Welcome everyone to the eServices demonstration for Open Dental Software's
eServices this will be a demonstration of all eServices included in our bundle
package. This includes the eServices that you show on the screen now:
Mobile Web, Patient Portal, Web Sched (which is broken down into Web Sched
Recall, Web Sched New Patient, and Web Sched ASAP), Integrated Texting
inside of Open Dental, as well as eConfirmations and eReminders. I'll be
going over a brief summary of each service and demonstrating each service
to the audience. Mobile Web is the office's ability to log in and see
the schedule. This is for users in the practice to see their schedule, their
patients, the pharmacies, as well as make and break appointments or move
appointments in the practice. Patient Portal is the office's ability to allow
patients to see their accounts, as well as previous treatment plan history, and
exchange Web Mail between the provider and the patient. This does allow you to
give them a username and password in order to access their account and do it
securely. Web Sched allows the office to automatically send recall notifications
to patients and schedule themselves for their recall or prophy appointments
based off of the operatories and the schedules you have assigned. Web Sched
also allows you to incorporate a clickable link on your website or send a
link to patients via email to schedule themselves for a new patient appointment.
This is strictly for new patients, this is not necessarily for patients who
already exist in the database. There is also Web Sched ASAP which will allow you
to select a time on the schedule and send an ASAP notification to patients
who would like to be seen sooner. They can then accept that time slot
and it will automatically move the appointment. Integrated Texting gives you
ability to send texts to patients and receive them from the patients all
within the practice management software. eConfirmations and eReminders
are automated reminders that you send to patients and
eConfirmation sent to patients in which they can reply. eReminders do not change
the status of the appointment but confirmations do change the status of
the appointment when they're sent as well as when the patient confirms the
appointment. Starting out with Mobile Web we're going to go ahead and visit this
window here. Every office has issued a unique URL in which we host for the
practice and from that URL you're able to log in via your mobile device or even
a web browser if we plug that into a web browser here you're seeing exactly what
you would see on your mobile device well log in with our user and here once we've
logged in we're able to see appointments patients pharmacies and operatories this
operatories view is where all of editing can happen on the schedule under
appointments if we make a selection it auto populates the day that you're
currently on and shows you all appointments on the schedule you'll
notice in this window this will reflect all appointments in chronological order
not by specific operatory you can then filter if you'd like by day as well as
by provider assigned to that specific appointment so if you select a different
day and click OK it then pulls up appointments for the
same day that you've chosen
selecting the appointment will give you appointment details you'll also have the
ability to click on the information button or contact button for the patient
and see patient details as well as patient contact information using our
drop-down here we'll go back home the patient's tab allows you to search in
your patients database by full or partial name I'll type in just a partial
name here and it returns all results that match your partial search from
there you can make a selection and again see patient details appointments
allergies prescription contact information as well as date of birth
going back to the home page here pharmacies allows you to see any
pharmacies entered in your database this is not a local search it does not pull
up any sort of like Google search for pharmacies but any pharmacies you do
have entered in your database will reflect with the address pharmacy phone
number and any notes you might have for that pharmacy under the operatories
column you'll see this reflects first all appointments on the schedule and up
towards the top though you're able to filter by operatory I'll go ahead and
make a selection here on hygiene 1 and you'll notice that is the only
appointment we have there for that day but if we make a selection on a
different day and select specific operatories
refreshing the page then reflects any appointments in that specific arbitrary
for any specific day users also have the ability of creating appointments so you
can click anywhere on the schedule it will then give you a list of times
available in that hour you've chosen we can then click on that timeframes select
a patient and selected a patient then brings us to the window to set the
status a confirmation status if need be a specific provider and hygienist a
specific time for the appointment a specific appointment type if necessary
and a note once scheduled we'll click Save and if we visit
one go to that day you'll notice there is our appointment right here
additionally if we head back to the home screen and go back to our operatories we
can actually view by clicking on an appointment we can using the arrow keys
move this appointment to a different time now we're selecting a different
time and that appointment has been moved
that appointment now will show the database as such as well next we
have a web sketch web scheduel allow the office to send again recall
notifications to patients for the recall appointment so that's what we'll do here
I'll select this specific patient and this has actually already been sent to
our recall patient here they were due as of the 1st of September 2017 they've
been sent an email and if we visit this patient's email address here this
patient has received this dental care reminder the patient will be able to
click on the email the language of the text or email that sent can be edited so
all of this is customizable with variable fields to populate the
patient's first name if you choose as well as the due date for the patient's
and contact information for the office the design of a web sched is to allow
patients to schedule themselves so it does include a clickable link in which
the patient visits and then selects a day and a time available on the schedule
for the office to schedule themselves so I'll make a selection on the 20th at 8
a.m. and I will click finalize appointment at that time and they'll be
requested to confirm they'll say yes and that appointments been booked and now
going into the appointments module we can see that appointment automatically
shows on the 20th and there's our recall appointment additionally it will show in
the audit trail that this patient scheduled online the next web sched
feature is web sched again based off of the operatories that you've selected to
be considered which is showing here this will show you the operatories and
schedules that are available if we click here you'll notice you can then mark is
web scheduler is a new patient and this is how it dictates which operatories are
considered now based off the clinic that we're using this database does have
clinics enabled so I have multiple links based off of multiple clinics that I
have if you have a one clinic or just this normal database then you would have
one link here there's the option to allow children and as well as verify
information so I'll go ahead and click this link here and this opens up what
would be revealed to the patient if you were to give this to your website
developer they could build it into a clickable link on their website as well
as build it into the iframe on a website as well they'll answer a question has
this patient been with us before clicking yes will indicate they need to
contact the practice if you click no it'll move them to the next question
as the patient 18 years older will say yes in this instance at that time
they'll be revealed the schedule and different days and times that they can
schedule themselves I'll select the 20th at 11:00 a.m. open dental will
always verify three pieces of information to try to determine whether
or not a patient has been scheduled or is existing in the database already
typically the first name last name and date of birth matching will not allow
the patient to schedule if they do happen to have a match or the same first
name last name matching but a different date of birth it will still allow them
to schedule because you could potentially have two patients same first
and last name but a different date of birth
however if their contact information is matching it will not allow them to
schedule the patient does have the ability to then put in a different
Wireless number if they so choose and once they are done there those click
schedule appointment it will indicate the appointment is booked here on the
20th you'll see our new pace appointment is already scheduled the
next feature for web sched is web sketch ASAP
that's your ability to send again a notification indicating that a patient
may have the opportunity to schedule an appointment sooner than what's already
laid out so if we look at the 17th 18th here I have a patient who's interested
to be seen ASAP and let's say on Monday for instance we have an opening on our
schedule we can right click and click text ASAP list this page reveals all
patients who have been added to the ASAP list and it allows us to select one or
more patients to send a text message or email to selecting text will allow you
to send a generic text message to the patient a manual text message however
this patient does not have a wireless number if your signup for the web sched
ASAP it actually sends a URL allowing them to switch their appointment time so
we'll go ahead and select my patient here and click send this will then allow
the patient to be sent an email because they do have an email entered your email
message template is here and it can be altered each time you send it out these
templates are also available to you in the settings window behind us if you
ever want to change those at this point we'll click send and our emails
to our patient closing that window we can go into our email setup for the
patient here's our dental appointment indicating that our patient Buster
there's an opening on the 16th at 10 a.m. at the specific clinic and again
incorporates a clickable link for them to visit that page a date they can
select and the time that's available they can select that time and accept or
decline in which it notifies the office so here we're going to go ahead and
accept this for the patient and it lets them know the appointment was
successfully moved we'll notice now on a 16th if we refresh this page our
appointment is now there for our patient cluster additionally it also removes the
patient from the ASAP list at that time
moving along we have integrated texting with open metal integrated texting and
your ability to actually select a patient and send a text message if I
select one or more patients it you'll only be able to send a text to one
patient at a time I will give the patient a number here actually let's go
and select myself or click text and once we send that text message I'll bring up
this Google Voice number here and you'll see I've received that message here and
I'll go ahead and reply and shortly thereafter you'll see in the database
there is a notification that pops up indicating there's one unread message
now you can visit the text message all received or sent if we folks in out of
the oil field will actually see that there is all sent and receive messages
that it corresponds with the patient that we sent it to we can filter in this
page by clicking current as well as showing only sent or received options
and clicking refresh here that allows us to filter by the patient in that
specific patient only as well as filtering by date range which we prefer
you can also then reply in this window and have consistent communication with
the patient if they happen to have questions or anything else moving along
zanny reminders again your ability to set up an automated schedule to send
reminders and text messages to patients for confirmations just really quickly
this window allows you to edit the templates of what's sent for the
confirmation as well as the reminders here my patient here has actually
received a confirmation text message
actually this appointment here has actually received a confirmation text
will notice bit disappointment has a status of a confirmation sent and we see
that also in the history here and if we visit our patients texts again we'll see
that we actually received an indication that we need to reply see to confirm so
I will reply see and shortly from here we will see that this patient can
confirm their appointment the status bubble has now changed to green which is
our indicator color that the appointment is now confirmed you'll see the text
message has been received in the database as well everything is calm
logged for the patient here and it also shows in the audit trail that the
patient confirms patients can also firm appointments via email they do have
to click on a link just like through the patient viewer web sketch links there
will actually visit Sally here if we go to our email account
we will see that Sally and John both have an appointment scheduled and we can
also see that our test patient that we originally scheduled for on the 17th is
there if we click that link
it gives the option to confirm or request call back if we click confirm
and click yes in the case of the patient the appointment is confirmed and we'll
notice here show the disappointment status changes the
other option request callback does not tell the patient that the appointment is
cancelled but simply the office has been notified when you click request callback
it does notify the office via the status change of the appointments that the
patient has requested a callback a requested contact under patient portal
we can grant patients access to view their account information online
I'll see that this patient here has been granted access online you can edit the
username and/or password for the patient if you so choose we're going to go ahead
and take this patient's information and log into patient portal here I've copied
the pate the username and I'm going to paste it in this field here the first
time the patient logs in they do have the option to change their username and
then submit at that time Mary login and they can see their
appointments account information any payments as well as any statements that
have been generated for them treatment planned information so previous
treatment plan procedures are completed procedures as well as future treatment
plan procedures secure webmail between the patient and the primary provider so
we were able to send secure messages and imaging to the patient if need be care
summary which is typically used by EHR and can be used to send a summary of
care to the patient or generate for another provider and images the office
does have the ability to share an image folder inside of open dental to the
patient portal inside the actual software here if we go to images we have
a patient portal folder here and with the little earth link behind which
indicates this is able to be viewed on patient portal so if I were to share an
image for the patient it would actually show it in the patient portal I don't
give an example of this here
now this patient has an image in their folder and if we were to view the
patient's image folder here inside of open dental we can now see that there is
an image here they can then download if they so choose what mail again typically
wouldn't be initiated by patients but the practice can send or initiate
webmail with the patient or the patient can initiate webmail with the office by
clicking compose they can send a webmail notification to the office and a king to
the patient that's been sent the primary provider is typically the only one who
has access to see the patient's information but we do have it activated
to calm log the information as well the office can also initiate webmail through
the feature here as well as attach any documents or imaging they choose
you
notice here they'll be sent an email notification to their normal gmail
account indicating that they have a secure web mail message waiting when the
patient initiate contact the Office is not notified with a pop-up but they do
have the ability under the primary providers sign-in to go to manage and
email and under the webmail tab can then see any webmail the patient has passed
her again we'll go back to the patient's patient portal and if i refresh we'll
see the patient's webmail message that was sent from the office to the patient
that concludes the eServices bundle if you have any questions about these e
services or would like to see further features please give our support line a
call at five oh three three six three five four three two or if you have any
questions about fees you can also go to open dental comm and search for support
fees
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