FAQ
Here you find the most frequently asked questions
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.