Workflows and Roles
The following tasks are frequently performed by a front desk administrator:
Using the Appointment Book
Scheduling with the Phone Inquiry Button
Scheduling an Appointment by Producer
Confirming an Appointment from the Appointment Book
Confirming Appointments with the Contact Expert
Canceling an Appointment
Setting Recall Defaults for a Patient
Using the Recall Contact Expert
E-mailing Recall Reminders
Checking Patients In and Out
Creating a Payment Plan
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Adding a New Insurance Company
Attaching Insurance to a Patient
Associating an Insured Responsible Party
Setting Up Code-Specific Estimating
Resetting Insurance Company Benefits
Related Topics
Role: Clinician
Role: Financial Coordinator
Role: Hygienist
Role: Office Manager