Charting+
Design & Sign
- What is Design & Sign?
- How can I Use HTML Editor in the Design and Sign Section, to Create Forms?
- What is the Design & Sign Alert Feature?
- How to Download a Design & Sign Form
- How to Hide/Delete a Question within your Design & Sign Form
- Euro - Design and Sign and PP Pricing
Claims Section
- What are the new NHS Band fee dental charges for 2024?
- How to Revert a claim status from 'Paid' to 'Sent to Insurer'
- Manual Claims Process
- How to Delete A Claim Item
- Automated VHI Insurance Process
- How to Update Claim Item to 'Patient Charged'
Reports Section
- What Reports do I have Access to on Specific User Privilege Levels?
- How to View The Full List of Patients Within the Practice
- How To View A List Of All Appointments/ Patients Seen By A Particular Clinician
- How to see all Payments made within a month
- End of Day Reports
- How To View A List Of Completed Treatments Based On A Specific Treatment For A Clinician
Treatment Section
- How do I Change a Treatment from Complete to Planned?
- How to submit an NHS Claim
- How do I Complete Multiple Treatments?
- Print a Patient's Clinical Notes with Charting
- How to Delete a Baseline Item
- How to Construct a Treatment Plan
Appointment Section
- How to switch off the Medical Risk Note Pop-up
- How to create Patient Pop-up notes
- How do I Book an Unscheduled Appointment Using the ‘Find Slot’ Feature?
- How do I cancel Appointments?
- Unable to Login
- Household Bookings
Patient Section
- How can I Check the Activity of a Medical History Form for a Patient?
- Making a Payment/Deposit Through Dojo
- How to Send a Stripe Payment Link
- How to make a Patient Recall Exempt
- How to Print a Receipt
- Creating a GoCardless Payment (Single or Recurring)
Patient Portal
- How do I Reverse the Pending Registration Status on a Patient’s Details?
- Remove appointments from patient portal
- How to Add/Edit a Patient Portal Appointment Note
- How to set-up PayPal
- How to Limit An Appointment on the Patient Portal to a Specific Clinician
- Connect and Consult Instructions
Communication Section
- How can I Import and Convert a Word Document into a Communication Template?
- Update SMS Sender Name
- How can a patient be opted-out of marketing communications?
- View Received SMS
- How to Resend an Email from Audit Logs
- Configure the Auto Email Communications cc'd to the Practice Email for E-Signatures
Admin Section
- How to check Event details
- How can I Check Which User is Currently Active on the System?
- When was the Last Time a User Logged In?
- How do I Create 1-Click Plans?
- Add a User Photo
- How to update your NHS UDA Target/Sub-targets