Course Outline

​The Exceldent Clinical Management course takes place over 2 sessions:
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  • Day 1: Patient files and agenda
  1. Introduction to patient files​
  2. Family/Group Index
  3. Odontogram
  4. Periodontal charts
  5. Treatment and imaging list
  6. Treatment plan index
  7. Surgery reports
  8. Creating receipts and bills
  9. Introduction to appointment-making
  10. Modifying appointments
  11. Agenda lists

  • Day 2: Billing, plans, accounting administration
  1. Introduction to billing
  2. Selection of other types of treatment
  3. Payment in billing mode index
  4. RAMQ billing
  5. Activity report and result index
  6. Patient and insurance billable index
  7. Associates index
  8. RAMQ accounting
  9. Deposit index
  10. Insurance management index
  11. Billing error correction