Description This is article will guide you on how to create a custom report of all active patients in your practice using Info Manager. Step-by-Step Select the Office drop down...
Continue Reading
Description This article will is a guide to move patient to other existing accounts. Step-by-Step In the Patient File Module, Select the Move Patient Icon located on the top right...
Continue Reading
Description version 4.9+ If you have deleted a patient file in the past and wish to restore, you now have the option to do so with ease. Follow the guide...
Continue Reading
Description This article will guide you on how to set up your appointment prompts and optional appointment statuses. Step-by-Step In the scheduler, select the Scheduler Setup icon located on the...
Continue Reading
Description This article will guide you through the steps of customizing your icons in the Tool Bar Step-by-Step Select Options from the top menu bar Click on Desktop from the dropdown Next,...
Continue Reading
Description This article follows “Linking Planned Treatments to Appointments” These next steps will guide you through how to schedule the appointment. Step-by-Step On the left hand side under Tasks Bar, click...
Continue Reading
This task will require the use of the Daily Password. Please contact our support team to obtain that information before you begin. Description The Extended Audit feature will greatly help...
Continue Reading
Description This article will guide you through the steps of reprinting EDI responses. Step-by-Step Select Office from the top menu bar. Select EDI Manager from the drop down menu. Under...
Continue Reading
Description This article will guide you through the steps of linking planned treatments to an appointment with prioritization. To schedule the appointment, please check out the linked article: Scheduling Planned...
Continue Reading
Note: If you have yet to setup the Ortho Module in your system, follow the guide linked at the end of this page for help doing so. Description This article...
Continue Reading
