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Back to Work Essentials

Please find links below to training and documentation relevant to returning to work following Covid-19 closures.

We will be adding further materials to this thread so please subscribe for notifications.

Don't forget to also attend one of our Back to Work Webinars which are also pinned on the main R4 Page on the exchange. 

We will add content to this as more becomes available

Back To Business Video -

Back to Business Recorded Webinars -


FTR Patients

Sending patient letters

Running Financial Reports

Viewing & Processing EDI Claims

Printing day Lists

Resetting User Passwords

Recall Patients

Creating Markers -

Creating & Editing Letter Templates in Document Manager -

Back to Business Template Letters -

More Back to Business Template Letters -

Extend NHS contract period video -

How to Edit a Template in R4 PDF -

How to find out the number of cancelled or DNA’d appointments PDF -

How to use the mail merge feature PDF -

How to find patients with email PDF -

Add User Video -

Adjust working hours for a single day video -

Change password video -

Change EDI PIN -

Imaging Equipment Restart Guide - Attached as a PDF Document

R4+ Training YouTube Playlist -


Creating Patient Markers

Resetting a Dentist Password

Printing a Treatment Plan

Moving An Appointment

Viewing Multiple Appointment Books

Abandoning a Course of Treatment

2 Replies
Canine II

Re: Back to Work Essentials

Hi there,

we have a new covid-19 screening form set up on R4, require Yes and No to be added next to each question could you please edit it for us?

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Re: Back to Work Essentials



I've emailed you directly.


Kind Regards



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