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How To Articles

In 5.1, Charting, Patient Information

Managing Referrals from the Odontogram

version 5.1+ You can now access patient referrals via the Odontogram module, saving clinicians the trouble of switching modules to gather the information.This article focuses on the clinician's ideal access point for patient referrals. Members of the administrative team may find it easier to use the Patient Referral tab from…
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In 5.1, Patient Information

Patient Audit Trail

version 5.1+ Review a patient file's change history using the Audit Trail feature. This will provide information about changes made to the Patient File module only. Open the Patient File module. Activate the right patient. Right click in the module window. Choose Audit Trail. Set the Date Range to search…
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In 5.1, Patient Information

Letter Merge Options

version 5.1+ In the past, only patients who had a Referred By record could utilize the Letter Merge feature. Starting in version 5.1, this feature is now available for any patient with information in their Referral tab.Some of the steps in this article require some pre-requisite Microsoft Word settings to…
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In 5.1, How To Articles, Insurance and EDI, Ortho

Separate Ortho Limit

version 5.1+ Insurance Ortho Charges and Limits can now be tracked separately from the Total Patient Limit. With this change, the treatment will split patient/insurance fees based on the category limit only and not on the general insurance balance remaining. Visit the Patient File module. Activate the appropriate patient file.…
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In 5.1, How To Articles, Insurance and EDI

Insurance Details Screen

version 5.1+ Find the same Insurance Details information window in various parts of the program. This uniform update will help reduce confusion when reviewing the insurance information from different parts of the program. Transactions: Visit the Transactions module. Select the Treatment tab. Right click the insurance company listed in the…
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In 5.0, Tx Plan

Proposal Case Presentation

version 5.0+ Starting in version 5.0 you can break up your proposal into a multi-stage appointment plan which, when accepted, is preserved and transcribed into separate planned appointments with the appropriate planned treatments. This will significantly improve your proposal workflow and simplify the booking process.This article covers the use of…
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In 5.1, Tx Plan

Retaining Proposal Phase Breakdowns

version 5.1+ New to version 5.1, you can now retain your Phase breakdown information and use it to automatically create planned appointments with linked planned treatments. The module will review your Case Presentation phases and breakdowns to mimic your drafted planned appointment stages when accepting the proposal.This article covers how…
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In 5.1, Scheduler

Swapping Producer Chairs

version 5.1+ Replacing Producers with new team members has typically been a lengthy process in the past. This new utility will reduce this process into a couple of simple clicks.Before proceeding: First, you should create the new producer code in the Maintenance Manager and have them ready for Scheduler/chair setup.…
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In 5.1, Patient Information, Reports

Patient Status Report

version 5.1+ The Patient Status Report added in version 5.0 has been updated in this release. This report will provide information on your patient's current status, as well as their status change history within their audit trails. You can also use this report to find and restore deleted patients, or…
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