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Getting Started
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FAQs
- Botox FAQ
- Roles & Responsibilities
- Nutrition For Oral Health
- Weekly Reports
- Weekly Report Text Reminder
- Upset Patient Protocol
- Informed Consent for Appointment Confrimation
- Dr. Bracci Scheduling Guidelines
- Implant Bundle Flyers
- Prophylactic Pre-Med Guidelines
- Protocol for Cardiac Patients
- Protocol for Pregnant Patients
- Loupes and Lights!
- Core Values – Printable!
- How To Discuss Sedation with Adult Patients
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Open Dental
- Open Dental Tasks
- Moving X-Rays Between Patients in Apteryx
- How to print Chart Notes in Open Dental
- FLDC Calibration Document!
- Setting Orthodontic Time Frame in Open Dental
- Flex Online Scheduling Setup
- IO Camera Capture Button Doesn't Work?
- How to Enter a Pre-Determination into Open Dental
- Open Dental Scanner Settings
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HR
- Prenatal Leave (Prenatal PTO)
- Handbooks!
- HR Duties
- Needlestick Protocol
- Team Member Dental Appointment/Insurance Protocol
- Team Member Referral Bonus!
- Exposure Incident
- Ascensus Retirement
- Mileage Reimbursement
- Time Off Requests
- Loupes and Lights!
- Core Values – Printable!
- Assisted Tiered Sheet
- Taxes and working in Multiple Locations
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Procedures
- Take Home Whitening: Team Instructions
- Discipline Documentation Protocol
- Submitting an IT ticket
- Hygiene Laser Bacterial Reduction
- Whitening Options & Team Information
- Fluoride Trays
- Fluoride Varnish After Care Instructions
- Implant Overdenture & Fixed Implant Bridge Recall Protocols
- FLDC Calibration Document!
- Implant Appointment Cheat Sheet
- POST OPS
- How to update Fees in a Patient Treatment Plan
- Sedation
- FLDC Lab Dentures
- Silver Diamine Fluoride (SDF) Application
- How To Discuss Sedation with Adult Patients
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Lab
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Hygiene
- Hygiene Laser Bacterial Reduction
- Appliances Scanned for in Hyg vs Doc Side
- Ideal Flow of a Recall Appointment
- Schedule Preperation
- How to See Clear Images with Jazz Sensors
- Laser Treatments Post Op Instructions
- Salivary Testing
- Hygiene Recall System
- Implant Overdenture & Fixed Implant Bridge Recall Protocols
- Saving Microscope Video to Open Dental
- Hygienist EOD Checklist
- Scaling and Root Planing Post Op Instructions
- How to take a CT Scan
- Air Polisher
- Channel D
- Gingival Therapy Refusal
- FLDC Calibration Document!
- Clinical Attachment Loss, Calculation
- Taking an IO Photo in Apteryx
- How to Check Your Adjusted Production
- Patient Refusal
- Gingival Therapy Handout
- WATERPIK
- REQUEST TO RESTRICT DISCLOSURE OF INFORMATION
- Alternative to Fluoride
- FYGG Hydroxyapatite Pt Info
- Blood Pressure Protocol
- PH of our Saliva
- Implant retained overdenture
- Perio Protocol Cheat sheet
- How to Take a CT
- Daily Patient Planner
- Pain Protocol
- POST OPS
- Hygiene Rec Sheet
- Tips for Hygienists
- Silver Diamine Fluoride (SDF) Application
- Hygiene Appointment Blocks
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Front Desk
- How to Delete and Document a Failed Appointment
- How to Document and Reschedule a Short Notice Cancellation
- How to Change Doctor On Call in Mango
- Adding the VIP Savings Plan to a Patient Account
- Hygiene Recall System
- Review Follow up Email
- End of Year Insurance Benefits Remaining
- How to Merge Patients in Open Dental
- How to Import X-Rays from Outside Offices into Apteryx
- Phone Extensions
- Pink Sheet
- Financial Policy
- HIPPA Consent
- Welcome!!
- Updating Voicemail & Holiday (time off) Hours
- School Trauma Form
- TC Info to Review with Sedation Patients
- REQUEST TO RESTRICT DISCLOSURE OF INFORMATION
- Letter to PCP to Evaluate Patient for Reflux
- Implant Bundle Flyers
- How to add a GA Appointment @ Victor Smiles
- Release of Records
- Back of Router
- Blood Pressure Protocol
- End of Day (FD)
- Denture/Implant Bundles
- Consent for Treatment Not Covered
- Appointment Confirmation & Cancellation Protocol
- How to Check Clinical Notes
- Billing & Statements
- ASTGW
- Pain Protocol
- Tx Coordinator Training with Kiera
- Medical Clearance – PCP
- Setting Orthodontic Time Frame in Open Dental
- TMJ
- X-Ray SOP
- Flex Online Scheduling Setup
- How to Enter a Pre-Determination into Open Dental
- Consent Forms
- Hygiene Appointment Blocks
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Assistants
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Doctor
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Other
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Insurance
End of Day (FD)
End of Day is completed in each office to wrap up the financial information and payments collected during the day. The Front Desk Team of each office is responsible for completing End of Day and sending the final report and payments to our financial team in Canandaigua. This document shows that we double checked all payments collected in the office and that we have properly submitted all insurance claims for the day!
End of Day (FD)
1. Click "Reports"
2. Click "Standard"
3. Click ‘Procedures Not Billed to Insurance’
4. Make sure your dates are set to today.
5. Click here
6. Click here
7. Click "Refresh"
8. Click "Close" – once there are no names remaining on this report.
9. Click "Reports"
10. Click "Standard"
11. Click ‘Payments’
12. Uncheck "Show splits by provider separately"
13. Uncheck "All insurance payment types"
14. Uncheck "All claim payment groups"
15. Click "OK"
16. Click here
17. Click "OK"
18. Click ‘Close’
19. Verify all Cash/Check/Care Credit/Cherry/CDF payments match what you have on hand with the report.
20. Wrap all money and signature pages in the report you printed and stamp with the big stamp and fill out all information.