Frequently Asked Questions

The following are frequently asked questions about SoftDent:

Accounts and Patients

• Is there a form with demographic and insurance info that existing patients
  can review/update and then sign off on?

• How do I move a patient from one account to his own account?

• How do I delete an account? How do I deactivate an account?

System Security

• How do I add or change security rights for a user?

Budget Planning

• How do I reset a patient budget plan?

Charting

• How do I chart impacted teeth?

• How do I chart supernumerary teeth?

• How do I chart primary teeth on an adult patient?

• How do I print a patient's clinical notes from the chart?

Imaging

• How do I export an image?

• How do I import an image or x-ray to a patient's chart?

• How do I move x-rays accidentally saved to the wrong chart?

eServices

• How do I update my Payer ID list?

Insurance

• How do I cancel and resubmit a claim?

• How do I change the insurance form used by a particular insurance plan?

• How do I manually add a bluebook entry?

• How can I check the $ amount of insurance benefits a patient has used for the year?

Reports

• How do I run a Transactions for a Period report?

• How do I generate an Account Aging report?

• How do I run a User Selected report?

• How do I generate a list of inactive patients?

• How do I generate a list of patients who are members of specific insurance companies?

• How do I generate a lab case report?

• How do I set a default printer for a specific report?