Overview – Version 2.33 Scheduler Chair/Chart/Checkout The dialog that shows from the “Codes column” shows patient’s name Chart is locked after 7 days Ability to enter a chart revision when chart is locked. Chart entries will not re-sequence Special Considerations will show when present. Special considerations are entered from the Tx Plan Checkout will remember assistant when “Show All” selected from the “Missed dialog” Letters New letter fields for Special Consideration, the TX custom field, and Cast Radiograph Evaluation. MS Word to be active window in Windows7 Scheduler Popup message to indicate a charge was entered. Double click on any appointment opens patient's chart. Fixed column sizes to eliminate horizontal scrolling of scheduler grid. Miscellaneous Fixes Needs Appointment: Generate chart comments directly from the Needs Appointment list. Outcome Assessment: Added Cast-Radiograph Evaluation Score. Tx Plan: Added a custom dropdown. Appliance: can now print lab slip via Dymo

Overview – Version 2.33 (continued) OrthoProLogic Dentist: Show fax and from main screen. Indicate preferred contact. Contract: Sort contract types in dropdown. Financial Alerts: Add user who entered the reminder. Insurance: Add effective and expiration dates. Patient: Add flags to indicate what gets ed Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts. Resp Party: Added divorced indicator. Reporting New look to the reporting program Export to Excel feature should work better New Reports: Added Birthday list Added Financial Warning report Outcome Assessment report Added more criteria to "Patient By" report

Chair screen – Codes column Patient name is displayed

Chart locks after 7 days All chart entries lock after 7 days

Chart Revision New chart revision feature shows the chart entry being revised (top) and the revised entry (below). You can enter the revision directly into the grid.

Chart Revision Display Chart revisions will display immediately after the entry being revised. The Breakage column will show the date of the revision. All other columns can be revised and the revising doctor and assistant can be noted.

Special Considerations New Special Consideration can be entered in Tx Plan and shown on Chart. Can later be modified in chart similar to Tx Plan Notes.

Letters

Finance Charge Warning The front desk will be warned with a popup that a charge was recently added to the patient. Primarily used when the doctor/assistant adds a charge from the chair. This will warn the front desk to collect the charge.

Scheduler Improvements Double click on any appointment to open that patient’s chart. The horizontal scrolling of the scheduler grid is eliminated

Needs Appointment – Generate Chart Comment Chart comments support the standard shortcuts by clicking the “Chart Comment” button. Enter chart comments from the Needs Appointment List

Outcome Assessment – Cast-Radiograph Evaluation Added Cast Radiograph Evaluation score. Enter any whole number

Tx Plan – Custom Field Customize the values of the new Tx Plan custom field on the configuration screen.

Appliance – Lab Slip Ability to print a lab slip with the Dymo label printer. Customize the initial format of the appliance label from the configuration screen.

Label Font Size

Miscellaneous Scheduling Enhancements Chart: Fix re-ordering of chart entries when existing item is edited Letters: MS Word to be active window in Windows7 Can specify font for labels

Patient and Billing OrthoProLogic Dentist: Show fax and from main screen. Dentist: Indicate preferred contact. Contract: Sort contract types in dropdown. Financial Alerts: Add user who entered the reminder. Insurance: Add effective and expiration dates. Patient: Add flags to indicate what gets ed Payment schedule: Clarify what is the full contract amount vs. the "Your Portion" amounts. Responsible Party: Added divorced indicator. Reporting: Added Birthday list Reporting: Added Financial Warning report Reporting: Added Outcome Assessment report Reporting: Added more criteria to "Patient By" report

Dentist Fax and Show the dentist’s fax and address from the main screen. Indicates their preferred contact method.

Contract Type Dropdown is Sorted The contract type dropdown will display choices sorted alphabetically

Financial Alerts – Show creating user Show the user who created the financial alert

Responsible Party / Insurance Resp Party – divorced indicator Insurance – effective and expiration dates

Patient Codes Add flags to indicate what gets ed. Please note that these indicators won’t do anything until the next version when the Screen is implemented.

Payment Schedule Clarify what is the full contract amount vs. the "Your Portion" amounts.

Reporting Reporting Program New look to the reporting program Export to Excel feature should work better New Reports: Added Birthday list Added Financial Warning report Outcome Assessment report Added more criteria to "Patient By" report