old patient report soft dent

How do I check out a patient on Softdent?

To check the patient out, click the appointment tile once and select Check Out. The appointment card is displayed over the patient's ledger. Click Post. The charges are posted to the ledger and the appointment tile is completely grayed out.

How do I run a new patient report in Softdent?

To run the New Account List report:Select Reports > Account > First Visit. ... Select an output and click OK. ... In the Date Range of First Visit section, click the drop-down arrows to select the starting and ending dates from a calendar.More items...•

How do you add a patient in Softdent?

To add a new patient or account from the Daily Appointments or Book At A Glance windows: Select an option: In the Daily Appointments window:Select a time slot, and select Appoint For New Patient/Account. In the Book At A Glance window:Select a time slot, and select Appoint For New Patient/Account.

How do you determine the number of active patients in Softdent?

The total count of patients will be displayed on the last page of the report.Click Reports in the main menu bar.Select Patient.Select Alphabetical.Click OK on the report output options window.Click OK on the Patient List report setup window. ... Allow the report to generate.

How do I print a treatment plan in Softdent?

SoftDent: How To Generate A Detailed Breakdown Report Of Treatment PlansClick Reports in the main menu bar.Select Practice Management.Select Treatment Plan Reports.Select Detailed Breakdown.Select the desired output option.Click OK.Select the desired start and end date to pull upon.More items...•

How do I schedule an appointment with Softdent?

Click List to open the patient list window.Highlight the desired patient in the list.Press on the keyboard to open the patient treatment plan window.Click Options.Select Schedule Appt.Select the proper treatment group and edit any provider information if needed.Click OK.Click Appt Book.More items...•

What is softdent in accounting?

SoftDent: Running or Printing an Account Aging Rep... - The Exchange

When CS SoftDent detects a payment is being posted towards a balance it is holding out to insurance?

When CS SoftDent detects a payment is being posted towards a balance it is holding out to insurance, it will subtract the prepay amount from the total of the outstanding insurance.

What is prior AR report?

Prior AR Report: Example if an account was set up as ICM 1 and a patient came in for a $ 1,000 procedure and made a personal payment of $500, the prior report would show the account balance as $ 500 and the outstanding insurance $ 1,000.

Can you reconcile an account aging report with another account aging report?

To reconcile the Account Aging report with other accounting reports, you must not exclude any user codes, and you must include accounts with credit balances when you set up the report. The Outstanding Insurance Breakdown section of the report shows the dollar total and aging of insurance balances. The dollar total equals ...

Do PPO offices need to post write offs?

This is designed to help the office get a better understanding of what is outstanding to insurance. If an office is a PPO office this will still be helpful, but the office would need to be posting their write offs on date of service .

Can you compare receivables from account aging to daysheet?

You should not compare the receivables total from the Account Aging report with the receivables number on the daysheet. The defaults for the Account Aging report exclude a number of accounts, while the daysheet does not exclude any accounts.