Easy Dental 12 - hsps.pro

1 | 1-800-824-6375 easy Dental 12 user S GUIDEPUBLICATION DATE June 2018 COPYRIGHT 1987 2018 Henry Schein, Inc. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrievable system, or translated into any language in any form by any means without the written permission of Henry Schein, AND TRADEMARKS 1987 2018 Henry Schein, Inc. easy Dental , Henry Schein, and the S logo are registered trademarks of Henry Schein, Inc. Microsoft is a registered trademark and Excel, Windows, and Word are registered trademarks of Microsoft Corporation; all ADA CDT codes are protected by and International copyright laws. All rights reserved by the American Dental Dental AND MICROSOFT WORD FOR WINDOWSEasy Dental can share its database with Word for Windows, a word processing product created by Microsoft Corporation.

2 To use easy Dental with Word for Windows, you need to license and install Microsoft Word for of ContentsChapter 1: Learning About and Getting Help with easy and Printed Manuals ..2 easy Dental Website ..2 easy Dental Resource Center ..2 easy Dental Training ..3 easy Dental Customer Support ..3 The Sample (Tutor) Database ..3 Chapter 2: Introduction and Initial Setup ..5 easy Dental Overview ..6 Transferring Patient Information ..7 Manual Entry Option 1 ..8 Manual Entry Option 2 ..8 Starting easy Dental ..9 Setting Up Practice Resources ..9 Setting Up the Schedule Module ..14 Setting Up Practice Schedule Defaults ..14 Setting Up Provider Defaults ..16 Setting Up Operatory Defaults.

3 17 Setting Up the Accounts Module ..18 Adding Tax and Discount Types ..18 Setting Up easy Checkout Options ..20 Setting Up the Reports Module ..20 Setting Up Recall Appointment Types ..21 Setting up Procedure Codes ..22 Setting Up Dental Diagnostic Codes ..26 Setting Up Diagnostic Cross Codes ..27 Setting Up Explosion Codes ..28 Customizing Practice Definitions ..30 Setting Up Practice Defaults ..34 Hiding Social Security Numbers ..35 Setting Up Automatic Chart Numbering ..36 Setting Up Printers ..37 Setting Up Passwords ..38 Verifying Information ..41 Backing Up the easy Dental Database ..42 Chapter 3: Patients ..43 The Patients Window ..44 easy Dental 12 user s guide Contents iiiInformation Blocks.

4 44 The Patients Toolbar ..44 Family Member List ..45 Adding New Family Accounts ..45 Adding Family Members ..48 Adding New Patients with Appointments ..49 Managing Family Relationships ..50 Selecting Patients ..50 Searching for Archived Patients ..52 Assigning Medical the Patient Picture Window ..53 Viewing Patient Notes ..54 Entering or Editing Patient Notes ..55 Printing the Patient Notes Report ..55 Assigning Employers to Patients ..57 Changing Patients Employers ..58 Working with Insurance ..59 Entering New Insurance Plans ..60 Assigning Insurance to Subscribers ..63 Assigning Insurance to Non-Subscribers ..65 Changing Insurance Carrier Information ..66 Clearing Insurance Coverage.

5 67 Assigning Recall ..68 Assigning Referrals ..70 Entering Referrals Made by Patients ..70 Referring Patients ..71 Archiving Patients ..73 Reactivating Patients ..74 Chapter 4: Schedule ..77 The Schedule Module Window ..78 The Schedule Toolbar ..78 The View Toolbar ..80 Date Bar ..80 Provider Tracking Columns ..80 Day Search Buttons ..80 Schedule of Appointments ..80 The Hover Window ..80 The Schedule Clipboard ..81 Setting Custom Views ..81 Changing Views ..83 Finding Available Appointment Times ..83 Scheduling Appointments ..85 Setting Appointments Complete ..88iv ContentsEasy Dental 12 user s GuideScheduling Events ..89 The Schedule Lists ..90 Opening the Appointments List.

6 91 Opening the ASAP List ..91 Opening the Unscheduled List ..92 Managing Appointments ..92 Finding Appointments ..92 Moving Appointments ..93 Breaking Broken Appointments to the ASAP List ..97 Printing from the Schedule ..97 Printing the Schedule View ..98 Printing Patient Route Slips ..100 Changing Practice Hours ..100 Setting Practice Schedules ..100 Setting Provider Vacation Days ..102 Notes and Alerts ..103 easy Day Planning ..104 Customizing Appointment Types ..104 Customizing Procedure Codes ..105 Setting up Time Blocks ..107 Activating easy Day Planning ..108 Finding Available Time Blocks ..109 Chapter 5: Chart ..113 The Chart Module Window ..114 The Chart Toolbar.

7 114 Graphic Chart ..115 Procedure Buttons ..116 Procedure Category Buttons ..116 Progress Notes ..117 Entering Treatment ..117 Entering Treatment Using Procedure Buttons ..117 Adding Treatment Using Procedure Category Buttons ..118 Editing Treatments ..120 Editing and Deleting Treatments ..120 Editing Treatment in History ..122 Editing Surface Painting ..122 Deleting Completed Procedures ..123 Invalidating Procedures in History ..123 Viewing Primary or Permanent Teeth ..124 easy Dental 12 user s guide Contents vNotes.

8 125 Entering and Editing Procedure Notes ..125 Adding and Viewing Clinical Notes ..126 Printing the Dental Chart ..127 The Estimator ..128 The Estimator Toolbar ..128 Chapter 6: Perio Chart ..131 The Perio Chart Window ..132 The Perio Chart Toolbar ..132 Data Chart ..133 Tooth Indicator Controls ..134 Navigation Controls ..134 Data Entry Controls ..135 Setting up the Perio Chart ..135 Customizing Perio Examinations ..135 Configuring Auto Settings ..136 Setting the Calculation Options ..137 Setting the Flag Red Limit ..137 Indicating Script Settings ..137 Skipping Teeth with Selected Conditions ..139 Creating Exams ..139 Entering Perio Measurement Data ..139 Entering Perio Data Using the Keyboard.

9 141 Saving an Exam ..141 Comparing Exams ..142 Printing Perio Reports ..143 Chapter 7: Treatment Plans ..145 The Treatment Plans Window ..146 The Treatment Plans Toolbar ..147 Entering a Treatment Plan ..147 Attaching Diagnostic Codes ..149 Managing Pre-Treatment Estimates ..149 Creating Pre-Treatment Estimates ..150 Entering Insurance Estimates ..151 Showing Transactions Links ..152 Setting Procedures Complete ..153 Chapter 8: Accounts ..155 The Accounts Module Window ..156 The Accounts Toolbar ..156 Transaction Log ..158vi ContentsEasy Dental 12 user s GuideAccount Detail Information ..158 Posting Procedures ..159 Entering Payments ..161 Entering Adjustments ..163 Entering Finance or Late Charges.

10 163 Entering Taxes and Discounts ..164 Editing Transactions ..165 Invalidating History Transactions ..166 Processing Insurance Claims ..167 Creating Primary Claims ..168 Changing Claim Information ..169 Editing Claims ..177 Entering Insurance Payments ..179 Posting Partial Insurance Payments ..181 Creating Secondary Claims ..183 Deleting Insurance Payments ..186 Indicating Benefits Used and Deductibles Met ..187 Printing Accounts Reports ..187 Searching for Payments ..188 easy Checkout ..189 Entering Batch Payments ..189 Entering Batch Account Payments ..189 Entering Batch Insurance Payments ..191 Setting up Payment Plans ..195 Creating Payment Future Due Payment Plans ..198 Entering Account Notes.