General Settings for Group Treatment in D4W

General Settings for Group Treatment in D4W

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

General Settings

Activate Fee Surcharges for Sat/Sun/Phol

It is possible to charge a Surcharge for work completed on Weekends and/or Public Holidays.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Activate FEES TAB SURCHARGES FOR SAT/SUN/PHOL: Yes                                
InfoNext, setup the Public Holiday dates and add Fees surcharge to charge for each item

Activate Treatment Plan Completion Item

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Treatment Plan Completion Item:
    1. Yes: Activate the Feature (Default setting)

Add Treatment Plan Disclaimer, Message and/or Statement

Setup a Disclaimer, Message and/or a Statement, to appear on every Treatment Plan as a default.

For example: Prices are Subject to change, This Treatment Plan is valid for 30 days…

  1. Go to Location Setup > General tab
  2. Group: Treatment
    1. Treatment Plan Disclaimer
    2. Treatment Plan Message (up to 400 characters)
    3. Treatment Plan Statement

Auto-insert a Date/time stamp in notes

When entering Treatment Notes, the date and time can be recorded from the system date.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Auto-insert a Date/time stamp in notes
    1. Yes: The Date / Time stamp appears on each note

Automatically Date/Time Stamp Notes

An option within Fast Notes is to automatically enter a date/time stamp in place of manually doing so. When activated, the date/time stamp will automatically enter once the notes have been closed/saved.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Auto-insert Date/Time stamp in notes: Yes    

Automatically Reject Alternative Treatment Plans

InfoWhen an Alternative Treatment Plan has been created, when one of the Treatment Plans is accepted the other Plans can be rejected automatically.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Automatically Reject Alternative Treatment Plans:
    1. Yes: Alternative Treatment Plans will be rejected automatically (Default setting)

Clinical notes shown as

When previewing a patient's treatment clinical notes, can be changed.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Clinical notes shown as
    1. Grouped: When previewing all notes in treatment also show all items done on that date
    2. Line: When previewing all notes in treatment only show the item that the note is added to

Clinical Notes shown on Screen

When previewing a patient's treatment clinical notes, the way the notes are displayed can be changed.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Clinical Notes shown on Screen
    1. None: If notes exist, the NT column displays as "Y" (default setting).
    2. Adjust Column: If notes exist, the NT column displays the notes entered.
    3. Tooltip: If notes exist, the NT column displays as "Y" and a preview of the notes appears when the mouse is hovered over the NT column.
    4. Adjust Column & Tooltip: If notes exist, the NT column displays the notes entered and a preview of the notes appears when the mouse is hovered over the NT column.

Clinical Notes Tooltip Duration (maximum 32 seconds)

If previewing a patient's treatment clinical notes using Tooltip, the duration of the Tooltip can be changed.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Clinical Notes Tooltip Duration (maximum 32 seconds)
    1. Enter the time to display the Tooltip (maximum 32 seconds)

Create Audit Report on changed Treatment Records

Any changes made in Treatment Plan/Treatment can be recorded and reported in Audit Trail reports.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Create Audit Report on changed Treatment Records:
    1. Yes: Any changes will be included in the Audit Trail

Include Items from Lab works into Invoices

There are cases or some professions that may need to incorporate the Lab Fee directly into the invoice printouts so that the patient is aware of the Lab fee component of the whole job.

In this case the invoice printout will be the Treatment Items plus Lab Fee Item.

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Include Items from Lab works into Invoices: Yes/No   

Insert Provider and assistant IDs into treat records automatically

When entering items into Treatment, the Provider and Assistant can be automatically inserted.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Insert Provider and assistant IDs into treat records automatically
    1. No: The Provider and Assistant (if applicable) need to be selected manually.
    2. From Previous Row: Inserts the Provider and Assistant (if applicable) from the previous item entered.
    3. According to current provider and assistant: Inserts the Provider and Assistant (if applicable) based on the patient's main Provider and Assistant, if assigned (default setting).
Info
The For Provider field (see Is For Provider Attribute Mandatory section) on a patients Appointment will override the Main provider and insert the provider linked to the appointment booked on that day instead.

Insert Provider code in ‘Transfer from Treatment Plans to Treat’ automatically?

When transferring from Treatment Plan into Treatment, you can select how to transfer provider codes.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Insert Provider code in ‘Transfer from Treatment Plans to Treat’ automatically?
    1. No: The user is forced to Insert the Provider Code when transferring items from Treatment Plan
    2. From Treatment Plan: The system will use the Provider Code that was used in the Treatment Plan for this item (default setting)
    3. From Appointment Slot: Use the Provider Code of the Appointment when linked to a Treatment Plan

In treatment Plan set estimated time to complete automatically according to items settings

When entering items into Treatment Plan, the duration of the procedure can automatically appear in the min column if the preset time has been entered in the items tab.

InfoSee Add Estimated Time to Complete an Item for further information.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. In treatment Plan set estimated time to complete automatically according to items settings
    1. Yes: If you have preset time has been entered into the item, this time will automatically appear in the treatment plan (default setting)

Lab job: Allow to edit Order no

When creating a Laboratory Lab Sheet, the Order Number can be either sequential or the user can modify the Order Number.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Lab job: Allow to edit Order no:
    1. No: The Order Number is not editable (default setting)
    2. Yes: The Order Number is editable

Last order number

InfoWhen creating a Lab Job Sheet (link coming soon), the Order Number used is determined by the number defined in the General Setting.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Last order number:
  4. The next Order Number is predetermined

List of codes (delimited by space) acceptable in TOOTH field (besides teeth codes)

When entering items into Treatment Plan or Treatment, only certain text can be entered into the Tooth column.

This is usually the tooth number, however other codes can be added.

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. List of codes (delimited by space) acceptable in TOOTH field (besides teeth codes)
There are currently some codes preset:
  1. Q1 Q2 Q3 Q4 (used for Perio)
  2. P/- P/ -/P /P L R (used for dentures, Left, right)
  3. Additional codes can be added, separated by a space

Lock Treatment notes history

When entering Clinical Notes into Treatment Plan or Treatment, the notes can be locked after a certain period of time.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Lock Treatment notes history: Select the desired time period 


Make Treatment Plans Inactive After x days of Completion

Info
Treatment Plans can be marked as Inactive after a determined number of days from the completion date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Make Treatment Plans Inactive After x days of Completion: Enter the required number of days

This is processed once per day. See Set Time to Check for Inactive Treatment Plans (see below section) to set the time of day to check for inactive Treatment Plans.

Make Treatment Plans Inactive After x days of Creation

Info
Treatment Plans can be marked as Inactive after a determined number of days from the creation date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Make Treatment Plans Inactive After x days of Creation: Enter the required number of days

This is processed once per day. See Set Time to Check for Inactive Treatment Plans section below to set the time of day to check for inactive Treatment Plans.

Multiple Locations: show only Providers and Assistants for the current location

When using a multiple location database, only Providers/Assistants for a specific location can be shown when entering items into Treatment. 

This will minimise the list, making it easier to find the appropriate person/s

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Multiple Locations: show only Providers and Assistants for the current location:
    1. Yes: Providers/Assistants in the current location are displayed
    2. No: Providers/Assistants from all locations are displayed (default setting)

Number of days to allow edit of Treatment / Treatment Plan

Editing of the Treatment/Treatment Plan is not allowed after this period.

InfoThe security setting Lock edit of a plan at end of allowed period needs to be enabled.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Number of days to allow edit of Treatment / Treatment Plan:
    1. Select from the following: 1 end of the day (default setting), 2, 3, 4, 5, 6, 7

Position of not invoiced treatment records

When items entered into Treatment are invoiced, the order of the items not invoiced can be determined.

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Position of not invoiced treatment records
    1. According to ID: Items will be displayed in the order they were entered (default setting)
    2. After invoiced records: Any items not invoiced will be displayed at the bottom of the list

Set E-mailed Treatment Plan to Presented

When a Treatment Plan is printed, the Treatment Plan status can be set to Presented automatically.

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Set e-mailed Treatment Plan to Presented:
    1. Yes: The Treatment Plan status will become Presented after being e-mailed (default setting)

Set Printed Treatment Plan to Presented

When a Treatment Plan is printed, the Treatment Plan status can be set to Presented automatically.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Set Printed Treatment Plan to Presented:
    1. Yes: The Treatment Plan status will become Presented after being printed (default setting)

Set Time to Check for Inactive Treatment Plans

Info
Treatment Plans can be marked as Inactive after a determined number of days from the creation or completion (see above section) date.

This avoids the patient appearing in Incomplete Treatment Plan Queries and Reports. 

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Check for Inactive Treatment Plans: Enter the required time to check for Inactive Treatment Plans (19:00 default)

Set Treatment Plan with Appointed Items to Accepted

When items from a Treatment Plan are linked to an appointment, the Treatment Plan status can be set to Accepted automatically.

  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Set Treatment Plan with Appointed Items to Accepted:
    1. Yes: The Treatment Plan status will become Accepted after items are linked to an appointment

Setup to Search by Item Code and Description

Items can be searched by description in Treatment Plan and Treatment Tabs.
  1. Go to Location Setup > General tab 
  2. Group: Treatment
  3. TreatPlan/Treatment: find using  
    1. Item Code: Search by item code in Treatment Plan or Treatment tabs
    2. Item Code and Description: Search by item code or item description in treatment plan or treatment tabs

Setup Treatment Plan Statuses

Activate Treatment Plan Statuses to help view and track treatment plans. 
  1. Go to Location Setup > General tab
  2. Group: Treatment 
  3. Set Printed Treatment Plan to Presented: Set as Yes to automatically mark the Treatment Plan status as Presented when the plan is printed
  4. Set e-mailed Treatment Plan to Presented: Set as Yes to automatically mark the Treatment Plan status as Presented when the plan is emailed to the patient
  5. Set Treatment Plan for items transferred to Treatment to Accepted: Set as Yes to automatically mark the Treatment Plan status as Accepted when there are multiple items in the Treatment Plan and not all items are transferred to Treatment
  6. Complete Treatment Plan with no outstanding items: Set as Yes to automatically mark Treatment Plan status as Completed when all items have been transferred to Treatment
  7. Set Treatment Plan with Appointed Items to Accepted: Set as Yes to automatically mark Treatment Plan status as Accepted when the plan is attached to the patient’s appointment
  8. Automatically reject Alternative Treatment Plans: Set as Yes to automatically mark Treatment Plan status as Rejected when at least one item of the alternative treatment has been accepted
  9. Make Treatment Plans inactive after x days of Creation: The default of this setting is 0. This can be changed if needed. The Active Treatment Plan check box is not automatically unticked. If this setting is changed, the Treatment Plan is marked as Inactive after the specified number of days after the plan was created. This applies to Treatment Plans that have not been completed.
  10. Make Treatment Plans inactive after x days of Completion: The default of this setting is 720. This can be changed if needed. The Active Treatment Plan check box is automatically unticked after the specified number of days after the plan is completed.
  11. Check for inactive Treatment Plan: The default of this setting is 19:00 (7pm). This can be changed if needed. The system will look at the Treatment Plans and will untick the Active Treatment Plan check box if any of the above conditions are met.
  12. Treatment Plan Completion item: An item can be setup as Treatment Plan Complete item. When this item is entered into Treatment Plan it is automatically set as Complete.

Show Active treatment Plans by default

When opening the Treatment Plan tab, the first plan seen is the latest active treatment plan.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Show Active treatment Plans by default
    1. Yes: The latest active Treatment Plan will be displayed (default setting)
    2. No: The latest Treatment Plan will be displayed, regardless if it is active or not

Show dropdown list when incomplete/incorrect item is entered

When entering an item number that is incorrect or doesn't exist into Treatment Plan or Treatment, the system can display a list of items that match the criteria.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Show dropdown list when incomplete/incorrect item is entered
    1. Yes: When entering an item in treatment if the code is incomplete or incorrect you may then select from list of items
    2. No: If an incomplete or incorrect item is entered the user will be forced to complete the correct code before proceeding

Show Gap column in Treatment/Treatment Plan

InfoWhen using the Hicaps Quote feature via the Hicaps terminal, the rebate is generated and the Rebate column Is updated in the Treatment Plan/Treatment.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Show Gap column in Treatment/Treatment Plan:
    1. No: The Rebate column is NOT updated (default setting)
    2. Yes: The Rebate column is updated

Show item fees on each row of treatment plan printout

When previewing/printing a Treatment Plan, the fees of each individual item can be shown.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Show item fees on each row of treatment plan printout
    1. Yes: The fee of each item will be displayed
    2. No: The Grand Total will be displayed

Show Provider name Column in Treatment/Treatment Plan

When viewing the Treatment Plan or Treatment, the Provider's name can be displayed.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Show Provider name Column in Treatment/Treatment Plan
    1. No: The Provider Code is displayed (default setting)
    2. Yes: The Provider's Code and Name are displayed

Treatment Plan Term Required by Tax Office"

When previewing or printing a treatment plan, the word Quote is visible. This can be changed to suitable word if needed for taxation purposes.
  1. Go to Location Setup > General
  2. Group: Treatment
  3. Treatment Plan Term Required by Tax Office''
  4. Type required word
  5. Word will now appear on treatment plan when printed or previewed

Users can modify financial information in Treatment and Treatment Plan records

When entering items into Treatment Plan or Treatment, the fee can be modified.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. Users can modify financial information in Treatment and Treatment Plan records
    1. Yes: The fee of the item can be modified (if security access is permitted, default setting)
    2. No: The fee of the item cannot be modified 

When adding items to an existing Treatment Plan, use the item fee period of

When entering items into Treatment Plan, the fees used are specified by the date.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. When adding items to an existing Treatment Plan, use the item fee period of
    1. Date of the Plan: The fee of the item will be set based on the fee period
    2. Today: The fee of the item will be set based on the fee Today

When inserting items in treat or plan tab and there is a surcharge present, round to the nearest:

When entering items into Treatment Plan or Treatment and a surcharge is used (eg public holiday), the fee can be rounded.
  1. Go to Location Setup > General tab
  2. Group: Treatment
  3. When inserting items in treat or plan tab and there is a surcharge present, round to the nearest: Select from the available options

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