Category

How To Articles

In Technical Documentation

Image Bridge List

Standard Bridges ADSTRA CDRDICOM CLINITOUCH CLINIVIEW CLIOSOFT COSMPLUS DEXIS DICOM DIMAXIS DOLPHIN DRSUNI DTX STUDIO DXIS EMAGO EVASOFT ICAT IMAGEDDS IMAGEXL IMAGINIT IOX LIGHTYEARMPDX OZCAN PATIENTGALLERY PATTERSON PIBRIDGE PROFSUNI PROIMAGE ROMEXIS(PLANMECCA) SAFECOM (pptx version 4.7.14 +) SCHICK SHADEVISION SIDEXIS(Sidexis 4, pptx version 4.7.7 +) Standard Bridges: TIGERVIEW (VISIX) VATECH(Easydent4)(pptx version…
Read More
In Insurance and EDI

Configure Insurance Transaction Types

This article will guide you through enabling the transaction types supported by an insurance company. Common transaction types are Claim Transactions, Reversals, Coordination of Benefits. Select Practice from the top menu bar. Then select Maintenance Manager from the sub menu. Select the Insurance tab. Then select the Insurance Companies icon.…
Read More
In Best Practices, Scheduler

Appointment Day Sheet Print Out

Appointment Day Sheet Print Out Printing a record of your appointment schedule daily can help keep you prepared for days when there's unexpected system or power issues. This report can be printed directly from the Appointment Scheduler module. Right click an area where there isn't an appointment then select the…
Read More
In Best Practices, Reports, Transactions

Treatment Status Report

Treatment Status Report Found in the Transaction Module under the Month End Task icon, there is an interactive Treatment Status report that can be used to track outstanding treatment plans or treatments in progress. Use this report to: Find current planned treatment that, to make sure that patients do not…
Read More
In Best Practices, Transactions

Process Held Payments

Processing Held Payments Found in the Transaction Module under the Month End Task icon, the Process Held Payments is a working report which can generate a list of patients with held payments and credits and allows you to allocate them to open treatments. Doing this monthly helps keep your accounts…
Read More
In Transactions

Charge Interest

Interest Charges Found in the Transaction Module under the Month End Task icon, the charge interest options allows you to manually trigger the software to charge interest on overdue balances.   Interest Charge Options Family Dr: Dr listed on the account holder’s Patient File) - Or - Billing Dr.: The…
Read More
In Best Practices, Reports, Transactions

Statements

STATEMENTS Statements should be generated at least once a month for your practice.  Statements can be sent via paper or email (Providing the Account is set to email statements). You can also give patients “walk-out” statements.  Some offices do not send statements out due to the cost, however you can…
Read More
In Best Practices, Reports

Daily Trial Bank Deposit

Daily Trial Bank Deposit: Used to verify payment entries and balance to the bank deposit (cash and cheques) plus POS-‐‐ Point of Sale record (debit and credit cards). It is important to note that if an additional payment is received this report needs to be rerun.   Payment codes can be…
Read More