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Getting Started with EasyRx Practice - "EasyVid" Video Tutorials

Last Updated: Nov 08, 2017 05:26PM EST
Welcome to the EasyRx EasyVid Learning Series. Here we have video links on virtually every feature / topic in EasyRx to get you acclimated with your EasyRx account. The videos are a work in progress so you will see both currently available videos and ones coming soon! Visit this article weekly to see new EasyVids as they are posted. Go through any videos you like and brew up your favorite cup of coffee / tea!

Remember we are always here to help, need a recommendation on which video to watch or a more personal touch on helping? Call us at 1-888-340-3751 x700 M-F 8am EST to 5pm EST. 

By the way, could you kindly subscribe to our Youtube for more videos? 

Current EasyVids
What is EasyRx - Overview
  • What EasyRx does in a nutshell
  • How EasyRx Operates vs. Traditional Lab slips / forms
Account Settings and Configuring Scanner Integration
  • Setting up office locations
  • Adding / managing doctors
  • Connecting to your preferred lab(s)
  • Inviting a lab to sign up for EasyRx
  • Enabling iTero integration
  • Enabling 3shape TRIOS integration
Setting Up Alert Notifications
  • Purpose of Alert Notifications
  • Creating and Editing Alert Notifications
  • Email and Pop-up notifications
Account Settings Part 1
  • Billing
    • Changing your EasyRx plan
    • Updating Payment information on file
    • Viewing and Downloading monthly EasyRx invoices 
  • Account Options (where to email Lab invoices, in-house notifications, etc)
  • Default Lab 
  • Email Address (Changing main login email address)
Account Settings Part 2
  • Password
  • Setting Clinical Staff
  • Creating and Managing User Accounts (individual logins for your staff)
  • Setting up and using EasyComments
The EasyRx Practice Dashboard
  • Overview Dashboard Page
    • Filtering cases by date and status
    • What are the tabs listed on the left? (Rx's that are Saved, Checked-In, Shipped, Etc)
    • Clinical Notifications
The EasyRx Universal Library of Parts and Appliances
  • How the Library works
  • Creating an Rx in EasyRx for a non-EasyRx lab
  • Navigating and Searching the Library
  • What are Parts, Appliances, and Templates?
  • Good information on how Templates are categorized
  • Explaining Blue and Pink Circles shown next to Template names in the Library
  • Using Appliances and Templates to quickly get cases designed
Creating a Prescription Part 1
  • Where to Create Rx (dashboard and patients tab)
  • Create Rx Form: Choosing a lab to submit to and assigning optional fields
  • The Universal Library of Parts and Appliance
  • Clearing the canvas
  • Adding part onto canvas, moving / positioning parts
  • Selecting appliances and adding additional parts
  • Adding Part options
Creating a Prescription Part 2
  • Creating and using Prescription Templates
  • Icons above the canvas (save rx, save as a template, adding a comment, settings acrylic color, changing date needed, changing lab, text annotation, freehand sketch, polyline sketch)
  • Setting Acrylic Colors and adding Acrylic Notes
  • Adding a Star Comment
  • Printing Rx as a PDF / uploading Rx into your Practice Management software (patient's chart)
Creating a Prescription Part 3
  • Tabs below canvas in the Prescription Workspace
    • Parts Used
    • Resets (specifying extracts, IPR, and resets for non-aligner and non-IDB cases)
    • Uploads
      • Attaching STL and any file manually to the prescription
  • Checkout Page
    • All options on the checkout page
  • Submitting a case
  • Overview the Workflow bar
Creating an Aligner case
  • Where to access the Aligner Prescription form
  • How to fill out the Aligner Prescription form and important notes
Creating Indirect Bonding (IDB) case
  • Where to access the Indirect Bonding Prescription form
  • How to file out the Indirect Bonding Prescription form and important notes
Uploading Digital Models / Files to an Rx + Using EasyRx 3D + STL File Scrubber Feature (as of Sept 2017 Scrubber is now call Optimize)
  • Adding files / digital models to a Save or New Prescription
    • Uploading files / digital models after a case is submitted
    • Uploading files / digital models to the Patient Record in EasyRx
    • Viewing files previously attached to a prescription or patient record
  • Using the EasyRx 3D Feature
    • How to view a digital model
  • Using the STL File Scrubber (as of Sept 2017 / Scrubber is now call Optimize)
    • How the STL File Scrubber works 
    • Side-by-side example of a scrubbed model
Using the EasyRx / iTero Intra-Oral Scanner Integration
  • Enabling the iTero / EasyRx Integration
    • Finding and using an iTero Case Order ID number
    • Adding ID on the Prescription Workspace or on the Checkout Page
Setting up and using the EasyRx In-House Lab
  • Quick overview of the in-house lab feature
    • For Practice Premium accounts
    • How it works in a nut shell
  • Creating User Accounts for the In-House Lab
  • In-House Lab dashboard
    • Viewing cases
    • Updating workflow by checking in, completing cases
    • Viewing Digital Models and files
    • Adding comments and tags
      • How tags work
How to submit a case in EasyRx
  • A quick guide to submit Rx to a commercial or in-house lab
Enabling and using the EasyRx / 3Shape TRIOS Intra-Oral Scanner Integration 
  • How to enable the TRIOS integration in EasyRx
  • Rules on how the integration works
  • TRIOS Recent Scans tab on the Dashboard
  • Previewing or Creating an Rx from a TRIOS scan

Using EasyRx – Managing Cases and Communication part 1 of 3
  • Tracking case working (when a case is Checked-in, Completed, Shipped)
  • Addressing Clinical Notifications - Important requests from your lab(s)
  • Setting up Alert Notifications (emails, push notifications) regarding important EasyRx activity
  • Marking cases as Received at your office(s) and Delivered to your Patients

(NEW) Using EasyRx - Managing Cases and Communications part 2 of 3 
  • Using the EasyRx Messaging Center
  • Checkout NEW EasyRx Dashboard filters!
  • Adding/review comments on submitted prescriptions
(NEW) Using EasyRx - Managing Cases and Communications part 3 of 3 
  • Requesting Repairs and Remakes
  • Leaving Rx Feedback 
    • Feedback filter options
    • ​Run filtered excel report on Feedback
(NEW) EasyRx 3D Edit Tutorials - We made an easy to understand library just for 3D Edit tutorials!

(NEW) Using the EasyRx / Dolphin Management and Imaging integration
(requires Practice Standard or Practice Premium plan)

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