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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

Final Report Macro Notes

On the final report page of the patient’s chart the final treatment notes are entered.  Using macro notes to enter these notes is very efficient.  Macro notes allow you to enter a complete, predefined note, with a single click.  You can... Read More

Adding a Statement Sent Note

  When printing batch Patient Statements, you will be prompted to enter a statement sent note at that time.  However, if you forgot to do that you may always do it at a later time.  Click Reports > Financials > Statement Sent Note This will... Read More

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