What are the best ways...?
During our support calls, we often are asked about the best ways to handle various activities in the lab. Here are some of our responses on two popular topics: The best ways to mark completions? You have a variety of choices when it comes to marking case items complete. These include: Scanning barcodes on work tickets offers very fast, accurate and virtually cheat proof entry. To do tihis you need one or more barcode scanners attached to one or more DQB users and a license for the DQB Barcoding Supplement. Tablet workflow app offers flexibility, mobility, low cost and touch technology. To do this you need one or more tablets such as IPads and Androids and corresponding licenses for the DQBT Tablet Workflow App. Keyboard entry in case entry/edit is part of the basic DQB software. Upcoming in the July release will be a new method that will offer greater speed and convenience. This will be to mark item completions by work center with an option to continue the schedule for the remainiing items in the case if not yet scheduled or when the completion is earlier or later than the scheduled date. When invoicing, you can simply respond yes to the choice to mark all items as completed. This is available for both single and batch invoicing and is typically used by those not performing detailed case tracking. Know this: Those who take a few seconds to mark case items complete are rewarded in many ways with better workflow, keeping their customers happy by completing work on time, being able to pinpoint and resolve issues quickly, making adjustments whenever needed.
The best ways to keep track of requests? There are a host of spots within DQB for note-taking. There are so many details going on in labs that it is best to record the request as quickly as possible so that it will be shown at the appropriate time and not forgotten. You can experiment with the choices and pick one or more that suit you best. Here are some of the choices: Customer Alerts can be entered in Basic Lists-Customers or in the Customer Center. These are shown at appropriate times such as entering a case or creating an invoice for the customer. You can set these to expire and not be shown after a specified date. Customer Activity Logs are typically classified by a topic and dates. You can establish standards for your topics to help pinpoint specific types of requests.
Case Communications with Alert Option are typically entered when the request is specific to a case. If you check the alert indicator, the message will be also be shown as a case alert.
Doctor Preferences can be specific to a work center or an item and are typically long-range standing requests. These are available during case entry, included on work tickets and in the Customer Center. Case Items corresponding to requested items such as prescription pads, boxes, product literature can be added to cases. You can setup a Product Group for these and review and/or print the requests in the Special Items option in the Cases menu. Action Required Messages are typically used when you are the one making a request specific to a case. These messages are included in your email notifications to the dental office. The program provides for follow-ups and reporting on these actions. Take note: Honoring requests accurately and on time is one of the most important tickets to achieving a reputation for excellent customer service. |