With some procedures, you may want to give your patients specific reminders — care instructions — before they leave your office. Rather than write the instructions down on appointment cards or create separate documents for them, you can simply attach these instructions to the procedure to which they pertain; then, whenever you complete that procedure, the care instructions will automatically print with the patient’s walkout statement!

For example, you may verbally inform a patient who had a fluoride varnish applied to their teeth, to avoid sticky foods, hot drinks, and carbonated beverages for at least four hours. And if you print those instructions with their walkout statement, it will serve as an additional reminder — just in case they forget or have questions about your instructions — after they leave your office.

There is a two-part process that must be completed in order for care instructions to be printed with your patients’ walkout statements.

Part One: Add Care Instructions to a Procedure Code

Use the following steps to assign care instructions to a procedure code and tell Easy Dental to print the instructions with your patients’ walkout statements.

  1. From any Easy Dental module, click Settings.
  2. Under Practice Setup, click Procedure Code Setup.
  3. Select the procedure code you want to add care instructions to, and click Edit.
  4. In the Procedure Code Editor dialog box, click Edit Note.
  5. In the Recommendation Note text box, enter the care instructions you want to be printed whenever the procedure is completed.
  6. Check the Print Note on Walkout box.
  7. Click OK to save your settings.
  8. In the Procedure Code Editor dialog box, click Save, then Yes to save your changes, and then Close to exit.

Part Two: Print Doctor Recommendations

Use these steps to tell Easy Dental to print care instructions when your walkout statements are printed.

  1. From the Accounts toolbar, select the Print button and then click Walkout.
  2. In the Walkout Statement dialog box, check the Print Doctor Recommendations checkbox. (To keep this selection active for future printings, check the Save as Default checkbox.)
  3. Click the Print button.

Bonus Tips

  • You must have a patient selected in the Accounts module for the Print button to function.
  • If Print Doctor Recommendations is not selected in the Walkout Statement dialog box, the care instructions will NOT be printed on the statement–even if you’ve selected Print Note on Walkout in the Edit Procedure Code Notes dialog box (refer to Part One above).
  • By checking the Print Doctor Recommendations checkbox, Easy Dental will print care instructions on both the Family Walkout and the Walkout/Doctor’s Statements.

For additional, related information, read the following topics in Easy Dental Help:

  • Setting up Procedure Codes
  • Printing Walkout Statements