Small pin box

[blincoefrontoffice]

I am trying to figure out the best way to describe what I am needing.  I am new to this software so I am trying to get everything figured out.  There is a small box that pops up when I open the chart that shows when my patient is due for xrays, pano, etc - it is almost a little "pinned" bar.  The problem I am having is its on some patients, some its not.  It also pops up right away then disappears on some patients charts.  I am just wondering where this tool is and how I can find it when pulling up a patients chart.  I hope this makes sense.  

[ayman]

this tool is called Zoom or "assistant's info"
usually this tool is not pinned so once you click anywhere else it will disappear , unless you click on the little pin figure that changes to a circle and keep Zoom open for that patient 

if you want to manually open Zoom in chart go to view then review assistant's info 

[mdunham]

Kayla,  These pin notes appear because there is a notation within that procedure code in the BLUEBOOK.   We use these notes in our practice to inform our hygienist of frequencies on plans.   These will pop up for both plans if the patient has dual insurance.    I suggest that you develop a system of always notating the following procedures as described below to sharpen Frequency limit skills amongst staff:    

Additionally,  be sure to ALWAYS notate the frequencies of each of these codes in BLUEBOOK, so that HYG will not need frequency limit

This saves time for the front desk so they may focus on other duties.  Once this information is notated on the plan bluebook code entries, it will be there for all patients on that plan.   It is a wonderfully underused feature of Softdent.    

[cdamoney]

Our "zoom" button is grayed out in softdent.  When I added the note in the bluebook, the note was not showing up in the Assistant's info in the chart view.  Are there two Assistant boxes in softdent?  Seems like you are referring to a different assistant.  The only Assistant box that comes up is on chart side and shows dates of last services and any notes we put in under the patients notes tab.  

[doctom4300]

This is so helpful, Melissa!  I wish I'd known about it when we did our giant insurance overhaul last year.

[callton]

We had the Zoom Assistant turned off on certain workstations and it is back after an upgrade - does anyone know how to turn it off?  It was long enough ago that I cannot remember and cannot find the way to disable it.  Our doctor does not use it and does not want it on.

[tshaw]

@Anon do you know how to turn the zoom assistant off? 

[callton]

I called support & found out that it is not an option in version 117.1.1

It is beyond frustrating to lose customization when updating to fix a glitch.

[Anon]

Kayla

follow these steps

1. Click list
2. Click patient
3. Type, Last/First (Press Tab)
4. Click Edit
5. Click The Green Notes Tab
6. Anything you type in the personal Information section, will pop up in the chart when you open it. 
7. if there is a Tooth Watch (sometimes it stops the pop up)
8. you can see it by clicking View/Review Assistant Information - pin it if you want to doctor to see it, this is designed to disappear when you click anything else on the screen.   

[Anon]

hmm 

These are Insurance Tags (not Pins)

but they are definitely helpful