Thursday, September 12, 2013

An Overview of DentaLab for QuickBooks


 
Two companies, each the leader in their field, have combined forces to bring you top-notch software at very affordable rates.  Both have mastered how to make the complicated simple, easy to learn and use, yet very capable, comprehensive and reliable.

One is Intuit, developer of QuickBooks, the #1 selling software in the world for accounting and financial management.   This is a company with over 2 billion dollars in annual revenue and well over 26 million users.

The other is Mainstreet Systems & Software, developer of the top-selling DentaLab systems for dental laboratory case management, with extensive experience in industry-specific solutions, close coordination with its user group, and a history of excellent responsiveness and customer service.

Here is an overview of…..

Why Labs Love This Software

The Benefits of Synchronization

Ways Lab Case Management Stays on Track

Support for Business Development, Customer Service, Marketing

Query/Reporting Features to Access Information as You Please

Very Appropriate Mobile/Remote Access via the Internet

Easy to Learn, Easy to Use, with Excellent Training and Support


 Why Labs Love This Software

·         It can be used by both novices and experts…you can begin easily and let it gently guide you into more advanced features.

·         Its screens are intuitive and easy to navigate.

·         There is a wide array of features to cover all the fundamentals as well as the latest ways to operate a successful laboratory.

·         It has a history and excellent reputation for reliability, flexibility and responsiveness.
 

·         It is very forgiving should you enter information in error or forget to do a certain step.  You can easily track errors and fix them.

·         There is easy navigation and selection from one screen, known as the Home Page.

·         It has proven useful and applicable to all size labs, from the smallest one-person to the largest with multiple locations and thousands of customers.  If you grow, your software can grow with you.


·         Basic lists define your customers, items, standard procedures, work centers, schedules, quality control, case stages, shades, tooth numbers, lab notes, ship methods, price levels, sales categories, customer groups, product groups.


·         For customers, items and cases, you can add your own custom fields and definitions.

·         Lab-defined settings further individualize the choices for each lab, from colors on work tickets to remake percentages to automatic printing.

·         Choice of forms for work tickets, case labels, quality control feedback, invoices, statements, case materials disclosure with customization available.
 

·         Security of data access through user permissions, logins and passwords.


·         Selection of criteria and dates allows you to find and report specific information.


·         Whenever there are dates to be selected, there is a built-in perpetual calendar.

 Easy fast synchronization with QuickBooks assures accurate timely storage of information, eliminating the need for entering data more than once.

The Benefits of Synchronization

·         Synchronization means that separate systems now work hand-in-hand as though they were one. It is a step above integration via export/import steps.

·         The standards, methods and look and feel are coordinated so that once one learns one system, it is easy to continue on with the other.
 

·         Data is typically entered only once, eliminating the time and errors involved in multiple entries for the same data.

·         Updates are immediate, as there is no need for exporting from one and then importing into the other at specific intervals.

·         Data is not lost or mismatched due to forgetting to export and import or to enter at more than one point.

·         Synchronization brings together the benefits of mass-marketed software funded by millions of users with the benefits of expertise involved in a smaller but more specific industry.

·         Synchronized software results in a richer, more comprehensive, more complete set of features at an affordable cost.

      

Ways Lab Case Management Stays on Track

·         Case information for billable items is transferred to QuickBooks for invoices, purchase orders, may be edited and have discounts and taxation applied when appropriate.


·         Case fields can be transferred to QuickBooks for patient, pan, case number, tooth numbers, shade, date entered, date requested for use in QuickBooks invoice, statements, queries and reports.

·         Lab can choose to print invoices in DentaLab or in QuickBooks, by single case or by batches.

·         Availability of many note-taking areas for cases, case planning, pickup requests, case items, case communications.   Each lab can develop their own set of lab notes for easy insertion into note-taking fields and to assure correct spelling and technical terms.

·         It supports excellent ongoing communication with dental offices through a variety of features such as online prescriptions, pickup requests, case status reports, email notifications, reports and forms, doctor’s preferences by work center and item, case planning, scanning of prescriptions and other case documents including graphics sent by doctor, with easy retrieval of these and case histories.

·         Rapid case entry can be achieved through the use of standard procedures, selections from lists, lab-defined settings….even faster from online prescriptions stored with case.

·         Automatic scheduling based on work centers, master schedules, existing workloads, schedule factors, holidays, doctor requests, multiple stages.

·         Doctor preferences by work center and by item, standing instructions on screen and   printed on work tickets, for use in completing work and quality control.

·         Critical dates prominently displayed for entry, start, end, ship and doctor request.

·         Work can be assigned to individual technicians in advance, as work progresses, or credited upon completion.

·         Work tickets, shipping, invoicing can be generated by individual case or by batch.

·         Work ticket choices, such as full page, half-page, barcodes, colors, custom

·                   Case label variety of choices, full page or continuous forms on label printers.


·         Technician work lists can be generated daily to provide control and targets.

·         Cases can be located quickly and easily in the laboratory based on work center, date, completions and other search criteria.
 

·         Complete case histories are readily available for you, the dental office, to meet FDA requirements.

·         Standard procedures provide templates of standard cases, work centers, items, timing for management control and completeness as well as faster, more accurate case entry.  These can be modified at case entry by adding, editing or deleting items and multiple procedures can be used to build a case or to handle case stages.

·         Quality control issues, either internal or from doctors, can be recorded, analyzed and reported.

·         Materials disclosure, specifying manufacturer, part codes/descriptions, lots and batches, made easy for FDA/GMP/DAMAS compliance or for recalls.

·         Activity logs to track customer communications and service, quality control, marketing and other issues by topic, entry and alert dates.

Support for Business Development, Customer Service, Marketing

·         To provide excellent ongoing communication with dental offices, there is a variety of features such as online prescriptions, pickup requests, case status reports, email notifications, reports and forms, doctor’s preferences by work center and item, case planning, scanning of prescriptions and other case documents including graphics sent by the doctor with easy retrieval of these, and case histories.

·         Its Customer Center lets you focus on one customer at a time to review and maintain a complete look at each doctor’s activities, preferences, requests. 

·         The date feature of the Customer Center also provides a quick look by date or date range for customer activity logs, alerts, cases and case communications so that you can fulfill promises, perform follow-ups, and stay organized and thorough in your communications with your customers.

Queries and Reporting to Access Information as You Please

·         Excellent audit trails and easy-to-use search facilities for your information.

·         Standard reports are very flexible to select and report the information that is most useful to you.   Custom reports can easily be developed for your specific needs.

·         Find and filter opportunities for the user to quickly search for and/or limit information in screen grids or reports.

·         Grids of selected information provide for easy scrolling and selection of a specific record with ascending or descending sorts by clicking any column.

·         Queries and/or changes on case content or timing from doctors can be handled quickly and efficiently.

·         Due lists based on dates, work centers, case status (including in lab, past due, on hold, out for try-in) can be generated at any time to screen or print to control work and assure its timely completion.

·         Many reports provide a choice of highly detailed or summary formats that can be viewed, printed and/or saved to a variety of electronic formats.

·         Laboratory snapshot summary for overview of workload by work center, case statuses, counts

·         Cases to be shipped reports provide for sorting by ship method, case type, dates.

·         Product Group reporting for unlimited groupings of production items (products/services) to show work in progress, work completed, counts and values.

·         Customer Group reporting for unlimited groupings by customers and items (products/services) to show work invoiced, counts and values for standard cases, adjustments and remakes.

·         Sales Category reporting for unlimited groupings of  items (products/services) to show work invoiced, counts and values for standard cases, adjustments and remakes.

·         Combined with QuickBooks reports for accounting and financial management, you have a huge array of queries and reports from many different viewpoints….you are the one who selects the criteria.  You also can choose from a variety of formats such as Adobe Portable Data Format (PDF) for issuing to your customers, to your accountant, your bank, other software.

 

Mobile/Remote Access via the Internet

·    QuickBooks invoices, statements and reports can be emailed to customers.

·         Credit/debit card and other payment solutions can post directly into your QuickBooks customer accounts.

·         DentaLab for QuickBooks email notifications provide reports to the dental offices on cases received and shipped.  These notifications can include messages and marketing information.

·         DentaLab reports can be saved and emailed a variety of electronic formats.

·         Online prescriptions, preferences, pickup requests and other memos from the dental office communicate directly with your database.  This can be linked directly from your website.

·         Graphics sent electronically by dental offices can easily become part of each case’s record for quick lookups, communications.


·         Remote access from an authorized computer can use your lab system for entry, viewing, analysis, support.

Training and Support

·         There are a number of helps or guides, including tutorials, online help and written documents to guide you.

·         30-Day trials are available to try before you buy.

·         Help is readily available via the telephone, fax, email and remote connection.  Personal interactive sessions can be scheduled.  

·         Low cost group training is scheduled throughout the year at DentaLab support offices.

·         Onsite visits to your laboratory can be arranged.

·         Monthly newsletters and website add news, education, tips and techniques.

·       Outstanding support program encourages user suggestions and participation, provides ongoing education, consulting, guidance, trouble-shooting, compliance with new technology for computers and the lab.

 Visit our website for more details:  http://www.mainstreet-systems.com
 or our new website:    www.mainstreetsystems.net

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