Administration Consultation Checklist

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Description

This checklist includes all the topics that are covered in the Administration Consultation training, along with links to other Community Quick Guides and training videos. Use this as a reference of additional training on the elements that were set up during this training session.

Note: Remember it is important to set up as many of these appointment elements as possible before going live in Curve Hero. This sets your team up for success and reduces some of what must be done after going live. 

Steps

The following topics are included in this Guide: 

• 1 - Overview of Maximizing Your Practice


• 2 - Setting Up Appointment and Recare Tags


• 3 - Setting Up Shortcut Buttons


• 4 - Setting Up Note Templates


• 5 - Setting Up Consent Forms

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Section 1 - Overview of Maximizing Your Practice 

 

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Overview of Maximizing Your Practice	Community Guides	Video(s)
	Customizing Curve Hero Tools to Maximize Your Practice	Overview of Maximizing Your Practice

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Section 2 - Setting Up Appointment and Recare Tags 

 

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Maximizing with Appointment and Recare Tags	Community Resources(s)	Video(s)
	Setting Up Recare and Appointment Tags to Maximize Your Practice	Maximizing Your Practice with Appointment and Recare Tags

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Section 3 - Setting Up Shortcut Buttons 

 

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Maximizing with Shortcut Buttons	Community Resources(s)	Video(s)
Understand what Shortcut Buttons are Understand how to maximize production with Shortcut buttons Create a Shortcuts List Create Shortcut Buttons to match recare and appointment tags Assign Shortcut List to clinic List other Shortcut Buttons to create Create remaining office Shortcut Buttons	Setting Up Shortcut Buttons to Maximize Your Practice	Maximizing Your Practice With Shortcut Buttons

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Section 4 - Setting Up Note Templates 

 

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Maximizing with Note Templates	Community Resources(s)	Video(s)
Understand Why to Systemize Note Templates Create a Question for Providers Create a Question for Anesthesia Create a Question for Patient Behavior Create a Note Template for New Patient Appointment Create a Note Template for Composite Appointment List other Note Templates to be Created Watch Note Template Video Series Create remaining office Note Templates	Setting Up Note Templates to Maximize Your Practice Note Templates Overview Adding a Question for Note Templates in Curve Forms Adding the Repeater Component to a Question Building a Simple Question for Provider(s) Building a Conditional Question for Patient Behavior During Their Appointment Building a Simple Question for Administered Anesthesia	Maximizing Your Practice with Note Templates Understanding Templated Notes Building Questions for Creating Note Templates Building a Conditional Question Creating Note Templates Utilizing Note Templates Links to Articles and Videos for Creating Specific Note Templates

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Section 5 - Setting Up Consent Forms 

 

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Maximizing with Consent Forms	Community Resources(s)	Video(s)
	Understanding The Forms Process Adding a Form in Curve Forms Adding a Form to a Patient's Account Understanding How a Patient Completes an Emailed Form in the Curve Hero Portal	Maximizing Your Practice with Consent Forms Curve Forms Overview Creating a Form for Patient General and Contact Information Creating a Patient Health and Dental History Form Patient Form Updates in Curve Hero Managing Forms in the Sidekick Patient Access to Curve Forms for Offices Without Curve GRO Patient Access to Curve Forms for Curve GRO Offices Links to the New Curve Forms Video Series

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