Running the Modify Routing Slip Codes Utility

Run the Modify Routing Slips utility to add procedural codes that can be printed on provider preferred and office routing slips.

To customize routing slips:

Instruct all users to exit the software.
Select Start > All Programs > SoftDent Software > SoftDent Utilities. The SoftDent Login window is displayed.
Type your user name and password and click OK. The SoftDent Utilities window is displayed.
Select Customize > Modify Routing Slip Codes. The Routing Slip Code Editor window is displayed.
Select the routing slip to edit from the Office Routing Slip drop-down list.
Select from the following options:
To customize a provider’s preferred routing slip, select Use provider preferred routing slips and select the provider for whom routing slips are being customized from the Customizing Routing Slip for Provider drop-down list.
To print treatment plan codes on routing slips, select Include Treatment Plan.
To print last exam information in the Patient Information section, select Include Exam History.
To print patient referral information, select Include Patient Referrals and Acct Aging.

To add a new code, click Insert. The Edit Routing Slip Code window is displayed. Select the code to add, type a description and press Tab. Click OK.

To edit a code, click Edit. The Edit Routing Slip Code window is displayed. Type a description, select or deselect Include Tooth and Include Surface, and press Tab. Click OK.

To delete a code, click Delete.
Click Save.
Click Close.