Patient Information / Case Tracking

The Patient Information window contains

• Demographic, Referral, and Insurance
• Recall and Case Tracking
• Prescriptions and initial Interviews
• Letters, and Images

PBS Endo Patient Information

• Quick Data Entry with Drop down boxes and custom lists for single-click data entry
• User Defined Chart Label, Mailing Label, Envelope, and Profile Sheet
• Duplicate Patient Entry Alert
• PreMed and Latex Allergy Alert
• Automatic suggestion for insurance coverage based on linked employers
• Track the Referring dentist separately from the General dentist
• Prescriptions printed and tracked
• Letters Printed, E-mailed, and Saved for your paperless office
• Copy and scan Images

Recall and Case Tracking



Case Tracking

PBS Endo tracks and reports on up to 10 cases for each patient automatically.

Case Tracking includes the Tooth #, Diagnosed date, Begun date, Completed date, Final Letter date, and Follow Up date.

Why is this feature so important?  At a glance, this window summarizes the cases and the outcomes for a patient.  You can provide this information to a referral, or simpy analyze this information in a report by referral to summarize the kinds of cases sent to you by a referral.  Of course, a variety of Referral Analysis reports allow you to review revenue and collections by referral with summary or detail information. All reports are available for any date range and for each endodontist in the practice.