Below are instructions on Dental4Windows/Practice Studio Recommended Setup for New Customers.

D4W/PSS Recommended Setup for New Customers

Balance of Account

If transferring from another system, enter the outstanding balances so they can be paid off in Dental4Windows / Practice Studio. 

1. Go to Patient Records > Treatment tab (for relevant patient)
1. Provider: Select the relevant Provider
2. Date: Enter the date the treatment was performed
3. Item: Enter 997 
4. Fee: Enter the outstanding balance  
   
   
2. Go to Itemised Invoices menu > New Invoice Only / Press F2 on keyboard
3. Click Create    
   

Deposits/Credits

If transferring from another system, enter the amounts patients are in credit of money.

1. Go to Patient Records > Receipts tab (for relevant patient)
2. Receipts menu > New Receipt
1. Date: Enter the date the deposit was originally received 
2. Amount: Enter the amount sitting in credit for this patient
3. Payment Type: Select Other, this will not impact reports or banking
4. Click Create
   
   

Fees

Setup & Manage Fees Levels in D4W

Fast Notes

Fast notes are used as quick templates when writing notes against patients files, during chat and against debtors. 

Setup & Manage Fast Notes in D4W

Letter Templates

It is recommended all commonly used letter templates are setup prior to going live, e.g. Work Certificate.

Setup & Manage Letters in D4W

Treatment Plan Disclaimer / Statement / Message

These messages will appear on every patient Treatment Plan.

- Treatment Plan Disclaimer
- Treatment Plan Message
- Treatment Plan Statement

See Add Treatment plan Disclaimer, Message and/or Statement section

Referrals

Appointment Classes (colours)

Setup Appointment Classes to colour code appointments. 

Setup & Manage Appointment Classes & Pre Booked Slot features in D4W