Like changing from what your used to, to something new, winvoice is the same pain. That being said, I like the idea, so far, of things being accessable from any computer anywhere.
Slowness is in the form of working on line. Only a matter of some seconds per day.
Entering cases when they come in is more time than I want to spend. I am set up such that I can locate a given case quicker without that part of the program. I always ask for a due date from the office if they call about a case. With that, I know right where to look.
Don't spend time fiddleing where you don't need to. A lot of programs have nice features of this sort, ask yourself if you want to spend the time doing some of these things.
Winvoice has a search feature that will find any patient with just the first few letters of a last name.
As you can see, I put all appliances under orthoi in winvoice. You can place things in other catagories like, Retainers, Fixed, Functional, etc.
We are just used to having it all in a numbered order in one place as that is the way it was with Winvoice Jr., that won't work in Vista, so now we're on line.
I invoice each patient. I use the invoice set up that has the original invoice on the left of the page, and a copy on the right. We use a paper cutter to separte the 2. Gives us hard copy to keep on file. Also, this method prints out Dr, info and patient info on the bottom of the left side. This piece can be cut as well and used for packaging of the appliance. It shows Drs. name and patient name. We seal this in the bottom of a 2 mil. bag, leaving plenty of space to add the appliance on top. Bags we use are 4x6 2 mil.
We also place a small amount of Scope in each case provided there is acrylic, none is added to metal cases. We use a heat sealer we obtained from Paper Mart in L.A. They also have very good prices for boxes and packing and a re available on line as well. Papermart.com I believe.
At the end of each month, we send out a statement. Goes like this....We work for this month, then bill at the end of the month, We allow till the end of following month for payment. We have a small note that says " Please remit by the 20th, thank you".
We do not take credit card payments, we are not interested in giving away a percentage of our work just to have our money right now ( which is still when they decide to pay).
After a short time, your cash flow will settle in. If you don't use this method, that is. Can be tough at first. I started it this way a lond time ago. Maybe old fashion, but it still works for us.
If you ask the guys at Winvoice, they will set you up with the same item, invoiceing, and statements that I use, then you can modify as you wish.
When our work comes in, it goes on a cafeteria tray, large one. Work models are marked with pt. name and placed on top of pres. slip with name and due date visible.
These trays go on a rack designed to hold 8 trays.
Easy rack to make, only needs side rails to hold tray. Whole thing is about 3.5 feet tall and bolts to the wall. Height depends on how much space you want between trays so you can easily check for names etc.
Top tray is what goes out Monday, 5th tray is what goes out Friday. Bottom tray holds work that can't be placed as it is not due yet this week.
I work off these trays. I prep each model as needed and use an ink pencil to mark colors, picture #, and appliance design # on model.
Invoices then go into office for billing, work models are only thing on work tray.
Invoices for each case are laid out on shipping bench and name portion is then sealed in a bag and placed on top of invoice for that appliance.
Makes for easy packing when all is finished.
Mike.
THe scheduling is what sold her on Winvoice. Im a terrible procrastinator and she been trying to put me on a schedule for a long time. I m currently converting an old computer as a strictly case "check in" computer
. Thats a time saver.
