All Posts By

Nicole

In 5.1, Patient Information

Patient Forms Update

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]2:24 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Intermediate[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Patient File[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full…

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In 5.1, Patient Information

Importing and Exporting Patient Data

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]3:02 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Intermediate[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Patient File[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full…

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In 5.1, Reports

Practice Analysis Tab

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]2.29 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Beginner[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Reports[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width…

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In 5.1, Scheduler

Schedule Time Off Blocks

6:19 minIntermediateSchedulerThis video will cover how to block time off in your scheduler and search blocked time off for Perfect Day booking in version 5.1 Blocking time off in your scheduler Searching time off for Perfect Day booking Viewing time off blocks by producer This feature was introduced in version…
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In 5.1, Reports

Monthly Goals

4:35 minIntermediateReportsThis tutorial will help in setting your production goals for each month or quarter and track the progress made in those timelines for each year. You will also be able to compare goals from past years as well showing you production trends as the year progresses. This feature is…
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In 5.1, Patient Information

Patient Merge

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]2.52 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Intermediate[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Patient File[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full…

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In 5.1, Insurance and EDI, Transactions

Insurance Attachments

version 5.1+ You can now submit attachments electronically to support your insurance claims. For a more streamlined workflow, you can also enable multipage predeterminations and enable attachments along the way.Only certain carriers support the Attachment function. Check the supported transaction types for each provider with CDAnet here.This article applies to…
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In Transactions

Ortho Plans and Fees (Video)

5.20 minIntermediateTransactionsThis video will show you how to setup ortho plans and process ortho plan fees Setup Ortho Plans Processing Ortho Plan Fees Setting up the Ortho Module Creating an Ortho Plan Optional Ortho Codes Separating Ortho Limits
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In Charting

Posting Planned and Completed Treatments (in Odontogram) (Video)

7:16 minBeginnerPosting Treatments (Odontogram)Using the odontogram to enter completed, and planned treatments using left click and right click options. Planned treatments: examples include entering a planned PFM Crown, Root Canal, and Fillings Completed treatments: Posting exams, bite wings, and hygiene codes Checkout: selecting the checkout button once all treatments have…
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In Transactions

Payment Entry (Video)

9:01 minBeginnerPayment EntryEntering payments using the patient payment tab and the insurance payment tab in the transaction’s module and learning how to adjust payments in various scenarios. Ledgers: looking at the view types Patient and insurance payment entry: reviewing steps to enter a new treatment Payment allocation: directing funds to…
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