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