old patient report softdent

by Prof. Lila Williamson 10 min read

SoftDent: Running the Account Aging Report - The Exchange

15 hours ago  · 2. Select the output type and click OK. The Account Aging Report Setup window is displayed. 3. By default, the report is set up to be run for all doctors. To run the report for a specific doctor, select the By Doctor option, and use the drop-down list to select the doctor. 4. Select the type of accounts you want to include in the report. 5. >> Go To The Portal


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 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...•