Tips of The Trade

Discussion created by lhopkins on May 24, 2016
Latest reply on Feb 7, 2018 by mdunham

I would like to hear the little tips & tricks you have created that help your office function better by adapting an aspect of SoftDent.  For example:  We are a fast paced high production office.  We communicate on the fly any way we can.  Colors, hand signals, code words, notes, headsets, Team Talk etc.  One of the most efficient communications we have created within SoftDent is a series of codes to act as enhancements to the existing ADA code list when scheduling appointments.  We already had an office term associated with our most commonly used ADA codes and have set our Scheduler parameters to display those as part of the information associated with the schedule, but we have also created a series of 500 level codes in order to provide more detail about any type of standardized code that could have multiple possibilities.  The actual code that will end up on the patient's transactions, insurance claim, etc may be a D0140, but when we schedule the appointment, our front desk will add one of our 500 codes to clarify.  A 0501 would indicate the emergency exam is due to swelling or pain which would more than likely be a x-ray, short check, prescribe an antibiotic and get them back for restoration or extraction once the probable infection is under control.  A 501.5 is for trauma that may require an operatory be prepared & waiting for the patient to be seated immediately upon arrival.  This patient would have to be handled gently and may require additional staff.  Assistants would probably set out additional 2x2's than usual.  It may require stitches, more extensive x-rays, or even coordinated hospital care.  A 0503 indicates the patient has broken tooth or a 0511 is for a broken filling each of which would necessitate an x-ray, possible temporary, either immediate if schedule allows or reschedule for filling, possible root canal &/or crown.  We have over twenty self created codes that help our front desk be aware of potential production to fill a cancellation same day or to maximize scheduling in a tightly booked day.  And our back staff have greater insight into the severity, length and instrumentation that may be required for that specific type of procedure.  This improves efficiency which translates into patient confidence and satisfaction.  Plus, we rarely go to lunch late or leave late. These simple additions greatly enhance the communication of a glance at the schedule.

What are your tips & tricks?