Dental4Web to Satora: Best Practice for accurate data collection
Below is a list of features that must be setup and used in D4Web to ensure the data accuracy in Satora.
Included are links to relevant articles to assist with the feature setup & use if needed.
Appointment Book
Each provider must be linked to an appointment book / No shared books between providers:
Every appointment must have a provider selected:
Appointment classes must be setup and consistently used:
All Recall Appointments must be linked to a Recall Set:
Confirmed Appointments must be correctly updated
Appointments must be marked as Arrived / Checked in & Checked out
The Official FTA status / Official UTA status / Official ARRIVED status must be configured
Set-Official-UTA-Unable-to-Attend-status-link-to-Cancellation-list-Treatment-file
Set-official-FTA-Fail-to-Attend-status-link-to-Cancellation-list-Treatment-file
Set-Link-Official-ARRIVED-appointment-Status-to-A
Official ONLINE status must be configured (If using eAppointments):
Preset/Prebooked slots must have the correct WORK TIME configuration:
BREAKS must have the correct WORK TIME configuration:
Patients
Ensure patients are categorised correctly
Unless otherwise required, ensure the "None" patient category is set to active
Ensure other categories have the correct "Patient Status"
Insurance priorities must be correctly set up if using Multi Insurance environment:
Treatment Plan
Treatment plans must be kept up to date with the correct treatment items in the correct plan
Set Printed Treatment Plan to Presented must be set to YES
Set e-mailed Treatment Plan to Presented must be set to YES
Set Printed Treatment Plan to Presented must be set to YES
Set Treatment Plan for items transferred to Accepted must be set to YES
Set Treatment Plan with Appointed items to Accepted must be set to YES
Complete Treatment Plans with no outstanding items must be set to YES
Automatically Reject alternative Treatment Plans must be set to YES
Treatment-Plan-Status-Presented-Accepted-Rejected-Completed
Make-Treatment-Plans-Inactive-After-x-days-of-Creation
Make-Treatment-Plans-Inactive-After-x-days-of-Completion
Any active Treatment Plan status must be correct and up-to-date
Treatment plans Statuses must be correct and up-to-date
Invoice & Receipts
Activate Reversal Feature must be set to YES
All Invoice and Receipt Corrections must be performed via reversals where possible
Items
Non-Reporting items must be correctly configured
Non-Treatment items must be correctly configured
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