Patient Management

Patient Details

• Prompt to Enter Mobile on New Patient Creation
• Patient Communication Log/Report
• Add a New Third Party
• Add a New Guardian
• Add a New Postcode/Suburb from Patient Records
• Show Next Appointments

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Patients: Insurance/Various

• Setup Patient File for Insurance Claim
• Set Patient's Fee Level
• Add Multiple Insurance Plans Against One Patient
• Remove Insurance Plan from Patient File

Patients: Recalls/Referrals

• Add New Referrals
• Make a Referral Inactive
• Link Referral Details to a Patient - how did you hear about us?
• Log who a Dentist Referred the Patient To (Referred To)

Patients: History

• Add New Medical Conditions from the Patient's file
• Delete and Inactivate Patient Alerts
• Add Alert to Patient File
• Add New Alert Types

Document Manager

• D4W Cloud: Import to Document Manager
• Create New Folder in Document Manager
• Import to Document Manager
• Scanning to Document Manager
• Change File or Folder View in Document Manager
• Delete a File or Folder from Document Manager

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Letters

• Setting up Envelopes
• Create a New Letter Category
• Rename a Letter Category / Change Category Location
• Delete a Letter Category
• Create a New Letter Template
• Delete a Letter Template

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SMS Manager

• Managing Replies from Appt Reminders
• Managing Replies to SMS Sent from Queries
• Managing Replies to SMS Sent from Recalls
• Managing Replies to SMS Sent from Patient Details