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Documentation

Organize - Treatment Plans

Treatment plans are a place to store and organize pending treatments for a patient. Transactions on a treatment plan can be attached to an appointment, organized into phases or alternative plans, printed for the patient, and submitted to insurance on pre-authorization forms.

Payments - Posting Payments

Payments in Datacon can be posted several different ways. Individually as the payment comes in, as part of the process of processing a day’s patients or as group payments when the payment needs to be split among multiple accounts.

Scheduling - How to Make an Appointment

When you need to make an appointment, you will encounter a number of different scenarios. Read this documentation for helpful hints.

Scheduling - Processing a Day's Patients

A day's patients are all of the patients who are on the schedule for the day or who have recall that is due on that day. Review this documentation for hints on how to streamline this process.

Insurance - How to Create a List of Patients with Remaining Benefits

If your office uses treatment plans to record pending treatment for your patients, you can create a list of patients who have pending treatment and who also have insurance benefits remaining for this year.