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How To Articles

In Reports

Production Reporting for ODA

This article is intended for office who are a member of the Ontario Dental Association (ODA).This article will guide you through saving a Procedure Comparison Report to a PDF file so it can be emailed to the ODA when they do procedure data collection from it's members.  The report will…
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In How To Articles, Reports

Info Manager – The Basics

The Info Manager module is a powerful custom reporting tool. It allows you to build detailed reports and filter them in a number of ways. We will begin by breaking down the module and all of its sections.Areas of the Info Manager Tabs – The tabs atop the module window designate…
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In Scheduler

Enabling Planned Estimates on the Scheduler

This article will quickly guide you through enabling a planned estimate total on your Scheduler. The estimated production value is derived from the planned treatments  linked to the appointment, so be sure to follow the article at the end of this page to learn more about linking planned treatments in…
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In 5.0, Scheduler

Using the Appointment Link Planner

version 5.0+ The Appointment Link Planner module can assist you in finding planned appointments and identifies whether they are linked to planned treatments and vice-versa. We can use this module to keep the database tidy and up to date, allowing you to properly link any treatments not already linked to…
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In Scheduler

Sending Notifications for Appointment status Changes

In this article we will detail the use of Custom Appointment statuses and how to enable the associated notifications. Sending notifications on status change: Visit the Appointment Book/Scheduler module. Select the Settings icon at the top right (paper and pencil icon). Select Settings. Select More at the top right. Tick the…
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In 5.0, Scheduler

Setup Custom Appointment Status

version 5.0 + This article details the setup of custom Patient Appointment Status updates. Use these custom status options to streamline office communication safely and effectively. Version 5.0 increased the custom appointment statuses to 10 slots while older versions of the program will allow up to 4 custom statuses.Scroll to…
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In 5.0, Scheduler

Cancel or Unschedule Past Appointments

version 5.0 + This article will guide you through cancelling or unscheduling past appointment and can be filter to a date range, a specific producer and/or specific chair.You will need to contact our support and request the daily override code prior to performing the steps below. Select the Appointment Book…
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