• The patient file number is present in the list of default columns of the waiting list.
• The "Professional Notes" functionality allows additional formatting of the professional's initial or final note. This is the possibility of applying the standard options of "color, bold, etc." to the desired sections of the entered note.
• A management parameter is used to display the square, which indicates that a note is signed on an appointment.
• For compliance with usual safety rules, once entered or modified in the patient file, the "Web authentication" field is replaced by dots when the file is saved.
• It is possible to integrate the Kanban Patient console into a work environment.
• It is possible to pin and keep a particular note at the top of the list of professional notes, which allows you to constantly see any essential information about the patient when opening their file.
• It is possible to add the body mass index (BMI) to the ''Patient'' file.
• The historical notes kept in each treatment file's commentary have been migrated to the "Professional notes" functionality that supports electronic signature and traceability. Each migrated professional note will be automatically associated with an appointment if it is possible to do so based on a match between processing dates and historical appointment dates.
• It is possible to print a clinical note even when it is locked.
• Inactive users and the user themselves are not presented in the configuration of users authorized to use a digital signature of a third party.
• In the elements of context, we find ''1801'' for the period of morning supervision activities, ''1802'' for the period of afternoon supervision activities, and ''1803'' for two surgeries performed simultaneously in role 1.
• A database merge utility is integrated to centralize the databases of two clinics that use the same patient record numbers for different patients. The case is usual when another clinic acquires an existing clinic and wishes to centralize the information. Thus, the utility ensures that patient files are grouped by assigning them a unique file number in the new centralized clinic context. It also restructures document management in the same operation.
• It is possible to automatically insert a pre-authorized digital signature to a form when it is printed and manage the authorizations to use digital signatures according to the current user.
• The window for associating a professional note with an appointment has been redesigned to ensure uniformity of the windows.
• The window for linking an appointment to a professional note displays the appointment category to facilitate association.
• It is possible to activate or deactivate a filtration per professional in the professional notes.
• The sector of activity is mandatory in the presence of a hospital establishment.
• The required signatures have been highlighted in the professional notes in order to clearly see whether a note is signed or not.
• Improved patient management allows you to check for duplicates when creating new files, as well as for modifications.
• It is possible to customize the display of financial information; keep the balances of your patients confidential by hiding the "patient balance" and "third party payer balance" fields in their file.
• Quickly identify the active record on your workspace with a visual indicator (text written in royal blue), which makes the selected record stand out. This indicator can also be customized to change its font, size and colour. 
• The patient file is integrated with Google Maps. Do you wish to offer services at home or even transportation to the clinic? Click on the patient's address to immediately see their location.
• Bilingual software. Users can work in their respective languages simultaneously.
• Automatic or manual file numbering.
• Management dates of creation and modification of patient records.
• Integration of the picture of the patient.
• Customized management reference by files, such as ''smoker'' or ''medical warning''.
• Customize columns to the list of patients thanks to the function "Configure" of CTRL/Smigg.
• Sort and quickly search patient records by using any field in the patient's file.
• Validation in the creation and/or modification of a record where similar data exist.
• Visual indicators of attendance showing the number of missed appointments, moved or cancelled (current year and previous year).
• Displaying the date of the last and next appointment directly to the patient's file.
• For a personalized client approach, it is possible to add up of 99 pages of text for each patient.
• Customized file status for efficient management (closed file, debt collection, etc.).
• Indication of the patient's employer.
• Management of person in charge of billing, appointments and emergencies.
• You can add the phone numbers at home and at work (with extension) of the patient or the person in charge.
• You can communicate with your patient online.
• Assignment of a referent for sending automated letters of appreciation or analysis of the effectiveness of marketing strategies.
• Two professional referents per patient.
• You can enter the patient's preferred language in their file to send them customized mailings according to their needs.
• Automatic update of age with birth date.
• Interactive validation of the health insurance number and the expiration of claim book.
• Three additional "Reference" fields for the management of information not covered by the basic fields of the plug patient. These field labels can be customized using customization of the platform the CTRL/Smigg functions.
• Complete management and an unlimited number of insurances for each patient.
• Customized patient categories for marketing profiles.
• Default factor for automatic adjustment of billed fees for special files.
• On-screen display of balance to be billed or paid, and of advances.
• Filing and reactivation of inactive patient files.
• Medical file with customized codes and up to 99 pages of text.
• International diagnostic codes integrated into the basic illness table.
• Quick creation of multiple records with the same address for patients from the same family.
• Family grouping.
• Automatic import of files and data from other competing software.
• Integrated letters with automatic merge with MS-Word for a simple sending or batch of letters to customers.
• Utility to allow a rapid merge of duplicate records for the same patient.
  
  

Medical Profile

• A "Prescriber and pharmacological assistant" module is available with the software and allows, among other things, the interactive prescription of drugs. Once installed and activated, the "Prescription" option can be activated from the patient file, an appointment in the agenda, and a patient's treatment file.
• It is possible to add an event type and an event date for a RAMQ surgical procedure.
• It is possible to add an event type and an event date for a surgical act.
• It is possible to define the Body Mass Index (BMI) in the context, among others, of specialists in oral surgery.
• Management of unlimited profiles to define customized marketing for each patient.
• Visual alarms in the patient file (coloured circle), in the list of patients, and appointments. Each feature has a priority and a specific colour associated. The colour shown is that associated with the characteristic profile with the highest priority.
• The information defined in the basic characteristic is automatically transferred to the patient's profile when the characteristic is assigned to it. This approach can accelerate the process of entering new information to add.
• Each characteristic and profile page allows the seizure of approximately 99 pages of comments. A rich text editor allows editing of quality such as MS-Word.
• The international codes of medical diagnostics are integrated into the table of basic characteristics.
  
  

Batch Communication

• Sending report results by email provides all the email addresses available in the "Patient" file, including those of the family and those of those responsible for the file. This improvement speeds up communications with your patients and third parties by avoiding validating and recording the targeted email address (copy and paste) before using it for sending when producing a report.
• RAMQ changed the TLS protocol version, so it was adjusted in the communication protocol.
• The email message sent during a "Follow-Up" communication has been improved.
• Sending emails supports the configuration of Office 365®.
• The batch communication function has been improved to allow you to communicate not only with your patients but with their accompanying contributors as well (referring professional, appointment manager, etc.).
• Create targeted communications with the selection of criteria. 
• Email type to a target group of patients or just involved in his file as well as the resources of the clinic. All, with or without the addition of follow-up memo.
  
  

Follow-up and Interventions Management

• You can define the number of months for a follow-up, for each patient.
• Recall classification by type of treatment or by professional.
• Traceability information such as the date and time of the making of appointments are kept in the file of the recall during the confirmation of it by taking an appointment.
• Search for Availabilities in the agenda can be directly activated from the follow-up of a patient to immediately propose the next dates of appointments available.
•  Function for "Automatic Reminder" for recall, definable per patient with three options of automatic registration of a reminder: After making an appointment, following any billing or automatic registration.
• Management of laboratory cases.
• Management of the follow-up for the accounts receivables.
• Centralize the management of any intervention in a single window for pending interventions. This will allow the elimination of paper reports to manage a patient's follow-up. 
• Increase the efficiency of teamwork with the internal messaging system that minimizes the moves related to the information exchange between everyone. 
• Dynamic integration with the management of appointments and the "Agenda" module for the confirmation of the automatics recalls.
  
  

Document Management

• The merging of duplicates performs the merging of the document management of patient files in merged mode.
• An adjustment was made to the positioning of the pre-signature on the dental insurance form.
• Automated creation of a physical directory for each patient record.
• Integration and conservation of images, documents, audio or video files to the documental directory of the patient.
• Documents from any source can be centralized to facilitate and expedite their consultation. The "Documental and Imaging Management" module automatically displays any document or image in this patient's physical directory. This option, therefore, makes the use and integration of a standard digital camera, an external imaging software, a digital pan, very transparently.
  
  

Main Reports

• Medical report for each patient.
• Direct printing of the "Mardent" form.
• Labels for the physical files or for sending mails, per patient and per family, for referent or for the recalls.
• Mailing envelopes for the patient or the referent.
• Alphabetical or numerical list of patient files.
• File of the coordinates per patient per family for a direct fusion with external software such as MS-Word^TM.
• "Welcome" letter to the new patient.
• Letter of consultation report for the patient and the referent.
• Standard letter of thanks for referrals.
• List of the each responsible for each patient record.
• List of medical records per patient.
• Patient analysis according to file status.
• List of recalls by period, resource, clinic or treatment categories.
• List of medical files per patient.
• List of patients without a follow-up.
• Numeric or alphabetic list of the archived patient records.
• List of follow-ups per patient for lab management.
• List of pending interventions per patient.
• Graphical analysis of patients by reference code, by file status, gender, language of communication, city of residence, postal code, age, seniority, employer, category, professional, reference, clinic, family and resource.
• Graphical analysis of the creation of new patient records for a period.
• Graphical analysis of the insured patients, per insurance company.
• Graphical analysis of families attending the clinic versus the number of patients alone.
• Analysis of the number of patients came for a consultation and patients treated for a date range.
• All analysis reports provide various forms of graphic: pie chart, curve and histogram.

• It is possible to modify the billing manager and/or the processing resource of an act in the processing file without the need to credit the act.
• When applicable, registration of the sector of activity is mandatory on the "RAMQ" tab of the treatment file.
• Management of planned visits in the treatment plan allows for more flexibility to facilitate the managing of treatments (procedures) which take place across multiple appointments.
• A combined report of the base plan and any alternative plans for presentation to the patient allows you to confirm informed consent. Unused plans can be revisited at any time if needed.
• Do you manage treatments and products which are both taxable and non-taxable, depending on whether or not they were prescribed? The application allows you to automatically manage taxes in this context.
• Expert system of treatment encoding with customized management abbreviations.
• More than 15,000 validation rules to ensure the integrity of the encoding and the ability to create your own validation rules. The software also allows you to copy the rules of a given code of procedure to transfer them to another similar procedure.
• Included main fee guides, among others: ACDQ, RAMQ, Dental Specialists, SSNA, FHDQ, Denturologistes du Québec, Denturists, General Practitioners and Specialists, Audiologists, Optometrists, Dental Society, Welfare, NIHB, ODA, DAC, SDNB, FDSQ, and CINOT.
• Included modalities, among others: ABC, ACCORD, PBAS, GLOBAL, TELADJ, La Capitale, Union-Vie, and Bilsland Griffith Benefit Administrators.
• Management of previous and current rates of procedures to billing.
• Management of internals and externals laboratory costs. Automated calculation of internal laboratory costs to be eligible for the refund of an input tax credit (ITC).
• Automation of a treatment note (protocol) predefined and customized by type of treatment that will be kept in the procedure, as part of a management paperless patient record.
• Procedure description in two languages for a personalized billing for each patient.
• Category of procedure for analysis of professional fees.
• Management and distinction between the treating professional and the billing professional.
• Fast encoding of the treatments thanks to the group of procedures configurable.
• Encoding by "List" or "Record" mode, configurable for a maximum of flexibility and efficiency depending on the context of management. The approach by "List" allows to speed the encoding procedures on the record while providing a global view on all treatments.
• Creation and preservation of the history of the patient's initial situation, on their first visit.
• Complete integration with the "Clinic Chart" module for a graphic procedures entry.
• Up to 99 pages of text by procedure, in a patient's file and in the treatment schedules for technical documentation.
• ''History" option, which presents the portion of the historical accounting related to the specifically selected treatment.
• Ten "Reference" fields are available to handle general information that is not covered by the basic fields of the form processing in particular contexts. The labels of these fields can be customized using the customization feature of the platform CTRL / Smigg.
• Interlogiciel integration with CTRL/Product. It is possible to operate the bar code reader to the page processing to accelerate the entry of inventory items.
  
  

Treatment Plan

• Generated in PDF form, the treatment plan can be signed quickly and directly on screen at the clinic or emailed to the patient for signature at home.
• It is possible to modify the 'Resource' and/or 'Responsible' field of the treatment file even if the treatment is invoiced. When saving after the modification, the system will automatically trigger a credit and a new billing to adjust according to the change made. Please note, however, that it is not possible to do this for an act of the RAMQ.
• The treatment plans window has been redesigned, among other things, to reposition the header at the top of the '' Details '' component in the combined window.
• The opening of the ''serial number'' field has been optimized in the treatment file form. This field is presented when CTRL/Clinic is integrated with CTRL/Product.
• The standard report for printing treatment plans includes several criteria to extend its use to different contexts and management needs. For example, to present the initial plan, show a treatment plan according to its current date (progress), and even support treatment plans as a communication link between the room and the secretariat for billing.
• Ability to create multiple treatment plans for each patient.
• Configuration of scheduled visits from the treatment plan for maximum automation when creating an appointment.
• Printing the form of insurance for approval from insurers.
• Automatic transfer of treatment plan to billing. No redundant data entry.
• Dates of registration, starting and ending times for monitoring of planned treatments.
• 99 pages of comments by treatment for additional documentation.
  
  

Billing and Insurers

• The CAPITA modality has the description “La Capitale/Beneva”.
• For hygiene and saving paper reasons, it is accepted that clinics transmit the insurer's response (EOB and ACK) in a non-editable format other than the printout. It is thus possible to send the insurer's response by e-mail to the patient.
• Following the ADC and ACDQ decision, the social insurance number (SIN) was removed from insurance forms.
• Desjardins insurance (AVDI) accepts coordination of benefits, benefit cancellations, and treatment plans.
• It is possible to submit claims for compensation to the Bilsland Griffith Benefit insurer (BGBA modality).
• The insurance form no longer has the notion of "social insurance number".
• Sidexis version 4 is supported by the software.
• The simplified billing history functionality supports adjustments in the presence of an advance payment of the patient.
• The ''Advance'' selection criterion in the ''Global Receivable Fee'' report (DS000471) is used to define whether the advance balance must be included in the patient balances, excluded from the patient balance, or displayed separately from the patient balance.
• An adjustment has been made to eliminate the double reminder message when an invoice is cancelled due to an error, and a new invoice is redone.
• An adjustment to the credit process has been made to eliminate the possibility of mistakenly creating a second follow-up for the same invoice.
• The simplified history window offers a "Detailed history" option which lists the complete detail of all the accounting operations linked to the patient's billing.
• It is possible to transfer an insurance balance to a patient balance with the simplified history work window, an option as simple as modifying (double-click on the field) the "Insurer" modality displayed in the history by the "Patient" modality of your choice.
• In the presence and in integration with the CTRL/Product software, the Clinic software makes it possible to assign the invoicing of items by inventory company according to the resource associated with the invoicing to the patient's treatment file. This option adds management flexibility in multi-branch and multi-warehouse contexts.
• The software allows the use and invoicing of items managed and integrated in inventory with the "Product" inventory software to be broken down into different inventory and accounting companies. This allows specific inventory management by branch (warehouse) via the professional associated with invoicing, which can be associated with a branch by default.
• It is possible to determine a specialty for a resource. When entering an act at the RAMQ, the system will check whether the guide corresponds to the specific specialization.
• Simpler and more accessible, the billing and payment window has been completely redesigned to make more visible the process steps. Similarly, the modality selection window has also been completely redesigned. Using the full potential of billing will be more instinctive than ever.
• Invoicing quick and easy for the majority of cases: money, visa, check, etc.
• Special billing detail for use any combination of payment methods.
• Electronic billing to insurers (CDAnet, RAMQ, ITRANS, NetPlus). Lot billing for RAMQ (TIP-I). More than 100 insurers are currently supported.
• Family management billing.
• It is possible to include up to two special RAMQ considerations for the same treatment.
• Billing and payment by procedure for accurate income and revenue. Fundamental in the context of a single patient treated with several different professionals.
• Possibility to enter a quantity for the dynamics multiplication of the rate of a procedure.
• Management of professionals paid by percentage.
• Possibility of partial billing (or zero) with partial payment (or zero) for the management of current treatments and income averaging.
• Ability to choose what will be printed on the form of insurance, whether it is a total amount or an amount charged.
• Automatic registration of a recall after billing.
• Management of post-dated cheques.
• Automatic generation of transactions to accelerate the entry of the payment (ex.: 36 post-dated checks).
• Balances management by deed to quickly identify any unpaid billing.
• If you need to correct or cancel a payment, you can effectuate a credit.
• The "call center" function of the software allows operating in a billing agency. The interface used by this function contains critical information in a minimum of screens dedicated to billing and electronic transmission to insurers.
• Management of advance payments with the date of availability of funds.
• Tax management by procedure with full integration to CTRL / Finance for the automatic printing of "Taxes to pay" reports at the end of a period.
• Use the validation utility to check the patients who were not charged for an appointment. 
• Detailed accounting of patient history with the ability to filter according to the treatment history.
• No closing day is needed; CTRL/Clinic is fully transactional.
• Print invoices, receipts and insurance forms depending on the number of copies requested by the patient.
• Reprint invoices and receipts as required.
• Reprint reports of remote transmission according to the insurer.
• Printing of tax receipts at year-end.
• Enter the amount received with automatic calculation of the amount to give to the patient.
• Configure the compatibility distribution for maximum flexibility in the generation of financial statements CTRL/Finance, for example, incomes per professional or by category of acts. Ability to operate a resource accounting or branch accounting in the context of professionals who are working in several different branches.
• Default deposit number, per modality for simplified management of the bank reconciliation with CTRL/Finance.
• Insurance forms and invoices bilingual standard or custom pre-printed form or directly on white paper. Printing on white paper included, along with billing information, the contours of the standard forms of invoice, receipt or insurance. The selection of a particular format can also be done from the window summary billing.
• Possibility to produce of invoice or receipt automatically separated by branch when billing or payment involves several branches.
• Printing duplicate insurance forms as required.
• Interlogiciel integration with CTRL/Product. In the context of inventory management, it is possible for clinical health care to simultaneously charge treatments and items in the CTRL/Clinic inventory.
  
  

Receivables and Account Statements

• The production of receipts for tax purposes allows the output of all receipts associated with members of the same family.
• A window for viewing and managing a patient's billing history simplifies corrections thanks to several possibilities for direct and simplified adjustment of information with an accounting impact without the need to proceed by credit and re-billing.
  This working window, which directly replaces the working window known in the past, is designed to apply all the transactional changes necessary to maintain and guarantee accounting integrity while allowing the user to make a single transaction.
  One possibility with the introduction of this window is the immediate change of the payment method. For example, to change a payment method from "MASTER" to "VISA".
• Reconstitution of account statements to any transaction data stored in the software.
• Management of accounts receivable by patient and insurer. The structure of the software even allows you, if necessary, to send account statements to any insurer who owes you money for a group of patients.
• Function to automated reconciliation of RAMQ statements. This function retrieves and analyzes the state of the electronic account of the RAMQ to suggest all payments and credits required. From a working window, it is possible to clarify or confirm a particular action. The software automatically performs all the adjustments (cuts) needed by generating payment transactions and credit for the treatment of the statement. Therefore, management of special cases is no more file by file but in a unified window. The treatment of special cases is faster.
• List the age of personalized accounts.
• Sending or not a statement of account is configurable to allow to exclude patients desired from the process of sending automatically.
• Possibility to exclude patients who gave post-dated checks when sending account statements.
• Printing of statements, by patient or by the person in charge of the payment (ex.: father or mother).
• Printing of statements, by branch.
  
  

MAIN ReportS

• The Time Analysis by Status report has a capacity analysis section available in the summary and detailed versions. This key report analyzes operating times and hourly rate statistics per professional.
• The 'Advance' selection criterion of the 'Global Receivable Fee' report (DS000471) is used to define whether the advance balance must be included, excluded or displayed separately from the patient balance.
• Detailed treatments by patient.
• Detailed treatment plans by patient.
• For each patient, you can have the list of treatments included in the treatment plans that were not completed.
• Summary analysis of the fees per month with three levels of interactive drilldown. The first level of information provides a summary by month, the second by date and by the third patient.
• Analysis of sorted daily fees per patient per modality, with two presentation formats: horizontal or vertical.
• Analysis of fees by invoice.
• Income and revenues by period, professional, responsible for billing and billing modality. Two modes of presentation forms are available by arrangement: vertical and horizontal.
• Statements of account in the form of letter or form with or without a detachable part (French and English).
• Incomes and receipts by period, treating professional, person in charge of billing, and billing mode.
• Graphic analysis of fees by category of acts.
• Graphic analysis of fees by fee guides.
• Graphic analysis of fees by reference source.
• Graphic analysis of fees by the status of patient records.
• Graphical analysis of the monthly distribution of fees by treating resource.
• Graphical analysis of the monthly distribution fees by person-in-charge of billing.
• Graphic analysis of total fee for a period.
• File analysis of treatments for statistical purposes.
• Billing history, by date or invoice, per patient.
• RAMQ claims per period.
• Analysis Report of eligibility for the refund of the input tax credit (ITC) related to the cost of internal and external laboratory.

• It is possible to use the physical reference field to open a patient file in the CADI imaging software.
• The “Physical reference” field of the patient file is used for the integration bridge with the “Cadi” imaging software.
• When the file number in the "Dexis" and "Carestream" external imaging systems is not the same as the one in the Clinicsoftware, it is possible to define an equivalent number.
• A "CareStream" software link is available.
• The CADI software bridge has been improved to speed up the creation of new files when a patient is present.
• You can directly capture images from equipment with one of the following types of outputs: S-Video, Composite, Twain, USB or Coaxial, and adjust the image resolution according to the needs and size of the file required.
• The software can capture and store any images by automatically saving them in the physical directory of a patient's file. The image is automatically labelled according to the following format:  "FileYYYYMTMD-00X" (Y=Year, M=Month, D=Day and X=Sequential number).
• The capture process operates using a foot pedal system for hands-free use.
• Viewing and consultation of an image directly in CTRL/Clinic. Full-screen view mode is also available.
• The integrated image editor includes various editing features, such as rotation, colour correction, contrast and brightness, tint and saturation, grey out, embossing, negative, refine, drawing function, inserting a note, eight filters and enlargement. "Zoom In/Out" and "Undo" features are also available. 
• Thanks to the document management feature of the "Patient File" module, the imaging module automatically displays any images and documents in a patient’s physical file for seamless integration. Even an image that has not been captured by the software, for example using a simple “copy-paste” transfer to a file, automatically appears when the function is activated. The following image formats are supported: TGA, BMP, TIF, JPEG, PCX, GIF, DCX and others.
• Seamless integration with the following imaging software and specialized digital X-rays: Digora^TM,  Image FX^TM, VxWin^TM, Trophy^TM, Sidexis^TM, Adstra^TM, Dicom^TM, Dexis^TM, ProImage^TM, CaptureLink^TM, Dent-X^TM, CliniView^TM,Schick^TM, Florida Probe^TM, MyRay^TM, iCAT^TM.
• Automatically enable the external image editor of your choice with a double click. When an image comes from supported imaging software, the software automatically recognizes the software as the specific editor for the image. This approach assures seamless integration with specialized external analysis tools.
• Classification of each image to enable follow-ups on the basis of types of clinical case.
• Instant image transfer option, captured in a treatment room, for purposes of including a patient’s personal photo in his/her file.
• Use digital images stored in a file to prepare letters or consultation reports.
• Use the professional image presentation mode by using a black background for your presentation to a patient. The browsing is also specifically designed for the use of a computer mouse, with contrast and brightness adjustment. The software has the option to print a series of images to provide a patient, for example, a “Before treatment” and “After treatment” photos. 
• Use the Import button to instantly import images or documents from standard peripheral devices, such as a USB key drive, a flash car or even a handheld digital camera.  
• Quickly capture images by using a preconfigured sequence template and a foot pedal. For a physical view, each image can be automatically linked to an object, for example, a body part or a tooth.

• It is possible to send batch recall notices by email and SMS.
• The system suggests the email addresses of the patient, family members, and supervisors when sending emails from an appointment.
• The web and mobile appointment booking functionality makes it possible to determine a maximum horizon (period) for displaying availability by category of treatment to control and personalize your appointment range offer on the Web.
• The software offers web and mobile appointment scheduling functionality that fits into different business processes. This functionality includes a "Web Interface and Cloud Services" module, which allows your existing and potential clients to make an appointment directly from your calendar.
  The function can be configured to allow you to retain complete control over the time slots you want to open on the web and over the categories (nature, type of treatment) of appointments you want to make available to your clients.
• The standard API connector (Web Service) offers the possibility of launching a Web request by filtering by category of appointment.
• The presentation of the date of the last appointment in the Patient web portal has been adjusted to include the year.
• The patient's next appointment is automatically entered on the invoice.
• Following the migration of clinical notes from the appointment file to the "Professional notes" functionality, it is easy to transfer a note to a file from one appointment to another. To do this, modify and associate the relevant appointment with the professional note using the "Appointment" field.
• In scheduling and complex resource management, the speed of date change on the agenda has been improved.
• It is possible to move the appointments of a resource who announces their absence at the last minute to another resource whose time slot is defined under the "Fixed period" mode.

• Cancelled appointments will no longer be forgotten thanks to a setting which allows you to configure an action for the application to take when a patient cancels their appointment.
• Display the age and the email of a patient in the tooltip of the appointment for a quick look.
• Determine the display order of each tab to optimize navigation between each notebook, according to your needs.
• Control the display context of the recalls confirmation message. In addition, if your clinic has multiple offices, the management of follow-ups can be done by branch. 
• The schedule of multi-resource appointments is more visual and intuitive thanks to an interface that allows you to book several appointments for a patient in the same operation.
• Take advantage of the initialization of your operative protocols for all the procedures of an appointment, grouped in the clinical note of the appointment.
• Synchronization with "Google Calendar" integrates the geographical coordinates of the appointment, so you can get directions directly on your smartphone.
• Always faster and more effective, in addition to being able to send appointment confirmation requests by batch email, you can also do it by SMS. 
• It is possible to add a visual indicator to an appointment, either by making the appointment blink when using the configurated status or by making it change colour.
• Two standard appointment status have been added to your software: ''EXA - Professional exam required'' and ''AFA - Ready for billing''.
• Customizable and unlimited appointment books (daily, weekly, monthly and other).
• More than one book can be used at a time, clicking on a tab to open another one.
  
• Confirm appointments or send follow-ups in batch email or batch SMS, using the automated responses and recovery in both languages, to quickly communicate with your patients. 
• In the agenda, each appointment tooltip in configurable to display various information, such as the balance of a patient or an insurer, advances, the patient insurer, age, and email address.
• Display of the current time.
• Performance indicators (visible or not) by appointment book;  honorary, laboratory, hourly rate, occupied hours and hours available.
• Adapt the visual of your work environment according to the context of the schedules and periodicities of the different resources.
• The display of visual management indicators in the appointment book can be configured and activated according to your needs. 
• Track the progress of an appointment from its initial schedule to its billing using a symbol identifying the appointment status.
  Identify the priority of a patient's profile using a visual alarm that helps you quickly identify a particular situation relative to the patient, whether it is to represent an illness, an absence without notice or even a payment problem. You set the visual alarm to your working context.
  Highlight an appointment by a specific colour based on the treatment type, a feature that will not appear if you printed in black and white.
• Configurable interactive management of the patient's treatment plan when entering an appointment.
• Interactively manage planned visits from the patient treatment plan when entering appointments.
• Navigation in the appointments book by day, week, and month, including a back to "today" button.
• Navigation by calendar; month, six months, and year.
• Advance configurable navigation by x days, x weeks, x month and x year.
• The columns to display can be configurable to be visible or not or to adjust the width; time, space appointment, presence, category and branch.
• Automated calendar refresh time can be configurable in the context of a call center.
• Specifics appointment book status and toolbar.
• Appointment book display mode; levelled, compressed, "Min-Max", continuous tone, shaded, global.
• Print the appointment book as you see it on the screen. 
• Quick changes; adding, deleting or width of columns, change in resources.
• Access by resource filtration.
• Dynamic management of timeframe: change the date of a column, temporarily modify of resource, open and close schedule, check the schedule of a resource and view the involvement of a timeframe.
• Direct appointment, automated or not with the ability to assign the appointments to several resources at once.
• Appointment overlap option with a clear and obvious result.
• Quickly select patient files using the first few letters of the patient's first or last name.
• Use of standard Windows^TM keyboard shortcuts , and to quickly re-schedule and create appointments.
• Movement of appointment with full validation and storage of initial appointment in the patient history.
• Simultaneous editing of several appointments.
• Clinical notes for each appointment with initialization of operating protocols.
• Appointment status with own pictogram.
• Visual indicator of change in appointments status by blinking or colour change (ex.: present status, blinking, invoiced, changes colour).
• Appointment comment field with an integrated text editor.
• Appointment management by branch.
• Customizable categories of appointments for statistical purposes.
• Visual history appointment profile or patient. (Absence, cancellation, transfer)
• Management of a waiting list with integrated appointment scheduling.
• Automation of action at the cancellation of an appointment;  place the patient on the waiting list or to register a callback.
• Definable request for confirmation of recall in a context that the appointment and the recall category is the same. Same opportunity for the appointment clinic.
• Direct access to the patient's record, profile, treatment plan, appointments, treatments, insurers, recalls, document management and memos.
• Fast switching of status definable according to the use of the clinic.
• Registration and modification date of the appointment, as well as the resource having done so.
• Billing and payment information by appointment.
• Automated management of moved appointment .
• You have an unlimited number of resources per book.
• Definable categories and type of resources (resource, room, equipment).
• Definable resource type; internal resource, material resource and external resource.
• Definable work unit period per resource.
• Define a work schedule per resource. Their presences and absences can be instantly controlled and defined using a chart in the appointment book.
• You can define the presences and absences as either exclusive or other. If an absence is exclusive, the time lot of the absence in question will be removed from the available time slots when you search for availability. If a presence is exclusive for one or more categories, you can enter only the specific category of appointment.
• Definition of the branch to the presences and absences in the context of multi-branches.
• Resources or branches schedule copy function to another resource or branch.
• In the tooltip for the timeframe; information on the number of selected periods, date, start and end time and resource.
• Manage and set schedules directly from the agenda.
• Different timeframe according to the period of the year (summer, winter schedule).
• Search for availabilities on the basis of patient preferences.
• Search for multiple resources availabilities (up to 6).
• Search for successive availabilities (one resource first, then another).
• Search for availability on the basis of timeframe organization, more specifically, for the periods reserved for a specific type of treatment.
• Management of administrative time, from preparation to a patient’s arrival and from attending to a patient to the patient’s departure.
• Search for availability by category, whether it is exclusive or not.
• Definition of standard work groups for faster searches.
• Activity schedule per clinic (closed periods).
• You can enter up to 99 pages of comments per appointment.
• Confirmation of appointment by email, with pre-written messages (English and French). The language of the message is automatically selected based on a patient’s language preference.
• Option to preview a schedule on a chosen date, following a search before booking an appointment. 
• Five daily dynamic statistics per resource can be displayed in the planner: total professional fees, total laboratory fees, average hourly rate of billing, number of hours booked and number of hours available. These statistics can be used for a quick analysis of a day’s workload or to determine if certain management goals have been achieved.
• Synchronizing Calendar of resources with Google Calendar to obtain the appointment and the route to get there on your Smartphone.
• With the Resource Portal, you can give your resources access to their appointment book from all over the world in which they can make changes, addition.
• When recording a new appointment or changing an existing appointment, you have the possibility to notify the patient and/or the resource. 
  
  

Main Reports

• The Time Analysis by Status report has a capacity analysis section available in the summary and detailed versions. This key report analyzes operating times and hourly rate statistics per professional.
• Printout of the planner view, for display in treatment rooms.
• Outline of a patient’s treatment.
• List of appointments without billing for one period.
• List of patients without an appointment from a given date.
• History of appointments per patient.
• List of appointments (number of patients seen) per period, per resource and/or per clinic.
• Earnings forecast for a period listed according to the resource and/or the clinic.
• Waiting list per resource for a period.
• Graphical analysis of appointments for a period based on status (according to % and monthly analysis).
• Graphical analysis of appointments for a period based on category (according to % and monthly analysis).
• Graphical analysis of appointments for a period based on status and resource (according to % and monthly analysis).
• Graphical analysis of all the appointments per month.
• Graphical analysis of appointments based on patient the age group.
• Graphical analysis of appointments based on the clinic.

• The appointment category is presented in the response of a web availability search.
• The patient web portal provides access to personalized information for your patient through your web portal.
• The “Referrer” portal facilitates the exchange of documents between the clinic and the referring professionals for more flexible exchanges in complete confidentiality.
• CTRL/Finance users will find valuable advancements for their employees with the web timesheet.
  
  

Resource portal

• As a clinic resource, you will be able to view your workday schedule remotely from any Internet access.
  
  

PATIENT Portal

• The financial information scale displayed on the patient web portal has a relative graphical presentation of the amounts on the file for faster financial analysis, and it doesn't have a maximum benchmark elimination.
• The Patient Web Portal offers improved family management. Two separated parents can see and consult their children's files without limitation depending on the links and the rights defined in their file.
• The status interactive updating of the appointment agenda allows your patients to confirm or cancel their appointment. It is also possible to transmit a request to move an appointment to the person in charge.
• Allows the patient to consult documents or images that the professional would have made available via secure document sharing.
• Allows the patient to consult their next appointments and follow-ups.

REFERRING PROFESSIONAL PORTAL

• Allows professional referees to follow the files of the patients they have referred.
• Secure documentary sharing allowing professional referees to obtain images and documents related to referred patients.

 

CTRL/Clinic web module must be installed on the server of your internet services provider, so if you are using an external one, it is important to ask them to confirm their acceptance for the hosting. 

Through services of Vision3W, a division of CTRL, you can easily customize the appearance of your image using the interfaces offered by CTRL.