Friday, October 10, 2014

Dental Lab Software Topics


The articles we have included in this blog have come from educational articles written for the dental lab trade journals and from white papers for guidance on DentaLab for QuickBooks (DQB).  

 

The blog can be viewed from our older website www.mainstreet-systems.com  under Support/Knowledge Base or our new website www.mainstreetsystems.net under Blogs.  You can also access it directly with this link:  http://dentallabsoftware.blogspot.com

 

The blog provides an index to the right based on the date the topic was first published.  Here are the topics:

 

An Overview of DentaLab for QuickBooks                                2013

Artistic, Creative, Custom, Elite, Precision, Quality                   2012

Custom Fields in DentaLab for QuickBooks                              2014

 

DQB Coordinating the Desktop and the Cloud                          2013

DQB Dental Lab Case Scheduling                                             2011

DQB Image Supplement                                                            2014

DQB Understanding Price Levels                                              2014

 

Patient Safety Compliance for Dental Labs                                2012

QuickBooks Synchronization vs. Integration                              2011

Smart Pointers (to select software for your dental lab)              2014

 

Surmounting the Rx Scrawl                                                       2013

Surrounding Yourself with Good People                                   2012

 

We invite you to add your suggestions for further educational topics and to leave constructive comments on any of the above topics. 

 

Mainstreet Systems & Software Support Team

Voice :            215-256-4535          Fax:    215-256-1594

Email:             support@mainstreet-systems.com

Skype:            mainstreet-systems

Web:               www.mainstreetsystems.net      

 

 

DQB Image Supplement



Overview


The Image Supplement to DentaLab for QuickBooks provides for capturing and storing images of the prescription, photos, diagrams, and other documents associated with a case. The image(s) stored for a case can be easily retrieved whenever needed by the same criteria as cases.  You may store multiple images for each case. 


This feature can provide great benefits in a number of ways:


·       time and expense for filing and retrieval
 
·         prevent  loss of vital documents due to misfiling or catastrophe


·       greatly reduce physical space requirements


·         easily make electronic or printed copies for archival or requests


Images in JPEG format can be obtained in one or more of these ways:


1.   WIA or Twain-compatible scanner, flatbed  or automatic feed


2.   USB camera or webcam


3.   Electronic transmission sent by the dental offices


Documents can be in a variety of industry-standard electronic formats.


Hardware Requirements



Scanner:  Installation of a WIA or Twain-compatible scanner capable of capturing JPEG formats with availability to the case entry station. The JPEG graphics format is a widely used format for compressed images for high quality image resolution.


Various scanner types are available from a number of vendors with a variety of speed, image quality, scanning mechanisms and other features.  With WIA compatibility, you can preserve your settings to achieve speedy one-click scanning.


Camera:   USB camera or webcam,  capable of capturing JPEG format.  The IPEVO Point 2 View was used in the development of the camera feature due its affordability and  features.


Electronic transmission:  For communication from and to the dental offices,  a broadband internet connection will be needed.


Licensing  Requirements



The Image Supplement can be licensed as an addition to the DentaLab for QuickBooks Standard/Enterprise versions.  It is not available for the Starter version. 
 



Capture and Retrieval of Images


Once licensed, In Case Entry there will be a separate tab called Images. Click this to enter the screen for the images.  Here you will be able to:


·      scan case documents such as the prescription, work ticket charts, photographs


·      capture photographs with a camera or webcam such as impressions, completed cases


·        browse to locate images sent by the dental offices


·      view, edit,  crop, delete,or print already captured images


·        adjust  settings such as brightness, resolution  


 
For Scanning In Options/Settings/Case Settings/Images tab, you can specify:


Page margins to use when printing images (entry) hundredths of an inch. If this is set on (checked), the program will use the specified margins when printing the images;  if off, no setting will be applied so the default value will be used. This option is saved locally on each client station and therefore applies only to that client station.


Scanner Setupthis will be for the selected scanner


Auto CropWith WIA compatibility, you will be able to select scanning options such as brightness, resolution, color, whether to scan from a flatbed or document feeder, auto- cropping, and then preserve your settings. The default or preserved scanning form automatically displays. (This will vary depending on which scanner model is chosen).


If you wish to use Twain rather than WIA, you can check the indicator on to use the previous scanning method.   


The typical steps in scanning an image are:


1.   Place the document on the scanner and click Scan Image at the bottom right.


2.   A Select Source box will pop up listing any available scanners. Highlight the appropriate scanner and click Select.


3.   Now click Scan and the image will automatically display.


4.   The image will be named with the case number plus and underline character and the image sequence with a .JPG extension, e.g. 3045_1.JPG for case 3045, first image, JPEG format.


5.  The  image will be stored in:
Program Files\Mainstreet\DentaLab for QuickBooks in the DQBData\Scans


 Capturing  Photographs



Working with a USB camera or webcam, you can select the device and set its resolutions, then click Start Camera.  The image in focus will be shown on the screen, you can adjust this as needed.

When ready,  click Save Image

The naming convention and location will be the same as described above for scanning. 
 


Additional Actions


Once the image is stored and associated with the case, you can click the Images tab to perform additional actions.

To View/Edit, double click the appropriate thumbnail image to enlarge it. You can also select  from the toolbar icons to Print, Enlarge +, Decrease -, Fit to Screen, or show the Actual Size.  The program will automatically determine whether to print in portrait or landscape mode, based on the width and height of the image.


To Delete, right-click on the image and choose Delete or select the image and click the Delete icon at the top of the screen.

To Crop a selected  image, use your mouse/pointer to draw a box around  the area you want to retain, then click Crop. When ready, click Save.  You can choose to retain or delete the original image.


Document Center



 If you have additional documents associated with a case that do not meet the
formatting requirements of the Image Supplement described above, these can be stored in the Document Center, available from the Documents tab in Case Entry..


This feature can provide great savings in time for filing and retrieval, prevent loss of vital documents due to misfiling or catastrophe, and greatly reduce physical space requirements.


In the Windows/Tools/Folder Options/File Types folder, there are the industry-standard extensions for the more commonly used formats such as .XLS for Excel, .DOC for Word documents. If the document you are adding to the document center has an extension not already in this folder, you may add it with its identification. Access to this folder can be found in the top toolbar of Windows, beginning with Tools.


Backup and  Restoration of Images



You will need to add the DQBData\Scans folder described above to your daily backup procedures. You can restore either the entire folder or individual images as needed. 

Import/Export of Images


The .JPG format is widely used, allowing the images to be used by a variety of graphics software systems. Individual images can also be sent as email attachments or copied to computer media such as zipdisks, CD's and removable disks.


You can add to each case images received from other sources such as email attachments or CD's provided they use the JPEG (extension .JPG) format.  Use the Browse button to locate the image(s) that are stored on your disk or other media and then add these to the set for the case.  Note that you can browse and select multiple images at the same time.


When you save these with the case, the system will automatically name them in the same convention used for images captured by a scanner or camera



Government Compliance


Government laws concerning the duration and physical requirements for paper prescriptions with the completed work tickets and store them by date. Should retrieval of the paper document become necessary, the case records can provide the appropriate date.

The number of government bodes accepting electronic facsimiles of paper documents continues to increase.


 

 
 



 

Friday, August 22, 2014

Smart pointers to select software for your dental lab


Over our years in providing software for dental laboratories, we have noted the ways dental labs have selected their software.   Some have been wise, others less so.  We have seen some labs go through as many as six different systems while others have been able to stick with their choice over the years through many transitions in technology and business practices.  If you would like to be one of the smart ones, here are some pointers for you.


Develop your list

Begin by developing a list of the criteria, your requirements, wishes, limitations for your system.  Be prepared to change and enhance as you continue through the rest of these pointers. You may want to set up a spreadsheet to make your comparisons.

Do your research

Take the time to do your research.   Use your trade journals and the internet search engines to find the software designed for the special needs of this industry.  Take the time to review the offerings, determine which of these might serve your criteria, then talk to each provider.  This should narrow your list of possibilities. If an interactive webinar is available, use this to preview the features of the system.  Ideally, if it looks like a good possibility, the next ideal step is to move on to a demo or trial version to actually work with it over a number of days.

Review the basics

Working with your list, review whether the features of each of the software possibilities meets or exceeds your basic requirements. The ideal is standard software that covers the needs of the industry at an affordable price but allows for growth and customization whenever needed. 

Special features


If there are special features you would like to have now or in the future, determine whether customization will be available or whether you will have to make do with a standard system. Note that customization can be performed on multiple levels:

1)    Through options, preferences, choices built into the software

2)    Customization of forms and reports with a reporting tool

3)    Enhancements to the standard system based on your suggestions and requests

4)    Special features or unique business practices that require custom programming


 Will it keep pace with technology, compliance, security?

Does the software provider have a commitment to keep pace with technology, compliance and security both in the lab and with computers?  You only need to look back a short period in  time to recognize that change and progress are inevitable.  Evaluate whether the business practices of the developer provide for funding the dynamic nature of software.  Since we became involved  with software for dental labs, there have been 36 companies who have come and gone, typically because they did not have this commitment. 

Talk to others

Talk to others, if possible seek out those knowledgeable both in dental laboratory production and in computer software, ask the provider for references, but do not rely on these solely.  Labs that have chosen their system primarily on price or by copying the choice of one of their friends tend to be defensive about their selection.  Theirs may not be the best choice or the right choice for you.

Consider your budget vs. benefits

You will, of course, need to consider your budget.  Price has to be a factor, but  take care to evaluate your expenditure over the long term and the benefits it will provide.   Among the benefits to consider are greater speed and accuracy to:

                        Locate cases and case histories

                        Respond to customer requests

                        Comply with government regulations

                        Create accurate billings

                        Resolve issues

                        Spot trends in customer behavior

                        Reduce lost revenue from remakes

                        Measure productivity, costs, sales

                        Handle special preferences

                        Smooth workflow to meet request dates without overtime

                        Enhance customer relationships

 Be sure to protect your information 

 There are a number of ways you will need to protect your information:

                        From unauthorized access

                        Data entry errors

                        To meet HIPPA privacy regulations

                        From being sold without your knowledge

                        From internet hackers and malware

                        To prevent loss due to hardware failure, weather disasters

    

We have found that some labs think they are too small or insignificant to be a  target for data breach.  This is not true.  The nature of their business, their customer list, credit card numbers—all may be of interest to someone else.
 

When you are evaluating software, be sure there are substantial and up-to-date measures for protecting your data.  These will include backup and restoration  methods, authorization codes, privacy measures such as encryption, readily  available information and support.

 
Be particularly careful of software providers that base their fees on your volume of transactions or that have the software to easily be looking at your information for any other purpose.   In addition, be certain you can always access, control and take possession of your own datafiles.

 

Learn the history and business model of your software provider      


This step involves looking both backward and forward to learn both the history nd the future forecast for those providing your software.  Software is an entity that must be dynamic and responsive to support changes in technology, in compliance, in business trends.  Does the business model of the software developer provide for this, does it have the expertise and experience to do this, does it encourage or discourage adaptation?  Does the software reflect the practices of just one lab or of many labs?

 Are ongoing education and guidance part of the picture or do you have to learn and cope on your own?   Does the company direct most of its resources to selling or does it strike a good balance between developing software, training  and education, and marketing?  If you have a good idea for the software or want to try an innovative concept that needs software support, will this company be responsive to working with you on this?

Does this company want to serve customers of your size and specialty? Has it  shown a commitment to not only providing the initial software but also the modifications and enhancements that will surface in the years ahead?  Does the basic technology it uses provide for these adaptations?            

Software first, then hardware             

The capabilities of software and its ongoing support should be the first consideration, then hardware. Do not make the mistake of first purchasing new  computer equipment and assuming you will find software for it.   If, however, you want to continue to use computer equipment you already have, you will need to review whether your software choice is a match.
There have been a number of advances in the industry that promote greater compatibility between software, hardware and the operating systems that tie the two together.  For example, if software is based on Microsoft Windows, you can still use Apple Macs or run the software over the internet with desktop-as-a- service or remote access services.    

If you want to use special hardware such as barcode readers, cameras, image scanners or tablets, review whether your software choice can accommodate these.
Be discerning

 Be particularly discerning when presented with:

o   Promises that seem too good to be true such as free lifetime support

o   Vaporware—software said to exist and be proven but not yet developed

o   Statements that issues surrounding your system will never arise

o   Software whose chief attribute is cheap

o   Software that is very limited in the name of simplicity

o   Lack of security measures for your information

o   Offerings that do not address future changes and needs

o   Software providers you cannot visit who have only an internet address

           

If you have further questions…


You can contact the support team at Mainstreet Systems at:

Voice :            215-256-4535          Fax:    215-256-1594

Email:             support@mainstreet-systems.com

Skype:            mainstreet-systems

Web:               www.mainstreet-systems.com  or www.mainstreetsystems.net
     

Monday, March 17, 2014

Understanding Price Levels


Overview of Price Levels


Price levels allow you to customize charges for your products and services. It is in QuickBooks that you establish a default price for each of these in the Items list.  Because not all versions of QuickBooks include price levels by item, it is the price levels in DentaLab for QuickBooks (DQB) that will be used when invoicing a case through DQB.  

In DQB you may setup a price level for a number of doctors or choose a level that is unique to one specific doctor. This allows further flexibility for invoicing.

If creating QuickBooks purchase orders from cases, you can also setup a price level for each vendor with the prices to be used in their purchase orders.

If a customer or vendor does not have a price level assigned, the default prices in QuickBooks will be used.  If a customer or vendor has a price level by item, only those items specified in the price level will get special prices; the remaining ones will default to the prices in QuickBooks. 

How to setup price levels in DQB


To set up a new price level in DQB, go to Basic Lists and then choose Price Levels.  From Actions, choose New or right click and choose New.  Give the price level a unique name and choose whether it will be by Percentage or by Item.

If you are creating a new Price Level that is similar but not identical to another one, you can use the option to Copy Price Level and then edit the new price level's name and contents.

After a Price Level has been established, you can Edit it whenever necessary.

Types of price levels


The two types of price levels are:

Fixed % - will increase or decrease your item's default price by whatever percent you choose

Sample:                  Premium 10%   increase 10%

                                Discount 5%      decrease 5%

Per Item - select each item from the drop-down box and its item price will show. Type in the new price in Custom price box.  The grid will show the default price from QuickBooks and the current price level.

Sample:            Family Dental Centers

                        Columbia University

You only need to enter the custom price for each item having a special price.  All others will use the default price from QuickBooks.  You can also increase or decrease Per Item price levels by percentage and choose whether to not round or round to .05, .10, .25, .50 or 1.00.

 
Assign price level to customer(s)

The price level option is shown in the Customer record under the Additional Info tab. It is here that you specify if the customer is to have one of the custom price levels by selecting one from the list.

If you want a customer to use a certain price level, go to the Customer List, double click on the customer, select Additional Info tab and select the desired price level. Then, whenever you invoice a case for this customer, the custom price list will be examined to see if the item should have a custom price rather than the default price.

Assign price level to vendor(s)


The price level option is shown in the Vendor record. It is here that you specify if the vendor is to have one of the custom price levels for its purchase orders.

If you no longer need a price level


There is also an option to make the price level inactive. For example, if you've already created a price level, e.g. Premium10, but now wish to go back to the standard prices, you would choose to edit the Permium10 price level and check the inactive box.  Then all customers set for this custom price level will be invoiced at the default rate set up in QuickBooks.

If you wish to check which customers have been assigned to the inactive price level, go to Basic Lists/Print Lists/Price Level Assignments.

Price level reports


 From Basic Lists- Price Levels, you can go to the Action menu to select either Print Selected or Print All.

From Basic Lists- Print Lists, you can print reports on Price Levels and also the Price Level Assignments to customers

Option to check if case item is in customer’s price level list


In Options/Case Settings, you can click on an indicator to have the system check if each case item added to a case is in the customer’s price level by item.    This option will be applied to all users in a networked system.

Then if the item added to a case is not within the list, it will prompt the user to add the item to the current customer price level list.  If will also ask the user to set the price for the item within the price level list.

 If you need further guidance, contact:  support@mainstreet-systems.com
You can also send a request for support via:   www.mainstreet-systems.com or www.mainstreetsystems.net