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DonPitcher
Canine II

Families in WinOMS

Is there a way to attach patients to parents in WinOMS? In SoftDent, if patients have the same guarantor, then they are connected. There should be a way to build this into WinOMS. It would help eliminate the need for staff to enter the same information multiple times. This often comes up with siblings who come to have their wisdom teeth removed.

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CS Dental Employee
CS Dental Employee

Re: Families in WinOMS

Today the best way to do this is to create a responsible party and attach that same responsible party (or Guarantor) to the patient.  In WinOMS today, the only significant benefit would be in the statement generation workflow because of the ability to group statements together by "family."

Let us know if there are additional ways that having references to family in the software would be useful.

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annag
Canine III

Re: Families in WinOMS

We've run into problems (e.g. refunding one sibling and billing for another) because dad signed as responsible for one kid and mom signed as responsible for another. So it would be nice to have a way to link sibling/family accounts in some other way.

Even if it's just by guarantor, it would be nice to have some kind of marker or notification that there are tied accounts so there's a visual that there may be balances on other accounts.

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