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Advanced Admin Training Outline

Advanced Admin How to optimize TDO and utilize reports to manage your practice proficiently Topics covered:  Financial reportsAging Analysis and Account StatementsSnapshot in more detailBreakdown snapshotInaccurate posting of multiple locations... Read More

[v12] Right-Click options

Overview The available right-click options vary depending on the field being clicked on - not all fields have options available. Right-click options can include value lookup, customizing dropdown lists, query searches.     Table of Contents ... Read More

Making a Block Appointment

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

Patient Check In

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

Viewing Patient Notes

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

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