A Summary of Links to New Practice Manager Articles

Setup

How to set up the new staff member in D4W

1. Add a New Staff Member

2. Add a New Provider

Related Topics may include:

1. D4W Mobile: Add new Staff for D4W Mobile

2. Create Staff Role Positions

3. Video: Setup Security

4. Setup Security SuperGroups

5. Set Password Restrictions - control password length, characters and history

6. Set or Change a Password

7. Recording Staff Attendance

 

D4W Training

Appointment Book Setup

1. Add a New Appointment Book: Add New Appointment Book

2. Create Appointment Book Stencils / Preset Book Templates: Create Appointment Book Stencils / Preset Book Templates

3. Apply an Appointment Book Stencil to an Appointment Book Template: Apply an Appointment Book Stencil to an Appointment Book Template

4. Fortnightly / Alternating Weeks Appointment Book Templates: Setup Fortnightly / Alternating Weeks Appointment Book Templates

5. Update / Design Appointment Book Templates: Update / Design Appointment Book Template

6. Add Pre-Booked Slots to Templates: Add Pre-Booked Slots to Templates

7. Insert Regular Breaks into Appointment Book Template: Insert regular breaks into Appointment Template

8. Make Appointed By Mandatory: Make Appointed By Mandatory

9. Additional Appointment Book Setup Articles

Using Appointment Book

1. Close an Appointment Book: Close an Appointment Book

2. Using the Standby List: A Summary of Links to Standby List Articles

3. Using the Cancelation list: Using the Cancellation List

4. Use Schedule of Providers for Shared Appointment Books: Use Schedule of Providers for Shared Appointment Books

5. Additional Using Appointment Book Articles

Appointment Book Reports

1. Summary Article of Links to Appointment Book Reports Articles: A Summary of Links to Appointment Book Report Articles

eAppointments

1. Manage eAppointment Appointment Conflicts: Manage eAppointment Appointment Conflicts

2. Understanding eAppointment Synchronisation Settings: Understanding eAppointment Synchronisation Settings

3. Link Books to eAppointments: Link Books to eAppointments

4. Assign Appointment Reasons to Providers: eAppointments: Assign Appointment Reasons to Providers

5. Setup Appointment Reason: eAppointments: Setup Appointment Reason

6. Add a Fee to an Appointment Reason: eAppointments: Add a fee to an Appointment Reason

7. Add Provider Information: eAppointments: Add Provider Information

8. Stop a Patient Booking Online: eAppointments: Stop a patient booking an online booking

9. Setup eAppointment Confirmation and Cancellation Messages: Setup eAppointment Confirmation and Cancellation Messages

10. Additional eAppointments Articles

Patient Details

1. Prompt to Enter Mobile on New Patient Creation: Prompt to Enter Mobile on New Patient Creation

2. Move Individual Patient to a Family File: Move Individual Patient to a Family File

3. Patients Status - Family Head / Family Member: Patients Status - Family Head / Family Member

4. Change from Family Member to Individual Head: Change from Family Member to Individual Head

5. Patient History Audit Report: Patient History Audit Report

6. Merge Duplicate Patients: Merge Duplicate Patient Records

7. Recall History Report: Recall History Report

8. Patient Communication Log/Report: Patient Communication Log/Report

9. Additional Patient Details Articles

 

eForms 

1. Managing eForm Patient Conflicts: Managing eForm Patient Conflicts

2. Create a New eForm: Create a New eForm

3. Editing eForms: Editing eForms

4. Publish an eForm for Patients to Use: Publish an eForm for Patients to Use

5. Deactivate an eForm: Deactivate an eForm

6. Hide an eForm from Patients: Hide an eForm from Patients

7. Additional eForms Articles

eKiosk

1. How to Use eKiosk: How to Use eKiosk

2. Link eForms to eKiosk: Link eForms to eKiosk

Reports

1. Top 5 Commonly Used Reports: A Summary of Links to the Top 5 Commonly Used Reports

2. Reversed Invoices Report: Audit Trails: Reversed Invoices Report

3. Reversed Receipts Report: Audit Trails: Reversed Receipts Report

4. Deleted Appointment Report: Audit Trails: Deleted Appointments Report

5. Changed Appointment Duration Report: Audit Trails: Changed Appointment Duration Report

6. Changed Treatment Provider Records After Banking Report: Audit Trails: Changed Treatment Provider Record after Banking Report

7. Additional Reports Articles

8. Additional Audit Trail Reports Articles

Bank Slips

1. Handling End of Day Reconciliation: Handling End of Day Reconciliation

2. Place a payment on Hold / Exclude from Bank Slip: Place a Payment on Hold / Exclude from Bank Slip

3. Banking Conflict: Banking Conflict

4. Additional Bank Slips Articles

Queries

1. Simple Query Wizard: Generate a Batch using Simple Query Wizard

2. Common Simple Query Filters: Common Simple Query Filters

3. Additional Queries Articles

Debtors

1. Manual Debtors: Understanding Manual Debtors

National Dental Plan (NDP) Training

1. Show Payment Plan on Treatment Plan: National Dental Plan: Show Payment Plan on Treatment Plan

2. Process the Remittance Advice: National Dental Plan - Process the Remittance Advice

3. Additional National Dental Plan Articles

PatientCare

1. PatientCare User Experience Presentation: PatientCare: User Experience Presentation

2. Resolving an Alert: PatientCare: Resolving an alert

3. Adding an Internal Note on a Patient Profile: PatientCare: Adding an internal note on a patient profile

4. Unsubscribe patients from Future communications: PatientCare: Unsubscribe patients from future communications

5. Download Appointment Summary: PatientCare: Download appointment summary

6. How PatientCare Helps Your Practice Generate More Google Reviews: PatientCare: How PatientCare helps your practice generate more Google Reviews

7. PatientCare Analytics: PatientCare: Analytics

8. Viewing your Patients' Feedback Responses: PatientCare: Viewing your patients' feedback responses

9. What is Net Promoter Score (NPS)? PatientCare: What is Net Promoter Score (NPS)?

10. Additional PatientCare Articles

 

D4W Marketing

1. Getting Started with D4W Marketing: Getting Started with D4W Marketing

2. Additional D4W Marketing Articles

Training Videos

1. eAppointments Workflow: Video: eAppointments Workflow

2. eAppointments Setup: Video: eAppointments Setup

3. Link Preset Slots to eAppointments: Video: Link Preset Slots to eAppointments

4. eForms Workflow: Video: eForms Workflow

5. Create and Manage eForms: Video: Create and Manage eForms

6. Additional Learning Centre Videos