Description Overtime payments can be left unallocated to any treatments or "floating" in the ledger. To help clean up your aged receivables, we suggest running a report of all unallocated...
Continue Reading
Description Receipts and walk out statements can be set to print automatically after posting a patient payment for a smoother workflow. Follow the steps below to set it up for...
Continue Reading
Description Prior to a patient leaving a dental office, it is recommended that a Receipt or Walk Out Statement be provided. The patient has the option to have a printed...
Continue Reading
Description This article is a guide of how to reallocate an insurance payment from one patient in a family to another patient part of a different family. Step-by-Step In this...
Continue Reading
Description This article will guide you on how to enter an insurance refund adjustment for a reversed claim. Step-by-Step When a claim is reversed (CV status), and the insurance company...
Continue Reading
Description This article will outline how to post treatments for a supernumerary tooth from the Odontogram and from the Transaction screen. Step-by-Step: From the Odontogram In the Odontogram, select the...
Continue Reading
Description This article is a guide on how to consolidate labs in the insurance company settings. Step-by-Step Select the Practice menu Select Maintenance Manager Double-click on Insurance Companies from the...
Continue Reading
Description version 5.1+ You can now submit attachments electronically to support your insurance claims. For a more streamlined workflow, you can also enable multipage predeterminations and enable attachments along the...
Continue Reading
Description version 5.1+ Submissions for pre-approval have previously been limited to seven items per claim. You can now submit your entire treatment plan at once instead of manually breaking it...
Continue Reading
Description 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...
Continue Reading
