In Easy Dental 12.1, the Documents module was completely redesigned, and is now better than ever! You can now import most common file types, including images, Adobe PDFs, Microsoft Word documents, Microsoft Excel spreadsheets, and others.

When you think of the Documents module, think of a big file cabinet with hanging file folders that you put pieces of paper into. You could fill these folders with Insurance EOBs, referring doctor letters, scanned lab slips, health history updates, X-rays, and any other paper documents you commonly deal with. Except, with the Documents module, you aren’t keeping the physical paper copies after they are scanned and saved.

Documents can also be ‘tagged’ with other patient, provider, insurance carrier, employer, or referral sources. For example, you can save an EOB and tag the insurance carrier and all of the patients listed on it. The tagged document will be visible when you open Documents for any of them – you don’t need to scan it in multiple times for each patient and the carrier!

Plus, you can access the file from any networked Easy Dental workstation! Watch this short video to see how it works, and then try it out yourself!

Leave a comment below and tell us how you use (or will start to use) Easy Dental’s redesigned Documents module!