This document provides an overview of many of the new features that have been added since

Transcription

1 What s new in Dlphin Management 9.0 This dcument prvides an verview f many f the new features that have been added since Welcme t Dlphin Management 9.0! versin 8. Dlphin Management 9 is designed t wrk under Windws 7, Windws 8 and 8.1, Windws 10, Windws Server 2008 r higher, and SQL Server 2008 R2 r higher. Please see fr cmplete technical specificatins. Dlphin Imaging 11.9 and Aquarium 3.4 are recmmended fr use with Dlphin Management 9 C O N T E N T S : NEW MANAGEMENT FEATURES IN NEW INDUSTRY STANDARD LOOK AND FEEL... 2 NEW, STREAMLINED WAY TO ASSIGN EMPLOYEE RIGHTS... 2 NEW 2-WAY SMS FEATURE AVAILABLE... 3 ANALYSIS TOOLS... 4 ANYWHEREDOLPHIN... 4 GENERAL... 5 DOCUMENT ORGANIZER... 9 EDIT MENU... 9 FINANCIALS LETTERS PATIENT INFORMATION REPORTS SCHEDULE SUPER QUESTIONNAIRE TOOLS MENU TREATMENT CARD SPECIALTY MODULE BETA GENERAL ANALYSIS TOOLS EDIT MENU FINANCIAL PATIENT INFORMATION REPORTS SCHEDULING TREATMENT CARD... 34

2 New Management Features in 9.0 New Industry Standard Lk and Feel Dlphin is rebranding itself with a new, unified lk and feel, based n the Material Design industry standard. One f the advantages f this is that it brings mre emphasis t practice-specific clrs, as shwn in the Schedule screen sht belw. New, Streamlined Way t Assign Emplyee Rights This release f Dlphin Management includes User Rles, which allw yu t quickly assign specific applicatin rights t emplyees, based n the rle they have in yur ffice. Fr example, yu can assign the rle, Financial, t the staff member in charge f billing. Using the new Manage User Rles feature, yu assign pertinent applicatin rights t the Financial Rle. Any emplyees defined as Financial will inherit these applicatin rights. Yu can then g int Emplyee Rights and further custmize each emplyee s access t Dlphin features as needed. Edit Practice Emplyee Rles (assign and define staff rles) Edit Practice Emplyee Rights Overrides (custmize rights fr individual emplyees that verride any rights granted r denied by the assigned rle) Please nte the fllwing: Several rles are shipped with Dlphin Management, but ther than the Administratr rle, these d nt have rights assigned. The Administratr rle has all rights assigned by default, and yu cannt change it. Hwever yu can custmize individual rights fr any emplyee assigned the Administratr rle. Once yu assign a rle t an existing emplyee, Dlphin gives yu the ptin t keep r reset whatever rights that emplyee had assigned in previus releases. Yu can assign mre than ne rle t emplyees, and rights granted in ne rle verride rights denied by the ther rle. What s New in Dlphin Management August 2018

3 New 2-Way SMS Feature Available This release f Dlphin Management V9 includes 2-way SMS, if yur practice is licensed fr it. The new SMS Messaging Center prvides a central place t manage incming and utging SMS messages: Send/receive tw-way instant messages between the practice and entities in yur database, such as patients, billing parties, dctrs, and yur emplyees. View ne, tw, r mre message threads in separate windws, with quick access t patient infrmatin n each windw. Cpy/cut and paste cntents frm ne message thread t anther. Resend a message Switch entities during a cnversatin if mre than ne entity uses the same SMS phne number. Mark an inbund message as read r unread fr yu, all emplyees, r emplyees yu select. Receive and reply t an SMS message frm an unknwn cntact, and add that number t an existing cntact, r create a new patient recrd with that number. Send, receive and view all sent and received SMS messages. Quickly access patients and patient-related prgram features frm a patient thread r billing party thread that has a patient in cntext. Create grups f entities t which yu want t send SMS messages, either manually r by using a DIRT reprt. Send appintment reminders t patients wh have a next appintment scheduled: There are three ways fr yu t access the SMS Messaging Center: Frm the Main menu, select Messaging Center. Frm the Main Icn pane, click Frm the status bar, click the icn. Fr mre infrmatin, see the nline help. What s New in Dlphin Management August 2018

4 Analysis Tls We added a new view, Hummingbird Analysis t Practice Analysis. We added a new view, Scheduled Charges, t the Practice Analysis. Yu access this n the View menu. This view shws all scheduled charges, bth past and future. We added a new field t Practice Analysis, Prductin Emplyee, and we mved the Amunt field t the last clumn. We remved the Late Fee Amunt field frm the prductin view. Practice Analysis nw reprts future scheduled charges, based n charges tied t appintments and appintment types in the schedule. Data frm any date range beynd the time yu run Practice Analysis will be included. Fr example, if yu are running Practice Analysis in the middle f the mnth, and yu select This Mnth as the filter, the analysis will include future numbers frm tday thrugh the end f the current mnth. If yu select Mnth t Date as the filter, future numbers will be excluded. Practice analysis nw includes a breakdwn f adjustment subtypes when yu make adjustments that decrease ttal due frm insurance cmpanies. We previusly shwed adjustment subtypes fr patients nly; nw we d the same fr insurance. AnywhereDlphin We mved the MyOrthdntist Lgin Verificatin Template and Invitatin Template grup bxes frm the Defaults tab t a new MyOrthdntist tab. We added tw new grup bxes n the MyOrthdntist tab t supprt new features in MyOrthdntist 4.0: My Elastics includes an ptin t enable r disable Tth Chart View fr Elastics, which allws MyOrthdntist users t view their elastics placement n their tth chart. Next Visit Scheduling allws patients/billing parties t schedule their next visit if the ldest Next Visit treatment card entry is unscheduled. Yu specify the search parameters: Max weeks befre next visit t search sets the number f weeks t begin the schedule search relative t the calculated next visit date. Max weeks after next visit t search sets the number f weeks t end the schedule search, relative t the calculated next visit date. Max penings t ffer sets the maximum number f pen schedule reservatins the patient can see. We added the fllwing ptins t the AnywhereDlphin/MyOrthdntist Setup, MyOrthdntist tab, Lcatin Settings grup bx: Return nly reservatins fr the patient s assigned Orthdntist When next visit minutes are nt specified use: Appintment type default minutes Open reservatin minutes Next appintment message template Yu can edit the Next appintment message template, and we have added the fllwing message tkens fr that purpse: MyOrthNextApptLcatin MyOrthNextApptMinutes MyOrthNextApptPrvider MyOrthNextApptType MyOrthNextApptWeeksOut What s New in Dlphin Management August 2018

5 We added a Push Ntificatins tab t the MyOrthdntist / AnywhereDlphin Setup and Defaults screen. On this tab yu can turn push ntificatins n r ff t ntify users that yu have sent an nline questinnaire, shared a secure dcument, r shared Aquarium media. We added an field n the MyOrthdntist / AnywhereDlphin User Settings screen. If the n file fr this user is different than the shwn in this field, an Update buttn appears n this screen. Click this buttn t update the address assciated with the user s AnywhereDlphin accunt with the default address currently n file in the database. This prvides anther way t sync s between Dlphin Management and AnywhereDlphin if a patient s address changed prir t the enhancement described next. A patient s address is updated in AnywhereDlphin and/r MyOrthdntist whenever yu update that patient s address in Edit a Patient. We added a new applicatin right Edit AnywhereDlphin/My Orth Integratin Setup, which is granted t anyne with Edit Menu rights by default. This cntrls visibility/access t the ptin frm Edit-->Integratins and the Setup tl bar buttn n the Online Questinnaires screen. On the AnywhereDlphin / MyOrthdntist Setup and Defaults, Setup tab, we replaced the Remember This Passwrd ptin with the Save passwrd fr ptin, which includes tw radi buttns: My Lgin Only is the default ptin, and it saves the passrd fr the current user (same as the Remember This Passwrd ptin) All Emplyee Lgins, when checked, saves ne cpy f the passwrd in the database and prevents the AnywhereDlphin lgin prmpt frm appearing when an emplyee accesses a feature that requires AnywhereDlphin cnnectivity. This way the AnywhereDlphin passwrd is kept secure frm staff that shuld nt have it, but thse staff members can still use the cnnectivity when required. General Dlphin Management and Dlphin Ocean nw explicitly supprt Transprt Layer Security If yu have an ptical scanner attached t the sign-in statin, patients can nw sign in using the new MyOrthdntist 4.0, Patient Badge feature. When a MyOrthdntist user scans in using the MyOrthdntist, Patient Badge feature, and the Lkup a Patient screen is pen, that patient s infrmatin will nw shw in the lkup search results. We added tw buttns t the Incming Call dialg bx: Fr unknwn incming calls, the buttn, when clicked, prmpts yu t set a phne type and enter a nte. After yu save the new number, the Add a Patient dialg bx pens where yu can enter new patient data t assciate with this number. The buttn clses all Incming Call pp-up windws if there is mre than ne. The Emplyee Rights dialg bx nw uses the same clrs and legend as the Edit Practice Emplyees Security Overrides tab. The Help Cntents menu nw includes the keybard shrtcut fr accessing nline help: F1 We imprved the perfrmance f the Alerts/Tasks screen when the criteria results in several hundred alerts returned. We imprved the lad speed f alert icns thrughut the prgram. Yu can nw alphabetize the list f emplyees in Sessin Manager -- Just click-srt n the Emplyee clumn. What s New in Dlphin Management August 2018

6 We updated the clumns n the SMS Accunts dialg bx t include the first name, last name, cntact phne, and lcatins rather than just the user name and lcatins. The Status Bar includes a new icn which links t the chat messaging system. Click the icn t pen the Chat Message Viewer. The lgged-in emplyee s unread and received messages lad fr the date range, up t and including tday. Right-click t pen the Send Message windw. We made the fllwing imprvements t the Chat Message Viewer : The Send Message dialg bx nw defaults t Selected User instead f All Users/Lcatins. Yu have the ptin fr Dlphin Management t stre the last user t whm an emplyee sent a chat message: (System Optins->General tab- >Remember previus Chat Message recipient). Message cunt New tlbar buttns, Mark Read and Mark Unread Ability t cntrl-click r shift-click t mark multiple messages as read r unread Duble-click a message t view and/r reply t it View buttn changed t View/Reply buttn Imprved perfrmance lading messages, and a Lading message bx pens fr large results We made the fllwing imprvements t the incming chat message windw: Message threads: When a user initiates a new chat message, that begins a message thread, and all messages in that thread are listed in the incming chat message windw. Each message in the thread includes a time stamp and the user wh send the message Yu can send a reply directly frm the incming chat message windw. If yu click Send, the message is sent and the incming chat message windw clses. If yu press Return/Enter after typing yur reply, the incming chat message bx stays pen, the text bx clears ut, and the reply is sent immediately. Yu can right-click any message in a thread t pen the Create new Patient Cmment frm this message ptin. This replaces the New Cmment buttn frm the previus release. Cpy and Select All ptins are nw available when yu right click n a message in a thread. Use Cntrl+C t cpy text within a message thread. Multi-line messages nw shw withut truncatin. We imprved the lad time fr threads sent t multiple user grups. What s New in Dlphin Management August 2018

7 We have added spell check t Edit Template, bth text and HTML versins, Edit SMS Template as well as treatment card Ntes tab, and many ther (nn -numeric) text fields thrughut Dlphin Management. A red, wavy line appears under any misspelled r unrecgnized wrds. Yu can right-click n the underlined wrd, and select frm ne f the fllwing ptins: Click a spelling crrectin (if ne appears) t replace the underlined wrd with that suggestin. Ignre All (ignre this wrd if it appears again). Add t Dictinary (The system adds this wrd t a custm dictinary assciated with the lgged-in user, s it will nt be flagged again.) Check Spelling (appears if yu right-click the underlined wrd, r anywhere else in the field where this ptin is supprted). On the Treatment Plan, Ntes tab, click the spell check icn t pen the Spelling dialg bx. Frm the and SMS templates text bxes, right-click, and select Spelling t pen the Spelling dialg bx. This wrks similarly t ther sftware spell-check dialg bxes. T custmize spell check behavir, click the Optins buttn, which pens the Spelling Optins dialg bx. Here yu can specify general spelling ptins, such as ignre all wrds in uppercase, ignre web sites, ignre wrds with numbers, etc. Yu can als add, change, r remve wrds frm yur custm dictinary. These ptins apply t the lgged-in user nly. Yu can als access the Spelling Optins dialg bx at any time, via the Tls menu. This way yu can set r mdify yur spelling preferences at any time befre running a spell check in the areas f the prgram where it is supprted. We added Send Message as a new ptin when yu right-click n a line f data in a dialg bx (fr example, right-click n an appintment n the schedule, r n a patient in the Letters batch). We imprved the lad speed f the Time Clck Viewer. We enhanced the Time Clck Viewer t autmatically lad time clck data when launched. Yu can cntrl this via a new ptin that is checked by default. Tls-->Time Clck Viewer-->Optins-->Aut-lad viewer when pened We changed the way we stre and retrieve prductin. Previusly the dctr assciated with the patient was always cnsidered the prductin emplyee. Nw this infrmatin is stred internally based n the emplyee assciated with an adjustment n the ledger. We made the fllwing changes t the Appintments step n the Checkut wizard: What s New in Dlphin Management August 2018

8 Replaced the Next Visits and Future Appintments grids with a tabbed interface, and each tab prvides a cunt f ttals. Frm the Future Appintments tab list, yu can right-click n any appintment, and access the same features as yu d in the Scheduling patient navigatr grup bx. The infrmatin here refreshes t reflect changes t future appintments made utside the Checkut wizard. The Schedule, Search, and Recall-related buttns appear n the Next Visits tab, and a Search buttn appears in the first clumn in grid. Click this buttn t pen Search Schedule fr the appintment listed. We enhanced the Lkup a Patient feature: When yu lk up a patient by name, yu nw have the ptin t lk up by (Last, First), which is the default, and (First Last). Additinally, we imprved the way wildcard characters wrk, and capitalizatin is n lnger required. Examples: Criteria Enter T Find Last, First A r a All patients with last names beginning with A Last, First %sn All patients with last names ending in sn First Last J %sn All patients with first names beginning with J and last names ending in sn First Last b a All patients with first names beginning with B and last names beginning with A We nw prevent users running an lder versin f Dlphin frm making any financial updates if anther user updates his r her machine t the latest versin f Dlphin. We have imprved the way yu can enter shrtcut date perids in date fields, including the Weeks Out field in a treatment card Next Visit entry. We have als added tw ntatins, Y fr year and Q fr quarter. Yu can als use a minus sign t subtract a number frm a perid rather than add it. Examples: Enter 1M 1W 3M1D 1Y 4D 4M1W1D T Specify 1 mnth plus 1 week frm tday 3 mnths plus 1 day frm tday 1 year minus 4 days frm tday 4 mnths plus 1 week plus 1 day frm tday What s New in Dlphin Management August 2018

9 We added tw new ptins t the Help menu: View Release Ntes and What s New in DM v9. The View Release Ntes ptin replaces the View Update Histry ptin. We added a new applicatin/emplyee right, Merge and Cnversin Utilities under Miscellaneus, which is given t all admin users by default. Users with this right can access and run all f the Merge and Cnversin ptins n the Tls Utilities menu. Dcument Organizer We enhanced the Flder Template Setup feature in Dcuments. When yu set up a template flder, yu can nw add files t that flder, and that flder and its assciated files will be added t all applicable entities in yur database. Fr example, if yu want t add a T-D list whenever yu add a new patient, yu wuld create a default flder, specify that it is fr a Patient Recrd Type, and add that T-D list t the flder. Frm the Dcuments screen fr an entity: Optins Flder Template Setup Template Details grup bx >Add: Frm the Flder and Files dialg bx, click Add t pen the Add File t Template Flder. Here yu can select the file and add it t the selected flder (in the screen sht abve, it is the FORMS flder). This flder and file will be added whenever yu pen any patient s Dcuments. We added a Refresh buttn t the Dcuments tl bar. The Send t Cmpressed (zipped) flder ptin is functinal when yu right-click n a dcument r flder in the Dcuments right pane. Edit Menu We restructured the Edit Menu s that many f the items previusly under Edit General are nw rerganized and easier t find: What s New in Dlphin Management August 2018

10 The screen sht abve shws which items are still under Edit General. The fllwing items, previusly under General, can be fund under the Cmmunicatin menu: Setup Templates Letter Statuses Phne Number, Type, and Integratin Setup SMS Templates The fllwing items, previusly under General can be fund under the Integratins menu: Under Patient: Under Peple: MyOrthdntist/Anywhere Dlphin Setup Partner Integratin Plugins Patient Cmment Types Patient Statuses Tracking Dates Cntact Types Dctr Types Dctrs Grup Types Histry Types Image Types Marital Statuses Other Referrals Relatinships Salutatins Schls Under Questinnaire: Questin Grups Questinnaire Letters Super Questinnaire Letters What s New in Dlphin Management August 2018

11 Super Questinnaire Presentatin Setup Super Questinnaire Setup Under Reprting: Categry Hummingbird Setup Reprts Reprt Batches Reprt Rights Overrides The Appintment Types dialg bx is nw a list bx, where yu can search, filter, and select frm a list f existing appintment types r create a new appintment type. In previus releases this was a lk-up nly, and each time yu wanted t edit r add an appintment type, yu had t start ver frm Edit Scheduling Appintment Types. Nw this list bx stays pen, allwing yu t edit and add several appintment types withut having t start ver frm the Edit menu. When yu are finished, yu can click the red X r the Clse buttn. The Appintment Types list bx includes the fllwing clumns fr reference purpses: Statuses: the number f autmatic patient status changes tied t the appintment type Charges: the number f autmatic charges tied t the appintment type Letters: the number f autmatic letters tied t the appintment type Questinnaires: the number f autmatic questinnaires tied t the appintment type Alerts: the number f autmatic alerts tied t the appintment type Yu can nw change bth the Cde and Descriptin when yu edit an appintment type, even if that appintment type has already been used in the treatment card. Any prir uses f that appintment type cntinue t use the cde and/r descriptin defined at the time the treatment card entry was lgged. When yu pen Edit an Appintment Type, click the Histry link in the upper right crner t view what changes were made and wh made them. Nte that fr appintment types created in prir releases, the initial values fr date/time and emplyee will be missing, but any changes made frm this release frward will be tracked prperly. We have changed the way yu set up autmatic patient status changes assciated with appintment types: Yu can cnfigure ne r mre autmatic patient status changes based n the fllwing ptins: 1. Appintment Status Change This triggers when an appintment f this type is mved int the specified appintment status. 2. First prcedure entered in a treatment card Visit entry During patient check-ut, the patient status changes if the first prcedure entered n tday s treatment card visit entry matches this appintment type. What s New in Dlphin Management August 2018

12 3. Last prcedure entered in a Treatment Card Visit Entry During patient check-ut, the patient status changes if the last prcedure charted in the treatment card Visit entry matches this appintment type. 4. Prcedure entered anywhere in a Treatment Card Visit Entry During patient check-ut, the patient status changes if the prcedure entered anywhere in tday s Visit entry matches the current appintment type. Optins 2 thrugh 4 are mutually exclusive; ptin 1 can be enabled r nt in cnjunctin with ne r nne f ptins 2 thrugh 4. Example: Cnfigure Appintment Type, Deband t trigger a patient status change t Retentin when: The appintment is dismissed (using ptin 1) And The last prcedure charted in tday s Visit entry was a Deband (using ptin 3) The System Optin, Cnsider Treatment Card fr Status Change (n the Scheduling tab) has been remved because it is n lnger necessary with these new ptins n Appintment Types. We have changed the way aut letters assciated with Appintment Types are triggered. Fr each letter yu cnfigure, yu can set up the fllwing triggers when defining the appintment type: 1. Appintment Status Change - This triggers when an appintment f this type is mved int the specified appintment status. 2. Prcedure entered anywhere in a Treatment Card Visit Entry This triggers when yu save a treatment card and any prcedure charted n tday s Visit entry matches the appintment type. 3. Prcedure entered anywhere in a Treatment Card Next Visit Entry This triggers when yu save a treatment card, and any prcedure charted n the Next Visit entry matches the appintment type. Yu must select ne f the 3 ptins, but yu can use mre than ne fr each letter. Nte that any pre-existing letters tied t appintment types are cnverted using the fllwing rules: 1. Appintment Status Change is selected in all cases, and the status defined previusly is kept. 2. Prcedure entered anywhere in a Treatment Card Visit entry is selected nly if the Appintment Status Change was set t Dismissed. 3. Prcedure entered anywhere in Next entry is selected nly if the Appintment Status Change was set t Scheduled. What s New in Dlphin Management August 2018

13 The Appintment Classes lkup dialg bx is nw a list bx, where yu can search, filter, and select frm a list f existing appintment classes r create a new appintment class. In previus releases this was a lk-up nly, and each time yu wanted t edit r add an appintment class, yu had t start ver frm Edit Scheduling Appintment Classes. Nw this list bx stays pen, allwing yu t edit and add several appintment classes withut having t start ver frm the Edit menu. When yu are finished, yu can click the red X r the Clse buttn. We added drag and drp capability between the Available Types and Selected Types list bxes n the Edit an Appintment Class dialg bx. The Patient Statuses lkup dialg bx is nw a list bx, where yu can search, filter, and select frm a list f existing patient statuses r create a new patient status. In previus releases, this was lkup nly, and each time yu wanted t edit r add a patient status, yu had t start ver frm the Edit menu (Edit Patient Patient Statuses). The new list bx stays pen, allwing yu t edit and add several appintment classes withut having t start ver frm the Edit menu. When yu are finished, click the red X r the Clse buttn. Fr appintment types that are assigned t an appintment class, yu can nw verride the clr fr the appintment type t a different clr than what is assigned t the appintment class. Click t check the Override check bx next t the clr, and then click the Chse Clr buttn t chse a different clr. Any appintment r reservatins f that type currently n the schedule will change t reflect the new clr. We added the check bx; Classify as an Assistant fr appintments, t the Add/Edit an Emplyee Type screen. This bx defaults t checked fr all emplyees defined as Assistant in previus Dlphin Releases. Fr all ther emplyee types, this new check bx is nt checked by default, but yu can change this. This enables yu t filter n and reprt n emplyee types ther than thse defined as Assistant. Nte that this check bx des nt affect what is shwn in the treatment card, if yur layut includes an Assistant clumn. See Treatment Card fr mre infrmatin. What s New in Dlphin Management August 2018

14 We added a Lg tab t Add/Edit Practice Infrmatin and Add/Edit Practice Lcatin where yu can specify a square r rectangular lg as well as a transparent image type and backgrund clr. Yu can use the lg n custm reprts and standard reprts, such as receipts and appintment slips. Yu can nw delete an entire cde type frm the database and specify whether t mve sme r all the items t a different cde type r delete the items in that cde type. (Edit Financial Cde Types/Cdes) Yu can nw specify the amunt t assciate with treatment cdes n the Add/Edit a Treatment Type dialg bx. (Edit Financial Treatment Types (create New, r Edit existing). When selecting this treatment type n the Edit a Patient, Fees tab, the amunt specified n Add/Edit a Treatment Type is cpied ver t the Fees tab. We added a new check bx, This is an Active Patient, t the Edit a Patient Status, Patient Status tab. We added a new check bx, This is a Treatment Start, t the Add/Edit a Treatment Type dialg bx. (Edit Financial Treatment Types) These tw new check bxes will be used t drive reprt data and ther upcming features currently in develpment. Financials We added supprt fr Breeze electrnic payment integratin. We added a gas gauge t the ledger that appears whenever the ttal due is greater than zer. The length represents the ttal due, and it is brken dwn by clrs as fllws: Current charges are shwn in green; charges ver 30 days are shwn in yellw; charges ver 60 days are shwn in range; and charges ver 90 days are shwn in red. We added the ptin (checked by default): Attempt t launch QuickBks after exprt, t the QuickBks Depsit Exprt Settings dialg bx. If yu d nt want QuickBks t launch after exprting depsits, yu can turn this ptin ff. Yu can nw access the Insurance Treating and Billing Claim Infrmatin screen frm the Edit->Financial menu. Previusly yu culd access this screen frm the Insurance Claims screen nly. Fr Zuelke Financial Expert users, we integrated ZACC Zuelke Autmated Credit Cach. If ZACC returns an errr while attempted t get a billing party credit rating, we nw display the ZACC errr rather than the generic message shwn previusly. When yu change any f the fllwing settings n an emplyer plan, Dlphin nw prmpts yu t cnfirm thse same changes shuld apply t every patient wh has that emplyer plan: What s New in Dlphin Management August 2018

15 Prcedure Cde Type Cntinuatin Frequency Cntinuatin Cde Print Charges n Frm Print Signature n File t Release Recrds t Insurance Pre-Determinatin Frm Required Initial Frm Required Cntinuatin Frms Required Previusly we prmpted fr Diagnsis Type nly. Yu can nw specify state Medicaid cverage n insurance frms. Click the EPSDT/Title XIX check bx n the Insurance Claim, Frm Fields tab. We n lnger allw yu t save a recurring payment setup if yu attempt t set it up using credit r ACH, but yu d nt select a payment methd. Previusly we just issued a warning message, but still allwed yu t save. Nw we still issue the warning message, but yu cannt save the setup until yu crrect the prblem. We added a new database lg entry, type EPMT, which tracks when a user psts a payment type assciated with electrnic payments, but did nt select an electrnic payment methd. We added a new ptin, Use Patient s Lcatin t Print Receipt n the System Optins dialg bx, Financial tab. When checked, Dlphin Management uses the patient s assigned lcatin when printing a receipt; therwise it uses the emplyee s lgged-in lcatin. We nw update the Treatment Start Date and Date Appliance Placed fields n the insurance Benefit tab t the date when a delayed initial claim is queued (either by pst-dating r perfrming a prcedure set t trigger queuing delayed claims). We added tw new applicatin rights: Start Treatments, Cntracts and Benefits Unstart Treatments, Cntracts and Benefits Bth f these are granted t emplyees with the Mdify Cntracts right by default. These rights cntrl whether the Start r Unstart Treatment/Cntract/Benefits buttns are active. On the Decrease Ttal Due screen, we added a clumn t the list f charges that shws whether a charge affects prductin. If yu intend t apply the decrease t charges that affect prductin nly, yu can chse any adjustment type, whether that adjustment type affects r des nt affect prductin. If yu intend t decreases charges that d nt affect prductin, the Adjustment Type drp-dwn list will shw nly thse adjustments that d nt affect prductin. Hwever if the list includes charges that affect prductin as well as charges that d nt, the Adjustment Type drp-dwn menu will still shw nly thse adjustment that d nt affect prductin, and the system will issue a warning message. In this case yu must adjust the charges that affect prductin separately frm thse charges that d nt. What s New in Dlphin Management August 2018

16 When yu have an pen credit n the ledger that affects prductin, the Apply Credit t Charges screen will shw nly charges that affect prductin. If the pen credit n the ledger des nt affect prductin, the Apply Credit t Charges screen will shw charges that d and d nt affect prductin. When yu mark an insurance plicy as inactive, yu can n lnger pst charges t the ledger r see this plicy as an ptin n the Patient Financials dialg bx. We added a new ptin n the System Optins, Financial tab: Use Service Cdes Instead f Treatment Cdes fr Per Visit Charges. When activated, yu can use the cdes tied t the service, when psting per visit charges, instead f the cdes tied t the treatment specified n the Edit a Patient, Fees tab. Yu can nw add multiple discunts t a treatment prpsal. Instead f the Discunt Type drp-dwn menu, which allwed yu t select ne discunt nly, we have added a Discunts grup bx where yu can add, edit r delete discunts: Edit a Patient Fees tab Prpsed Add Prpsal Letters We added the fllwing letter tkens t supprt signature capture, an upcming feature in MyOrthdntist 4.x: CapturePatientInitials CapturePatientSignature CapturePrviderInitials CapturePrviderSignature CaptureRespnsiblePartyInitials CaptureRespnsiblePartySignature CaptureStaffInitials CaptureStaffSignature We enhanced the Dlphin Fields list bx: 1. We added a Search bx s yu can filter the list f tkens by name and/r descriptin. 2. Yu can nw right-click n a tken and select Cpy t add a tken t the clipbard fr pasting elsewhere. 3. We added a new table type t the Tables tab: Treatment Prpsal Discunts. This table type includes fllwing tkens: RwNumber, TreatmentPrprsalDiscuntLineAmunt, and TreatmentPrpsalDiscuntLineDescriptin. What s New in Dlphin Management August 2018

17 Yu can create an exprt file by dragging and drpping ne r mre tkens frm the Letter Tken Editr t yur Windws desktp. Yu can imprt the cntents f this file using the Imprt buttn n the Letter Tken Editr screen. Letters Optins Edit Tkens We added these letter tkens t address patients with primary and secndary billing parties. Primary tkens merge data frm the first billing party listed; secndary tkens merge data frm the secnd billing party listed, regardless which billing party is the recipient f the letter r . PrimaryBillingPartyAccuntNumber PrimaryBillingPartyAnywhereDlphinMyOrthUserName PrimaryBillingPartyBirthday PrimaryBillingPartyBirthdayWrds PrimaryBillingPartyCellPhne PrimaryBillingPartyCity PrimaryBillingPartyCityStatePstalCde PrimaryBillingParty PrimaryBillingPartyEmplyerName PrimaryBillingPartyFax PrimaryBillingPartyFirstName PrimaryBillingPartyFullName PrimaryBillingPartyGender PrimaryBillingPartyGenderFull PrimaryBillingPartyGreeting PrimaryBillingPartyHmePhne PrimaryBillingPartyLastName PrimaryBillingPartyName PrimaryBillingPartyNextStatementDate PrimaryBillingPartyOfficePhne PrimaryBillingPartyPstalCde PrimaryBillingPartyRelatinshipTPatient PrimaryBillingPartySalutatin PrimaryBillingPartyScial PrimaryBillingPartySpuse PrimaryBillingPartyState PrimaryBillingPartyStreet SecndaryBillingPartyAccuntNumber SecndaryBillingPartyAnywhereDlphinMyOrthUserName SecndaryBillingPartyBirthday SecndaryBillingPartyBirthdayWrds SecndaryBillingPartyCellPhne SecndaryBillingPartyCity SecndaryBillingPartyCityStatePstalCde SecndaryBillingParty SecndaryBillingPartyEmplyerName SecndaryBillingPartyFax SecndaryBillingPartyFirstName SecndaryBillingPartyFullName SecndaryBillingPartyGender What s New in Dlphin Management August 2018

18 SecndaryBillingPartyGenderFull SecndaryBillingPartyGreeting SecndaryBillingPartyHmePhne SecndaryBillingPartyLastName SecndaryBillingPartyName SecndaryBillingPartyNextStatementDate SecndaryBillingPartyOfficePhne SecndaryBillingPartyPstalCde SecndaryBillingPartyRelatinshipTPatient SecndaryBillingPartySalutatin SecndaryBillingPartyScial SecndaryBillingPartySpuse SecndaryBillingPartyState SecndaryBillingPartyStreet We added these letter tkens specific t AnywhereDlphin and/r MyOrthdntist user types: AddresseeAnywhereDlphinMyOrthUserName BillingPartyAnywhereDlphinMyOrthUserName DctrAnywhereDlphinMyOrthUserName PatientAnywhereDlphinMyOrthUserName ReferralAnywhereDlphinMyOrthUserName We added the letter tken, QrCdeMyOrthPatientBadge, which will be used with an upcming MyOrthdntist feature called patient badge. When this feature is available, this tken merge int a patient badge QR cde, which can be used in patient GPS, patient sign-in, etc. We added several letter tkens specific t a patient s active primary and/r active secndary insurance plicy. PrimaryInsuranceBillingCenterName PrimaryInsuranceBillingPlicyNumber PrimaryInsuranceCarrierName PrimaryInsuranceCity PrimaryInsuranceCntact PrimaryInsurance PrimaryInsuranceEmplyerPlan PrimaryInsuranceFax PrimaryInsuranceGrupNumber PrimaryInsuranceHealthPlanID PrimaryInsuranceOfficePhne PrimaryInsurancePatientPlicyNumber PrimaryInsurancePayerID PrimaryInsurancePstalCde PrimaryInsuranceState PrimaryInsuranceStreet PrimaryInsuranceSubscriberAddress PrimaryInsuranceSubscriberBirthdate PrimaryInsuranceSubscriberCity PrimaryInsuranceSubscriberEmplymentStatus PrimaryInsuranceSubscriberGender PrimaryInsuranceSubscriberGenderFull What s New in Dlphin Management August 2018

19 PrimaryInsuranceSubscriberID PrimaryInsuranceSubscriberMaritalStatus PrimaryInsuranceSubscriberName PrimaryInsuranceSubscriberPhne PrimaryInsuranceSubscriberPstalCde PrimaryInsuranceSubscriberRelatinship PrimaryInsuranceSubscriberState SecndaryInsuranceBillingCenterName SecndaryInsuranceBillingPlicyNumber SecndaryInsuranceCarrierName SecndaryInsuranceCity SecndaryInsuranceCntact SecndaryInsurance SecndaryInsuranceEmplyerPlan SecndaryInsuranceFax SecndaryInsuranceGrupNumber SecndaryInsuranceHealthPlanID SecndaryInsuranceOfficePhne SecndaryInsurancePatientPlicyNumber SecndaryInsurancePayerID SecndaryInsurancePstalCde SecndaryInsuranceState SecndaryInsuranceStreet SecndaryInsuranceSubscriberAddress SecndaryInsuranceSubscriberBirthdate SecndaryInsuranceSubscriberCity SecndaryInsuranceSubscriberEmplymentStatus SecndaryInsuranceSubscriberGender SecndaryInsuranceSubscriberGenderFull SecndaryInsuranceSubscriberID SecndaryInsuranceSubscriberMaritalStatus SecndaryInsuranceSubscriberName SecndaryInsuranceSubscriberPhne SecndaryInsuranceSubscriberPstalCde SecndaryInsuranceSubscriberRelatinship SecndaryInsuranceSubscriberState We added several user-specific letter tkens where User crrespnds t the lgged-in emplyee wh is printing r merging a letter: UserLginName UserFirstName UserLastName UserFullName User UserGreeting UserSalutatin UserStreet UserCity UserState What s New in Dlphin Management August 2018

20 UserPstalCde UserOfficePhne UserCellPhne Patient Infrmatin We added a new right-click ptin; Replace this Billing Party, t each billing party tab, n the Edit a Patient dialg bx, prviding yu have the new applicatin right, Replace a Billing Party. Only users with admin privileges can grant this right, which by default is nt granted t anyne. This feature allws yu t replace all references t ne billing party with any ther billing party in the system, prviding that the current and replacement billing parties d nt already have a cntract and/r benefit set up fr the same patient. When replacing a billing party, ensure that the replacement billing party is nt already linked t that patient; yu cannt link ne billing party t a patient twice. Once the replacement is cmpleted, the new billing party is added t the patient ledger, with a nte shwing the date and the billing party he r she replaced. Additinally, we added a cnfirmatin message bx, suggesting that yu review the patient s insurance plicy subscriber infrmatin and relatinships t ensure they are accurate. We nw cnsider patient birth dates as part f determining whether yu are adding a duplicate patient name. In ther wrds, if yu have tw patients with the same name, but different birth dates, Dlphin n lnger warns yu that yu are creating a duplicate patient. This feature is linked t a new check bx n the System Optins, General tab; Require birthdate befre detecting duplicate patient, which is checked by default. If yu prefer t be warned regardless f the patient birth date, yu can un-check this new system ptin. When yu attempt t add a patient with the same name as an existing patient, the warning message bx pens after yu enter the identical name, the minimum infrmatin required, and then click OK. Reprts At the request f Zuelke custmers we imprved the Case Start Tracking fr B & C Patients (Zuelke Financial Expert mdule), which was nt calculating the Cntract Length Met clumn crrectly. We made the fllwing imprvements t the New Interactive Reprt, categry and field selectin screen fr DIRT: We replaced the Categries drp-dwn list with the Reprt Categry grup bx, where yu can select frm radi buttns fr Dctr, Nn-Patient, Patient, r Schl. Under Field Categries, there is nw an <ALL> ptin, selected by default, which enables yu t search n all available fields in the selected Reprt categry. What s New in Dlphin Management August 2018

21 Fr Reprt categries that have mre than ne field categry, the field categry is shwn t the right f each field listed in the Available Fields list bx. We added a Search bx t the Available Fields list bx. Type in the Search bx t search fr fields cntaining that text, and click the All buttn t clear the search text and shw all available fields. Yu can use the Cntrl r Shift keys while clicking fields in the Available r Selected Fields list t multi-select fields t add r remve. Yu can nw drag and drp multiple fields between the Available and Selected Fields lists. The screen nw lads faster than it did previusly. We added the Patient categry, Last Dismissed Appintment t DIRT, and it includes the same fields as the Last Appintment categry, but the field name includes Dismissed. Fr example, the field Last Appintment Orthdntist wuld be Last Dismissed Appintment Orthdntist, etc. We added new DIRT fields (t Patient categry, Last Appintment): Last Appintment Was Emergency Last Appintment Cancelled By Patient We added the fllwing DIRT fields (t Patient categries)t wrk with AnywhereDlphin: Patient's AnywhereDlphin/MyOrth Username Billing Party's AnywhereDlphin/MyOrth Username Default Billing Party's AnywhereDlphin/MyOrth Username Dctr's AnywhereDlphin Username Default Dctr's AnywhereDlphin Username Patient Prfessinal's AnywhereDlphin Username Referred In By AnywhereDlphin Username Referred Out T AnywhereDlphin Username The Care Call DIRT fields nw mit deleted recrds. The Flex Plan Spending reprt nw includes practice and lcatin infrmatin. Yu can nw exprt DIRT reprts t a file. The Exprt tl bar buttn nw includes tw ptins: Exprt this reprt s layut, which generates a DQX file (what the Exprt buttn did previusly), and Exprt this reprt s results, which exprts the data in CSV, JSON, r XML frmat. Yu can then pen the exprted data using the default applicatin n yur cmputer fr these file types. Yu can nw have yur practice lg included when yu print appintment slips and receipts. We added a new Optins buttn n the DIRT tl bar, where yu can select Hide criteria frm printed reprt. This ptin is unchecked by default, but if yu are using a large amunt f criteria, yu nw have the ptin t save space n the printed reprt. When yu generate a DIRT reprt, and click the tl bar, buttn t send t a large number f recipients, yu can nw click-srt the clumns n the Messages dialg bx. We added a new Hummingbird rept, Daily Check Sheet Gruped by Assistant. We mdified the Hummingbird reprt, Inserts Scheduled fr a Specified Range f Days, t include new clumns: Next Prc Time, and Appintment Clumn. We added the fllwing new categries t the Hummingbird Setup: Mrning Huddle New Patient Exams, Mrning Huddle Starts, Mrning Huddle Debnds, Mrning Huddle Emergency, and Mrning Huddle Schedule Search. We updated the Schulman Reprt fr What s New in Dlphin Management August 2018

22 Schedule We added a prgress bar t each day n the Calendar widget. This indicates hw full the schedule is based n the percentage f bked, templated appintment reservatins fr that day. The flyver appintment tl tips nw include the prvider/rthdntist assciated with the appintment. We added a new tab t the Calendar widget n the right-side f the Schedule windw: Needs Appt. Once yu enable this per-user feature, use this tab t see a list f patients wh need an appintment scheduled. T activate this feature, click the tab, right-click, and select Optins frm the menu. This pens the Needs Appintment Optins dialg bx, where yu can pt t: Search fr patients in an active status with n future appintment Select which active statuses yu want t include in the list f patients with n future appintment. Specify the minimum number f days since a patient s last appintment that will cause a patient t appear in the list. Opt t als include patients in active status with an unscheduled treatment card Next Visit. Fr patients with multiple Next Visits, this applies if the ldest NV is nt scheduled nly. In ther wrds, if a patient has three NVs, and the first has been scheduled, this patient will nt appear in the Needs Appt list. The ptins listed abve are saved per lgged-in user. The next time yu lg in and pen the schedule, the number f patients needing an appintment is shwn n the Needs Appt tab. Frm the Needs Appt tab, yu can d any f the fllwing: Click srt the clumns t alphabetize by patient name and/r active status name. Right-click n any patient in the list t access a patient-cntext menu, which includes ptins t search fr and schedule this patient s next appintment. Open the list f patients in a separate windw. Drag and drp patients frm the list directly t the schedule. We made the fllwing changes t the filtering ptins in patient appintment histry lists: Shw Future Appintments Only filter has been renamed t Shw Future Appintments. This ptin lists nly thse appintments scheduled after the current date. We added the Shw Tday s Appintments filter. This lists appintments scheduled n the current date. We added the Shw Past Appintments filter. This lists appintments scheduled prir t the current date. Yu can use ne r any cmbinatin f the abve filters when viewing appintment histry lists. Filters are preselected by default depending upn the lgged-in emplyee: Shw Tday s Appintments and Shw Future Appintments are checked fr new emplyees. Any existing emplyee wh had the Shw Future Appintments Only selected in a previus release will see Shw Tday s Appintments and Shw Future Appintments preselected, which represents pre Versin 9 behavir. Any existing emplyee wh did nt have Shw Future Appintments Only selected will see Shw Past Appintments, Shw Tday s Appintments, and Shw Future Appintments preselected. Yu can nw right-click n a scheduled appintment and select either Print Appintment Slip r Appintment Slip. When yu pt t print the appintment slip, the slip prints immediately. When yu pt t the appintment slip, the Settings dialg bx pens with the appintment slip attached in What s New in Dlphin Management August 2018

23 PDF frm. This enhancement remves the need fr the Print Methd prmpt. We added an ptin t Patient GPS t use the signed-in lcatin nly fr Sign-In, Patient GPS, and Light Bar. Right-click the GPS status bar, and select Set Sign-In, Patient GPS, and Light Bar Lcatins and Chairs fr this cmputer. There are tw new ptins, the default ptin keeps the behavir frm previus releases. The Use the lcatin I am lgged int fr Sign-In, Patient GPS and Light Bar ptin is new. The QR cde at the far left f the GPS status bar nw pens the Appintment Status Change screen, which MyOrthdntist users can use with the new Patient Badge feature in MyOrthdntist 4.0. After the patient scans the badge, the Appintment Status Change screen lads that patient and any appintments he r she has n tday s schedule that have nt been dismissed. We added a new ptin n the System Optins Scheduling tab: Prmpt t create a recall when an appintment is marked as N-Shw Checked by default, this ptin allws yu t cntrl whether r nt the system prmpts yu t put a patient n recall after a n-shw. Click t un-check this ptin if yu d nt want the reminder pp-up t appear. We enhanced Appintment Reminders feature. On the Appintment Reminders dialg bx, SMS tab, we added tw sub tabs: Reminder Message and Scheduled Message. Use the Scheduled Message tab t send an SMS message at the time the patient schedules an appintment. When this feature is enabled, the scheduled SMS message is added t the SMS batch and sent immediately t the phne number specified fr the SMS and appintment reminders. We added a new ptin, available when yu right-click a scheduled appintment: Link t Next Visit. This pens the Link Scheduled Appintment t Next Visit screen, where yu can link r unlink the selected What s New in Dlphin Management August 2018

24 appintment t r frm a Next Visit entry in the patient s treatment card. Select a scheduled appintment and then click a Next Visit, as shwn. If the appintment is already linked, instead f the Create Link buttn shwn, a Remve Link buttn appears. If there is mre than ne Next Visit listed the first in the list is highlighted by default. Search and Schedule buttns are als available n this screen shuld yu need t reschedule the next visit. Yu can als access this ptin frm a patient s Treatment Card; hwever in that case, yu wuld initiate the link frm a Next Visit n the treatment card grid. We added a Next Visits tab t the patient navigatr sectin f the Scheduling dialg bx. This tab lists all next visit treatment card entries fr the selected patient and all related patients. The Scheduled clumn lists when the next visit r visits are scheduled. Nte that nly next visits scheduled frm this update frward will have the Scheduled clumn ppulated. Yu can drag and drp nt the schedule t schedule an unscheduled next visit. Yu can reschedule multiple appintments. Simply select each appintment t reschedule, and drag it t the Rescheduling tab n the calendar widget. After yu have dragged and drpped the desired appintments t the Rescheduling tab, right-click a slt n the calendar. Click Place Appintment, and select the appintment t place frm the list. If yu want t cancel ne r mre f the appintments yu selected t reschedule, right-click n the calendar, select Cancel Mve, select the appintment, and it is mved back t its riginal time slt. We added tw new check bxes t the Add/Edit an Appintment Type dialg bx: This is a Start This is a Debnd These new check bxes will be used t drive reprt data and ther upcming features currently in develpment. We imprved the lad speed n the GPS status bar enhanced menu with drill-dwn ptins. The Assistant field n the Appintment dialg bx nw ffers a drp-dwn menu rather than a lk-up buttn. Super Questinnaire There is a new ptin n the Super Questinnaire Setup, Optins menu: Preview Online->Standard Flw Layut. Use this ptin t view hw the questinnaire will lk when viewed via AnywhereDlphin. If yu are licensed fr it, yu may als see the ptin New Patient Online Frm. When setting up a text bx in a Super Questinnaire, yu nw have the ptin t specify a single line text bx. We added the fllwing ptins t the Tth Picker right-click menu: Select All Primary clear all selectins and all select primary/diciduus teeth nly Select All Adult clear all selectins and select all adult/permanent teeth nly Unselect All clear all current selectins What s New in Dlphin Management August 2018

25 The Align Tps, Align Middles, Left t Right, and Align Bttms buttns are nw available fr nnadministratr users. We added tw-way mapping t Super Questinnaires, s yu can give yur patients pre-filled ut questinnaires using the demgraphic infrmatin yu already have in yur database fr each patient. T take advantage f this feature, when yu set up yur questinnaire, specify Tw-Way fr each field yu want t ppulate the questinnaire. Fr example, if yu have a text field fr Patient First Name, yu can map that t Patient Name First by selecting the Tw-Way check bx fr that field. Nte that fr each questin, yu can select tw-way mapping fr ne field nly. When yur staff member pens the questinnaire fr that patient, the Patient First Name field will already be cmpleted. Likewise fr any ther fields yu chse t map that yu have cmpleted in the patient recrd. Yu can map bth primary and secndary insurance plicies, hwever nly tw plicies ttal can be mapped fr patients with multiple plicies. If any f the pre-filled ut data has changed, staff can simply click the Mapped Fields buttn n the pen super questinnaire, and specify that the database shuld be updated. If the infrmatin in the database did nt get transferred t the questinnaire (as in the case f Patient Birthdate in the screen sht belw), just click the Update Answers check bx fr that field: What s New in Dlphin Management August 2018

26 Dlphin Mbile 5.0 and abve supprt this feature; previus versins f Dlphin Mbile d nt. Tls menu We added a new utility, Mve Lcatins and Prviders, which yu can use t mve patients frm ne lcatin and/r prvider t anther and still stre histrical infrmatin. This is different than the Cnvert Lcatins utility, which mdifies histrical transactins. Treatment Card We nw prevent yu frm pening a patient treatment card if anther user is editing Treatment Card Setup. Yu n lnger have t relad the treatment card after turning ptins n r ff: Shw Past Appintments Shw Future Appintments Shw Patient Treatment Cmments Shw Letter Histry Shw Histry Shw SMS Histry Shw Aquarium Cntent Sharing We added a new ptin t the Treatment Card Field setup, fr field type, Weeks Out: Shw calculated r scheduled next visit date. When this ptin is checked, the Weeks Out field n the treatment card will shw ne f: The calculated Next Visit date (based n the shrtcut date prvided when the entry was created) The actual date f the scheduled Next Visit appintment Asterisks surrund the calculated Next Visit date if the Next Visit has nt been scheduled. What s New in Dlphin Management August 2018

27 When yu resize the clumns n the Chse Appintment Types windw (which pens when yu click in the Next Visit r Appintment Type clumn in Treatment Card), the clumn sizes are saved per cmputer. We added a new ptin, Shw Aquarium Cntent Sharing t the Optins menu. When checked, Dlphin adds an AQ entry t the treatment card grid that tracks when a patient has viewed shared Aquarium media. In cnjunctin with the abve enhancement, we added Aquarium Share t the Clrs tab f the Screen Setup, Clrs and Fnts dialg bx. Yu use this t set the clr fr AQ entries. We cnslidated the Orthdntist and Assistant field types int the Emplyee field type. Nw, when yu select Emplyee as the Field Type, an Emplyee Type field appears with a drp-dwn menu frm which yu can select Assistant, Orthdntist, Frnt Office, etc. We added the check bx Underline spelling errrs while editing text in this field t the Treatment Card Field dialg bx, Field tab in Treatment Card Setup. We als added the ptin, Underline spelling errrs while editing text in Cmment entries t the Treatment Card Setup, Optins tab. This is checked by default. Activating these ptins causes a white line t appear under all unrecgnized r misspelled wrds in text fields and Cmment entries in the treatment card grid. Yu can right-click n the underlined wrd, and select frm ne f the fllwing ptins: Click a spelling crrectin (if ne appears) t replace the underlined wrd with that suggestin. Add t Dictinary (The system adds this wrd t a custm dictinary assciated with the lgged-in user, s it will nt be flagged again.) Ignre All (the system verlks this wrd if it appears again) Nte: The Spell Check ptin (described under General) is nt available in text fields r Cmment entries in the Treatment Card grid. We separated the Shw Letter, , and SMS Histry ptin (under the Optins menu) int three separate ptins: Shw Letter Histry, Shw Histry, and Shw SMS Histry. Yu can nw view the full SMS message text in the treatment card grid withut having t click the View buttn n each message. Yu can nw use custm bitmap files as the graphic type when setting up the tth chart. On the Tth Chart Item dialg bx, Chart Item Details tab, the Graphic Type pull-dwn menu nw includes Bitmap. When yu select Bitmap, a brwse icn appears, and yu can select frm any JPG, BMP, r PNG file n yur cmputer. Nte that transparent images (32-bit, BMP and PNG files) wrk best. Yu can nw create a link between a Next Visit n a patient s treatment card t a scheduled appintment. Right-click n a Next Visit, and select the new ptin, Link t Scheduled Appintment. This pens the Link Next Visit t Scheduled Appintment dialg bx. Click an appintment listed in the Scheduled Appintment(s) grup bx, and click the Create Link buttn. Yu can remve a link t a scheduled appintment if a link already exists by clicking n the Remve Link buttn. Search and Schedule buttns are als available n this screen shuld yu need t reschedule the next visit. What s New in Dlphin Management August 2018

28 We nw supprt fractinal weeks as defined n a treatment planning item. This translates int the WO (weeks ut) treatment card clumn. Yu can enter 7.7 fr 7 weeks, 5 days, 4.3 fr 4 weeks, 2 days, etc. We redesigned the Treatment Card Field dialg bx s that the first tab (the Field tab) cntains the majrity f ptins fr the selected field type. Additinally, we nw hide and shw ptins and tabs that apply t each field type. The screen sht here shws what is displayed fr field type Text: Edit Treatment- Treatment Card Setup Treatment Card Layut Treatment Card Field We enhanced the Ntes sectin n the Plan tab at the bttm f the Treatment Card dialg bx. Nw, when yu enter treatment infrmatin (Treatment Plan, Item Details, and Treatment Card tab) this infrmatin is als included n the Plan tab, Ntes sectin fr quick reference. There is a new right-click menu n the treatment card header which yu can use t change a patient s status. What s New in Dlphin Management August 2018

29 Specialty Mdule BETA Available in this release is the Dlphin Management Specialty Mdule BETA, which supprts pediatric dentistry and multiple specialty practices (pediatric dentistry and rthdntics fr example). Please refer t yur Dlphin Management 9.0 Beta Agreement fr limitatins that apply t this beta sftware versin. The first Beta versin f this mdule ran with Dlphin Management versin 8. The fllwing enhancements have been made since then: General In additin t changing hw we stre and retrieve prductin infrmatin, we nw determine the prductin emplyee based n whether the Track Prductin check bx is checked n the Edit an Emplyee dialg bx, and whether the ledger item affects prductin. In additin t the Checkut wizard changes described New Management Features in 9.0, the Next Visits tab includes a Specialty clumn, and the Ntes clumn includes a descriptin f services assciated with the next visit. This descriptin will be prepended t any ntes made at the next visit. We added a specialty tab t the TAPI Incming Call dialg bx. If the incming call is frm a patient in rthdntics r anther specialty, the patient s assigned lcatin, prvider, status, ttal due, and next appintment infrmatin are displayed n Incming Call screen. We added the specialty clr t the upper-right crner f seated chairs n the light bar. The specialty clr reflects the specialty f the seated appintment, similar t hw it appears n the schedule. Analysis Tls Yu can nw filter practice analysis charges, payments, and prductin data by specialty. The Prvider filter fr Practice Analysis nw includes all emplyees wh have the Track Prductin bx checked n the Edit an Emplyee, General tab. Edit Menu The Cde Frequencies and Limitatins dialg bx nw hides the By Tth check bx unless the Check Time bx is checked. This way yu can specify t which tth a specific prcedure applies. The Edit an Emplyer dialg bx, Dental Benefits tab nw has an ptin, Cver 100 % f Everything, which causes Dlphin t charge everything t the insurance plan, regardless f cverage bks and Fee Schedules. Hwever yu can track write-ffs in cases where insurance pays 100 percent, but the fee schedule specifies What s New in Dlphin Management August 2018

30 less than the nrmal service fee. Fr example, if yur practices charges $100 fr a prcedure, but the fee schedule specifies $80, the ledger nw shws: $20 charges t the patient, a $20 adjustment t the patient, and an $80 charge n the insurance ledger. We made the fllwing changes t text-based, Quick Pick buttns: New brder clr ptin fr text-based Quick Pick buttns Aut-size text n buttns Multi-line text allwed n buttns (up t 20 characters) Financial If yu have the right t change the prductin emplyee assciated with a charge, yu can change the prductin emplyee shwn n the ledger: Right click n a charge that affects prductin and select the emplyee t whm it shuld belng. This change will affect the prductin reprts, and this change will be lgged as an adjustment, that shws the prductin emplyee change nly. When yu pst a credit adjustment that affects prductin, Dlphin Management prmpts yu t select the prductin emplyee assciated with this credit balance. Yu can nw select the prductin emplyee via a drp-dwn list. We changed the way the Refund Ttal Due feature wrks: Nw when yu right-click n Ttal Payments, Ttal Charges, Current, r Ttal Due n the ledger, the ptin Refund Ttal Due is available even if n pen payments exist. This enables yu t mass refund payments that are already clsed. The Shw All Payments is autmatically checked when there are n pen payments. We nw calculate the amunt insurance will cver after subtracting the deductible frm the full amunt. Fr example, if the charge is $150, the deductible is $50, and insurance cvers 80 percent, we calculate as fllws: x 80%. We added a new screen that pens after yu pst an insurance underpayment and mark that item as cmplete n the Insurance Payment screen. The new Insurance Payment adjustment screen gives yu 3 ptins t handle the unpaid prtin f the claim: Leave the unpaid charge n the insurance ledger. Transfer the unpaid prtin t the billing party ledger. Write ff the unpaid prtin n the insurance ledger. What s New in Dlphin Management August 2018

31 The Insurance tab n Edit a Patient nw includes a tabbed cntrl fr in-netwrk and ut-f-netwrk benefits. When yu edit a value n ne tab, the crrespnding value n the ther tab increases r decreases by that same amunt. Fr patients with multiple dental insurance plicies, we nw use each fee schedule fr each plicy unless yu want t use the same fee schedule fr all insurance plicies. In that case, simply click t check the Use nly this fee schedule when patient has plicies assciated with ther fee schedules check bx n the Dental Benefits tab in Edit an Emplyer, Emplyer Plans tab. When psting a charge, yu can drag and drp a Quick Pick buttn t the charge grid t add all charges and cdes assciated with that buttn. When yu pst a payment n a patient s ledger, we shw tth and surface infrmatin n that ledger. Insurance plicies with the Plicy Inactive check bx checked appear faded n the Edit a Patient, Insurance tab, and the plicy tab in Ledger. Yu can still click n these plicies, hwever. Yu can nw specify each cde limitatin by tth. When yu add r edit an emplyer, and add r edit a cde limitatin, there is a By Tth check bx n the Cde Frequencies and Limitatins screen. When yu pst a charge r edit a charge in check-ut wizard, that charge is listed under Cde Frequencies and Limitatins, and there is a tth assciated with that charge, Dlphin validates that it is crrect. Dlphin als prmpts yu t pick a tth if ne is required t pst a charge. Additinally, fr any existing cde limitatins that include cde D1351, the By Tth check bx is checked by default. When yu transfer a charge frm ne ledger t anther, we nw include a Specialty filter t the Transfer T sectin f the Transfer Charge screen. What s New in Dlphin Management August 2018

32 Patient Infrmatin Patient statuses nw supprt specialties. There is a Specialties tab n the Edit a Patient Status dialg bx, and the Edit a Patient, Status tab nw includes a tabbed interface fr each specialty. We added a Specialty clumn t the Histry tab n Edit a Patient. This clumn tracks patient status changes, statement histry and insurance claim histry nly. We als added a new Specialty filter t the Histry tab s yu can filter patient histry by specialty. What s New in Dlphin Management August 2018

33 Patient cmments can nw be created and filtered based n the specialty assigned t the patient. There is a new Specialty drp-dwn clumn in Patient Cmments. Fr patients assigned t all specialties, use this clumn t select the specialty t which the cmment applies. When yu enter cmments n a patient s treatment card r ledger, and use the Optins menu t shw the Treatment r Financials cmments, respectively, nly cmments frm the selected specialty are shwn. Reprts We have enhanced DIRT and standard reprts t supprt multispecialty practices. We added a new reprt, Prvider Prductivity. Yu can filter based n a date range, percentage f cllectins t be paid, lcatin, and prductin emplyee (emplyees marked fr prductin tracking). We added a new reprt, Dental Prductin, available fr Specialty users nly. We added reprt parameters, Added Specialty ID and Specialty List fr standard reprts t supprt multispecialty practices. We added the Specialty Cde and Descriptin field t the fllwing DIRT field categries: Last Appintment, Next Appintment, Patient Current Status, Patient Status Histry, Recall, and Schedule. When changing the status f patients in a DIRT reprt, yu can nw filter by specialty: Scheduling When yu link an appintment t a Next Visit n a patient s treatment card, yu can nw keep the appintment charges in sync if yu treatment card has a charges clumn. After creating the link, the Cpy Charges dialg bx pens, which gives yu the fllwing ptins: Dn t Cpy Charges Cpy Charges frm Next Visit t Scheduled Appintment (the default) Cpy Charges frm Scheduled Appintment t Next Visit Scheduling right-click appintment Link t Next Visit Create Link What s New in Dlphin Management August 2018

34 Patient appintment lists in the patient navigatr, appintment histry, Edit a Patient, Appintments tab, and check-ut wizard, future appintments nw shw the appintment specialty in the first clumn. The Next Visits tab n the Scheduling patient navigatr sectin includes a Services clumn listing any charges and services assciated with the next visit. Yu can drag and drp a next visit entry t create an appintment f that type. In Schedule Search, yu can drag and drp a next visit t the search criteria area t search fr an pen appintment using the next visit s criteria. A right-click cntext menu fr each next visit entry ffers varius ptins as described belw: Search and Make Appintment fr this Next Visit (if the selected next visit cannt be assciated with an appintment n the schedule) G t prpsed day f Next Visit (if the next visit cannt be assciated with an appintment n the schedule) G t Appintment (if the next visit can be assciated t an appintment n the schedule) Create Recall (if the next visit cannt be assciated with an appintment n the schedule and n recall exists fr the specialty assciated with the next visit The Assistant field n the Appintment dialg bx nw ffers a pull-dwn menu instead f a lkup buttn; the list f assistants shwn includes thse assistants assigned t the appintment s specialty nly. Treatment Card If yur treatment card has a charges clumn, and yu link a Next Visit t a scheduled appintment, yu can nw keep the appintment charges in sync. After creating the link, the Cpy Charges dialg bx pens, which gives yu the fllwing ptins: Dn t Cpy Charges Cpy Charges frm Next Visit t Scheduled Appintment (the default) Cpy Charges frm Scheduled Appintment t Next Visit Treatment Card right-click next visit entry Link t Scheduled Appintment Create Link Inactive insurance plicies are nw hidden n the drp-dwn menu n the Send Pre-D Frm ptin fr treatment prpsals/plans. What s New in Dlphin Management August 2018

35 We made the fllwing enhancements t the Print/Create Treatment Prpsal frm Next Visit(s) feature: Renamed t Create Treatment Prpsal frm Treatment Card Entries and yu can nw select tday s visit and tday s emergency entries fr inclusin in the treatment prpsal. Yu can access it frm the right-click grid menu in the Read-Only Treatment Card, and frm the standard patient right-click menu utside f Treatment Card. We added a Send Pre-D buttn t the tl bar, s yu can generate a predeterminatin claim frm the current prpsal withut creating a treatment plan. When yu right-click n an appintment t pen the Create Treatment Prpsal frm Treatment Card Entries dialg bx, the specialty f the selected appintment is selected fr the prpsal. When yu pen a treatment card, the default layut is the first layut assigned t the selected specialty. We nw exclude inactive insurance plicies frm the tp f the printed dental treatment prpsal. Yu can nw chse the prvider assciated with the treatment prpsal and the billing party fr the discunt. The numbers calculated are based n this infrmatin and whether the prvider is in r ut f netwrk. When yu create tw Next Visit entries and yu create a treatment prpsal with charges fr bth next visits, the printed prpsal nw includes benefit and deductible infrmatin fr bth visits. When yu edit Visit and Next Visit charges n the treatment card, these changes are saved n the treatment card, and they are als updated n the treatment prpsal. What s New in Dlphin Management August 2018

36 Yu can right-click n the treatment card header and change a patient s status. Fr multi-specialty practices, where a patient is bth an rthdntic and pediatric dentistry patient, yu have the chice t change the patient s rthdntic status, pediatric status, r bth. The Treatment Card nw hides tabs fr thse specialties t which the patient is nt assigned. After yu seat a patient and pen the treatment card, the treatment card layut that pens is based n the specialty f the seated appintment. The date f the visit r emergency entry is used t determine which cde limitatins apply t the visit when yu are editing service charges applicable t that visit. When editing service charges n a Next Visit entry, the Weeks Out (WO) value is used t determine the planned date. If n WO value is entered, we use the Next Visit date; hwever yu shuld enter the WO value befre editing service charges n a Next Visit entry. What s New in Dlphin Management August 2018