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Note: Drag and Drop functionality is not availale for Charts or Quick Sections. |
Merge Fields
In Preview, Merge Field content will be displayed in the Presentation Manager menu before it is added to the document, as shown in the image below.
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QR codes allow you to supply the letter recipient with a QR code, providing access to your website, patient portal forms or open a blank email. All the recipient needs to do is scan the QR code with their smart device and click the website link to complete the action.
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Charts
Odontograms (charting), treatment items or smile charts to a document, select the Charts tab and choose from the three options.
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Tip: Click the image then click and hold a corner, dragging it to resize the image. |
Images
This provides a variety of stock image for educating patients and is home to your practice logo (if set in EXACT) as well as patient Xrays and 3D charts.
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Note: The ability to add X-rays requires EXAMINE Pro. |
Quick Sections
This option allows you to create commonly created sections and add them with ease.
To add a quick section to a document
Select Quick Sections.
Double-click or highlight then press Add>> to add the section to your document.
To create a quick section,
Type the text you wish to save.
Highlight the required text.
Click <<Copy.
Add a name and add to a section if required then press OK.
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Tip: You can categorise quick sections, using filters. To add create a section, click the lined box button next to the Filter By option then +1 to create a new sectio |
Document Controls
At the footer of this column are the Document Controls.
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