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by Easy Dental Blog Team | Feb 26, 2021 | Revenue Cycle Management

Do More Than Just Search For Payments

The Search Payments feature in Easy Dental is a topic we have mentioned before. But did you know you can use the Search Payments feature to accomplish several things? It’s true, you can use it to: Search for all types of payments (cash, check, credit card,...
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by Easy Dental Blog Team | Jan 11, 2021 | Revenue Cycle Management

Easy Dental Notes Part 3: Financial Notes

Over the past couple of months, we’ve shared posts about the importance of keeping notes in Easy Dental, and keeping them in the right location. The Accounts module is another key area where notes are valuable. Because money is a big deal to everyone involved,...
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by Easy Dental Blog Team | Nov 3, 2020 | Revenue Cycle Management

Track Family Financial Situations with the Account Note

In Easy Dental, Account Notes are used to document information specific to the finances of a family account. Account notes are shared for an entire family and can be viewed from the Accounts module.To add an account note to a patient account: With a patient selected...
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by Easy Dental Blog Team | Sep 21, 2020 | Revenue Cycle Management

Setting up a Patient Payment Plan

At times, a patient may need to pay off a procedure or balance over time. You can accommodate these patients by setting up a payment plan with them in which they agree to pay off their balance through regular payments instead of in one lump sum.You can track payment...
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by Easy Dental Blog Team | Aug 24, 2020 | Revenue Cycle Management

Everything You Need to Make Collections Calls–All in One Place

Before you sit down to make collections calls, it’s important to have all the information available that you’ll need to talk to patients about their overdue balance. The Collections Manager is a great place to gather that information!You can find the...
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by Easy Dental Blog Team | Aug 3, 2020 | Revenue Cycle Management

Using the Unscheduled Treatment Plans List

It’s never too early to start thinking about scheduling patients for their unscheduled treatment-planned work before the end of the year.  One tool you can use to find these patients is the Unscheduled Treatment Plans list.This list will display patients and their...
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