Software User Manual
General View
Getting Started
Selecting Patients
Main Menu
Setup
Appointment Views
Auto Codes
Claim Forms
Clearinghouses
Clinics
Computers
Data Paths
Definitions
Easy Options
E-mail
Insurance Categories
Miscellaneous
Permissions
Practice
Procedure Buttons
Program Links
Recall
Schedules
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Default Schedules
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Blockouts
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Daily Schedule
File
Printer
Scanner
Choose Database
Lists
Appointment Views
Counties
Dental School
Classes and Courses
Employees
Employers
Instructors
Insurance Carriers
Insurance Plans
Medications
Providers
Prescriptions
Referrals
Sites
Zip Codes
PROCEDURE CODES
Reports
User Query
Using SQL
Query Favorites
Query Examples
Formatting Raw Data
Printing
Exporting to Text File
ODBC Data Connection
Mail Merge in Word
Production and Income Report
Daily Reports
Deposit Slip
Procedures
Monthly Reports and Billing
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Aging Report
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Capitation Utilization
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Finance Charge Report
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Outstanding Insurance Claims
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Procedures Not Billed to Insurance
Lists
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Public Health Reports
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Dental School Grade Report
Tools
Print Screen Tool
Calculate Aging
Run Finance Charges
Billing
Public Health Screening
Appointments Module
Appointments
Default Schedules
Daily Schedules
Blockouts
Working with Appointments
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Scheduling an Appointment
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Editing an Appointment
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Deleting, Breaking, or Completing an Appointment
Unscheduled List
Recall List
Notes
Family Module
Family
Adding a new Family
Patient Information
Family Members List
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Adding a Family Member
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Deleting a Family Member
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Set Guarantor
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Moving a Family Member to another family
Insurance Plans
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Plan List
Insurance Coverage
Billing Module
Billing
Payments
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Pay Splits
Adjustments
Creating an Insurance Claim
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Entering an Insurance Payment
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Claim Procedure
Payment Plans
Printing a Statement
Buttons at Lower Right of Billing Module
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Letters
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Letter Merger
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Lable
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E-mail
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To Task List
Treatment Plan Module
Treatment Plan
Chart Module
Chart
Editing Procedures
Prescriptions
Medical / Service Notes
Planned Appointment
Perio Charting
Images Module
Images
Scan, Import, and Paste
Management Module
Manage
Send Claims
Backups
Task Lists
Messages
Time Clock
Message Module
Message
Miscellaneous Features
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Using Data in Other Programs
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ODBC Connection
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Refreshing Data and Concurrency Issues
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Orthodontic Practices
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HIPAA