Patients
- ✓ Create new patients
- ✓ Search by name or ID
- ✓ Update patient info
Appointments
- ✓ Schedule appointments
- ✓ Check available slots
- ✓ Update status
Appointment Types
- ✓ List appointment type definitions
- ✓ Name, color, pattern, procedure codes
- ✓ Use AppointmentTypeNum in appointments
Definitions
- ✓ AptStatus reference + list definitions
- ✓ Create and update definitions
- ✓ DefNum, ItemName, ItemValue, isHidden
Chart Modules
- ✓ Progress Notes (timeline by PatNum)
- ✓ Patient Info (Age, ins, meds, allergies)
- ✓ Planned Appointments
Lab Cases
- ✓ List by patient, lab, appt, provider
- ✓ Create, update, delete
- ✓ Track sent/received/checked dates
Laboratories
- ✓ List all laboratories
- ✓ Create and update
- ✓ Description, address, phone, slip, notes
Providers
- ✓ View all providers
- ✓ Search by name
- ✓ View details
Patient Notes
- ✓ Patient notes by PatNum
- ✓ View & update
- ✓ Medical, Service, Treatment, ICE
Recalls
- ✓ Recalls by patient
- ✓ Create recall
- ✓ Search & update
Insurance Carriers
- ✓ List all carriers
- ✓ Create new carrier
- ✓ Search & update by CarrierNum
PatPlans
- ✓ Assign plans to patients
- ✓ Primary/secondary
- ✓ Update & drop
Benefits
- ✓ List by PlanNum or PatPlanNum
- ✓ CoInsurance, Deductible, Limitations, WaitingPeriod
- ✓ Create, update, delete
InsVerifies
- ✓ List by VerifyType, FKey
- ✓ PatientEnrollment or InsuranceBenefit
- ✓ Update DateLastVerified, DefNum, Note
Account Modules
- ✓ Aging by PatNum (0–30, 31–60, 61–90, 90+)
- ✓ Patient Balances (family)
- ✓ Service Date View (charges/credits)
InsSubs
- ✓ List by PlanNum or Subscriber
- ✓ Create with SubscriberID
- ✓ Update & delete
Claims
- ✓ List claims by patient
- ✓ Create with procNums
- ✓ Update & delete
Claim Forms
- ✓ List all (ADA 2006, UB04, etc.)
- ℹ Read-only (GET); use in Claims & InsPlans
- ✓ ClaimFormNum, Description, IsHidden
Payments
- ✓ List by patient
- ✓ Create, refund, update
- ✓ PayType, procNums, prepayment
PayPlans
- ✓ List by PatNum or Guarantor
- ✓ Create dynamic (procNums/adjNums)
- ✓ Update, close
PayPlanCharges
- ✓ List by PayPlanNum (read-only)
- ✓ View charge details
- ✓ Principal, Interest, ChargeType
PaySplits
- ✓ List by PatNum, PayNum, ProcNum
- ✓ Payment-to-procedure allocation
- ✓ Update ProvNum, ClinicNum
Statements
- ✓ List by PatNum (optional)
- ✓ Create statement
- ✓ Account Module ledger
Adjustments
- ✓ Write-offs, credits, finance charges
- ✓ Create, view, update by patient
- ✓ AdjType (Definitions Category=1)
ClaimTrackings
- ✓ Claim status history
- ✓ Create, update, list by ClaimNum
- ✓ TrackingDefNum (Category 31), TrackingErrorDefNum (43)
ClaimPayments
- ✓ Finalize insurance payments
- ✓ Single & batch create
- ✓ Update, delete
ClaimProcs
- ✓ Procedure-to-claim links
- ✓ Update Status, InsPayAmt, WriteOff
- ✓ InsAdjust, Supplemental
Insurance Plans
- ✓ List all plans (filter by carrier/type)
- ✓ Create new plan
- ✓ Search & update by PlanNum
Procedure Codes
- ✓ List all procedure codes
- ✓ Create new procedure code
- ✓ Search & update by CodeNum
Fee Schedules
- ✓ List all fee schedules
- ✓ Create new (Normal, CoPay, OutNetwork, etc.)
- ✓ Search & update
Discount Plans
- ✓ List all discount plans
- ✓ Create (FeeSched, DefNum, frequency limits)
- ✓ Search & update
Fees
- ✓ List fees by FeeSched, CodeNum, Clinic, Prov
- ✓ Create, update amount, delete
- ✓ Per API
Procedures
- ✓ View procedures by patient
- ✓ Create procedure (TP, Complete, etc.)
- ✓ Update or delete procedure
Treatment Plans
- ✓ List by patient, status
- ✓ Create Inactive or Saved plan
- ✓ Update, sign, delete
Allergies
- ✓ View allergies by patient
- ✓ Create new allergy
- ✓ Update or delete allergy
Allergy Defs
- ✓ List allergy definitions
- ✓ Create (unique Description)
- ℹ Master list for patient Allergies
Perio Exams
- ✓ View perio exams by patient
- ✓ Create with probing/bleeding data
- ✓ Search, update & delete
MedicationPats
- ✓ Patient medications
- ✓ Create, update, delete
- ✓ Dosage notes, dates
Medications
- ✓ Medication definitions (master list)
- ✓ List and create
- ✓ MedName, genericName, Notes
Prescriptions
- ✓ View prescriptions by patient
- ✓ Search by RxNum
Diseases
- ✓ View diseases by patient
- ✓ Create new disease
- ✓ Update or delete disease
Clinics
- ✓ View all clinics
- ✓ Filter by name
Operatories
- ✓ View all operatories
- ✓ Search by name
- ✓ View details
Stream
- ✓ Manage subscriptions
- ✓ Watch live events
- ✓ Monitor webhooks