With the Chairside Overview Report (which may be several pages), the doctor will have a comprehensive overview of the patient that is about to be treated. The Overview will also inform the doctor of the status of other family members. The Chairside Overview and Routing Slip screen has setting to limit how far back (in months) to include for the ledger and insurance tracking sections. The default is 5 months for each, but you can change this. These settings will apply to the entire batch that prints.

The AutoDial List
The AutoDial List is designed to be associated with the Chairside Overview report, but it can be implemented separately. The list is created the same way as in the Chairside Overview. Usually, the list that was created for the overview will be used for the AutoDial List as well.

NOTE - The list of names created to print the Chairside Overview and the list needed for the AutoDial list can be the same list. Add the names for the Chairside Overview Report, the click Print to print the Chairside reports, then click Create New AutoDial List and the AutoDial list is created.

To create the AutoDial List, click the Add Patient button on the Chairside Overview and Routing Slip screen and generate a list of names, just as you did for the Chairside Overview report. Then click the Create New AutoDial List button. After clicking this button, the Patient Call screen will open.

Display Previous AutoDial List
After adding patients to the Chairside Overview and Routing Slip screen, the names are then available to print the Chairside Overview reports. Click the Print button and they print. At that time you may also click the button to Create a New AutoDial List and that list will be created. If you then leave then exit and return to the Main Menu, the Chairside Overview list is gone. If you return back to the Chairside Overview and Routing Slip screen, you will see no names listed. You have to print the Chairside Overview reports before the exit the Chairside Overview screen, or the names for the reports will be lost.
However, the AutoDial List is not lost. If you return to the Chairside Overview screen, you can click the Display Previous AutoDial List button and the Patient Call screen will open with the previously created AutoDial List names displayed. Use the navigation buttons to display these names, one at a time.

NOTE - An AutoDial List is only deleted by creating a new AutoDial List. This is because your calling process might need to take place over some period of time and the list needs to be accessible on demand.

Routing Slip
The Routing Slip report is used by the doctor at chairside to quickly check off the procedures that have just been performed. The procedures that appear on the Routing Slip are determined by you. To set up your customized Routing Slip, go from the Utilities Menu to the Procedure Table Entry screen. Use this screen to step through the procedures in your Procedure file. For each procedure you will now see a number indicating the number of times that procedure will appear on the Routing Slip (in the lower right of the Procedure Table Entry screen). The default is zero. If you want that particular procedure to appear on the Routing Slip, change the number to 1 or more. As mentioned, you may enter a number greater than 1, in which case the procedure will list multiple times. This is useful for procedures that you may do in multiples, such as amalgams or extractions. For example, if you commonly do multiple amalgams in one sitting, you may want to place three each of one, two, three and four surface amalgams on your Routing Slip. Then if you performed three occlusals and two MO’s, you simply write in the tooth number and the surface in the space provided on the Routing Slip. Then hand it to the person at the computer for easy posting. The Routing Slip may be printed for single patients from both the Posting screen and the Appointment Setter screen. You may also batch print Routing Slips though the Appointment Scheduler using the Schedule Pin-Up Report Parameters screen. This will print Routing Slips for all patient for a particular day per provider. Batch printing may also be done using the Chairside Overview screen. Enter as many patients as you like into the Chairside Overview screen (accessed via the Reports menu) and then click the Routing Slip button. They will all print in a batch. While on the same screen you may also print Chairside Overviews from the same patient list, if desired.