Getting Started > Using the Workspace > Using the Power Bar
Click the icon for the description of the Power Bar buttons.
Search for, view, add, edit, or delete account records. |
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Search for, view, edit, or delete patient records; access the transactions, chart, and TeamTalk notes for the selected patient record. |
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Schedule and display patient appointments for a 24-month period. |
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View the list of patients that are scheduled for an appointment on the current date. |
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Print the Daily Register report. You can print, preview, or save the report results. |
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Run the scheduled reports for the current date. You can print, preview, or save report results. |
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View the monthly scheduled and actual goals. |
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Search for and view a memo. |
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Create a new memo. |
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Display the eServices software. |
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Type an e-mail message. |
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Search for and view patient information, insurance information, scheduled appointments, prescription information, contact information, and a list of transactions for the selected patient. |
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Search for and view an insurance plan. |
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Log into the software as a different user. |
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Rollover insurance plans. |
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View a list of forms that are batched and awaiting printing. |
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Check the status of an insurance payment. |
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Run the Electronic Statements report. |
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Launch the Microsoft Word software. |
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View and edit referring doctor information. |
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View and edit claim information. |
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View and edit website information. |
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View a list of Trojan traditional
employer insurance plans. |
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View a list of Trojan insurance
companies or carriers. |
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View a list of Trojan managed
care plans. |
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View a list of Trojan managed
care administrators. |
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View and edit laboratory information. |
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View and edit pharmacy information. |
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View and edit ADA and transaction code information. |
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Add TeamTalk notes. |
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Display the Practice Central window. |
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Log in to the time clock. |
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Log out of the time clock. |
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Access the CareCredit integration to perform account lookups, complete online applications, and use a payment calculator.
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