To answer your questions.... Q: Can we sequence the stops for our local pickups and deliveries?
A: Currently this feature is in the Local Driver app designed for smartphones but not in the traditional printed Pickup & Delivery lists. Our programmers are adding an option to sequence the local customer stops for the printed lists. Having the stops sequenced can be a big help for new drivers and if you want to establish the most efficient routes. This new feature will be available in the July 2021 release. Note that the smartphone app and the printed lists are both based on the same DQB customer and case records. Deliveries are based on the customer having a ship method marked as local and the case having a matching ship date and not being marked as already shipped. Pickups are based on having a pickup request entered in DQB, a request via DentalRx or the customer having the indicator to pick up every work day set on.
Q: How do we setup a local customer so that our driver stops to pick up every work day even if they have not submitted a request and do not have a delivery?
A: This feature was added in a recent release. Go to Basic Lists/Customers/Additional Information tab or to the Customer Center/Additional Information menu option. Select your customer. Be sure their Ship Method has been set to one of the local routes. Check on the indicator that says: Customer has requested pickups every work day. Q: What can be customized for the DentalRx web portal for our customers?
A: Already built into the DentalRx and DentalRx Direct settings, each lab can make these choices: Screen Color: The default color for the screen banners is a deep green. You can select a different color from the chart provided. Screen Font: The default screen font is Times New Roman. You can select a different font from the list provided. Screen Logo: In the upper left of the main entry screen for the prescription will be a spot to replace the default image with your logo. The logo can be up to 150 pixels high and 350 pixels wide. Business Hours: This is a text box for you to enter information about your business hours and availability. It will be placed next to the entry field for the requested return date. Digital Scans for Registered Labs: This provides for entry of the dental digital technology providers and registration identifications for those labs that have registered to received digital scans directly to their email or website. Minimum Workdays for Return: You can establish the minimum number of workdays needed for return of the case and enter a screen message to convey to the user the earliest return date that can be requested. The default number is 1. The DQB settings for holidays and Saturday/Sunday work scheduling will be used when determining workdays. Preferences: The default setting is to include the capability of creating, editing and viewing standing preferences for the doctor. You can choose to exclude this. Pickup Requests: The default setting is to include the capability of entering pickup requests. You can choose to exclude this. Selection of Case Items: The default setting is to enter case items by selecting from DQB standard procedures designated as available for DentalRx. You can choose to enter case items by selecting from DQB product groups designated as available for DentalRx. The product group names will establish categories such as Fixed, Removable, Orthodontic. Required Fields: The default setting will be to require all of the case-related fields. You can uncheck those not required. The case fields are Patient Name, Patient Age, Patient Sex, Shade, Tooth Number(s), Case Memo, Case Type, Case Item (minimum 1), Requested Return Date. Case Search Results: The search results will always include these fields: Case Number, Patient Name, Received Date, Requested Return Date, Case Status. You can choose to also include any of these fields: Patient Age, Patient Sex, Shade, Tooth Number(s), Case Memo, Case Type, Invoice Amount. There is also an app available that provides for customizing the prescription screen design by categories, similar to the way this has been done for preprinted prescriptions. If you choose DentalRx Custom, we can further customize to match your website and customer service goals. It is important to know that although DentalRx is web-based, each lab has their own database and choices.
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