Use the Setup Practice section to change general settings for the practice.
Q. How can I print a treatment estimate?
Treatment breakdowns can be printed directly from the patient's Charting and Clinical Notes section for both unfinished and "Done" items.
Q. A practitioner has booked a holiday, how can I contact patients to cancel their appointments?
Firstly, using the Filter Controls run a filter by date range. Select the date(s) in question and in "Date to use" select Appointment Date. Choose the practitioner and apply the filter. Next create a mailmerge to this filter - see: Creating a Mailmerge for instructions. As there is no default temptlate for cancelations you will have to create a new template.
Q. How can I find a list of all open treatment plans?