I would like 3 New Patient List Reports. All three of these reports should use the Posted date in the Ledger of PerioVision rather than the Registration Date from tracking section of the patient info center General tab in PerioVision.
The 3 new patient reports are:
Total New Patients SEEN (Monthly Basis) for any reason or ADA code. I created this query in PerioVision's Reporting Feature called NOTEPAD already. It is completely correct as follows:
Select Patients where (Rtrim(LTRIM(current_date)) >= '02/01/2020') And (last_appt_date >= '2020-02-01 00:00:00') and exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '2020-02-01 00:00:00' and '2020-02-29 23:59:59.999' and audit.ada_no between '000120' and '009999') and not exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '1990-01-01 00:00:00' and '2020-01-31 23:59:59.999' and audit.ada_no between '000120' and '009999')
If anyone has any questions how I designed/built this query, they are more than welcome to call and ask me for help and I will guide them.
2. Comprehensive Exam New Patients SEEN (Monthly Basis) for 145 and 150 ADA codes ONLY. I created this query in PerioVision's Reporting Feature called NOTEPAD already. It is completely correct as follows:
Select Patients where (Rtrim(LTRIM(current_date)) >= ~'02/01/2020~') And (last_appt_date >= ~'2020-02-01 00:00:00~') and exists (select * from audit where audit.master_key = patient_primary_key and audit.today between ~'2020-02-01 00:00:00~' and ~'2020-02-29 23:59:59.999~' and audit.ada_no between ~'000145~' and ~'000150~') and not exists (select * from audit where audit.master_key = patient_primary_key and audit.today between ~'1990-01-01 00:00:00~' and ~'2020-01-31 23:59:59.999~' and audit.ada_no between ~'000120~' and ~'009999~')
Once again, If anyone has any questions how I designed/built this query, they are more than welcome to call and ask me for help and I will guide them.
3. Comprehensive Exam Only New Patients SEEN
OR
Total New Patients SEEN
That DID NOT get their Next Recall/Cleaning Appointment scheduled
I attempted this query in PerioVision's Notepad and it does not work. I am asking to have this looked into and fixed. I believe the error is either with our settings in PerioVision and something needs to be switched on or reset, OR PerioVision's field called Next Recall Date is broken in some way. My attempted queries logic is thus:
Select Patients where (Rtrim(LTRIM(current_date)) >= '02/01/2020') And (last_appt_date >= '2020-02-01 00:00:00') And (~"patient_query1~".~"next_recall_date~" is null) and exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '2020-02-01 00:00:00' and '2020-02-29 23:59:59.999' and ((audit.ada_no between '000145' and '000150')or (left(audit.ada_no, 1) = '9' and (audit.insurance_code between '000145' and '000150')))) and not exists (select * from audit where audit.master_key = patient_primary_key and audit.today between '1990-01-01 00:00:00' and '2020-01-31 23:59:59.999' and ((audit.ada_no between '000120' and '009999')or (left(audit.ada_no, 1) = '9' and (audit.insurance_code between '000120' and '009999'))))
I get zero patients on a pullback result for this query, out of almost 25,000 possible from our database. I want this looked into and fixed.
4. PERIOVISION'S OWN NEW PATIENT LIST QUERY
Finally, I want to call your attention to PerioVision's own Total New Patient List report.
Report-->Daily-->Print-->New Patient Reports-->results are listed by REGISTRATION DATE
THIS REPORT IS INCORRECT, BECAUSE YOU USE REGISTRATION DATE IN YOUR QUERY AND MANY OFFICES REGISTER EVERYBODY THAT COMES INTO THEIR OFFICE REGARDLESS OF WHETHER THEY WERE ACTUALLY SEEN BY A DOCTOR OR HYGIENIST OR NOT (Guarantors specifically wind up registered erroneously).
MY RECOMMENDATION IS TO USE POSTED DATE FROM THE LEDGER IN PERIOVISION AS I HAVE DONE IN QUERIES 1 AND 2 LISTED ABOVE. THIS WILL OMIT ALL THE GUARANTORS THAT ARE BEING REGISTERED BY EVERY DENTIST OFFICE ADMIN STAFF.
AS A COMPARISON BETWEEN THE 4 QUERIES MENTIONED ABOVE I WILL GIVE YOU THE STATISTICS FOR OUR OFFICE, FOR THE MONTHS OF JANUARY AND FEBRUARY 2020. THEY ARE AS FOLLOWS:
JAN
92
66
0, NOT AVAILABLE, NEXT RECALL DATE FIELD NEEDS FIXED
111, PERIOVISION'S OWN TOTAL NEW PATIENT QUERY IS INCORRECT SHOULD USE POSTED DATE FROM LEDGER NOT REGISTRATION DATE AND THIS WILL BE FIXED. OFF BY A COUNT OF 19 IN THIS MONTH, OR 17%.
FEB
73
68
0, NOT AVAILABLE, NEXT RECALL DATE FIELD NEEDS FIXED
80, PERIOVISION'S OWN TOTAL NEW PATIENT QUERY IS INCORRECT SHOULD USE POSTED DATE FROM LEDGER NOT REGISTRATION DATE AND THIS WILL BE FIXED. OFF BY A COUNT OF 7 IN THIS MONTH, OR 8.75%.
Anyone can call me or email me for help setting up queries 1 and 2 that I built.
Eric Lutz
eric@hillandalesmiles.com, office email
301-439-7878 office phn
ericmichaellutz@hotmail.com, personal email
Guest
Thanks for the detailed instructions. It's nice when everything is detailed and accessible. I also like chatroulette. Everything is easy and simple there, you can not only communicate with new people, but also, for example, learn a new language. After all, practicing conversation is much more effective than learning only from a textbook or watching movies.
It yield two different websites;
1.
https://hs1specialty.ideas.aha.io/
through your product software
2. https://hspsspecialty.uservoice.com/forums/562519-perio-vision?category_id=332347
through a web site search using keywords periovision enhancement requests
The fascinating thing to note is how long my New Patient Report requests have been out there, and NOT ADDRESSED, by OTHERS USERS who had the SAME issues and NOTHING WAS DONE for 5-10 YEARS AND COUNTING
Under,
https://hs1specialty.ideas.aha.io/
guar
Guarantors need to be designated as such without appearing in the patient list. As a result they appear in various reports such as "new patients" when in fact they are not, which skews report results.
Cathy
Feb 4 2019
4 VOTES
New patient asterisk on appointment book
When a new patient is scheduled, it would be very nice if there were an asterisk next to their name so it is easily visible by looking at the appointment book that it is a new patient.
Kristan
Feb 4 2019
5 VOTE
Don't register the "guarantor" when registering a new "minor" patient
When registering a "minor" new patient and creating a guarantor it is creating that patient as a new patient as well, not the case, and to ask the office to create a marker and then exclude from the new patient report to get a true report is creating more unnecessary work.
Vonda
Feb 4 2019
10 VOTES
Under
https://hspsspecialty.uservoice.com/forums/562519-perio-vision
guar
Guarantors need to be designated as such without appearing in the patient list. As a result they appear in various reports such as "new patients" when in fact they are not, which skews report results.
4 votes
Cathy shared this idea · August 03, 2010
New patient asterisk on appointment book
When a new patient is scheduled, it would be very nice if there were an asterisk next to their name so it is easily visible by looking at the appointment book that it is a new patient.
6 votes
Kristan shared this idea · October 20, 2011
Don't register the "guarantor" when registering a new "minor" patient
When registering a "minor" new patient and creating a guarantor it is creating that patient as a new patient as well, not the case, and to ask the office to create a marker and then exclude from the new patient report to get a true report is creating more unnecessary work.
13 votes
Vonda shared this idea · July 02, 2015
IT'S THE SAME USERS ALSO REPORTING MY SAME ISSUES, JUST UNDER DIFFERENT TERMINOLOGY AND AS YOU CAN SEE THESE ISSUES ARE REALLY 5 TO 10 YEARS OLD (AUGUST 3, 2010, OCTOBER 20, 2011, AND JULY 2 2015) IT'S SIMPLY THAT PERIOVISION AND HENRY SCHEIN CHANGED THEIR WEB SITE FOR PUTTING IN ENHANCEMENT REQUESTS ON FEBRUARY 4, 2019.
23 OTHER USERS VOTED FOR THESE CHANGES TO BE MADE OTHER THAN THOSE REPORTING THE REQUEST AND NOTHING WAS DONE.
VERY IRRITATING.