My staff tells me of an intermittent problem in the appointment card. They have noticed that the producer changes for some of the procedures on the card. So when they create the appointment for a hygienist, some of the procedures change to the doctor when they go back in at a later date. They have screen shots to prove it even though I don't doubt them (they tend to be very reliable about these things.).
What would cause this to happen?
Good afternoon Joe,
My apologies for the late reply on this.
When you say later date, is this prior to the appointment check in or after?
It tends to happen after the patient has been checked out. So during check out, they have the appointment card showing the correct procedures and producers. At the end of the day, something doesn't match (e.g. X-ray missing) so they go through the appointment cards and find that a producer was changed from the one that was posted @ checkout.
Next step would be to check the Audit Log for the appointment. Right click on one of the affected appointments and select Audit Log at the bottom of the list. This assumes that the "view/edit an appointment" event is tracked in your system.
Re-reading your answer, it sounds like the producer on the ledger entry is different than the appointment. I.e. if the Prophy was credited to HYG1 on the appointment, after checkout the ledger shows HYG2 (but the appointment still shows HYG1). Is that accurate?
I'm not aware of any way this could change spontaneously. If the procedures are charted in the back they will receive the initials of the user shown in the chart. The only other way is when checkout is completed. The initials can be changed then.
By any chance does the hygienist have the "Can Have Production" box checked in their employee properties? I'm assuming yes, but thought something could have changed since the appointment was booked.