Online Help Table of Contents

This online help system includes comprehensive articles about your ViewPoint system and optional modules. You can click the menu slider to the right of your window to open the full list of articles, or refer to the list below.

• ViewPoint Help
  • *Special Settings & Tools*
    • Get More Help
    • Keyboard Shortcuts
    • Main Menu Properties
    • Resize & Arrange ViewPoint Windows
    • Update ViewPoint
      • Preview Auto Update Changes
      • Set Up Auto Update Properties
      • Set Up Auto Update Server
      • Update Your ViewPoint System
  • Financials
    • Set Up Financials
      • Contract Class Table
      • Contract Editor Properties
      • Contract Template Editor
      • Late Fee Table
      • Payment Processing: Element Integration
      • Payment Processing: Orthobanc Integration
      • Payment Processing: Vanco Integration
      • Payment Processing: X-Web (X-Charge) Integration
      • Transaction Adjustment Classification Table
      • Transaction Groups Table
      • Transaction Types Table
      • Transaction Reversal Table
    • Patient Contracts
      • Adjust & Reallocate Contracts
      • Create Patient Contracts
      • Create, Edit & Activate Proposals
      • Contract Templates
      • Edit Patient Contracts
      • Fast Fee Tool
    • Transactions
      • Adjust Charges
      • Auto Receipt Set Up
      • Auto Receipt Payments
      • Bulk Payments
      • Patient Ledger
      • Payments - Cash
      • Payments - Credit Card
      • Payments - Debit Card
      • Payments - OrthoBanc
      • Post Charges
      • Post Charge Subgroup
      • Post Late Fees
      • Post Refunds
      • Reverse Transactions
      • Transfer Payments Between Accounts
      • View Auto Receipt Log
  • Insurance
    • Set Up Insurance
      • Activate Electronic Insurance
      • Insurance Code Table
      • Insurance Company Table
      • Relationship Table
    • Use Insurance
      • Generate Insurance Forms
      • Resubmit Electronic Claims
      • Review Electronic Claims Online
      • Upload Electronic Claims
  • Mail Merge
    • Set Up Mail Merge
      • Convert Legacy Mail Merge Documents
      • Create & Edit Documents / Letter Library
      • Create & Edit Envelopes
      • Export Mail Merge Documents
      • Import Individual Mail Merge Documents
      • Import Standard Ortho2 Mail Merge Documents
      • Install Signature Software (ePad)
      • Mail Merge Email Integration Setup
      • Merge Tools - "Ask for Information" Fields
      • Merge Tools - Conditional Statements
      • Merge Tools - "Fill In" Fields
      • Merge Tools - Findings Variables
      • Merge Tools - Patient Images
      • Merge Tools - Signatures
      • Merge Tools - Variables
    • Use Mail Merge
      • Capture Merge Documents to PDF
      • Email Merge Documents
      • Print Merge Documents
      • View Mail Merge Documents
      • Use Print Later Queue
  • Messaging
    • Enable / Disable VP Message
    • Individual User Settings for VP Messaging
    • Receive & Respond to Messages
    • Run VP Messages Report
    • Send Messages
    • Use Messaging Groups
    • View Recently Sent Messages
  • View Office Calendar
  • Add & Edit Office Appointments
  • Set Up Office Calendar
  • Online Forms
    • Set Up Online Forms
      • Install Forms Viewer
      • Set Up Online Forms Alerts
      • Set Up Online Forms Options
      • Set Up Health History URL Links
      • Categorize Online Form Questions
    • Use Online Forms
      • Download & Link Online Forms
      • Fill Out an Online Form
      • Online Form Queue
      • Move or Delete Online Form Data
      • Run Online Form Downloads Report
      • View & Update Online Form Results
  • Patient Folders
    • Patient Applications
      • Acquire Patient Fingerprints
      • Alerts
      • Appliance Manager
      • Appliance Tracker
      • Appointment History
      • Compliance Animations
      • Correspondence History
      • E-mail via Outlook
      • Family Records
      • New Patient Folders
      • Notepad
      • Notepad Subgroups
      • Online Form Results
      • Open Patient Records
      • Quick Search
      • Referrals
      • Reminder Cycles
      • Status History
      • Subgroup List
    • Patient Folder Tabs
      • Contract Tab
      • Family Tab
      • Findings Tab
      • Imaging Tab
      • Insurance Tab
      • Milestones Tab
      • Patient Tab
      • Responsible Party Tab
    • Patient Set Up
      • Alerts Table
      • Alert Types Table
      • Appliance & Destination Tables
      • Contact Category Table
      • Custom Response Lists
      • Database Defaults
      • Dentist Table
      • Employer Table
      • Form Email Options
      • Notepad Tab Captions
      • Patient Folder Captions
      • Patient Folder Defaults
      • Professional Types Table
      • Professionals Table
      • Referrer Table
      • Search Options
      • School Table
      • Status Table
      • User Defined Fields Table
      • Zip Code Table
    • Patient Treatment
      • Set Up Treatment Tracking
        • Elastics Library Table
        • Phase Classifications Table
        • Phase Table
        • Start Origin Table
        • Treatment Chart / Plan Headers
        • Treatment Chart / Plan List Table
        • Treatment Chart / Plan Style Table
        • Treatment Findings Table
        • Tooth Numbering Data Tool
        • Tooth Bond Name Table
        • Tooth Elastics Table
        • Tooth Oral Cavity Areas Table
        • Tooth Surface Type Table
      • Use Treatment Tracking
        • Add & Edit Tooth Chart Records
        • Add & Edit Treatment Chart Records
        • Add & Edit Treatment Findings
        • Add & Edit Treatment Plan Records
        • Add Findings to Treatment Chart / Plan
  • Practice Tools
    • Set Up Your Practice
      • Assistant Table
      • Install Fingerprint Sensors
      • Message Box Table
      • Office Table
      • Orthodontist Table
      • Security Groups
      • System Settings
    • System Applications
      • Capture Documents
      • Data Tools
      • Delete Records
      • Disaster Recovery
      • Keyboard Shortcuts
      • Manage Documents
      • Office Contacts
      • Patient Compliance Animations
      • Plug Ins
      • Quick Search
      • Scan Documents
      • Subgroups
      • Toggle Real / Training Database
      • UserVoice Feedback Forum
    • User / Employee Tasks
      • Acquire Staff Fingerprints
      • Change Your Password
      • Log In & Out of ViewPoint
      • Clock In & Out of Timeclock
      • Request Time Off
      • Stacks
      • Task List
      • Task Reminders
      • Timeclock Category Table
      • Timeclock Records
      • Timeclock Settings
      • User / Employee Accounts
  • Reporting
    • Forms
      • Set Up Form Email Options
      • Appointment Cards
      • Appointment Card - Quick Option
      • Complete Patient History
      • Financial History
      • Ledger Report
      • Receipt of Payment
      • Proposal / Payment Coupons
      • Proposal / Payment Schedules
      • School / Work Excuse Forms
      • Statements
    • Labels
      • Labels
        • Custom Labels
        • Dentist Labels
        • Family Labels
        • Insurance Company Labels
        • Office Contact Labels
        • Patient Barcode Labels
        • Patient Chart Labels
        • Patient Labels
        • Professional Labels
        • Referrer Labels
        • Responsible Party Labels
        • Quick Labels
        • Quick Label Setup
    • Reports
      • Appointment Reports & Forms
        • Appointment Reports & Forms
          • Active Patients - No Appointments Report
          • Appointment Day Sheets (Multiple Options)
          • Arrival History Reports
          • Daily Kept Appointment Summary
          • Deband Analysis
          • Grid Bar Report
          • Grid Day Sheet
          • Kept Appointment / Kept Procedure Reports
          • Missed Appointments Report
          • Monthly Kept Procedure Count
          • Morning Meeting Reports
          • Needs Appointment Report
          • New Patient Tracker Report
          • Old Appointments Report
          • Scheduled Procedures / Summary
          • Tray Covers
          • Appointment Cards
      • Audit Reports
        • Audit Reports
          • Appointment Procedure List
          • Appointment Reminder List
          • Assistant List
          • Class List
          • Dentist List
          • Document List
          • Employer List
          • Insurance Company List
          • Late Fee Policies Report
          • Logon History
          • Miscellaneous Charge List
          • Office List
          • Online Form Downloads Report
          • Operator List
          • Orthodontist List
          • Phase List
          • Professional List
          • Professional Types Comp
          • Recall Procedure List
          • Referral List
          • Reversals & Fixes Reports
          • School List
          • Status List
          • Transaction Report Log
          • Transaction Type
          • VP Messages
      • Financial Reports
        • Financial Reports
          • Adjustments, Tx Fees & Changes
          • Accounts Receivable Aging Report
          • Auto Receipts Posting History
          • Auto Receipts Review Reports
          • Balancing Worksheet
          • Balancing Worksheet Summary
          • Charge & Receipt Summary
          • Contract Totals Report
          • Daily Transaction Summary
          • Deposit Slip
          • Deposits by Operator
          • Late Fees Report
          • Ledger Report
          • Miscellaneous Charge Detail Report
          • OrthoBanc Transactions
          • Patient Balance List
          • Patient Fees and Account Balance Report
          • Practice Statistical Analysis Report
          • Projected Income Report
          • Projected Receivables by Month Report
          • Proposed Contracts Report
          • Responsible Party Balance List
          • Transaction Report
          • Transaction Audit - by Patient
          • Transaction Charge & Receipt Summary
          • Transaction Summary (& Balance Proof)
          • Transactions by Type Report
          • Vanco Transactions
          • VP Credit Card Transactions Reports
      • Insurance_Reports
        • Insurance Company Address & Phone List
        • Insurance Detail Reports
        • Insurance Receipts by Company
        • Insurance Summary Report
        • Scheduled Insurance Report
      • On_Deck_Reports
        • Arrival Logs
        • Assistant Time Reports
        • Doctor Time Report
        • Procedure Length Summary
      • Patient_Reports
        • Basic Treatment Chart Report
        • Birthday List
        • Different Last Names List
        • Exceeds Length of Treatment
        • Family-Sibling Count
        • Lab Appliance Report
        • Lab Appliance - Back Dates Report
        • Non-Patient Siblings
        • Online Form Submissions Report
        • OrthoBanc Patient List
        • Past Completion Report
        • Patient Active Alerts Report
        • Patient Address List
        • Patient Biographical Report
        • Patient Findings Report
        • Patient Names by Status
        • Patient Name Status Report
        • Patients With Unsigned Treatment Charts Reports
        • Res Party Address List
        • Start Origins Report
        • Zip Code Summary
      • Recall Reports
        • Recall Reports
          • Appointment Recalls - Date Range
          • Missed Recalls Report
      • Referrer_Reports
        • Dentist Detail Report
        • Referral Analysis Report
        • Referral Detail & Summary Reports
      • Status_Reports
        • Status Count Comparison
        • Status Progression By Patient
        • Treatment Progress Reports
      • Timesheets
      • Table Reports
        • Table Reports
          • Alert List
          • Appliance List
          • Appointment Procedure Lists
          • Appointment Reminder List
          • Assistant List
          • Class List
          • Contract Class List
          • Employer List
          • Insurance Company List
          • Miscellaneous Charge List
          • Office List
          • Orthodontist List
          • Online Forms Questions
          • Operator List
          • Recall Procedure List
          • Status List
          • Treatment Category Report
    • Report Tools
      • Manage Record Selection & Output
      • Quick Label Setup
  • Scheduling
    • Set Up Grid Scheduler
      • Appointment Reminders Table
      • Class Table
      • Delete Old Grids
      • General Grid Scheduler Properties
      • Grid Template Editor
      • Explorer Properties
      • Milestone Properties
      • Procedure Table
      • Template Calendar
      • Template Tools
      • Weekly Templates Editor
    • Patient Appointments
      • Confirm Appointments
      • Drag & Drop Appointments
      • Explore for Appointments
      • Grid Bar
      • Light Bar Widget
      • Manual Scheduling
      • Needs Appointment List
      • Recall Appointments
      • Reschedule an Appointment
      • Reschedule Multiple Appointments
      • Process Appointments
      • View Schedule - Detail List
      • View Schedule - Day / Week
      • View Schedule - Month
• Modules & Integrations
• Video Tutorials

Open topic with navigation