A Kickstart to New Staff Training for New Practice Manager in Dental4Windows

A Kickstart to New Staff Training for New Practice Manager in Dental4Windows

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Give your new practice manager 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.

Staff Setup

How to set up the new staff member in Dental4Windows

  1. Add a New Staff Member
  2. Create Staff Role Positions
  1. Add a New Provider

Related Topics may include:

  1. D4W Mobile: Add new Staff for D4W Mobile
  1. Setup Security SuperGroups
  2. Set Password Restrictions - control password length, characters and history
  3. Set or Change a Password
  1. Recording Staff Attendance

New Staff Training Tools

D4W Training

Appointment Book Setup

  1. Add a New Appointment Book
  2. Create Appointment Book Stencils / Preset Book Templates
  3. Apply an Appointment Book Stencil to an Appointment Book Template
  4. Fortnightly / Alternating Weeks Appointment Book Templates
  5. Update / Design Appointment Book Templates
  6. Add Pre-Booked Slots to Templates
  1. Insert Regular Breaks into Appointment Book Template
  2. Close an Appointment Book
  3. Use Schedule of Providers for Shared Appointment Books
  1. Make Appointed By Mandatory

Using Appointment Book

  1. Using the Standby List
  1. Using the Cancelation list

Appointment Book Reports

  1. Appointment Book Reports 

eAppointments

  1. Manage eAppointment Appointment Conflicts
  1. Understanding eAppointment Synchronisation Settings
  2. Link Books to eAppointments
  1. Add Provider Information
  1. Stop a Patient Booking Online
  2. Assign Appointment Reasons to Providers
  3. Setup Appointment Reason
  4. Add a Fee to an Appointment Reason
  1. Setup eAppointment Confirmation and Cancellation Messages

Patient Details

  1. Prompt to Enter Mobile on New Patient Creation
  1. Move Individual Patient to a Family File
  2. Patients Status - Family Head / Family Member
  3. Change from Family Member to Individual Head
  1. Patient History Audit Report
  2. Recall History Report
  3. Patient Communication Log/Report
  1. Merge Duplicate Patients

eForms 

  1. Managing eForm Patient Conflicts
  2. Create a New eForm
  3. Editing eForms
  4. Publish an eForm for Patients to Use
  5. Deactivate an eForm
  6. Hide an eForm from Patients

eKiosk

  1. How to Use eKiosk
  1. Link eForms to eKiosk

Reports

Bank Slips

  1. Handling End of Day Reconciliation
  2. Place a payment on Hold / Exclude from Bank Slip
  3. Banking Conflict

Queries

  1. Simple Query Wizard
  1. Common Simple Query Filters

Debtors

  1. Manual Debtors: Understanding Manual Debtors

National Dental Plan (NDP) Training

  1. Show Payment Plan on Treatment Plan
  2. Process the Remittance Advice

PatientCare

  1. PatientCare User Experience Presentation
  1. Resolving an Alert
  2. Adding an Internal Note on a Patient Profile
  3. Unsubscribe patients from Future communications
  4. Download Appointment Summary
  1. How PatientCare Helps Your Practice Generate More Google Reviews
  2. PatientCare Analytics
  3. Viewing your Patients' Feedback Responses
  4. What is Net Promoter Score (NPS)

D4W Marketing

  1. Getting Started with D4W Marketing