Scheduling
Patient Information Center
Treatment Planning
Miscellaneous
Co-Therapist
100
In the Edit Appointment screen- Double click here to look up patient
What is the Blue Box in the Patient field?
100
In the Patient Info Center (PIC)- Here is where you see patient's address & phone number
What is the General Tab?
100
In the Treatment Plan tab- Enter the code manually, double click on the service, click & drag the service, or speed codes
What are the ways you can enter a treatment plan?
100
Under which tab would I enter a perscription
What is the Notes Tab?
100
Under this tab is where I enter a referral to another provider
What is the General Tab?
200
You are in the Appointment screen- How do you make an appointment?
What is Right click, make? Or what is double clicking?
200
In the Patient Info Center (PIC)- When is the patient's next appointment?
What is the Appointments Tab?
200
In the Treatment Plan tab- I need to make sure this is correct before hitting the green check mark.
What is the Provider Number?
200
The doctor has several opening that need to get filled. What is the report I might run to help fill the schedule?
What is the Work in Progress (WIP) Report?
200
This is where you add who you are referring to in the General Tab
What is Co-Therapist?
300
In the Edit Appointment screen- AREC, Amalgam, Crown
What is the Service?
300
Patient calls and says, "I need to schedule a crown the doctor said I need." Where would I go first?
What is the Treatment Plan?
300
In the Treatment Plan tab- I get a pop up message that says I have an invalid tooth number
What is the Options Button?
300
What is a tool I can use to help fill a hygiene opening?
What is the Recall Report? or What is the No Future Appts Report? or What is the Call List?
300
If I want to add a second referral I need to do this
What is clicking on the Co-Therapist 2 line?
400
In the Edit Appointment screen- Primary
What is Recall Type?
400
Patient tells you that they have moved. Where would you update this?
What is the Communication Tab?
400
In the Treatment Plan tab- Dr. needs 6 units for this appointment
What is the Detail Button?
400
A patient calls and wants to know what their balance is. Where might I go to answer this question?
What is the General Tab? or What is the Ledger? or What is Quick Answers?
400
This is how I can search for a provider list
What is clicking on the Magnifying Glass?
500
In the Edit Appointment screen- Wheelchair, N2O, #3 DO
What are Comments?
500
Dr. wrote a prescription and it needs to be entered into their account. Where would you do this?
What is the Notes Tab?
500
In the Treatment Plan tab- Patient wants to know exactly what insurance will pay
What is a Pre-Treatment Estimate? Or what is a Prior-Authorization?
500
This is one of the most important function of a PSR, LPSR , and BOM
What is keeping the schedules full? or What is making appointments?
500
This is where I need to enter the actual treatment needing to be referred
What is the Button with a Man and a Green Arrow?
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