Patient Management

Patients

• -Patient Profile page
• Find a Patient*
• -Add Unsubscribe Option to Templates
• Modify search results fields*
• -Patient Details Report
• -Communication Log Report

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Patients: Insurance/Various

• -Why is the patients Medicare claim being declined?
• -Child Dental Benefit Scheme: Setup Patient File for CDBS
• -Add Multiple Insurance Plans Against One Patient
• -Setup Patient File for Insurance Claims
• -Remove Insurance Plan from Patient File

Patients: Recalls/Referrals

• -Add New Referrals / Contact Manager
• -Make a Referral Inactive
• -Link Referral Details to a Patient - how did you hear about us?
• -Log who a Dentist Referred the Patient To (Referred To)

Patients: History

• -Add New Alert Types
• -Add Alert to Patient File
• -Modify a Patient Alert
• -Delete and Inactivate Patient Alerts
• -Add New Medical Conditions from Patients page
• -Add and Update Medical History

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Letters

• -Medical History Forms
• -Patient letter notification icon
• -Create a New Letter Category
• -Rename a Letter Category / Change Category Location
• -Delete a Letter Category
• -Create a New Letter Template

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Documents

• -Move a Document to another Folder
• -Scanning to Documents
• -E-mail from Documents page
• -Create New Folder in Documents
• -Change File or Folder View in Documents
• -Delete a File or Folder from Documents

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SMS Manager

• -SMS Manager: Go To Patient pages
• -Managing Replies from Appt Reminders
• -Managing Replies for SMS Sent from Recalls
• -Managing Replies for SMS Sent from Patient Details
• -Managing Replies for SMS Sent from Queries