Key to Available courses

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1 Key t Available curses Receptin Mdule 1 The Patient file Clinical Mdule 1 The Patient File Mdule 1 The Patient File Receptin Mdule 1 Appintment Bk Management Clinical Mdule 1 Husekeeping Mdule 1 Husekeeping Receptin Mdule 1 Patient Cmmunicatin Receptin Mdule 2 Intrductin t the appintment bk Clinical Mdule 2 Treatment Planning Basic Reprting part 1 Receptin Mdule 2 The Manager s Clinical Mdule 2 Patient Cmmunicatin Mdule 2 The Manager s Receptin Mdule 2 Activity Reprting Receptin Mdule 3 Appintment bk part 2 Clinical Mdule 3 Clinical part 2 Mdule 3 Basic Reprting part 2 Receptin Mdule 3 Patient Retentin Clinical Mdule 3 Treatment Plan Acceptance part 1 Mdule 3 Patient Cmmunicatin Receptin Mdule 3 Debt Management Receptin Mdule 4 (ptinal) NHS Management Mdule 4 (ptinal) NHS Management Clinical Mdule 1 Custm Screens Mdule 1 Service/User Management Clinical Mdule 2 Clinical Management Mdule 2 Perfrmance & Prductivity Reprting Clinical Mdule 3 Treatment Plan Acceptance part 2 Mdule 3 Marketing Mdule 4 (ptinal) Custm screens

2 Cntent per mdule White Belt Receptin 3 cmpulsry mdules mdule 1 is the same fr Clinical, Receptin and Practice Manager 1 hur webinars with an assessment at the end f each. Mdule 1 Patient File Creating a patient recrd Searching fr a patient recrd Optins available in the details screen Optins available within the patient recrd Creating ntes in the patient recrd Instant messenger Help file Mdule 2 Intrductin t the Appintment Bk Bking an appintment Adding ntes t an appintment Mving an appintment Cancelling & re-bking an appintment Searching fr an appintment Task Manager Mdule 3 Appintment Bk part 2 Using Wrkflw Manager t bk planned treatment Taking payments Shrt ntice cancellatins Cancels and failures tab Patient arrivals Printing appintments Printing day lists Cashing up Reprt

3 White Belt Clinical 3 cmpulsry mdules mdule 1 is the same fr Clinical, Receptin and Practice Manager 1 hur webinars with an assessment at the end f each. Mdule 1 Patient File Creating a patient recrd Searching fr a patient recrd Optins available in the details screen Optins available within the patient recrd Creating ntes in the patient recrd Instant messenger Help file Mdule 2 Treatment Planning Accessing a patient recrd Updating the medical histry Quick chart Base Charting Treatment planning Recrding clinical ntes Creating estimates Activating Wrkflw Manager Mdule 3 Clinical part 2 Peri charting Pathlgy charting Creating multiple treatment plans Cmpleting curses f treatment Clinical histry Rectifying charting errrs White Belt Practice Management 3 cmpulsry mdules mdule 1 is the same fr Clinical, Receptin and Practice Manager 1 hur webinars with an assessment at the end f each. Mdule 1 Patient File Creating a patient recrd Searching fr a patient recrd Optins available in the details screen Optins available within the patient recrd Creating ntes in the patient recrd Instant messenger

4 Help file Mdule 2 Basic Reprting part 1 Cashing up reprt Daily Activity reprt Debtrs reprt Incmplete Treatment reprt Mdule 2 Basic Reprting part 2 Wrkflw Cmpliance reprt Setting favurite reprts Basic intrductin t recall management Allcated payments reprt Yellw Belt Receptin: 3 cmpulsry mdules with the ptin t d a 4 th fr NHS practices hur webinars with an assessment at the end f each. Mdules can be carried ut in any rder. Mdule 1 Appintment Bk Management Husekeeping data. Appintment bk Management. Managing FTA s. Editing the appintment bk, using blcks crrectly. Using clinics t zne the appintment bk. The use f ExDc fr dcument strage. Mdule 2 The Manager s Wrkflw manager cnfiguratin ptins. Utilisatin manager cnfiguratin ptins. Task manager. The use f sms/ /n line bking. Mdule 3 - Patient Retentin Understanding the imprtance f recalls. Mnitring the effectiveness f recalls. Cnfiguring pp up ntes and pre-set pp up ntes Managing incmplete treatments. The use f the Fllw up Tab.

5 Mdule 4 NHS (Optinal) Managing NHS respnses. Managing UDA manager. NHS Resubmissins. Green Belt Receptin 3 cmpulsry mdules hur webinars with an assessment at the end f each. Mdules can be carried ut in any rder. Mdule 1 Patient Cmmunicatin Creating letter templates using Presentatin Manager Creating EasyPst templates Creating templates Creating sms templates Mdule 2 Activity Reprting The use f queries in reprting Using cntact lists Creating queries Appintment Analysis Appintment Summary Appintment Wrkflw Cmpliance reprt Available Audits Mdule 3 Debt Management & Errr crrectins Managing Debtrs, debtrs reprt Writing ff debt and listing write ffs. Rectifying errrs; refunds, adjustments and cashing up errrs Resubmissins Yellw Belt Clinical 3 cmpulsry mdules. Mdules can be carried ut in any rder hur webinars with an assessment at the end f each. Mdule 1 Husekeeping Selecting service categries. Creating favurite service categries Use f activity tabs. Creating pre-set clinical ntes. Creating and using Watch Types Adding prescriptin items

6 Mdule 2 Patient Cmmunicatin Using Presentatin Manager t create treatment plans, including the use f images. Pathlgy Charting. Peri Charting. Mdule 3 Treatment Plan Acceptance part 1 Creating and using Quick Plans Smile questinnaires & Oral Health Tab Patient educatin Making educatin slides Inactive treatment plans Outstanding treatment reprt Green Belt Clinical 3 cmpulsry mdules. Mdules can be carried ut in any rder hur webinars with an assessment at the end f each Mdule 1 Custm Screens Editing an existing custm screen. Creating a new custm screen. Attaching a custm screen t a service item. Using a custm screen as an additinal tab. Pp up ptins. Mdule 2 Clinical Management Clinical effectiveness reprt. Chair time analysis reprt. Inviced Treatment reprt. Lab wrk reprts. Zning the appintment bk t create the perfect day. Mdule 3 - Treatment Plan Acceptance Part 2 Adding services Linking services Linking dcuments t services Managing fee schedules

7 Yellw Belt Practice Management 3 cmpulsry mdules with the ptin t d a 4 th fr NHS practices hur webinars with an assessment at the end f each. Mdules can be carried ut in any rder. Mdule 1 Husekeeping Ensuring that data entry is standardised using mandatry fields Wrkflw manager cnfiguratin & Cmpliance reprt Adding new users and prviders Setting security grups Creating appintment bks Blck rtas and pening blcks Perfrming date search and change. The Fllw up tab. Mdule 2 The Managers Recall Manager Understanding & Mnitring effectiveness Utilisatin Manager cnfiguratin f. Task manager. The use f sms/ /n line bking Mdule 3 Patient Cmmunicatin Using Presentatin Manger t create practice dcuments, including: patient care leaflets, practice infrmatin leaflets Attaching dcuments t services Patient surveys Managing incmplete treatments Mdule 4 NHS Management (ptinal) Mnitring UDA manager NHS England & Wales Mnitring Apprvals NHS Sctland & N.Ireland Managing respnses. Managing NHS Schedules. Green Belt Practice Management 3 cmpulsry mdules with the ptin t d a 4 th fr Custm screens hur webinars with an assessment at the end f each, plus an verall assessment after attendance at the set f webinars. Mdules can be carried ut in any rder.

8 Mdule 1 Service Management/Users Adding new service items, sundries and appintment bk services Editing service fees and creating fee schedule Fee adjustments % increase Creating Payr schemes; capitatin v s private Reprting n schemes; capitatin v s private. Mdule 2 Perfrmance & Prductivity reprts Appintment Analysis New patients by referral reprt Inviced Treatments Stck Sales Allcated Payments Scheduling reprts Mdule 3 Marketing Patient segmentatin Referral surces Fllw up patient satisfactin Referral reprts Creating queries Use f cntact lists Mdule 4 Custm Screens (ptinal) Editing an existing custm screen Creating a new custm screen Attaching a custm screen t a service item Using a custm screen as an additinal tab Pp up ptins