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Transcript of Users Guide
ABELDent Users GuideVolume 1 Getting Started Version 9
ThisUsersGuidecontainsorrefersyoutocurrent informationonusingthefeaturesinABELDent. Nopartofthispublicationmaybereproduced,transmitted, storedinaretrievalsystem,nortranslatedintoanyhumanor computerlanguage,inanyformorbyanymeans,electronic, mechanical,magnetic,optical,chemical,manualorotherwise, withoutthepriorwrittenpermissionofthecopyrightowner, ABELDentInc.3310SouthServiceRd.,Burlington,Ontario, CanadaL7N3M6. Thecopyrightedsoftwarethataccompaniesthisguideis licensedtotheEndUseronlyforuseinstrictaccordancewith theEndUserLicenseAgreement,whichshouldberead carefullybeforecommencinguseofthesoftware.Information inthisdocumentissubjecttochangewithoutnoticeanddoes notrepresentacommitmentonthepartofABELDentInc. ABELDentisaregisteredtrademarkofABELDentInc. FirstEdition:April2009
Table of ContentsWelcome .................................................................................................................................... 1 Key Features.............................................................................................................................. 2 About this Guide...................................................................................................................... 4 Conventions Used in the Documentation............................................................................ 6 Using On-Line Help ................................................................................................................ 7 ABELDent Support ................................................................................................................ 8
Chapter 1 - Installing ABELDentBefore Installing ..................................................................................................................... 12 Installing ABELDent............................................................................................................. 13 Viewing ABELDent Program Groups ............................................................................... 18 Tips and Troubleshooting..................................................................................................... 19 Installing Office Communicator ......................................................................................... 20 Installing Optio Publishing................................................................................................... 21 Installing ITRANS ................................................................................................................. 22 Configuring Windows XP Style Display ..................................................................... 23 Updating ACDQ-CDA Common Communication Driver Initialization file ............... 25
Chapter 2 - Setting Security and Adding UsersIntroduction ............................................................................................................................ 28 Accessing the Authorization Manager ................................................................................ 28 Setting the Security Mode ..................................................................................................... 30 Understanding Access Privileges ......................................................................................... 31 Creating and Managing Roles............................................................................................... 36 Create a New Role.......................................................................................................... 36 Editing a Role.................................................................................................................. 40 Delete a Role ................................................................................................................... 40 Creating and Managing Members........................................................................................ 41 Add a Member ................................................................................................................ 41 Assigning a Member to a Role...................................................................................... 43 Assigning Privileges to a Member Regardless of Role.............................................. 44 Removing Access Privileges for a Member ................................................................ 45 Editing Member Information....................................................................................... 46 Activating and Inactivating Members.......................................................................... 47 Starting ABELDent ............................................................................................................... 48
Chapter 3 - Working in ABELDentIntroduction ............................................................................................................................ 50 A Word about Windows ....................................................................................................... 50 Display Settings ...................................................................................................................... 50 Choosing Menus and Commands ....................................................................................... 52 Choose a Menu and Select a Command from the Menu Bar .................................. 52 Right-Click and Choose a Command from a Pop-Up Menu .................................. 53 Choose a Command Using Keyboard Shortcuts....................................................... 54 Tools Palette............................................................................................................................ 55 Standard Toolbar ............................................................................................................ 56 Scheduler Toolbar........................................................................................................... 57 Appt Tab Toolbars ......................................................................................................... 58 Patient Record Toolbar ........................................................................................... 59 Using the At a Glance Panel................................................................................................. 60 Entering Dates in ABELDent ............................................................................................. 63 Searching for Text or Numbers in Lists ............................................................................. 64 Shortcut Keys ......................................................................................................................... 66
Chapter 4 - Setting Up ABELDentIntroduction ............................................................................................................................ 70 Accessing the File - Update Menu....................................................................................... 70 Areas that Require Setting Up.............................................................................................. 71 Insurance ................................................................................................................................. 76 Insurance Assignment.................................................................................................... 77 Adding Insurance Plans................................................................................................. 80 Entering Detailed Coverage Information................................................................... 96 Understanding Deductibles and Maximums .............................................................. 99 Adding Insurance Carriers .......................................................................................... 106 Entering Procedure Eligibility .................................................................................... 114 Adding Forms ............................................................................................................... 118 Providers................................................................................................................................ 125 Adding Providers.......................................................................................................... 125 Modifying Provider Information ............................................................................... 131 Deleting a Provider....................................................................................................... 132 Adding Bank Account Information .......................................................................... 132 Adding Banks ................................................................................................................ 141 Adding Form Information for Providers ................................................................. 144 Creating a Billing Practice Rule for Providers.......................................................... 146 System Setup......................................................................................................................... 150
Accessing System Setup............................................................................................... 150 General Options ........................................................................................................... 151 Options .......................................................................................................................... 155 Printers ........................................................................................................................... 160 Local ............................................................................................................................... 163 Alternate Language....................................................................................................... 164 Appointment Scheduler Setup ........................................................................................... 166 Accessing Appointment Scheduler Setup ................................................................. 166 Specifying General Colors........................................................................................... 167 Appointment States...................................................................................................... 169 Assigning Providers to Columns and Defining the Column Title........................ 173 Setting Provider Options............................................................................................. 175 Creating Reserved Time .............................................................................................. 177 Customizing the Scheduler Options.......................................................................... 179 Creating Work to Do Items ....................................................................................... 182 Customizing the Scheduler Parameters..................................................................... 184 Master Fee Schedule ............................................................................................................ 189 Adding a Procedure Code ........................................................................................... 189 Modifying the Master Fee Schedule........................................................................... 196 Inactivating a Procedure Code.................................................................................... 197 Setting up ABELDent to Calculate the GST ........................................................... 198 Creating a GST Procedure Code................................................................................ 198 Creating a GST Supercode.......................................................................................... 199 Creating a Discount Procedure Code........................................................................ 200 Creating a Treatment In Progress Code.................................................................... 201 Increasing Fees in Master Fee Schedule .................................................................... 203 Restoring a Saved Master Fee Schedule .................................................................... 204 Special Fee Schedules .......................................................................................................... 206 Accessing Special Fee Schedules ................................................................................ 206 Creating a Special Fee Schedule.................................................................................. 207 Modifying a Special Fee Schedule .............................................................................. 211 Deleting a Special Schedule......................................................................................... 212 Printing a Special Schedule.......................................................................................... 212 Increasing Fees in a Special Fee Schedule................................................................. 213 Provider Chair Scheduling .................................................................................................. 215 Adding a Procedure...................................................................................................... 215 Modifying a Procedure................................................................................................. 218 Deleting a Procedure.................................................................................................... 218 Supercodes ............................................................................................................................ 219
Adding a Supercode ..................................................................................................... 219 Modifying Supercode Information ............................................................................ 221 Creating Discount Supercodes ................................................................................... 222 Deleting Supercodes..................................................................................................... 223 Opening Balances................................................................................................................. 224 Preparing to Enter Opening Balances....................................................................... 224 Entering Opening Balances ........................................................................................ 225 Viewing the Opening Balance Totals......................................................................... 228 Printing the Opening Balance Totals......................................................................... 229 Making Sure Your Opening Totals Balance.............................................................. 230 Message File.......................................................................................................................... 231 Adding a Message to a Category ................................................................................ 231 Modifying A Message................................................................................................... 233 Deleting a Message....................................................................................................... 233 Printing the Message List ............................................................................................ 234 Referring Dentists ................................................................................................................ 235 Adding a Referring Dentist ......................................................................................... 235 Modifying Referring Dentist Information................................................................ 238 Changing the Status of a Referring Dentist.............................................................. 238 City Codes ............................................................................................................................. 239 Adding City Codes ....................................................................................................... 239 Modifying City Code Information ............................................................................. 241 Deleting a City Code .................................................................................................... 241 Clinical Notes........................................................................................................................ 242 Transaction Notes ........................................................................................................ 242 Exam Notes................................................................................................................... 248 CDAnet.................................................................................................................................. 252 Contacting CDAnet and Reseau ACDQ-CDAnet .................................................. 252 Preparing Your Practice to Use CDAnet .................................................................. 253 Preparing ABELDent to Use CDAnet ..................................................................... 253 Setting up CDAnet 4.................................................................................................... 256 Adding EDI Networks ................................................................................................ 258 Modifying Network Information ............................................................................... 261 Deleting a Network ...................................................................................................... 261 Specifying Office Number Information ................................................................... 262 Specifying Pended Response Print Options............................................................. 263 EDI Insurance Carrier Listing.................................................................................... 264 Modem and Telephone Line Considerations ........................................................... 266 Setting Up a Network with Continovation Services Inc. - iTrans......................... 267
Modem and Internet Connection Status Codes ...................................................... 269 Setting Up the CDAnet Communication File .......................................................... 272 Popular Prescriptions List................................................................................................... 274 Creating a Popular Prescription List.......................................................................... 274 Modifying a Drug in the Popular List ....................................................................... 277 Deleting a Drug from the Popular Drug List .......................................................... 278 Document Types .................................................................................................................. 279 Adding a Document Type ........................................................................................... 279 Renaming a Document Type ...................................................................................... 280 Deactivating a Document Type.................................................................................. 281 Checking System Status....................................................................................................... 282
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WelcomeWelcometoABELDentaWindowsbased,featurerich softwareprogramthathelpsdentistsmanagetheirpractice andclinicalrecordsmoreefficiently. Highlightsinclude: secureclinicalrecordkeeping extensivetreatmentplanning impressivepatienteducation sophisticatedscheduling flexiblecontactmanagement ABELDentalsocapturesimagesdirectlyandintegrateswith manypopularimaginganddigitalradiographysystems.AnSQL databaseoptionandrolebasedsecuritysafeguardyour practiceanddata. TheABELDentUser sGuideguideisdividedintothree volumesGettingStarted,PracticeManagementand Clinical.Usethedetailedinformationandstepbystep instructionsavailableineachofthesevolumestogetthe mostfromyourinvestmentinABELDent.
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Ke y Fea t ures
Key FeaturesAppointmentScheduling Theappointmentscheduleistheadministrativehubofthe systemmostdaytodaytasksarejustaclickawayfrom theschedule.Ourscheduleisthemostflexibleavailable displayanycombinationofdaysandproviderssousers canfocusonwhattheyneedtosee. ClinicalCharting ABELDentselectronicchartingiscomprehensiveandeasy enoughtousetoreplacechartingonpaper.Clinical procedures,existingconditionsandtreatmentplans,once certified,areapermanentandsecurepartofthepatient record. ContactManagement WithContactManager,outstandingtreatmentnevergets lostinthecharts.Filteroutstandingtreatmentbytime required,provider,proceduretypeorseveralothercriteria tofocusyourtreatmentschedulingeffort.Matchcontacts toopeningsandpatientschedulingpreferencetokeepyour schedulefilled. ElectronicClaims Mostpracticesagreethatelectronicclaimssolutionshave increasedtheirfinancialefficiencyandincreasedtheir abilitytocollectfrompatients. FinancialsandInsurance ABELDentcanadapttothefinancialneedsofalmostany practice.Itsupportsseveralmodelsforsharingrevenue amongownerdentists,associatedentistsandhygienists. ABELDentprovidesexcellentsupportforinsurance assignmentandisequallyeffectiveforpracticesthatdonot acceptassignment.
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ImageManagement ABELDentcapturesandstoresimagesfromawidevariety ofsources.OnceimagesarestoredinABELDent,theyare availabletouseforcasepresentation,toattachto electronicclaimsorpredeterminationsandtosharewith otherproviders. PatientRecords TheABELDentpatientrecordissecureandeasytouseand update.Authorizedusershavequickaccessto appointments,treatmenthistory,insuranceinformation, financialrecordsandmore. ReportingandAnalysis Itisoftensaidthatyoucanonlyimprovewhatyoucanmeasure. ABELDentsextensivereportingletsyoumeasuredozensof indicatorsofpracticegrowthandproductivity. CaseManager CaseManagercreatesimpressivemultimediapresentations fromyourtreatmentplansinminutes.Eachpresentation includesinformationaboutyourpracticeandyour recommendedtreatmentinsupportofyourtreatmentplan. Youcanusethepresentationtoenhanceyourinoffice consultation,printit,orburnittoaCDorDVDforthe patienttotakehome.Thisprogrammustbeinstalled separately. Communication Improvedinofficecommunicationisoneofthegreatest benefitsofanetworkedABELDentsystem.Inform clinicianswhenapatientarrives,thedentistwhena hygienistisreadyforapatientcheck,appropriatestaff whenapatientwillbelateorclinicalstaffneedextratime withapatient.Allofthiscanbedonewithafewclicks usingOfficeCommunicatoroureasytouseoffice messagingsystemthatisbetterthanahardwired communicationsystem.Thisprogrammustbeinstalled separately.
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About this Guide
About this GuideTheABELDentUser sGuideisdividedintothreeseparate volumesGettingStarted,PracticeManagementand Clinical.Functionsineachvolumearearrangedinto chapters,andcanbequicklyfoundusingtheTableof ContentsorIndex. Thetablesbelowprovideabriefdescriptionofthe informationcontainedineachvolume.
Volume 1 - Getting StartedChapter /Title Chapter 1 Installing ABELDent Chapter 2 Setting Security and Adding Users Chapter 3 Working in ABELDent Chapter 4 Setting Up ABELDent Shows you how to... Install ABELDent for the first time, or as an upgrade to a previous version. Select the security method, create and assign roles and add users to ABELDent. Navigate and work within ABELDent, including how to choose commands, select patient record tabs and enter dates. Set up ABELDent with a variety of options and functionality.
Volume 2 - Practice ManagementChapter /Title Chapter 1 Working with Patient Records Chapter 2 Managing Appointments Chapter 3 Managing Contacts Shows you how to... Add, edit, inactivate and delete patient records and manage family members and referrals. Find, book, reschedule and cancel appointments View, add, edit and delete appointment contacts and see how they are used to handle recall and other follow-up appointments.
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Chapter /Title Chapter 4 Recording Patient Insurance Chapter 5 Recording and Billing Treatment Chapter 6 Managing Financial Transactions
Shows you how to... To record and assign insurance information and plans to a patients record. To record and bill treatment services provided to patients. To process and manage patient financial transactions from the Financial tab.
Volume 3 - Clinical GuideChapter /Title Chapter 1 Creating Patient Notes Chapter 2 Managing Documents Chapter 3 Letter Manager Chapter 4 Medications and Prescriptions Chapter 5 Imaging Chapter 6 Charting Chapter 7 Perio Chapter 8 Report Descriptions Shows you how to... Create a medical, financial, or general note as part of the patients record. Access letters, reports, images and other documents for a patient, either by importing or scanning them into ABELDent. Use letter templates to create personalized letters to be sent to patients, or other dentists. Create and administer medications and prescriptions from within ABELDent. Capture, import and store your patients images (x-rays, photos) on the Imaging tab. Chart existing conditions, planned treatment and procedures. Record periodontal conditions on a patients Perio chart. Use the wide-variety of reports that are available in ABELDent.
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C on ve n t i o n s U s e d i n t h e D oc u m e nt a t i o n
Conventions Used in the DocumentationWhenreadingtheUser sGuide,itsimportantto understandthesymbolandformattingconventionsusedin thedocumentation.This Represents The start of step-by-step instructions. All step-bystep instructions are numbered so the steps needed to complete a task are easily identifiable. Boldface type All references to the names of menus, fields, buttons and icons are in boldface type. For example: "Click the Modify button, or click OK. "" Quotation marks indicate an action you must perform. For example: In the Language field, select the Patients language"English" or "French". Italicized type Italicized type indicates a cross-reference to other material in the Guide. Special information in the form of notes and reminders. Tips on how to perform a task or action.
Important information and warnings.
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Using On-Line HelpABELDentincludesanOnlineHelpthatprovidesspecific informationaboutusingthesoftware,aswellasmany helpfulhints.
Help TopicsToseeanoverviewofwhatsinHelp,chooseIndexfrom theHelpmenuandthenclicktheContentstab.
Viewing TopicsTopicsarelistedunderBookfolderswhichareidentified withaBookicon .DoubleclickonaBookicontoview theassociatedtopicsandthendoubleclicktoselectthe topicyouwanttoread.
Index and Search FeatureChooseIndexfromtheHelpmenuandusetheIndexand Searchfeaturestolocateyourtopic.
Help on Specific Windows and Dialogs PressF1onyourkeyboard. ClicktheHelpbuttonthatisdisplayedonthewindow, menuordialog.
Favorites FeatureAddyourfavoritehelptopics.Itprovidesaneasywayfor youtofindpreviouslyreadinformationthatyouwantto havehandyonaregularbasis.Doubleclickaniteminthe listandABELDenttakesyoutothetopic.
Printing a Help Topic ToprintalltopicslistedunderaBookinthelistof Contents,clicktheBookicon andthenclickthe PrintbuttonatthetopoftheHelpwindow. Toprintanindividualtopic,doubleclickonthetopic andthenclickthePrintbutton atthetopoftheHelp window.A B E L D e n t U s e r s G u id e - Vol u m e 1 - G ett i n g S t a r t e d
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ABELDent Support
ABELDent SupportABELDentoffersourcustomersa24hoursupportoption! Wehaveateamofdedicatedandexperiencedprofessionals toassistyouwithanyissuesthatmayarisewhileusing ABELDent. WeemploysophisticatedcalltrackingandLiveAnswer telephonesystemsandworkdiligentlytoprovideyouwith avarietyofwaystogetsupportasquicklyaspossible.
Contacting SupportYoucanreachusbytelephone,orbyemailviaourwebsite. Telephone Burlington:9053333200 AllOtherAreas:TollFree8002635104,Extension2 Email Ifyourquestionisnoturgent,youcanemailusdirectly fromourwebsite.Toaccessthewebsite,clicktheHelp menuinABELDentandchooseemailABELDentSupport. YoucanexpectanemailreplyfromanABELDentSupport Representativewithintwobusinessdays.
Using the Dental Knowledge BaseABELDentprovidesanextensiveinternetbased knowledgebasethatcontainsarticles,FrequentlyAsked Questions(FAQs)andhottipsonhowtoperformyour ABELDenttasks. To Access the Dental Knowledge Base:1
ClicktheHelpmenuandchooseDentalKnowledge Base. TheDentalKnowledgeBasepageappears.
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ClicktheKnowledgeBasebuttonandthenfollowthe onscreeninstructions.
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Updating and Downloading Dental SoftwareYoucanvisitourwebsitetocheckforavailableABELDent updatesanddownloads. Forexample,Itransusersshouldcheckthesiteonaregular basistoupdatetheirItranstransmissionfile. To Access Software Updates and Downloads:1
ClicktheHelpmenuandchooseDentalSoftware Updates/Downloads TheDownloadspageappears.
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Followtheonscreeninstructionstodownloadthe availablefiles.
Accessing the ABELDent Website1
ClicktheHelpmenuandchooseABELDentHome Page. TheABELDentDentalHomepageappears.
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ClickSupport. UsetheLinksmenutoreviewandselectasupport category.
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A BE L D e n t S u p p o r t
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Chapter 1 Installing ABELDentThischaptershowsyouhowtoinstallABELDentforthe firsttime,orasanupgradetoapreviousversion. Hereswhatyoullfind: BeforeInstalling InstallingABELDent ABELDentProgramGroups TipsandTroubleshooting InstallingOfficeCommunicator InstallingOptioPublishing InstallingITRANS
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B efo r e I ns t a l l i n g
Before InstallingApproximately700MBoffreediskspaceisrequiredto installtheABELDentapplication.Theactualfreedisk spacerequiredwilldependontheamountofdataentered.1
Makesurethatyoumeetandexceedthesystem requirementsshownonourwebsiteat: www.abeldentsoftware.com/Home/ SystemRequirements
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Closeallapplicationsonallmachinestoensurethey willnotinterferewiththisABELDentinstallation. RebootyourServer. WhenyouinstallABELDentonaClientmachine(s) networkedtoaServer,youwillbepromptedtoenter theComputerNameofyourServer. InserttheABELDentCDintoyourCDROMdrive.The CDwillstartautomatically,andtheWelcometo ABELDentwindowwillappear. IftheCDfailstostartautomatically,refertoTipsand Troubleshooting onpage 19
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ClickReadWelcome. ClickWelcomeNewABELDentUsers!andreadthe informationprovidedpriortoinstallingthissoftware. ClickXinthetoprightcornertoclosetheWelcometo ABELDentwindow. RemovetheABELDentCDfromyourCDROMdrive.
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Installing ABELDent1
LogontotheServerorClientasAdministrator(oruser withAdministratorpermissions).Makesureyouclose allotherrunningapplications. InserttheABELDentInstallationCDintotheCDROM driveoftheserver,clientorstandalonecomputer.The installprogramwillstartautomatically. TheSelectLanguagedialogboxwillappear.
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ClickonUSEnglishorFrancaisandthenclickOK. TheWelcometoABELDentwindowappears.
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I ns t a l l i n g A B E L D e n t
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ClickNextontheWelcomewindow. TheSoftwareLicensingAgreementwindowappears.
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ClicktheradiobuttonbesideIAcceptthetermsofthe abovelicenseagreementandthenenteryournamein theMyNameisfield.ClickNexttocontinue. TheSelectDestinationDirectorywindowappears.
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LeaveC:\ABELDentasthedestinationdirectory,or clicktheBrowsebuttonandchooseadifferent destinationdirectoryonthemachinesrootdirectory.
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ClickNextontheSelectDestinationDirectorywindow. TheSelectComponentswindowappears.
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LeaveFictionalDataselectedifyouwouldliketohave sampledatainstalledwhichyoucanthenusewhen learningABELDent.Ifnot,clicktoremovethecheck mark.ClickNexttocontinue. TheSelectConfigurationwindowappears.
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I ns t a l l i n g A B E L D e n t
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Readtheonscreeninstructionsandthenchoose Standalone,ServerorClient.ClickNexttocontinue. TheSelectProvince/Territorywindowappears.
10 SelecttheProvinceinwhichyourpracticeoperates.
TheReadytoInstallwindowappears.
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ClickNexttobegintheinstallation. Theinstallationmaytakeanywherefromafewminutes toover30minutesdependingonthesizeofyourdata files,andspeedofyourservercomputer.Somesystems stayatthesamepercentageforanextendedperiodof time,thisisnormal.Pleasewaituntiltheinstallationis complete.
Onceyouvefinished installingtheupdated versionontheServer, performthesame installationonALLother clientcomputersthat willberunning ABELDent.Failuretodo socouldresultindata loss!
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popupdialogboxwillappear.
13 ClickOKtocompletetheinstallation.
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V i ew in g A B E L D en t P ro g ram G ro u p s
Viewing ABELDent Program GroupsOnceyouveinstalledABELDent,thefollowingprogram groupswillappearonyourdesktop:Choose This Icon To Launch ABELDent Fictional Data to view the different icons for each fictional group and a Fictional Data Overview icon. Each icon runs ABELDent with all the fictional patient data you will need to start exploring the ABELDent program! To find out the contents of each icon, double-click the Fictional Data Overview icon. Launch ABELDent
Add members, roles, security settings and access privileges. Also, specify video capture settings.
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Tips and Troubleshooting1
IfyourServerisusingWindows2003Serversoftware withTerminalServicesenabled,oryoumustinstallthe upgradeusingAdd/RemoveProgramsmakesureyou areloggedonasadministrator. a. ClickExittoclosetheWelcometoABELDent window. b.ClickStartandthenControlPanel. c.DoubleclickAdd/RemoveProgramsandselect AddNewPrograms.
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CDfailstostartautomaticallywheninserted: a. DoubleclicktheMyComputericononthe desktop. b.DoubleclicktheCDROMdrivetodisplayall thefilesontheABELDentCD. c.Doubleclickautorun.exe(orautorun)file. Note:ifautorunfailstostart,doubleclick setupmdb.exe(orsetupmdb).
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SettheTaskbarPropertiesoneachcomputertoAuto hidethetaskbarandDisplayPropertiestominimum screenresolution1024x768toensurevisibilityofall fieldsonallABELDentscreens. FindingYourComputerName: a. ClickStart,ControlPanel. b.DoubleclicktheSystemicon. c.ClicktheComputerNametabandmakenoteof theComputerName. IfyourServernameisthesameasyourABEL CustomerID,theletterCistypicallyfollowed bythenumber0nottheletterO.E.g.C09999is Czeroninenineninenine.A B E L D e n t U se r s G u i d e - Vol u m e 1 - G e tt i ng S t a r t e d
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I ns t a l l i n g O ff i c e C om mu ni c a t o r
Installing Office CommunicatorOfficeCommunicatorcanbeusedtocommunicatewith anystaffmemberwithintheoffice.Administrativestaff cansendmessagestoclinicalstafftoadvisethemthattheir patienthasarrived,sendspecificmessagesorrequest informationfromastaffmember. To Install Office Communicator:1 OfficeCommunicator requiresTCP/IPprotocol onallcomputersthat willbeusingthis program. Ifyoursystemis configuredwitha Windowsfirewall, openport1099to allowtheOCtrafficto passthrough. 2
Exitallapplications. InserttheABELDentCDintoyourCDROMdrive. TheCDwillstartautomatically. ClickInstallABELDentorABELOC. ClickInstallABELOCandfollowthestepsasdirected bytheinstallwizard. Acceptthedefaultdestinationfolderofc:\ABELSoft. InstallOfficeCommunicatorontoyourserver computerasserverconfigurationandontoeachclient workstationwishingtouseOfficeCommunicatoras clientconfiguration.
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Installing Optio PublishingOptioDentistrypatienteducationmoviesarenow availablefromwithinABELDent. Theinstallationproceduresshownbelowmustbe performedoneachcomputerfromwhichuserswillbe accessingOptioDentistrypatienteducationmovies. To Install Optio Publishing Installation Instructions:1 2
Exitfromallapplications. InserttheABELDentCDROMdiskintoyourCDROM drive. ClickNavigateCDExtras. DoubleclickAddOnsfolder. DoubleclickOptiofolder. DoubleclickSetupOptio.exe. Installationfilesarefirstcopiedtoyourcomputerand thentheOptioPublishinginstallationwizarddisplays.
3 4 Thefirsttimeyouopen Optiooneachcomputer youarerequiredtoread andaccepttheOptio PublishingInc.Software LicensingAgreement. 5 6
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FollowtheinstructionspresentbytheInstallation wizard.Acceptthedefaultinstallationdirectory. ClickOKontheInstallationCompletedialog. AshortcuttoOptiowillappearonyourdesktopand StartMenu. WithinABELDent,theOpenOptioPublishingtool buttonwillactivateuponinstallationofOptio Publishing.
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I ns t a l l i n g I T R A N S
Installing ITRANSABELDentsupportstheITRANSandeQualifIDtools providedbyContinovationServicesInc.(CSI)forCanadian dentalofficestosecurelytransmitpatientclaims electronicallytoinsurancecarriersovertheinternet. Totakeadvantageofthisservice,dentistsneedtoregister withCSItoobtainandinstallanauthenticatedDigital Certificate.ToregisterwithCSIvisittheirwebsiteat www.continovation.com/certsorcontactthemat1866788 1212. OfficesmusthaveanInternetconnectionandasa minimum,MicrosoftInternetExplorerversion6.0or NetscapeNavigatorversion7.1.Formoreinformation pleaseconsultwithyourITconsultant.
ITRANS Communication Agent InstallationThisprocedureshouldbeperformedonyourServer computerandonlyafterinstallingABELDent.1 2
Fromyourserverexitallapplications. InserttheABELDentCDROMdiskintoyourCDROM drive. ClickNavigateCDExtras. DoubleclickAddOnsfolder. DoubleclickICAfolder. DoubleclickSetupItrans.exe. Theinstallationwizardwillopen,clickOKonU.S. English. ClickOKtobegininstallationandintegrationof ITRANSsoftware.
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ShutdownandrebootservertolaunchtheITRANS CommunicationAgentwhichwillappearinyour systemtrayatthebottomrightcornerofyourscreen.
ABELDent Insurance Carrier File SetupThisprocedureshouldbeperformedonyourServer computeronly.1 2 Forcurrentupdatesto theInsuranceCarriers nowsupportedby ITRANS,goto www.abeldent.comand navigatetoABELDent> Support>Downloads, todownloadanupdated ica.inifile. 3 4
OpenABELDent. ChooseInsurancefromthemainmenu. SelectCarriersfromthelist. SelecteachInsuranceCarrier,thatyouwishtosend claimsusingITRANS,andchangetheEDINetwork settingtoICAITRANS. ClickOKtosaveyourchanges. TheinstallationandconfigurationoftheITRANS featureisnowcomplete.Thetransmissionofinsurance claimsthroughyourInternetconnectionmay commenceonceyourdigitalcertificateIDhasbeen implementedbyCSI.
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Configuring Windows XP Style DisplayBeginningwithABELDent8P03,ABELDentnowreflects appearancefeaturesenabledintheWindowsdisplay propertieswhensettoWindowsXPstyle.Supportfor visualfeaturesisdeterminedbyyourWindowsoperating system. To Enable Windows XP Style: Thisprocedureshouldbeperformedoneachcomputeryou wishtoenableWindowsXPStyle.1 2
Exitfromallapplications. ClickStart,ControlPanel,Display.A B E L D e n t U se r s G u i d e - Vol u m e 1 - G e tt i ng S t a r t e d
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I ns t a l l i n g I T R A N S
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ClicktheAppearancetab. SelectWindowsandbuttonsoptionWindowsXPStyle. ClickApply,clickOK. ThisWindowsdisplayoptionisnotavailableon computersrunningtheVistaorWindows2008Server operatingsystems. ComputersrunningWindows2003musthavethe ThemesServiceenabledinorderfortheWindowsXP Styleoptiontobeavailable.Toenablethemeson yourWindows2003computerfollowthesteps below. To Enable Windows Themes:
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Exitfromallapplications. ClickStart,ControlPanel,AdministrativeTools, Services. RightclicktheServicelabeledThemes,select Properties. SettheStartuptypetoAutomatic. ClickApply. StarttheServicebyclickingtheStartbutton. ClickOK. ClosetheServiceswindow. ReturntothestepsabovetoenableWindowsXPStyle onthecomputer.
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Updating ACDQ-CDA Common Communication Driver Initialization fileIfyouwishtosubmitinsuranceclaimstoDentaide,the ACDQCDACommonCommunicationDriverinitialization file(CCD.ini)mustbesettodialDentaideusingaDatapac telephonenumber. To update the CCD.ini file on your Server:1
ClickStart,Programs,ABELDentAdministration, CCD.ini. Approximately14linesdownfromthetopisalinethat reads: $localDatapac=5555555555where5555555555 reflectsthedialuptelephonenumber.Thistelephone numbermustreflectyourlocalDatapacnumber.Refer toyourlocaltelephonebookunderDatapacforthe Datapacnumbersavailableinyourarea.Ensurethe telephonenumberreflectedin$localDatapac=555555 5555correspondstooneoftheDatapacnumberslisted inyourlocaltelephonebook.
2 Ifyourequireassistance updatingtheACDA CDACommon CommunicationDriver initializationfilefor Dentaide,pleasecall DentalSoftware Support.
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ClickFileSave>File>Exit. Shutdownandrebootyourservertoenablethe changes.
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U p d a t i n g A C D Q - C D A C o m m on C o m m un i c a t i on D r i ve r I n i ti a l iz a t i o n f i l e
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Chapter 2 Setting Security and Adding UsersThischaptershowsyouhowtoselectthesecuritymethod, createandassignrolesandadduserstoABELDent. Hereswhatyoullfind: Introduction AccessingtheAuthorizationManager SettingtheSecurityMode UnderstandingAccessPrivileges CreatingandManagingRoles CreatingandManagingMembers StartingABELDent
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In t ro d u c ti o n
IntroductionTheAuthorizationManagerisusedtoselectthesecuritymodein whichABELDentwilloperate,definerolesandaddthestaff memberswhowillbeworkinginthesystem. Oncemembershavebeenadded,youcanassignthemaccessto thoseareasinABELDenttheyneedtodotheirjobs,andalso blockthoseareastowhichtheydonotneedaccess.orarenot authorizedtoview. Therearefourbasicstepstofollowwhensettingsecurity andaccessforstaffmembers: Step1AccesstheAuthorizationManager Step2SelecttheSecurityMode Step3Createrolesforgroupsofstaffmembers Step4Addstaffandassignaccessprivileges.
Onlystaffmemberswho areresponsibleforsetting upandmaintaining ABELDentusersshould haveknowledgeofand accesstothe AuthorizationManager
Accessing the Authorization Manager1
DoubleclicktheABELDentAdminGroupicononthe desktop. TheABELDentAdminGroupwindowopens.
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2
DoubleclicktheAuthorizationManagericon.The AuthorizationManagerlogonscreenopens.
3 4
IntheUserNamefield,typeadmin. LeavethePasswordfieldblank(fornow)andclickOK. TheABELSoftAuthorizationManagerdialogappears.
5
OnceyouveaccessedtheAuthorizationManager,you shouldimmediatelyassignapasswordtotheAdmin loginname.Makesurethispasswordiskeptinasecure place,asitcannotberetrieved,ifforgotten.SeeAdda Member onpage 41forinstructionsonsettinga password.A B E L D e n t Us e r s G u id e - Vol u m e 1 - G e tt i ng S t a r t e d
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S ett i ng t h e S e cu ri ty M o d e
Setting the Security ModeSecurityisanimportantconcerntoourclients.Toaddress thisconcern,weoffercustomersachoiceofthreesecurity modesinwhichtheycanoperateABELDent. WindowsSecurity(onlyavailablewithSQLdatabases) usesyournormalWindowsUserIDandpassword.If youchoosethissecuritymethodyoumustmakesureall WindowsusersinyourpracticeareassignedaWindows UserIDandPassword. ABELSecurityrequireseverystaffmemberthatuses ABELDenttobeassignedanABELDentloginnameand password.WhenauserlogsontoABELDent,theywill bepromptedtoentertheirassignedloginnameand password.SeeCreatingandManagingMemberson page 41. NoSecurityallowsanyonetologontoABELDentand accessallareas,exceptfortheMedicationstab. To Select a Security Mode:1
OntheABELSoftAuthorizationManagerwindow,click theSecurityModebutton. TheSecuritywindowappears.
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Clicktheradiobuttonbesidethesecuritymodeyou wanttoselectandthenclickOK.
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Understanding Access PrivilegesAccesstoABELDentsfunctionscanbegrantedordenied torolesanduserswhentheyareaddedtothesystem.Some roles,suchasDentists,canbegrantedaccesstoall functionality,whileotherswillbegivenlimitedaccess. Thetablesbelowliststheprivilegesthatcanbeassigned, alongwithadescriptionofwhattheuserisabletodoif assignedtheprivilege.Category Reports System Configuration SubCategory If you assign this privilege Reports Update Provider Information Update Bank Information System Setup Users will be able to Generate a wide-variety of ABELDent reports. Add, edit and delete Providers.
Add, edit and delete bank account information. Add and edit the following: General options: Business information, including your businesss name and address. Options: Insurance and payment information. Printers: Printing options in regards to the receipts and statements. Local: The printing formats to use when printing your ABELDent forms. Alternate Language: Enter the French translation for the messages entered in English on the Printers tab .
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U nd e r s t a n d i ng A cc e s s Pr i vi l e g e s
Category
SubCategory
If you assign this privilege Scheduler Setup
Users will be able to Customize how your appointments will be displayed within ABELDent. This includes specifying the colours to use, the number of columns, the providers, appointment states and reserved time.
Administrative Functions
General
Change Accounting Date (Simple) Change Accounting Date (Advanced)
Change accounting date 1 to 3 days forward from the current date. Change accounting date to any date. View recall contacts Generate recall contacts
Contacts
Check Recall Contacts Generate
Advanced Utilities
Silent Update
Update totals on the Accounts Receivable Summary of the Cash Summary report and carry totals forward. Create a new Master Fee Schedule or a Special Fee Schedule with fees adjusted to a specific percentage. Purge old appointments and old contacts. Change patient treatment plans, Dentist ID and Hygienist ID Set Providers in Records and fill insurance transactions.
Change Fees
Purge Process Patient File Process Transaction File
Financial Transactions Modify/Delete Transactions Not for Today Edit and delete financial transactions that were recorded on any day, but today.
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Category
SubCategory
If you assign this privilege Modify/Delete Transactions for Today
Users will be able to Edit and delete financial transactions that were recorded today.
Restorative Charting Exams Add a New Exam Close/Re-Open an Exam Certify an Exam Edit a Transaction from an Exam Bill a Transaction from an Exam Delete a Transaction From an Exam Add Exam Notes for an Exam Add a Clinical Form for an Exam Treatment Plans Add a New Plan Activate a Plan Deactivate a Plan Delete a Plan Perio Charting Maintain Perio Exam Open a perio exam and record observations. Add a new treatment plan Activate a treatment plan Deactivate a treatment plan Delete a treatment plan Add a new Chart exam. Close and re-open chart exams. Certify a chart exam Edit a procedure, condition or note transaction in a Chart exam. Bill a transaction from a Chart exam. Delete a transaction procedure, condition or note transaction in a Chart exam Add an exam note to a Chart exam. Add a clinical form to a Chart exam.
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U nd e r s t a n d i ng A cc e s s Pr i vi l e g e s
Category
SubCategory
If you assign this privilege
Users will be able to
Appointments Delete Appointments Delete an appointment for a patient.
Medications Maintain Medications Access the Medications tab and create a new prescription and edit, save, print and discontinue an existing prescription.
Patient Notes Add Patient Note Edit Patient Note Delete Patient Note Documents Delete Document Imaging Delete Images Personal Tab Add Patient Edit Patient Add Family Member Edit Family member Referrals Add a new patient to ABELDent from the Personal tab. Edit a patient record Add a family member to a patients record. Edit a family member on a patients record. Delete images from a patients Imaging tab. Delete a document from a patients Documents tab. Access a patients Notes tab and add a new note. Edit a note Delete a note
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Category
SubCategory
If you assign this privilege Add Referrals
Users will be able to Add the following referral types: Outbound Professional. Inbound Professional, Patient and Other. Edit all referral types. Delete all referral types
Edit Referrals Delete Referrals
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C r e a ti n g a n d M a n a g in g Ro le s
Creating and Managing RolesAroleisagroupofstaffmembersthatgenerallysharethe sameprivilegesandoftenthesamejobdescription.Roles aregrantedaccessprivilegestoABELDentfunctionsthat arethenappliedtoallmembersassignedtotherole. Forexample,aDentistrolemaybeassignedcomplete accesstoallareasofABELDent.AllotherDentiststhatare subsequentlyassignedtotherolewillbegiventhesame access. OtherexamplesofrolesyoumaywanttocreateareOffice Manager,HygieneandAssistant.
Create a New Role1
OntheABELSoftAuthorizationManagerwindow,click theRolestab. ClicktheNewRolebutton. TheRoleInformationwindowappears.
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IntheRoleNamefield,typeauniquenameforthe role.Forexample,Dentist,DentalAssistants,Office Manager,receptionist,etc.
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4
IntheAssociationlistbox,clickthedropdownarrow buttonandselecttheproviderthatisassociatedwith theroleyouhavecreated.Iftheroleisnotassociated withaprovider,suchasFrontDeskorAssistant,leave thisareablank. IntheDescriptionfield,typeasummaryoftheaccess privilegestobeassignedtotherole.Forexample, ifaddinganOfficeManagerrole,youmightenter AdministrativeandFinancialTransactionsOnly. ClickOK. Therolenowappearsinthelistasshowninthe examplebelow.
5
6
Thenextstepistogranttheroleaccessprivilegesto allorsomepartsofABELDent. Forexample,youwouldprobablygiveanOffice ManageraccessprivilegestoallpartsofABELDent,but theFrontDeskrolewouldberestrictedto administrativefunctionsandfinancialtransactions only.
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C r e a ti n g a n d M a n a g in g Ro le s
7
IntheareatotherightoftheRolestab,dothe following: a. ClicktheExpandAllCategoriesbuttonto displaytheCategoryTree.
ThetreeliststheABELDentfunctionsthatarolecanbe givenaccesstounderthefollowingcategories: Reports ,SystemConfiguration AdministrativeFunctions ,FinancialTransactions RestorativeCharting, PerioCharting Appointments Medications PatientNotes Documents, Imaging PersonalTab Referrals SeeUnderstandingAccessPrivilegesonpage 31fora detaileddescription.Version 9.2.2 - June 24, 2009
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b.Eachcategoryinthetreecontainsoneormore ABELDentprivilegeswhichyoucanselectand assigntotherole.Toviewtheprivilegesinthe category,usethe and orcollapsethetree. buttonstoexpand
Ifacategorysprivileges haveallbeenassigned,it willdisplayacheckmark ;ifacategoryhas beenassignedsome privileges,itwillappear grey ;and,ifthe categoryhasno privilegesassigned,it willappearblankor white .
c.ClickAlltoselectallcategoriesandprivileges. d.Movethroughthelistandclickthecheckbox besidethecategoriesandfunctionsyouDO NOTwanttheroletobeabletoaccess. Tograntaccesstoallcategoriesandfunctions, clickthecheckboxbesideALL. Toselectallfunctionsinacategory,clickthecheck boxbesidetheCategoryheading.Forexample,if youclickthecheckboxbesideRestorativeCharting andthenExams,alloftheexaminationfunctions willbeselected. Todeselectacategory,simplyclickthecheckbox toremovethecheckmark.
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C r e a ti n g a n d M a n a g in g Ro le s
Editing a Role1
OntheABELSoftAuthorizationManagerwindow,click theRolestab. Clickontheroleyouwanttoedit. Tochangetherolesnameordescription,clicktheEdit button. Tochangetheprivilegesassignedtotherole,move throughthecategorytreeandselectordeselectthe applicablecategories.
2 3
4
Delete a Role1
OntheABELSoftAuthorizationManagerwindow,click theRolestab. Clickontheroleyouwanttodelete. ClicktheDeleteRolebutton. Amessagewillappear,statingAreyousureyouwant todeletethefollowingrole?
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ClickYestodelete,orCanceltoexit. IfyouchoseYes,theroleisdeletedfromthelist.
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Creating and Managing MembersAmemberisanindividualonyourstaffwhowillbeableto accessandworkwithintheABELDentprogram.Members areaddedoneatatimeandaregivenaLoginnameand passwordthatallowsthemtologontotheprogram. Inaddition: SecurityinABELDentisensuredbyassigningmembers accessprivilegestoonlythoseABELDentfunctionsthey needtoperformtheirjob.Theseprivilegeswilldiffer dependingonthemember. Memberscanbeassignedtoaroleandwillbegranted thesameaccessprivilegesthathavebeendefinedforthe role. Memberscanbeassignedtheirownaccessprivileges thattakeprecedenceoverthoseintheroletowhich theyvebeenassigned. OncemembershavebeenaddedtoABELDentthey cannotbedeleted,buttheycanbemadeinactiveeither permanently,orforatemporaryperiodoftime(and thenreactivated).
Add a MemberAdministrators,oruserswithAdministratorprivileges, canaddstaffmemberstoABELDentoneatatimeand assignthemauniqueloginnameandatemporary password. OnceamemberhasbeenaddedtoABELDent,youshould requesttheylogonandchangethetemporarypassword assignedtothem. To add a member:1
OntheABELSoftAuthorizationManagerwindow,click theMemberstab.
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C r e a ti n g a n d M a n a g in g M e m b e r s
2
ClicktheNewMemberbutton. TheMemberinformationdialogboxappears.
IMPORTANT:Make suretheAdministrator passwordiskept confidentialtoprevent unauthorizedindividuals fromchangingroles, membersorpassword information.
3
IntheLoginfieldtypeanidentifierthatuniquely identifiesthemember. Youcanuseanycombinationofthemembersname, initialsortitle.Forexample,youcouldassignDr. WilsonPickettaloginnameusinghistitleandinitials DWP,orhisfirstinitialandlastname,wpickett.
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4
IntheFirstandLastNamefields,typethemembers fullname. Thenextstepistoselectthememberasthedefault ClinicalProvider,butonlyiftheyareatreatment providerwhoisabletobillpatients.Nontreatment providerssuchasassistants,orfrontdeskstaffare neveraddedasproviders. AllTreatmentprovidersmustbeassignedasClinical Providersinordertobeabletoaccessthevarious ABELDentfunctions.
Alltreatmentproviders whocanbillpatients mustfirstbeaddedtothe systemasaProvider, beforetheirnamewill appearinthelistof ClinicalProviders.See Providersonpage 125 ofChapter4 Setting UpABELDent.
5
IntheClinicalProviderslistbox,clicktheblankbox besidethemembersProvidernametoinsertacheck mark.Noticethatthenameisnowshowninthe DefaultProviderbox. InthePasswordfield,typeatemporarypasswordfor themember. IntheConfirmPasswordfield,reenterthepassword. ClicktheSavebutton.
6
7 8
Assigning a Member to a RoleAroleisagroupofstaffmembersthatgenerallysharethe sameprivilegesandoftenthesamejobdescription.See CreatingandManagingRolesonpage 36foradetailed description. Keepinmind,though,anyaccessprivilegesassignedtoan individualmemberwilloverridethoseassignedbythe role. To Assign a Member to a Role:1
OntheABELSoftAuthorizationManagerwindow,click theRolestab.
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2
Clickthe buttonnexttotheRoletowhichyouare goingtoaddamember. AlistofABELDentmembersappears.
3
Clickthecheckboxnexttothememberyouare assigningtotherole. Clickthe buttontocollapsethelistofmembers.
4 5 6
ClicktheClosebutton. Tounassignamembertoarole,repeattheabove instructions,exceptclickthecheckmarknexttothe membertoremovethecheckmark.
Assigning Privileges to a Member Regardless of RoleMemberscanbeassignedaccessprivilegesoverandabove thosecontainedintheroletowhichhavebeenassigned. Memberprivilegeswilltakeprecedenceoveranyrole definedones.Forexample,ifamemberhasbeengranted accessprivilegestoPatientNotes,buttheirroledenies themaccess,themembersaccessprivilegetakes precedence. To Assign Access Privileges to a Member:1
OntheABELSoftAuthorizationManagerwindow,click onthemembertowhomyouwanttoassignaccess privileges.
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2
InthePrivilegesarea,ontherightsideoftheRoles tab,selecttheprivilegesyouwanttoassigntothe member. SeeCreateaNewRoleonpage 36forstepbystep instructions,andUnderstandingAccessPrivileges onpage 31foradetaileddescriptionofprivileges.
Removing Access Privileges for a MemberIfyouremoveanaccessprivilegeforamemberassignedto arole,aClearPrivilegeOverridesbuttonwillappearin redatthetopoftheAuthorizationManagerwindowas shownintheexamplebelow
Thisnotifiesyouthatoneormoreaccessprivileges containedintherolehavebeenchanged,orremovedfor thismember.Toremovetheoverride,andreturntheaccess privilegetothemember,clicktheClearPrivilege Overridesbutton.
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C r e a ti n g a n d M a n a g in g M e m b e r s
Editing Member InformationTheremaybetimeswhenyoullwanttoeditamembers information.Forexample,youmaywanttohavethem changetheirpassword,ortoassociatethemwithanew provider. To Edit Member Information:1
OntheABELSoftAuthorizationManagerwindow,click theMemberstab. Clickonthememberwhoseinformationyouwantto edit. ClicktheEditbutton. TheMemberInformationdialogboxappears.
2
3
4
Movethroughthefieldsandmakethenecessary changes. ClicktheSavebutton.
5
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Activating and Inactivating MembersAdministratorscanactivateorinactivateamemberwithin ABELDent. Forexample,ifamemberisnolongeremployedbyyour practice,youmaywanttoinactivatethemsotheycanno longeraccesstheapplication.Or,ifthestaffmemberisoff onextendedleavefromthepractice,youcantemporarily inactivatethemandthenreactivatethemwhentheyreturn.Eachmemberaddedto ABELDentis automaticallyactivated.
To Inactivate a Member:1
MakesuretheMemberstabisselectedonthe ABELSoftAuthorizationManagerwindow.
2 3
Locatethememberyouwanttoinactivate ClickthecheckboxintheActivecolumntoremovethe checkmark. Thememberisremovedfromthelist. To Activate an Inactive Member:
1
ClickthecheckboxintheActivecolumnbesidethe membersnametoinsertacheckmark. Thememberisnowactivated.
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S t a rt i n g A BE LD e n t
Starting ABELDentOnceyouvesetthesecurityoptiontouse,andhaveadded membersandassignedthemroles,youcanstartABELDent usingeitherofthemethodsshownbelow.1
YoustartABELDentthesamewayyoustartyourother Windowsapplications: TheeasiestwayistolocatetheABELDenticonon yourdesktopanddoubleclickit. Alternatively,youcanclickStart>ALLPrograms> ABELDentGroup>ABELDent. TheAuthorizationManagerdialogboxappears.
2 3 4
TypetheUserNameyouvebeenassigned. TypeyourPassword. ClickOK AblankscreenwillappearcontainingtheABELDent menucommands.
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Chapter 3 Working in ABELDentThischapterintroducesyoutotheABELDentworkplace. Hereswhatyoullfind: Introduction AWordaboutWindows DisplaySettings ToolsPalette EnteringDates SearchingforTextorNumbersinLists ShortcutKeys
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I nt r od u c t i on
IntroductionThischaptershowsyouhowtonavigateandworkwithin ABELDent,includinghowtochoosecommands,enter informationintodialogboxes,selectpatientrecordtabs andenterdates,eithermanually,orfromapopup calendar. Asetofshortcutkeytablesarealsoincludedattheendof thischapter.Thetableslistthekeysyoucanusetoquickly selectcommandsandnavigatewithinABELDent.
A Word about WindowsBeforeyoubeginworkingwithABELDent,youshould understandthebasicsofMicrosoftWindows. LikeotherWindowbasedproducts,ABELDentpresentsan easytousegraphicalinterface.BecauseABELDent operatesintheWindowsenvironment,itusesthestandard Windowsrulesforselectingmenus,menucommandsand icons. IfyouarenewtotheWindowsenvironment,refertoyour Windowsmanual,ortakeafewminutestorunthetutorial includedwiththeWindowsprogram.
Display SettingsForbestviewingofallfields,onallABELDentscreens,we recommendthatyouAutohidetheTaskbarandsetthe DisplayPropertiesinControlPaneltoaminimumscreen resolutionof1024x768. To Hide the Taskbar:1 2
RightclicktheStartbutton,andthenclickProperties. OntheTaskbartab,clicktheAutohidethetaskbar checkbox.
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Totemporarilyredisplaythetaskbaratanytime,point yourmousetotheareaofyourscreenwherethe taskbarislocatedandthetaskbarwillbedisplayed. To Set the Display Properties:1 2 3
ClickStart, ClickControlPanel. DoubleclickDisplay,unlessyouareusingWindows VistainwhichcaseselectPersonalization. OntheSettingstab,underScreenresolution,dragthe sliderto1024x768,andthenclickApply. Whenpromptedtoapplythesettings,clickOK.\ Yourscreenwillturnblackforamoment.Onceyour screenresolutionchanges,youhave15secondsto confirmthechange.
4
5
6
Dooneofthefollowing: ClickYestoconfirmthechange. ClickNo. Donothingtoreverttoyourprevioussetting. ChecktheWindowsOnlineHelpformoredetailed instructionsonsettingyourdisplaysettings. Instructionsmayvarydependingontheoperating systemyouareusing.
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C h o o si n g M e n u s a n d C o m m a n d s
Choosing Menus and CommandsOnceyoustartABELDentyouusecommandsforalmost everytask. YouchoosecommandsinABELDentthesamewayyoudo inotherapplications,fromtheMenubar, popupmenuorbyenteringashortcutkey.
Choose a Menu and Select a Command from the Menu Bar1
Useyourmousetopointtoandclickonamenuonthe Menubar.
2
Clickonacommandtoselectitfromthepulldown menuthatappears.
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Right-Click and Choose a Command from a Pop-Up Menu1
Rightclickyourmouseonawindow,tabordialogbox containingthepopupmenufeature. Apopupmenuwillappearcontainingasetof commandsandcorrespondingshortcutkeys.
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C h o o si n g M e n u s a n d C o m m a n d s
Choose a Command Using Keyboard Shortcuts1
Presstheshortcutkeyorcombinationofkeysonyour keyboard.SeealsoShortcutKeysonpage 66.
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Tools PaletteYoucanusetheABELDentToolsPalettetoselect commonlyusedcommands.ThePaletteislocatedatthe topofthescreenandconsistsoffourdifferenttoolbars Standard,Scheduler,ApptTabandPatientRecord. Eachtoolbarcontainsasetoficonsrepresentingthe commandsthatareavailableforyoutoselect.Depending onwhereyouareworkinginABELDent,oneormoreofthe toolbarswillbeavailable. ThetoolbarsonthePalettearefloatingandcanbe movedtoanylocationonthescreen.Simplyclickonthe toolbaranddragittothenewlocation. Todeterminethepurposeofatoolbariconin ABELDent,positionyourmouseoverituntila descriptionappears.
Thereareadditional toolbarsspecificto chartingandimaging thatarenotshowninthis section.SeeCharting andImagingsectionsin Volume3ClinicalUser Guide.
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Too l s Pa l e tt e
Standard ToolbarThistoolbarisalwaysavailable,regardlessofyourlocation withintheABELDentapplication.
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Scheduler ToolbarThistoolbarisonlyavailablewhenworkinginScheduler.
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Too l s Pa l e tt e
Appt Tab ToolbarsOnlyavailablefromthepatientsApptsTab.Thefirstsetof iconsisactivatedwhenyouselectanappointment,the secondwhenyouselectacontact.
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Patient Record ToolbarOnlyavailablewhenyouareworkingwithinanyofthe patientrecordtabs,suchasPersonal,Treatment,Financial, etc.
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U s i n g t h e A t a G l a n c e Pan e l
Using the At a Glance PanelTheAtaGlancepanelcontainsavarietyofinformationfor theselectedpatientandisalwaysvisibleontherighthand sideofthescreen(exceptinScheduler).
A BTheinformationshown onthepanelis automaticallyrefreshed whenyouswitchtabson thepatientsrecord.
C D E
F
G H I
A ClickOKtoopenScheduler(ifalreadyopen),orthemainABELDentscreen,iftheSchedulerisnotopen.
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C Importanddisplayanimageofthepatient.SeeImagingsectionsinVolume3ClinicalUserGuide.
D Showsthepatientspersonalinformationincludingname,age,genderandlanguage.
E Displaysthepatientspersonalcontactinformation,thenameofthetheirdentist/hygienist,andanyupcoming regularorcontactrecallappointment. Inaddition: TheNoteareawilldisplayanynotes(inred)that wereenteredonthepatientsPersonaltabinthe ImportantNotesfield. IntheContactarea,thesystemcanshowuptothree phonenumbershome,workandmobilenumber. ThesenumbersareenteredonthepatientsPersonal Tab.SeeChapter1WorkingwithPatientRecords inVolume2PracticeManagementUserGuidefor details. IfeithertheMobilenumberofOthernumberis selectedastheBestcontactnumber,thatnumber willdisplayasthethirdnumber. WherenoBestphonenumberisspecifically flagged,andthereisaMobilenumberenteredfor thepatient,thentheMobilenumberwillbethe chosenasthethirdphonenumberdisplayedinthe AtAGlancepanel. WherenoBestphonenumberisflaggedand thereisanOtherphonenumberenteredforthe patient,thentheOthernumberwillbechosenas thethirdphonenumbertobedisplayedintheAt AGlance.
F Showsthecurrentaccountandinsurancebalances,alongwiththebalancesoutstandingat30,60and90 days.
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U s i n g t h e A t a G l a n c e Pan e l
G ShowsthenumberofLate,CancelledorMissedappointmentsforthepatientoverthepast18months. ABELMedhighlightsthenumberofappointmentsthat werecancelledwithoutnoticeagainstthetotalnumber cancelled.NotethefollowingintheCanc(w/o)field: Thetotalnumberofappointmentscancelledisshown beforethebracket. Thenumberofappointmentsthatwerecancelled withoutnoticeareshowninsidethebracket. Forexample,2(1)indicatesthatthereweretwo appointmentscancelled,andofthetwo,onewas cancelledwithoutnotice.
H DisplaysallthreenotecategoriesMedical(Med),Financial(Fin)andGeneral(Gen)fromthepatients Notestab..Eachtimeyouaddanoteandselecta category,itwillassignacolourcodedalertbasedon thenotesimportance,asshownintheexamplebelow.Notealertswillnotbe displayedimmediately ontheAtaGlancepanel. Youmusteitherexitthe patientsNotetaband return,orchangeto anotherpatientrecord beforetheywillshow. High Importance Normal Archive
Inaddition,iftheMedicateCond.and/orthe PremedicateflagsaresetonthepatientsPersonaltab, thenMedand/orPremedwillbeshowninredso youareawareoftheseconditions.
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I ClicktheAlwaysHidecheckboxtokeeptheAtaGlancepanelhiddenwhileworkinginABELDent. TotemporarilydisplaytheAtaGlancepanelforthe tabyoureworkingon,clickthe button.The panelwillbeactivatedonlyforthetabyouareon. ToremovetheAlwaysHideoptionandrestorethe AtaGlancepanel,clicktheboxtoremovethecheck mark. SincetheAtaGlancesettingisworkstationspecific,it canbeindependentlysetoneachcomputerinyour office.
Entering Dates in ABELDentDatesinABELDentcanbeenteredusinganyofthe followingformats: day/month/year(dd/mmm/yy) day/month/year(dd/mm/yy) Notethattheslashesarepresetanddonotneedtobe entered.Forexample,toenterFebruary22,2008,type eitherofthefollowing: 22/feb/08(dd/mmm/yy)or22/02/08(dd/mm/yy)
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S e a rc h i ng fo r Te x t o r N u m b e r s i n L i s t s
Searching for Text or Numbers in ListsYoucanusetheFindaStringoptiontoquicklysearchfor characters,word,phrasesornumberswithinlistsin ABELDent.Oncetheitemisfound,itwillbehighlightedso thatitiseasytorecognize. Thissearchfeatureiscurrentlyavailableinthefollowing locations: FinancialTab ApptsTab TreatmentTab ContactManager Forexample,tofindaspecifictreatmentserviceonthe Treatmenttab,youcouldenterthefirstfewdigitsofthe procedurecode(ortheentirecode,ifknown).ABELDent willthenfindandhighlightthetreatment. Anotherexampletoconsiderislookingforaspecificnote ontheAppointmentNotedialogbox.Youcouldsearchfor partofthetextofthenoteandABELDentwillhighlightthe noteinthelistwhenfound. To Search for a String:1
OnawindowordialogboxcontainingtheFindaString option,dooneofthefollowing: PressCTRLF. RightclickandchooseFindaString. TheSearchforStringdialogboxappears.
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2
IntheStringtoSearchForfield,typetheletter,words, phrasesornumbersthatyouwanttolocate. ClickOK. Onceamatchisfound,itwillbehighlightedinthelist.
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4
Tofindthenextoccurrenceoftheletter,wordorphrase ornumberinthelist,pressF3. Onceamatchisfound,ittoowillbehighlightedinthe list.Youcanrepeatthisasoftenasnecessarytolocate alloccurrencesofthesearchitem. Ifnootheroccurrencesarefound,amessagewill appear,statingNomoreoccurrencesof.
UsingF3tofindthenext occurrenceofaletter, wordornumberonly workswhensearching withintheApptsTab.
5
ClickOK.
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S h o r t c u t Key s
Shortcut KeysYoucanuseshortcutkeystoquicklyaccessfunctionsin Scheduler,andtheAppts,FinancialandTreatmenttabs Table 1: Appointment SchedulerActionAdd Appointment New Patient Appointment Edit Appointment Delete Appointment Cancel Appointment Tag Appointment Insert Appointment Reserve Time Advance Appointment State Change State of Appointment Bill Patient Update Patient Financial Status Patient History Show Patient Appointments Clinical Chart Imaging View Scheduler Goals Move to Date Go To Today Next Day/Previous Day Next Week/Previous Week
Keyboard ShortcutENTER E ENTER DEL C @ INS CTRL-R > V B U F H A L I G M HOME D (Next), S (Previous) W (Next, Q (Previous)
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Table 2: Appointment TabActionCancel Appointment Advance Appointment State Change Appointment State Group/Family Confirmation Jump to this Appointment Patient History Financial Status Update Patient Add Appointment Note View Appointment Notes Remaining Patients Unconfirmed Today Add Contact Find a String Search for a String Control F Next Occurrence
Keyboard ShortcutC > S G J H F U N V X A CTRL-F F3
Table 3: Treatment TabActionEdit Treatment Payments Forms Split Fee Adjustment Add/Edit
Keyboard ShortcutE P R S ENTER
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S h o r t c u t Key s
Table 4: FinancialActionFee Adjustment Payment Adjustment NSF Cheque Writeoff Modify Transaction Delete Transaction Unallocate Prepayment Attach/Update Note Insurance Information Submit to Insurance Insurance Retraction Receipt/Insurance Form Printing Transaction Detail Print Financial Status Payments Enter a Payment Update Patient
Keyboard ShortcutA C F W M DEL < N I S E R D T P Q U
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Chapter 4 Setting Up ABELDentThischaptershowsyouhowtosetupABELDentwitha varietyofoptionsandfunctionality. Hereswhatyoullfind: Introduction AccessingtheFileUpdateMenu AreasThatRequireSettingUp AppointmentSchedulerSetup Insurance Provider SystemSetup MasterFeeSchedule SpecialFeeSchedule ProviderChairScheduling Supercodes OpeningBalances MessageFile ReferringDentist CityCodes ClinicalNotes CDAnet PopularPrescriptions DocumentTypes CheckingSystemStatus
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I nt r od u c t i on
IntroductionItisimportantthateachpracticecarefullysetup ABELDenttogetthemostbenefitfromthesystem. Howthesystemissetupwillgreatlyinfluencethelevelof benefityourpracticegains,andthetimeneededtolearn andusethesystemefficiently. AlthoughanABELDenttrainerwillsetupsomeofthe systemoptionsforyou,youmustperformtheremaining setupfunctionsyourself. AllABELDentsetupfunctionsareaccessedfromthe FileUpdatemenu.
Accessing the File - Update Menu1
OntheFilemenu,clickUpdate. Thefollowingpulldownmenuwillappear.
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Areas that Require Setting UpThereareareasofABELDentthatmustbesetupbefore youcanadequatelyusetheprogram,andotherareasthat donotneedsettingup,atleastnotrightaway.Thetable below,andonthefollowingpages,describeseach ABELDentareaandindicateswhetherornotinitialsetupis mandatoryoroptional.ABELDent Area Insurance Plans Add and update patient Mandatory insurance plans. See Adding Insurance Plans on page 80. Add and update the insurance Optional carriers used by your patients. ABELDent ships with See Adding Insurance pre-loaded carriers, Carriers on page 106. but you have the option to add more on an as needed basis. Add the percentages that an insurance plan will cover for certain procedure codes, or groups of codes. See Entering Detailed Coverage Information on page 96. Add and update the procedure eligibility information required for Quebecs RAMQ plans. See Modifying Procedure Eligibility on page 117 Add and update special insurance plan forms. See Adding a Special Form on page 118 Optional May be difficult to obtain due to privacy laws. Optional Quebec only Description Mandatory /Optional
Companies/ Carriers
Detailed Coverage
Eligibility
Forms
Mandatory in some provinces or specialties, but optional in most others.
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Are as th at Req u i re S ett i n g Up
ABELDent Area Provider Information
Description
Mandatory /Optional
Add the providers in your practice to the ABELDent system. See Adding Providers on page 125.
Mandatory
Bank Information
Add the bank accounts to Mandatory which deposits are made by your practice. You can specify the practice bank account, or the individual bank accounts held by each provider. See Adding Bank Account Information on page 132. Enter a dentists license number, group number and alternate name that are required to appear on the Standard Dental Claim form, or any non-standard special forms that have been created. See Adding Forms on page 118. Mandatory in some provinces (e.g. B.C.), optional in most others.
Form Information
Scheduler Setup Specify a wide variety of options that customize the appearance and functionality of your appointment scheduler. See Appointment Scheduler Setup on page 166. System Setup Enter ABELDent system defaults and general information on your practice. See System Setup on page 150.
Mandatory
Mandatory
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ABELDent Area Master Fee Schedule
Description Update the master list of procedure codes and billing rules in ABELDent. See Master Fee Schedule on page 189. Create "specialist" fee guides each with its own unique set of procedure codes and corresponding fees. See Special Fee Schedules on page 206 Specify the procedures and other information you will need if your practice uses provider chair scheduling. See Provider Chair Scheduling on page 215. Set up the supercodes you will be using in ABELDent as shortcuts for billing procedure codes. See Supercodes on page 219. Enter your patients opening balances into the ABELDent system. See Opening Balances on page 224
Mandatory /Optional N/A Fee Schedule is preloaded in ABELDent. Some updating may be required after initial setup. N/A Special Fees are preloaded in ABELDent. Some updating may be required after initial setup. Optional
Special Fee Schedule
Provider Chair Scheduling
Supercodes
Mandatory if you want to discount fees right away. Otherwise, these codes are optional. Optional Usually converted from patients existing system by ABELDent staff; however, you can run down the A/R balances in your previous system, rather than enter opening balances.
Opening Balance
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Are as th at Req u i re S ett i n g Up
ABELDent Area Message File
Description Create and store standardized messages in a message file for use within the system. Instead of typing lengthy explanations, you can simply type the applicable message ID. See CDAnet on page 252
Mandatory /Optional Optional Not necessary when setting up system, but beneficial later on.
Referring Dentists
Enter the dentists who refer Optional patients to your practice. See These can be added Referring Dentists on during setup, or on an page 235 as needed basis. Enter cities into the system as Optional well as the area codes and Cities that are not postal codes. See City already in the city file Codes on page 239. can be added from the patients Personal tab. Create pre-defined category based lists of notes from which clinical Exam Notes and Procedure Notes are created. The purpose of the notes is to replace the need to enter chart notes by hand on paper. See Clinical Notes on page 242 Optional Notes can always be added while charting; however, creating pre-defined notes is highly recommended, especially if the office will be going "paperless".
City Codes
Clinical Notes
CDAnet Network Information Set up your practice to use CDAnet to send patients claim forms directly to the insurance carrier electronically via the ITRANS claim service. See CDAnet on page 252 Mandatory if using ITRANS to electronically transmit claims to insurance carriers.
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ABELDent Area Office Information
Description
Mandatory /Optional
Add additional office numbers Optional for those providers who are operating and submitting claims from multiple locations. See Specifying Office Number Information on page 262 Specify the print options for "pended" responses. See Specifying Pended Response Print Options on page 263 Create a list for each dentist of the popular medicines that they prescribe on a regular basis. See Popular Prescriptions List on page 274. Optional
Option Setup
Popular Prescriptions
Optional Allows dentists to quickly locate and select commonly prescribed drugs. Optional ABELDent ships with pre-loaded document types, but you have the option to add more on an as needed" basis.
Document Types Create different document types to group the documents you import and store in ABELDent into different categories.See Document Types on page 279.
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InsuranceYoucansetupinsuranceplans,carrierfiles,procedure eligibilityandspecialinsuranceformsforusein ABELDent.Abriefdescriptionofeachitemisshown below,followedbydetailedinstructionsforeachitemon thepagesthatfollow.
Insurance PlansInsuranceplansdefinethescopeofcoverageprovidedto thepatient.YoucanaddinsuranceplanstoABELDentand thenlinktheplanstopatientsontheirInsuranceTab.You mustalsolinktheplantoacarrierifyouwillbesending claimselectronically.SeeAddingInsurancePlanson page 80.
Insurance CarriersInsurancecarriersthatareknowntoofferdentalinsurance coveragearepreloadedintoABELDent.Whenadding insuranceplansyoucanlinktheplantotheapplicable Carrier.However,ifapatientscoverageiswithacarriernot includedinABELDent,youcanadditthesystem.The insurancecarrierfilecontainsalltheEDIinformation requiredforaclaimtobesubmittedelectronically.See AddingInsuranceCarriersonpage 106.
Procedure eligibilityCertainservicesprovidedbydentistsanddenturiststo QuebecresidentsarepaidbytheRegiedelassurance maldieduQuebec(RAMQ).Youcansetuptheeligibility rulesforaffectedpatients.SeeEnteringProcedure Eligibilityonpage 114.
Special Insurance FormsSomejurisdictionsrequirespecialinsuranceforms.Ifso, youcanaddandassociatethemwithindividualproviders andinsuranceplans.SeeAddingFormsonpage 118.
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Insurance AssignmentInsuranceassignmentallowsinsuredpatientstoauthorize theirdentalbenefitsplancarriertopayyourofficedirectly forcoveredservices.Itisthenyourresponsibilitytocollect anyremainingamountowedbythepatient. Ifyouchoosetotakeassignment,ABELDentwillkeep trackofamountsowedbythepatient,andbythepatients insurancecarrierseparately.Thisway,apatientwillonly bebilledforthoseamountsnotcoveredundertheir insurance.Manyofficesuseinsuranceassignmenttomake treatmentcostsmoreaffordableforpatientswhohave insurancecoverage. Toprovideyouwithflexibilityinmanagingassignment, ABELDentoffersthreelevelsofassignmentSystemlevel, InsurancePlanlevelandPatientlevel.1
Werecommendthatyou alwayschoose assignmentatthe insuranceplanlevel. Thisdoesntmeanyou havetotakeassignment, butifyoudecidetotake assignmentsforpatients youcandosowithout havingtoreturnandset uptheinsuranceplan assignment.
System:Usethislevelifyouplantotakeanytypeof assignment.Whenyouselectthisoption,ABELDent willcreateandtracktwoAccountReceivablesonefor insuranceandoneforpatients.Toactivate,selectthe AssignmentinSystemoptioninSystemSetup.See. Optionsonpage 155. InsurancePlan:Usethisleveltotakeassignmentsfor specificinsuranceplans.Toactivate,selecttheTake Assignmentoptionwhenaddingoreditinginsurance plans.SeeAddingInsurancePlansonpage 80. YoumustselectSystemlevelassignmentbeforeyou cantakeassignmentattheInsurancePlanlevel.
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Patient:Usethisleveltotakeassignmentsfor individualpatients.Toactivate,selecttheTake Assignment?optiononthepatientsInsurancetab whenassigningplanstothepatientsrecord.See Chapter4RecordingPatientInsuranceinVolume2 PracticeManagementGuide. YoumustselectbothSystemandInsurancelevels beforeyoucantakeassignmentatthepatientlevel,and trackpatientandinsuranceamountsseparately.AB E L D en t Us e r s Gu id e - Vo l u m e 1 - G ett i ng S t art e d
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What are the Billing Options?Ifyourofficedecidestotakeinsuranceassignment,you canbillusingeitherofthefollowingmethods: Billtheentirecostofaproceduretothepatients insurancecompany.Uponreceivingtheinsurance paymentportion(eitherthroughthemail,orfroman EOBreceivedviaEDItransmissionofthetreatmentcost (e.g.80%),youcanbillthepatientfortheremainder,or uninsuredportionofthecost.SeeChapter5 RecordingandBillingTreatmentinVolume2Practice ManagementGuide Billthepatientportionoftheprocedureimmediately andreceivetheinsuranceportionlater.Enterthe patientsinsuranceplancoverage(includingmaximums, deductibles,andpercentageofcoverageforPreventive, Basic,Major,andOrtho).ABELDentwillautomatically separatewhatthepatientowesfromwhattheinsurance iscovering,allowingthepatienttopaywhattheyowe immediately.SeeAddingInsurancePlansonpage 80.
Ifyouareentering insurancecoverage information,we recommendyoucreatea formforthepatienttofill outwhichwillmake acquiringthis informationeasier.
Should I Use Insurance Assignment?Whetherornottoacceptassignmentofbenefitsisa decisionthateachpracticeshouldmakeindividually. ABELDentsimplyprovidesfeaturesthatmakethe administrationofassignmenteasierforthoseofficesthat decidetousethem.Officesmaymakethedecisionto acceptassignmentbasedonsuchnoncomputerfactorsas: Practicesphilosophyonresponsibilityforpayment Marketingandcompetitivepressures Abilityofthestafftocollectfrompatients Economichealthofthepatientsinthepractice
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Insurance Assignment and CDAnetYourpracticecansubmitclaimselectronicallyusing CDAnetwhetherornotyouacceptinsuranceassignment foryourpatients.Theassignmentstatusofeachinsurance claimisautomaticallydeterminedfromyourdatawhen treatmentisentered,andsentwiththeelectronicclaim electronicallytotheinsurancecarrier.SeeChapter5 RecordingandBillingTreatmentinVolume2Practice ManagementGuide, Ifyouacceptassignment,paymentforclaimssubmitted usingCDAnetismostoftenmailedtothedentalpractice. Somecarriersmayoverrideassignmentanddirectthe chequetotheinsuranceplansubscriber. Ifyoudonotaccepttheassignment,paymentforclaims submittedusingCDAnetismailedtotheInsurancePlan Subscriberwiththesubscriber snameonthecheque.
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Adding Insurance PlansGroupandindividualdentalinsuranceplansoffera varietyofcoveragesthatdefinethescopeofprotection providedtotheinsured. Theseplansspecifythedentalservicesthatarecovered, andtheamountthatispayablebyboththeinsurer,andthe patientintheformofmaximums,deductiblesand percentageofcoverageforeachplan. YoucanaddinsuranceplanstoABELDentandthenlink theplanstopatientsontheirInsuranceTab.Insurance planscanbeenteredintothesystembyemployerorby insurancecompany.
Officescanchoosetouse acombinationofthetwo options.Forexample, youmightwanttoenter andtrackcoveragefora largeemployerinyour area,andbyinsurance companyforothers.
Enter by EmployerTheplancanbeenteredbythecompanynameforwhom thepatientworks.Thisallowsyoutoenterinsurance coveragedetailsforeachpatient. Forexample,ifseveralpatientsworkatDofasco,as managers,fulltimestaff,orparttimestaff,theycanbe enteredasDofascoM(theplannameformanagers), andDofascoF(forfulltimestaff ),andDofascoP(for parttimestaff ).Foreachoftheseplansyoucanenter theapplicabledeductibles,maximums,andthe percentageofcoverageforeachplan.
Ifyouplantousethe EnterbyEmployer methodthenyoumust updatethecoveragein ABELDenteachtimethe planchanges,otherwise, thepatientportionwill becalculatedincorrectly.
Enter by Insurance CompanyTheplancanbeenteredusin