SoftDent: Using the Phone Center

Document created by tshaw Employee on May 6, 2016
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To access the phone center, select List > Phone Center, or click the Phone Center button

from the Power bar.

 

You can use the phone center to respond to patient telephone inquiries.

The feature:

  • Consolidates important patient information
  • Enables you to access it from almost anywhere within the software

You can then relay this information while communicating with a patient.

Using this feature:

  • Helps you process patient requests
  • Provides access to more detailed family and patient information

 

In the Phone Center window, you can perform several functions.

 

The information available from each button in the Phone Center window:

  • Information: Select a patient or account and click this button to display the Patient or Account window. You can view and edit patient or account information.
  • Insurance Info: Select a patient and click this button to display the Patient Guarantors window. You can view, add, edit, and delete patient guarantor and insurance information.
  • Scheduling: Select a patient and click this button to display the Patient Appointments window. You can view a list of appointments and schedule appointments.
  • Prescription: Select a patient and click this button to display the Prescriptions For List window. You can view a list of drugs that have been or are currently prescribed for the patient.
  • Contacts: Select a patient or account and click this button to display the Contacts for List window. You can view a list of contacts for the patient or account.
  • New Patient: Select a patient or account and click this button to display the Daily Appointments book. You can add a new patient appointment.
  • Transactions: Select a patient or account and click this button to display the Patient Transactions List or Account Transactions Lists window. You can view the transaction history for the patient or account.

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