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Administrator's Setup Workflow
Welcome to your new Database! Let's get started with your setup! The workflow below will guide you through the setup steps in the most efficient manner. Getting Started Getting Started Overview Standard Operating Procedures and Best Practices Quick ...
Appointment Reminder & Response Setup
This is a Premium Add-On Feature. Contact your Account Manager for more information. Appointment Reminders can be sent to your Patients by text, email, or voice. If you want the Patients to reply, text message reminders can be set up to support ...
Schedule Setup and Build Overview
Schedule Setup and Build Scheduling Setup is the backbone of your calendar. The setup drives the options you have when making an Appointment and the column options that can be displayed. Schedule System Settings Before building your Schedule, define ...
Electronic Dental Claims Setup and Overview
Before creating Dental Claims, some preliminary set up needs to be done. Ask Support or your Implementation Manager to activate the Internal Setting(s). Dental Setup Dental Payer On the Insurance in the Insurance Library, select Electronic/Dental for ...
Quick Registration for New Patients
Register a New Patient from the Calendar or using the Navigation Search Box (Go-Box) You can use the Quick Registration option when registering a Patient from the Calendar or using QR in the Navigation Search Box. Make specific fields mandatory or ...