Documents & Contacts
No more lost or misfiled documents. Create, scan and store all documents. Save staff time and improve organization.
Documents
Built-in Word Processor
No need to use a separate word processing program — we built one in.
Easy Emailing
Email documents to specialists, patient, insurance (where available), attach images easily and store received emails.
Digitize Incoming Paper
One-click scanner integration allows you to digitize incoming paper quickly and easily.
Contacts
Track Contact History
Easily document phone call summaries under the Contact tab. ClearDent automatically updates time and staff member when history is created.
Manage Referrals
Track referrals and create comprehensive referral reports to help you identify who’s providing you the most valuable referrals.
Document Education History
Automatically store information related to Optio, also integrated with ClearDent. When was the video shown? Simply look here.
