI is set as the default billing provider in the practice and/or clinic setup. Only thing I found is that it requires a state license # - but I just use 0 and it works.

atd

Under Setup->Modules, in the Account Module section, what does checking the box "Default to all types of statements printing in intermingled mode" do? I didn't see it in the manual.

Thanks!

atd

This is already a feature. Go to the "Show" tab of the Chart. Select the tooth (or multiple teeth) and then check the "Selected Teeth" box.

atd

Technically they are Medicaid insurance plans, but I'm not using the Medicaid/Flat Copay plan type in Open Dental. I've set them up as PPO plans with 100% coverage because I needed to be able to report on the writeoffs and have more flexibility with what procedures/categories were not covered (i.e. ...

atd

I agree that secondary insurance estimates are complicated - but that's why it would be better to have the computer do the calculations than humans! :) I don't expect it will be accurate 100% of the time, but I think it could be significantly improved. In a typical year we send over 2,000 secondary ...

atd

Yes, we are attaching procedures to appointments - so the provider that completes the procedures is correct. But with the large number of providers we have in our practice we find it important to know who did the treatment plan for the patient. Perhaps that could be added as a field in the saved tre...

atd

I'm having a problem with the correct provider being set to treatment planned items. When a patient is scheduled for an exam with a specific provider I expected the items entered that day would be assigned to that scheduled provider. It seems that it's always using whomever is setup as the default p...

atd

Yes, it is painful! I wasn't the one that was requesting this particular report, so I don't know if the ones that did do accrual accounting also. I chose to setup my Medicaid plans as PPO instead - and this was one of the main reasons, needing those writeoff amounts. While we're on the topic though,...

atd

Our secondary insurance estimates are not calculating the way I expect them to. It doesn't seem to be coordinating benefits from the primary insurance, and also does not calculate writeoffs correctly. Here are a couple of examples: The primary insurance is a PPO plan (MetLife) and the secondary is a...

atd

As a nonprofit we have to use accrual accounting. So not every dental office operates on a cash basis.

atd

I'll consider it fixed then. I'm on version 6.1.8 but it was a couple of weeks ago the last time I had the problem, and I've probably upgraded since then.

atd

I've experienced this problem also - it's hard to duplicate but it has happened on more than one occasion. After dragging to the schedule it seemed to be hovering on the schedule but not really in a specific appointment slot (a little off to the side). And the planned appointment was still sitting o...

atd

Yes, that would work great.

atd

The workaround I posted below which I thought would work does not. Setting a cutoff date excludes those procedures from showing on the statement detail, but they are still reflected in the total statement balance. Also, if a payment came in after the cutoff date it is not included in either the deta...

atd

Is there a way to see the queries behind the built-in Reports? I want to create my own queries with some modifications to the existing reports and was hoping not to start from scratch. I have a Visual C# editor installed on my machine but I'm not familiar with the program code, so if someone could p...

atd

I don't know if this problem I had is related to this post or not. Here's the problem I had... I dropped an insurance plan, added the new one and then needed to send the claim to the new insurance. The claim had already been created and sent under the old insurance so I deleted that claim first. Pro...

atd

I think you can accomplish this by editing the 4BW recall type. Add the FMX as one of the "Procedures that trigger this recall type".

atd

I had a situation where a dentist and a hygienist both had a patient's chart displayed on different computers. The hygienist entered procedure notes, then the dentist went to add something to the notes - but the hygiene notes were not there and when he saved his notes, her notes were gone when she l...

atd

Can't you just uncheck the box in the billing options window for including accounts with new procedures? I did more testing and found that unchecking that box doesn't solve the problem for me. New patients that have never received a statement will still be included. Also, if the patient has a legit...

atd

We create the claims before the pt even walks out of the tx room, then you never have to worry about it (and have the indicator on appointments show up when claims need to be created, and that way they are done right away) I guess I don't feel comfortable having our clinic staff creating claims - I...

atd

I'm having a billing problem and thought I'd ask for advice before putting in a feature request, in case I'm doing something wrong. Procedures that show up on the "Procedures not billed to insurance" report are also triggering statements for patients. Shouldn't those procedures be excluded from pati...

atd

I'm on version 6.0.4. I don't know how to turn on debug mode, so I doubt that I am.

atd

I just ran across another problem with payment edits. Payment amounts can be edited even after a payment is attached to a deposit slip. Here's how it happened... I didn't understand how the "Pay" button on the payment edit window worked - I clicked it because I didn't like the way the payment had au...

atd

The payment wasn't listed in the guarantor's account because the check was only applied to the patient - so the only place I could edit it was from the patient account, which then caused the switch. This will be a common scenario for us because most of our patients are nursing home residents who hav...

atd

We've only been using Open Dental for a month now, but I have had multiple users request increasing the font size - especially for the procedure notes. We're using laptops since we're a mobile program, so getting a larger monitor isn't an option. Some of the laptops we have use widescreen higher res...

atd

I don't know if I did something wrong or if this is a bug. I entered a payment under the guarantor who wrote the check and applied it to the family member that had the balance. Everything looked correct - the payment showed under the patient's account but indicated that it was paid by the guarantor....

atd

Yes, I'm sure - I just checked again. For the same date range writeoffs show on the Individual Claims version, but the Group by Carrier report shows $0. Perhaps it's on version 6.0.4 instead? I'm running v6.0.3. I also need to be able to run the report by individual clinic. Could either a clinic and...

atd

The bug tracker shows this was fixed in version 6.0.3, but it still isn't working for me.

6.0.3(beta) Released 9/28/2008
6.0.3(beta)(foreign) Released 9/28/2008
PPO Writeoff report, option for procedure date, group by carrier, was not using procedure date.

atd

I'll add it to the feature request list and then we can both vote for it.

atd

I have the "Apply changes to all identical insurance plans" checked by default since most of the plans we bill are Medicaid and have the same benefits for every patient. I double-checked both plans and did not see any difference between them. Could it be something with the existing-other denture pro...

atd

I'm printing the PPO Writeoff report using the option to show insurance writeoffs using the procedure date instead of the insurance payment date. If I choose the "Individual Claims" report it works correctly. If I choose the "Group by Carrier" option it's not using the procedure date - it appears to...

atd

Not sure about #5, but I can help you with #4 without using a query, which may also make #1-3 easier. 1) Turn on the Public Health features under the Easy Options. 2) Add a Site under the Lists->Sites. 3) Assign each of the residents to that Site in the edit patient window in the Public Health secti...

atd

I have a couple of questions about how the insurance estimates are calculated for preauths. Here's my setup: I have 2 patients on the same insurance plan. The insurance is a Medicaid plan - but I have it setup as a PPO plan with a fee schedule and most categories at 100%, a couple at 0%. My treatmen...

atd

I assumed that since all new appointments automatically get set to "Not Called" the same would happen with rescheduled appointments. I can't see any reason that you'd want the status to remain "Confirmed". Does anyone else have problems with this? Or do you just train your staff to manually change it?

atd

Never mind, I figured it out. I need to use the site table now.

atd

My queries that included what used to be the "school" table (patient.Gradeschool FK to school.SchoolName) no longer work. I know changes were made to the school table, but I don't know the details. Is there current database documentation? I could only find version 5.6 which didn't include these chan...

atd

The original appointment had a status of "confirmed". After breaking the appointment, sending to the unscheduled list and later rescheduling the appointment, the "confirmed" status carried over to the new appointment. It should have been automatically reset to "Not Called" when it was sent to the un...

atd

1) I have the default billing dentist set to our clinic name with it's own NPI#. We are a non-profit and are not owned by any dentist that works here, so we have always submitted our claims under the clinic Tax ID and NPI # in our old system. Every time I create a new claim in Open Dental it tells m...

atd

I'm not sure if this is a bug or not. From the family module I clicked "Add" to add a new family member to an existing family. I didn't enter anything and clicked "Cancel" on the patient edit window - I expected nothing would be saved. Instead there was a new family member added with a status of "de...

atd

I'm having the same problem. But it's not just when you move to another operatory, it's happening to me when I just move an appointment to a different time on the same day in the same operatory. This chair is not always hygiene, and is not always with the same doctor, so I can't setup my operatories...

atd

This was one of the reasons I setup our Medicaid plans as PPO plans instead of using the Medicaid/Flat Copay type. Having everything set as 100% coverage without the ability specify when individual procedures were not covered (and charge the full fee) didn't work for us. Perhaps you could do the sam...

atd

Yes, setting a procedure complete from the chart module works. But when trying to do the same to an appointment from the chart nothing happens.

atd

I've noticed that you can right click on the appointment in the chart and a drop down windows opens which has "set complete" as an option, but when you click set complete on an appointment from the chart nothing happens? I'm quoting from a different topic from awhile ago as I ran across the same pr...

atd

RDP is much improved in Windows 2008 Server. You don't have to deal with having 2 desktops, you can use TS RemoteApp and it appears as if the program is running locally. If you have .NET 3.0 on the client and use RDP 6.1 printing isn't a problem - all printers installed on the client show up without...

atd

Thanks, we'll do that.

atd

One of the things that we frequently report on as a non-profit is patient visits . I've looked around and haven't found anything in the forum or user manual about how to report on this. Does anyone have a query for this already? If not, should I be searching for appointments with a status of Complet...

atd

It would be used for the room number in a nursing home or assisted living facility.

atd

Is there any chance that "Ward" could be changed to "Room#"? Or could a second field be added for Room# in the Hospital Features? I was going to simply add it as a custom patient field, but I need it to show up on the "Print Day for Hospital" report.

Thanks

atd

Do you have an e-mail address entered in that referral record? Double-click the referral in the "Referrals Attached" window, then click on the "Edit Referral" button to check.

I have a related question. Is sending e-mail via Open Dental HIPAA compliant? Don't the e-mails need to be encrypted?

atd

1) I'd be glad to share my database - just let me know what I need to do. 2) But what if I wanted to do the reverse? Let's say I wanted to move a procedure to a hidden category - I can't do that, I have to go unhide the category first to make it an option to move to. Or what if I just wanted to view...

atd

1) When trying to compare 3 fee schedules in the procedure codes window I get the following unhandled exception. "The SELECT would examine more than MAX_JOIN_SIZE rows; check your WHERE and use SET SQL_BIG_SELECTS=1 or SET SQL_MAX_JOIN_SIZE=# if the SELECT is okay." If I click Continue it will only ...

atd

We also have multiple clinics and need to be able to run separate financial reports for each clinic. Thanks for bringing this up, I didn't realize we'd have to attach every adjustment to a procedure in order to track this correctly. Perhaps having a clinic choice for adjustments would be a solution?

atd

I did more testing and found that if there are e-mails, lab cases or tasks in with the Progress Notes then it includes all of them no matter what date of service your printing for. If those things are not in the chart, then it works just fine. Can you try testing that?

atd · Re: Printing a progress note for one day Version 5.6.30 Thanks!

Version 5.6.30

Thanks!

atd

Thanks, I didn't know that was part of the Hospital features. One more question... I tried right-clicking on the day I wanted and choosing "Print Day for Hospital" and it printed 4 lines for 3 different dates of service (not the one I chose) and didn't include any procedures, just e-mails and lab ca...

atd

Is there way to print a progress note for just one day? We treat patients in nursing homes and have to leave a copy with nursing staff for their medical chart at the facility. I tried the right-click "Print Progress Notes..." function but it printed everything, not just what I had selected. Could a ...

atd

You're right, we wouldn't want to overlook a patient that might have been seen at a different clinic and end up with a duplicate. In our situation the clinics are hundreds of miles apart so it would be rare, but for others it might be more of an issue. I guess I was thinking of the clinic choice as ...

atd

It would be nice if the clinic the patient was assigned to was clearly visible from any module - but most importantly the Family and Account modules. It would also be helpful to add it as a search field in the "Select Patient" window, or at least as a column in that list.

atd

I couldn't agree more. Having to use the mouse all of the time is hard on the arm and it's much faster to use a keyboard shortcut than mousing over to something and clicking. Being able to switch between modules using a shortcut would be great (i.e. ctrl-1 for Appts, ctrl-2 for Family, etc.). Also, ...

atd

How do I enter a an insurance payment if a portion of the payment was made in error and needs to be refunded? Do I attach that part of the payment to a dummy account? I'm thinking of situations where they pay twice on the same procedure or where they payment should have gone to a different office, e...

atd

In the Previous Version notes it lists the following bug fix: 5.5.16 Released 3/23/2008 When creating deposit, check entered for a specific clinic was not showing up when "all" was chosen It appears to be fixed for Insurance Payments, but it still seems to be a problem for Patient Payments. I'm runn...

atd

I agree that there needs to be a place on the preauth to enter the authorization number after it comes back approved. How are others currently keeping track of the approval #? Are you putting it somewhere else and copying to the claim preauth field when creating the claim? How do you catch it so the...

atd

Thank you, I made the changes you suggested. I have a couple of more questions about this though: 1) If the fee schedule amount ends up being incorrect (sometimes they change), how do you fix it so it doesn't affect the patient balance for services already entered? For example, if I enter a payment ...

atd

I'm trying to setup a Medicaid insurance plan. I have the fee schedule entered and do not want the difference between the insurance estimate and the full fee to show on the patient's balance since it will be written off. The instructions in the user manual say to do the following: 1) Set Plan Type t...

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