Description version 5.2+ The steps below outline the steps of adding a lab to an existing procedure code. This enhancement comes into effect with the 5.2.04 update. With the update,...
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Description version 5.2+ This article covers the steps to change the billing doctor for all planned treatments. The steps covered here are to mass change the claim doctor from the...
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Description version 5.2+ Planned Fees can now be easily updated using this new utility available to you directly from the Month End Tasks. Step-by-Step From the Transactions screen, Select Month...
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Description An estimate for the treatment planned procedures may be required for many reasons. Therefore, it is part of the Checkout process and can also be re-printed or emailed if...
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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...
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Description 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...
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Description 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...
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Description version 5.1+ Edit planned and incomplete treatments before their completion to update/change the producer associated. You no longer need to delete the treatment to post it again under a...
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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 linking planned treatments to an appointment with prioritization. To schedule the appointment, please check out the linked article: Scheduling Planned...
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