Reception – Intermediate

Course Content

Chapter 1: Security
Use Employee Time Clock
Forgot Password
Chapter 2: Patient Manager
Patient Manager Overview
Use Patient Sidebar
Set Patient Alerts
Confirm Appointments from PM
Cancel Appointments from PM
Chapter 3: Scheduling
Navigate the Scheduler
Book Appointments from Contacts
Find Openings for a New Hygiene Appointment
Cancel Appointments from the Scheduler
Reschedule an Appointment
Confirm Appointments from the Scheduler
Search for Available Openings
Chapter 4: Patient Record
Patient Selection
Patient Intake
Manage Patient Referrals
Chapter 5: Insurance
Add an Insurance Plan for Assignment Practices
Add an Insurance Plan for Spouse/Dependent
Inactivate a Patient’s Insurance Plan
Final Quiz
Reception – Intermediate

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