Overview – Version 2.33

Scheduler• Chair/Chart/Checkout

• The dialog that shows from the “Codes column” shows patient’s name

• Chart is locked after 7 days

• Ability to enter a chart revision when chart is locked.

• Chart entries will not re-sequence

• Special Considerations will show when present. Special considerations are entered from the Tx Plan

• Checkout will remember assistant when “Show All” selected from the “Missed dialog”

• Letters

• New letter fields for Special Consideration, the TX custom field, and Cast Radiograph Evaluation.

• MS Word to be active window in Windows7

• Scheduler

• Popup message to indicate a charge was entered.

• Double click on any appointment opens patient's chart.

• Fixed column sizes to eliminate horizontal scrolling of scheduler grid.

• Miscellaneous Fixes

• Needs Appointment: Generate chart comments directly from the Needs Appointment list.

• Outcome Assessment: Added Cast-Radiograph Evaluation Score.

• Tx Plan: Added a custom dropdown.

• Appliance: can now print lab slip via Dymo

Overview – Version 2.33 (continued)

OrthoProLogic• Dentist: Show fax and email from main screen. Indicate preferred contact.

• Contract: Sort contract types in dropdown.

• Financial Alerts: Add user who entered the reminder.

• Insurance: Add effective and expiration dates.

• Patient: Add email flags to indicate what gets emailed

• Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts.

• Resp Party: Added divorced indicator.

Reporting• New look to the reporting program

• Export to Excel feature should work better

• New Reports:

• Added Birthday list

• Added Financial Warning report

• Outcome Assessment report

• Added more criteria to "Patient By" report

Chair screen – Codes column

Patient name is displayed

Chart locks after 7 days

All chart entries lock after 7 days

Chart Revision

New chart revision feature shows the chart entry being revised (top) and the revised entry (below). You can enter the revision directly into the grid.

Chart Revision Display

Chart revisions will display immediately after the entry being revised.

The Breakage column will show the date of the revision. All other columns can be revised and the revising doctor and assistant can be noted.

Special Considerations

New Special Consideration can be entered in Tx Plan and shown on Chart. Can later be modified in chart similar to Tx Plan Notes.

Letters

Finance Charge Warning

The front desk will be warned with a popup that a charge was recently added to the patient. Primarily used when the doctor/assistant adds a charge from the chair. This will warn the front desk to collect the charge.

Scheduler Improvements

Double click on any appointment to open that patient’s chart.

The horizontal scrolling of the scheduler grid is eliminated

Needs Appointment – Generate Chart Comment

Chart comments support the standard shortcuts by clicking the “Chart Comment” button.

Enter chart comments from the Needs Appointment List

Outcome Assessment – Cast-Radiograph Evaluation

Added Cast Radiograph Evaluation score. Enter any whole number

Tx Plan – Custom Field

Customize the values of the new Tx Plan custom field on the configuration screen.

Appliance – Lab Slip

Ability to print a lab slip with the Dymo label printer.

Customize the initial format of the appliance label from the configuration screen.

Label Font Size

Miscellaneous Scheduling Enhancements

• Chart: Fix re-ordering of chart entries when existing item is edited• Letters: MS Word to be active window in Windows7• Can specify font for labels

Patient and Billing

OrthoProLogic

• Dentist: Show fax and email from main screen.

• Dentist: Indicate preferred contact.

• Contract: Sort contract types in dropdown.

• Financial Alerts: Add user who entered the reminder.

• Insurance: Add effective and expiration dates.

• Patient: Add email flags to indicate what gets emailed

• Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts.

• Responsible Party: Added divorced indicator.

• Reporting: Added Birthday list

• Reporting: Added Financial Warning report

• Reporting: Added Outcome Assessment report

• Reporting: Added more criteria to "Patient By" report

Dentist Fax and Email

Show the dentist’s fax and email address from the main screen. Indicates their preferred contact method.

Contract Type Dropdown is Sorted

The contract type dropdown will display choices sorted alphabetically

Financial Alerts – Show creating user

Show the user who created the financial alert

Responsible Party / Insurance

Resp Party – divorced indicator

Insurance – effective and expiration dates

Patient Email Codes

Add email flags to indicate what gets emailed.

Please note that these indicators won’t do anything until the next version when the Email Screen is implemented.

Payment Schedule

Clarify what is the full contract amount vs. the "Your Portion" amounts.

Reporting

Reporting Program

• New look to the reporting program

• Export to Excel feature should work better

• New Reports:

• Added Birthday list

• Added Financial Warning report

• Outcome Assessment report

• Added more criteria to "Patient By" report