ADA Survey Here is what we can do for you!

Online Scheduling and Confirmation

Description	Response
Auto dialing from a confirmation list on screen	N
Online appointment booking	D

Patient Alerts and Preferences

Description	Response
Alerts the user to medical concerns when capturing an existing appointment or when making a new appointment	Y
Patient preferences considered and stored	Y
Maintains appointment types database that tracks time used, intervals between appointments, expected revenue, preferences, etc.	Y
Database also contains patient contact information	Y
Alerts for financial and scheduling history concerns. (Both of these items tracked separately, but pop up when scheduling.)	Y

Production Planning and Projections

Description	Response
Tracks lost production and unscheduled treatment from broken appointments	Y
Generates future production reports	Y
Maintains appointment types database that tracks amount of time, intervals between appointments, expected revenue, & appointment restrictions	Y
Time utilization reports which weigh planned time vs. actual	N
Track failed/canceled appointments, by provider/patient. System also: counts absences, and maintains an audit trail of modified appointments	*
Recall scheduling coordinating multiple patients, (e.g., families)	Y
Reactivation tracking and reporting for inactive patients in recall or recare. Active or inactive status determined by client.	N
Recall interval can be entered/modified	Y
System alerts if an attempt is made to schedule a recall in advance of 3rd party allowances	N
Lists patients (with phone #) due for recall by user-specified time period, provider or providers, or delinquency of account.	Y
Records notes from phone contacts, or attempts to contact	Y
Reminders, confirmation letters and/or cards, or phone call lists automatically printed at a client-defined time prior to recall.	D
Prompts to place the patient on recall at the treatment planning screen, when treatment is completed, or at current appointment	Y
Allows multiple recalls for discipline specific purposes (e.g., preventive, endo, prosth)	Y
Multiple types of recalls - e.g., three month perio check, six month denture check (patient defined)	*
Default appointment types such as six month recall	Y
Appointment card or letter printing	Y
Recall/Recare mechanisms of tracking and reporting for follow up and continuing care	Y

Schedule Management Features

Description	Response
Generates schedules for individual provider(s), for groups of providers, or for an entire clinic (as determined by user)	Y
Alerts the user to medical concerns when capturing existing appointment or when making new appointment	Y
Ability to limit the number of hygiene exam hours assigned a doctor by monitoring the examining doctors hygiene patients	N
Alerts for financial and scheduling history concerns (Both items are tracked separately, but pop-up when scheduling)	N
Direct interface of schedule from treatment plan	Y
Patient financial requirements noted on scheduler viewing	Y
System tracks: date lab work is sent/due/returned, all overdue cases, all items sent to lab (e.g., articulators)	N
Identifies patients who have payments due that day	N
Appointment searching for specific requests such as Saturday AM Only	Y
Searching protocols such as block scheduling, pattern scheduling, percentage based scheduling	Y
Patient listing for confirmation of appointments (with comments on financial information if applicable)	Y
Broken, failed, or canceled tracking and reporting	Y
Override and create double booking	Y
Generates a new patient record from a new patient appointment	Y
Maintains an audit trail of modified appointments	Y
Tracks lost production and unscheduled treatment from broken appointments	Y
System tracks: date lab work is sent/due/returned, all overdue cases, and all items sent to lab (e.g., articulators)	N

Searching and Tracking Scheduling

Description	Response
Manual or computer search for length of time needed by provider	Y

Clinical Record Features

Description	Response
Allergy and medical health alerts	Y
Allows recording of all ADA approved descriptive and treatment codes	Y
Allows recording of anatomic site	N
Audit trail of modifications made to the record, by whom and when	N
Comprehensive display of treatment planned and completed	Y
Date stamps placed on all treatments, diagnoses, and conditions noted	Y
Historical comparisons of clinical observations (e.g., changes in periodontal data over a two year period)	Y
System has a prescription log	E
System has a prescription writer	E
System has a sedation log	N
Stores altered images with time/date stamp and markings denoting them as altered images	Y

Patient Health History

Description	Response
A health history interview is provided as part of patient health history	Y
System allows the dentist to confirm any responses which may affect dental treatment	Y
System allows the dentist or specialist to customize the questions	N
Allow free form input of notes upon the affirmative or unknown response	Y
Dentist can comment on information presented	Y
Confirmed medication information is recorded in the clinical record	N
Patient health history can be updated at user-defined intervals	Y
Scheduler prompts for health history updates	N
Prior health history responses are retained	Y
Patient health history can be entered by patient	N
Family health history is shared among family members	N
Patient identification information is shared among modules	Y
Specific allergic reactions can be noted e.g. anaphylactic shock, hives or upset stomach	Y

Patient Information Security Features

Description	Response
Altered information storage with time/date stamp and marked as altered information	Y
Audit trail of patient information disclosures, by whom, why, and when	N
(Our system will keep track of who changed the record and when, not why.)	Y
Complies with all applicable laws and security regulations	Y
Provide hierarchical protection of patient information to limit access	Y

Treatment Information Features

Description	Response
(Your treatment information can be implemented through our Word Processing Module)
Consent to treatment forms	N
Home care instructions	N
Medication orders and instructions	N
Patient education materials	N
Post-operative instructions	N
Post-sedation instructions	N
(Our Treatment Planning is implemented through the use of Pre-Authorizations)
Provides comprehensive display of treatment completed and planned	N
Treatment plans can be constructed in phases	Y
Permits onscreen treatment planning - virtual charting	Y
Tracks procedures performed and pending	Y
Treatment plan broken down by visit with financial requirements, time spreads, & notes on a report for the patient	Y
Multiple treatment plans can be stored and generated for one patient	Y
Can identify and retain deleted and/or changed treatment plan items	N
Printed treatment plans indicate date, time, and user printing the treatment plan	Y
Explanatory notes can be stored with individual treatment plan items	Y
Dentist can utilize a ""status"" to be applied to any treatment plan or its items	N
Treatment plans can be sorted and reordered as needed	N
Can print incomplete treatment plans by: provider, procedure or user defined criteria	N
Can transmit treatment plans electronically to third party carriers for pre-determinations	Y
Can automatically calculate insurance benefits and patient financial liability when entering procedures on a treatment plan	Y
Treatment plans can be stored and billed as work is actually completed	Y

Collections Management

Description	Response
Aging by the date of service on request	Y
Aging dates reflect current (under 30 days), 30-60 days, 61-90 days, 91-120 days, over 120 days	Y
Ability to charge interest on a finance fee	Y
Production and collection tracking for multiple providers	Y
Separate and combined aging by provider, insurance company, contracts, etc.	Y
Open item accounting for insurance billing and tracking	Y
Multiple cycles for billing statements (for example, aging date, alphanumeric by name, etc)	Y
Automatic generation of a fee upon entry of a procedure code	Y
Insurance aging and auditing of submitted, paid, non-submitted claims	Y
Insurance coverage breakdown per policy, employer, or company that list deductibles, maximums, % per category, etc.	Y
Reflection of primary insurance payment when secondary claim is sent	Y
Changes estimated insurance portion when entering charges	Y
Single screen posting of batch insurance payments	Y
Open item accounting for insurance billing and tracking	Y
Open item insurance estimation	Y
Secondary insurance processing generated by primary insurance response	Y
Employer tracking of employees benefits and office utilization (sort reports by employer)	N
Statements reflect estimated insurance benefit and patient balance; PPO, HMO coverage, processing and eligibility handling	Y
Online insurance adjudication	Y
Insurance forms printing for completed and planned services, including Medicaid and ADA standard dental claim form	Y

Insurance Information Management

Description	Response
Insurance form duplication for resubmission	Y

Patient Billing Information

Description	Response
Generates a routing slip providing all basic patient information plus user-defined data	Y
Inclusion of ""c/o"" and other such forwarding and routing information	Y
Multiple telephone fields for a cell phone, fax or e-mail address	Y
Ability to transfer old balances to another responsible party	Y
Ability to bill insurance under the providers name (not the patients regular doctors name)	Y
Statements reflect estimated insurance benefit and patient balance; PPO, HMO coverage, processing and eligibility handling	Y
Dunning statements generated for billing	Y
Day sheet generation for balancing the deposits and viewing billings for the day	Y
Patient demographic tracking and reporting	Y

Patient Walk-Out Statements

Description	Response
Account balance broken down by: previous balance, todays treatment and fees, 3rd party coverage information	Y
Deductible and/or co-payment owed; remaining coverage; expected payment from 3rd party	Y
Next appointment; recall information	Y
Tooth number and surfaces, if applicable;	Y
Todays payment and date	Y
Statements printed on request for single patient	Y
Immediately displays walk-out statement (i.e., what is owed by patient and insurance)	Y
Personalized statement messages for individuals	Y
Financial arrangements on statements	Y
""Thank you for your payment"" or similar message printed on statement when a patient makes a payment	Y

Posting Payments and Fund Transactions

Description	Response
Does not show posting errors on statements	Y
Payment tracked by ADA procedure code	Y
Electronic Funds Transfer - Reconciliation of Accounts	N
Enters transactions by different providers on the same screen	Y
Historical reporting of transactions by user defined date parameters	Y
Posting charges from the appointment book (if present)	Y

Production Analysis

Description	Response
Transaction breakdowns which track: charges, payments, adjustments, discounts, refunds, writeoffs, finance charges	Y
Report showing Collection / Production ratio	Y
Production and Collection comparisons to previous periods	Y
Production reports indicate patients seen, production, collection, HMO/PPO/capitation income vs. office fee for similar service	Y

Reporting and Financial Analysis

Description	Response
Average patient case fee (average production and collection per patient over a date range by provider)	Y
Referral report showing referred, treatment planned, treatment performed, fees and collections	Y
Quantifies the number of active patients using a practice-defined description of active patient	Y
Missed payment report	Y
Historical reporting of transactions by user defined date parameters	Y

Tracking

Description	Response
Track financial arrangements, payment plans, coupons, and contracts	Y
Print capabilities for financial agreements and truth in lending forms	Y
Financial promise tickler file	Y
Payment plans, financial plans with and without interest	Y
Separate deposit slips possible by doctor, cash, check, charge, and EFT	Y
Goals comparison in scheduling, production, new patients, etc.	Y
User defined filtering and sorting of financial reports	Y
Receipt number/i.d	Y
Accounts receivable summary reports (patient and carrier) sorted by procedure codes w/aging (current, 30, 60, 90 days)	Y