Exam Questionnaire.
Customizable forms allow you to prepare comprehensive multiple-choice surveys for use during initial-, progress- and post-treatment patient exams. Layouts can be personalized to reflect individual preferences. Easily select with integrated Tooth Picker. 

Super Questionnaire..
Works across Dolphin Imaging, Dolphin Management, AnywhereDolphin and Dolphin Mobile. Features a distinct interface for staff and patient, so questionnaires and forms can be shared with patients via AnywhereDolphin.com; you can then access with Dolphin Mobile on your iPad. Data is securely stored in your Dolphin database, and accessible via Dolphin Letters, Patient Information, Patient Document History, Treatment Card, and other relevant screens within Dolphin. 

Exam Questionnaire integration with PowerPoint.
Easily build patient-customized PowerPoint Presentations based on the information entered in your Exam Questionnaires. 

Relationship Manager.
Easily link and display all patients, doctors, non-patients and employee relationships for a patient. Relationships can be set for patients, billing parties, professionals and employees. Create relationship groups for related parties. For example, create ABC Dental Group and link all doctors that work at ABC Dental Group. 

Patient Tracking.
Analyze detailed patient statistics based on treatment stages from initial contact and first scheduled appointment to completion of treatment. Review and track history by procedure, appointments, and letters. Answer questions such as, “Who has had records taken, but has not yet started treatment?” 

Correspondence.
Integrated with Microsoft Word® and the Dolphin Letter System, you can utilize powerful custom letter templates to address patients, billing parties, referrals, professionals, etc. Letters can be automatically queued from different operations: scheduling, treatment card, patient status changes, etc. Choose from a comprehensive library of letters, certificates, postcards, labels and reports. 

Comprehensive Financials.
Solidly designed, field-proven features: Charge/payment processing, collection tools, complex contracts, precise adjustments, family statements and balancing work sheets. Insightful financial reports that help discover inappropriate financial activity. Complete and accurate end-of-day and end-of-month reporting. Integrates with credit management and accounts receivable services, including Emdeon Express Bill Electronic Statements, OrthoBanc®, and VANCO® Services. Integrates with X-Charge for automatic credit card processing.

Insurance.
Complete tracking and management of insurance activities. You can submit claims based on expected benefits, easily make adjustments, reconcile and track balances. It supports employer/individual plans, batch/individual forms, printed and electronic claims processed through Emdeon.

Archived Financial Reports.
Dolphin Management automatically archives in PDF format all standard end-of-day and end-of-months reports. Easily and securely access prior period financial reports. All financial reports are serialized for your protection.

Referral Analysis .
Flexible, powerful tools help you extract valuable information relating to patient referral sources based on patients, practitioners and billing parties. Create detailed reports and graphs based on charges, contracts and treatment types. Answer questions such as, “Who referred the most patients to us last year?”

Patient Analysis.
Accessed in the patient’s Treatment Card, this feature displays key patient treatment information such as Visit Entry Count; Emergency Entry Count; Scheduled Appointment Count; No Show Appointment Count; Cancelled By Practice Count; Cancelled by Patient Count; Late Appointment Count; Patients Referred In; Progress Date; Deband Date; Total Scheduled Hours; and Total Actual Hours

Practice Analysis.
This powerful and interactive feature provides vital practice statistics: treatment starts, production, charges, receipts, adjustments, status changes, new-patient-added and accounts receivable. Easily drill down from a summary view to itemized transactions of individual accounts. 

Light Bar and GPS Analysis Tool.
The new LightBar Analysis calculates the amount of time a patient was in each LightBar status for appointments in a given date range. The GPS Analysis calculates the amount of time a patient was in each GPS Status in a given date range. Filtering and grouping functions allow customized micro-analysis, plus LightBar Analysis includes a nifty Exclude Late Appts option which, when selected, will exclude from results those appointments that were late by the specified number of minutes. The GPS Analysis includes both an Exclude Early and Late Appts option.

Doctor Time Analysis.
This new screen displays Planned Doctor vs. Average Doctor Time, broken down by Appointment Class or Type. You can search by Appointment Type, Class, Orthodontist and Location. Information is displayed in Scheduling Time Increments, and handy drill-down access takes you to the Appointment Detail.

Schedule Statistics.
Display key schedule counts using with filtering by Date Range, Location, or Orthodontist. Group by Date, Location, Orthodontist, Appt Type or Class. Display counts by category such as Scheduled, Add Ins, No Show, Cancelled, Rescheduled, Dismissed, Unknown, Entered on Day, Cancelled on Day, Rescheduled on Day, Rescheduled To Day.

Standard Reports.
Choose from a list of more than 80 predefined reports on financials, patient information, scheduling, treatment card and labels. Examples include end-of-day, receipts, transactions, production and practice summaries. 

Dolphin Interactive Report Tool.
The same way Practice Analysis helps you view your practice, Interactive Report Tool collates all report data in a friendly grid format that you can manipulate onscreen. Select from over 500 data fields to create your own custom searches and reports. Add filters, rearrange the columns, or change the order of the fields to create a whole new view of your data! Quickly drill down to individual patient information (it is interactive!). Easily send letters, print labels or print the new customized information.

Comprehensive Doctor Database.
A comprehensive doctor database allows you to track doctor; staff; contact history; referral history; and even link to their Facebook, Twitter and LinkedIn Pages.