Management - Dolphin Imaging

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ManagementDolphin Management is a full-featured orthodontic practice managementsystem that enables you to efficiently manage and organize your practiceflow, especially if you have high-volume, multiple locations and multiplepractitioners. With consistent feature upgrades and improvements, DolphinManagement combines an easy-to-use interface with powerful features. 2019 Patterson Dental Supply, Inc. All rights reserved.

Dolphin Management product featuresChoosing Dolphin Managementervice ClubEnterprise Architecture.Dolphin Management runs on the latest and most universaltechnologies available today. Built on a solid foundation ofMicrosoft’s .NET application development platform and theenterprise-class database SQL Server, Dolphin Management iscapable of securely connecting data and images from multipleoffices with virtually unlimited capacity and optimal performancefor your practice. Features multiple monitor support.ervice ClubFlexibility.Dolphin Management is installed with your practice’s uniqueprocesses in mind, allowing you to choose the options you want,rather than having to accept an “off-the-shelf” configuration.Customize reports, treatment cards, scheduling, and more.Dolphin is the only system that allows this degree of flexibility, soyou’re always in control.Integrated Mobile Applications.The Dolphin Mobile app lets you securely access your Dolphinsystem via the internet from any iPhone , iPad , iPad touch andmost Android devices. The Dolphin MyOrthodontist app foryour patients helps them stay connected to your practice andstay involved in their treatment.SMS Messaging Center.Multiple-Office Remote Connectivity.Dolphin Management runs smoothly under thin-clientenvironments such as Microsoft Windows Terminal Servicesand Citrix MetaFrame, enabling seamless multiple-officeaccess with minimal computer hardware investment. No matterhow many locations you have, Dolphin supports your practicewith the same outstanding performance.Run Dolphin Management in the Cloud.Dolphin Cloud Subscription offers the option to run all yourDolphin software without the need of a physical server inyour office. Say goodbye to costly file server purchases andmaintenance fees. Automatic updates mean you’ll always runthe latest Dolphin software. We even perform the necessary,regular data backups for you. Cloud Subscription is available ina variety of packages to accomodate any size practice.Enjoy real-time, 2-way patient communication via SMS usinga “threading” interface that allows you to simultaneously viewmultiple threads. Set up SMS groups of patients, billing parties,and employees. All incoming message notifications are shownin real-time.Existing Database Conversion.We faithfully translate your existing practice data into Dolphin’sdata platform. This data conversion process includes full patientdemographics, referral information, scheduling calendar (pastand future appointments are preserved), patient financial data,insurance details and treatment card entries. Most systemsunder UNIX , MS-DOS and Windows platforms can beconverted. Detailed documentation regarding the conversion ofyour existing system is available.Automatic Software Updates.Intuitive Graphical User Interface.All program functions can be easily accessed from the maingraphic icon bar. All interfaces conform to the conventionsof Microsoft Windows , allowing users to easily navigate theprogram, while minimizing training time.Training/Installation.We utilize a structured, detailed process to transition yourpractice to Dolphin. Our technicians assist your InformationTechnology (IT) professionals in properly configuring networkand computer needs. We conduct in-depth remote pre-trainingwith your staff and verify converted data. The implementationprocess continues with an intensive on-site session by alicensed Dolphin trainer. Then, a specialist is assigned to assistyour practice to ensure a seamless transition. Additional followup visits are available.Dolphin Management updates are delivered securely andautomatically via the Internet (broadband is required), so youroffice will always be running the latest Dolphin software.Perfect Companion to Dolphin Imaging and OtherIndustry Software.Dolphin Management displays the patient’s imagethroughout the program. You can also directly access thefull set of the patient’s photographic records. DolphinManagement also integrates with industry-standardprograms and services such as T.LINK , OrthoSesame ,Tele-A-Patient , HouseCalls , OrthoBanc, SureSmile , Vanco,ZACC, Emdeon Insurance Claims and Electronic Statements,X-Charge , Demand Force, Gaidge and Practice Genius,completing and connecting all your records and technologysolutions.800.548.7241 1.818.435.1368info@dolphinimaging.com www.dolphinimaging.com(rev 07/19)

Dolphin Management product featuresBefore a Patient Visit.Fingerprint Security.Dolphin integrates the latest fingerprint biometric technologythroughout the system, allowing designated personnel toconveniently and securely access your practice’s mostsensitive information and functions. Control functions such aspatient account creation, financial modification or appointmentscheduling. Operations performed are securely andautomatically logged to allow review and examination.You canalso optionally enable fingerprint security for employee clockin/out, system sign-on, appointment scheduling, financial andtreatment card functions.Location Based Security.Optionally restrict employee access to specific locations. Thisprovides higher security and access control for multiple locationpractices or large institutions.New Patient Online Forms & Online Scheduling.Embed New Patient Forms on your practice web site for potentialpatients to fill out and even schedule an appointment that isadded in real-time onto your practice schedule.Share Forms.Create and share Super Questionnaires—such as MedicalHistory forms—via AnywhereDolphin, allowing this informationto be completed prior to the patient’s first visit. Or have patientscomplete their Medical History form via Dolphin Mobile whenthey first arrive at the office.Employee Time Clock.A completely integrated employee sign-in/sign-out modulethat tracks employee working hours. Specialized “customizedevents” track time spent on specific employees activities,including “Out of office – Making bank deposit,” “Moved fromchair-side to front desk,” and “Began working in lab,” etc.Patient Database.Complete patient demographic data is stored and organized,including detailed personal information, special keywords,unlimited billing parties, employee information, complexinsurance plans, flexible contracts and payment plans,appointment history, referral tracking and treatment cardentries. Easily create custom database fields for items likeschool/camp information.Scheduling.Patient appointments are easily managed with custom timeincrements (2-minute to 60-minute), unlimited chairs/columnsand unlimited office locations. You can also design scheduletemplates for each day and location, featuring color-codedappointment types, doctor time tracking, printing of appointmenttickets and school excuses, as well as week-at-a-glance views.Scheduling also supports drag-and-drop flexibility!Sooner if Possible.“Sooner if Possible” function alerts you to appointments hopingfor an earlier time slot, displaying them in a list that is searchableand sortable by any criteria. A “Search and Reschedule” optionautomatically loads all relevant data for the appointment beingrescheduled. Also, select any open Reservation and quickly find“Sooner if Possible” appointments to fill the available time slot.Schedule Search.Easily search your schedule for procedures based on doctortime, location, day of the week, morning/afternoons. The searchresults are automatically sorted by day and color coded to low,medium and high patient loads.Appointment Reminders (SMS/Email/Telephone).Now you can easily send appointment reminders to yourpatients via email or SMS, or deliver reminders personally withPhone Reminders. Define a preferred Appointment ReminderMethod for each patient. You can also customize the messageto be sent for each reminder type using specific tokens on thisscreen.800.548.7241 1.818.435.1368info@dolphinimaging.com www.dolphinimaging.com(rev 07/19)

Dolphin Management product featuresDuring a Patient Visit.Patient Check-in.Greet your patients with personalized PowerPoint messages,using images, animation and graphics. Patients have the optionof signing in by fingerprint scan or by typing in their names.Patient GPS .This unique feature allows you to accurately monitor patientflow in the office, including which and how many patients arescheduled, have signed in, are waiting, have been seated andhave completed their appointment. Early and late arrival ofpatients is automatically indicated, while waiting times, remindersand time spent on procedures are accurately tracked. This is onegreat tool for improving office efficiency and productivity on adaily basis.layouts, quick selection of commonly used phrases for text fields,personalized band/elastic sizes, photographic and radiographicimages (when used with Dolphin Imaging ), quick email andintegrated scheduling. Quickly graph any column in TreatmentCard, such as Oral Hygiene or Cooperation. Easily schedulemultiple next-appointments directly from the Treatment Card.Enhanced Customized Tooth Chart.Graphically enter items like bracket type with torque information,arch wire sizes, elastics, powerchains, TADs and annotations inthe Enhanced Tooth Chart. Of course, it is customizable by thepractice.Treatment Planning Documentation.Take one step further toward a paperless practice! Capturesignatures on the fly in real time, or save captured signatures toyour Dolphin program for easy, on-the-spot retrieval by any staffmember with rights. Dolphin Management supports the TopazSystems SignatureGem LCD line model family T-L462.Customize individual treatment plans for your patients. Pick frompredefined global treatment plans, or build a new plan for eachpatient. Treatment Plans include sequencing, number of visits,procedures, months between visits, internal visit notes, etc.Easily view treatment plans from the patient’s treatment card.Plan progress is displayed in Treatment Card, allowing you toquickly monitor the course of each patient’s treatment.Operatory Light Bar.Document Organizer.A powerful tool for managing and optimizing operatory flow ina busy practice. The Operatory Light Bar precisely locates anypatient, doctor or staff member and displays the location of thepatient, their treatment status, where the doctor is and shouldbe going, and which staff person is performing what specificprocedures.Combines virtually all communications for your practice intoone secure electronic file cabinet. Letters, emails, faxes, notesand forms can all be directly accessed from multiple locations,including associated patient, billing party, referral and insurancecompany records.Treatment Card.Care Calls.Electronic Signature.Efficiently and securely record detailed treatment visit activitiesand treatment plans. Features include touch-screen andMicrosoft XP Tablet PC compatibility, customized color cardsfor different treatment type/stages, multiple treatment cardQuickly and easily schedule a Care Call for the patient to followup. Care Calls can be scheduled for any date and are viewableby all staff and locations. Care Calls also nicely integrate withDolphin Mobile.800.548.7241 1.818.435.1368info@dolphinimaging.com www.dolphinimaging.com(rev 07/19)

Dolphin Management product featuresAfter a Patient Visit.Exam Questionnaire.Customizable forms allow you to prepare comprehensive multiplechoice surveys for use during initial-, progress- and post-treatmentpatient exams. Layouts can be personalized to reflect individualpreferences. Easily select with integrated Tooth Picker.Payment Processing.Integrated payment processing via OpenEdge and Breezefor instant, seamless collections both in-office and online viaAnywhereDolphin and MyOrthodontist app for patients.Insurance.Super Questionnaire.Works across Dolphin Imaging, Dolphin Management,AnywhereDolphin and Dolphin Mobile. Features a distinctinterface for staff and patient, so questionnaires and formscan be shared online with patients via AnywhereDolphin to fillout at home or on a mobile device; you can then access withDolphin Mobile on your iPad. Answers can be mapped to theappropriate demographic field using the “Mapped Fields”feature. Data is securely stored in your Dolphin database, andaccessible via Dolphin Letters, Patient Information, PatientDocument History, Treatment Card, and other relevant screenswithin Dolphin.Complete tracking and management of insurance activities.You can submit claims based on expected benefits, easilymake adjustments, reconcile and track balances. It supportsemployer/individual plans, batch/individual forms, and printedand electronic claims processed through Emdeon.Archived Financial Reports.Dolphin Management automatically archives in PDF formatall standard end-of-day and end-of-month reports. Easily andsecurely access prior period financial reports. All financial reportsare serialized for your protection.Referral Analysis.Exam Questionnaire integration with PowerPoint.Easily build patient-customized PowerPoint Presentations basedon the information entered in your Exam Questionnaires.Relationship Manager.Easily link and display all patients, doctors, non-patients andemployee relationships for a patient. Relationships can be setfor patients, billing parties, professionals and employees. Createrelationship groups for related parties. For example, create ABCDental Group and link all doctors that work at ABC Dental Group.Patient Tracking.Analyze detailed patient statistics based on treatment stages frominitial contact and first scheduled appointment to completion oftreatment. Review and track history by procedure, appointments,and letters. Answer questions such as, “Who has had recordstaken, but has not yet started treatment?”Correspondence.Integrated with Microsoft Word and the Dolphin Letter System,you can utilize powerful custom letter templates to addresspatients, billing parties, referrals, professionals, etc. Letters canbe automatically queued from different operations: scheduling,treatment card, patient status changes, etc. Choose from acomprehensive library of letters, certificates, postcards, labelsand reports.Comprehensive Financials.Solidly designed, field-proven features: Charge/paymentprocessing and collection tools. Create treatment/contractproposals, complex contracts, precise adjustments, familystatements and balancing work sheets. Insightful financialreports that help discover inappropriate financial activity.Complete accurate end-of-day and end-of-month reporting.Integrates with credit management and accounts receivableservices, including Emdeon Express Bill Electronic Statements,OrthoBanc , and VANCO Services. Integrates with X-Charge forautomatic credit card processing.Flexible, powerful tools help you extract valuable informationrelating to patient referral sources based on patients, practitionersand billing parties. Create detailed reports and graphs based oncharges, contracts and treatment types. Answer questions suchas, “Who referred the most patients to us last year?”Patient Analysis.Accessed in the patient’s Treatment Card, this feature displayskey patient treatment information such as Visit Entry Count;Emergency Entry Count; Scheduled Appointment Count;No Show Appointment Count; Cancelled By Practice Count;Cancelled by Patient Count; Late Appointment Count; PatientsReferred In; Progress Date; Deband Date; Total ScheduledHours; and Total Actual HoursPractice Analysis.This powerful and interactive feature provides vital practicestatistics: treatment starts, production, charges, receipts,adjustments, status changes, new-patient-added and accountsreceivable. Easily drill down from a summary view to itemizedtransactions of individual accounts.Light Bar and GPS Analysis Tool.The new LightBar Analysis calculates the amount of time a patientwas in each LightBar status for appointments in a given date range.The GPS Analysis calculates the amount of time a patient was ineach GPS Status in a given date range. Filtering and groupingfunctions allow customized micro-analysis, plus LightBar Analysisincludes a nifty Exclude Late Appts option which, when selected,will exclude from results those appointments that were late by thespecified number of minutes. The GPS Analysis includes both anExclude Early and Late Appts option.Doctor Time Analysis.This new screen displays Planned Doctor vs. Average DoctorTime, broken down by Appointment Class or Type. You cansearch by Appointment Type, Class, Orthodontist and Location.Information is displayed in Scheduling Time Increments, andhandy drill-down access takes you to the Appointment Detail.800.548.7241 1.818.435.1368info@dolphinimaging.com www.dolphinimaging.com(rev 07/19)

Dolphin Management product featuresSchedule Statistics.Display key schedule counts using with filtering by DateRange, Location, or Orthodontist. Group by Date, Location,Orthodontist, Appt Type or Class. Display counts bycategory such as Scheduled, Add Ins, No Show, Cancelled,Rescheduled, Dismissed, Unknown, Entered on Day, Cancelledon Day, Rescheduled on Day, Rescheduled To Day.Standard Reports.Choose from a list of more than 80 predefined reports onfinancials, patient information, scheduling, treatment card andlabels. Examples include end-of-day, receipts, transactions,production and practice summaries. For multiple-locationpractices, reports can be created and assigned by location,allowing for location customization.Dolphin Interactive Report Tool.Schedule SMS Text Messages.Send customized text messages for statuses and occasionssuch as Recall, New Patient, Retention—even Birthdays. Any listgenerated via a report or the Dolphin Interactive Report Toolcan be sent a customized text. Use our integrated ScheduledJob Manager to schedule these to be sent out on a specificschedule.The same way Practice Analysis helps you view your practice,Interactive Report Tool collates all report data in a friendly gridformat that you can manipulate onscreen. Select from over 500data fields to create your own custom searches and reports.Add filters, rearrange the columns, or change the order of thefields to create a whole new view of your data! Quickly drill downto individual patient information (it is interactive!). Easily sendletters, print labels or print the new customized information.Comprehensive Doctor Database.A comprehensive doctor database allows you to track doctor;staff; contact history; referral history; and even link to theirFacebook, Twitter and LinkedIn Pages!Dolphin Management - SpecialtyThe Dolphin Management - Specialty Module features newlydesigned enhancements for orthodontic and pediatric dentalpractices, including dedicated features for financials, scheduling,charting, treatment planning and insurance.All new features work great in an orthodontic office, while alsosatisfying the needs of a pediatric dental practice. Ability to create Charges from Codes setup screen foreasier setup Systems to handle when insurances will pay for chargesthat are limited by a period Ability to assign a discount type and discount percentageby billing party. This can also be adjusted as needed at timeof postingFinancial: Insurance Coverage booksInsurance Fee schedulesInsurance benefit applied / remaining trackingAbility to handle insurances that coordinate benefitsEmployer plan changes to support dentalPolicy Benefit summary to support dentalPatient dental location / provider trackingRevamped Post Charge screenº Allow user to choose billing and treating dentist/location at time of posting chargeº Ability to see insurance worksheet to determinebreakdown of money800.548.7241 1.818.435.1368info@d

graphic icon bar. All interfaces . also optionally enable fingerprint security for employee clock in/out, system sign-on, appointment scheduling, financial and treatment card functions. Location Based Security. . Document Organizer. Combines virtually all communications for your practice into

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