Patient Upload Override

You can use the Patient Upload Override option to select certain criteria for uploading patient information that is different from the criteria you selected in the WebSync Setup Wizard. Once you have selected criteria in the Patient Upload Override dialog box, you can upload just the patients who match the new criteria to your website.

To perform a Patient Upload Override

1.   In the DXWeb toolbar, click Upload and then in the submenu, click Patient Upload Override.

The Patient Upload Override dialog box appears.

2.   Do the following:

·        Select Patient - Click the From and To search buttons and select the first and last patients for the range from the Select Patient dialog box, or leave <ALL> selected.

·        Ledger - Select one or more of the following:

·        Family/Patient Ledger Transactions - Uploads transactions that occurred on or after the first transaction date for the family.

·        Account Information - Uploads Aged Balances, Last Payment, Last Insurance Payment, Last Statement Date, Outstanding Billed to Medical/Dental, Expected from Dental Insurance, and Guarantor Portion of Total Balance. Will not upload information for patients who do not have Use Guarantor's User ID and Password selected from Patient Setup.

·        Payment Agreement Information - Uploads Payment Amount, Amount Past Due, Payment Due, and Due Date.

·        Patient Message - Type a generic message to send to all patients in the range during upload.

·        Patient's Clinical Information - Select Treatment Plan to upload treatment planned procedures and then select one or more of the following:

·        Include Estimates - Uploads insurance estimates.

·        Include Case Note - Uploads case notes.

·        Use Patient-Friendly Descriptions - Uploads procedure descriptions.

·        Appointments - Select Appointment Date, Time, and Provider (default) to upload all future appointment information for the family.

·        Select Provider - Click the From and To search buttons and select the first and last providers for the range from the Select Provider dialog box, or leave <ALL> selected.

·        Billing Type(s) - Select All (default), or select the Billing Types you want to view from the list.

3.   Click OK.

All patients matching the selected criteria appear on the DXWeb Upload List.

4.   To remove patients from the DXWeb Upload List, select them and click Remove Patient(s) from Upload List.

5.   Click Upload.