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jmo
Canine II

Insurance disclaimer

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I am wondering why there is no Insurance disclaimer when printing treatment plans for my patient's. Please help. This seems to be a simple task, considering all of the other pointless functions of Softdent. I've called support, to no avail and still no resolve...... I'm still on the fence with Softdent. SMH

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pksaari79
Premolar III

Re: Insurance disclaimer

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There is a way to add your own disclaimers. Once added, you bring the drop down to add to your treatment plans. I am on my phone so I can't tag any trainers (that I know how) and I can't remember exactly how to do it. Reach out to Wendy Potts or Danelle Canales, and they can definitely help you quickly.

Moderator
Moderator

Re: Insurance disclaimer

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to add a custom financial agreement notes \ disclaimer you can follow these steps 
system -> change system settings -> treatment plan financial agreement notes -> add 
system -> change system settings -> treatment plan comments -> add
then to enter that note in treatment plan print out , patient information screen -> treatment plan x -> print treatment plan -> select group # ->   treatment plan additional setup screen you have the options to choose additional comments and\or financial agreements pre-defined messages 
if you had only one option to add pre-defined messages in treatment plan additional comments screen you can change the template or form you're using by going to system -> form selection -> treatment plan and choose #1 SoftDent laser TP W comment/financial box 

jmo
Canine II

Re: Insurance disclaimer

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Thanks for your help. I was able to add it on my TP. Looks much better now. 

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jmo
Canine II

Re: Insurance disclaimer

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Thank you. It has been added now. I do like that I have the option to add it on, I just didn't know how. 

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