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by Easy Dental Blog Team | Nov 30, 2020 | Patient Record Management

Easy Dental Notes Part 2: Patient Information Notes

Previously we shared information about notes related to scheduling in Easy Dental. Today’s tip will focus on the kinds of notes you can use to document patient information. While you could argue that every kind of note could technically be called patient...
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by Easy Dental Blog Team | Sep 8, 2020 | Patient Record Management

Designating the Guarantor on a Patient Account

When you add new patients to Easy Dental, you need to designate someone in the family as the “responsible party.” Easy Dental refers to that person as the guarantor. In the past, this person was also referred to as the head-of-house. When you add new...
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by Easy Dental Blog Team | Sep 3, 2020 | Patient Record Management

Searching for Patients and Information in Easy Dental 12.2

If there’s one task you perform hundreds of times a day in your practice management software, it’s searching for a patient. Whether you need to look up information about their account, schedule an appointment, or chart treatment, it’s a task you perform constantly. In...
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by Easy Dental Blog Team | Jun 15, 2020 | Patient Record Management

Changing a Patient Status in Easy Dental – What Happens?

In the Patient module, you have the option of setting a patient’s status to one of four settings: Patient, Non-Patient, Inactive, or Archived. But do you understand what happens in Easy Dental when you choose a status? Do you know when you should change a status? Here...
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by Easy Dental Blog Team | May 18, 2020 | Patient Record Management

Assigning Primary Insurance to a Patient in Easy Dental 12.2

In Easy Dental, you can assign insurance to a patient showing them as either a subscriber or a dependent. Assigning plans correctly is important! Doing it wrong will almost certainly ensure that the claim will be denied, leading to a longer wait to be paid for your...
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by Easy Dental Blog Team | Apr 1, 2020 | Patient Record Management

Removing Outdated Patient Alerts

The key to effectively using patient alerts is setting them up so they only appear when they are relevant and necessary. Having outdated patient alerts pop up in Easy Dental wastes time. Every time they appear, you have close the pop-up window before you can complete...
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