Description version 5.1+ The Practice Analysis tab is a new addition to the Practice Analysis collection of reports. It will gather several key analysis points for the given date range...
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Description version 5.1+ Patient forms can now be set to start with most fields cleared and ready to use. These options will suit different kinds of digital forms, the steps...
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Description version 5.1+ Set the recall description to be copied from the patient's recall details into the appointment notes when scheduling. If your team typically leaves informative notes regarding the...
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Description version 5.0+ The new patient Export/Import features allow you to move patient files in their entirety from one database or from one office to another. This feature is useful...
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Description version 5.1+ The Ortho report will allow you to explore all your plans, active or closed. It will also allow you to process new fees, reconcile payment history, and...
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Description version 5.1+ Within the updated Practice Analysis module, the new Productivity tab will allow you to report on producer and clinic efficiency. The data gathered here will be instrumental...
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Description version 5.1+ The Search Blocked Off report added in version 5.1 allows you to easily identify and adjust Time Off entries for all producers via one streamlined report. Offices...
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Description version 5.1+ The Merge Patient feature will allow you to combine duplicated patient files. Some restrictions for the Merge function are listed below. Transferred items: All Personal and Additional...
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Description In this guide, we will learn how to create a Proposal within the Proposals Module. Step-by-Step Enabling the Proposal Work Flow setting: To ensure your module functions as described...
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Description This article will guide you through the steps of creating a custom report to find the total number of unique patients the office has seen between a date range....
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