A day's patients are all of the patients who are on the schedule for the day or who have recall that is due on that day. Review this documentation for hints on how to streamline this process.

If your office uses treatment plans to record pending treatment for your patients, you can create a list of patients who have pending treatment and who also have insurance benefits remaining for this year.

Patient folders are used to store patient information such as forms, charts and x-rays.

Once in a while you may need to find a payment that didn’t get posted to the correct account. Your Datacon system has a transaction search feature that allows you to easily find a transaction by amount, check number, or reference, and/or a range of dates. 

The Scheduling Views tool is especially helpful for offices that have multiple doctors and use different books for the hygienists. Scheduling Views allows for the creation of up to 32 custom views.