End of Year Data Check

It’s the End of the Year Gaidge Users!

It’s a great time to make sure your software is set up to help to you track items as efficiently as possible. If you are making changes, please make sure your Gaidge mapping is updated as well! (You may need to contact us for help)

We track our data from different areas depending on your software.  Here’s what matters to Gaidge by software:

Uses Gaidge Codes to tell Gaidge what to count where:

• Appointment or Transaction types - New patient exams, Observation and Between Phases checks, Starts, Debands,Emergencies/repairs and Retention checks (must be entered in either APPT or PROC driop-down field of treatment card)
• Patient statuses - Observation and Between Phases, Active and Retention
• Referrals – these come from Relationships – all must have a gaidge code assigned

Be sure that all transaction types have Affects Production checked!

Uses mapped adjustments, appointments, appointment statuses, patient statuses and treatment types

• Adjustment Types – discounts and writeoffs
• Appointment Types new patient exams, emergencies/repairs, retention checks
• Patient Status – Active, Observation, Between Phases and Retention (by tx type)
• Treatment types – Full, Aligner, Phase1, Phase 2, Limited, Other

Make sure all Charges, Treatment Discounts and Adjustment types affect production (if an option) 

Any changes must be mapped under Edit → General → Category

Uses Procedure Codes and Patient Statuses to track key practice indicators

• Procedure Codes - Exams, Observation and Between Phases checks, Starts, Debands, Retention checks and Repairs (emergencies)
• Patient Statuses – Observation, Between Phases, and Active

All changes must be mapped in Setup

• Appointments – Exams, Observation and Between Phases checks, Repairs and Retention checks
• Phase – treatment starts based on classifications
• Status – Observation, Between Phases, Active and Retention
• Transaction Types (Adj) – Discounts and Writeoffs

Adjustments and Phases must be classified, appointments and statuses must be mapped. Make sure deband appointments prompt to update Actual Appliance Removal

• Schedule Procedures – Exams, Observation and Between Phases checks, Repairs and Retention checks
• Treatment – treatment starts based on classifications  
• Status – Observation, Between Phases, Active and Retention
• Transaction Adjustments – Discounts and Writeoffs

Adjustments and Treatments must be classified, schedule procedures and statuses must be mapped. Make sure deband appointments prompt to update Actual Appliance Removal