Laura M

The Treatment Dashboard provides information on all patient treatment for the practice. This dashboard updates regularly. Updates may take anywhere from a few minutes to up to 20 minutes.Employee A...

The total amount of all insurance and patient payments (including refunds), divided by the number of days marked as having a payment paid within the selected time period.   Average Daily Collection...

In this article, you'll learn how to correct validation errors for MetLife patients in the claims section. This will enable you to successfully submit your claims. If a patient has Me...

Archy’s automated insurance eligibility feature takes the hassle out of coverage checks by confirming each patient’s insurance before their appointment. You’ll save time, reduce manual tasks, and a...

In this article, you'll learn how to create and manage recall reminder automations, a feature designed to prompt patients to schedule their recall appointments.Navigate to the Recall Reminders sect...

The Overdue Recalls dashboard provides information on perio and prophy recalls specifically. This dashboard updates regularly. Updates may take as little as a few minutes and up to 20 minutes. Empl...

In a selected time period, the total completed net production amount divided by the number of days that production was recorded on

In this article, you will learn how to include a Preauth Number to a previously completed appointment/procedure.                         Double Click on the Appointment you need to edit   Clic...

This tutorial will guide you through the process of merging duplicate insurance plans.  Step 1: Navigate to the settings on the left-hand toolbar.Step 2: Click on insurance.Step 3: The ...

The Contacts Dashboard provides information on contacts added to the practice. This dashboard updates regularly. Updates may take anywhere from a few minutes to up to 20 minutes.Employee AccessOnly...