Each year beginning around the end of September our Customer Support department receives many calls about how to create a list of “active patients” to receive a holiday greeting.

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

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.

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.

Click below for helpful information when setting up your charge procedure codes.