I have been using Softdent for nearly 3 years now and of course if to me is not user friendly after using Dentrix and Eaglesoft. This of course is because this is what this is practice is using. I have dug deep to train myself making life simpler, but there are times when I want something to work "better" than it does. Today I printed out a tickler list. It included all my inactive patients. There is no way to stop that with out going in and deleting them from the tickler list. In the tickler file you cannot click on the first patient and go to their transactions/edit patient screen to do your "homework" on whether to delete that appointment. So yes developers PLEASE consider fixing this. Also when you click on edit on each patient it comes up saying "warning, length....etc" another unnecessary extra step to close.
@kathleen thank you for the post, I am including a few of our Application Specialists to this post, as they may have some tips regarding the topics you posted about. Have you accessed our Carestream Dental Institute during your training process? We have a lot of training content available to our customers who are on support agreements that may be helpful to you, or others in your office. I can look into this if you are unsure.
Do any of you have any tips to offer here?
@tyson_edwards including you as well since there are some development suggestions.
What a great question/comment/suggestion.
My recommendation is to print the tickler file report to the CONTACT EXPERT (not paper) then work from that list. The contact expert report gives you the ability to access patient information seamlessly and quickly. It also has short cut buttons to access functions such as contact notes (record that you called the patient when they missed an appointment) or transaction history or make an appointment etc... You can delete the tickler entry from this report if lets say the patient moved away, the patient actually had the treatment rendered or you have called them and they no longer are interested in the treatment. To do this from within the Contact Expert click on the patient then click on VIEW PATIENT on option menu bar > OTHER MANAGEMENT > VIEW TICKLER ENTRIES > DELETE
For future reference, when ever you see the following statement when scheduling a patient "VIEW TICKLER ENTRIES FOR PATIENT" always answer YES to this question and address the patient and their appointment that is within the Tickler File. This will help clean it up and keep it as accurate as possible.
I hope this helps!
When a Tickler message pops up (View Tickler Entries for patient), I always click YES, from the tickler window you can see what treatment is remaining for the patient. You can double click the tickler entry, to schedule an appointment, this will populate all the procedure, time units and provider number etc or delete the tickler entry if you feel it is out dated.
I agree with Judi's comments below as well.
Hang in there, we have a lot of resources for you to learn, The Exchange, The Carestream Institute, SoftDent support. and we offer 1 to 1 training if you fell like you need streamline your learning.
I agree with what both Judi and Wendy had to say, but one additional thing that I find to be helpful when cleaning up or maintaining the tickler file is mass deleting old entries.
I always tell the offices I train to think about it like this: if a dentist office called you and said you missed your cleaning 6 months ago, you might reschedule, if they called and said you missed your cleaning in March of 2016 you'd wonder what they were doing... same for a restorative appointment, if it has been a short period of time it would make sense to try and reschedule the patient, but after many years it wouldn't because in addition to other reasons, the needed treatment would likely have changed.
When viewing the tickler you can use the option on the Express Bar to delete old entries by date range. This will help you get the list parred down and possibly delete many of the inactive patient entries you are dealing with before you run the report to the contact expert (or to paper).
Hope this helps!