Symbols & Numeric
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X Y Z
Symbols & Numeric
2.4.2.0 (Summer 2016) Release
2.4.3.0 (Fall 2016) Release
2.4.4.0 (Spring 2017) Release
2.4.5.0 (Summer 2017) Release
2.4.6.0 (Fall 2017) Release
2.4.7.0 (Spring 2018) Release
2.4.8.0 (Fall 2018) Release
2.4.9.0 (Spring 2019) Release
A
About Eligibility Verification
About QSIDental Web
About Scheduler Views
About Service Restrictions
About the List View
About the Patient Info Pane
About the Scheduler
About the User Per-Office Settings
About User Setup
Access the Internet
Access the List View of the Scheduler
Access the Scheduler
Accessing the Scheduler
Account and Office Setup
Account Info
Account Info
Account Info
Account Members Section
Acknowledge a Service Restriction
Action Buttons in the Treatment Plan Module
Actions Available in the List View
Add a Clinical Note
Add a Dental Insurance Carrier
Add a Flash Alert for a Patient
Add a Lab
Add a Medical Alert from the Patient Summary
Add a Medical Insurance Carrier
Add a Member
Add a New Fee Schedule
Add a Non-Clinical Document
Add a Patient Note
Add a Patient Payment
Add a Patient Photo
Add a Patient Record
Add a Problem
Add a Procedure Code
Add a Procedure in the Transaction Entry module
Add a Provider
Add a Treatment to an Appointment by Category
Add a Treatment to an Appointment by Code
Add a User
Add an Appointment from the Patient Info Pane
Add an Attachment
Add an ICD Code
Add an Insurance Plan
Add an Office
Add Appointment Notes in List View
Add Block Time
Add Chart Perio Preferences
Add Common Directions
Add Custom Notes to the Claim History
Add Diagnosis Codes to Dental Treatments in the Chart Module
Add Diagnosis Codes to Dental Treatments in the Treatment Plan Module
Add Diagnosis Codes to Medical Treatments in the Chart Module
Add Diagnosis Codes to Medical Treatments in the Transaction Entry Module
Add Diagnosis Codes to Medical Treatments in the Treatment Plan Module
Add Document Categories
Add Favorite Prescriptions
Add Independent Treatments to an Appointment
Add Insurance Benefits
Add Insurance Coverage
Add Insurance Provider IDs
Add Offices Where Provider Works
Add or Edit an Insurance Plan
Add Patient Information
Add Patient Information
Add Patient Information
Add Patient Referral Preferences
Add Previously Planned Treatments
Add Primary Dental Plan
Add Primary Dental Plan for a Member
Add Production Time
Add Provider Info
Add Responsible Party Information
Add Restrictions for an Insurance Plan
Add Routing Slip Customizations
Add Service Restrictions
Add Short Notice Information to an Appointment
Add Treatments Section of the Treatment Plan Module
Add Treatments to an Appointment by Explosion Code
Add Treatments to an Existing Group
Adding a Clinical Note for Approval
Adding a Patient Record
Adding MU Information for a New Patient
Adding MU Information for an Existing Patient
Additional Insurance Setups
Additional Office Options
Additional User Options
Administrator Responsibilities
Aging Report Criteria
Aging Reports
Aging Reports for a Single Office
Aging Reports for Multiple Offices
Alerts
Allergies Tab
Allocate Patient Payments
Analyze the Report Fields
Appointment Details
Appointment Documents
Appointment Options
Appointment Status
Appointment Status Attributes
Appointment Time Indicators
Appointments
Appointments at a Glance
Approve a Work List Item
Assign Operatories
Associate an EOB with a Payment
Attach a file from QSIDental Web
Attach a Local File
Attach a Periodontal Exam
Attach an X-Ray
Audit Payments
B
Batch Claim Payment Search Option
Batch Claim Payments
Batch Claim Payments 835
Batch Claims
Batch Insurance Check Detail
Batch Insurance Payments - 835 Overview
Billing
Billing and Claims
Billing and Claims Information Flow
Billing and Claims Introduction
Bleeding and Suppuration
Browser Functions
C
Calendar Reminder Process
Cancel an Appointment
Change a Payment in a Regular Payment Plan
Change a Payment in an Ortho Payment Plan
Change Treatment Plan Status
Changing the Approval Provider
Chart a Condition Using a Palette
Chart a Planned Treatment with a Palette Button
Chart a Treatment as Completed
Chart an Existing Treatment Using a Palette Button
Chart an Existing Treatment Without a Palette Button
Chart Completed Treatment
Chart Conditions
Chart Conditions without a Palette Button
Chart Details
Chart Existing Treatment
Chart Planned Treatment without a Palette Button
Charting a Clinical Element
Charting Info (Add a User - Step 6 of 6)
Charting Planned Treatment
Check for Service Restrictions
Check for Service Restrictions from a Treatment Plan
Check for Service Restrictions from the Add/Edit Insurance Plan Screen
Check for Service Restrictions from the Chart Details
Check for Service Restrictions from the Patient Info Pane
Check for Service Restrictions from the Patient Overview
Check for Service Restrictions on a Patient's Insurance Plan
Check for Service Restrictions While Adding a Procedure
Check for Service Restrictions While Adding an Appointment
Checks tab
Chrome Settings
Claim History
Claim Work Status
Claim Worklist
Claim Worklist Views Setup
Claims
Clinical
Clinical Note Approval
Clinical Note Approval Worklist
Clinical Notes
Clinical Summary
Clinical, Smart Code Info
Close Out
Closing Activities
Codes and Types
Compare and Select PSR Exams
Comparison Graph Exam
Comparison Graph Tab
Comparison Tab
Comparison Tab
Comparison Tab
Comparison Tabs
Comparison Tabs
Comparison Tabs
Complete a Planned Treatment
Complete a SmartNote
Complete an Electronic Form
Copy Holidays
Copy or Import a Schedule
Create a Chrome Shortcut for QSIDental Web
Create a Claim
Create a Group for Treatments
Create a Preauthorization
Create a Regular Payment Plan
Create a Security Group
Create a Treatment Plan
Create an Orthodontic Payment Plan
Create Appointment Labels
Create Statements
Creating a Tooth Chart
Creating an Enhanced Periodontal Chart
Creating and Managing Tasks in the Scheduler
Creating Appointments
Credited Hygiene Reporting
Criticare Monitoring
Criticare Reports
D
Daily Flash Report
Daily Provider Summary Report for Pending Approvals
Daily Scorecard Report
Daily View of the Scheduler
Deactivate a User
Default Insurance Plan Coverage Categories
Delete a Clinical Element
Delete a Lab
Delete a Lab Case
Delete a Patient Photo
Delete a Task
Delete an Appointment
Delete Appointments in List View
Delete Restrictions for an Insurance Plan
Dental Insurance
Dentition
Deposits Tab
Diagnosis Code Transmission Summary
Discounts
Display Options
Document Revision History
Document Type
Documents Module
Drug Search Tools
E
Edit a Clinical Element
Edit a Lab
Edit a Lab Case
Edit a Security Group
Edit a Task
Edit a Treatment Plan
Edit a User
Edit an Appointment in List View
Edit an Office
Edit eRx Patient Profile
Edit Insurance in List View
Edit Ledger Entries
Edit Patient Information from the Patient Info Pane
Edit Provider Groups
Edit Restrictions for an Insurance Plan
Edit TransFirst Settings
Edit User Per-Office Settings
Editing a Treatment Plan
Editing and Deleting Clinical Elements
Electronic Attachments
Electronically Prescribe a Medication
Eligibility Verification
Email Health History Link
Emergency Contact Information
Enable a Procedure for a Dental Therapist or Advanced Dental Therapist
Enhanced Perio
Enhanced Perio Introduction
Enter a New Lab Case
Enter Conditions and Services
Enter Data in the Meaningful Use Module
Enter Holidays
Enter Other Periodontal Data
Enter Pocket Depth Data
Enter Pocket Depth Data Using the Keyboard
Enter PSR Exam Data
Entering Conditions and Services
Entering Exam Data
Entering Exam Data: Other Data
Entering Exam Data: Other Data
Entering Exam Data: Other Data
Entering Exam Data: Pocket Depth
ePrescribing
ePrescribing Options
ePrescribing Overview
Exclude Responsible Party from Statement
Exploring QSIDental Web
Explosion Codes Setup
Export the List View to Excel
F
Fee Schedule Setup
Fields Within the Income Allocation Summary Report
Fill a Short Notice Slot
Filter by Tooth History
Filter the List View
Filter the Tooth Chart Using a Preset Filter
Filter the Tooth Chart Using a Single-Use Custom Filter
Finalize the Attachments
Finance Charges
Find an Appointment
Find an Appointment Slot
Find Appointment Slot By Production Type
Find Slot
Flash Alerts
Frequently Asked Questions
Functionality Corrections
Functionality Corrections 2.4.2.1
Functionality Corrections 2.4.2.2
Functionality Corrections 2.4.2.3
Functionality Corrections 2.4.3.1
Functionality Corrections 2.4.3.2
Functionality Corrections 2.4.3.3
Functionality Corrections 2.4.3.4
Functionality Corrections 2.4.4.0
Functionality Corrections 2.4.4.2
Functionality Corrections 2.4.4.3
Functionality Corrections 2.4.5.1
Functionality Corrections 2.4.6.1
Functionality Corrections 2.4.7.1
Functionality Corrections 2.4.7.2
Functionality Corrections 2.4.7.3
Functionality Corrections 2.4.8.1
Functionality Corrections 2.4.8.2
Functionality Corrections 2.4.8.3
Functionality Corrections 2.4.8.4
G
Generate Charges for a Regular Payment Plan
Generate Ortho Payment Plan Charges
Generate Reports Task
Generate Statements Task
Getting Oriented in the Enhanced Perio Module
Getting Oriented in the Ledger
Getting Oriented in the Scheduler
Getting Oriented in the Task Scheduler
Getting Oriented in the Treatment
Getting Started
Graphical Chart
Grouping Treatments
H
Hide and Show the Patient Info Pane
Holidays (Add an Office - Step 6 of 10)
Home Office (Add a User - Step 3 of 6)
I
ICD-10
Identify Diagnosis Codes in the Claims Module
Import a Document
Including Treatment Items in an Appointment
Income Allocation Summary Report
Income Allocation Summary Report Overview
Index a Scanned EOB File
Insurance
Insurance
Insurance
Insurance Carriers Setup
Insurance Claims Process
Insurance Eligibility
Insurance Payment Summary
Insurance Payment to...
Insurance Setup
Insurance Setup
Insurance Setup
Insurance: Custom Attachment
Insurance: Dental Carriers
Insurance: Medical Carriers
Insurance: Service Restrictions
Internet Explorer Settings
Introduction to Patient Records
K
Keyboard Functions
L
Lab Case Report
Lab Case Setup
Lab Cases
Lab Cases
Lab Cases
Labs Setup
Ledger
Ledger View Toggle
Legal Notice
Link a Lab Case to an Appointment
List View of the Scheduler
Locating an Appointment
Login Info (Add a User - Step 4 of 6)
M
Make an Operatory Inactive
Manage ePrescribing
Manage Family Appointments in List View
Meaningful Use
Meaningful Use for Dental Practices
Meaningful Use in Patient Overview
Meaningful Use in QSIDental Web
Meaningful Use List
Meaningful Use Module
Medical Alerts
Medical Alerts
Medical Alerts
Medical Information
Medical Information for a Member
Medical Setup
Members
Merge a Patient with an Existing Patient
Miscellaneous Setup
Modify a Work List Item
Monthly Statement Messages (Add an Office - Step 3 of 10)
Move a Patient Record
Move a Patient to a New (Self) Responsible Party
Move a Patient to a New Responsible Party
Move a Patient to Another Responsible Party
Moving Patient Records
N
NEA
Network Access
New Appointment Window
New Appointments
New Year New Fees
NextGen Success Community
Notes and Alerts
Notes and Documents
Notes and Documents Overview
Notes Tab
O
Office Billing Information (Add an Office - Step 1 of 10)
Office Close Out
Office Groups
Office Schedule (Add an Office - Step 5 of 10)
Office Settings (Add an Office - Step 2 of 10)
Office Setup
Offices User Works At (Add a User - Step 2 of 6)
Open the Approval Work List
Open the Treatment Plan Module
Operatories (Add an Office - Step 4 of 10)
Operatory Functions
Ortho Payment Plan Billing Details
Ortho Payment Plan Details
Orthodontic Payment Plans
Outstanding Insurance Claims
Outstanding Insurance Claims
Outstanding Insurance Claims
Overview of Lab Cases
Overview of Labs Setup
Overview of Rebill Claims
Overview of Service Restrictions
Overview of the Lab Case Report
P
Paid Claims
Palettes
Paper Claims
Patient Info Pane
Patient Information Screen
Patient Information Section
Patient Insurance Payment
Patient Messaging Reminders
Patient Notes Module
Patient Overview Screen
Patient Payments
Patient Photo
Patient Prescription Option Menu
Patient Records
Patient Referral (Add an Office - Step 10 of 10)
Patient Summary Tab
Patient Types
Payment and Adjustment Types
Payment Plan Overview
Payment Plans
Payment Plans
Payment Plans
Payments
Payments Tab
Pending Approval Notifications
Perio 2 Comparison Tabs
Perio Graph Tab
Perio Graph Tab
Perio Graph Tab
Perio Tab
Perio Tab
Perio Tab
Perio Tab and Perio Graph Tab
Perio Voice Commands
Periodontal Charting
Periodontal Charting Introduction
Periodontal Exam Flow
Pharmacy Tab
Plan Toggle
Planning Future Treatment
Pocket Depth
Post a Batch Claim Payment
Post a Single Insurance Payment
Post a Treatment
Post Payments Automatically
Post Payments Manually
Posting a Treatment
Posting Details Window
Post-Op Call Process (Clinical)
Post-Op Call Process (Patient Notes)
Post-Op Calls
Post-Op Calls Overview
Post-op Calls Tips and Tricks
Post-Operatory Functions
Pre-Auth Remittance Tab
Preauthorizations
Preferences Settings (Add an Office - Step 9 of 10)
Pre-Operatory Functions
Print a Perio Report
Print the Walkout Report
Print the Walkout Report
Print the Walkout Report
Printed Perio 2 Reports
Printing the Periodontal Exam Results
Procedure Codes
Procedure Codes: Additional Options
Procedure Codes: Procedure Codes
Procedure Info
Procedure List (Add an Office - Step 7 of 10)
Procedure to ICD Cros Coding
Process Batch Claims
Processing Batch 835 Payments
Production and Block Time
Provide a Clinical Summary
Provider Adjustments Tab
Provider Assignment
Provider Groups
Provider Per-Office Settings
Provider Per-Office Settings
Provider Per-Office Settings
Provider Setup
Provider Setup Introduction
PSR Charting
PSR Introduction
Q
QSIDental Web Learning Videos
QSIDentalWeb Login
Questionnaires
R
Rebill Claims
Rebill Claims
Rebill Claims
Rebill Claims in the Ledger
Recall Information
Recall Information for a Member
Recalls
Receipts
Recommendations
Recommended Reports
Re-Estimate Fees
Re-Estimate Fees in the Tooth Chart Module
Re-Estimate Fees in the Treatment Plan Module
Reestimate Fees Process
Re-Estimate Treatment Plan
Re-Estimate Treatment Plan Questions and Answers
Re-Estimate Treatment Plan Setup Options
Referral Types
Regular Payment Plan Billing Details
Regular Payment Plan Details
Regular Payment Plans
Release Items
Remove a Flash Alert
Remove Treatments from a Group
Reports
Reports Overview
Request Claim Status
Reschedule an Appointment by Cutting and Pasting
Reschedule an Appointment by Dragging and Dropping
Reschedule an Appointment Using the Add/Edit Appointment Window
Rescheduling Appointments
Reserving a Slot
Reset Insurance Benefits
Responsible Party Section
Responsible Party Type
Responsible Party Types
Review and Update Preauthorizations
Review Attachment Status
Review ePrescriptions
Review Pending Prescriptions
Rule Types
Rule Types
Rule Types
Run the Income Allocation Summary Report
Run the Lab Case Report
S
Scan a Clinical Document
Scan a Patient's Insurance Card
Scan and Index EOBs
Scan and View Interface
Scan EOB Statements
Scan EOB Utility
Scan EOB Utility Introduction
Schedule an Appointment for a Family Member of an Existing Patient
Schedule an Appointment for a New Patient
Schedule an Appointment for an Existing Patient
Schedule Collection Letters Task
Schedule the 835 Auto Posting Task
Schedule the Batch Claims Task
Schedule the Ortho Payment Plan Charges Task
Schedule the Regular Payment Plan Charges Task
Schedule View
Scheduler Color-Coding
Scheduler Menu Bar
Scheduler Production Type
Scheduler Right-Click Menu
Scheduler Tips
Scheduler Toolbar
Scheduler Views
Scheduler Views
Scheduler Views
Scheduler Views - Additional Options
Scheduling
Search Batch Checks
Search for a Patient
Search for a Plan
Search for a Procedure by Category
Search for a Procedure by Code or Description
Search for Patients with Appointments on a Specific Date
Searching Patient Records
Secondary Provider
Security Group Setup Window
Security Groups
Security Groups, Letters and Progress Notes Macros (Add an Office - Step 8 of 10)
Security Rights
Security Settings
Select a Fee Schedule
Select an Office
Select and Compare Exams
Selected Insurance Claim Details
Selected Insurance Claim Details
Selected Insurance Claim Details
Selecting a Tooth
Selecting Exams
Send Email or Text Message Communication
Send Recall Reminder Postcards
Sending Communication From QSIDental Web
Service Restriction Alerts
Service Restrictions
Set Production Goals
Set Production Schedules
Set the Schedule
Set Up an ERA Profile
Set Up Payment and Adjustment Types
Set Up Provider Groups
Set Up Reason Codes
Set Up the Insurance Plan
Setting Up Communication Features
Setting Up Post-op Calls
Setup Introduction
Short Notice
Single Insurance Payment
SmartNotes
Specify Where Service Restriction Alerts Will Display
Statement Options
Statement Report
Statements
Sticky Notes
System Requirements
System Setup
T
Task Panels
Task Scheduler
Tickler
Toolbar Icons
Tooth Chart Basics
Tooth Chart Module Components
Tooth Charting Overview
Transaction Entry Module
Transmission Options
Transmit an ePrescription
Treatment Plan Module
Treatment Plan Section of the Treatment Plan Module
Treatment Planning
U
Unallocated Patient Payments
Unclose Claim
Unresolved Items
Update Appointment Status in the List View
Upload Bank Data
User Group (Add a User - Step 5 of 6)
User Info (Add a User - Step 1 of 6)
User Names and Passwords
User Passwords
User Per-Office Settings
User Setup
Utilities
V
Verify Eligibility Electronically As Needed
Verify Eligibility Manually
View a Document
View a History of Eligibility Checks
View a Patient's Insurance Plan Details
View a Saved Document
View Claim History
View Insurance Plan Details from the Patient Info Pane
View Insurance Plan Details in List View
View Patient Information in List View
Views and Filters
W
Weekly View of the Scheduler
What is Meaningful Use?
Workflow