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Overview Scheduler 1. Custom Treatment Plans 2. Exam Assistant and Doctor 3. Who’s Waiting 4. Multiple charges 5. Letter Queue adds start date column Patient/Billing 1. ADA Code 2. New Statement Insurance Program 1. Chart Screen 2. Email 3. Custom Queries 4. Insurance Claim - ADA 2012 Form

Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

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Exam Assistant and Doctor Doctor is same as Examined By on Diagnostic Letter Information tab

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Page 1: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Overview

Scheduler1. Custom Treatment Plans

2. Exam Assistant and Doctor

3. Who’s Waiting

4. Multiple charges

5. Letter Queue adds start date column

Patient/Billing1. ADA Code

2. New Statement

Insurance Program1. Chart Screen

2. Email

3. Custom Queries

4. Insurance Claim - ADA 2012 Form

Page 2: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Custom Treatment Plans

Page 3: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Exam Assistant and Doctor

Doctor is same as Examined By on Diagnostic Letter Information tab

Page 4: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Who’s Waiting

Page 5: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Multiple charges

Page 6: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Letter Queue

Page 7: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

ADA Code

Page 8: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

ADA Code on Transaction Type

Page 9: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

ADA Code on Contract Type

Page 10: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

ADA Code on Billing

Page 11: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

New Statement

Page 12: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Chart Screen in Insurance Program (read only)

Page 13: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email

Page 14: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email - Recipients

Page 15: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email – From Account

Page 16: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email - Rename Attachment

Page 17: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email - Send from Icon

Page 18: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email - Note in chart

No chart entry is made if sending email from the Icon, only if sent by right click on chart.

Page 19: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email Configuration

Page 20: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Email - Users

Page 21: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Custom Queries

Page 22: Overview Scheduler 1.Custom Treatment Plans 2.Exam Assistant and Doctor 3.Who’s Waiting 4.Multiple charges 5.Letter Queue adds start date column Patient/Billing

Insurance Claim - ADA 2012 Form