Easy Dental
Help

The Patient Banner

The Patient Banner indicates a selected patient's name, birthdate, age, and gender. The letter G next to the patient's name indicates that the patient is the guarantor of the account. 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, and the Quick Search text box.

Click the Settings button to set up and maintain your practice or to set up passwords. Using Quick Search or Advanced 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 a patient's address, chart number, and Social Security number; allergies, alerts, and recall appointments; appointment list and details including broken appointments; insurance details (primary and secondary); and account details.

Button

Name

Function

Submit New Ideas

Click to submit ideas for new features or changes to Easy Dental.

Settings

Click to set up and maintain your practice and to set up passwords.

Help

Click to open the Help menu from which you can open the Easy Dental Help system or check for, install, and learn about available software updates and connect to the Resource Center.

Create New Family

Click to create a new patient/family.

Create New Entity

Click to create new insurance and dental providers, office staff, patient employers, and referrals.

Medical Alerts

Click to create a medical alert for the selected patient.

Patient Alerts

Click to create a patient alert for the selected patient.