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Overview – Version 2.31

Overview – Version 2.31. Scheduler Who’s waiting on Office Scans Remove portion of lunch Improved calendar setup Shortcut for Tx Plan Notes Follow-up improvements Add by dentist as well as by specialist Print followups Scanning improvements Save as JPG

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Overview – Version 2.31

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  1. Overview – Version 2.31 • Scheduler • Who’s waiting on Office Scans • Remove portion of lunch • Improved calendar setup • Shortcut for Tx Plan Notes • Follow-up improvements • Add by dentist as well as by specialist • Print followups • Scanning improvements • Save as JPG • Copy scanned file to clipboard for easy paste to email or other destinations • OrthoProLogic • Responsible party tabs in Billing • Late charge calculation is configurable • Insurance screen will show financial scans

  2. Who’s waiting on Office Scans From the Office Scan screen, the patient “Who is Waiting” boxes will appear

  3. Remove portion of lunch Lunch has all the same options as a blocked appointment. You can add a new lunch anytime, remove it, or remove a portion.

  4. Improved calendar setup • The calendar setup has new options that allow you to customize how your templates are to be re-applied on days where existing appointments/blocks exist. • Template lunch/block must fit: • template will be rejected it the blocked appointments from the template don’t fit on the schedule. • Adjust templated lunch/block to fit: • Lunch and blocks won’t prevent the template from inserted. They will be adjusted to fit. • Remove existing non-templated blocks/lunch: • Previously scheduled blocks/lunches that aren’t part of the template will be removed.

  5. Shortcut for Tx Plan Notes New shortcuts are available for the Notes field for a Tx Plan

  6. Follow-up improvements

  7. Scanning improvements Particularly useful for copying a scanned document to an email. Simply select “Copy File”, go to Outlook, and paste it. If your email program doesn’t support pasting files, you can paste it to My Documents or your desktop for easier access.

  8. Scheduler (optionally) requires login

  9. Topaz Signature Topaz signature device allows electronic signatures To activate the FTL to accept an electronic signature, go to Configuration – Reporting – Truth In Lending and check “Signature”

  10. FTL – Electronic Signature Sign and click “Accept”. Then save/print the document. The form with their signature is saved forever.

  11. Responsible party tabs in Billing As an alternative to the responsible party grid, the billing screen has responsible party tabs.

  12. Late charge calculation is configurable Fairly comprehensive options to configure the statement late charge calculation.

  13. Insurance screen shows financial scans View financial scans from insurance queue by selecting the “Financial” button.

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