Softdent Enhancement Request

[lakegirl]

To be able to visually see which pts are DELTA in scheduler and lists without having to look it up

[danelle_canales]

Have you considered identifying the specific insurances with user codes? 
For example on the patient level add: D for Delta, S for other insurance coverage

This will allow for a quick hover in the schedule to indicate which insurance they have as well as create reporting capabilities (like to pull a list of Delta patients coming in tomorrow or next week, pull a list of uninsured patients coming in, pull a list of patients who have insurance that is not Delta, etc.) 

[pksaari79]

We do that for Delta patients....assign the patients a D code.  Then you can run a report from that.  We do have D for anyone who are assigned the benefits, irrelevant of the insurance.  But you could create other letter codes for insurance companies you are needing to identify.

Kay

[danelle_canales]

@pksaari79 - this is exactly what I was thinking!  If you assign a D to Delta patients you could see the push pin on the scheduler, but more over I could run a confirmation list and see all patients who have Delta (or all patients who don't) on any given day/week.  Also you could run patient lists to check total patient numbers, etc.  It seems like it may be an easy fix to meet their needs.  

[debi_peterson]

This is a great list, and a great collaboration between users!! Let's keep this going.

[danelle_canales]

I have one someone asked for the other day... What do you guys think about "Search for patient by DOB"?

[doctom4300]

Yes, please. I've asked to be able to search the patient list by DOB before.

I would also like to be able to search the list by phone number.

[danelle_canales]

Great idea - I have a meeting Wed; I will bring up both of these recommendations then.  

If anyone else has any great ideas - try to get them to me by Wednesday!

@tyson_edwards, @Nina-Gilbert  

[drcavola]

Wait a minute gang.  These are known Softdent abilities/features already.  And have been for decades ...

Reports - Patient - User Selected.   Type in a DOB, or a phone number, and run the report.  

Done.

[doctom4300]

While I'm on the phone with a patient and having difficulty finding them in the system, I should be able to search the patient list by DOB. I should not have to run a report.