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

1. 1• 800• 517• 7716 pandaperio.com

2. 1•800•517•7716 pandaperio.com

3. By Anne Shields
VP, PANDA Dental Software, Inc.
…and longtime Surgical Assistant & Office Manager
annes@pandaperio.com

6. 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

7. Our Top Priority
To serve the best interests of your practice.
We recognize and respect your individuality.
We will adapt PANDA to you.

8. Created by Periodontists for Periodontists
along with valuable input from experienced
Dental 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.

12. Have the staff simply start
charting to get used to
the interface and the way
PANDA does things.
There is a video they can
watch at their convenience,
only about 15 minutes long. PANDA, with its
ergonomic point-and-click system, is easy to learn.

13. 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, and
Second, old records will be added into the system,
resulting in your office now having a chart history
in place for your upcoming patients.

14. 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.

20. 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
digitally in an incredibly large pre-defined library.
This should make you and your associates very happy!

22. 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.

23. 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 to
1-800-517-7716, or send as email attachments to
Anne Shields at annes@pandaperio.com

27. A Progress Note is the running log
of all patient interactions that can
be utilized by both the clinical and
administrative team.

28. 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.

29. 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 Notes
to make quick entries.

30. 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 any information and that the notes
are complete and accurate.

31. 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.

32. 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!

33. 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.

34. Setting PANDA up with the materials that are
already familiar to your team makes 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!

39. 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…

40. A treatment plan in your The same treatment plan
Practice Management System’s as written in the letter to
scheduling 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 grafting
Code: 4265 Biologic materials #6 $0.00 procedure #6
Code: 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

41. 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

42. 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.
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

43. 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!

44. 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!

48. 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.

49. 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.

52. 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!

53. 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.

55. 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.

56. 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.

57. 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!

58. For a click here.
For more information, please contact
Anne Shields at annes@pandaperio.com
1• 800• 517• 7716 pandaperio.com