PDF USER'S GUIDE

Easy Dental 11

USER'S GUIDE

| 1-800-824-6375

PUBLICATION DATE March 2012

COPYRIGHT ? 1987 ? 2012 Henry Schein, Inc. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrievable system, or translated into any language in any form by any means without the written permission of Henry Schein, Inc.

LICENSES AND TRADEMARKS ? 1987 ? 2012 Henry Schein, Inc. Easy Dental, Henry Schein, and the `S' logo are registered trademarks of Henry Schein, Inc. Microsoft is a registered trademark and Excel, Windows, and Word are registered trademarks of Microsoft Corporation; all ADA CDT codes are protected by U.S. and International copyright laws. All rights reserved by the American Dental Association.

EASY DENTAL AND MICROSOFT WORD FOR WINDOWS Easy Dental can share its database with Word for Windows, a word processing product created by Microsoft Corporation. To use Easy Dental with Word for Windows, you need to license and install Microsoft Word for Windows.

Table of Contents

Contents

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Chapter 1: Learning About and Getting Help with Easy Dental..................1

Documentation and Help...................................................................................................1 Ordering Printed Manuals.............................................................................................2

Easy Dental Website............................................................................................................2 Easy Dental Resource Center.............................................................................................2 Easy Dental Training............................................................................................................3 Easy Dental Customer Support..........................................................................................3 Using the Easy Dental Tutor Database..............................................................................3

Chapter 2: Introduction and Initial Setup.....................................................5

Easy Dental Overview..........................................................................................................6 Transferring Patient Information.........................................................................................7

Manual Entry Option 1..................................................................................................8 Manual Entry Option 2..................................................................................................8 Starting Easy Dental............................................................................................................9 Setting Up Practice Resources............................................................................................9 Setting Up the Schedule Module.....................................................................................14 Setting Up Practice Schedule Defaults......................................................................14 Setting Up Provider Defaults......................................................................................15 Setting Up Operatory Defaults...................................................................................16 Setting Up the Accounts Module.....................................................................................17 Adding Tax and Discount Types.................................................................................17 Setting Up Easy Checkout Options............................................................................19 Setting Up the Reports Module.......................................................................................20 Setting Up Recall Appointment Types.......................................................................20 Setting up Procedure Codes.......................................................................................21 Setting Up Dental Diagnostic Codes.........................................................................24 Setting Up Diagnostic Cross Codes...........................................................................26 Setting Up Explosion Codes.......................................................................................26 Customizing Practice Definitions................................................................................28 Setting Up Practice Defaults.......................................................................................32 Hiding Social Security Numbers.................................................................................33 Setting Up Automatic Chart Numbering...................................................................34 Setting Up Printers.......................................................................................................35 Setting Up Passwords..................................................................................................35 Verifying Information.........................................................................................................39 Backing Up the Easy Dental Database............................................................................39

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Chapter 3: Patients.....................................................................................41

Using the Patients Window...............................................................................................42 Information Blocks.......................................................................................................42 Toolbar..........................................................................................................................42 Family Member List......................................................................................................43

Adding New Family Accounts..........................................................................................44 Adding Family Members...................................................................................................46

Adding New Patients with Appointments.................................................................47 Managing Family Relationships........................................................................................47 Selecting Patients..............................................................................................................47

Searching for Archived Patients..................................................................................48 Assigning Medical Alerts..................................................................................................49 Opening the Patient Picture Window..............................................................................50 Viewing Patient Notes.......................................................................................................50

Entering or Editing Patient Notes..............................................................................51 Printing the Patient Notes Report..............................................................................51 Assigning Employers to Patients......................................................................................52 Changing Patients' Employers....................................................................................54 Working with Insurance.....................................................................................................54 Entering New Insurance Plans....................................................................................55 Assigning Insurance to Subscribers............................................................................58 Assigning Insurance to Non-Subscribers...................................................................59 Changing Insurance Carrier Information....................................................................60 Clearing Insurance Coverage......................................................................................62 Assigning Recall.................................................................................................................62 Assigning Referrals............................................................................................................64 Entering Referrals Made by Patients..........................................................................64 Referring Patients.........................................................................................................65 Archiving Patients..............................................................................................................66 Reactivating Patients...................................................................................................67

Chapter 4: Schedule...................................................................................69

The Schedule Module Window........................................................................................70 The Schedule Toolbar..................................................................................................70 The View Toolbar..........................................................................................................72 Date Bar........................................................................................................................72 Provider Tracking Columns.........................................................................................72 Day Search Buttons......................................................................................................72 Schedule of Appointments.........................................................................................72 The Hover Window......................................................................................................72 The Schedule Clipboard..............................................................................................73

Setting Custom Views.......................................................................................................73 Changing Views............................................................................................................75

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Finding Available Appointment Times............................................................................75 Scheduling Appointments................................................................................................77

Setting Appointments Complete...............................................................................80 Scheduling Events.............................................................................................................80 The Schedule Lists.............................................................................................................82

Opening the Appointments List.................................................................................82 Opening the ASAP List................................................................................................83 Opening the Unscheduled List...................................................................................83 Managing Appointments..................................................................................................84 Finding Appointments.................................................................................................84 Moving Appointments.................................................................................................85 Breaking Appointments..............................................................................................86 Rescheduling Broken Appointments.........................................................................86 Adding Appointments to the ASAP List....................................................................88 Printing from the Schedule...............................................................................................88 Printing the Schedule View.........................................................................................88 Printing Patient Route Slips.........................................................................................90 Changing Practice Hours..................................................................................................91 Setting Practice Schedules..........................................................................................91 Setting Provider Vacation Days...................................................................................92 Notes and Alerts................................................................................................................93 Easy Day Planning..............................................................................................................95 Customizing Appointment Types...............................................................................95 Customizing Procedure Codes...................................................................................96 Setting up Time Blocks................................................................................................97 Activating Easy Day Planning......................................................................................99 Finding Available Time Blocks....................................................................................99

Chapter 5: Chart.......................................................................................103

The Chart Module Window............................................................................................104 Toolbar........................................................................................................................104 Graphic Chart.............................................................................................................105 Procedure Buttons.....................................................................................................106 Procedure Category Buttons....................................................................................106 Progress Notes...........................................................................................................107

Entering Treatment..........................................................................................................107 Entering Treatment Using Procedure Buttons.........................................................108 Adding Treatment Using Procedure Category Buttons..........................................109

Editing Treatments...........................................................................................................110 Editing and Deleting Treatments..............................................................................110 Editing Treatment in History.....................................................................................111 Editing Surface Painting............................................................................................111

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Deleting Completed Procedures..............................................................................112 Invalidating Procedures in History............................................................................113 Viewing Primary or Permanent Teeth.............................................................................114 Using Notes......................................................................................................................114 Entering and Editing Procedure Notes....................................................................114 Adding and Viewing Clinical Notes..........................................................................115 Printing the Dental Chart................................................................................................116 The Estimator...................................................................................................................116 The Estimator Toolbar...............................................................................................117

Chapter 6: Perio Chart..............................................................................119

Using the Perio Chart Window.......................................................................................119 Perio Chart Toolbar....................................................................................................120 Data Chart..................................................................................................................121 Tooth Indicator Controls............................................................................................122 Navigation Controls...................................................................................................122 Data Entry Controls....................................................................................................123

Setting up the Perio Chart..............................................................................................123 Customizing perio examinations..............................................................................124 Configuring Auto Settings........................................................................................125 Setting the Calculation Options...............................................................................125 Setting the Flag Red Limit ........................................................................................125 Indicating Script Settings..........................................................................................125 Skipping Teeth with Selected Conditions................................................................127

Creating an Exam............................................................................................................128 Entering Perio Measurement Data...........................................................................128 Entering Perio Data Using the Keyboard.................................................................130 Saving an Exam..........................................................................................................130 Comparing Exams......................................................................................................131 Printing Perio Reports................................................................................................131

Chapter 7: Treatment Plans......................................................................133

The Treatment Plans Window.........................................................................................133 Entering a Treatment Plan...............................................................................................134 Attaching Diagnostic Codes...........................................................................................136 Managing Pre-Treatment Estimates...............................................................................136

Creating Pre-Treatment Estimates............................................................................136 Entering Insurance Estimates....................................................................................137 Showing Transactions Links.......................................................................................139 Setting Procedures Complete..................................................................................139

Easy Dental 11 User's Guide

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