Individual / Family views in Dental4Windows

Individual / Family views in Dental4Windows

Quote
Individual or family view in treatment.

Individual and/or Family View in Treatment

When patients are grouped into a family, the view in Treatment, Invoices, Claims and Receipts tabs can be changed between Individual and Family view. 

View Whole Family

By default, the view is set to Family. This allows for treatment to be entered for all family members in one place, then to invoice/claim/receipt as one. 

  1. Go to Patient Records > Treatment tab
  2. Within Show data on, tick Whole Family
  3. All family members who have had treatment performed will show
  4. Use the drop list in the Member column to select the patient and enter new treatment

View Individual File
  1. Go to Patient Records > Treatment tab
  2. Patient: Select the relevant patient to view
  3. Within Show data on, remove tick from Whole Family

    • Related Articles

    • Manage Family Heads / Members in Dental4Windows

      Patient status - family head / family member, add a new family head from Patients tab, add a new family member, change family heads, move individual patient from family file. Patients Status - Family Head / Family Member To manage family files, it is ...
    • National Dental Plan in Dental4Windows

      Buy Now Pay Later with the National Dental Plan payment solution. Setup National Dental Plan terms, fees and deposit percentage for Humm and/or Zip Using National Dental Plan including: Payment plan on treatment plan, applications, applying deposit ...
    • Manage Family Heads & Members in Dental4Web

      This article covers individual patient & family management in D4Web including: Adding new patients, editing head & member relationships & moving patients between families groups all within the Patients page Understanding the Patient Family Status To ...
    • NZ Dental Benefits Generating Claims in Dental4Windows

      Generate NZ dental benefits SDS claim, SDSA claim, OHSA claim: high caried treatment planning, OHSA claim, OHSA claim: individual treatment and apply OHSA / SDS payments to claims. Generate New Zealand (NZ) Dental Benefits SDS Claim Go to Patient ...
    • NZ Dental Benefits Approvals & Forms in Dental4Windows

      NZ dental benefit approval, generate a NZ dental benefits prior approval form and SDSA and OHSA claim summary forms. NZ Dental Benefit Approval Once a claim has been approved, the Approval Number must be added against the claim. Go to Patient Records ...