List of topics for new users

Patient

• Accessing patient records

• Adding patient records

• Attaching third parties 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

Third Parties

• Adding third parties

• Adding third-party plans

• Creating claims

• Sending claims

• Posting third-party payments

• Processing unresolved claims

Reports

• Viewing the day sheet

• Generating billing statements

• Viewing the aged receivables report

Settings

• Setting up location hours

• Creating user accounts

• Adding surgeries

• Adding procedure codes

• Adding multi-codes

• Creating fee schedules