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Emery
Canine II

Softdent Enhancement Request

1- Billing Statements - add more spaces to add notes and messages

2- Need to be more user friendly showing ICONS like the Dentrix, so we can add team members with beginning dental terminology

3- Need to combine account mode and patient mode. It is JUST way TOO confusing. We have one account for each patient, and we have a code that says it's a child so we dont bill the child

4- add a special alert stating that the patient is a child

5- add alert stating that this pt is a Delta Dental pt

6- should a section for occupation on the pt mode

7- should be able to print pt's call list & bday list with pt's email and pt's cell phone, which it only currently shows home and address

8- should be able to see not just one or the other pt's cell phone , email address, and home phone on the scheduler

9-Should be able to enter more additional comments on the primary trmt plan section , add more room /space to write

10-should have section to enter driver's license # on pt mode

11- should have a section to enter relatives and friends in the office

12-should be able to enter country code if foreigner or out of country phone number and cant even put the foreign country address and zip code

14- should have a utilities feature to default every patient’s primary contact as the cell phone

Questions-

Why is patient named Chi- La still having some insurance credit even if he is maxed out $2000 for 2018?

Why is patient Nidahl Damen walkout statement showing that he has an insurance payment due of over $3000 however his insurance is only $1500 per year?

15 - Can we change our treatment form plan? One more professional looking.



16- Cant change order of trmt plan group numbers to move down if we want to change and add another group 1 to the top so trmt ins benefits doesnt look like it's max out (to reestimate ins amount benefits)

6 Replies
CS Dental Employee
CS Dental Employee

Re: Softdent Enhancement Request

Ok I can look at these and reach out to you with any questions. Can you email me @tyson.edwards@csdental.com so I can contact you that way?
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mdunham
Premolar III

Re: Softdent Enhancement Request

Softdent Enhancement Request

1- Billing Statements - add more spaces to add notes and messages-   Yes, that would be nice. 

2- Need to be more user-friendly showing ICONS like the Dentrix, so we can add team members with beginning dental terminology

3- Need to combine account mode and patient mode. It is JUST way TOO confusing. We have one account for each patient, and we have a code that says it's a child so we dont bill the child    Do not create an account for each patient, this can create mass confusion, impinge on staff productivity, actually a whole host of issues.   When an acct is created for a family you only have to enter any insurance ONCE. You can select if the 1st or 2nd Guarantor receives the Stmt.

Can I ask why you are setting up your accounts this way?  I may then be able to assist you better.  

4- add a special alert stating that the patient is a child

     You may be able to create a team talk within the team talk expert., under the patient options.  

5- add alert stating that this pt is a Delta Dental pt

     Create a team talk- it will pop up automatically upon selected options. 

6- should a section for occupation on the pt mode

     Occupation of Patient?  Please explain. 

7- should be able to print pt's call list & bday list with pt's email and pt's cell phone, which it only currently shows home and address

8- should be able to see not just one or the other pt's cell phone , email address, and home phone on the scheduler

9-Should be able to enter more additional comments on the primary trmt plan section , add more room /space to write

10-should have section to enter driver's license # on pt mode   

   You could add this to the Notes section of the patient, the notes section is readily seen.

11- should have a section to enter relatives and friends in the office

    You could add this to the Notes section of the patient, it can be readily seen

12-should be able to enter country code if foreigner or out of country phone number and cant even put the foreign country address and zip code

14- should have a utilities feature to default every patient’s primary contact as the cell phone

Questions-

Why is patient named Chi- La still having some insurance credit even if he is maxed out $2000 for 2018?

   Suggestions:   If your office is contracted with plan OR the plan is set up as PPO, % PPO, HMO etc, the plan will calculate a contractual adjustment based upon values within the plans Bluebook.    If you are not contracted with the plan, select the plan's estimation type to that of Indemnity, and adjustments will cease.    

Why is patient Nidahl Damen walkout statement showing that he has an insurance payment due of over $3000 however his insurance is only $1500 per year?

  Suggestion:  this could be the same as above., or the maximum within the plan could be incorrect? 

15 - Can we change our treatment form plan? One more professional looking.



16- Cant change order of trmt plan group numbers to move down if we want to change and add another group 1 to the top so trmt ins benefits doesnt look like it's max out (to reestimate ins amount benefits)

Suggestion:  Always begin treatment group in Group 3, this makes it easier to move other treatment to that of either 1 or 2 to allow Insurance estimation.    You can easily change a group number for an entire group within the chart module under tx planning, I use that for larger groups so I do not have to individually change each one.   It will be nice when they fix this. 

 

suzanne
Canine III

Re: Softdent Enhancement Request

In response to 3-

Need to combine account mode and patient mode. It is JUST way TOO confusing. We have one account for each patient, and we have a code that says it's a child so we dont bill the child    Do not create an account for each patient, this can create mass confusion, impinge on staff productivity, actually a whole host of issues.   When an acct is created for a family you only have to enter any insurance ONCE. You can select if the 1st or 2nd Guarantor receives the Stmt.

I can see the benefit of an Acct for a whole family, however, it has created too much confusion in our office as well.  One problem occurs when patients can't remember if anyone in their family has been in our office before, so we create a new PT/Acct.  We may not find out that they already have an Acct until after we've gotten a rundown of insurance info and set up Guarantors, which may not be until after their first appt and we've already taken x-rays.  Another problem occurs when a patient updates their address/phone and staff only updates their patient profile and doesn't check their Acct profile.  Even when I remind staff to check the Acct profile, they have to go to each Guarantor tab to see if that patient happens to be one of the Guarantors as well.  And if any of that gets overlooked, then no one knows which info is the "updated" info and we spend a lot of time calling patients and "re-verifying" which one is actually the updated info.  When you start getting into blended families, with step-parents having insurance but another parent wanting to receive the statement, it can get quite tricky.  

Perhaps we could have a pull-down menu (akin to the "Select a Record" section in the Document tree) to select a Guarantor(s) for each patient.  Then if the patient needs to be "moved" to a new account, all of the patient info remains intact, but the Guarantor/Acct info is just redirected in the background.  

This has been such a huge issue in the 15-yr history of our practice that we have a very distorted patient list, with a significant amount of patients having been "moved" 3-4 times to different accounts.

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callton
Premolar II

Re: Softdent Enhancement Request

Melissa - the starting with #3 on tx plan is genius! @mdunham 

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mdunham
Premolar III

Re: Softdent Enhancement Request

HA!  You are very welcome!    To really blow your mind, we add any options to that course of tx as the same group but as SECONDARY or TERTIARY.   Alternatively, we add options to that course of TX beginning with Group30, optional tx for other groups would then be added in Consecutive Group order by 10's, ie Group 30, Group 40 , Group 50, etc.    Group 30  would represent the alternative tx option for Group 3.      

 

 

mdunham
Premolar III

Re: Softdent Enhancement Request

It sounds like you folks are making it harder on you selves than it is.  It may take a group effort to clear up inaccurate account entry policies.  Recreating Accounts ( ie Merging Old with new created) will take time. I I typically add the first Guarantor as the Financial Responsible party, adding any insurance they may have that is applicable to pts in acct.   Guarantor 2 ,3 and 4 are other insured members that are applicable to all or some of patients on acct. ( think of blended families, etc) 

You could begin by: 

*Inactivating all old accounts that have not been in your practice.  (Those accts would not be merged/recreated)

*Beginning with A in Account List and performing for any new Patient

      * If Account is for an Adult- Do not change ACCTMerge dependents (spouse/children) of ACCT to this acct.  Merge of pt to a differnt Account is done be going to the Pt screen and hitting V- Move Patient.   SD will ask if you want to take insurance info with pt to new acct. ETC.   You may NOT want to do this , alternatively, you could write down the amount used in pt guarantor /ins screen and enter those amounts in Transferred pt screen.    MOVED accounts will have an underline in their name.  After they have been moved you could mark the MOVED pts Inactive.  

** IF Account is for CHILD:   

      ****child Pts Parents are not Patients of Practice:  Move Pt from Pt screen by hitting V on pt screen, selecting YEs when SD prompts to take insurance etc, YES to creating New Acct.   After Transferring, Mark the transferred PT  Inactive.  

 ***** Child Pt Parents ARE Patients:    MOVE child pt to Parents acct by selecting V in pt screen, jotting down used ins. values, Select No when asked about moving insurance, No to creating new acct, SD will ask you which acct to transfer pt ( you can select from Acct list)   Inactivate Moved Pt and old PT ACCT.   

***Make Insurance Coordination of Benefits within each PT on New Accts:  When you transfer some of your patients due to your ACCT system set up, their COB may be inaccurate.  You will want to verify the accuracy in each of them.   To do this go to the Patient screen and hit  " G" for Guarantor, then review the insurance assignment listed.   WARNING:  when you change a Primary or Secondary Insurance assignment SD often wipes out the effective dates and used amounts.  So you should write these down prior to the change,  so you can re-enter them after corrections are made.  

 

This may take some time, but It will streamline and eliminate MANY of your frustrations.   Improper initial set up can lead to many issues and a lengthy "clean up"  I see it all the time.  It will get better.   

 

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