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Patient Records
Patient Information
The QDW application stores patient information on the Patient Overview window.
Account Members Section

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Getting Started
Patient Records
- Introduction to Patient Records
- Patient Information
  The QDW application stores patient information on the Patient Overview window.
  - Patient Information Section
  - Responsible Party Section
  - Account Members Section
  - Recalls
  - Scheduled Appointments
    The Appointments section on the Patient Overview window, has filters enabling you to view specific appointment types.
  - Payment Plans
  - Billing
    The Billing section shows an overview of the billing information and payment history for each member on the account.
  - Insurance
    The Dental Insurance section of the Patient Overview window displays the active insurance plans associated with the account. By default, the primary and secondary dental plans display in this section.
- Searching Patient Records
- Moving Patient Records
- Adding a Patient Record
- Members
- Notes and Documents
- Insurance
- Lab Cases
Scheduling
Treatment Planning
Clinical
PSR (Perio Screening and Recording) Charting
Periodontal Charting
Patient Referrals
An overview of incoming and outgoing patient referrals.
Billing and Claims
Closing Activities
Utilities
Release Items
Recommendations
System Setup

Account Members Section

The Account Members section of the Patient Overview screen lists all patients who fall under the same responsible party. Click a patient's name to switch to that patient.