General Settings for Group Other in D4W

General Settings for Group Other in D4W

QuoteFind the General Settings via Location Setup > General tab > Group: Other

General Settings 

​Add Departments within a Practice

When adding items to Treatment Plan and/or Treatment tabs, a Department can be selected to indicate what the item relates to. Note that the reporting on this feature is minimal and is mostly designed as a visual.

Activate Multi-Department Feature
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Work in multi-department environment: Yes
Add Departments
  1. Go to Location Setup > Location tab
  2. Departments section
    1. Click Add
      1. Enter Name
      2. Select the Manager
      3. Enter the Phone Number  

Customer reference #

The practice's Customer Reference Number can be added into Dental4Windows.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Customer reference #
  4. Enter the Customer Reference Number (this is issued by Centaur Software)
The Customer Reference Number can then be found in the About Dental4Windows Window
  1. Click Help menu > About

Letter Manager Last/Next appointment date format

When Creating a Letter for a Patient the format of the next appointment date can be changed.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Letter Manager Last/Next appointment date format
    1. Short: The date is displayed in short format (default setting)
    2. Full: The date is displayed in long format

Location is sorted By

When using a Multi Location database, the order of Locations can be changed.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Location is Sorted By:
    1. Location ID: Locations are listed by ID (Default setting)
    2. Location Name: Locations are listed by Name

Mail Merge Batch Effective Period (months)

When viewing a manual Recall batch, the Effective Indicator is calculated on a defined number of months since the batch was created.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Mail Merge Batch Effective Period (months)
    1. Enter the number of months to calculate the Effective Indicator

Method to Select/View Providers and Staff

When viewing Providers, the format of the view can be changed.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Method to Select/View Providers and Staff
    1. Prv/Staff Code: (default setting)
    2. Surname, FirstName (Location Code):
    3. Surname, FirstName (Location ID):

Month of issue of location’s annual reports

InfoWhen running financial reports (for example KPI-01 Report) the first month of the reporting period is July (financial year). This can be changed.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Month of issue of location’s annual reports
    1. Select the month to begin the period for reports

Providers Sort Order in Lists

When viewing Provider lists, the order of Providers can be changed.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Providers Sort Order in Lists
    1. ID: Providers are listed by ID (Default setting)
    2. Name: Providers are listed by their Surname

Save report period

When running reports the report parameters can be saved. This means that multiple reports can be run without needing to enter the parameters again.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Save report period
    1. Yes: The report parameters are remembered when the report is run (default setting)

Sterilization module, allow non-unique barcode input

When entering packs into a Sterilisation Cycle, each barcode must be unique.

This can be modified.

  1. Go to Location Setup > General tab
  2. Group: Other
  3. Sterilization module, allow non-unique barcode input
    1. No: Each barcode must be unique (default setting)
    2. Yes: Multiple identical barcodes can be entered

Style of Reports menu toolbar

When running reports the toolbar can be displayed as text buttons or icons.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Style of Reports menu toolbar
    1. Text buttons: Shows buttons with text (default setting)
    2. Icons: Shows picture icons 

Recalls: highlight Lapsed Patients using column “exam s+c”

When creating Lapsed patient recalls, D4W allows you to choose if you what to look at the Last Exam S+C date or Last Visit date when deciding if patient is considered a lapsed patient or not.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Recalls: highlight Lapsed Patients using column “exam s+c”
    1. Yes: Calculate on the patient's Last Exam S+C date (default setting)
    2. No: Calculate on the patient's Last Visit date

Recalls: patient considered lapsed, how many days in the past

When processing Lapsed Recalls, the number of days a patient is considered lapsed can be preset.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Recalls: patient considered lapsed, how many days in the past
    1. Enter the desired number of days (default setting = 90)

Recalls: To check the appointment books, how many days forward

When processing Manual Recalls, the number of days to exclude patients with appointments can be preset.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Recalls: to check the appointment books, how many days forward
    1. Enter the desired number of days (default setting = 20)

Setup Treatment Plan eSign - eSignature Device

It is possible to ask a patient to sign a Treatment Plan or Letter electronically using the computer and an eSignature device. An image of the signed document will automatically sit within the Document Manager tab for future reference.
  1. Go to Location Setup > General tab
  2. Group: Other
  3. Use eSignature?: Yes
  4. eSignature Capture Timeout (in seconds): Set a timeout limit

Sync with HICAPS terminal

When launching D4W the Hicaps terminal can be synchronised to check for new providers and insurance company information.
  1. Go to Location Setup > General tab
  2. Group: Paths & Links
  3. Sync with HICAPS terminal
    1. Yes: The Hicaps terminal is synchronised  when D4W is launched
If new Providers and/or Insurance Funds are found on the Hicaps Terminal, click Yes to resolve.

Click Add Link to synchronise the Provider and/or Insurance Fund.

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