Category

5.0

In 5.0, Insurance and EDI

Printing Purged EDI Claims

version 5.0+ This article is a guide on how to search for and print purged EDI responses. Select the Office menu Select EDI Manager from the drop-down Right-click on the table and select View Purged EDI Claims From the Archived EDI Claims window, Select Patient to search for patient Select…
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In 5.0, Reports, Scheduler

Appointment Status Tracker Report

version 5.0+ The Appointment Status Tracker, allows you to review the history of status changes made to appointments within a given date range. This will help you identify when the appointment status was changed and by whom. Visit the Scheduler module. Select the Utilities icon, the cog wheel in the…
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In 5.0, Tx Plan

Proposal Case Presentation

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 the appropriate planned treatments. This will significantly improve your proposal workflow and simplify the booking process.This article covers the use of…
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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…
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In 5.0, Transactions

Bulk Insurance Wizard

version 5.0 + The Bulk Insurance Wizard utility is a new addition to the program. This feature will assist you in entering Bulk Insurance Cheques accurately, and efficiently.You can left click on any of the images in this article to expand them for easier viewing. If you would prefer a…
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In 5.0, Scheduler

Using the Appointment Link Planner

version 5.0+ The Appointment Link Planner module can assist you in finding planned appointments and identifies whether they are linked to planned treatments and vice-versa. We can use this module to keep the database tidy and up to date, allowing you to properly link any treatments not already linked to…
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In 5.0, Scheduler

Setup Custom Appointment Status

version 5.0 + This article details the setup of custom Patient Appointment Status updates. Use these custom status options to streamline office communication safely and effectively. Version 5.0 increased the custom appointment statuses to 10 slots while older versions of the program will allow up to 4 custom statuses.Scroll to…
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In 5.0, Scheduler

Cancel or Unschedule Past Appointments

version 5.0 + This article will guide you through cancelling or unscheduling past appointment and can be filter to a date range, a specific producer and/or specific chair.You will need to contact our support and request the daily override code prior to performing the steps below. Select the Appointment Book…
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