Wednesday, October 22, 2014

Support Newsletter - October 2014

IMPORTANT: Paper Invoices will be stopping in December

Support Tip #13 - Customizing the Appointment and Patient Info Widgets in Scheduler

What it does: You can customize the Scheduler to show the information you want, including appointment and patient details.

What this means for you: Having relevant information at your fingertips make it easier and faster to handle patients. There are less clicks and less screens to scroll through, efficiently optimizing your workflow.

How you can use this:

Step 1. Scheduler Appoint Info

Let's start with the scheduler information being displayed.

This image below only shows the standard appointment entry, with very little information. Let's add more relevant details to this appointment.

Click on Settings -> Schedule Setting

Step 2. 
Within this Schedule Settings window, click on the Appointment tab up top.
Here you'll be able to change what is displayed. Check the boxes of which options you'd like to have.

Note: The "Apply Settings To:" option can be applied to just the computer you are using, or all the computers in the office. This can be useful if you want to display different information between office areas, such as operating room and front desk reception.

For this example, we will enable "Preferred Language", "Patient Age", and "Home Phone". Then we will click OK to apply changes.

You can see below in the Before and After picture that the changes have been made in the Scheduler.

Step 3. Patient Widget Info

Next we'll customize the Patient widget to display relevant information as well.

Click on Settings -> Patient Info Setting

Step 4. 
Now that we are in the Patient Info Designer window, you are able to select what you want displayed in the Patient Info Widget.
Note: The "Apply Settings To:" option is here as well, just like the Schedule Settings window.

In the "Field" column, you can select the information that is pulled from their records. In the "Prefix" column, you can choose the prefix that is shown along with the Field.

For this example, we are going to choose Patient Birthdate. For the Prefix, you can write shorthand forms such as "Bday" or "DOB", but we will simply have "Birthday" here.

You can see below in the Before and After picture that the Birthday information is now displayed.

Since the Scheduler is an integral tool in managing your office, it's always good to have the information that you need on the same screen.

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Maintenance and Service Fee Adjustment

ClearDent's maintenance and service fee will be adjusted in response to inflation, and so that we can maintain our quality of product enhancements and services. The changes will be as follows:

How will the change affect me?
If you are currently on a monthly payment cycle, the change will be effective starting December 1, 2014.

If you are currently on an annual payment cycle, you will see the changes on your next annual invoice.

We thank you for your continuous support toward the improvement of our software.

Paperless Billing

In an effort to become more environmentally friendly, we are upgrading to electronic delivery of invoices starting December 1, 2014. Paper invoices will no longer be mailed out. We will only be issuing invoices by email or fax.

To ensure proper delivery, we ask you to provide the email address or fax number that you wish to use to receive invoices and receipts.

If you would like to use a different email address or fax number, please Click here to update.

Also, please be sure to add to your safe senders list, to prevent our email from getting added to the spam list.

We recommend all of our customers to sign up for automatic payments to prevent any confusion or accidentally deleted emails/faxes.

Please contact us at or call 1-866-253-2748 x 3 for further questions.

Go Paperless and Pay Online

Did you know?

We now have an online payment system for you to easily make payments!

Simply visit and enter fill out the form to pay your invoice. You will receive a receipt in your email almost immediately.

We are also using the latest encryption and security methods, so you do not have to worry about your information being compromised. ClearDent takes advanced measures to always remain protected.

We would LOVE to Hear from You

As always, if you have any questions or concerns, please use the web feedback form on our website. Your input is sent in private to the management at ClearDent.

Keep in mind that the feedback form accepts complaints as well as compliments. Good or bad, we'd love to hear what you have to say.