Guides
The Importance of Yearly Communication Audits for Dental Practice
In the fast-paced environment of a dental or opto office, it’s easy to set up patient communication systems like phones, texts and emails and then forget about them for years and years. However, as your practice grows and changes - so do your ...
Guide to Insurance Verification Charges
Adit’s Insurance Verification service is billed in two parts: your Minimum Monthly Commitment (MMC) is invoiced automatically each month, then you are charged separately for any verifications over that minimum amount. Monthly Billing Your MMC is the ...
Guide to the Automated Recall Report
This feature is currently available to clients with Practice Analytics in their Adit package. If you would like to find out more about Analytics, please contact our support team! With Adit’s Automated Recall Report, you can easily see which patients ...
Guide to Adit's Integration with Dentrix Ascend
Adit’s integration with Dentrix Ascend uses a browser extension for Google Chrome. This extension allows us to sync your patient and appointment information into the Adit platform, where you can then use our all-in-one solution to manage your ...
Guide to Creating and Switching Multiple Call Flows
Switching between call flows saves time by eliminating the need to create new call flows repeatedly. With Adit, you can now easily create multiple call flows tailored for various scenarios such as working days, holidays, alternate working days, and ...
Guide to creating a Patient Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...
Guide to Automating Patient Forms
One of Adit's greatest value adds is to be able to automate your patient forms - we can automate sending them to patients, importing them into your EHR, and updating certain fields from the forms once imported. Automating all of these processes can ...
Call Pop Settings - Call Override, Call Waiting, Call Park Notification
With Adit Voice, you can take and make calls on your computer or laptop with our softphone feature. Using the settings within the Call Pop, you can quickly toggle Call Override, Call Waiting, and Call Park Notifications directly without needing to ...
Adit Installer - Why We Need Login Credentials for Administrator Level Access
Welcome to Adit! In order to ensure smooth and uninterrupted operation, it is crucial for users to provide their Admin username and password during the setup process. This allows us to implement and maintain essential features such as task scheduling ...
Guide to Treatment Plans
Adit provides practices with the tools to compile treatment plans, send treatment plans to patients to sign, and set up payments and payment plans for treatment plans. Treatment Plans live within the Patient Forms module in Adit’s platform. The ...
Guide to Adit Phones - Adit Voice v.2
Guide to Adit's Partner Dashboard
Adit’s partner platform allows you to manage all your clients who use Adit from one singular access point. How to Get Started In order to get access to our partner platform, a representative from Adit’s team will send you an invitation via email. By ...
Guide to Setting Up Online Scheduling
Advanced Online Scheduling allows your patient to book specific services at specific times, directly into your EHR schedule. This helps streamline your scheduling and saves your staff time by allowing patients to book on their own. To learn how to ...
Guide to Adit Pay's Payment Plans
Navigating the Payment Plan Dashboard In the top navigation bar, select Payment Plans You will be redirected to the dashboard where you can see all of your current payment plans. At the top of the dashboard, each tab represents a different plan ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Adit Pay FAQs
What is Adit Pay? Adit Pay is a convenient payment processing solution that allows your practice to manage your payments all within one platform. You can see an overview of all patients with pending balances, send payment requests, initiate refunds, ...
A Guide to Managing Users and Their Access
The Adit platform makes it easy for you to invite users, manage their permissions, and control access points across multiple applications and locations. You will need to understand the 4 key roles a user can be added as in the Adit platform. Owner: ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit's eFax
Go paperless with Adit’s eFax! To get started on Adit’s eFax please follow these instructions. If you do not have a fax number in the Adit platform already, please refer to the last section of this article: "Adding a Fax Number". Configuring Your Fax ...
Guide to the Patient Card
Adit’s Patient Card is a one-stop place to find all the information that the Adit platform has about one of your patients. Because the Patient Card links together many of Adit’s other modules, it’s a convenient place to perform some of your most ...
Popular Articles
A Guide to Managing Users and Their Access
The Adit platform makes it easy for you to invite users, manage their permissions, and control access points across multiple applications and locations. You will need to understand the 4 key roles a user can be added as in the Adit platform. Owner: ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...
How to Create A Form
Creating patient forms for your practice provides a great level of customization and allow for mapping to specific patient information such as basics like first and last name, and can range to updating medications and allergies tied to the patient ...