System overview
Learn the basics of how different parts of the system connect by following a scenario of a patient arriving for their first appointment. 50m18s.
Chapters
Navigate the video with these timestamps or their chapter markers to watch specific sections.
00:00 Introduction
00:47 Checking in an Appointment
05:47 Gathering Clinical Information
25:46 Planning & Delivering Treatment
33:57 Checking out an Appointment
39:36 Running Reports
43:45 Supporting Clinical Learning & Communication
48:40 Recap
49:52 Conclusion
Learn more
Explore the training materials linked below to learn more about the workflows in System overview.
Front desk checks in appointment
Demonstrated workflows:
- Navigate schedule views
- Check patient details from an appointment
- Change appointment status from scheduling and next visits
- Associate insurance to a patient
- Create a relationship association
Advanced workflows:
- Configure availability
- Schedule with appointment time slots
- Create relationships
- Associate secondary insurance
- Create insurance policies
Clinician gathers information
Demonstrated workflows:
- Fill out a branching health history form with health facts
- Access Lexicomp from a health fact
- Add a form to a patient record
- Use an integrated smoking cessation form with talking points
- Record vitals
- View images and browsing imaging templates
- Add diagnoses and material findings
- View and enter periodontal measurements
Advanced workflows:
- Configure document templates
- Periodontal tab orders
- Enter periodontal measurements
- Configure diagnostic code sets
- Edit dentition
Clinician plans treatment
Demonstrated workflows:
- Phase diagnoses
- Add procedures to diagnoses
- Add a step set procedure to treatment planning
- Add procedures from the odontogram
- Associate procedures with appointments
- Update a procedure's status
Advanced workflows:
- Complete a treatment consent
- Create a multi-phase treatment plan
- Propose multiple options for a treatment plan
- Create a referral
- Manage referrals
Front desk checks out appointment
Demonstrated workflows:
Advanced workflows:
- Re-allocate a payment
- Add an adjustment
- Manage insurance claims
- Process an insurance batch payment
- Create a payment plan
Administrator reviews reports
Demonstrated workflows:
- Check reports from a reporting panel
- Run the same report from Practice > Reporting
- Adjust report variables
Advanced workflows:
- Run a report in a panel
- Design a reporting dashboard
- Create a new report template
- Adjust an existing report template
- Report on structured content
Administrator communicates with clinician
Demonstrated workflows:
Advanced workflows: