Dental4Windows Recommended Setup for New Customers

Dental4Windows Recommended Setup for New Customers

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

Dental4Windows/PracticeStudio 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

Fast Notes

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

Info
Setup & Manage Fast Notes in Dental4Windows

Letter Templates

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

Info
Setup & Manage Letters in Dental4Windows

Treatment Plan Disclaimer / Statement / Message

These messages will appear on every patient Treatment Plan.

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

Referrals

Appointment Classes (colours)

Setup Appointment Classes to colour code appointments. 

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