SoftDent Live Training: Managing Patient Accounts — Moving & Combining Records

This session is designed for current SoftDent software users who need to reorganize patient account records. We'll cover two key processes: moving a patient to a new account, and combining patients who had separate accounts into a single, unified account.

Topics covered include:

• Moving a patient from one account to another
• Combining multiple patient accounts into one
• Best practices for maintaining accurate records during account changes

By the end of this session, participants will be able to confidently manage patient account structures in SoftDent, ensuring clean and accurate records across the practice.