As always, I'm impressed with your knowledge. You are 100% correct this would definitely work, but I think the thought process was a quick way to pull up patients when they call.
Have a great day!
I do every now and then run a patient report that gets exported to excel. That way if a patient has left a message and I'm having difficulty understanding the name, I can use the excel file to look them up.
I use this feature in SoftDent scheduler version all of the time. There is a search box on the scheduler where I can put in just about any information: first name, last name, DOB, phone number, etc to find a patient. If a message is garbled, you can at least identify by phone number so you know who you are calling. Really helpful if someone walks in and I can only remember their first name. I need this info in seconds, not minutes! If I had to run a report with someone on the phone or at the desk it would just take too long, even with report parameters set up. I don't know what other differences there are between regular SoftDent and SoftDent schedule version but this feature should be integrated into SoftDent, it is invaluable.
Thanks, @callton, I agree! I train both versions - the look up and the ability to schedule directly from the treatment plan (without as many steps) would both be SO great in the classic scheduler version of SD. Something else for me to take to my meeting tomorrow.
I am in agreement that the lists should be easier to sort and search at this stage of the game. I would love to be able to sort any list by the column headings, similar to the sorting feature of the Windows Explorer windows or Mac Finder windows. After using Softdent for 25 years, I have encountered many situations when clicking on a column heading would have tremendous benefits for our patient goodwill: 1) finding the oldest/youngest active patient for a monthly practice discount, 2) finding the patient who has referred the most, 3) finding the patients who are overdue for exams so I can have a new employee immediately start calling them, rather than waiting to make sure I have given them the appropriate security permissions, waiting for the next training session to review ALL of the available reports, or waiting so I can supervise them to make sure they don't accidentally print out a 3000-page report of 30,000 patients! I understand that most of these "searches" can be done with the User-Selected Reports; however, that seems to take an average of 5-10 minutes per report where I am unable to do any other work in any other Softdent window. Completely shuts me down.
It should also follow that ANY list in Softdent should have the "Find" feature available. For example, the Allowance Tables only have an option to View Codes, but there isn't a "Find" feature to be able to go to a specific code.
Some lists should have a Find by Keyword option: 1) Diagnosis Codes, 2) ADA Code list - to help minimize coding errors from newer employees, or even seasoned employees who haven't memorized the annual CDT updates yet! 3) Memo List could be more usable if it could be sorted by keyword, such as finding all the reminders to send a weekly statement to Guar2. Also, it would be nice to have a "Recently Deleted" option, so if an employee accidentally deletes a Memo it can be retrieved without a major headache. 4) Labs should have a feature that allows us to select all the types of labwork that they do, and then be able to sort/search by type of work. For example, checkboxes to show that Lab A can do Crown/Bridge/Dentures, Lab B can do Partial Framework/Orthotic Appliances, etc. And a bonus would be to have a second box to designate Dr's "preferred" lab for each of those categories. Sometimes our "preferred" labs get overloaded, and if a patient is under a time crunch, we may opt to send to another lab with the desired turnaround time. Being able to sort by labwork type and quickly scan our options would be very useful. 5) Weblink list under Ins. Co. would be more useful if we could search by keyword again. Whenever a website's provider login page changes, we have to scroll through 150 entries just to modify the URL. It would also be helpful to Show Insurance Companies that use each particular website, like the feature that shows all Insurance Plans that are linked to a particular Ins Co, or all Patients who are linked to an InsCo/InsPlan.
Pharmacies should be able to be sorted by City or Zip, so we can see options that are close to the patient if a particular pharmacy is out of the prescribed med.
Having a lot of information isn't very useful if it isn't easily accessible.
Regarding Weblink: when I'm looking at the insurance company's information, if I'm not in edit mode the Browse button is greyed out. Is there some reason I shouldn't be able to click that button unless I'm in edit mode?
We haven't used this before, so I'm giving it a whirl. I can definitely see the problem with a website getting changed and having to manually scroll through all the insurance companies to see which ones need updating.