A Kickstart to New Staff Training for New Front Desk Staff in Dental4Windows

A Kickstart to New Staff Training for New Front Desk Staff in Dental4Windows

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Give your new front desk staff a head start with targeted Dental4Windows training. This collection includes links to our training tools, key information, and the interface features most commonly used in their role. These articles represent the essential topics our trainers typically cover during new staff orientation sessions.

Setup

How to set up the new staff member in Dental4Windows

D4W Training

Appointment Book

  1. Change Appointment Book View
  1. Make an Appointment for an Existing Patient
  2. Add a New Family Head from Appointment Book
  3. Make a Family Appointment
  4. Schedule Over a Prebooked Slot
  1. Move an Appointment to Another Book
  2. Print an Appointment Label
  3. Scheduling Treatment Plan Visits
  1. Mark an Appointment as Arrived, Checked In or Checked Out
  1. How to send Manual Appointment Reminders and/or Notifications
  2. Insert Individual Breaks into Appointment Book
  1. Add a Nonstandard Slot
  1. Add a Patient to the Standby List
  1. Using the Cancelation List

    eAppointments

    1. View and Manage Booked eAppointments
    1. Manage Appointment Conflicts
    1. Book Several Appointments at Once
    2. Create Password for a Family Member
    3. Book an Appointment for a Family Member

    Patient Details

    1. Search for a Patient
    2. Show Next Appointments
    3. Capitalise Patient Names
    1. Add New Family Head from Patient Details
    2. Add a New Family Member
    1. Setup Patient File for Insurance Claim
    2. Setup Patient for CDBS
    1. Add and Update Medical History
    1. Add an Alert to a Patient File
    1. Scanning to Document Manager
    1. Create a Letter for a Patient

    eForms 

    1. Generate Access Code for eForms Guest User
    1. Managing Patient Conflicts
    2. View Completed Patient Forms
    3. View a Patients eForms

    Insurance Claims and Payments

    1. HICAPS Quote
    2. HICAPS: Process Single Patient Claim
    3. HICAPS: Process Family Claim
    1. Create a Deposit for a Patient
    2. Allocate a Deposit to an Invoice
    1. Discount During Invoice Creation
    1. Child Dental Benefit Scheme - Claim via Bulk Bill

    Bank Slips

    1. Handling End of Day Reconciliation

    National Dental Plan (NDP) Training

    1. National Dental Plan – Applications

    PatientCare Training

    1. PatientCare User Experience Presentation
    1. Resolving an Alert
    2. Chatting to a Patient
    3. Unsubscribe Patients from Future communications
    1. Adding an Internal Note on a Patient Profile
    Info
    Link coming soon
    1. Download Appointment Summary
    Info
    Link coming soon