Patient Management
This screen is where you view patient demographics and contact info.
What is the Family File?
This module is used to book patient appointments.
What is the Appointment Book?
This section tracks patient balances and transactions.
What is the Ledger?
This module is used to record procedures and conditions.
What is the Chart?
This report shows daily production totals.
What is the Daily Production Report?
This feature allows you to attach notes, alerts, and pop-ups for patients.
What are Patient Alerts?
These colors represent different appointment types.
What are Appointment Type Colors?
This process sends claims electronically to insurance companies.
What is eClaims?
This visual representation shows existing and completed dental work.
What is the Odontogram?
This tool helps track collections and payments.
What is the Collections Manager?
This section tracks referrals and marketing sources.
What is the Referred By field?
This feature allows you to quickly fill last-minute openings.
What is the ASAP List?
This feature estimates insurance coverage before treatment.
What is the Insurance Estimator?
This feature allows charting by voice commands or quick entry.
What is Quick Chart?
This feature monitors practice performance metrics.
What is Practice Advisor?
This tool helps merge duplicate patient records.
What is the Patient Merge tool?
This tool helps prevent double booking or scheduling conflicts.
What are Provider/Operatory Views?
This report identifies unpaid insurance claims.
What is the Insurance Aging Report?
This tracks periodontal measurements like pocket depth.
What is the Perio Chart?
This report shows provider productivity.
What is the Provider Analysis Report?
This area stores detailed patient correspondence history.
What is the Office Journal?
This report shows missed and canceled appointments.
What is the Broken Appointment Report?
This tool helps split payments between multiple providers or guarantors.
What is Payment Allocation?
This tool allows you to create and present treatment plans.
What is the Treatment Planner
This advanced tool customizes and filters reports.
What is Report Builder?