Description version 5.1+ Find the same Insurance Details information window in various parts of the program. This uniform update will help reduce confusion when reviewing the insurance information from different...
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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+ Replacing Producers with new team members has typically been a lengthy process in the past. This new utility will reduce this process into a couple of simple...
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Description 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...
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Description 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...
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Description 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...
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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 version 5.1+ Choose to hide your producer's last names from statements and receipts. This article will help you quickly enable this option for your desired producers. Step-by-Step Receipts: Visit...
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Description version 5.1+ Use the new Referral Audit Trail to help you review your patient's referral history. The new audit trail records will not work retroactively. Only new referral data...
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Description version 5.1+ The new Work Scheduler report utility was created to help you establish finer control over your producer's work schedules. This utility will allow you to review the...
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