Dolphin Management 6. a u. h r. e D oc. n Sec. t GPS

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1 Dolphin Managmnt 6 tint Databas Sc urity Full Pa hduling rd n Sc a w c a i s t h r C tmnt Squnc Planning Docto ol Fing nizr Tra Corrsp r-t im nt t To t Orga ondn n m t m r a u c Patin po D oc Com t GPS Tr R prh Opratory LightBar v i t nsiv rac Financial s Analysis Tools Int Dolphin Managmnt is a full-faturd orthodontic practic managmnt systm that nabls you to fficintly manag and organiz your practic flow, spcially if you hav high-volum, multipl locations and multipl practitionrs. With consistnt fatur upgrads and improvmnts, Dolphin Managmnt combins an asy-to-us intrfac with powrful faturs Pattrson Dntal Supply, Inc. All rights rsrvd.

2 Dolphin Managmnt 6 product faturs Choosing Dolphin Managmnt Entrpris Architctur. Dolphin Managmnt runs on th latst and most univrsal tchnologis availabl today. Built on a solid foundation of Microsoft s.net application dvlopmnt platform, and th ntrpris-class databas SQL Srvr, Dolphin Managmnt is capabl of scurly conncting data and imags from multipl offics with virtually unlimitd capacity and optimal prformanc for your practic. Faturs multipl monitor support. Flxibility. Dolphin Managmnt is installd with your practic s uniqu procsss in mind, allowing you to choos th options you want, rathr than having to accpt an off-th-shlf configuration. Customiz rports, tratmnt cards, schduling and mor. Dolphin is th only systm that allows this dgr of flxibility, so you r always in control. Dolphin Managmnt now intgrats with TAPI Intgrat Dolphin Managmnt with your phon systm via th nw TAPI (Tlphony Application Programming Intrfac) intgration. Onc configurd, Dolphin Managmnt rcognizs incoming phon numbr and opns th appropriat rcord, ithr patint, billing party or doctor, in a nw Incoming Call window. NOTE: To support this fatur, your phon systm must provid a TAPI drivr. Contact your phon systm providr for mor dtails. Supr Qustionnair. Works across Dolphin Imaging, Dolphin Managmnt, AnywhrDolphin and Dolphin Mobil. Faturs a distinct intrfac for staff and patint, so qustionnairs and forms can b shard with patints via AnywhrDolphin.com; you can thn accss with Dolphin Mobil on your ipad. Answrs can b mappd to th appropriat dmographic fild using th Mappd Filds fatur. Data is scurly stord in your Dolphin databas, and accssibl via Dolphin Lttrs, Patint Information, Patint Documnt History, Tratmnt Card, and othr rlvant scrns within Dolphin. Multipl-Offic Rmot Connctivity. Dolphin Managmnt runs smoothly undr thin-clint nvironmnts such as Microsoft Windows Trminal Srvics and Citrix MtaFram, nabling samlss multipl-offic accss with minimal computr hardwar invstmnt. No mattr how many locations you hav, Dolphin supports your practic with th sam outstanding prformanc. Run Dolphin Managmnt in th Cloud. Dolphin Cloud Sssions offrs th option to run all your Dolphin softwar without th nd of a physical srvr in your offic. Say goodby to costly fil srvr purchass and maintnanc fs. Automatic updats man you ll always run th latst Dolphin softwar. W vn prform th ncssary, rgular data backups for you. Cloud Sssions samlssly supports multipl offics. Intuitiv Graphical Usr Intrfac. All program functions can b asily accssd from th main graphic icon bar. All intrfacs conform to th convntions of Microsoft Windows, allowing usrs to asily navigat th program, whil minimizing training tim. Shar Corrspondnc via AnywhrDolphin using nw Scur Attachmnt option. Nw Scur option: d corrspondnc is accssd via AnywhrDolphin Only authorizd AnywhrDolphin usrs hav accss to this information Usrs rciv a custom mail from th practic with a scur link

3 Calndar Attachmnts. Enabl th nw icalndar attachmnt fatur to automatically snd an appointmnt confirmation mail with a calndar attachmnt. Training/Installation. W utiliz a structurd, dtaild procss to transition your practic into Dolphin. Our xprt tchnicians assist your Information Tchnology (IT) profssionals in proprly configuring ntwork and computr nds. W conduct in-dpth rmot pr-training with your ky staff and vrify convrtd data. Th implmntation procss thn continus with an intnsiv onsit sssion by a licnsd Dolphin trainr. Thn, a spcialist is assignd to assist your practic to nsur a samlss transition. Additional follow-up visits ar availabl. Existing Databas Convrsion. W faithfully translat your xisting practic data into Dolphin s data platform. This data convrsion procss includs full patint dmographics, rfrral information, schduling calndar (past and futur appointmnts ar prsrvd), patint financial data, insuranc dtails and tratmnt card ntris. Most systms undr UNIX, MS-DOS and Windows platforms can b convrtd. Dtaild documntation rgarding th convrsion of your xisting systm is availabl. Automatic Softwar Updats. Dolphin Managmnt updats ar dlivrd scurly and automatically via th Intrnt (broadband is rquird), so your offic will always b running th latst Dolphin softwar. Prfct Companion to Dolphin Imaging and Othr Industry Softwar. Dolphin Managmnt displays th patint s imag throughout th program. You can also dirctly accss th full st of th patint s photographic imags, radiographs and cphalomtric analyss (optional fatur). Dolphin Managmnt also supports intgration with industry-standard programs and srvics such as T.LINK, OrthoSsam, Tl-A-Patint, HousCalls, OrthoBanc, SurSmil, Vanco, ZACC, Emdon Insuranc Claims and Elctronic Statmnts, X-Charg, Dmand Forc, Gaidg and Practic Gnius, complting and conncting all your rcords and tchnology solutions. Srvic and Support: Dolphin Srvic Club. Mmbrs of th Dolphin Srvic Club rciv unlimitd tchnical support via phon, mail and liv chat. Our tchnicians know our products and undrstand your nds. W r also th only organization to offr liv support 24 hours a day, svn days a wk.* Othr advantags of th Dolphin Srvic Club includ accss to liv and archivd wbinars, automatic softwar updats, and mor. rvic Club *Offic hours: 5:00 a.m. to 6:00 p.m. Pacific Tim, Monday - Friday; mrgncy numbr availabl all othr hours. Bfor a Patint Visit... rvic Club Fingrprint Scurity. Dolphin intgrats th latst fingrprint biomtric tchnology throughout th systm, allowing dsignatd prsonnl to convnintly and scurly accss your practic s most snsitiv information and functions. Control functions such as patint account cration, financial modification or appointmnt schduling. Oprations prformd ar scurly and automatically loggd to allow rviw and xamination.you can also optionally nabl fingrprint scurity for mploy clock in/out, systm sign-on, appointmnt schduling, financial and tratmnt card functions. Location Basd Scurity. Optionally rstrict mploy accss to spcific locations. This provids highr scurity and accss control for multipl location practics or larg institutions. Shar Forms. Crat and shar Supr Qustionnairs such as Mdical History forms via AnywhrDolphin, allowing this information to b compltd prior to th patint s first visit. Or hav patints complt thir Mdical History form via Dolphin Mobil whn thy first arriv at th offic.

4 Dolphin Managmnt 6 product faturs Employ Tim Clock. A compltly intgratd mploy sign-in/sign-out modul that tracks mploy working hours. Spcializd customizd vnts track tim spnt on spcific mploys activitis, including Out of offic Making bank dposit, Movd from chair-sid to front dsk, and Bgan working in lab, tc. Patint Databas. Complt patint dmographic data is stord and organizd, including dtaild prsonal information, spcial kywords, unlimitd billing partis, mploy information, complx insuranc plans, flxibl contracts and paymnt plans, appointmnt history, rfrral tracking and tratmnt card ntris. Easily crat custom databas filds for itms lik school/camp information. Schduling. Patint appointmnts ar asily managd with custom tim incrmnts (2-minut to 60-minut), unlimitd chairs/columns and unlimitd offic locations. You can also dsign schdul tmplats for ach day and location, faturing color-codd appointmnt typs, doctor tim tracking, printing of appointmnt tickts and school xcuss, as wll as wk-at-a-glanc viws. Schduling also supports drag-and-drop flxibility! Soonr if Possibl. Soonr of Possibl function alrts you to appointmnts hoping for an arlir tim slot, displaying thm in a list that is sarchabl and sortabl by any critria. A Sarch and Rschdul option automatically loads all rlvant data for th appointmnt bing rschduld. Also, slct any opn Rsrvation and quickly find Soonr if Possibl appointmnts to fill th availabl tim slot. Schdul Sarch. Easily sarch your schdul for procdurs basd on doctor tim, location, day of th wk, morning/aftrnoons. Th sarch rsults ar automatically sortd by day and color codd to low, mdium and high patint loads. Appointmnt Rmindrs (SMS/ /Tlphon). Now you can asily snd appointmnt rmindrs to your patints via mail or SMS, or dlivr rmindrs prsonally with Phon Rmindrs. Dfin a prfrrd Appointmnt Rmindr Mthod for ach patint. You can also customiz th mssag to b snt for ach rmindr typ using spcific tokns on this scrn. During a Patint Visit... Patint Chck-in. Grt your patints with prsonalizd PowrPoint mssags, using imags, animation and graphics. Patints hav th option of signing in by fingrprint scan or by typing in thir nams. Patint GPS. This uniqu fatur allows you to accuratly monitor patint flow in th offic, including which and how many patints ar schduld, hav signd in, ar waiting, hav bn satd and hav compltd thir appointmnt. Early and lat arrival of patints is automatically indicatd, whil waiting tims, rmindrs and tim spnt on procdurs ar accuratly trackd. This is on grat tool for improving offic fficincy and productivity on a daily basis.

5 Elctronic Signatur. Tak on stp furthr toward a paprlss practic! Captur signaturs on th fly in ral tim, or sav capturd signaturs to your Dolphin program for asy, on-th-spot rtrival by any staff mmbr with rights. Dolphin Managmnt supports th Topaz Systms SignaturGm LCD lin modl family T-L462. Opratory Light Bar. A powrful tool for managing and optimizing opratory flow in a busy practic. Th Opratory Light Bar prcisly locats any patint, doctor or staff mmbr and displays th location of th patint, thir tratmnt status, whr th doctor is and should b going, and which staff prson is prforming what spcific procdurs. Imag courtsy of Intrlink Tratmnt Card. Efficintly and scurly rcord dtaild tratmnt visit activitis and tratmnt plans. Faturs includ touch-scrn and Microsoft XP Tablt PC compatibility, customizd color cards for diffrnt tratmnt typ/stags, multipl tratmnt card layouts, quick slction of commonly usd phrass for txt filds, prsonalizd band/lastic sizs, photographic and radiographic imags (whn usd with Dolphin Imaging ), quick mail and intgratd schduling. Quickly graph any column in Tratmnt Card, such as Oral Hygin or Coopration. Easily schdul multipl nxt-appointmnts dirctly from th Tratmnt Card. Enhancd Customizd Tooth Chart. Graphically ntr itms lik brackt typ with torqu information, arch wir sizs, lastics, powrchains, TADs and annotations in th Enhancd Tooth Chart. Of cours, it is customizabl by th practic. Tratmnt Planning Documntation. Customiz individual tratmnt plans for your patints. Pick from prdfind global tratmnt plans, or build a nw plan for ach patint. Tratmnt Plans includ squncing, numbr of visits, procdurs, months btwn visits, intrnal visit nots, tc. Easily viw tratmnt plans from th patint s tratmnt card. Plan progrss is displayd in Tratmnt Card, allowing you to quickly monitor th cours of ach patint s tratmnt. Car Calls. Quickly and asily schdul a Car Call for th patint to follow up. Car Calls can b schduld for any dat and ar viwabl by all staff and locations. Car Calls also nicly intgrat with Dolphin Mobil. Documnt Organizr. Combins virtually all communications for your practic into on scur lctronic fil cabint. Lttrs, mails, faxs, nots and forms can all b dirctly accssd from multipl locations, including associatd patint, billing party, rfrral and insuranc company rcords. Aftr a Patint Visit... Exam Qustionnair. Customizabl forms allow you to prpar comprhnsiv multipl-choic survys for us during initial-, progrss- and post-tratmnt patint xams. Layouts can b prsonalizd to rflct individual prfrncs. Easily slct with intgratd Tooth Pickr. Exam Qustionnair intgration with PowrPoint. Easily build patint-customizd PowrPoint Prsntations basd on th information ntrd in your Exam Qustionnairs.

6 Dolphin Managmnt 6 product faturs Rlationship Managr. Easily link and display all patints, doctors, non-patints and mploy rlationships for a patint. Rlationships can b st for patints, billing partis, profssionals and mploys. Crat rlationship groups for rlatd partis. For xampl, crat ABC Dntal Group and link all doctors that work at ABC Dntal Group. Patint Tracking. Analyz dtaild patint statistics basd on tratmnt stags from initial contact and first schduld appointmnt to compltion of tratmnt. Rviw and track history by procdur, appointmnts, and lttrs. Answr qustions such as, Who has had rcords takn, but has not yt startd tratmnt? Patint Ntwork Scrn. Easily viw and accss vryon in th patint s ntwork: Rlationships; all rlatd partis; mom, dad, sistrs, brothrs, aunts, uncls; tc. Rfrrals: All rfrral information Schools: Patints who attnd th sam school, sortd by ag Employrs: Othrs that work at th sam mployrs of any rlatd billing party Custom Filds: stup custom filds, lik hobbis, to track and show othr patints with th sam hobbis (w v mad som cool changs to Custom Filds to handl this bttr) Corrspondnc. Intgratd with Microsoft Word and th Dolphin Lttr Systm, you can utiliz powrful custom lttr tmplats to addrss patints, billing partis, rfrrals, profssionals, tc. Lttrs can b automatically quud from diffrnt oprations: schduling, tratmnt card, patint status changs, tc. Choos from a comprhnsiv library of lttrs, crtificats, postcards, labls and rports. Comprhnsiv Financials. Solidly dsignd, fild-provn faturs: Charg/paymnt procssing, collction tools, crat tratmnt/contract proposals, complx contracts, prcis adjustmnts, family statmnts and balancing work shts. Insightful financial rports that hlp discovr inappropriat financial activity. Complt and accurat nd-of-day and nd-ofmonth rporting. Intgrats with crdit managmnt and accounts rcivabl srvics, including Emdon Exprss Bill Elctronic Statmnts, OrthoBanc, and VANCO Srvics. Intgrats with X-Charg for automatic crdit card procssing. Insuranc. Complt tracking and managmnt of insuranc activitis. You can submit claims basd on xpctd bnfits, asily mak adjustmnts, rconcil and track balancs. It supports mployr/individual plans, batch/individual forms, printd and lctronic claims procssd through Emdon.

7 Archivd Financial Rports. Dolphin Managmnt automatically archivs in PDF format all standard nd-of-day and nd-of-months rports. Easily and scurly accss prior priod financial rports. All financial rports ar srializd for your protction. Rfrral Analysis. Flxibl, powrful tools hlp you xtract valuabl information rlating to patint rfrral sourcs basd on patints, practitionrs and billing partis. Crat dtaild rports and graphs basd on chargs, contracts and tratmnt typs. Answr qustions such as, Who rfrrd th most patints to us last yar? Patint Analysis. Accssd in th patint s Tratmnt Card, this fatur displays ky patint tratmnt information such as Visit Entry Count; Emrgncy Entry Count; Schduld Appointmnt Count; No Show Appointmnt Count; Canclld By Practic Count; Canclld by Patint Count; Lat Appointmnt Count; Patints Rfrrd In; Progrss Dat; Dband Dat; Total Schduld Hours; and Total Actual Hours. Practic Analysis. This powrful and intractiv fatur provids vital practic statistics: tratmnt starts, production, chargs, rcipts, adjustmnts, status changs, nw-patint-addd and accounts rcivabl. Easily drill down from a summary viw to itmizd transactions of individual accounts. Exams to Starts Analysis. Using this analysis, you can asily s how many nw patint xams you hav compltd and how many of thos hav rsultd in tratmnt starts. Light Bar and GPS Analysis Tool. Th nw LightBar Analysis calculats th amount of tim a patint was in ach LightBar status for appointmnts in a givn dat rang. Th GPS Analysis calculats th amount of tim a patint was in ach GPS Status in a givn dat rang. Filtring and grouping functions allow customizd micro-analysis, plus LightBar Analysis includs a nifty Exclud Lat Appts option which, whn slctd, will xclud from rsults thos appointmnts that wr lat by th spcifid numbr of minuts. Th GPS Analysis includs both an Exclud Early and Lat Appts option. Doctor Tim Analysis. This nw scrn displays Plannd Doctor vs. Avrag Doctor Tim, brokn down by Appointmnt Class or Typ. You can sarch by Appointmnt Typ, Class, Orthodontist and Location. Information is displayd in Schduling Tim Incrmnts, and handy drill-down accss taks you to th Appointmnt Dtail. Schdul SMS Txt Mssags. Snd customizd txt mssags for statuss and occasions such as Rcall, Nw Patint, Rtntion vn Birthdays. Any list gnratd via a rport or th Dolphin Intractiv Rport Tool can b snt a customizd txt. Us our intgratd Schduld Job Managr to schdul ths to b snt out on a spcific schdul. Schdul Statistics. Display ky schdul counts using with filtring by Dat Rang, Location, or Orthodontist. Group by Dat, Location, Orthodontist, Appt Typ or Class. Display counts by catgory such as Schduld, Add Ins, No Show, Canclld, Rschduld, Dismissd, Unknown, Entrd on Day, Canclld on Day, Rschduld on Day, Rschduld To Day.

8 Dolphin Managmnt 6 product faturs Standard Rports. Choos from a list of mor than 80 prdfind rports on financials, patint information, schduling, tratmnt card and labls. Exampls includ nd-of-day, rcipts, transactions, production and practic summaris. For multipl-location practics, rports can b cratd and assignd by location, allowing for location customization. Dolphin Intractiv Rport Tool. Th sam way Practic Analysis hlps you viw your practic, Intractiv Rport Tool collats all rport data in a frindly grid format that you can manipulat onscrn. Slct from ovr 500 data filds to crat your own custom sarchs and rports. Add filtrs, rarrang th columns, or chang th ordr of th filds to crat a whol nw viw of your data! Quickly drill down to individual patint information (it is intractiv!). Easily snd lttrs, print labls or print th nw customizd information. Comprhnsiv Doctor Databas. A comprhnsiv doctor databas allows you to track doctor; staff; contact history; rfrral history; and vn link to thir Facbook, Twittr and LinkdIn Pags! Dr. Ron Roncon Ms. Charln Whit Charln Whit s SOS, Systmatic Offic Solutions Th Charln Whit s SOS includs a statistical monitoring systm that quickly compars your practic numbrs to Charln s bnchmarks. Also, ffctiv scripting for your is a kystrok away, along with schduling tmplats prfct for any sizd practic, and a guid to implmnting an ffctiv rcall systm. A companion 60-minut DVD is part of this modul. Mr. Paul Zulk Roncon Moduls Zulk Financial Exprt Th Dolphin Roncon Moduls intgrat samlssly with Dolphin Managmnt to optimiz your daily practic workflow. Powrful tools includ Dr. Roncon s signatur Practic Monitor, Doctor Tim schduling, Procdur Timings Rport, xam qustionnair and lttrs, prsntation tmplats, tratmnt card tmplats and a comprhnsiv Diagnostic Chck List. Th Zulk Financial Exprt was dsignd spcifically for th Dolphin Managmnt systm and is a usful add-on modul for vry Dolphin practic. This modul hlps you fficintly manag financial dlinquncis, account collction, financial situations rquiring rviw, and othr rlatd tasks to allow a gratr insight to your practic prformanc and statistics. Minimum Srvr and Workstation Rquirmnts Srvr: Windows Vista Businss / Windows 7 (for 5 concurrnt usrs or lss) or Windows Srvr 2008 or highr, Microsoft SQL Srvr 2005 or highr, 30 GB spac availabl. Workstation: Windows Vista Businss / Windows 7 P4 2.0 Ghz or highr. 2 GB of RAM. Visit for dtaild Minimum Rquirmnt Spcifications Pattrson Dntal Supply, Inc. All rights rsrvd info@dolphinimaging.com (rv 04/15)