The Utilities Menu contains several useful tools.
NB. Some of these tools perform Irreversible actions and should only be used when you are certain of their consequence. If you are unsure, contact us for advice before using this section.
Transfer Patients
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The Transfer Patients tool allows the user to transfer patients from one dentist or hygienist to another. You can also optionally transfer some or all appointments and accounts if you wish.
Note that this process is Irreversible.
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Export Referring Dentist List
Exports a list of all referring dentists to .csv file.
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Transfer Contracts
The Transfer Contracts tool allows you to swap the patients from one contract to another. Note that this process is Irreversible.
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Update Accounts
The Update Accounts tool deletes all transations before the Cut-Off Date when the account balance was zero. Use this tool to tidy your accounts screen.
Note that this process is Irreversible.
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Remove Empty Patient Folders
Removes all empty patient folders from the database.
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