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