CS SoftDent Software
SoftDent Monthly & Annual Reports Recorded Class
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Installing CDT 2013 Codes
This job aid lists the steps to install the CDT 2013 codes via a web update for customers currently on version 14 and via the SUS system for customers on version 15. Instructions for manually entering new codes without requiring a significant software update are also included.
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End of the Year Reports
This two-page job aid is designed for all front office team members and lists the reports and information in the SoftDent practice management software to generate at the end of each fiscal year.
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Changing Fee Schedules Individually or by Percentage
It may be necessary to change fees for procedures in the office. Fees can be changed on a code by code basis or they can be raised by a specified percentage for the entire fee schedule. This process normally takes anywhere from two to ten minutes when performed on an average office dataset. These times may vary depending on the total number of treatment plans (if updated), hardware, and the overall size of the database.
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Checking for Web Updates
In SoftDent Software versions 11.0 and higher it is possible for offices to check for Web Updates via the internet. It is recommended to have broadband internet access for downloading Web Updates as their file size can vary from 8 megabytes (MB) to 110MB. It is generally recommended that a backup is made of the server’s “SoftDent” folder before performing web updates.
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Troubleshooting Insurance Estimation
This guide provides overall information on the parts of SoftDent Software that affect insurance estimation, while there are no specific solutions in this job aid, it may be used as a guide on troubleshooting issues regarding insurance estimation.
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Generating a Recall Report
SoftDent Software allows for the running of recall reports to track when patients are due back in the office for examinations.
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Running a List of Patients with a "Last Visit" Date Range
The following steps will outline how a user can create a list of patients that have been in the office within a certain date range. This report is generated by creating a “User Selected” report. Once this report is created it may be run at any time. It is possible to modify the date ranges within this report by customizing it as needed. The “Last Visit” date used for patients in this report is updated every time a procedure is posted to the patient’s transactions ledger. This date can be found in the patient’s information under the blue “Dates” tab.
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Submitting Medical Claims
SoftDent Software provides the ability to submit medical claims. In order to submit to medical, an ADA code must first be linked with a Medical CPT code and a Diagnosis code. To assign medical codes to a patient their insurance plan type must be set to "Medical" and they must have medical insurance assigned under their patient and guarantor insurance information. Also their insurance plan needs to be printing claims on a HCFA certified form, generally these forms are pre-printed and offices will need to procure the necessary pre-printed forms. The ADA procedures that are to be performed will need to be linked to CPT codes, which inherently need to be linked to Diagnosis codes. SoftDent Support does not have a list of the necessary CPT nor the Diagnosis codes. When the ADA codes are posted to a patient who has been set up correctly, the CPT and Diagnosis codes will appear linked to the ADA code automatically.
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Generating a "Transactions for a Period" Report
The Transactions for a Period report can easily search for specific providers, singular or multiple ADA Codes and ranges, singular and multiple date ranges, types of transactions, all while including or excluding account and patient user codes. As an example an office may want to see all the times a code 1110 was posted within a date range of X -> Y regarding patients with a user code of “C”. This is easily done within the confines of this report.
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Installing & Training the Voice Activation Module
Each user that plans on using the voice module will need to have an individual Windows user name and password as well as a SoftDent user name and password. Any voice training that is performed is saved underneath the Windows user name, and any other voice options are saved within the user’s SoftDent profile.
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Installing or Upgrading SoftDent Software on Workstations
- Make sure that SoftDent Software has already been properly installed and set up on the server.
- Make sure that the workstation meets the
minimum system requirements.
- Make sure a share has already been created on the SoftDent server and that a drive mapping or UNC path has already been created.
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Version 15 - Configuring and Using the Software Update System to Install Web Updates
The following information is a basic listing of the changes implemented via maintenance releases of SoftDent Software. Maintenance releases contain a combination of new enhancements, updates to forms, integration, and resolutions to issues that are present in prior versions. These maintenance releases are easily installed using the web update feature found in SoftDent Software. Web Updates are available through SoftDent Software by clicking
Help and selecting Check For Updates.
Simply follow the prompts that are displayed to install the update.
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Generating a List of Patients with Year to Date (YTD) Benefits Remaining
This Job Aid explains how to create a list of patients with remaining insurance benefits greater than zero dollars. This report can be changed to show patients that have over a certain amount of unused insurance benefits left over for the year if needed.
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