Group 65
Go to Dentally
All Collections
PATIENT RECORDS
PATIENT RECORDS
Learn about all the information you can add to your patient records.
16 articles in this collection
Written by
Rosie Diver
Customise the Patient's Title
How to add Titles into the patient's details
Written by
Rosie Diver
Updated over a week ago
Deleting a Payment from the account tab
How to delete a payment in a patient's record. Payment locking. Xero.
Written by
Rosie Diver
Updated over a week ago
Entering and Editing a Patient's Details
What details to enter and how to edit a patient's preferences. Archive, delete, call a patient or add custom fields to the patient record
Written by
Rosie Diver
Updated over a week ago
Editing the Medical History Questions
How to add to and edit the medical history questions on the desktop
Written by
Rosie Diver
Updated over a week ago
Deleting an Invoice
When, how and why delete an invoice, locked invoices, locked invoice on completed treatment plans, how to unlock an invoice
Written by
Rosie Diver
Updated over a week ago
Family Members
How to group family members, link and unlink family members to make appointment booking easier for the family
Written by
Rosie Diver
Updated over a week ago
Merging Patients
How to merge duplicate patient records
Written by
Rosie Diver
Updated over a week ago
Patient Notes
How to use notes for quick, non-clinical information, reminders, or comments. Hide all notes in one click
Written by
Rosie Diver
Updated over a week ago
Postcode Lookup
How to use the Postcode Lookup function
Written by
Rosie Diver
Updated over a week ago
Recording a Patient's Medical History
How to record a patient's medical history on the desktop, set a medical alert, set medical text alert. iPad app symbol
Written by
Rosie Diver
Updated over a week ago
The Account Tab
How to find Invoices, payments and statement of account in the patient's account tab
Written by
Rosie Diver
Updated over a week ago
The NHS & Exemptions Tabs
How to use the NHS tab and the Exemptions tab
Written by
Rosie Diver
Updated over a week ago
The Recalls Tab
How to use the Recalls tab to keep track of a patient's recalls
Written by
Rosie Diver
Updated over a week ago
Uploading Digital X Rays or Photographs
How to upload digital X-rays to a patient's record, xray software.
Written by
Rosie Diver
Updated over a week ago
Using the Audit Trail
How to use the audit tab to view all the activity on a patient's account.
Written by
Rosie Diver
Updated over a week ago
Working On Multiple Patients at the Same Time at Dentally
How to open more than one patient record at a time
Written by
Rosie Diver
Updated over a week ago