The commands available from the Options section of the Express bar or the Options menu when using the Enhanced Workspace are:
-
History:Accesses a history file using your word processing software. In your word processing software, enter notes for the plan. The file name is plannumber.hst. History files are stored in the \SoftDent\History directory.
-
Labels > Label:Prints an insurance plan label.
-
Labels > Envelope:Prints a insurance plan laser envelope.
-
0 - Auto Dialer:Dials an insurance company number. If you do not have a modem, this information is displayed for your reference.
-
Update from Trojan:Updates insurance plan information from the Trojan database. This command is enabled only if you subscribe to Trojan.
-
Print Trojan Plan:Prints the Trojan information associated with the selected plan.
-
Trojan Update Options:Sets up options to update your insurance plan information from the Trojan database.
-
Letter Expert:Merges insurance plan information with a letter template.
-
Replace Plan ID:Deletes duplicate insurance plans.
-
BlueBook:Adds, edits, and deletes insurance plan bluebook notes.
-
Transactions:Posts insurance company payments to the plan and prints plan transactions.
This command is enabled only when a DMO/Capitation or Medicaid plan is selected.
-
Contacts > By Date:Adds, edits, prints, or deletes insurance plan contact information; attaches a memo to the contact.
-
Contacts > By Type:Adds, edits, prints, or deletes insurance plan contact information; attaches a memo to the contact.
-
Claim Documents:Views claim documents associated with the insurance plan.
-
Show Insurance Company:Views, adds, edits, or deletes information for the insurance company associated with the insurance plan.
-
Show Insured Patients:Views a list of patients assigned to the insurance plan.
-
TeamTalk:Views conditions associated with the note and deletes expired notes.