Setting up columns

You can generate a list of patients with treatment-planned procedures and total the potential revenue from these procedures including insurance and patient portion estimates. The next step in generating the list is to determine what columns for the selected patients you want to display.

Note: If the list does not include patients you expected to see, you likely applied a filter that excludes those patients. Re-check your filter selections to be sure you have selected the options you intended to select.

To set up a column

1.   In the Schedule toolbar, click the Treatment Manager button.

The Treatment Manager View dialog box appears.

2.   To select the columns that you want to display in Treatment Manager, click Show Columns.

The Show Columns dialog box appears.

·        To add a column, select the column you want under Available Columns and then click Add.

The column moves to the Show these columns in this order list.

·        To remove a column, select a column in Show these columns in this order and click Remove.

The column moves to the Available Columns list.

·        To move a column up or down in the Show these columns in this order list, select the column you want to move and click Move Up or Move Down.

Note: You can display the following columns:

·        Guarantor Flag (*) - Indicates a guarantor.

·        Patient Name - Lists each patient’s Last Name, First Name, and Middle Initial.

·        Last TP Date - Indicates the last date a procedure was added to the patient’s treatment plan.

·        TP Total Amount - Shows the total dollar amount of treatment-planned procedures for the patient.

·        TP Ins Estimate - Provides an estimate of the dollar amount the insurance carrier will pay toward the total treatment plan amount.

·        TP Patient Estimate - Indicates the total dollar amount the patient will owe on treatment-planned procedures after the insurance carrier pays.

·        # TP Procedures - Shows the total number of procedures in the treatment plan.

·        Pri Ins Benefits Rem - The estimated dollar amount the patient has remaining in annual primary insurance benefits.

·        Sec Ins Benefits Rem - The estimated dollar amount the patient has remaining in annual secondary insurance benefits.

·        Pri Renewal Month - The month the patient’s primary insurance benefits renew.

·        Sec Renewal Month - The month the patient’s secondary insurance benefits renew.

·        Prev Contact Entry - Indicates the last time an entry was made in the Contacts module.

·        Prev Contact Entry Type - Indicates the last entry type from the Contacts module in conjunction with the Prev Contact Entry column. By default, Easy Dental shows the entry’s description. If a description does not exist, Easy Dental lists the type.

·        Future Reminder Date - Shows the date of the next reminder in the patient’s Contacts entry.

·        Future Rem Type - Shows the first Contacts reminder for the patient in conjunction with the Future Reminder Date column. Easy Dental shows the reminder’s description. If no description exists, Easy Dental lists the type.

·        Next Appt Date - Shows the date of the patient’s next scheduled appointment.

·        Next Appt Time - Shows the time of the patient’s next scheduled appointment.

·        Next Appt Provider - Shows the provider for the patient’s next scheduled appointment.

·        Next Appt Type - Shows the Schedule Type for the patient’s next appointment (for example, Fixed, Open, and ASAP).

·        Next Appt Reason Flag - Shows the reason for the patient’s next scheduled appointment.

·        Unscheduled Appt Flag - Displays a “U” if the patient has an unscheduled appointment.

·        Provider 1 - Indicates the patient’s primary provider.

·        Provider 2 - Indicates the patient’s secondary provider.

·        Billing Type - Indicates the billing type for the patient.

·        Preferred Name - Shows the patient’s preferred name.

·        Home Phone - Shows the patient’s home telephone number.

·        Work Phone & Ext - Shows the patient’s work telephone number.

·        Best Time to Call - Indicates the best time to contact the patient.

·        E-mail address - Shows the patient’s e-mail address.

·        Chart# - Shows the patient’s chart number.

·        Birthday & Age - Displays the patient’s birth date and age (calculated from the birth date and current date).

·        Family Position - Indicates the patient’s position in the family.

3.   Click OK.

The Show Columns dialog box closes, and your column options are saved.

4.   To display a TOTALS row at the bottom of the columns, select Show Totals, and then click OK.

A message appears.

5.   To generate the Treatment Manager list and compute the treatment plan totals, click Yes.

All patients meeting your criteria are listed, a TOTALS row is added, and a total for each column is computed.