List of topics for new users

Patient

  • Accessing patient records

  • Adding patient records

  • Attaching insurance to patients

  • Posting patient payments

  • Uploading documents

Schedule

  • Scheduling appointments for existing patients

  • Scheduling appointments for new patients

  • Scheduling events

  • Following up with patients after visits

  • Confirming appointments

Clinical

  • Charting treatment

  • Charting conditions

  • Charting dentition

  • Entering clinical notes

  • Creating treatment plans

  • Entering perio exams

Insurance

  • Adding insurance carriers

  • Adding insurance plans

  • Creating claims

  • Sending claims

  • Posting insurance payments

  • Processing unresolved claims

Reports

  • Viewing the day sheet

  • Generating billing statements

  • Viewing the aged receivables report

Settings

  • Settings recommendations

  • Setting up location hours

  • Creating user accounts

  • Adding operatories

  • Adding procedure codes

  • Adding multi-codes

  • Creating fee schedules