DQB Release 1.44
Here are the significant enhancements to DentaLab for QuickBooks (DQB) in the October 2015 Release 1.44 based on requests and suggestions from users of the system as well as the technical support staff. Unless otherwise noted, these have been applied only to the standard version. This release also includes two enhancements to DentalRx. A guide and the download can be found in the Support/Quarterly Releases section of our website: www.mainstreetsystems.net
Standard Enhancements Applied to Starter Version The following enhancements from earlier releases of the standard system have now been applied to the starter version: - Easier trial extensions
- Close all windows button
- Export case list to Excel
- Cases locked information
Basic Lists – Standard Procedure Item Selection The new control assured that the selection list for items is in alphabetical order when entering or editing a standard procedure. This has been applied to both the standard and starter versions.. Basic Lists – Tooth Shade Indicators, Print List
You can now mark an entry in your Basic Lists Tooth Shades table as active or inactive and whether or not available for use in DentalRx. Custom shades added to the table when in Case Entry will be initially set to active and not available to DentalRx. You can go to Basic Lists-Tooth Shades to change these settings
From the Actions menu on this screen, you can also elect to print a list of your Tooth Shades. Cases Menu: Fast Track to Case by Number This was a feature in the starter version that was well liked and then requested for the standard version as users moved up. To the right of Cases in the main menu, you can now simply enter a case number to directly access the case record rather than going through the case list with its search criteria. Cases Menu: Case Items Sorted This is a new report that provides for selecting and sorting case items for a range of scheduled dates. You can select either the default product group to include all items or one of your other product groups. The report will list each item within the product group with these columns: - Case #
- Scheduled Date
- Customer
- Patient
- Pan
- Shade
- Short Memo
- Qty
The default sort within each item will be scheduled date. You will be given an option to sort within each item by one of the other fields, except for Qty. A subtitle will show the sort field. A total of the Qty column will be displayed for each item.
Cases Entry: Changed Doctor Alert This is a new option to create a customer alert when changing the doctor for a case. The alert will be for the latest customer selected and the user will be able to enter an alert message. Options: Case Setting to Require at Least One Case Item In the section to mark disabled/required case fields, we have added Case Item to require entry of at least one case item. Options: Case Setting to Extend Patient Name Match to Open Cases For the option to search for a matching patient name in Pre-booked, On Hold and Out for Try-in cases when entering a new case, we have added the capability to also search the Open/In Lab cases. If found, the user will have the option to use the case or continue on to create a new case. Options: New Invoice Setting to Automatically Print a QC form We currently have invoice settings to automatically print a label with each invoice and to print a case materials disclosure form with each invoice. This new option provides for automatically printing a Quality Control form to correspond to the invoice. This will work for the standard form or your custom form. Options: New Invoice Setting to Automatically Mark Case as Shipped when Invoiced If you wish to have your cases marked as shipped when they are invoiced, in Options/Invoice Settings you can set a new indicator for this. Note that if this option is set on, the shipped date and time will be automatically set to the invoiced date and time. The ship method will be the one recorded for the case record. If you wish to have more detailed information on shipments such as the tracking number and/or whether quality control was passed, we recommend that you instead use the QC and Ship option. DentalRx- Limit Shade Selection List For selection of a shade by the dental office when entering an online prescription, you can now limit which shades are available to DentalRx by setting an indicator for the shade in Basic Lists-Tooth Shades. DentalRx will check this indicator to determine whether to include the shade in its selection list. DentalRx- Sending Images and Documents Previously in DentalRx, the dental office could send images, files and documents via the Pictures option. DQB would then determine whether to send the transmission to the Images or the Documents storage area for the case by the file extension. So that users better understood that a large variety of files can be sent with a case, this button will be replaced by two separate buttons, one for the Images and another for Documents with guidance as follows: Images will include those with photographic extensions such as JPG. Documents will include all other industry-standard formats defined by extensions such as DOC, PDF, STL, XLS, XML.
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