In the Edit Appointment screen-
Double click here to look up a patient.
What is the Blue Box in the Name field?
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 different ways you can enter a treatment plan?
100
Under which tab would I enter a prescription?
What is the Notes tab?
100
In the Edit Appointment screen-
This is where I go to enter a lab tracker
What is the Lab button?
100
This is the tab where I enter a referral to another provider/specialist
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 Treatment Plan tab-
I need to make sure this is correct before hitting the green check mark
What is the Provider Number?
200
A patient calls and says they need to make an appointment. They say they have been to your office before but you are having a hard time finding them in the system. What might you do?
What is checking the Inactive files?
200
In the Lab Cases screen-
I need to enter the patient's last name here
What is the ID?
200
This is where I enter who we are referring to
What is the Co-Therapist box?
300
In the Edit Appointment screen-
AREC, Amalgam, Crown
What is the Blue Box in the Service field?
300
In the Treatment Plan tab-
I get a pop up massage that says I have an invalid tooth number
What is the Options Button?
300
These are examples of what are considered mandatory-
Endodontic Therapy, Nitrous Oxide Sedation, Extractions
What are Consent Forms?
300
In the Lab Cases screen-
I must do this in order for the system to track the case
What is the Link/Unlink button?
300
This is how I can search for a provider list
What is clicking on the Magnifying Glass?
400
In the Edit Appointment Screen-
Primary
What is the Recall Type?
400
In the Treatment Plan tab-
The doctor needs 6 units for this appointment
What is the Details button?
400
At the very beginning of the day your Team should do this
What is having a Morning Huddle?
400
In the Appointment Book screen-
What will indicate that a case has not yet returned from the lab?
What is the red circle on the patient's appointment?
400
If I need to enter a second referral I need to do this
What is clicking on the Co-Therapist 2 box?
500
In the Edit Appointment screen-
Wheelchair, N2O, #3 DO
What are Comments?
500
In the Treatment Plan tab-
Once I have entered the treatment plan and hit the green check mark, I must do this
What is adding the Scheduled Service?
500
A patient is inquiring about payment plans. What would you suggest?
What is Care Credit?
500
In the Lab Cases screen-
When a case has returned from the lab I need to do this
What is Mark Complete?
500
This is where I need to enter the actual treatment needing to be referred