Open Dental Forum

mzrdmd

Hey, all!

I have an appointment view set up that shows daily scheduled production, but want it to show only MY production, not the production of the entire office. Is there a way to do this?

Thanks,

Mike

mzrdmd

Sorry I don't know the name of this column, but it is on the far left of the schedule. When the Dr. is busy, it is colored, when the doctor is scheduled in 2 places at the same time, it is colored and crosshatched with black lines, and when the doctor is scheduled in three places at the same time, i...

mzrdmd

I know this is an old thread, but I need some help with this. I work for a group. One of our other offices has OD set up so that there is a block that says "PREMEDICATE" on the appointment of any patient that needs it. This block shows up on the schedule. I can only get it to show the need to premed...

mzrdmd

On the treatment planning screen, what is the "sub" column for?

Some procedures have an X in this box, but most do not. How do I toggle that X?

Thanks,

Mike

mzrdmd

That. Is. Awesome!

Thank you!

mzrdmd

What exactly is a plug in?

Thanks,

Mike

mzrdmd

Nobody? Please, someone, help!!!

Thanks

mzrdmd

Is there a way to set it up so that I can run all of my monthly reports with just a few clicks instead of having to run each one individually ? (Is that what you call a MACRO ?) Also, how can I make the name of the report print at the top of the page ? For example, if I run a report on Adjustments, ...

mzrdmd

I have noticed that when I click on an appointment, the highlight color that comes on around the appointment is usually red, but it is sometimes green. What is the difference, and are there other colors for other reasons that I have not yet noticed? Been using OD for at least 5 years and never notic...

mzrdmd

Setting up operatories for the year. Want to have lunch blocked out at the same time each day. Do I have to go in and do it for every single day, or is there a place where I can enter it once and have it do the whole year ? Also, I only take a half hour on Fridays. Can I set it up differently for di...

mzrdmd

Thanks, Jordan. I just created an adjustment called "Bad debt". Is there a way to generate a report on that ?

Thanks,

Mike

mzrdmd

Is there a query that will show me who I have written off bad debt for, how much, and when ?

I've had it with people stiffing me and getting away with it, and I'm ready to take them to the magistrate.

Thanks,

Mike

mzrdmd

Awesome ! Thank you !

Mike

mzrdmd

I know, sounds stupid, but hear me out. I have a few patients who are in the military reserves. As such, they have coverage through Tricare, which is their primary if they come and see me as a civilian. Since they are reservists, they also have mandated dental care to make them deployable, and that ...

mzrdmd

Thanks, Jorge ! Awesome !

How did you learn so much about OD ?

Mike

mzrdmd

This has happened a few times. I run my procedures not billed to insurance report, then go back and bill them out. Sometimes a procedure is listed in the patient's account as (unsent), yet it HAS been sent. When I double click on it, it says that it is part of a claim and do I really want to edit it...

mzrdmd

It wouldn't let me delete the deposit. I don't remember what the reason was. I just posted an adjustment to the account of -200 with a note that it was transferred to the payment plan. Then I posted a payment to the payment plan, and that was it. Dunno why I didn't think of that sooner ! Thanks for ...

mzrdmd

My FD erroneously applied a payment directly to a patient's account instead of to the payment plan. The patient's wife is the guarantor of the payment plan. His account is now showing a credit of $200, and the payment plan is showing that he did not make the payment. I can't delete the deposit from ...

mzrdmd

Is there a place where I can make and post employee work schedules ?

Thanks,

Mike

mzrdmd

Got it. Thanks !

Mike

mzrdmd

Is there a way to edit the standard options in the adjustment additions and subtractions windows ?

I would like to add "transferred to another family member" and "transferred from another family member", and, unfortunately, I need to add "bad debt".

Thanks,

Mike

mzrdmd

Got it. Thanks, Pruce Dental and Jordan !

Mike

mzrdmd

I've just recently started to dabble with the payment plan feature. I think I must be missing something, but when a patient owes $250, due now, and the patient pays it, do I just enter it as a normal payment or is there a special way it has to be done in the payment plan ? I just entered it as usual...

mzrdmd

No, they weren't blockouts. The data has been recovered via restoration from backup. Just to explain in greater detail, I created a patient named "NOTE". Whenever we need to make a note of something, we "schedule" that patient named "note" in the 4th column, and we type whatever we need to into the ...

mzrdmd

No, the column didn't disappear. Sorry for not being more clear. Let's say I had a list of 20 things there. The top 3 are still there, #'s 4 through 20 are gone. I was editing it, and cut what I thought was only one item, but I evidently cut everything from there and below. When I pasted it where I ...

mzrdmd

My staff and I regularly use a patient named "NOTE" to make notes for ourselves. We put it in the 4th column, and everyone can read whatever needs to be shared, make memos for themselves, etc. I had a huge list of notes to myself, and I was organizing them on paper and lost them all. Is there any wa...

mzrdmd

Thanks, Robert. I did it, and it came back saying that she has only produced $1300 this YEAR. Something's wrong (I hope !). When we schedule hygiene appointments, we check the box that says "Is hygiene (use hygiene color)". Is there anything else that we need to be doing in order for OD to track it ...

mzrdmd · Re: What's new in version 7.8.26.0 ? Done, thanks ! Mike

Done, thanks !

Mike

mzrdmd

Disregard. I contacted MetLife and they explained it. There never was an original check.

Thanks,

Mike

mzrdmd

I just received a check from MetLife stating that a check from MARCH has had payment stopped on it, and there is a replacement check attached. How the heck do I find that check ? I have no EOB attached. All it has is the name of the subscriber. I went to that account, went back to March, but I could...

mzrdmd

OK, so can I do it in 7.8.26, or do I have to update to 7.8.28 ?

Thanks,

Mike

mzrdmd

I've tried running a daysheet and even a report over time for my hygienist, but everything comes back as $0.00. I think maybe I am not indicating things as hygiene procedures, and I need to know this number. When we schedule for her, we check the box that says "is hygiene", and that turns the appoin...

mzrdmd

I don't have an Appt. Procs. button.

I have Ins Pay Fix, Print, Optimize, Check, Fix, and Close.

Thanks,

Mike

mzrdmd

Jordan,

It used to show in my old version, but not now. I tried creating a new schedule view, but I can't find tooth # and surfaces in the list to put them into the appointment view.

Right now, it just says "core" instead of "14-core", for example.

Thanks,

Mike

mzrdmd

Thanks for the responses, I appreciate them. I honestly don't know what version I was running before this one. I have an IT company that does all of my systems stuff for me. Is there any way to show tooth number and surfaces in the appointment view in this latest version ? I've looked in appointment...

mzrdmd

Updated to this version last Friday and have noticed some changes.

What all is new in this version ?

Thanks,

Mike

mzrdmd

I don't know how to use this stuff. Help ?

Thanks,

Mike

mzrdmd

OK, let me rephrase the question.

Where can I go to learn how to write queries ? I don't know anything about programming. Is there a list somewhere that will teach me the basics ?

Thanks,

Mike

mzrdmd

I'm trying to sell my practice, and the potential buyer has requested the following reports. How can I generate them ? active pt list for 3 years recall patients for 2 years seperate emerg visits vs retained for 3 years new patients for 3 years I'm not necessarily asking for someone to write the que...

mzrdmd

How do I run a report that will give me the number of active patients that I have ? Say within the last 2, 2.5, or 3 years ?

Thanks,

Mike

mzrdmd

Please disregard. I found the answer on DentalTown.com. Jordan posted it there about 2 weeks ago.

Thanks,

Mike

mzrdmd

How can I determine a count of each procedure that I have done in the past year ? For example, how can I determine how many one surface posterior composites I did, how many anterior endos, how many routine extractions, etc ? I want to get a list of my most commonly performed procedures so that I can...

mzrdmd

Awesome ! Thank you !

This kind of interaction is one of the reasons why I LOVE OD and this forum !

Mike

mzrdmd

I went to the queries page and selected #252, which is "Treatment planned work totalled by patient with annual ins max, ins used and name of carrier", and I ran the query and exported it to Excel. I now want to use it as a database for a mail merge, but there are no addresses with it ! How can I add...

mzrdmd

Thanks, Jeff. That's what I've been doing.

Does it automatically change the fees for appointments already scheduled and treatment plans already entered ? I sure hope so !

Does it give me the option of NOT updating treatment plans that were entered within the past 3 or 6 months ?

Thanks,

Mike

mzrdmd

What is the easiest way to update my fees ?

I'm not looking to do an across-the-board percentage, but rather set each dollar amount individually.

Thanks,

Mike

mzrdmd

I need a query that will tell me the number of claims that have been paid versus denied for a certain procedure code (or multiple procedure codes that I can type in) by a particular carrier for a particular provider in a specific date range. A certain company is questioning my diagnoses and denying ...

mzrdmd

I assume that there is a query that will track broken appointments, but what about people who call 4 hours before their appointment and reschedule it ? Are you "breaking" that appointment, then rescheduling it ? Currently, we are just taking it off of today, putting it on the pinboard, and putting i...

mzrdmd

SUH WEEEEEEEEEEEEEEET !

Thanks !

Mike

mzrdmd

What are they for ? I just created an auto note for each of my most common procedures and just click the one that I want, edit the particulars, and that's it. What are the prompts for ? How can I use them to help me use my auto notes more efficiently and effectively ? Can I make a prompt for, say, t...

mzrdmd

Couldn't agree more that once you try it, you'll never go back, but I am not in control of this situation at the office that I'm talking about. If they would try it, they would absolutely love it.

Mike

mzrdmd

Again for the group practice at which I am now working and have become the de facto OD expert, is there a way that we can print the notes that go with each appointment ? Not the progress notes, but the notes that are entered to go along with the appointment. For example, if we add a note to an appoi...

mzrdmd

jordansparks wrote:That sounds very annoying, possibly bad enough to be called a bug. I just added and approved request #1216 and made it a very high priority.

Thanks, Jordan !

You da man !

Mike

mzrdmd

Is there a way to make the patient number display in reports ? For example, if I have 3 people named John Smith in my practice, and I run a report of outstanding insurance claims and John Smith shows up, I have to go into each John Smith until I find the right one. This is not an issue in my own pra...

mzrdmd

I want my patient selection screen to show SSN and balance. How do I make it do this ? I looked in definitions, but couldn't find it.

Thanks,

Mike

mzrdmd

Is there an easier way ?

I'm currently typing in 4341 four times, then going to the treatment plan, clicking on 3 of them, and changing the quad from UR to UL, LL, and LR on them.

Is there an easier way ?

Not that it's a big deal, just asking.

Thanks,

Mike

mzrdmd

Any update to this ?

I have a patient for whom I have saved 5 different treatment plans, but I forgot to put the perio into each of them. Any way I can just add it in, or do I have to go back to the default TP, restructure everything, add the perio, and save them all again ?

Thanks,

Mike

mzrdmd

Thanks, Debbie.

Mike

mzrdmd

Awesome ! Thanks !

Mike

mzrdmd

One other thing:

Is there a way that I can print ONLY the work that I did between 2 dates ? Basically, I need to print the chart, but only between the two dates.

Thanks,

Mike

mzrdmd

United Concordia is auditing me, and I need a query that will tell me the following things: 1. How many UCCI patients I have. 2. How many posterior restorations I have done on those patients between 4/1/07 and 4/1/09. When I check the queries page, I can find one that says how many UCCI patients I h...

mzrdmd

Thanks, Jordan. I'll check on it.

Mike

mzrdmd

I tried to submit this via the feature request button, but it kept saying "invalid registration key format", so I had to post it here. It would be really great to be able to have a button to bring up the history for a single tooth. For example, click on tooth #29, click on tooth history button, and ...

mzrdmd

Update: The reason that the patient in question is showing up as $0 for the extractions is that the program is computing the amount of insurance dollars left as though the FAMILY had an annual max of $1000, instead of the INDIVIDUAL having $1000. However, for the patient in question, it is properly ...

mzrdmd

I have this problem from time to time, and am wondering if it is just me, or if there is something that I or my staff are doing wrong or what. We enter all of the percentages for the patient's insurance coverage, but occasionally, it doesn't show up in the treatment plan. For example, I am treatment...

mzrdmd

We just updated, and I am LOVING life ! The only thing that I have found so far that is not working for us is the time stamps. They seem to be working for the hygiene room, but not for my rooms. When we change the confirmed status to "waiting room" for my patients, we still have to go in and manuall...

mzrdmd

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

mzrdmd

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...

mzrdmd

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

mzrdmd

drtech wrote:yes this happens if our office quite often and then I have to figure out again how to turn it back on.

it is in the Setup | Auto Codes | Composite/Amalgam setup window. Uncheck the box that says "Do not check codes in the procedure edit...."

Thank you VERY much !!!

Mike

mzrdmd

I turned off the pop-up box that asks if you want to change a procedure code and fee. How do I turn it back on ? If you understand what I mean from the above, you don't need to read the example below. If you need further info, read on. For example, say tooth #13 is already treatment planned for an M...

mzrdmd

OK, thanks.

Mike

mzrdmd

I can update the fees on the default, but is there any way to update the fees on the saved TP's ?

Thanks,

Mike

mzrdmd

Can this be done ? If so, how do I do it ?

I did a search, but couldn't come up with anything.

Thanks,

Mike

mzrdmd

jordansparks wrote:Procedure code edit window. You have set a color override for that code.

Jordan, I'm not sure what this means.

Thanks,

Mike

mzrdmd

Only think that I can think of is that the procedure is set to wrong color or type in procedure listing. Is in only on these teeth? In other words if this exact procedure code was completed on tooth #4 what happens? Yes, it is only on these 3 teeth. Same procedure code on the other anteriors works ...

mzrdmd

This has mostly been with facials on 6 and 11, but now it is doing it on 7 as well. When we treatment plan, the treatment planned procedures show up on the chart in red. When the procedure is set complete, it turns blue or green, depending upon what it is (that's the way I have it set. I should prob...

mzrdmd

Mike Sorry for the confusion. You will need to have a logmein session active. Once you have that, at the top right of the logmein screen, you will see some icons with settings for logmein. There will be on that says color quality (looks like windows icon). Here is where you make those changes. You ...

mzrdmd

Mike I think that he means the quality of the screen view. To adjust, you must click on the color quality icon (looks like the microsoft windows icon) and adjust from grayscale to high quality. OK, thanks. Where is it ? By the clock ? And what exactly do the keys on my keyboard with the Windows log...

mzrdmd

Drtech, I AM using Logmein, but it is too slow for my liking. Mike, Well, then that is a good reason to use the thumb drive!...i'm sure you have already tried this, but turn down the quality of the logmein screen and make sure you have at least DSL internet on both ends...then it seems to work at r...

mzrdmd

drtech wrote:just use Logmein.com to one of your computers at the office...this saves a lot of hassle of thumb drive transfers and it is always up to date!

Drtech, I AM using Logmein, but it is too slow for my liking.

Thanks,

Mike

mzrdmd

Jordan, any progress to report on making the program do what you talked about below ? I'm currently using version 5.6.14.0. Another thing I'm looking to do is to be able to export a default TP to a thumb drive that I can take home (over the weekend, for example), break it down into specific options,...

mzrdmd

Maybe I'm the only one that this happens to, but whenever I have a tooth treatment planned for say a DO, and it turns out to be just an O, it sure would be nice to have a button to simply allow us to remove a surface. Likewise, if it turns into an MOD, it would be nice to have a shortcut button to a...

mzrdmd

Too complicated right now. If we increase the size of the square, it will be different sizes for different offices. This is too complicated. It will be easier once we get a general purpose icon framework for appointments. Can't it be added to a patient note? It will show when hovering. There are ma...

mzrdmd

Jordan, in regard to the ABC0's, would it be possible to make the field 2 characters instead of 1 ? What I want to be able to do is assign a number AND a letter to each patient. For example, the best patients, who show up, pay their bill, are easy to work on, and follow my recommendations would be A...

mzrdmd

I'm looking for the same information. I would like to be able to schedule these different things: Assistant only Expanded functions assistant only Doctor only Hygienist only Hygienist and Assistant Doctor and Assistant Expaned funcions assistant and assistant Is there any way to do this now ? If not...

mzrdmd

OK, I ran the above query, and it gave everything that I need except the actual count of UC patients that I saw in the given time frame. I think that there is a query listed on the query page that will give me that info. Will report back after I check that out.

Thanks again,

Mike

mzrdmd

Jorge, I saw that you had replied to my thread on DT, and hoped that you would find this one, too. Thanks for your help. Drtech, thanks for your help and your support, as well. Unfortunately, UC patients account for about a quarter of my practice. The one major employer in town is the hospital, and ...

mzrdmd

Can anyone write a query for me, or does one already exist somewhere, that would allow me to see how many patients I have that are covered by a particular insurance company AND what my procedure mix has been for those patients ? I need this because United Concordia has sent me a letter saying that I...

mzrdmd

Thanks, Jordan !

I was hoping that that was what it was for, but was afraid to use it for that in case it would screw something up !

Thanks,

Mike

mzrdmd

On the chart, on the bottom left box, PATIENT INFO, the first line is AGE, and the second line is ABC0. What is ABC0 ?

Thanks,

Mike

mzrdmd

Thanks for taking the time to type that all out, Nate. I truly appreciate it. You have described exactly what I have been doing. I have been printing out the different treatment plans, not the default treatment plan. The problem is that the chart that prints on the different treatment plans still ha...

mzrdmd

You have me totally lost. Where is the upper window under treatment plan ? You're in the window that shows their chart, right ? Once I figure out where this is, I'll try to follow the rest of what you've described, but I might have more questions. Thanks, Mike Hi everyone: I don't know whether this ...

mzrdmd

It would also be nice to have the "Secondary Insurance" column print/disply only if the patient actually has secondary insurance.

Thanks,

Mike

mzrdmd

Nate, that's exactly what I have been doing, but when I print one of the saved options, EVERYTHING prints on the graphical chart, which is confusing as hell to ME, let alone to the patient. Is there a setting somewhere that I can change to make the graphical chart show only what that particular trea...

mzrdmd

Is there a way that I can export the "unwanted" treatment plans to a pocket drive or DVD, then delete them from the program ? Another way I was thinking of doing it would be to scan in the printed treatment plans, then delete them, but it would be much easier to export them. Also, when I delete the ...

mzrdmd

We are using Apteryx as our imaging software, and use an IO camera. We use the camera intraorally, obviously, but we also take a "shapshot" of their face, just to help me remember who they are. How can I import this to OD so that it will display within the program for me ?

Thanks,

Mike

mzrdmd

I know how to save the different treatment plans, but that is where the problem lies. I bring new patients in for a comprehensive exam, including FMX, photos, Dx models, perio, etc. It is an extremely comprehensive exam. I then work up different treatment plans for them, including all of their optio...

mzrdmd

If I work up three different treatment options for a patient, A, B, and C, and the patient chooses to go with B, how do I remove A and C from the chart so that they don't continue to show up as outstanding treatment needs ? Do I have to go through and delete each line item ? For example, in option A...

mzrdmd

Thanks, Jordan.

No big deal that it won't look perfect - I just want to show it there so that I don't forget about it !

Thanks,

Mike

mzrdmd

I have a patient that has a diastema between 27 and 28 that is large enough to put a prosthetic tooth in. I'll be making him a partial to replace the other teeth in the arch as well. How do I chart this ?

I think I asked this before, but can't find it anywhere.

Thanks,

Mike

mzrdmd

What is the best way to post a procedure note to multiple procedures that are done on the same day ? For example, say we do 4 composites and a crown on the same patient, all in one appointment. If we click directly on one of the procedures, we can post the note directly, but it only posts to that on...

mzrdmd

Just updated to 5.2.15.0 last week. I'm cruising around the program, and I find a patient with insurance benefits that has calendar year checked in one place, but not in the others. If you go to Family, double click on coverage percentages, then click on edit benefits, the calendar year on the upper...

mzrdmd

No, Jordan, we were using the 2002. If you need to patch in, let me know, and we will get it set up somehow. I have some remote software already loaded and installed, so it shouldn't be too difficult.

Thanks,

Mike

mzrdmd

Jordan, I just updated to 5.2.15.0 about an hour ago, and my staff is ready to kick my butt ! Biggest issue right now is that the background of our claim forms has also disappeared. I looked into the solution that you posted above, but the box was NOT checked. Please tell me how to fix this ! Thanks...

mzrdmd

Restorative is 80% for this person.

I don't see where you are talking about going in and editing that procedure code. Do you have an "Open Dental for Dummies" anywhere that I could buy ?

In reality, this is the easiest software that I have ever used ! Thanks again for all that you've done !

Mike

mzrdmd

Anybody ?

mzrdmd

When I'm treatment planning, I am putting in a core (code 2950) and a crown (code 2750). When I go into treatment planning, though, the core is coming up as 0% coverage, and the crown is coming up as 50% coverage. The patient actually has 50% coverage for the cores. How do I make the cores come up w...

mzrdmd

Anybody ? A little help here ?

Thanks,

Mike

mzrdmd

One of my patients is coming up with acct user code T. What is this, what does it mean, and where the heck is it ?

Thanks,

Mike

mzrdmd

UGH ! I just typed a response for about 10 minutes, then lost it. No time to re-type now - will do later.

Mike

mzrdmd

Yes, Jordan, it is working now. For some reason, it didn't work that way on a patient of mine last week. Anyway, I am saving different treatment plans, printing them, etc. The thing that would really be nice, though, would be to be able to edit a saved treatment plan. For instance, I am working up a...

mzrdmd

Maybe I'm the exception rather than the rule, but I like to give my patients all of their options. I think it would be great if the treatment planning and charting would work a bit differently. If, for example, tooth #8 could be treatment planned as needing endo/post/core/crown, OR it could be treat...

mzrdmd

I have a patient that has 50% insurance coverage for crowns, and that is coming up just fine in his tx plan. However, his cores are coming up as no coverage. He is not maxed out. The code I am using for the cores is D2950. It seems to work just fine for all of my other treatment plans. What gives ? ...

mzrdmd

Thanks, Jordan !

You TOTALLY rock !

Mike

mzrdmd

Anyone ? Anyone ?

Thanks,

Mike

mzrdmd

Greetings, all ! I am in need of doing an unused benefits letter. I found a query that will do the report for me on the query examples page, #21. Only problem is that it does not list the addresses, just the First and Last names, amount used, amount remaining, amt tx planned. It would be really nice...

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