The Patient Banner

The Patient Banner indicates a selected patient's name, birthdate, age, and gender. The letter G indicates that the patient is the guarantor of the account. An insurance subscriber icon (green shield with a $ in white) indicates that the patient has insurance. The banner also includes the patient's appointments, phone numbers, primary dental provider, primary and secondary insurance providers, the Submit New Ideas, Settings, Help, Create New Family, and Create New Entity buttons, the Quick Search text box.

Click the Settings button to set up and maintain your practice or to set up passwords. Using Quick Search, you can quickly switch from patient to patient in Accounts, Chart, Patient, Treatment Plans, and other modules that require you to select a patient.

You can also expand the Patient Banner to view more information and to perform some tasks. For more information, click The Patient Banner.

Click the Help button to open the Help menu from which you can open Easy Dental Help or check for, install, and learn about available updates and connect to the Resource Center. To learn more, click the following links:

·        Selecting patients using Quick Search

·        Submitting new ideas

·        Setting up Easy Dental

·        Maintaining Easy Dental

·        Setting up passwords

·        Creating new families

·        Creating new entities

·        Creating new insurance providers

·        Creating new providers

·        Creating new staff members

·        Creating new employers

·        Creating new referred by referrals

·        Creating new referred to referrals