cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
CS Dental Employee
CS Dental Employee

Electronic Router - COVID19

If you are trying to go paperless, due to the COVID19 mandates; replace your paper router with the Electronic Router.  

Understanding The Electronic Router

The commands available from the Options section of the Express bar or Options menu when using the Enhanced Workspace are:

  • Treatment Plan: Displays the patient Treatment Plan window. Use this command to view treatment plan procedures that have been entered for the patient.
  • Contacts: Displays the patient Contacts for window. Use this command to view a list of contacts logged for the patient. You can also create reminder memos in this window.
  • Edit Appt: Displays the Appointment Card window. Use this command to edit the patient appointment information.
  • Complete: Toggles the appointment status to or from complete.
  • Follow-Up: Displays the Electronic Router: Follow up window. Use this command to set the criteria for the patient's next appointment.
  • Set Call Back: Displays the Set Patient Call Back window. Use this command to select the procedures to include in the End of Day Call Backs report. The report generates a list of appointments that are flagged for a follow-up call at the end of the day.
  • Next Appointment: Displays the Appointment Card window. Use this command to view the patient's next appointment. If the patient does not have a scheduled appointment, this command is disabled.
  • Chart: Displays the charting module. If the patient has a chart, the charting information is displayed. If the patient does not have a chart, a blank chart is displayed.
  • Guarantors: Displays the Guarantors/Insurance window. Use this command to view and edit patient guarantor information.
  • Referrals: Displays the Referred Patients window. Use this command to view information for all patients referred to you by a patient.
  • Financial Info: Displays the patient Balance Information window. Use this command to view the patient's balance information.
  • Lab Cases: Displays the Lab Case window. Use this command to view a list of lab cases associated with the patient.
  • History: Displays the patient's history file in your word processor. Use this command to enter extensive notes about the patient.
  • Other Programs: Displays the Program window. Use this command to launch other programs from within the software.
  • View Patient: Displays the Patient Information window. Use this command to access patient demographic, treatment, and payment information.

 

 

Using the Electronic Router

The Electronic Router feature is accessible from the In Office window, the Daily Appointments window, and the patient chart. The Electronic Router contains patient personal and financial information, which is typically printed on routing slips.

From the ELECTRONIC ROUTER window, you can:

  • Set up or schedule treatment plan procedures
  • Schedule up to three follow-up appointments
  • View existing appointments
  • Create history files

From this window, you can also view: Contacts, guarantors, insurance information, financial information, and any patients that are referred by the selected patient.

To use the Electronic Router:

 

In the InOffice window, select Electronic Router from the Options section of the Express bar or Options menu.

The ELECTRONIC ROUTER window is displayed.

Select an option:

  • To edit the appointment scheduled for the current day: Select Edit Appointment from the Options section of the Express bar or Options menu. The Appointment Card window is displayed. Make the changes and click OK.
  • To display the guarantor name, chart number, exam history, and the names and ages of other patients on the account: Click the Add'l Info tab.
  • To schedule a patient for a follow-up appointment: Select Follow Up from the Options section of the Express bar or Options menu. The Electronic Router: Follow up 1 window is displayed. Enter the information and click OK. You can enter up to three follow-up appointments for a patient.

    To enter another appointment, select Follow Up from the Options section of the Express bar or Options menu, and enter the information. The appointment information is saved and the Appointment Card window is displayed
  • Appointments set up in the ELECTRONIC ROUTER window must be scheduled at the front desk during check out. For more information.

After all scheduled procedures are performed, select Complete from the Options section of the     Express bar or Options menu.

When Complete is selected: Complete is displayed in red text at the bottom right of the Appointment Card window and in the Code column of the InOffice window to ensure that the front office staff knows that all procedures on the patient’s appointment card were performed.

You cannot edit any appointment card procedures after the status is changed to Complete.

  • The Complete command is a toggle switch. Select the command again to edit procedures in the Appointment Card window.
  • Click Close