We signed up for Flex. What is the easiest way to quickly verify within Open Dental if a patient updated their paperwork prior to their appointment? Can we add a button or color like we did for confirmed vs unconfirmed and inactive vs active insurance?
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At Dental Country, we believe in providing our audience with trustworthy information that empowers them to make informed decisions about their oral health. Integrity, transparency, and innovation are at the heart of everything we do.
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20 Responses
Paperwork will go right into images and all the info in the acct will be updated when they finish it. And yes you can change the colors and add and delete and moved the button colors in setup.
Sandy N. Thanks. I understand it goes right into imaging and the chart module. I’m trying to figure out the easiest way to check without going into each account. We see 80 patients a day so that’s a lot of clicks. I know we can change colors. I was using the button as an example of something I could add to show a patient has updated their paperwork prior to their appointment.
I would love to have a flag for that too! We have a lot of flags
Phyllis C. Can we have a flag for it? Is it possible?
John W. I doubt it since it’s a Flex thing. If flex can plop a field into the appts then maybe. It would all have to be how flex is programmed. I don’t think it exists.
I’m thinking it might be a hard one to do because the forms go into images and they have to somehow separate which forms going to images, which folders etc.
I’m not a programmer but other forms plop into image that you might not want to trigger the flag. Unless they come up with some kind of functionality trigger specific. Ok now I’m rambling.
Unsure if you’re aware but they also go in the chart module on the bottom left.
John W. yep!
Also when you open an appt window, on the left side you can create and set patient definition fields.
Then you can have the front office put something like letter F for forms. And you I think can make it show up on the appt. This takes manual checking of course. (This is all top of my head) I can screen shot If need
I would like to know as well. That would be a cool feature to add if it doesn’t exist already.
Brennon D. any thoughts?
Sirisha Jupudy G. certainly something we could explore! As a heads up, Flex itself will notify you on the schedule view if any patients need to complete forms that day.
Brennon D. is there way to get those to get sent out automatically, the same way the Covid forms are sent out 2 hours before the appt time
They’re setup a bit different, but you can setup both new patients and health history updates to go out automatically. If you’d like a hand with that I’d be happy to have the team reach out tomorrow
Brennon D. the automatic email part is super cool and easy to set up. Can you elaborate on the comment earlier of “flex will notify you on the schedule view if any patients need to complete forms that day.” Where do I find that information? Thanks!
John W. so if you’re looking at the schedule view, you’ll may notice a little file icon next to the patient’s name. If you hover over that you’ll see ‘forms needed’ — we’re checking based on the interval set (or even procedure codes they’re scheduled for when it comes to consent forms) if the patient is missing anything. You can see all patients scheduled from here, so it should be an easy glance to know who we’re waiting on.
Brennon D. Can it go automatically via text when we add a patient to open dental?
Don’t do auto import. Do it manually, view pt information as not everything entered by pt is right. Also, insurance information needs to be checked. Once we import we set patient field, online forms to F
I disagree. Patients should be responsible for their information and they sign stating it’s correctly.
John W. You may disagree but the reality is pt does not enter information correctly. I can show tons of flex forms.
I’m not disagreeing inaccuracies occur. I’m referring to patient responsibility. Do you make patients take their premedication in directly in front of you or do you feel they are responsible for their actions? A wrongly entered telephone number is less important than a newly replaced joint infection.
Charles B. – how do you get your COVID forms to go out automatically?
Lena L. I don’t know. I thought that was the default