Narrow correspondence down to just what you want to see at that time.
Filtering Correspondence
When clicking on Correspondence, the amount of data can sometimes be overwhelming. You can use the sentence structure at the top of the module to narrow down the information and specify exactly what you want to see.
- Left-click on Correspondence in the Sidekick.
- The information displayed to the left of the Sidekick is pre-set for the whole family of the patient selected, but this can be modified using the line-item sentence at the top.
- To find a specific type of correspondence (e.g., Invoice Printed), left-click on ALL in the sentence and select a different option from the list.
- Click on family to toggle the view between Family or Individual correspondence.
- If the name in the sentence structure is incorrect, click on the name and type in the correct patient name.
- Select the time frame for your search:
- Click the first date (after "between") to select the start date.
- Click the second date to enter the end date.
- Note: The time frame defaults to six months. Searching across several years may increase the time it takes for results to populate.
- Select specific office personnel actions by clicking on All Users. For example, if you only want to see actions performed by a specific Hygienist, enter their name here; otherwise, leave it as All Users to see all staff activity.
Using these filters allows for a more organized view of patient history and administrative actions.
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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