Workflows and Roles

Role: Front Desk Administrator

The following tasks are frequently performed by a front desk administrator:

Adding New Patients

• Adding New Patients/Accounts from the Daily Appointments or Book At A Glance Windows

• Adding New Patients from the Patient Windows

• Adding New Patients from the Account Window

• Scheduling Appointments for New Patients

• Activating New Patients and Accounts

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Scheduling Appointments

• Scheduling Patient Appointments

• Scheduling Appointments for New Patients

• Handling Appointment Conflicts

• Editing Appointments

• Canceling Appointments

• Tracking Missed, Broken, and Late Appointments

• Rescheduling Appointments

• Using the Tickler

• Confirming Appointments

• Auto Scheduling Patient Appointments

• Scheduling Recall Appointments for the Family

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Checking In Patients

• Checking In a Patient

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Updating Patient Demographic Information

• Editing Patient Records

• Updating Medical Histories

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Verifying Patient Benefits

• Patient List and Patient Window Options

• Searching for and Viewing Patient Information

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Checking Out Patients

• Viewing and Reviewing Patient Clinical Notes

• Posting Patient Payments

• Submitting Dental Claims

• Checking Out Patients

• Automatically Posting Appointment Procedures

• Scheduling Follow-Up Appointments

• Printing Routing Slips

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Related Topics

Workflows and Roles

Role: Hygienist

Role: Dental Assistant

Role: Treatment Coordinator

Role: Office Manager