New User resources

When adding a patient into the system you have the option of using the small or the large registration form.   The large registration form, or the ‘Patient Registration Form’, has more options than the small one. The registration form... Read More

Open by clicking ‘Earlier Appointment Call List’ button on the calendar. All patients will show that requested an earlier appointment for the selected doctor. You may easily open an appointment by clicking the ‘Open Appointment... Read More

Select the appointment by clicking on the appointment once. Put your mouse over top bar to see a double arrow. Click, hold and drag the appointment to a different location on the same calendar view OR to change only the end time Select the... Read More

Select the needed date and drag to select the time. Right click and select “Block Schedule.” Enter the name for the block. Select an “In” or an “Out” block.  Colors for each are under “Program Setup,” “Appointment Setup.” Select... Read More

Select the needed date and drag to select the time. Right click and select “New Recurring Appointment.” Verify and make changes to the start and end times. Enter recurrence pattern and details on the right. Enter details for the “Range of... Read More

Open Calendar Right click on the appointment and select “Check In.” Click the button next to “Mark patient as In.” Click OK on the time box (can change time here if necessary.) Appointment is highlighted in yellow on calendar. Ask for any... Read More

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Notes will always show based on the current filters selected at the top of the Notes tab Most of the time in the operatory you will want to set the filter to:  Both (show patient and current tooth notes), Show (show private notes), Hide (hide... Read More

Overview Macro Notes allow you to enter a ‘daily note’ explaining what you did that visit with a patient without having to open the Patient Note Page and enter the note manually. You have an unlimited number of Macro Notes available. To... Read More