tracking patients by assistants

[enamelrod]

I want to track patients by the assistant who sees them is there a way to do this?

[jordansparks]

You know how to assign assistants to an appointment, right? Are you saying that you instead want to be able to assign an assistant to a patient?

[enamelrod]

yes i am trying to develope a way to follow patients based on the assistant that see them. so i can run reports based on assitants and see which proceedures particular assistants are assistaning on. The thought came up because of my bonus system is based on production, but i realized that certain assistants are never assisting on the bigger cases and are still receiving equal amounts of bonus. so i figured if i can run report based on each assistant it would give me a breakdown of which assistants are doing what amount of production

[jordansparks]

The report you want can be obtained with the current datatable structure. Since assistants are assigned to appointments, just join procs and appts. The tracking is already there. You just need a report.

[enamelrod]

so i have to run a query to do this correct?

[jordansparks]

Right.

[nathansparks]

try something like this, if you want to include writeoffs (as negative production) it gets a little more involved, but really as the assistant has no
control over what insurance the patient has (PPO), including the PPO writeoff will just create tension over who
'gets' the non-PPO appoointments, so this will give you your production to base bonuses off of.
-nathan

/*Production by assistant, ONLY COUNTS production in appointments!*/
SET @FromDate='2009-01-01', @ToDate='2009-01-31' ;/*change dates here*/
SELECT ProcDate,SUM(ProcFee) AS $Production, CONCAT(e.FName, ' ',e.LName) AS Assistant
FROM procedurelog pl
INNER JOIN appointment a ON a.AptNum=pl.AptNum
INNER JOIN employee e ON a.Assistant=e.EmployeeNum
WHERE ProcDate BETWEEN @FromDate AND @ToDate
GROUP BY ProcDate, a.Assistant

[enamelrod]

thansk thats a good start.

[V Suite]

It appears that the assistant can be changed after the appointment is set complete, so assistants can artificially increase their production by changing the procedure to their name (or anyone else can do it for them).

** Indeed many things can be changed about appointments that are already set complete.

There is a security setting to disallow editing appointments but the length can be changed by dragging the lower border by anyone with access to the Appointments Module regardless of whether any of the other Appointment security options are ticked.

** I believe there should be a security setting to disallow editing Completed Appointments just as we can disallow editing completed Procedures, Payments and Adjustments.

That way, double clicking on a Completed Appointment will bring up the message "Not allowed to edit Completed Appointments"

If I'm not mistaken, this may be a relatively easy enhancement to make:
1. Add option in Security
2. Code: When/If existing appointment is double-clicked
2.1 then If allowed to edit appointments
2.1.1 then if appointment is set complete
2.1.1.1 then if allowed to edit complete appointments
2.1.1.1.1 then Open appointment normally
2.1.1.1.2 else show message unable to edit complete appointments, open appointment as unable to edit
2.1.1.2 else (appointment is not set complete) Open appointment normally
2.1.2 else show message unable to edit appointments, open appointment as unable to edit

In addition, ** I suggest OpenDental should also automatically prevent creating or setting complete post-dated or pre-dated appointments (not on the same day).

[jordansparks]

Most feature requests are "relatively easy", but there are about a thousand of them, so we use the voting system to prioritize. The two requests that apply here are:
Security permission to prevent all changes to completed appointments.
and
Security permission to prevent appointment changing ops or length.
The first one would include the second one.
Of course, they are a bit more complicated than your outline would suggest.