Skip to main content

How-To's

Scheduling - Processing a Day's Patients

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.

Insurance - How to Create a List of Patients with Remaining Benefits

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.

Organize - How to Set Up Patient Folders

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

Organize - How To Set Up Diagnosis Codes

You can assign diagnosis codes to procedures on a treatment plan. The diagnosis codes can then be printed on a preauthorization form for the insurance company.

Insurance - Why Use Insurance Plans?

Insurance coverage for patients is more complex and changes are occurring more often than ever before. Dental practices take on the responsibility of keeping pace with these changes to provide ease of billing for their patients.