FAQ
Here you find the most frequently asked questions
By Gerald and 4 others5 authors28 articles
- How to share info/comment with other staff (Sticky notes)Share helpful information about a patient (or customer).
- Appointments vs. ServicesWhat's the difference? Which one should I use?
- How to Access and Download SMS / Subscription Receipt in Zavy360
- How to delete an Attachment
- Adding images to communication templatesThis can be used for signatures or just to spice your your communication
- Forgot Password ResetCannot login? Let's reset!
- Change LogA list of changes and updates to Zavy PMS
- Clinical Notes: Treatment, Dental & BillingThe difference between the 3 types of clinical notes.
- How To Save And Load Custom ReportsHow to Save and Load Report Templates
- Zavy v2.1.7 Dec 2024 - Quick Start GuideImportant Information to Help You Prepare for the Changes
- Auto-clear Patient Drop Off Date Upon Scheduling Appointment
- Auto-transition Billable Items to "Ready to Invoice" for Completed Appointments
- Auto-reactivate Inactive Patients Upon Booking
- Customising Patient Status in Search Results
- Chrome site settingsA recent Chrome update might block connections that are used by Zavy, including Hicaps and Twain (Capture/WebScan).
- Clinical SummaryExport a patient's clinical notes into PDF using our Clinical Summary feature.
- Exporting notes using Documents v2This is an alternative to using the Clinical Summary method to export notes with the ability to edit the document.
- How to duplicate a Documents v2 templateA quick way to duplicate your document template.
- Perio Charting: Record depthHow to record depth of more than 9mm in a Perio Chart.
- How to Bulk Upload Patient FilesA quick way to bulk upload patient file in Zavy360
- How to create New ContactsA quick way to create contacts
- Create Referral LetterHow to create a referral letter for referring a patient to a dental specialist for appropriate care
- How to Complete Forms InternallyA guide on how to complete forms internally
- Moved Online Booking Services to Appointment ShortcutA guide on how to move Online booking services to Appointment Shortcuts.
- Change price list featureHow to change pricelist for existing treatment items in the treatment plan or in the invoice builder before invoice creation.
- What's New — March 2026 v3.0A major release with new features, redesigned pages, and early access programs
- How to Set up IP RestrictionsA guide to set up IP Restrictions to prevent certain staff members from accessing your site from another location.
- Generate Patient ListUse our report to generate a list of patients with details you need.