version 5.1+ The Case Acceptance Report will allow you to review vital statistics on Planned, Incomplete, and Proposed treatments. It will clearly demonstrate the acceptance and completion rates of your producers, giving you an opportunity to identify weak points in your treatment planning, booking, and completion so you can further…
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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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version 5.1+ The New Patient Report will provide a means to track patient database activity with ease. Offices may consider patients to be new patients based on: when they are entered into the program, when they first come in for any treatment or when they come in for a specific…
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version 5.1+ The Monthly Goals tab of the new Practice Analysis module will help you quickly review your financial goals and progress, as well as allowing you to easily compare production over different timelines. Visit the Practice Menu atop the program window. Select Practice Analysis. Setup: We will need to…
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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…
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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…
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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…
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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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This is article will guide you on how to create a custom report of all active patients in your practice using Info Manager. Select the Office drop down in the menu bar Select Info Manager Select the Patient tab Choose Patient List under the Category section From the table, click…
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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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