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Flow Training Resources

Official training resources for Flow

Overview

Below, is a collection of training resources for Flow created by the DentiMax Practice Management Training team. These documents serve as freely available resources for completing various tasks within the Flow web practice management system.

If you have additional questions for our Training team, contact DentiMax Practice Management Training at 1 (800) 704-8494 Ext. 806 or Training@DentiMax.com.

🚨CAUTION

The training resources below are not replacements for official DentiMax Trainings sessions. If you, personally, have not received DentiMax training from an official DentiMax Practice Management Training Representative, call 1 (800) 704-8494 Ext. 806 to schedule your first training session, or schedule a training appointment online by clicking here.

Training Resources

📄 Add and Edit Office Service Codes and FeeSchedule Entries

📄 Add New Diagnosis Code ICD-10

📄 Adding Balance Forwards to a Ledger

📄 Adding Contacts to the Address List

📄 Adding Custom View on Ledger Who Made Changes

📄 Adding New Accounting Code

📄 Adding New Insurance Plans

📄 Adding Printing Ledger Note

📄 Adjusting Schedule Settings Times

📄 Applying and Adjusting Credit Forwards

📄 Charting Planned Items

📄 Completing Patient Appointments & Posting to the Ledger

📄 Configuring Automatic Tax Settings

📄 Create and Send Post -Appointment Review Requests

📄 Create Send Text Templates

📄 Creating and Managing Billings and Claims

📄 Creating New Patient Appointment Entry

📄 Creating New Patient Appointment with Patient Profile

📄 Entering New Fee Schedules

📄 Managing Patient Billings and Insurance Claims

📄 Moving Planned Items to Another Treatment Plan Option

📄 Ordering Planned Items

📄 Posting Individual Patient Payments

📄 Posting Pre-Payments and Distributing to New Transactions

📄 Printing Statements Without a Timer

📄 Printing Walkout vs Statement vs Payment Receipt

📄 Processing and Distributing Insurance Payments

📄 Removing Pop-Up Alerts

📄 Renaming Appointment Colors

📄 Sending Documents to Patients to Sign

📄 Sending Text and Email Consent Forms

📄 Setting Up the Online Scheduler (OLS)

📄 Signing and Printing a Treatment Plan

📄 Updating Claims and Re-Validating

📄 Updating Location Info on the Claim Form

📄 Updating Service Code Abbreviations

📄 Updating Treatment Location on Claims

📄 Uploading Attachments to DentalXchange

📄 View Audit

For topics not covered in this article, contact DentiMax Practice Management Training at 1 (800) 704-8494 Ext. 806 or Training@DentiMax.com.