General Settings for Group "Other" in Dental4Windows

General Settings for Group "Other" in Dental4Windows

QuoteListed below are the general settings for the group Other. Note that the settings listed here may not be in the same order as Dental4Windows.

Where to find the General Setting

Go to Location Setup > General tab > Group: Other

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. 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. Customer reference #
  2. 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. 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. 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. 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. 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. 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. Providers Sort Order in Lists
    1. ID: Providers are listed by ID (Default setting)
    2. Name: Providers are listed by their Surname

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. 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. 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. Recalls: to check the appointment books, how many days forward
    1. Enter the desired number of days (default setting = 20)

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. Save report period
    1. Yes: The report parameters are remembered when the report is run (default setting)

Setup Prompt When Sterilisation Barcodes Not Entered

A prompt can be set up to enter Sterilisation barcodes when completing Checked In and further prompt if Checked In is missed.

Prior to Sterilisation Barcodes Prompt Setup
  1. Sterilisation item code must be ticked prior to starting setup
    1. Go to Location Setup > Items > Record Menu > Find an Item
      1. Search for sterilisation item code e.g. Steri > select Find
      2. Select Go to > Select Financial Details subtab
      3. Tick Sterilisation                                                                                      
Setup of Sterilisation Barcodes Prompt
  1. Sterilisation: prompt for Barcodes/notes
  2. Select option from menu:
    1. No: Prompt will not appear
    2. Yes, at Check In: Prompt will appear when check in is selected on patients appointment
    3. Yes, at Check In and Warn if Missing at Invoice Creation: Prompt will appear when check in is selected on patients appointment and a warning message will appear when creating an invoice that sterilisation barcodes have not been entered
    4. Yes, at Check In and Required if Missing at Invoice Creation: Prompt will appear when check in is selected on patients appointment and sterilisation barcodes are required to be entered
      1. Enter Sterilisation item code
      2. Click Find
      3. Select the Sterilisation code to be used
      4. In Property, Non-Treatment and Sterilisation Information is required will be ticked by default, other options can be manually selected e.g. Non-Reporting 
      5. Click OK

Setup to Electronically Sign a Treatment Plan- 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. Use eSignature?: Yes
  2. eSignature Capture Timeout (in seconds): Set a timeout limit

Sterilisation: Include Autoclave, Cycle & Expiry Information

Sterilisation labels can be setup to include autoclave used for cycle, date of cycle and expiry date of processed instrument pack. For this feature to work barcode labels must be generated while entering the Autoclave Cycle into the Sterilisation tab.
  1. Sterilisation: Include Autoclave, Cycle & Expiry Information
    1. No: Cycle information will not be included on Barcode Label print outs
    2. Yes: Cycle information will be included on barcode labels generated while entering autoclave cycle

Sterilisation: Number of Months after Cycle Date is the Expiry Date

When using barcode labels that have Autoclave, Cycle and Expiry Information added, the expiry date on the barcode labels can be modified to required amount of months.
  1. Sterilisation: Number of Months after Cycle Date is the Expiry Date
    1. Enter required number of months (default setting = 3)

Sterilization module, allow non-unique barcode input

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

This can be modified.

  1. 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. Style of Reports menu toolbar
    1. Text buttons: Shows buttons with text (default setting)
    2. Icons: Shows picture icons 

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