When you click the Documents tab, you access the document manager in the SoftDent software. Use the document manager to view and manipulate documents associated with:
Accounts
Patients
Referring doctors
Claims
Completed claims
Insurance companies
Insurance plans
Laboratory cases
You can assign account, patient, referring doctor, claim, ePostings, insurance company, insurance plan, and lab case documents to another user to review. The reviewer can then review the document, add review notes, or assign it to another user.
You can use grouping and sorting options to organize the documents in the document tree. You can also customize the way documents are saved and organized.
The following grouping and sorting options are available:
Group By Category
Group By Date Acquired
Sort By Date Acquired
Sort By Description
See the SoftDent online help for more information about working with the document manager.