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Patients' Personal Files
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• Detailed
patient information
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• Pronunciation
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• Nicknames
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• Recall
details
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• Alerts
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Medical
o
Social
o
Financial
o
Appointments
o
Inactive
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• Freehand
notes
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o
Medical
o
Social
o
Marketing
o
Correspondence
o
Financial
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• Associated
fee guide
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• Grouping
patients
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• Patient picture
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• E-mail
address
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• Associated
provider
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• Chart number
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• Preferred
language
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Treatment
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• Treatment log
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• Treatment
history
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• Customized
quick codes
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• Instant
access to fee guides
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• Treatment
Planning
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• Predeterminations
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• Estimate form
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Orthodontic Treatment
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• Planning /
Logging
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• Predetermination
form
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• Financial
tracking
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Clinical Notes
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• Customizable
templates
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• Signature protected
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• Medical
spell-checker
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Prescriptions
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• Customizable
templates
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• Pad format
printouts
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Appointments
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• Drag-and-drop
scheduling
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• By providers
and / or rooms
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• By day / week
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• Visual alerts
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Medical Alert
o
Unconfirmed appts.
o
Checked in patients
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• Show / hide
names and notes
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• Missed /
cancelled appts. list
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• Future
appointments list
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• Appointment
history list
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• Daily notes
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• Easy
rescheduling
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• On screen
alerts and notes
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• Color coded
purposes
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• Short call
list
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• Estimate
appointment fee
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• Search
available time slots
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• E-mail
appointment reminder
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Financial Information
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• Payments by
charges
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• Referrals
tracking
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• Flexible
financial guarantor
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• Check in /
Check out control
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Bills Log
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• Reprint
claims
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• Bills reprint
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• Selective
printouts
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Payments
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• Payments due
per patient
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• Multiple
payment options
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• Post-dated
payments
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• Receipt on
demand
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• Write offs
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• Interest
charges
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Bulk Payments
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Payments Log
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• Reprint
receipts
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• Selective
printouts
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• Merchant
charge calculation
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• Payment Plans
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Fee Guides
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• Unlimited
number
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• Customizable
fee guide
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• Search
options
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Insurance
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• Insurance and
co-insurance
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• Coverage
tracking
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• Electronic
claims via internet
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Lab Cases Log
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• Sent /
Received Lab Cases
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• Unused lab
case alert
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Correspondence
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• Unlimited
letter forms
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• User
definable letter forms
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• Printing
labels
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• Creating
mailing lists
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• Formal /
informal greetings
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• Individually
customizable
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Marketing Reminders
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• Treatment
plans no predet.
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• Predet. received no appts.
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• Recall due /
overdue
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• Lab case
missing
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• Welcome pack
new patients
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• Thank you for
referrals
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• Patients'
birthdays
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• Missed
treatment appts.
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• Missed recall
appts.
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• Order by date
/ name
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• Create
mailing lists / e-mails
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• Marketing
notes per patient
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• Treatment
plans no appts.
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• A/R over 60
days
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E-mail Capabilities
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• Marketing
Reminders
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• Appointments
Confirmation
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• Appointments
Follow-up
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Audit Logs
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• User stamped
entries
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• Tracks
modifications
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o
By user
o
By date and time
o
By patients
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More than 80 reports
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• Daily reports
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• Aged
financial reports
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• Statements
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• Financial
activity
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• Bill and
payment summaries
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• Production
reports
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• Referral
reports
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• Procedural
reports
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• Patient
reports
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Bar Charts
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• Demographics
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• Patient
retention rate
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• Treatment by
procedures
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• Production by
providers
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• Charges and
payments
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• Patients due
for recall
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Setup Screen
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• Practice
details
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• Date format
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• Interest rate
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• Address
defaults
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• New patient
questionnaire
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• Define
multi-level security
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o
Role based
o
Password Protected
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• Message Setup
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o
Financial messages
o
E-mail messages
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Unfinished tasks
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Integrated Help File
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Options
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• Networking
capabilities
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• Conversion of
data
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Multi-lingual
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• Interface
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• Reports and
Statements
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• E-mails and
Postcards
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• English,
Spanish, French
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To Do notes
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Electronic Signature for Patients
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X-Charge Credit Card Processing
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Emdeon WebMD Electronic
Claims
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Emdeon ExpressBill Statements
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Trojan Insurance Eligibility
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