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Practice Analysis

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 and producers. Visit the Practice menu dropdown atop the program window. Select Practice Analysis. Set the tab to Practice Analysis. Set…

Nicole In 5.1, How To Articles, Patient Information

Patient Form Settings (Clear/New Line)

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 below will demonstrate this clearly.The guide below assumes your office has already setup and uses Digital Patient Forms. If you have…

Nicole In 5.1, Charting, Patient Communication

Copy Recall Description into Recall Appointment notes

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 patient's next booking (ie. needs PAN) you can simply carry these notes forward directly into the Appointment Notes box when scheduling…

Nicole In 5.0, How To Articles, Patient Information

Export & Import Patients

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 for multi-office practices who may share patients, or specialists you work closely with.Transferred data includes: Patient/Account file, Patient Medications/Alerts, Transactions (but…

Nicole In 5.1, Ortho, Reports

Ortho Report

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 print claim forms for submission.In order to use this report and the Ortho functions in general, you must ensure your practice…

Nicole In 5.1, Best Practices, Reports

Productivity Report

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 in improving your clinic's appointment booking and proposed treatment completion averages, and, ideally, highlight any areas of concern worth investigating.This report…

Nicole In 5.1, Scheduler

Search Blocked Off Time

If your office likes to use the "Perfect Day" booking practice, this new report will help you navigate this booking method much more efficiently. A brief description of this concept, just to be clear: The Perfect Day booking method involves "Blocking off" time slots throughout each day which are dedicated…

Nicole In 5.1, How To Articles, Patient Information

Patient Merge

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 tab data, Alerts and Chart alerts, Referral To records, Recalls, Insurance Policies, Appointments, all Transactions, Chart data (minus conditions and watches) Periodontic…

Nicole In Tx Plan

Proposals – Creating a Proposal

In this guide, we will learn how to create a Proposal within the Proposals Module. Enabling the Proposal Work Flow setting: To ensure your module functions as described in this article, we must enable the proposal acceptance workflow options. Visit the Patient menu. Select Treatment Proposals. Activate the patient file…

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Unique Patients Custom Report

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. Select Options from the top menu bar Click on Reports Manager from the dropdown Go to the System Tab. It should be the third…

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