Summary
Highlights
The video begins by demonstrating how to add a new patient, Mary, into the Open Dental system. It highlights the 'Add PT' and 'Add Many' features, which allow for single patient or multiple family member additions, useful for cases where a non-patient family member (e.g., a spouse) is the insurance carrier. The system automatically formats dates and utilizes zip code autofill for city and state information. Users can also assign primary and secondary providers to each patient.
Next, the demo covers scheduling appointments. Users can double-click on the calendar to schedule, choose from pre-templated appointment types, or customize appointments by adding specific ADA codes, tooth numbers, or surfaces. The appointment length can be adjusted, and notes can be added for communication with the back office. An appointment bubble provides quick details without opening the full appointment window.
The 'Appointment List' feature is introduced, which helps manage the practice by displaying recalls (due or coming due), confirmations, plan trackers (unscheduled templated appointments), ASAP lists (patients wanting earlier appointments), radiology orders for provider approval, and insurance verification for upcoming appointments. The video also shows how to manually update appointment confirmation statuses (e.g., 'confirmed,' 'left message,' 'arrived,' 'in room') to track patient flow.
The 'Family Module' allows for editing patient information and adding new family members, like John, specifying if they are non-patients for insurance purposes. It explains how to set a guarantor for billing and how to move patients between families. Adding insurance is detailed, emphasizing linking the subscriber (e.g., John) to the patient (Mary) and utilizing existing insurance plans or creating new ones while inputting subscriber ID details. Discount/membership plans can also be attached.
The 'Chart Module' provides a comprehensive tooth chart and a chronological drag bar for patient visits. It features a section for conversation starters and medical chart information. Users can add medical urgent notes and 'premedicate' flags, which are viewable on the appointment screen. Other features include service notes, medical summary, history, problems, medications, allergies (like latex allergy), and vital signs.
The 'progress notes' section displays current and expected procedures. The demo shows how to mark missing teeth, dentalist, primary, mixed, or permanent dentition, and apply movements (e.g., rotation, impaction) to teeth. Existing work can be charted, showing procedures done outside the practice. The 'Show' tab allows customizing views to see specific treatments, appointments, or keywords. An 'Ortho Chart' is available for specialty offices.
The video demonstrates how to chart procedures, such as 'watch' statuses with diagnoses, and refer procedures out to specialists. Treatment planning is covered, including prioritizing procedures (e.g., priority one, two, three) and creating templated planned appointments for easier scheduling by the front desk. Completing appointments is shown, with options to detach unfinished procedures and use auto-note functions or group notes for documentation. Notes can be electronically signed.
Other chart module features include printing progress notes, creating and printing prescriptions (with patient instructions), and using E-RX for electronic prescriptions. The system also supports lab cases for attaching necessary lab work to appointments, a perio chart, an ortho chart, and consent forms. The tooth chart can be printed or viewed in a larger version for patient explanations. Exam sheets and CCDs are also available, and the chart module layout can be customized.
The 'Treatment Plan Module' offers an alternative way to prioritize treatment, mirroring the chart module functionality. Users can highlight and save specific treatment plans, print the entire plan, or email it to the patient. The 'Save TP' and 'Sign TP' features allow creating a saved, signed copy of the treatment plan, including a graphic of the tooth chart, insurance benefits, and areas for patient and practice signatures. Pre-authorizations can also be created and sent electronically or batched.
The 'Account Module' handles billing. Procedures marked 'unscent' (meaning insurance claims need to be sent) can be easily highlighted, and new claims created for printing, electronic submission, or batching. Taking patient payments for non-billable procedures is demonstrated, including selecting payment type and integrating with credit card processors. Adjustments, sending claims to secondary insurance, setting up payment plans, quick procedures (for retail items), and generating various types of statements are also covered.
When checking out, the back office or front desk staff can use 'planned appointments' to schedule the patient's next visit. Planned appointment 'number one' can be copied to the pinboard, then dragged and dropped onto the calendar. The 'Advanced' button allows searching for specific openings. The 'Make Recall' button facilitates scheduling the patient's next cleaning appointment, automatically jumping the calendar to the patient's due date for their recall interval.
The 'Imaging Module' allows importing patient pictures to appear on appointments and in the family module. It also supports acquiring images from compatible sensors into mounts, or importing images from referrals into custom mounts. Finally, the 'Manage Module' provides tools for practice management, including sending batches of claims, bulk insurance checks, billing statements, deposit slips, supply inventory, TSI collections integration, internal tasks, backups, accounting, emails, electronic remittance advices (ERAs), and time cards.