|
Basic controls, add a new patient, enter patient personal information,
patient basic/advance search |
 |
|
Enter medical info, Insurance policy, contact history, attach files, manage ToDo list |
|
|
Management Reports, day/month/year end, AR, monthly statement, custom fee guide. |
|
|
System customization and configuration, database backup. |
|
| Patient
Ledger |
|
Basic Ledger, billing, patient payment, insurance
payment |
|
|
Advance Ledger, family payment, held payment, adjustment, bulk cheque, resubmit claims, backdating, bank deposit. |
|
|
Ledger - Create Held Payment |
|
|
Ledger - Find and Allocate Held Payments |
|
|
Ledger - Use treatment Template in Billing |
|
|
Ledger- View EDI response from patient ledger |
|
|
Ledger - Print a Tax Receipt |
|
|
Treatment Plan |
|
Treatment Plan, Preauthorization, Post to Ledger from Treatment Plan |
|
|
Treatment Plan - Create Treatment Templates with Fees and use in a treatment plan |
|
|
Treatment Plan - Using TX templates from Charting |
|
|
Treatment Plan - Post a crown and then add a lab to the same transaction at a later date without insurance |
|
|
Treatment Plan - Post a crown and then add a lab to the same transaction at a later date with insurance |
|
|
Scheduler |
|
Scheduler
- Overview |
|
|
Scheduler - Add appointment date on receipt and statement |
|
|
Scheduler - Create new appointment status and set to flash |
|
|
Scheduler - Send batch email reminders |
|
|
Scheduler -
Recall Management with Scheduler |
|
|
Scheduler - Using the Find Appointment |
|
|
Recall |
|
Recall - How to setup Recall Types |
|
|
Recall - Setting Up a New Patient on the Recall System |
|
|
Recall - Set Up a Hygiene Recall After the 1st Hygiene Visit |
|
|
Recall - Create an Additional Recall Cycle for an Existing Patient |
|
|
Recall - How to use Recall Manager |
|
|
Medical History |
|
Medical History - Access medical warnings from schedule and chart |
|
|
Medical History - Add medical history for a patient |
|
|
Medical History - Create new medical history template |
|
| Letter
Manager and Documents |
|
Letter Manager - Create Letter Template |
|
|
Letter Manager - Generate a letter from the Scheduler |
|
|
Letter Manager - Add an X-ray or Patient Image into a Letter |
|
|
Letter Manager - Send an e-mail to a patient |
|
|
Document - Scanning/Importing a Document |
|
|
Document -
How to Remove a document |
|
|
Document - Move Documents to another category and lock a document |
|
| Charting |
|
Charting
- Overview |
|
| Digital
Imaging |
|
Digital Imaging
- Overview |
|
|
Digital Imaging - Save Input images into ClearDent from a received email |
|
|
Contract Billing |
|
Contract Billing - Settings |
|
|
Contract Billing - Create a New Contract & Post The Initial Fee |
|
|
Contract Billing - Process Batch Contract Billings |
|
|
Inventory Manager |
|
Inventory Manager - Enter and Modify New Item |
|
|
Inventory Manager - Check Out an Item |
|
|
Inventory Manager - Create Supplier List and Create a New Order |
|
|
Inventory Manager - Updating an Ordered Item That Has Been Received |
|
|
Inventory Manager - Managing the Count Sheet |
|
|
Staff Time Tracking |
|
Staff Time Tracking - Setting Up a New
Staff |
|
|
Staff Time Tracking - Check In & Check
Out |
|
|
Staff Time Tracking - How to Correct a
Mistake |
|
|
Staff Time Tracking - How to Generate
Reports |
|
Support
