EasyDent Enhancements Enhancements are listed in reverse chronological order (newest ones first). ------------------------------------------------------------------------------------ 02-27-2010 827 The EDR Documents and Images Patient screens now have a top Icon to go directly to Scheduling. 02-24-2010 826 The Schedule has been improved making it simpler after you create a new patient, all you have to do is click on an empty time slot to see the prompt about adding the new patient. 02-23-2010 825 By Default the Patient Name Look Up Window will start listing patient names without you having to press the Red button. If you don't like this option you can disable it by using the Primary Menu, "Options" button, then checking the "Disable Auto Search on Name Look Up" check box. 02-16-2010 824 Setting up and using Scheduling Model Day Templates has been completely revised, and is much easier to use. You can access these features by using the Schedule Top Toolbar "Utilities" then the "Model Day Templates" option. 01-25-2010 824 Both the Daily and Monthly Report Menus have an option you can select to print the reports in Landscape (sideways on the paper). The reports will be in a larger easier to read font this way. Just select the "Landscape" option. 01-24-2010 823 The Patient Search by Criteria report has 3 new criteria: - Primary Insurance Carrier Number - Secondary Insurance Carrier Number - Has any Secondary Carrier 01-23-2010 822 The Patient Name Pop Up Window on the Schedule (when you click on a name entry) now additionally displays the patient's nick name, if any exists. 01-22-2010 821 There is a new Insurance Analysis report that will list the amount of insurance payments from all carriers over any period of time. From the Reports Menu, "Insurance Tracking", then select "Insurance Carrier Payment Analysis". 01-18-2010 820 You can now give a patient a Nickname. The Nickname field is to the right of their middle initial on the General and Add Patient screens. The Nickname also shows up when searching for a patient by name on the schedule. 01-14-2010 819 The Monthly Report - Transaction Analysis, now shows the percentage of each Adjustment Type in addition to it's total amount. 11-29-2009 818 When adding new patients using the Full Patient Add screen, the system will automatically check for any patients with duplicate Social Security Numbers and not let you add them. A list of patients with the duplicate numbers will also be displayed. 11-26-2009 817 When you print a ledger report from a patient's screen it defaults to not printing their Birth Date and Social Security Number, but you can override this with on screen options. 11-24-2009 816 There is a new Window option from the General screen. "NotePad", you can use to store old notes when the "Patient Notes" screen fills up. This screen has virtually no limit to amount of text it can hold. 11-17-2009 815 The is a new way you can create a Custom Name for a user defined Insurance Form to print from the General screen. Use the "Tools" option then "Customize Ins Print" Option. 814 There is a new option you can set to turn off the prompt to rebuild recall dates when running Recall Cards and Reports . From the Primary Menu use the Options button, then check the "Disable Auto Recall Date Rebuild" option. We highly recommend that you DON'T check this option. 11-08-2009 813 Under special situtations you can specifiy an alternate service address and Facility NPI Number for specific Dentist numbers. Contact Data Tec if you ever need to do this. It's the Alternate Address button on the Company Name screen. 812 There is a new User ID Security option you can set to disable the ability of the user to access the built in Back Up and Export Features. 11-01-2009 812 Patient Statements from the Forms Menu has new options: - There is a new Magenta colored option you can select to use a background image when printing Paper Statements, improving the look of the statements - On Individual Batch Statements you can now specify User Flags that would eliminate patients from getting billed, in addition to the User Flags they would select time for billing. 10-30-2009 812 The scheduling system has several enhancements: - The name pop up window has direct command buttons on it for cancel, copy, and Move, thus saving 1 step. - When displaying the Weekly Graph, when you hover the mouse over a time slot the schedule column name is displayed in addition to the time. - On the upper right hand corner of the screen when you click on a time slot the time associated with the selected slot is displayed. - The Times are displayed on both the left and right hand sides of the screen. 10-04-2009 811 The Schedule Cancelation report has been enhanced. - You can specify a specific Cancelation Reason code to list. - The report includes the patient telephone numbers. 810 The Monthly Accounts Aging 30-60-90 day report has a new option to include the patient telephone numbers on the report. Use the Options button to the right of the report select check box to activate this option. 09-24-2009 809 There is a new option on the Fee Schedule Update screen (from the Utility Menu). You can use the top toolbar Print option then "Print Fee Schedule Names" to print out a list of fee schedules and their associated names. Also the Directory button on the bottom of the screen has been enhanced to let you select a fee schedule to switch to. 09-12-2009 808 The Treatment plan has been enhanced. It now allows up to 50 entries per plan. When printing the Treatment Plan there are several new options allowing you to customize the printed plan very easily. This includes a new separate column of patients amounts to be listed. 09-07-2009 807 On the Schedule Screen when you open the Pop Up Patient Info Window, if there are notes for the date you opened, the "Notes" button will be highlighed in red. 08-19-2009 806 For Security purposes the Social Security field on the General Screen is not displayed until you click on it. This way if another patient sees someones General Screen they will not see the Social Security Number. 08-11-2009 805 From the General Screen if you select Print then "Dental History" you will see the Ledger Dental History (without payments and adjustments), then you can optionally print it. Previously you would only print it. 08-05-2009 804 When exporting Ledger Items there is a new option field where you can specifiy to only exports items for a specific dentist by number, if desired. 08-04-2009 803 We have added new features to the User ID Security options. 07-28-2009 802 The Patient Search by Criteria report has a new option you can check to create a text file of Email addresses. 07-05-2009 801 The Insurance History Clean up utility program has been improved to attempt to match patient Insurance History Window entries that appear to be invalid and correct them. You can run this Utility program from the Utility Menu, then select the "Clean Up Ins History" option. 800 A new insurance payment posting report is available. "Ins History Window Paid Amount Audit". As you know when you post insurance payments you should supply both the carrier number and the date of service. If you don't post the entries properly the patient's Insurance History Window will not be updated. This new report checks PAID entries in the patient's Insurance History Window. You can run this new report to find Insurance History Window enties that appear not to have been updated properly. Run this from the Reports Menu, then Insurance Tracking, and select "Ins History Window Paid Amount Audit". Once the reports runs you can click on report detail lines to view and update the patient's Insurance History Window if you wish. 07-02-2009 799 There is a new Recall Audit and Update process you can run. This process will scan your patient's General screen and update invalid recall dates. You can run the process from the Utility Menu by selecting the "Recall Date Updates" option, then entering selecting the "Recall Audit and Update" option. You will also be prompted to run this option when you run the Recall Report option from the Reports Menu, or the Recall Card option from the Forms Menu. When prompted to do so we recommend you do run the option, it only takes a few moments. It's a great double check to catch problems like someone having the General Screen open and not in the BROWSE mode when someone else was posting. 06-19-2009 798 The ChairSide Data Entry screen displays the Insurance Carriers and Fee Schedule Name, and Ins Profile Number; if they exist. 06-15-2009 797 When Archiving Patients the new Folder created and used is \EZW\Archive any previously archived information will remain in \EZWARCH. Both folders are automatically listed when viewing archived information. 796 When printing Medical Claim forms from the General screen, there is a new option to print on the NEW NPI version of the forms or the OLD pre-NPI version. 795 When posting Recall procedures for a date other than todays date, the date of service will be used for the last recall date. 794 When posting charges for a previous date, if there hasn't been any newer dates posted the patients last visit date will be the date of service you just posted. 05-27-2009 793 When printing Patient statements if you use the option to view a check list of patients to bill, there is a new button to "Un-Check" all the entries. 05-15-2009 792 When running Management Graphs, there is a new Graph avaiable, "Accounts Receivables". This shows the average accounts receivables per month for one calendar year at a time. ===================================NEWSLETTER====================================== 05-14-2009 791 A new schedule feature will let you email patient's reminders of their upcoming appointments, right from the schedule. From the Schedule select the top "Tools" option, then "Email Appt Notices". You will need to have and additional email modules installed, call Data Tec and we can help you install them. You will also have to edit the EMAILAP00.txt format, again we can help you with editing your email format. 05-11-2009 790 There is a new "Red Flag" feature that can be activated on a patient's General screen. This is used to indicate any Identity problems with the account. To use the feature you must first set up a password to control the setting and re-setting of this flag. You can set the password via "Define User Security" on the Advanced Utility Menu, then using the top left hand Tools option. This flag will also be visible from the ledger, posting screens. When you click on a patients name on the schedule the Red Flag button will be highlighted on the pop up name info box. When you search for a patient by name from the schedule the red flag will also be displayed if it's set on. 05-04-2009 790 When posting electronic type primary insurance payments, if there is a a remaining balance and the patient has secondary insurance you will be prompted if you wish to add the account to your batch of secondary electronic claims to be processed. Previously you were only prompted if the payment was an actual insurance check, vs an electronic payment. 789 The Monthly Reports Menu will now pop up and easy to use calendar when setting the date range. 05-03-2009 788 When printing Time Reports from the Employee Time Clock the list of employee names are now in alphabetical sequence. 787 The Time Clock corrections screen has a new option you can set "Edit Time Records" on the bottom of the screen. This lets you actually manually change the Time and/or Type of Time values on a previously entered record. You can still Void or Un-Void records, but this new edit screen might make it easier to correct simple mistakes without having to re-enter the time records. You can watch a short new video on our web site that covers all the options. 04-24-2009 786 When print batches of patient labels from the Forms Menu, using the Labels option, then Patients by Your Criteria, if you have the "View Selection List before Printing" checked; there are new buttons allowing you to Un-Check or Check all the name entries. 03-19-2009 785 The Advanced Utility Menu has a new option to allow you to export schedules into Excel format ".csv" files. 03-15-2009 784 The patient's EDR Documents folder has been expanded from a maximum of 18 folders to 27. 783 When you print a Lab Ticket, there is a new option to store the Lab Ticket image in the Patient's EDR Documents "Lab Tickets" folder. This is the default option. 03-14-2009 782 The Recall Report now has an option to print 3 up labels for the patients selected on the report. Use the new "Print Labels" button after viewing or printing the report. This should be easier than using the "Labels" option on the forms menu. We still recommend that you use the "Recall Card and Email" option from the Forms Menu. But, if you have preprinted cards and wish to use labels this should be your best option. 03-12-2009 781 On the General Screen when you put anything in the "Medical Alert" box you may click on the flashing Medical Alert Label to enter and/or view Allergies. 03-09-2009 781 There is a new “Immediate Note” window you can use as a patient alert. From the patient’s General Screen use the top Window, “Immediate Notes” option. You can create a note, change, or clear the note. When a note exists, it will automatically be displayed on the General, Posting, Ledger, Message Center, EDR Profile, EDR Visit Record, and Scheduling screens. 03-04-2009 780 The Pop Up Calendar on the Schedule shows the current month plus 3 future months. 02-20-2009 779 The Daily Report - Schedule Cross Reference now includes listing if an EDR Visit Record has been created for the Visit or Not. 778 There a new "Birthday Report" option on the Reports Menu. You can print out a report using several criteria for patients having birthdays during any date range. You can use the report to hand write birthday envelopes and/or even directly print patient labels. 02-08-2009 777 On the Posting screen you may use the blue "ADA Codes" button on the bottom of the screen to pop up the graphical coding selection window and select up to 6 different procedures at one time. If you click on a single ADA Code slot the single graphical selection window will still be displayed. For these options to work you have to have "Auto Prompt On". 02-07-2009 776 The Employee Time clock has a new "Web Cam" button on the Time In/Out window. This will let you easily use your in office web cam to take your employees picture. This way when they time in and out they can ensure they are selecting themselves easier. We still recommend using a simple employee password, like their first and last initials, when they select their name from the list. 02-01-2009 775 On the Recard Print print option from the Forms Menu, there is a new button "Printer Options", that makes it easy to change your default printer and/or printer settings before printing. 01-31-2009 774 The Employee Time Clock report has a new option you can check to direct the report output to a text file for easy emailing. Check the option "Print to a File for Email". This will create a report file called TimeReport_EmployeeName.txt in the C:\Temp folder. The Employee Name part of the file name will be the name of the Employee. You can easily clear all previous Report Files by pressing the button "Clear Report Files", this button will appear when you check the "Print to a File for Email" option. 01-19-2009 773 From the Patient General screen, when you use Window then "Patient Notes" the "Patient Notes" screen has a new button "Pop Up Notes" that you can use to select from a list you create of common notes. Use the top toolbar "Edit Pop Up Notes" option to create and/or revise this list. 772 There is a new Management Report under the Reports Menu pick "Management Reports", then "Audit Standard Fees VS Charged Fees". You can get a list of the Fees that were charged VS your standard Fee Schedule. Remember your current fee schedule is being used for comparison so going back over any period of time since you changed your standard fees may give misleading results. 01-18-2009 771 The Recall Card printing option from the Forms Menu now has the capability to send Recall Notices vis Email. You must have the patient's email address on the General screen and install the "Add Email" support Files from our web site. www.ezdent.com 01-15-2009 770 There is a new Schedule Telephone Report that automatically searches all your schedules at once putting all the telephone numbers together on one report for any specific day. From the Schedule select the top toolbar "Print" option then "Phone List". 01-04-2009 769 There is a new option to easily resize patient photos from the General screen. Click on the patient photo, then select the "ReSize" button. When you click on the photo the size of the photo file will automatically be displayed on the top of the photo window. If this is over 50,000 we highly recommend you resize the photo. Resizing it will typically make it a much smaller, this can become a significant disk space savings. (See Enhancement Archive File 9)