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Getting Started
Patient Records
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
- Setup Introduction
- Administrator Responsibilities
- Account and Office Setup
- Provider Setup
- Insurance Setup
- Medical Setup
- Add Document Categories
- Codes and Types
- Scheduler Views
  There are as many different ways to view the scheduler as people that view it -daily or weekly, by provider or operatory. Some views are available by default; others are created by the administrator for each office. User views are structured by office and support the providers and operatories and are especially useful for providers who wish to have a paper version of the day’s schedule. Once created, the views will be available for selection under the User Views menu in the Scheduler. Many practices use these views for dentist-hygienist teams or specialists.
- Miscellaneous Setup
  The Miscellaneous Setups window groups a number of setup tools together under a single option. Not all of these items will need to be changed from the defaults.
- Labs Setup
- Set Up Payment and Adjustment Types
- Fee Schedule Setup

System Setup

The following sections provide information on concepts related to System Setup.

Setup Introduction
Administrator Responsibilities
Account and Office Setup
Provider Setup
Insurance Setup
Medical Setup
Add Document Categories
Codes and Types
Scheduler Views
There are as many different ways to view the scheduler as people that view it -daily or weekly, by provider or operatory. Some views are available by default; others are created by the administrator for each office. User views are structured by office and support the providers and operatories and are especially useful for providers who wish to have a paper version of the day’s schedule. Once created, the views will be available for selection under the User Views menu in the Scheduler. Many practices use these views for dentist-hygienist teams or specialists.
Miscellaneous Setup
The Miscellaneous Setups window groups a number of setup tools together under a single option. Not all of these items will need to be changed from the defaults.
Labs Setup
Set Up Payment and Adjustment Types
Fee Schedule Setup