Where can I see if they are on a calendar or fiscal year ?

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mzrdmd
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Where can I see if they are on a calendar or fiscal year ?

Post by mzrdmd » Wed Sep 17, 2008 7:41 am

Maybe I'm missing it, but I can't seem to see this in an easy place.

Currently, I am going to family, clicking on their coverage percentages, clicking "Edit Benefits", and THEN I can see if the box for calendar year is checked or not.

Is this info in a more easily accessible place ?

Thanks,

Mike
Jordan Sparks ROCKS !

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jordansparks
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Re: Where can I see if they are on a calendar or fiscal year ?

Post by jordansparks » Wed Sep 17, 2008 1:56 pm

You don't have to go all the way into the edit benefits window. It's clearly shown in the ins plan window in the benefits grid. We don't yet have it showing in the main module unless you happen to have entered an exam or xray frequency. Then, it would show on that row.
Jordan Sparks, DMD
http://www.opendental.com

mzrdmd
Posts: 117
Joined: Tue Jun 26, 2007 8:28 pm
Location: Johnstown, PA

Re: Where can I see if they are on a calendar or fiscal year ?

Post by mzrdmd » Wed Nov 05, 2008 5:08 am

Jordan, I can't find it. Can you post a screen shot with an idiot's arrow pointing to it for me ? The only other thing that I can think of is that my version doesn't have it. I am running 5.6.14.0. I will be updating soon, maybe even today, but I can't find it on my insurance benefits screen.

Thanks,

Mike
Jordan Sparks ROCKS !

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jordansparks
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Re: Where can I see if they are on a calendar or fiscal year ?

Post by jordansparks » Wed Nov 05, 2008 3:31 pm

http://www.open-dent.com/manual/insplan.html
Look in the Benefit Information table at the lower right. Look at the column called "Time Period", second from right.
Jordan Sparks, DMD
http://www.opendental.com

mzrdmd
Posts: 117
Joined: Tue Jun 26, 2007 8:28 pm
Location: Johnstown, PA

Re: Where can I see if they are on a calendar or fiscal year ?

Post by mzrdmd » Thu Nov 06, 2008 8:59 am

Thanks, Jordan. Man, I feel like an IDIOT ! It was right there all this time. DUH !

Any chance of it being shown in the "Family" screen where it lists the coverage percentages any time soon ?

Thanks,

Mike
Jordan Sparks ROCKS !

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jordansparks
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Re: Where can I see if they are on a calendar or fiscal year ?

Post by jordansparks » Thu Nov 06, 2008 6:15 pm

You could put that in as a request.
Jordan Sparks, DMD
http://www.opendental.com

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