Setup

Dental Chart (PEDS)

• Clinical Notes For Pediatric Dental Chart to Print to a Letter

Employees

• Financial Arrangement, Contract, and Post Charges Field Locking and Permissions
• Add-Only Insurance Permissions and Edit Fee Schedules Permission
• Employee Time Clock Admin
• Managing Employee Permissions and New Users
• Setting New Employee Permissions Up By Employee Type
• Security Feature: IP Whitelisting

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Financial

• Financial Arrangement, Contract, and Post Charges Field Locking and Permissions
• Transaction Type Setup
• Setting up Fee Schedules
• Ortho Quick Fee Schedule Setup

General

• Most Commonly Used Fields in Cloud 9 MyTooth Form Builder and how to Modify them using Settings
• Unable to Send Emails in Cloud 9 - Troubleshooting Steps for Basic Authentication
• MyTooth Cloud 9 Form Creation
• MyTooth Forms Submission URL & Patient Experience
• MyTooth Analytics Section
• MyTooth Activity Section

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Images

• Why are my images unclear or blurry?
• What file types are accepted in C9

Insurance

• Financial Arrangement, Contract, and Post Charges Field Locking and Permissions
• Add-Only Insurance Permissions and Edit Fee Schedules Permission
• How to Print an Envelope for an Insurance Company
• Entering an Insurance Company in Cloud 9

Letters/Questionnaires

• Linking Automatic and Manual Patient Status Changes to Appointment Types
• Creating a Questionnaire Specifically for Use on the Patient Portal
• Creating a Questionnaire

Locations/Schedules

• How to Copy an Existing Schedule Template to a Different Location
• Deleting a Location or Provider
• Light Bar Multi-Doctor Mode
• Light Bar Multi-Columns
• Add a New Location to an Existing Cloud 9 URL

Patients

• Adding or Modifying Patient Referrals/Professionals
• Pre-filled Patient Information on MyTooth Forms
• Creating Conditional Fields using the Conditional Settings tab for MyTooth Forms
• MyTooth Pre-Launch Checklist for Cloud 9
• Data Sync & Adding a New Location in MyTooth