Open Dental

fishdrzig

Is the box under the chart part of the audit trail? What I mean is if I add some notes there and remove them, add others and remove them, is it tracked somewhere? I like to add some personal information about patients there, some nice, some not so nice....... Thanks

fishdrzig

How about the use of the Trojan program for the insurance benefits, this is what I was more interested in? Thanks

fishdrzig

Bill
Are you out there?

fishdrzig

Got it, thanks, works just fine

fishdrzig

This may be a bug
I have entered a consent form in Sheets, but it won't come up under Letters when I choose a patient to print out the consent form. It is is Sheets, but not in Letters? What do you think?

fishdrzig

Sorry the request feature is #861

fishdrzig

For anyone who cares, I spent the better part of yesterday switching most of my documents in Letter Merge to Letter via Sheets on some downloaded Word letterhead. It takes time even to copy and tweak. Looks nice though. Some of the documents I have to still use with Merge because these documents are...

fishdrzig

So far, I am having the same frustrations. I think the idea of Sheets is a good one, just seems to be a primitive version of Microsoft Word. Makes one appreciate what Microsoft Word can do for us.

fishdrzig

How can I change the Output field in Sheets from Today.Date to just the Date, I don't want my letters to show the day, just need the date?

fishdrzig

Ok, I have some time this morning so I am going to be all over this Sheets thing. I am trying to center something, however, I don't know what the center number of a sheets document is so doing it by eye is trial and error. Does anyone know the exact middle number? Is it possible to use it like micro...

fishdrzig

I can't remember if I asked this before.
Is it possible to copy and paste a document I have set up in letter merge to Sheets so when the document is printed from Sheets, it is saved in total so I can view what document I sent the patient?

fishdrzig

Thanks for asking.
1. Well, I guess what I need to know is if it works seamlessly with OD or are there bugs?
2. Is it worth the money?

I guess just your experience with it, thanks

fishdrzig

Any offices using this with OD?

fishdrzig

Got it, thanks

fishdrzig

I met with the Care Credit rep yesterday for a training session. She suggested that we enter a category into our software that would show how much treatment/payments are being utilized by Care Credit, similar to how we can track Visa, MC, Discover etc.... Does anyone know how to do this? Which repor...

fishdrzig

I have the same feeling sometimes. When I was using MOGO, I would call and they would say we will let management know about it, but it was just a way to allow us to forget about it. The feature request may be sort of the same thing. Not that I blame the management, you can't obviously grant every re...

fishdrzig

Do a search, someone had posted a nice list of icons to download and use, I think it was Jorge, but not sure.

fishdrzig

That makes sense, how about when I enter them, is there a check box somewhere that says emergency? Maybe default to a different color on the appointment sheet?

fishdrzig

I am covering for another dentist, have a patient coming in and just want to enter her as an emergency patient. How would/do you do it? Thanks

fishdrzig

"risk creating a second chart" It would be a nice feature to have OD recognize the name being typed in as already being present and prompt the user to use the existing information for the patient or change it. I know, feature request, feature request, feature request = no more points left to vote wi...

fishdrzig

Has this been fixed yet? I would like to purchase Trojan, but only if it is working properly with OD.
Those of you who are using or have used Trojan, any problems with working with OD? Thanks

fishdrzig

For my office, anyone who is deceased, in collections, transferred, moved etc. We classify as Archived
Any patient that has not been in for a while, may be at college lost contact with, we classify as Inactive
Hope this helps

fishdrzig

Sparkly

Could you post your setup for the envelopes from the Letter Merge, it would be very helpful. Thanks

fishdrzig

I clicked a patient chart to make the chart graphics BIG, how do I get it back to normal? Thanks

fishdrzig

How often and when should this report be run? We have yet to run one since we signed up, about 5 months ago.
What is the exact purpose of this report again? Thanks for the help

fishdrzig

Does anyone know the cost to sign up with Trojan? Thanks

fishdrzig

It may be that the patients were labeled as archived. So they won't show unless you check the box that says show archived.

fishdrzig

Are we able to send an electronic Rx from OD to a pharmacy? I called a couple of local pharmacies for the email address and they said we had to use a software program to do it? Thanks

fishdrzig

Ok, good idea, are we able to erase the drawing later? If so, how? Thanks

fishdrzig

Anyway to make the chart reflect that a patient is in braces?

fishdrzig

If I change an individual billing type from Standard to Precollection or collection, does it also stop the program from generating a bill? Thanks

fishdrzig

Maybe this doesn't belong on this forum, but I will ask anyway. Since I have converted from MOGO to OD, I am using MOGO less and less. What would be the best way to archive MOGO and all its contents prior to removing it from my computers? Thanks

fishdrzig

What purpose does it serve the program to have a billing type as precollection and collection? Does it use these to run specific reports? Thanks

fishdrzig

How can the program be set up to send a specific patient a statement by email?

fishdrzig

In the Appointment module, can names be changed to initials so a patient cannot view the other patient names on a computer monitor? Would be nice for HIPAA reasons.

fishdrzig

Is it possible to view the actual treatment plan proposal prior to printing to make sure it is correct? Thanks

fishdrzig

No problem Jorge, thanks for your help as always.

fishdrzig

Yes, I am on 6.4 already, but just wanted to make sure. It took a long time to do this properly, but is well worth it. Thanks

fishdrzig

While on this update subject, I just finished all my Auto Notes and Medications, if I do update, will I lose everything? Does anyone know? Thanks

fishdrzig

Yes Jordan, you are right, I was in the wrong window. Thanks

fishdrzig

I guess I will need to update to 6.12. to make this work. While on this update subject, I just finished all my Auto Notes and Medications, if I do update, will I lose everything? Does anyone know? Thanks

fishdrzig

Sorry, false alarm, I just saw the EDIT box and all is well

fishdrzig

I was going to setup my Medications list but am unable to paste any notes to this box. All other boxes are ok. I am on ver 6.411, any suggestions? Much easier to just copy and paste from the online Merck to the generic meds box, but can't do it. Thanks

fishdrzig

What is the intended use/difference between Medical Urgent and Medical Summary in the OD program? Thanks

fishdrzig

I thought that was how, but in the Procedure Edit window in v6.411, the box for description stays pink and I am unable to edit? Any suggestions? Thanks

fishdrzig

How can I change the description of a code so it shows up in layman's terms so the patient can understand what we are trying to treatment plan? thanks

fishdrzig

David Wolf

Thanks for the advise, it works great!

fishdrzig

." If they had an exam, then they won't show up on your recall list for another 6 months. 6 months isn't very long, so they won't permanently fall through the cracks. For better tracking, that patient should have a prophy as their planned appointment before they leave." I thought recall wasn't suppo...

fishdrzig

Where would I go in the database to reprint or view it again? Thanks

fishdrzig

When charting, what is the recommended way to put a "watch" on a tooth for incipient decay?

fishdrzig

Is the complete copy saved and if so, where is it saved to?

fishdrzig

Ok, then when a patient is in my chair, how do I let the front desk know how much time I need for a recall without doing it through the planned appointment. In other words, if the computer defaults an adult cleaning to 60min, but I only need 45min next time? Thanks

fishdrzig

We are using the Planned appointment from the Chart module for everything except recall. The reason is because when we set up a planned appointment for lets say 45min Pro, PE, 4BW and the patient walks to the front desk. My receptionist will go to chart, highlight the planned appointment and put in ...

fishdrzig

Is there any plans to add DOB to the internal Referral slip sheet, or do I need to make this a feature request? Thanks

fishdrzig

Jordan

Have you seen my notes

They tend to be lengthy for completeness. Just a suggestion, would be a nice convenience.

fishdrzig

I forgot, how can I make a note about a tooth e.g crack seen on distal marginal ridge? Thanks
I just noticed Jordan is back on the boards----whew

fishdrzig

I do know when the patient receives the check because UCCI sends me a copy of the "EOB" letting us know a check was sent to them. I just do it for my own piece of mind. They do us a favor by prepaying so I want to make sure they get their reimbursement in a timely manor.

fishdrzig

"In cases like this, we close out the claim as soon as it's sent (so after it's e-sent we input 'payment' as $0...write in the Reason Underpaid "Your ins check will arrive to you shortly" or "Payment being sent to patient"). Then when you print the statement/receipt, it shows the patient paid in ful...

fishdrzig

When updating benefits for patients insurance plans, the box for insurance plan notes copies over to anyone with the same plan even though the little check box on the lower right is not activated, why is this?

fishdrzig

What is the best way to handle this circumstance? The patient pays us for treatment on the day of service, the statement reflects a credit because insurance has just been sent and assignment of benefits is to patient. Is there anyway for the statement to just say thanks for the payment, no balance i...

fishdrzig

Just an FYI for those of you setting up AutoNotes. Do not enter any symbols in the Description boxes when filling out the prompts e.g. =,+,/,-- because the program won't recognize it properly and skip over the prompt when trying to compose the note. Not a problem, just an FYI = ask me how I know? A ...

fishdrzig

Could it be possible to be able to add a right mouse click for quick notes in this area?

fishdrzig

Jordan I have had time today to set-up some of the Auto Notes. It is working great, awesome job and timely as well. In my humble opinion, this is a huge advantage having this module in the program. Great job and thanks again. Hopefully you won't mind if we users make any further suggestions as we se...

fishdrzig

Thank you for the enhancement!

fishdrzig

Two more requests for the Auto Notes 1 Is it possible to add a prompt box into one of the answers to choose from? For example: If one is creating a note for anesthesia and the text said "The kind of anesthesia was {prompt for kind of anesthesia} and in the responses for this particular prompt the ch...

fishdrzig

Sorry, I was trying to ask, if I set up recall types as 6months, does OD default to the next appointment for 6months and a day? or do I have to set it up for 6 months and a day?

fishdrzig

Is the default for a prophy patient 6months or 6months and a day?

fishdrzig

I was working on the AutoNotes in the version prior to 6.4.8 and seemed to work but I just updated am now am on v 6.4.8 and it seems like the highligthing and prompt boxes do not work anymore? Just an FYI

fishdrzig

Got it, thanks, that was an easy one

fishdrzig

I would suggest a popup box where we could choose a tooth from a chart with just a mouse click (either permanent or primary). Really all that is needed is just a prompt followed by options that would pop up, could be chosen, and then the next prompt etc... Within the choice also make available the o...

fishdrzig

Is it possible to use the free version of LOGMEIN to do a backup to a home computer?

fishdrzig

I was going to setup autonotes using the "new overhauled" version but will wait and still continue to copy and paste my notes from my MOGO program running in the background. I think Jordan is working on it though.

fishdrzig

How do we enter a patient onto this list?

fishdrzig

Nathan

Could you please test that query and let us know. Much appreciated. Thanks

fishdrzig

Is anyone using this service and if so, what is the cost and is it worth it? Thanks

fishdrzig

I didn't know if this question was asked before but, when we send out statments to patients, is there a way to not include appointment times for everyone. I can understand the need for a walkout statement, but not a payment statement?

fishdrzig

I will be getting a new monitor for my front desk, does OD run better on a wide screen or regular monitor?

fishdrzig

Is there a query I could run to print the year end ledger for a family that has been requesting one from me? They just need a list of the payments made, not 8 pages of statements and appointments. Thanks

fishdrzig

Regarding the Sheets part of the program.
1. Is it possible to have Sheets run a liitle more like Word? e.g. centering, insert merge fields, fill ins etc....
2. How do you know where the center of the page is? I may want to center parts of the letter.

Thanks

fishdrzig

I thought this would be a good thread to start for input to the programmers on how to improve the Auto Notes. First, thank you Jordan for the new text box prompts in ver 6.4. I downloaded this beta version on my home computer because I was anxious to see the Aunto Notes improvement. This is a huge s...

fishdrzig

I know how to scan a document and/or an image. What I need help with is where to scan the referral slip. I can't scan it into sheets directly so where do I put it, and how do I get it into sheets to modify? Thanks

fishdrzig

Still a little confused on this list and the Contact list.
What I need is a list of other dentists I refer to, not patients and to edit the information to include an email address. How do I do this? Thanks

fishdrzig

What is WIKI?

fishdrzig

Has anyone tried the new autonotes since the overhaul? What has changed?

fishdrzig

Got it, thanks

fishdrzig

On the 3D tooth chart, is there a way to show that a wisdom tooth is vertically impacted, i.e. not erupted and up in the bone?

fishdrzig

Is it a problem, when running a backup in OD on the server, to use another computer to do stuff in OD at the same time?

fishdrzig

I read the link, problem solved, I was using LogMeIn and didn't realize it couldn't do the 3D = thanks.

fishdrzig

How would I go about scanning in a referral slip that my OS prefers us to use? Then, how can I tweak it for my liking? Thanks

fishdrzig

I am presently on v 6.2.14 and the tooth chart is missing on all my patients when I run the program, all else is well. Any ideas? Never had this happen before, I even rebooted = still no chart? Thanks for the help

fishdrzig

Can someone recommend a particular statement paper they like to use with OD so I can add some color to the statements, a company name would be great too. Thanks

fishdrzig

I didn't make different codes, just that one button has the crown code only and the other button has both the crown code and the insert code. Very easy to set up and use for the assistant

fishdrzig

The whole business with being able to write clinical notes quickly, completely and effortlessly was almost a deal breaker for me when I decided to switch to OD. Once I figured out I could still use my MOGO notes functionality to cut and paste into OD, then I decided to use OD as my main PM software....

fishdrzig

I upgraded at home to 6.3, read through the Sheets section and have a question. I would like to write a letter to my Oral Surgeon to refer him a patient. How do I do it? His name and address are in my Contact List. What list does he have to be in so the Sheets program will pull in the information au...

fishdrzig

Actually I resolved it this way:
Made one procedure button for crown(existing) which only includes one ADA code and made another for crown(to schedule) which has two codes, including the insert = not to much trouble really

fishdrzig

Why does the crown quick button pull in a crown insert when charting EO crown? Can it be changed?

fishdrzig

Nevermind, I figured it out. Thanks

fishdrzig

Jordan, I know I have done this before, but just can't figure out how to change the paint type

fishdrzig

When a new patient comes in and we are charting them and they have an implant, is there a way to show an implant image on the chart like we can with fillings?

fishdrzig

Jordan Well, you asked for it Below, first find a copy of a typical note copied from MOGO to OD = very legally complete = very fast to do The patient was questioned prior to dental treatment if there has been any changes in their medications, or have they had any recent surgeries? The patient confir...

fishdrzig

Jordan Just got the hang of the letter merge too---oh well---I like it though. Could you possibly add The referral name of a specialist, address, city etc.... to the merge fields for us, it would be nice for envelopes and letters we send to different specialists we do business with. As it is now it ...

fishdrzig

Rick I am a recent user of OD and find it more user friendly for me to still mouse click my notes in my old PM software (MOGO) and then cut and paste into Open Dental. I find this much easier then the auto notes function since I already had everything setup from MOGO and keep it running in the backg...

fishdrzig

Good question, I was wondering the same thing

fishdrzig

Is it possible to pull in a Specialists name, address etc... that you refer to into the Letter Merge as a Merge Field?

fishdrzig

What is the purpose for the Hidden teeth option in the Chart module?

fishdrzig

we have too many durgs spelt wrong

Actually it is "spelled wrong", spelt is some kind of a food product

fishdrzig

I couldn't solve the problem on my own or through the forum so I called them, it took them seconds to fix.

fishdrzig

Well, I simply called the conversion guys and they walked me through it, all fixed.

fishdrzig

I have the registration key and am now in OD, but it says not authorized for backup?

fishdrzig

What is the purpose of the filing code in the insurance plan info screen? What I mean is, how is it tracked by OD and is it important for reports to have it filled in? Thanks

fishdrzig

Well, the boxes for the registration key pops up and won't let me in, so I guess I do

fishdrzig

I want to load OD on another home computer so I can verify my backup, how do I obtain the Registration key?

fishdrzig

We don't use labels and I have letter merge set up for envelopes for patients, how do I set letter merge up for sending a letter to an insurance company and it pulls in the address automatically, or even sending a letter to a specialist? Thanks

fishdrzig

Another interesting issue = when a particular plan doesn't have an annual maximum, and zero is placed in the box, the computer reads it as the patient must pay for the treatment. So I am assuming that a very large # like 100,000 should be placed in there to allow the computer to calculate against so...

fishdrzig

Jordan Thank you for the clarification, I NOW think I understand it. It really wouldn't be too much trouble to set up a copay list since I already have both fee schedules set up and just need to calculate the differences out. I think it is important that the patient's see my standard fees on the tre...

fishdrzig

Jorge
Thank you very much!!!!!

fishdrzig

When I click the box Add generic, I am unable to type anything in there, but if I move up to the top box I am able to type but it duplicates it in the generic box? Is this how it is supposed to work?

fishdrzig

Would someone be so kind as to post their medications list with the necessary notes (precautions) attatched. I know this is asking alot because it must take much time to set it up, but I thought being near Christmas and all ........

Thank you

fishdrzig

Jordan, yes it was me who called last night. This is the only part of OD I find confusing, my eyes "glaze over" as well trying to understand this. I will try again and maybe this will offer some insight = sorry but it is important to get this right for all of us using OD and I have changed a few pla...

fishdrzig

fishdrzig

So any computer that I may want to Print out a letter from Letter Merge needs Word?

fishdrzig

I know it doesn't seem that important, but when a patient is used to seeing another PMS print the statements that way, all we can say is that is the way our new software does it. No problem, just pateints wanted to know

fishdrzig

I am returning to this thread because I was thinking about the "allowed fee" schedule if known. If I am non par with a Delta PPO, but am par with the Delta Premier and I set the plan to the Delta Premier fee schedule and then the allowed fee schedule if this patient is with the PPO delta, what advan...

fishdrzig

Maybe this is for a feature request but when printing a walkout statement for a patient with a family, the next appointments to print out but are not in any kind of order. Is there a way to have it come out with the next family member scheduled next to be at the top and the last scheduled one to be ...

fishdrzig

I have been entering my letters that need fill-ins, dollar amounts, more than one page etc.... into the Server that has Word 2007 installed on it. None of my workstations have Word, but have Open Office. Will I be able to use the letter merge function from the workstations or do I need Word installe...

fishdrzig

Anybody?

fishdrzig

So, I should enter (into the patient information screen) Mr. and (patients last name) in order for this to work properly?

fishdrzig

Is there a way to get the estimated payment pending (have an amount entered in) when the statement is given to the patient? The estimated write off is on there accurately. Thanks

fishdrzig

Would it be possible to add "ZOOM IN" on the Incomplete procedure notes report and the routing slip reports?

fishdrzig

I would like to use a Microsoft Word stationary that I downloaded, can someone clue me in on how to set that up to work with quick letters and/or letter merge? Thanks

fishdrzig

Any idea why the salutation in quick letters only pulls in Mr. and Mrs. and not the last name?

fishdrzig

Can't seem to get an answer from tech support on this one I have all my procedure codes marked XXXX depending on how much time I need. I have none marked \. When I go to add a procedure to an appointment, the boxes sometimes get colored in and sometimes do not. This causes a problem when attempting ...

fishdrzig

Now that I have downloaded the dotNet to my server, how can I get it running on each workstation?
And, besides the feature request, what other programs does it run in OD?

fishdrzig

I was talking to my Patterson rep yesterday and he was asking me when I will be converting to EagleSoft. I told him I have just converted to OD, he was shocked and said he "never heard of them" -- a likely story, but did ask me how many users there are. I said I had no idea but would ask. Any number...

fishdrzig

In the edit pop up screen, if I click none, will this keep this pop up on this patient permanently? I am trying to keep a popup forever on some patients and was wondering if this will do it?

fishdrzig

Is it more prudent for a category %, standard fee schedule plan to check the box "claims show UCR fee, not billed fee"? Can this be set globally or does each patient have to have the box checked individually? Thanks

fishdrzig

Sorry, me again on the insurance thing

Could somone explain to me again when a plan would be set up as Category % and when one would be set up as PPO % and the difference in both. Thanks again

fishdrzig

Nevermind, I am a stooge, I just figured out all I need to do is scroll down a little more = how embarrassing

fishdrzig

Well, I thought I had this all figured out. I entered all the fee schedules needed, then when I went to the Edit Insurance plan window, the option for "Carrier allowed amounts" was not accesible? So how can I attatch an allowed fee schedule to a plan that also has a normal fee schedule? Thanks

fishdrzig

Is it possible to disable the checked box for Generic Substitution Permitted?
When printing the Rx, is it possible to make the Rx larger by default? Thanks

fishdrzig

Where can you check to see which version you are on?

fishdrzig

Thank you, that was the problem

fishdrzig

Ok, the conversion guys converted my data and I am entering all the set up stuff. I am in the recall type setup section and when I want to enter the codes D4910, D4342 and D0210 to the triggers, the program can't find them even though it says that code already exists. Where do they exist, then, so I...

fishdrzig

Why does the Search engine in the Appts module give back a time that already has someone scheduled in the slot we requested to be open? Doesn't happen in every available suggested time, but on some of them.

fishdrzig

Ok, I see how to do this now. I didn't realize the frequency could be changed per patient from the Family module. Thank you

fishdrzig

How could you set this scenerio up in recall types?

Perio 3mon recall
Perio 4mon recall
4BW every two years
4BW every year
FMX every 3 years = some people have coverage for this

fishdrzig

I just downloaded the new Trial, thanks for the timely response.
What is the purpose of the Chart Draw function?

fishdrzig

Is anyone using the credit card Processor VITAL to process credit cards? I am presently with MOGO and use this with their software. The merchant is Lasalle, which was formerally AAMS. It would be much easier for me to continue with the same merchant, when I called them they said that as long as OD w...

fishdrzig

Yea, your math is correct. I actually ordered 4 x 2gb and will install that before the conversion, I reckon that will help.

fishdrzig

I like that idea, Jordan. If I have to go that route, I will but ...... I just realized that my server has only 512mb of memory and is running both MOGO and OD trial at the same time. I just ran CCleaner and it cleaned alot of crap. I was thinking of adding 1Gb each to the two available slots for a ...

fishdrzig

Can someone recommend a good computer upgrade to set up as the Server for my Peer to peer. I like Dell products. Is a RAID 1 necessary and/or recommended? Thanks

fishdrzig

On the "Time locked" box that can be checked, is it patient specific or not. I mean if I want one patient to have a 60min pro and another 45 min, if I check the box will it stay that way for that particular patient. Is there anyway to may time = zero for a procedure, or does it always default to 10m...

fishdrzig

For those of you "in the know", how difficult is it to buy a newer, faster, more memory computer and transfer everything from one computer to the other? I have been thinking about doing this for a while now and since I will be converting to OD soon, having both MOGO and OD on my computers together r...

fishdrzig

Thank you Jorge---for all your advice---much appreciated, maybe I can help someone new to OD in the future also.

fishdrzig

Which reports from OD are typically recommended to run at the close of the day?

fishdrzig

I am assuming that there is a setup somewhere to make /=zero because I think the program defaults to 10min even with one /

fishdrzig

I will be converting in two weeks, does anyone know what version I will be converted to? and the updated manual for this version? Thanks

fishdrzig

Sorry, I guess I should have asked are there any good programs online I can import from?

fishdrzig

How can you get a little image to add to a procedure, like the amalgam, composite, Root canal etc.... that are already in OD? Any ideas? It might be fun

fishdrzig

If this option is checked in the Recall Setup section, what exactly does the computer program do?

fishdrzig

In the edit procedure code section, can a time be set to zero so, for example if a code of Periodic exam 15min, child prophy 15min, child flo=zero minutes. This way any child pro visit can be kept to 30min by default?

fishdrzig

I assume it can also be setup as X=15min. How about time for a hygienist?

fishdrzig

Jorge One of the uses we give to the allowed schedules is with Delta. I'm a Delta Premier provider and I decided not to sign up with Delta PPO. So all those Delta plans that are PPO are defined with my Delta Premier fees as the Fee Schedule and the Delta PPO fees as the Allowed fee Schedule. The pat...

fishdrzig

Ok, was just curious. Thanks Is there a section somewhere on the website that says what improvements have been added since 5.7 version?

fishdrzig

Jorge
That is exactly what I was talking about. I only par with Delta Premier, all other Delta non-par. I only par with United Concordia National Fee for Service, all other non par. So I guess, if I set the fee schedule the way you say, then all estimates will be known ahead of time? Thanks

fishdrzig

I can't stress enough that treatment plans need to be done ahead of time. Nobody should ever be entering treatment from the appointment window. Yet people insist on doing it, so it is now possible. That doesn't mean I think it's a good idea to make it more efficient. I don't disagree, but ocassional...

fishdrzig

Ok, in the recall setup, what does the //XX mean?

fishdrzig

Advanced usage "allowed": An allowed Fee Schedule can be used to get more accurate estimates. If you know the UCR fees for a plan but you are not contractually obligated to follow them, then you can use the allowed fee schedule in addition to the regular fee schedule for the plan. What if you are co...

fishdrzig

Category Percentage This is used for traditional percentage insurance plans. This was taken out of the manual directly. Could someone explain this in more detail. I am assuming this is the fee schedule used when an office does not participate with the carrier, charges their usual fee, the Insurance ...

fishdrzig

What version is the Trial running on?

fishdrzig

The appointments that are stacked in the pinboards seem to be the problem. The first will be dropped fine it's the next one that won't release properly.

fishdrzig

Is there anyway to edit a procedure from the Appointment screen. When I double click on the appointment, it brings up the edit appointment screen, but not the edit procedure screen---any tips here? Thank you

fishdrzig

If a patient calls, and I go to Create New Appointment for that patient, if there is nothing in the treatment plan scheduled, but they want wisdom teeth removed (as an example), how do I go directly to the procedure code list from there to schedule it? Or do I first have to go to Chart an enter it a...

fishdrzig

What is the best way to utilize the Search button on the appointment window when trying to find a specific time and day for a patient. For example, patient needs an appointment is 6 months only on a Tuesday after 1pm, but before 4:30pm. Is there a quick way to find this with the Search function?

fishdrzig

All of my staff in the trial version are having an issue with an appointment not releasing when dragged off the pinboard onto an appointment time. When this happens, what should we do? Thanks

fishdrzig

I am aware that procedues can be set complete by right clicking on the procedure from the Chart module or can click procedures complete from the Appointment module by clicking the appointment complete button. Is there any advantage to using one over the other? Thanks

fishdrzig

I have downloaded openoffice to all the computers, but apparently I still need to download Microsoft Word to the computer(s) I will be using for the letter merge function. -----

fishdrzig

How can I set up fee schedules? I am still in the trial version and wanted to practice but there is not a category for Fee Schedule under Setup in the Main Mene option like the manual says?

fishdrzig

Since I have to purchase Microsoft Word, I was wondering if Word would do the same thing as the link you gave me?

fishdrzig

Great, thanks

fishdrzig

I don't think you need to put this on the e-claim. Why would you do that? I do that because legally I have to report what I charged the patient, otherwise it could be construed as fraud. The insurance company expects you to give them the same discount, otherwise you are misrepresenting your fees to ...

fishdrzig

Can you give me a link as to where to get this PDF printer? Thanks

fishdrzig

Thanks for the info, I got it figured out now, except for one thing. How do I attatch patient notes and charts to an email to send to someone?

fishdrzig

I don't participate with a certain Insurance companies lower fees plan, but do par with others of the same insurance co. For the one plan I don't par with, the patient pays in full and assignment of benefits go to the patient, what fee schedule would be best for this arrangement? I give a prepayment...

fishdrzig

I participate with only two insurance company plans, therefore, the insurance company dictates what I can charge and I eat the rest (so to speak). What is the best fee schedule type to set up for such an arrangement? Thanks

fishdrzig

The email button is greyed out in the trial version, so I cannot do what you suggest. Just wanted to know that it will be working in the full version.

fishdrzig

Is it possible for me to enable that "hidden" button or not? If not, then how do you suggest attatching a chart or FMX from a patients file in OD to an email to send out? Thanks

fishdrzig

As an example, I now have Outlook express set up and ready for OD. How can I attatch a chart or FMX from OD to an email to send to another Dr. ??

fishdrzig

Is it possible to print the next appointment date on a receipt?

Can OD be setup so when an EOB is posted and there remains a balance, a bill automatically gets generated and sent the same day, or at least on the next daily aging day?

thanks

fishdrzig

How is setting up the appointment rule helpful to scheduling and has anyone actually set it up to use?

fishdrzig

What exactly is the anesthetic medications used for in the setup screen in the Main menu?

fishdrzig

I have read the help section but am having trouble finding how to set a note to a procedure code. I want to practice in the trial version so I can set them up faster when going live. Any help would be apreciated. Thanks

fishdrzig

Does the letter Merge feature work with OpenOffice or still with Word only?

fishdrzig

Actually, my frontdesk saw many credits on the accounts transferred in the trial. She figured out that anything that was treatment planned in the account (transaction screen) of MOGO had an estimated insurance adjustment and that was making OD interpret it as a credit. No problem though, we got rid ...

fishdrzig

So use outlook and copy/paste into comm log for patients?

fishdrzig

Got it, thanks for the tip

fishdrzig

Sorry, still comparing OD to MOGO, cause MOGO is all I know, but is there anyway to clean up the account screen. I mean once procedures have been paid, can all the links to insurance, patient pay, etc... be taken off the account screen so it looks less cluttered? In MOGO, there is a feature called t...

fishdrzig

Is anyone using another credit card merchant besides Xcharge with OD? I ask only because it would be much more simple to keep the one I have.
Or is Xcharge the only one that works with OD?

fishdrzig

How do you all manage your incoming email related to patients then?

fishdrzig

Is OD currently set up to receive email directly? If not, what are the options? Thank you

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