Help CenterThis does not replace onboarding training or in-depth practice needs.
This is a list of How To Videos when you need to quickly learn to do something in 4D-EMR.
Schedule How To's |
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Topic |
Link |
Length |
| How to Schedule Patients | Video Link | 1:22 |
| How to Use Move Up List | Video Link | 1:08 |
| How to Create a New Patient | Video Link | 1:16 |
| How to Cancel Appointments | Video Link | 0:45 |
| How to Reschedule Appointments | Video Link | 1:06 |
| How to Turn Off Privacy Mode | Video Link | 0:30 |
| Managing the Pre-Op Checklist | Video Link | 1:04 |
| How to use Placeholders | Video Link | 0:45 |
| How to Manage Online Bookings | Video Link | 1:04 |
| How to Use Instannounce | Video Link | 2:16 |
| 4D Schedule Tips and Tricks | Video Link | 1:29 |
Patient How To's |
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Topic |
Link |
Length |
| How to Generate Forms | Video Link | 1:01 |
| How to Send Form Sets | Video Link | 1:05 |
| How to Update Vitals | Video Link | 0:53 |
| How to Import Forms into Patient Account | Video Link | 0:47 |
| How to Upload Photos/Videos | Video Link | 1:03 |
| How to Create a To-Do Item | Video Link | 1:01 |
| How to Use TEPE in Office | Video Link | 1:28 |
| How to Send Portal Invites | Video Link | 0:44 |
| How to Use Treatment Tables | Video Link | 1:43 |
| How to Use Faxes | Video Link | 1:31 |
| How to Create Quotes | Video Link | 2:01 |
| How to Write a Chart Note Using Templates | Video Link | 1:20 |
| How to Text Patients | Video Link | 0:56 |
| How to Edit Patient's Profile | Video Link | 0:50 |
| How to Edit Patient's Medical History | Video Link | 0:47 |
| How to Co-Sign Chart Notes | Video Link | 1:08 |
| How to eRx (Non-Controlled Only) | Video Link | 1:48 |
| How to Stamp Signatures on Forms | Video Link | 0:59 |
| 4D Patient Tips and Tricks | Video Link | 0:58 |
Money How To's |
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Topic |
Link |
Length |
| How to Charge a Patient | Video Link | 0:51 |
| How to Accept a Product Return | Video Link | 1:20 |
| How to Refund with Price Adjustment | Video Link | 1:07 |
| How to Refund a Quote/Procedure | Video Link | 0:57 |
| How to Send Payment Requests | Video Link | 1:05 |
| How to Charge for Packages | Video Link | 1:26 |
| How 4D Pay Works | Video Link | 1:50 |
| Adding Discounts to Transactions | Video Link | 1:06 |
| Saving Patient Cards on File | Video Link | 0:49 |
| How to Use Gift Cards | Video Link | 1:23 |
| How to Pay with Multiple Cards | Video Link | 2:26 |
| 4D Money Tips and Tricks | ||
Admin How To's |
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Topic |
Link |
Length |
| Create a Product | Video Link | 0:44 |
| Create a Service | Video Link | 0:57 |
| Create a Procedure | Video Link | 0:55 |
| How to Manage Staff Permissions | Video Link | 0:40 |
| How to Add Staff | Video Link | 1:00 |
| How to Manage Inventory | Video Link | 0:50 |
| Create a Package | Video Link | 1:43 |
| How to Configure Memberships | Video Link | 4:26 |
| How to Update Facility Fee Schedules | Video Link | 1:32 |
| How to Update Anesthesia Fee Schedules | Video Link | 2:16 |
| How to Update Discount Reasons | Video Link | 0:41 |
| How to Update Payment Methods | Video Link | 0:55 |
| How to Add Your Signature to 4D | Video Link | 0:40 |
| How to Add Rooms to Office Location | Video Link | 0:48 |
| How to Update Your Tax Rate | Video Link | 0:42 |
| PatientFi Integration | Video Link | 2:30 |
| How to Run and Export Reports | Video Link | 0:46 |
| How to Setup 2 Factor Authentication | Video Link | 1:42 |
| How to Import Forms into Forms Library | Video Link | 1:42 |