Easy Implementation of PANDA Perio Software

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PANDA Perio Software - Easy Implementation and Training - A Custom Fit for the Modern Periodontal Practice

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  • Proven Steps for Easy Implementation of PANDA Perio Software: A Digital Records System for the Modern Practice1-800-517-7716 pandaperio.com
  • PANDA Perio: Created BYPeriodontists FOR Periodontists1-800-517-7716 pandaperio.com
  • ByAnneShieldsVP, PANDA Dental Software, Inc.…and longtime Surgical Assistant and Office Manager annes@pandaperio.com
  • Set Up
  • Like a tailored suit, we fitPANDAto your style of practice.
  • Initially we would meet online for approximately 30 to 60 minutes and go through the settings to help you decide how to best utilize PANDA based on your way of practicing. It’s what we call afitting – briefly going over the options you want PANDA to train your staff on once we establish your style of working.
  • At PANDA we recognize and respect the individuality of our customers and never force any particular way of working or implementation on you.PANDA is here to serve the best interests of your practice – this is our top priority.
  • Created by Periodontists for Periodontistsalong with valuable input from experienced Dental Assistants and Office Managers themselves, (such as VP Anne Shields) we quickly identify exactly what you need based on listening, watching, and gathering basic information during our visit together.
  • Charting
  • As we like to say, just Start to Chart!
  • Because PANDAis point-and-click with everything on one page, it’s easy.
  • Have the staff simply start charting to get used to the interface and the way PANDA does things. There isa video they can watch at their convenience, only about 15 minutes long. PANDA, with its ergonomic point-and-click system, is easy to learn.
  • As practice samples we have new customers use previous records from the past to transcribe into PANDA. Two things will happen:First, they will have time to practice and get used to the new system, andSecond, old records will be added into the system, resulting in your office now having a chart history in place for your upcoming patients.
  • Simply doing this part first, you will be pleasantly surprised at how quickly everybody at the office takes to using PANDA.Now, with the ice broken, they can move on to other features without feeling intimidated.
  • Write-Ups
  • After charting,we would move right on toWrite-Ups.
  • Getting your clinical documentation into the patient's record through the use ofdigital forms…
  • That’s a Write-Up.
  • From Write-Ups, PANDA creates all of your output documents and progress notes.
  • We are all familiar with forms and tick sheets. PANDA has almost every one of these imaginable.The big difference is that PANDA has everything stored digitallyin an incredibly largepre-defined library. This should make you and your associates very happy!
  • The OLD way vs. the PANDA way!
  • Sending us any forms or letters that your office currently uses determines how they are transcribed into PANDA. When we see how your practice enters its findings and clinical data, it helps us transcribe these into the program to best suit your needs.However, if you don’t have any templates, that makes it even easier. PANDA would then give you a clean slate, ready to customize however you wish.
  • Since each office we work with is unique, it really does help to see your current process for note-taking and clinical recording so we can tailor-fit PANDA.You can fax any forms or samples you have to1-800-517-7716, or send as email attachments to Anne Shields at annes@pandaperio.com
  • Progress Notes
  • SOAP Notes,Treatment NotesProgress Notes…They’re all the same thing.
  • In PANDA they are called Progress Notes– the full electronic dental record that is all-encompassing.
  • A Progress Note is the running log of all patient interactions that can be utilized by both the clinical and administrative team.
  • Traditionally this log is documented in long-hand and describes all conversations and interactions with your patient. Examples include appointment information, telephone call details, and discussions about this patient with another provider or laboratory.In the event a clinical treatment was provided, this log would also reference the restorative perio charting, the form, the write-up, and other relevant diagnostic details.
  • The Progress Note is the last stop in the workflow in PANDA. All information going into the system will filter through to the Progress Note, and in some cases you will skip everything else and go directly to the Progress Notesto make quick entries.
  • There are some common chart entries that you can start saving as pre-defined notes, known in PANDA as Instanotes®. They act like Q&A mini forms that the staff will fill out to write their notes. This ensures they don’t miss anyinformation and that the notes are complete and accurate.
  • In preparation for training, you don’t have to design a ton of note templates in advance. It’s not necessary to do this extra work because you most likely won’t use them this way anyway. It’s only beneficial for things you know need to be filled out – the important stuff.
  • At first you will just type your notes in, then eventually you’ll begin to save them as Instanotes® when you find redundant entries that can easily be saved and reused.Your Instanotes® become the structured forms for your office, saving you lots of time. AND you start building a nice template library!
  • If you have a few basic entries in mind that you already know are redundant, send PANDA the samples in any format – Microsoft® Word, hand-written, or scanned samples are all fine.When the time comes to train on this portion of the program, we will use these as examples together in our meeting so everyone can see how easy they are to implement.
  • Setting PANDA up with the materials that are already familiar to your teammakes it a smooth transition into this new way of working, greatly benefitting everyone at the practice.There’s no need to shock your office into a way of working that isn’t already familiar to you!
  • Treatment Plans
  • A Treatment Plan in a Practice Management System (PMS) is different than one in anElectronic Medical Record (EMR)
  • Turning your mandatory billing and coded versions into complete and clinically detailedplans with a single click…
  • This is where PANDA excels –Treatment Translation
  • The treatment plan in your Practice Management System (PMS) is very different in structure compared to the way you describe it in your letter to the referring practice. For example, when you place an implant there are usually several steps and healing phases that go into the treatment plan…
  • A treatment plan in your Practice Management System’s scheduling and billing:Code: 7210 Surgical Ext #6 $0.00Code: 7953 bone replacement #6 $0.00Code: 4265 Biologic materials #6 $0.00Code: 6010 Surgical Implant Body #6 $0.00The same treatment plan as written in the letter to the referring practice:Name of plan “Group Name” :“Ext with a bone graft and delayed implant”1. Extraction combined with socket grafting procedure #6 2. Healing period: 3 months3. Implant fixture placement #6 (type, diameter, and length to be determined)4. Healing period: 6 months5. Second stage uncovering with fabrication of screw-retained acrylic restoration on provisional abutment6. In your office: Fabrication of implant supported restoration on a custom abutmentThese are quite different ways of describing the same information.
  • The key to quick and convenient treatment planning in PANDA is the use of Groups.
  • In PANDA you formulate the treatment plan as written in the letter the way you feel it is best described, one time only. You will then assign it a Group Name and reuse this plan indefinitely for future cases, eliminating the need to ever transcribe it again.
  • There is no limit to how many Groups can be saved and no limit to the alterations you can make to your existing ones.You can send your most commonly used plans to PANDA to use as examples in our training session. This way, people can feel comfortable learning from materials already familiar to them!
  • Live webinar-style training in the Treatment Planning portion takes approximately 20 minutes.When you see the power behind this feature, you won’t believe you haven’t been working this way all along!
  • Outcome Reports
  • Let PANDAtake care of the outcome.
  • You’ve already done most of the workbefore you even know it!
  • Once the clinical information is put into PANDA contemporaneously – that is, chair-side by the staff while in the live appointment – and structured as described throughout, you can begin to produce the types of instant reports you need.
  • PANDA can output items such as graphical patient motivation reports, powerful comparison reports, custom consent forms, and documents such as treatment letters and general correspondence.These reports will be generated automatically, consistently, and quickly, without you having to stop and make corrections or extra selections in order to produce the report.
  • PANDAproduces outstanding outcome!
  • We’re a Only Click Away
  • With our instant online service and support, we can connect with you in seconds to offer live hands-on assistance and mini training sessions. We will keep you moving forward and growing in a supportive, convenient, and affordable way!
  • When it’s nice to just have a helping hand to ask “How do I do this again?” we are here to get you through those times comfortably.
  • Conclusion
  • The practices that have had the greatest success in implementation have been the ones that scheduled small obtainable deadlines at regular intervals.We don’t expect you to implement PANDA on the first day – it most likely wouldn’t stick anyway. Similar to going on a crash diet, it just wouldn’t work long-term.
  • Because PANDA is tailored to your practice and does exactly what you need it to do, it works a lot like a new pair of shoes that have to be worn in over time, wearing them at increased intervals progressively.PANDA will adapt to the way in which you work and can be updated on-the-fly, instantly, as you change and grow your practice.
  • Once the basic foundation is established and you are pointed in the right direction, you will find that it’s not long before you are able to end work at 5:00 pm and feel confident that your clinical records are complete, accurate, and protect you legally.Your peers and your patients, along with your office itself, will be impressed with your newfound efficiency!
  • To schedule a demo or for more information,please contact Anne Shields at annes@pandaperio.com1-800-517-7716 pandaperio.com
  • Easy Implementation of PANDA Perio Software

    1. 1. 1• 800• 517• 7716 pandaperio.com
    2. 2. 1•800•517•7716 pandaperio.com
    3. 3. By Anne ShieldsVP, PANDA Dental Software, Inc.…and longtime Surgical Assistant & Office Managerannes@pandaperio.com
    4. 4. Initial 30 Minute Online Consultation• We will establish your style of working • Create your individualized plan to best utilize PANDA ~ AND ~ • Set up to train your staff – your way. It’s what we call a fitting
    5. 5. Our Top PriorityTo serve the best interests of your practice. We recognize and respect your individuality. We will adapt PANDA to you.
    6. 6. Created by Periodontists for Periodontistsalong with valuable input from experiencedDental Assistants and Office Managers(such as VP Anne Shields), we quickly identify exactly Hello! what you need based on listening, I’m Anne. watching, and gathering basic information during our visit together.
    7. 7. Have the staff simply startcharting to get used tothe interface and the wayPANDA does things.There is a video they canwatch at their convenience,only about 15 minutes long. PANDA, with itsergonomic point-and-click system, is easy to learn.
    8. 8. As practice samples we have new customers useprevious records from the past to transcribe intoPANDA. Two things will happen:First, they will have time to practice and get used tothe new system, andSecond, old records will be added into the system,resulting in your office now having a chart historyin place for your upcoming patients.
    9. 9. Simply doing this part first, you will be pleasantlysurprised at how quickly everybody at the officetakes to using PANDA.Now, with the ice broken,they can move on toother features withoutfeeling intimidated.
    10. 10. We are all familiar with forms and tick sheets.PANDA has almost every one of these imaginable.The big difference is that PANDA has everything storeddigitally in an incredibly large pre-defined library.This should make you and your associates very happy!
    11. 11. Sending us any forms or letters that your officecurrently uses determines how they are transcribedinto PANDA. When we see how your practice entersits findings and clinical data, it helps us transcribethese into the program to best suit your needs.However, if you don’t have any templates, thatmakes it even easier. PANDA would then give you aclean slate, ready to customize however you wish.
    12. 12. Since each office we work with is unique, it reallydoes help to see your current process for note-takingand clinical recording so we can tailor-fit PANDA.You can fax any forms or samples you have to1-800-517-7716, or send as email attachments toAnne Shields at annes@pandaperio.com
    13. 13. A Progress Note is the running logof all patient interactions that canbe utilized by both the clinical andadministrative team.
    14. 14. Traditionally this log is documented in long-handand describes all conversations and interactionswith your patient. Examples include appointmentinformation, telephone call details, and discussionsabout this patient with another provider or laboratory.In the event a clinical treatment was provided,this log would also reference the restorative periocharting, the form, the write-up, and other relevantdiagnostic details.
    15. 15. The Progress Note is the laststop in the workflow in PANDA.All information going into thesystem will filter through to theProgress Note, and in some casesyou will skip everything else andgo directly to the Progress Notesto make quick entries.
    16. 16. There are some common chart entries that you canstart saving as pre-defined notes, known in PANDAas Instanotes®. They act like Q&A mini forms thatthe staff will fill out to write their notes. This ensuresthey don’t miss any information and that the notesare complete and accurate.
    17. 17. In preparation for training, you don’t have todesign a ton of note templates in advance. It’s notnecessary to do this extra work because you mostlikely won’t use them this way anyway. It’s onlybeneficial for things you know need to be filled out –the important stuff.
    18. 18. At first you will just type your notes in, theneventually you’ll begin to save them as Instanotes®when you find redundant entries that can easilybe saved and reused.Your Instanotes® become the structured formsfor your office, saving you lots of time. AND youstart building a nice template library!
    19. 19. If you have a few basic entries in mind that youalready know are redundant, send PANDA thesamples in any format – Microsoft® Word, hand-written, or scanned samples are all fine.When the time comes to train on this portion of theprogram, we will use these as examples togetherin our meeting so everyone can see how easythey are to implement.
    20. 20. Setting PANDA up with the materials that arealready familiar to your team makes it a smoothtransition into this new way of working, greatlybenefitting everyone at the practice.There’s no need to shock your office into a way ofworking that isn’t already familiar to you!
    21. 21. The treatment plan in your Practice ManagementSystem (PMS) is very different in structure comparedto the way you describe it in your letter to thereferring practice.For example, when you place an implant there areusually several steps and healing phases that gointo the treatment plan…
    22. 22. A treatment plan in your The same treatment planPractice Management System’s as written in the letter toscheduling and billing: the referring practice: Name of plan “Group Name” :Code: 7210 Surgical Ext #6 $0.00 “Ext with a bone graft and delayed implant”Code: 7953 Bone replacement #6 $0.00 1. Extraction combined with socket graftingCode: 4265 Biologic materials #6 $0.00 procedure #6Code: 6010 Surgical Implant Body #6 $0.00 2. Healing period: 3 months 3. Implant fixture placement #6 (type, diameter, and length to be determined) 4. Healing period: 6 months 5. Second stage uncovering with fabrication of screw-retained acrylic restoration on provisional abutment 6. In your office: Fabrication of implant supported restoration on a custom abutment
    23. 23. Name of plan “Group Name”“Ext with a bone graft and delayed implant” 1. Extraction combined with socket grafting procedure #6 2. Healing period: 3 months 3. Implant fixture placement #6 (type, diameter, and length to be determined) 4. Healing period: 6 months 5. Second stage uncovering with fabrication of screw-retained acrylic restoration on provisional abutment 6. In your office: Fabrication of implant supported restoration on a custom abutment
    24. 24. In PANDA you formulate the treatment plan as writtenin the letter the way you feel it is best described,one time only. You will then assign it a Group Nameand reuse this plan indefinitely for future cases,eliminating the need to ever transcribe it again. Name of plan “Group Name” “Ext with a bone graft and delayed implant” 1. Extraction combined with socket grafting procedure #6 2. Healing period: 3 months 3. Implant fixture placement #6 (type, diameter, and length to be determined) 4. Healing period: 6 months
    25. 25. There is no limit to how many Groups can be savedand no limit to the alterations you can make to yourexisting ones.You can send your most commonly used plans toPANDA to use as examples in our training session.This way, people can feel comfortable learning frommaterials already familiar to them!
    26. 26. Live webinar-style trainingin the Treatment Planning portiontakes approximately 20 minutes.When you see the power behindthis feature, you won’t believeyou haven’t been working this way all along!
    27. 27. Once the clinical information is put into PANDAcontemporaneously – that is, chair-side by the staffwhile in the live appointment – and structured asdescribed throughout, you can begin to producethe types of instant reports you need.
    28. 28. PANDA can output items such as graphical patientmotivation reports, powerful comparison reports,custom consent forms, and documents such astreatment letters and general correspondence.These reports will be generated automatically,consistently, and quickly, without you having tostop and make corrections or extra selections inorder to produce the report.
    29. 29. With our instant online serviceand support, we can connectwith you in seconds to offerlive hands-on assistanceand mini training sessions.We will keep you moving forward and growing in asupportive, convenient, and affordable way!
    30. 30. When it’s nice to just have a helping hand to ask“How do I do this again?” we are here to get youthrough those times comfortably.
    31. 31. The practices that have had the greatestsuccess in implementation have been theones that scheduled small obtainabledeadlines at regular intervals.We don’t expect you to implement PANDAon the first day – it most likely wouldn’tstick anyway. Similar to going on a crash diet,it just wouldn’t work long-term.
    32. 32. Because PANDA is tailored to your practice anddoes exactly what you need it to do, it works a lot likea new pair of shoes that have to be worn in overtime, wearing them at increased intervalsprogressively.PANDA will adapt to the way in which you work andcan be updated on-the-fly, instantly, as you changeand grow your practice.
    33. 33. Once the basic foundation is established and you arepointed in the right direction, you will find that it’s notlong before you are able to end work at 5:00 pm andfeel confident that your clinical records are complete,accurate, and protect you legally.Your peers and your patients, along with your officeitself, will be impressed with your newfound efficiency!
    34. 34. For a click here.For more information, please contactAnne Shields at annes@pandaperio.com1• 800• 517• 7716 pandaperio.com

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