The flexibility and power of a software integrated into a professionnal management solution in healthcare!

PATIENT WEB PORTAL

• Unique, secure access code for each patient, with a password reset facility.
• Medical form completion is synchronized with the clinic's centralized management system (direct deposit in the patient's document management system).
• View upcoming appointments at any time, with interactive confirmation if required.
• Anytime consultation of upcoming follow-ups and reminders, with triggering of an appointment if desired.
• Display the current balance due in the patient file.
• The interactive consultation of digital documents the clinic shares (invoices, receipts, prescriptions, newsletters, etc.). Secure, controlled document sharing from centralized management.
• Family management is supported by access assigned explicitly to the family member supervising the other members (children).
• Web-based appointment scheduling that can be integrated into the patient web portal, your website or directly into your batch reminder message. The function can be parameterized to give you complete control over the time slots you wish to open on the Web and the categories (nature, type of treatment) of appointments you wish to make available to your clientele.

REFERRING PROFESSIONAL WEB PORTAL

• Allows referring professionals to consult the treatment status of their referred patients. Typically used for exchanges between a specialist and a general practitioner.
• Secure digital document exchange and sharing between two professionals (image, consultation or treatment report).
• Possibility of inserting bidirectional comments between the two professionals to set up a simple and rapid communication platform for the treatment of a common patient.

EMPLOYEE WEB PORTAL

• Allows employees of a clinic or multi-branch group to consult their personal schedules and complete their timesheets. The portal is individual and secure for each employee.
• With a higher user level and access to additional functionalities, each professional can consult their personal planner, including all patient appointments for a chosen period.
• The Employee portal is designed in "Responsive" mode for deployment in "Web" and "Mobile" mode for use on smartphones.

PATIENT FILE

• Automatically-generated, manually-modifiable file number, with the date of creation and last modification.
• Interactive validation of possible duplicates based on a combination of personalized criteria (surname, first name, date of birth, health insurance number). Configurable validation in file "Creation" and/or "Modification" mode.
• Possibility of using an additional physical or computer file reference from another software application. This additional reference can also be used to characterize the patient record quickly.
• Integration of the patient's photo in the file.
• Age is calculated and updated automatically from the date of birth.
• Enter body mass index (BMI) if required.
• Interactive validation of Quebec health insurance number with claim book expiry date.
• Quick location of the patient via "Google Maps" with a single click on the "Address" field. This feature becomes particularly relevant when setting up mobile clinics that go out to meet patients.
• Customized file statuses for efficient management (active, closed, pending, in collection, etc.) and statistical analysis.
• Customizable patient categories for interactive filtering and statistics.
• Quick patient file sorting and search, with dynamic filtration as required, by all key fields in the "Patient" file. Search and filtration with combined criteria is possible.
• Patient appointment attendance statistics are managed directly in the "Patient" file. For comparative analysis, the number of missed, moved or cancelled appointments can be consulted for the current and previous years.
• Definition of the patient's appointment preferences (day and time) for ad hoc consultation during a reminder process, and automatically suggested when using the availability search.
• Display the date of the last and next appointment and call back directly to the patient's file.
• Extended contact details for communication with the patient (the language of communication, home and cell phone, work, email, etc.) with the employer's name and the possibility of defining the patient's order of communication preference. Patient preferences are then used automatically by the software's communication functions.
• Family management is designed around the "Linked contact" concept, enabling different patients to be linked without constraint. Family management, including identification of those responsible for fees, appointments and emergencies. Quick creation of multiple files with the same address to speed up the opening of files within the same family.
• Referral folders for automated sending of thank-you letters or analysis of the effectiveness of advertising strategies.
• Complete management and an unlimited number of insurers per patient.
• Direct visualization of balances to be billed, to be paid and advances for patients and insurers in the Patient file. The display of this financial information is configurable, allowing patient balances to be kept confidential if required.
• Customizable adjustment factors for standard billable rates (e.g. discount, weighting, markup, etc.).
• Three additional "Reference" fields to manage information not covered by the basic patient record fields. Field labels can be customized.
• Up to 99 pages of comments can be entered per patient to retain key information for a personalized patient approach.
• Automated import of records from the majority of other software packages on the market.
• Fast record merging for undetected duplicates.
• Archiving and reactivation of patient records.
• Alphabetical and numerical listing of patient records.
• Contact details file by patient and family for direct merging with external software such as MS-Word®.
• Sample welcome letter for new patients.
• Sample consultation report letter for patient and referrer.
• Sample thank-you letter for the referrer.
• List of managers by patient file.
• List of medical records by patient.
• List of reminders, alphabetically or by date, for various dates, professionals and procedure categories.
• List of patients with no callback or no appointment from a given date.
• Numerical and alphabetical list of archived patient files.
• List of follow-ups to be carried out per patient for laboratory case management.
• Graphical analysis of patients by file reference code, file status, gender, language of communication, city of residence, postal code, age group, seniority, employer, category, professional, referral, clinic visited, family and resource.
• Graphical analysis of monthly creation of new patient files for a given period.
• Graphical analysis of insured patients by the insurance company.
• Graphical analysis of families attending versus the number of single patients.
• Analysis of the number of patients seen and treated for an interval of dates.
• Report results can be emailed to all email addresses in the "Patient" folder.
  
  

BATCH COMMUNICATIONS

• Fast, integrated email and text message (SMS) communication with the patient. Emailing supports Office 365® configuration.
• Batch communications function for communicating with patients and their caregivers (referring professional, scheduler, etc.). Selection criteria enable highly targeted communications. The function offers a sending calendar (task scheduler), enabling communications to be prepared and scheduled for automatic sending at a given date or frequency.
• Letter templates with pre-configured MS-Word® automatic merge for rapidly creating personalized letters for individual or batch emailing in PDF format.
  
  

CHARACTERISTIC AND MEDICAL PROFILE

• A "Prescriber and Pharmacological Assistant" module is available with the software, enabling interactive drug prescribing, among other functions. Once installed and activated, the "Prescription" option can be activated from a patient's file, calendar appointment or treatment record.
• Unlimited management features for defining personalized management and medical profiles per patient. Each feature offers up to 60 customizable information fields and comments for unlimited textual content.
• Implement visual alarms in the patient record (coloured circle), patient list, appointment booking and diary. Each feature has a priority level and a specific associated colour. The colour displayed corresponds to the highest-priority feature in the patient profile.
• The information defined in the basic feature is automatically transferred to the patient profile when the feature is assigned. This approach speeds up the personalization of patient information by having only the new information to add.
• International medical diagnosis codes are integrated into the basic feature table.
  
  

RECALL AND INTERVENTION MANAGEMENT

• Complete task management (CRM) integrated into the software for tracking and managing all types of intervention, such as routine patient reminders, laboratory case tracking, patient receivable tracking, etc.
• Each user has a personal window of pending tasks to complete, with a visual notification when a new intervention is added to the list.
• Define default reminder times by patient, and classify reminders by treatment category or treating professional.
• Batch reminders by email and SMS, with the option of integrating Web appointment scheduling into your message and/or with reference to your patient Web portal if required.
• Traceability information, such as the date and time of the appointment, is retained in the reminder record when the reminder is confirmed by an appointment.
• A calendar availability search is directly activated from a patient's callback to immediately propose the following possible appointment dates.
• Automatic reminder" mode can be activated to ensure a reminder is sent following billing or appointment confirmation.
• Dynamic integration with the "Planner" module's in-person appointment management for automatic reminder confirmation.
• Internal chat system to enhance teamwork efficiency by minimizing travel for information exchange.
• List of pending interventions by the patient.

PLANNER AND APPOINTMENT BOOKS

• A diary can comprise a set of appointment books presenting the schedule of a single resource or several resources combined. A book can, for example, be linked to a given work team. The appointment book design is fully customizable regarding the choice of resources (human and material) and columns (time, occupation, status, appointment category) that can be combined. Each appointment book corresponds to a diary tab that can be quickly activated to move from one context to another, from one work team to another. The order of notebooks within a diary can be customized to group the most frequently used notebooks.
• The presence of a synchronized Kanban console that provides a global view of the clinic at all times, in terms of patients present at the clinic and their stage of treatment (in the waiting room, in the treatment room, at reception for billing). This console enables patients to be moved from one stage of treatment to another with a simple "drag and drop". This console is also fully integrated with the diary's step-by-step time tracking (status) and benefits from the same visual notification capability (flashing) when a scheduled time is exceeded. Linked to the reconciled processing times for each step, the software offers a detailed analysis report by a professional as required.
• Appointment books can be designed for daily, weekly, monthly or specific frequencies, e.g. a view only of Wednesdays each week. The notion of an "Appointment Book" includes several parameters controlling the information displayed: the information displayed in a tooltip on an appointment, the information displayed in the status bar, the information displayed when printing the schedule, the information displayed in the appointment box, the performance indicators in the column headers, etc.
• Access to a planner or notebook can be secured so that it is only available to a specific group of users.
• If several appointment books are used, it is possible to synchronize the navigation date from one book to another.
• Quick navigation by day, week and month, including a back to today button. Presence of a calendar offering navigation by month, by six months, by year and for specific dates. Advanced navigation mode that lets you customize the most frequently used travel interval, e.g. for x days, x weeks, x months and x years.
• Automatic activation of a specific planner for a given professional speeds up activation.
• Possibility of removing the display of an absent resource for the day from the appointment book.
• Possibility of defining a display colour for each appointment category. This colour is applied to the appointment box to quickly identify the nature of the planned treatment.
• Configurable appointment status code associated with a displayed icon to identify the patient's management stage. The appointment status allows you to follow the patient's complete progress from when they make an appointment to their arrival at the clinic and treatment. All stages of communication with the patient can be followed in detail: notified, appointment confirmed, etc. Each status also offers the option of activating a visual attribute, such as an appointment flashing, to indicate a missed deadline (delay) on an appointment. An option allows you to move the patient from one stage to another quickly.
• Colour-coding of the priority profile associated with the patient displayed at the appointment booking and appointment box to quickly identify a particular situation. The profile often acts as a visual alarm (medical condition, frequent absence, payment problems, etc.).
• In the context of paperless management, the presence of a visual indicator at the appointment indicates whether or not the professional note linked to the appointment has been signed by the professional.
• Simply "drag and drop" an appointment, with full validation of the time slot and retention of the initial appointment in the patient's history if required. Standard Windows® "CTRL and X", "CTRL and C", and "CTRL and V" keys also work.
• Visual adaptation option (levelled, compressed min./max.) In the context of multi-resource appointment books with different schedules and/or periodicity.
• Visual indicator (line) showing the current time.
• Each appointment has a tooltip whose content can be configured for each diary. It can display patient and/or insurer balances, advances, patient insurer, age and email address.
• Visual appointment overlap management with a clear display.
• Performance indicators (visible or not) configurable by diary: fees, lab fees, average hourly rate, busy hours and available hours. These are displayed at the top of each column for quick reference. Among these indicators is the "Average hourly rate", which is strongly linked to an annual pre-budget analysis of revenues per professional. This dynamic information can also be corroborated with the detailed analysis of exploratory times offered by the software.
• Possibility of sending emails to patients from their appointments. The system proposes all the patient's email addresses, family members and caregivers to facilitate shared communication.
• From a selected appointment, direct access to the patient's file, profile, treatment plans, historical appointments, treatment records, insurers, reminders, document management, professional notes and other follow-ups (memos).
• Email notification to patient and/or resource when adding or modifying appointments is possible.
• Possible synchronization with Google Calendar. In mobile healthcare, the patient's geographic coordinates can be used to quickly obtain an itinerary from your smartphone.

APPOINTMENT SCHEDULING AND MANAGEMENT

• The software offers Web and mobile appointment scheduling functionality that can be integrated into your website, your patient portal or directly into your reminder message. The function can be parameterized to give you full control over the time slots you wish to open on the Web and the categories (nature, type of treatment) of appointments you wish to make available to your clientele.
• A quick search of patient records by the first 3 letters of the patient's first and last name when scheduling an appointment.
• Interactive management of visits scheduled to a patient's treatment plan when making an appointment. If a patient's treatment plan is active and uncompleted, the system notifies you of its presence and offers you the option of using the predefined visit schedule.
• Batch appointment confirmation by email and SMS in both languages. Upon receipt of the patient's reply, it is dynamically integrated into the diary, and the appointment status is adjusted to inform you immediately.
• Multi-resource appointment scheduling direct to the appointment card or via the availability search function.
• An availability search function that can be activated in "simple" mode for a single resource or for multi-resource appointment scheduling based on criteria supporting different management needs, e.g. workgroup availability (professionals and equipment), appointments in sequence with or without overlap, validation of the presence of an additional professional in case of need without immediately reserving their schedule, etc. In the case of multi-resource appointments, once the date and time have been confirmed, the schedules of all the resources involved are automatically booked.
• Possibility of integrating the patient's time preferences as complementary criteria to the availability search if they are defined in the patient's file. This approach makes it easier to book several simultaneous appointments for the same patient via the preview panel available in the search results.
• Recurring appointment management with the definition of key parameters (start and end dates, frequency for a period, specific day).
• Appointment comment field with an integrated text editor and the ability to track details of patient communications.
• Patient "appointment" statistics (absence, cancellation, travel) are directly available in the patient's file. Information stores current and previous year's statistics for comparison.
• Utility for transferring appointments from one resource to another in the event of an unforeseen professional absence or equipment breakdown.
• Interactive reminder management with appointment management lets you close a reminder when an appointment is booked or reactivate a reminder when an appointment is cancelled. If the reminder was initially defined for a particular resource and/or treatment category, the interactivity between appointments and reminders is even more precise.
• Management of an interactive waiting list, which is constantly validated when appointments are booked or cancelled, in order to propose removal from the list or inclusion on the current waiting list. This feature allows you to define more or less detail by resource, by appointment category and by the clinic, so you can control the level of suggestions (messages) and interactivity you want.
• List of unbilled appointments for a given period.
• List of patients without an appointment or callback from a given date.
• List of appointments (number of patients seen) by period, resource and/or clinic.
• Waiting list by resource for a given period.
• Graphical analysis of appointments by status for a given period (proportion in % and monthly analysis).
• Graphical analysis of appointments by category for a period (proportion in % and monthly analysis).
• Graphical analysis of appointments by status and resource for a period (proportion in % and monthly analysis).
• Graphical analysis of appointments by patient age group.
• Graphical analysis of appointments by the clinic (branch).

SCHEDULE AND RESOURCE MANAGEMENT

• Each human or material resource has its own schedule (presences, planned absences, by a period of the year, etc.) and independent unit periodicity in minutes. If required, the schedule of a given resource can be consulted and modified directly from the planner. A quick open/close option also enables rapid adjustments to be made to the schedule simply by selecting the relevant time slot.
• Each resource can be associated with a category, which can then be used in an availability search to quickly answer a question such as: "Which professional in specialty X is most readily available to see an emergency patient? The number of categories that can be defined is unlimited. The resource category is also used for analysis and statistics.
• Possibility of categorizing a professional's time slots by treatment category. This ensures that only appointments from the same category can be inserted in the time slot in question.
• Possibility of defining workgroups, which can then be used to search for availability and speed up the scheduling of multi-resource appointments.
• Schedules can be managed by branch. An effective approach for a group of clinics wishing to set up a central appointment scheduling system which uses mobile resources - professionals moving from one clinic to another. Scheduling by branch ensures rigorous resource management to avoid conflicts. A patient's appointment at a given branch can only be booked if the resource's schedule is free for the same branch.
• Absences and attendances can be defined as "Exclusive" or not. The "Exclusive" type for an absence eliminates the time slot concerned from available time slots during an availability search. A presence defined as "Exclusive" for one or more categories will only register appointments with the specified category. It is also possible to define a fixed appointment duration for a presence category (time slot) when it is of the "Exclusive" type.
• Possibility of moving appointments from a resource that announces its absence at the last minute to another resource whose time slot is defined as a "Fixed slot".
• Capacity and utilization analysis report for the available schedule.
• Analysis report of operating times and average hourly rates, budgeted and actual, by professional, procedure category and appointment status as required.
• Overall monthly schedule.

PROFESSIONAL NOTES

• The ''professional notes" feature enables professionals to fully document their medical intervention during an appointment. Each note can be associated specifically with an appointment or as a general note to the file. This functionality takes advantage of the CTRL/Smigg platform's complete traceability management to guarantee a robust reference in the event of evidence to be provided in an ethical or civil dispute.
• Initialization of the professional note based on a diagnosis, a treatment plan, or the treatments carried out during the appointment, thanks to abbreviations (groupings) of procedures acting as standard note templates. The automated note can then be adjusted manually.
• Each note is digitally signed by one or more professionals in the presence of supervisors. Once signed, the note is locked, and only erasures and the addition of new information are permitted. An automatic note-locking delay can be configured.
• Additional formatting of the professional's initialized or final note to apply the usual "colour, bold, etc." options to the desired sections of the note entered.
• Possibility of pinning a particular note to the top of the list of professional notes so that key patient information is always visible when the patient's file is opened.
• Fast, dynamic search function for a subject within a patient's notes.
• Possible visual indicator in the diary to warn of any unsigned professional notes.

DIAGNOSTICS

• Various diagnosis codes can be defined and customized for rapid insertion into the file during patient examination.
• Assistant for creating treatment plans based on a given diagnosis.
• Option for rapid transfer of diagnosis codes and descriptions to the professional note for the patient's appointment.
• Confirmation of the treatment of the pathology identified in the diagnosis as and when the appropriate treatment is carried out. This makes it easy to track the progress of treatments and future treatments for each patient.

TREATMENT PLAN

• A treatment plan can be digitally signed by the patient in the clinic, by email for signature at home, or via the patient web portal.
• Printing of treatment plans with criteria to extend their use to different contexts and management needs. For example, to present the initial plan and obtain the patient's informed consent or to report on an ongoing treatment plan.
• Treatment plan visit management, which lets you predefine the sequence of upcoming appointments with details of each planned procedure. In addition, the concept of "procedure groups" also enables a standard sequence of visits to be associated with the procedures scheduled for the group so that a treatment plan can be rapidly defined, from its scheduled procedures to suggested visits.
  
  Planned visits defined for a patient are automatically suggested when an appointment is booked for the patient as a reference and initialization of the current appointment with what was scheduled in the treatment plan. Using a visit, initializes the appointment according to the schedule.
• Basic and alternative plans can be created and managed for presentation to the patient. Unsuccessful plans can be consulted at any time.
• PDF printout of the treatment plan as insurance form for approval by insurers.
• Option to transfer planned treatments to the treatment file at billing to speed up data entry.
• Registration, start and end dates for treatment plan follow-up.
• List of uncompleted treatment plans by patient.
  
  

TREATMENT RECORDS

• Configurable "Object-Component-Act" billing structure.
• Expert treatment coding system with personalized management abbreviation.
• The expert system of interactive validations and definition of clinical constraints guarantees the quality of treatments entered in any patient file and thus avoids the maximum number of issues with transmission to insurers where applicable.
• Manage and distinguish between referring and billing professionals.
• Ten general "Reference" fields are available to manage information not covered by the basic fields of the treatment sheet in particular contexts. The labels of these fields can be customized using the CTRL/Smigg platform's customization functions.
• Analysis of treatment files for statistical purposes.

STERILIZATION MANAGEMENT

• A module for managing the traceability of your medical instrument sterilization, enabling you to quickly identify the potential impact of a sterilization deficiency for a given batch at any time. By including a unique identifier as a trace to the professional note of an appointment via a quick QR barcode scan, it is then very simple to trace all patients who may have been impacted by a questionable sterilization batch.

• Automatic management and creation of a unique physical directory corresponding to each patient file created.
• The document function automatically displays any images and documents present in the patient's physical directory for seamless integration. Any document or image can be transferred to a patient's directory with a simple "Copy & Paste" (e.g. from a camera) and automatically appear in the patient's document management system.
• View and consult the image directly in the software. Full-screen viewing mode is also available.
  Integrated image editor. Available editing functions include rotation, colour correction, contrast and brightness, hue and saturation, graying, embossing, negative, specify, drawing function, annotation, eight filters and a magnification beam. Zoom In-Out and Undo functions are also available.
• Double-click to automatically activate the external image editor of your choice. When the image comes from one of the supported imaging software programs, it is automatically recognized as the specific editor for the image. This approach guarantees seamless integration with specialized external analysis tools.
• Categorization of each image to enable subsequent searches by clinical case type.
• Option to quickly transfer an image (e.g. captured in the treatment room) as a patient photo to the patient's file.
• Professional presentation of images on a black background for presentation to the patient. Navigation is designed explicitly for mouse-only operation with contrast and brightness adjustment. Possibility of printing the group of images, for example, to give the patient a "before treatment" and "after treatment" photo.
• Direct image capture from equipment offers one output type: Composite, Twain, HDMI, USB or Coaxial. Capture resolution is linked to the specifications of the capture card used. Possibility of operating via a foot pedal system to maintain freedom of hand action during processing.
• Accelerated image capture protocol via pre-configured sequence capture templates operating from a footswitch. Each image capture can be automatically linked to an object to enable geophysical representation (position on the body). All captured images are automatically saved in the physical directory of the patient file.
• Functionality for importing images and digital documents into a patient file, with the flexibility to define whether or not the import should impose image categorization (classification).

INVOICING STANDARD AND CUSTOMIZED PRICE GUIDE

• Notions of rate guides grouping together a set of procedures. An unlimited number of rate guides can be defined and managed. A rate guide can be associated with a specific insurer. Several reference fee guides are supplied with the software.
• Management of previous and current fees for procedures billed according to the treatment date.
• Possibility of associating a specific fee guide with a professional to minimize procedure entry errors in the file.
• French or English description per procedure for automatic invoice personalization according to patient's language.
• Procedure categories for professional fee analysis.
• Abbreviation code for each act to speed up the data entry process when encoding treatments.
• Definition of personalized procedure groups for faster entry of multiple procedures in the file.
• Highly flexible price configurator for modulating the basic procedure price according to different billing profiles: territory, branch, payment method, procedure or patient category, targeted rate guide, etc. Once the profile has been established, the price can be modulated according to different criteria: for a period or a day (e.g.: promotion), as a fixed adjustment or as a percentage of the amout, with possible price ceilings and floors, etc.
• Batch price update utility for procedures in one or more rate guides, or for a certain procedure category in a guide. The utility operates either in terms of adding or removing a fixed amount, or according to a positive or negative % increase in historical rates.

INVOICING AND INSURANCE

• Quick and easy billing and payment for most basic cases (direct payment, credit card, cheque, etc.) with invoice and payment credit for quick correction or cancellation if required.
• Partial or full billing and payment for procedures ready for billing or payment by simple selection.
• Special billing and payment for a detailed breakdown of any combination of billing and payment methods. This option can be used, for example, to generate recurring income (income averaging) over several months, and to generate a series of post-dated receipts (pre-authorized payment, series of post-dated checks, etc.) in a single operation.
• Production of standard or customized bilingual insurance forms and invoices, in PDF, pre-printed or directly on white paper.
• Production of invoices or receipts that can be automatically separated by branch when invoicing or payment involves several branches. The documents produced therefore respect the image of each clinic where applicable.
• Management of balances to be billed by procedure to quickly identify any treatment in progress that has not been billed. A procedure or file item can have three statuses: to be billed, in progress and fully billed. An analysis of all treatment files can be quickly launched to list all treatments not yet billed or in progress (balance to be billed).
• Automated management of taxable and non-taxable procedures and items. Management with full integration with CTRL/Finance for automatic printing of government remittance reports at the end of the period.
• Management of internal and external laboratory costs. Automated calculation of internal laboratory costs to qualify for input tax credit (ITC) refunds.
• Billing management by family.
• Interactive transmission with several insurer networks integrated into the software. Over 100 insurers are supported. Support for coordination of multiple insurances when allowed by the insurer, sending digital documents to the insurer and the possibility of simultaneous transmission on two different networks.
• Use and billing of inventory items managed by CTRL/Product (orthotics, botox, drugs, etc.) simultaneously with the billing of medical procedures. The software supports specific inventory management by branch (warehouse) via the professional associated with billing, who can himself be associated with a branch by default.
• ''History" option for consulting a patient's accounting history at any time. Global or per treatment consultation is available. A simplified work view also makes it possible to quickly correct a past billing, e.g., transfer an insurance balance to a patient balance, or quickly adjust an amount.
• Management of professionals paid on a percentage basis, with report calculating discounts to be remitted.
• Advance payment management with date of availability of funds and suggested progressive use for each invoice until the advance is used up. The notion of advances can be used for rigorous gift card management. Each gift card corresponds to an inventory item with its own unique card number, which is used as a reference when used for payment.
• Analysis of patients on the agenda, but not billed for a date interval, in the presence of the "Agenda" module.
• No need to close a day, as CTRL/Clinic is fully transactional.
• Accounting fully integrated with CTRL/Finance. Operated in simple mode, the manager obtains financial statements for the clinic structured, for example, by treatment category.
  
  Used in advanced mode for a group of clinics, CTRL/Finance enables the production of financial statements by professional and/or by branch (profit center), in addition to offering the possibility of full consolidation of financial results for the banner. Accounting integration between CTRL/Clinic and CTRL/Finance is highly flexible, thanks to the concept of an accounting distribution table, which enables a very precise breakdown of revenues and expenses.
• Default deposit number by modality for simplified bank reconciliation management with CTRL/Finance.
• Analysis of summary fees by month with three interactive drilldown levels. The first level of information provides a summary by month, the second by date and the third by patient.
• Analysis of daily fees sorted by patient and modality, with two presentation formats: horizontal or vertical.
• Income and revenue by period, by treating professional, by billing manager and by billing modality. Two presentation modes per modality are available: vertical and horizontal.
• Customizable accounts receivable age list (Current-30-60-90, etc.) by patient and insurer.
• Account statements in the form of a standard letter or form with or without detachable parts (French and English).
• Production of statements of account by patient or by payer (e.g. father or mother). It is possible to exclude specific patients from the automatic sending process. For example, you can exclude patients who have submitted post-dated cheques when sending statements.
• Production of account statements by branch.
• Production of tax receipts enables the output of all receipts associated with members of the same family. Documents can be produced in PDF format for e-mailing, or sent to the patient via a shared patient portal.
• Global graphical analysis of fees per month for a given period.

ACCOUNTS RECEIVABLE AND STATEMENTS

• List accounts receivable and statements of account at any historical date, thanks to the software's recursive transactional structure.
• Manage accounts receivable by patient and insurer. If required, the software's structure enables you to send a statement to any insurer that owes you money for a group of patients.
• Automated reconciliation of RAMQ statements. This function retrieves and analyzes the RAMQ electronic statement of account to suggest all necessary payments and credits.

This module for managing the traceability of your sterilization protocol supports a complete management of all the components involved in the process, among others:

• Definition of authorized users
• Definition of sterilizers used
• Definition of your sterilization sets, kits by type of treatment or by grouping of similar materials
• Identification of loading and unloading users
• Possibility of specific notes per sterilization batch
• Unique code (Datamatrix/QR) per sterilization batch reproduced on physical label
• Access to sterilization log for each sterilizer
• Association of a “Kit - Patient” trace for a traceability search in the event of an issue

This Web module is completely autonomous and can operate in the presence of any other medical management software.

However, in the presence of CTRL/Clinic, the latter already includes the analysis report and rapid identification of the list of patients who may have been affected by a sterilization issue on a specific batch.

DENTAL CHARTS AND IMAGING

• Operative dentistry odontogram with three references: Permanent Dentition, Primary Dentition and Mixed Dentition. The software automatically retains the last vision activated for the patient.
• Evolutionary odontogram for chronological and visual analysis of the evolution of a patient's oral situation, annotations and treatments carried out over a desired time interval (visits). The start and end dates of the analysis can be moved interactively forward and backward to visualize the evolving information.
• Patient photo and age-integrated with a personal dental chart for immediate validation of selected record.
• Intuitive support for the operative sequence: Examination, Diagnosis, Treatment Plan, Treatments and Prognosis.
• Dental diagnosis is quickly performed and reconciled to the record via visual symbol encoding. Library of codes and visual symbols for dental diagnosis, covering the most common dental health problems (decay, bleeding, recession, fracture, mobility, etc.), with the option of adding personalized symbols. Rapid transfer of the diagnosis to the professional note associated with the appointment, if required.
• Rapid transfer of the completed diagnosis to the professional note associated with the appointment for clinical documentation.
• Identification and distinction of complete examinations (initial).
• Assisted and rapid conversion of diagnosis into treatment plan.
• PSR support and/or periodontal pocket readings and history by examination date.
• Interactive, complete periodontal examination form.
• Separate or combined graphical consultation of the initial situation (history), treatment plan and treatment record.
• Insertion of ad hoc drawings and visual annotations to the dental chart at any time.
• Encoding is supported by procedure abbreviation codes (e.g. CP - Composite), which then display the possible valid procedures according to the pre-selected teeth and surfaces.
• Preparation of treatment plans with single or multiple procedure encoding based on the odontogram.
• Single or multiple encoding of procedures performed during a visit and to be billed for immediate invoicing from the chart or for finalization of the process by the administration.
• Support for "procedure groups" to speed up procedure encoding.
• A specific graphic symbol for each procedure abbreviation, with the option of customizing the symbolism.
• Full integration of the dental chart and imaging module for interactive visualization of digital images associated with a particular tooth. A visual attribute indicates the presence of an image (radiograph, intraoral, etc.) associated with a tooth.
• Specific, chronological textual annotation on a given tooth. A visual attribute indicates the presence of a note on a specific tooth, and a tooltip presents the annotations in descending chronological order.
• Customizable colours associated with different patient management stages ("Treatment", "Treatment Plan," and "History") are defined globally or specifically by abbreviation code.
• Compatibility with touch screens and "Pen-Based" to enable full module operation by finger or digital pen.
• Printout of the clinical chart for internal use or communication with the patient.
• Insertion of the dental chart in the printout of the complete patient file.
• Seamless integration with the following specialized digital radiography and imaging software: Digora®, CADI®, Image FX®, Carestream®, VxWin®, Trophy®, Sidexis®, Adstra®, Dicom®, Dexis®, ProImage®, CaptureLink®, Dent-X®, CliniView®, Schick®, Florida Probe®, MyRay® and iCAT®.

OPTOMETRIC EXAMINATION

• Entry of standard optometric examination measurements (Prescription per eye, astigmatism value and orientation, etc.) specific to each patient's examination.
• Complete optometric history per patient can be analyzed at any time, as there is no limit to the number of examinations that can be kept on file.
• Printout of examination form.
• Print prescription form for lens preparation.

All CTRL software products benefit from the complementary functional capabilities of the powerful CTRL/Smigg platform, including the following key features:

• Design of customized working environments (window layout) per user, with the option of operating multiple screens with floating windows.
• Information and functional security management to meet the most stringent requirements for protecting sensitive information.
• Customization of any report via an integrated report generator.
• API and Web interface available for integration with complementary external applications.