Category

What’s New

In 5.1, Ortho, Transactions

Optional Ortho Codes

version 5.1+ In version 5.1 and above, you can now set custom treatment codes to be used for individual patient plan Ortho fees. This will be instrumental for provinces in which the Ortho codes can vary between plans.This guide covers the use of Optional Ortho billing codes. It does not…
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In 5.1, Scheduler

Find Appointments Report

version 5.1+ The Find Appts option resides within the Search Blocked Off Report, added in version 5.1. Find Appts will aide you in searching for specific appointments such as planned appointments, appointments with a Reschedule type, or those with selections such as "Lab", "Short Notice" and other tick box options…
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In 5.1, Best Practices, Reports

Practice Analysis

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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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 5.1, Ortho, Reports

Ortho Report

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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In 5.1, Best Practices, Reports

Productivity Report

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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In 5.1, Scheduler

Search Blocked Off Time

If your office likes to use the "Perfect Day" booking practice, this new report will help you navigate this booking method much more efficiently. A brief description of this concept, just to be clear: The Perfect Day booking method involves "Blocking off" time slots throughout each day which are dedicated…
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In 5.1, How To Articles, Patient Information

Patient Merge

version 5.1+ The Merge Patient feature will allow you to combine duplicated patient files.  Some restrictions for the Merge function are listed below.Transferred items: All Personal and Additional tab data, Alerts and Chart alerts, Referral To records, Recalls, Insurance Policies, Appointments, all Transactions, Chart data (minus conditions and watches) Periodontic…
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