Description
This Quick Guide lists the topics that are covered in the Go-Live sessions, according to office preference and applicability. Use the links to Community Guides and videos as supplemental training resources. This can also be used as a checklist to make sure you can perform all of the tasks that were covered in the training.
Contents
The following topics are included in this Guide:
1 - Reports Overview
2 - Filtering Reports
3 - Filtering Custom Reports
4 - Customizing Reports
5 - Create New Report
6 - Billing and Insurance
7 - Miscellaneous Topics
8 - Curve GRO
9 - Insights
Section 1 - Reports
Training Topics:
☐ Outstanding Claims / Adjustment Summary
☐ Collection Summary / Correction Summary
☐ Recare Due Date / Treatment Plan Visit
Resources:
Article: Understanding the Collection Summary Report
Video: Collection Summary Video
Section 2 - Filtering Reports
Training Topics:
☐ Applying filters to standard reports (Claims, Adjustments, etc.)
Resources:
Article: Outstanding Claims Report
Article: Creating an Adjustment Summary
Article: Creating a Recare Due Date Report
Section 3 - Filtering Custom Reports
Training Topics:
☐ New Patients this Month
☐ Recare Due Report customization
Resources:
Article: Customizing New Patients Report
Article: Recare Due Report
Section 4 - Customizing Reports
Training Topics:
☐ Customizing Columns / Working with filters
☐ Grouping / Calculate options
☐ Custom report options
Resources:
Article: Customizing Columns Displayed
Article: Adding Filters in Custom Reports
Video: Understanding Custom Reports
Section 5 - Create New Report
Training Topics:
☐ Statement Report / Incomplete Notes Report
☐ RP True Patient Owing
Resources:
Article: Creating a Statement Report
Article: Creating an Incomplete Notes Report
Section 6 - Billing and Insurance
Training Topics:
☐ Backdating invoices / Finance charges
☐ Payment plans / Broken appointment fees
Section 7 - Miscellaneous Topics
Training Topics:
☐ To Dos and Memos
Resources:
Article: Memo with Patient Name
Article: Opening a Memo or To Do
Video: Adding and Managing To Do Tasks
Section 8 - Curve GRO
Training Topics:
☐ GRO Consultations / Global opt-in
☐ GRO access permissions
Section 9 - Insights
Training Topics:
☐ Home page / Default Production Dashboard
☐ Default Production Report / Additional Dashboards
Resources:
Article: Understanding Curve Insights
Video: Insights Overview Video
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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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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.