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Janette Whittington (Certified Trainer)

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  1. PIC merge fields

    2 votes

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    0 comments  ·  Perio Vision » Patient Information Center  ·  Admin →
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    Janette Whittington (Certified Trainer) shared this idea  · 

  2. INSURANCE PROFILE - Separate Maximums

    21 votes

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    4 comments  ·  DentalVision Enterprise » General  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    UPDATE - Current version of the software does allow for different category maximums, as well as different percents to be applied to different codes within the categories (exceptions).

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    Janette Whittington (Certified Trainer) commented  · 

    - create an ortho max, links specifically to ortho codes (08000 to 08999)
    - those codes would not affect the general or family max

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  3. Referrer markers

    3 votes

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    2 comments  ·  OMS Vision  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    UPDATE - This task can be completed in the current version of the software utilizing the Advance Referrer profile tab. A trainer would be happy to work with you to set this up.

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    Janette Whittington (Certified Trainer) commented  · 

    You have the ability to do this in the current version of the software using the "Advance Profile" section of the referrer table.

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  4. Bad Debt Write-offs - Should Reduce Accounts Receivable but NOT alter Net Production

    1 vote

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    Researching  ·  2 comments  ·  OMS Vision » Reports  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    Actually within OMSV, you do not have to write off the balance. Simply move the patient into billing cycle 4 (collections) and do not include that cycle when running your Aging report or statements. Most offices write off balances simply because that is always they've had to do it, or that is the way they did it in their old software. Leaving the balance on but in cycle 4 also saves you having to do extra adjustments when (if) the payment comes in from the collection agency.

  5. GET TO DOCUMENT CENTER BY RIGHT CLICKING ON THE NAME ON THE APPT BOOK AND THE OPTION UNDER FILE i

    9 votes

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    3 comments  ·  OMS Vision  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    ** For existing patients only, as pre-registered patients do not have a chart yet. Only "chart' (PIC/EHR) functionality is available from the right click appointment book option.

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    Janette Whittington (Certified Trainer) commented  · 

    Version 15 actually does have this option available. From the appointment book, if you right click, you have to option to go to the Document center, EHR, Narratives, Progress notes, Post visit, PIC and Virtual scan forms.

    Check to see what version of the software you are on and consider an upgrade to the latest version.

  6. Insurance maximums for specific procedures or procedure categories.

    22 votes

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    6 comments  ·  OMS Vision » Patient Information Center  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    UPDATE - Please note that this feature is available in the current version of the software. You are able to have deductibles vary based on category. You are also able to apply different percents to different codes within categories (exceptions).

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  7. in office filter

    2 votes

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    0 comments  ·  OMS Vision » Appointment Book  ·  Admin →
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  8. time clock spreadsheet

    3 votes

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    0 comments  ·  OMS Vision » General  ·  Admin →
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  9. appointment search

    1 vote

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    Closed  ·  0 comments  ·  Endo Vision » Patient Information Center  ·  Admin →
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  10. address change

    4 votes

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    0 comments  ·  Endo Vision » Patient Information Center  ·  Admin →
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  11. Insurance template editing

    1 vote

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    0 comments  ·  Endo Vision » Patient Information Center  ·  Admin →
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    Janette Whittington (Certified Trainer) shared this idea  · 

  12. carrier code

    1 vote

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    0 comments  ·  Endo Vision » General  ·  Admin →
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  13. ES - patient type linked to insurance profiles

    2 votes

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    2 comments  ·  Endo Vision  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    Updating again. Added to other software versions. Need to add to EndoVision as well.

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    Janette Whittington (Certified Trainer) commented  · 

    Updating this. It was brought up again at the expert series and again at the customer I am at now as well.

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  14. insurance exceptions

    1 vote

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    0 comments  ·  Endo Vision » Patient Information Center  ·  Admin →
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  15. billing cycle 5

    1 vote

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    0 comments  ·  Endo Vision » General  ·  Admin →
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  16. payer

    1 vote

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    0 comments  ·  Endo Vision » General  ·  Admin →
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  17. time clock note

    3 votes

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    0 comments  ·  OMS Vision » General  ·  Admin →
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  18. Insurance payment options

    3 votes

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    1 comment  ·  OMS Vision » Patient Information Center  ·  Admin →
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  19. Re-Design the Receipt

    104 votes

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    Needs Clarification  ·  15 comments  ·  OMS Vision  ·  Admin →
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    Janette Whittington (Certified Trainer) commented  · 

    Training suggestion - There is an option for a "different" receipt that you can turn on in preferences, if you are on the latest version of the software. Go to utilities, preferences, operation tab. Scroll down till you get to the payment section. Check both "Allow manual entry of family payments" and "Family line item posting" ..... then go reprint a receipt and see what you think! This new format will actually show multiple payments as well.

  20. zipcode file

    1 vote

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    0 comments  ·  OMS Vision » Patient Information Center  ·  Admin →
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