Edge Cloud - Data Foundation

To ensure success visualizing your data on Gaidge, ensure your practice management software is set up to help you track items as efficiently as possible. As part of our implementation process, we will share some best practice strategies. 

Please don't delete items before our data review as this will affect the accuracy of your historical data. You may want to mark them with a  z at the beginning of their description.

Most of your financial information is automatically pulled from your system as that is standard for all users.  To collect data for your key practice indicators for new patient exams, pre-treatment observation, between phases observation, treatment starts, debands, repairs, and retention checks we use Schedule Procedures, Patient Statuses, and Treatments. You can print reports of this data under Reporting > Table. 

Treatments                                

Home > Editors > Treatment > Treatment

Treatments are used to count active treatment starts. A start is counted when the contract is saved and the transaction report is finalized.  Active treatment is classified as one of 6 types:  Full Tx, Phase I, Phase II, Invisalign, Limited, and Other, plus the following sub-types:  

• Aligner: Aligner Adult, Aligner Child
• Full Braces:  Full Adult, Full Child, (Full Medicaid)
• Phase 1: Phase1 Aligner, Phase1 Appliance, Phase1 Medicaid
• Phase 2: Phase2 Aligner, Phase2 Appliance, Phase2 Medicaid
• Limited: Limited Adult Aligner, Limited Adult Appliance, Limited Child Aligner, Limited Child Appliance
• Other

We recommend having subtypes for at minimum, adult/child for both Full Braces and Aligner.

Procedures                            

Home > Editors > Scheduling >  Procedures

Gaidge uses Appointment Procedures for the following:

• Initial Exams - Child and Adult
• Observation Patients Seen
• Between Phases Patients Seen
• Repair Visits
• Retention Checks

Deband appointments:  Ensure that your deband procedures are set to update appliance removal dates and update patient status to retention.

Status

Home > Editors > General > Statuses

Gaidge uses Status to identify the following:

• Patients in Active treatment 
• Pre-Treatment Observation
• Between Phases (completed Phase I and awaiting Phase II)
• Retention (completed active treatment).

Do you have separate statuses for Pre-treatment Observation and Between Phases?  Do you have at least one status for active treatment?  

Transaction Adjustments                 

Home > Editors > Financial > Transaction Adjustments

Production adjustments are categorized into 3 categories: Discounts, Write-off, or Other.  Discounts are labeled as Dr. Directed, Family/Sibling, Professional, or Promotional.  Assign a classification of discounts and write-offs where appropriate.  Adjustments with a category of None will be displayed as Other Adjustments on Gaidge if they affect production.  Inactivate any contract adjustments that you are no longer using.  

Custom fields: Origin of Start and Payment Arrangements

In Edge, the Origin of Start field is found on the Findings tab and Payment Arrangement, called Contract Class, is found on the Financial (contract) tab. They are also on the last screen when entering a contract.