User’s Guide - Affordable Dental Practice Management ...

1 727 E. Utah Valley Drive, American Fork, Utah 84003(800) s GuideFifth EditionJune 2009 Copyright 1987 2009 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 writ-ten permission of Henry Schein, and Trademarks 1987 2009 Henry Schein, Inc. Easy Dental , Henry Schein, and the S logo are registered trademarks of Henry Schein, Image is a registered trademark, and exclusively developed by Dexis, LLC. Microsoft is a registered trademark and Excel, Windows, and Word are registered trademarks of Microsoft Corporation; HP-Laserjet is a trademark and HP-Deskjet is a registered trademark of Hewlett-Packard Dental and Microsoft WindowsEasy Dental operates in a graphic environment called Microsoft Windows, created by Microsoft Corporation.

2 Microsoft Windows gives a standard look and feel to Easy Dental and all other Windows applications. To run Easy Dental and Microsoft Windows, you need to license and install Microsoft WindowsEasy Dental and Microsoft Word for WindowsEasy Dental can share its database with Word for Windows, a word processing product created by Microsoft Corpora-tion. To use Easy Dental with Word for Windows, you need to license and install Microsoft Word for of ContentsInitial Setup ..1 Transferring Patient Information ..1 Starting Easy Dental ..2 Practice Setup ..2 Practice Resource Setup ..2 Procedure Code Setup ..2 Explosion Code Setup ..3 Recall Setup ..3 Password Setup ..3 Practice Definitions ..3 Dunning Messages ..3 Practice Defaults.

3 3 Auto Chart Numbering Setup ..3 Practice Schedule Setup ..3 Provider Setup ..3 Printer Setup ..4 Chart Module Setup ..4 Accounts Module Verification ..4 Patient Data Entry Considerations ..4 Option 1 ..5 Option 2 ..5 Patients ..7 The Patients Module Window Areas .. Member List ..9 Selecting a Patient ..9 Adding a New Family (Account) ..10 Adding Family a New Patient with an Appointment ..14 Assigning Medical Alerts ..15 Assigning Employers ..16 Assigning an Employer to a Patient ..16 Changing a Patient s Employer ..17 Assigning Recall ..17 Setting Up Recall for a Patient ..18 Editing an Existing Recall Type ..19 Clearing an Existing Recall Type ..20 Working with Dental Insurance ..21 Entering a New Insurance Plan.

4 21 Assigning Insurance (For an Insurance Subscriber) ..25 Assigning Insurance (For a Non-Subscriber) ..27 Assigning Secondary Insurance (For a Subscriber with Dual Coverage) ..28 Assigning Secondary Insurance (For a Non-Subscriber) ..29 Changing Insurance Carrier Information ..30 Setting Up Provider IDs ..31 Opening the Provider ID Setup Dialog ..31 Adding a Provider ID ..32 Easy Dental 2009 user s Guide Contents iiiChanging a Provider ID ..32 Deleting a Provider ID ..33 Clearing Provider IDs ..33 Copying Provider IDs ..33 Working With Coverage Tables ..34 Entering and Editing a Coverage Table ..34 Using Payment Tables ..37 Viewing the Payment Table ..37 Editing the Payment Insurance Coverage ..38 Switching Primary and Secondary Coverage.

5 38 Entering Capitation Type Plans ..38 Option 1 Overview ..38 Option 2 Overview ..40 Entering Incentive Plans ..42 Set up the Subscriber ..42 Set Up Dependents ..43 Deleting Duplicate Insurance Carriers ..44 Working with Patient Notes ..46 Entering or Editing the Patient s Notes ..46 Running the Patient Notes Report ..47 Assigning Referrals ..48 Referred By ..48 Entering a Patient Referral ..48 Entering a Referred by Doctor or Other Listing ..49 Adding and Editing Referred By Doctor or Other Listings ..50 Referred To ..51 Entering a Referral to Another Doctor ..51 Adding and Editing Referred To Doctor Listings ..51 Using Patient Survey ..52 Printing a Patient Survey ..53 Entering and Editing Patient Survey Responses.

6 53 Using Patient Picture ..54 Accessing Patient Patient Pictures ..55 Importing Patient Pictures ..56 Using the Patient Picture Copy and Paste Functionality ..57 Backing Up Patient Pictures ..57 Using Patient Alerts ..57 Creating a Patient Alert ..58 Editing a Patient Alert ..59 Deleting a Patient Alert ..59 Suspending Patient Alerts ..60 Archiving Patients ..60 Archiving a Patient ..61 Reactivating a Patient ..61 Editing Family Relationships ..62 Terms Used ..62 Family Editing Overview ..62 Changing a Head-of-House ..63 Separating or Combining Families ..63 Deleting a Patient ..64 Deleting a Family ..65 Handling Unique Family Relations ..65iv ContentsEasy Dental 2009 user s GuideChart ..69 The Chart Module Window Areas.

7 Chart ..70 Procedure Buttons ..71 Procedure Category Buttons ..71 Toolbar Procedure Buttons ..71 Status Buttons ..72 Progress Notes ..72 Progress Notes Control Buttons ..72 Setting Up the Chart ..73 Setting Up Procedure Buttons ..73 Setting Up Chart Colors ..74 Selecting a Patient ..75 Entering Treatment ..76 Adding Treatment Using Procedure Buttons ..76 Adding Treatment Using Procedure Category Buttons ..77 Adding Treatment Using Explosion Codes ..79 Editing and Deleting Treatment ..80 Editing Treatment ..80 Editing Treatment in History ..81 Editing Surface Painting ..82 Deleting Treatment-Planned or Existing Procedures ..82 Deleting Completed Procedures ..83 Invalidating Procedures in History ..83 Editing or Deleting Procedures Attached to Insurance Claims.

8 84 Changing View Options ..84 Viewing Progress Notes by Status ..84 Viewing Invalidated Conditions or Diagnoses ..85 Viewing Primary Versus Permanent Teeth for all Teeth ..85 Viewing Primary Versus Permanent Teeth for Selected Teeth ..85 Using Notes ..86 Understanding Progress Procedure Notes ..86 Using Clinical Notes ..87 Adding and Viewing Clinical Notes ..87 Appending Clinical Notes ..87 Reviewing Clinical Notes ..87 Clearing Clinical Notes ..88 Copying Clinical Notes to Other Programs ..88 Creating Clinical Note Medical Alerts ..89 Generating Chart Reports and Printouts ..90 Using Quick Letters ..91 Merging a Quick Letter ..91 Adding a Letter to Quick Letters ..92 Removing a Letter from Quick Letters ..93 Using Quick Labels.

9 93 Printing the Dental Chart ..94 Printing Progress Notes ..95 Using Chart Shortcuts and Tips ..96 Changing Providers ..96 Refreshing the Chart ..96 Using the Estimator ..97 Easy Dental 2009 user s Guide Contents vStarting the Estimator ..97 Editing Procedures in the with Treatment Plan Orders ..98 Changing or Assigning the Order of a Procedure ..98 Changing the Color of Orders ..99 Display or Hide Procedures from the Estimator ..100 Setting Procedures Complete in the Estimator ..100 Updating Fees ..101 Setting and Clearing Dental the Estimator View ..102 Printing from the Estimator ..102 Entering a Default Note ..103 Using Guru Limited Edition ..103 Accessing Guru Limited Edition ..104 Logging On.

10 104 Managing Users ..105 The Guru Limited Edition Window Layout ..106 Viewing the Playlist Content ..107 Using the Drawing Tools ..109 Pen Tool ..109 Color Palette ..109 Eraser Tool ..109 Text Tool ..110 Undo or Redo ..110 Accessing Patient Records ..110 Working with Thumbnails ..111 Reviewing Thumbnails ..111 Saving Thumbnails ..111 Importing Images ..111 Exporting Images ..112 Printing Images ..113 Working with Custom Playlists ..113 Changing Sort Order and Visibility ..114 Creating and Editing Playlists ..114 Contact and Support Information ..115 Perio Chart ..117 The Perio Module Window Areas ..117 Data Chart ..118 Tooth Indicator Controls ..119 Navigation Entry Controls ..119 Setting Up Perio ..120 Accessing the Perio Entry Setup Dialog.