Skill Sharpeners

To find out:

Click the Phone inquiry button. The Select person on the phone window is displayed.
In the Find field, start typing stephens. The cursor automatically moves to the first entry in the list that begins with st.
Select Stephens, Mandy. Her home phone number is in the Phone column: 123-456-7890.
Click Cancel to close the window.

To find out:

In the appointment book, click the red tab with the label +1 week. The appointment book displays the appointments next Monday.
Click the yellow tab with the label +1 day. The appointment book displays the appointments for next Tuesday. Dr. Klein’s appointments are scheduled in two columns, but the only afternoon appointment for him is from 2:30 to 4:00. The appointment is for Bradley Anderson.
To find out what the appointment is for, double-click the appointment. The Edit Existing Appointment window is displayed. The Description field contains CR 19. Below that is the Tx class, which contains the entry Crown, the definition of the code CR, and 19 refers to the tooth number.
At the lower-right of the appointment is a yellow sticky. Click on the yellow sticky, and a note is displayed. Click OK to close the yellow sticky.
To return to today’s date, click the green tab with the label Today at the top of the appointment book, or click the current date on the calendar.

Click the Name button to change the privacy display on the appointment book.

Christopher J. Bell (“Chris”)
5750 N. Meridian Street
Indianapolis, Indiana 46299

Chris is a single male, employed by the Crunchy Frog Chocolate Company. He has dental coverage through his employer’s Platinum Plan. He stopped in your office to make his first appointment, so you asked him to fill out a new patient form and you made a copy of his insurance card.

To add Chris as a patient:

Click the Phone inquiry button. The Select person on the phone window is displayed. The cursor is in the Find field.
Start typing Chris’s last name. Even though he is a new patient, you want to make sure that he is not already in the system.
Click Add. A message asks if this person is also a patient.
Click Yes. A blank clipboard is displayed.
Type chris j bell in the Name field. After you press Tab, the system capitalizes appropriately, last name first. The cursor moves to the Legal Name field.
Type christopher, the legal name, and press Tab. The legal name prints on all insurance-related items. The Patient option is already selected, as is Lives with self. This indicates that Chris has his own mailing address. If he did not, you would click Other, and then choose his Lives with from the Person Pick List window.
Press Tab until you are on the first line of the address. Type 5750 n. meridian st, and then press Tab until you are in the ZIP field.
Type 46299, and then press Tab. The city and state are populated automatically. The cursor moves to the Phone: H field (home phone), and the area code is generated automatically. In the software, the default area code is the same as the office's area code. In the tutorial, the default area code is 999.
Type the rest of the phone number: 5551212, and press Tab. The cursor moves to the first Work phone field.
Type 2225151x1234, and press Tab. The cursor moves to the second Work phone field. Chris doesn’t have a second work phone, so press Tab to move to the E-mail field.
Type cbell@crunchy.com, and then press Tab. The cursor moves to the DOB field.
Type 09221967 (MMDDYYYY) and press Tab. The cursor moves to the Sex field.
M is the default sex; S is the default marital status. In this case, both are correct. Press Tab to move to the SSN field.
Type 333445555 in the SSN field.
From the A/R Admin by drop-down list, select JEK. This is the doctor who administers Chris’s accounts receivable.
From the Primary doctor drop-down list, select JEK. This is Chris’s primary doctor.
Select JEK for Owns production. This is the doctor who receives the fees paid for any work done on Chris by a hygienist or by a doctor who does not own production.
Click Insurance on the right side of the clipboard. The Insurance page of the clipboard is displayed.
From the Relationship to insured party drop-down list, select Self. The Insurance Plan Pick List window is displayed.
Select Crunchy Frog Chocolate Co - Platinum Plan, and click OK. The insurance page of Chris’s clipboard is displayed again.
Click OK. The first page of Chris’s clipboard is displayed again with the Primary Dental section completed.
Click OK, and select No when asked if the clipboard is complete. The Select person on the phone window is displayed again.
Click Cancel.

Chris Bell is married to Laurie Bell (formerly Laurie Bailey), and she is now a patient covered under her husband’s insurance. To add Laurie Bell:

Click the Phone inquiry button. The Select person on the phone window is displayed.
Find out if Laurie is in the system under her maiden name, Bailey. Type BAI in the Find field, and you see that there is no Bailey in the system.
Use the Backspace key to delete the letters BAI, and type BEL, to find her husband, Chris Bell.
Select Chris Bell in the list, and then click Add Family. A clipboard is displayed with Chris Bell already entered as the Lives With and Responsible Party.
Type laurie a bell in the Name field, and press Tab.
Type laura in the Legal Name field, and press Tab. The address and home phone for Laurie have been copied into Laurie’s clipboard from Chris’s clipboard.
Laurie has a different work number, so press Tab to move to the Phone (W1) and type 9992221515. Press Tab twice to move to the E-mail field.
Laurie does not have an e-mail address, so press Tab to move to the DOB field. Type 06241968 (MMDDYYYY).
Change Sex to F; change Marital from S (single) to M (married). When the marital status is changed, the Spouse button is active.
Click Spouse, and the Spouse Pick List window is displayed. Select Chris Bell from the list, and click OK. Laurie’s clipboard is displayed again.
In the SSN field, enter Laurie’s number: 444332222.
Click Insurance on the right side of the clipboard, and the Insurance page is displayed. Most of the necessary data is already displayed, but the Relationship to insured party might indicate child. Select spouse from the drop-down list. The Insured Party Pick List window is displayed.
Select Chris Bell from the list, and click OK. The Person Insurance Plan List is displayed.
Click OK. The Insurance Page is displayed.
Click OK, and Page 1 of Laurie’s clipboard is displayed again.
Click OK to close the clipboard, and select No when asked if the clipboard is complete. Before exiting, however, you need to change her husband’s marital status from single to married.
Near the top of Laurie’s clipboard is the Lives With area. Click View to the right of Chris’s name in that area. Chris’s clipboard is displayed as the active window.
Click M in the Marital section to change Chris’s marital status. The Spouse button becomes active.
Click the Spouse button, and the Spouse Pick List window is displayed.
Select Laurie Bell and click OK. Chris’s clipboard is displayed.
Click OK. Chris’s clipboard is saved and closed. Laurie’s is left open.
Click OK to close Laurie’s clipboard.