The Pioneer Edition

The Pioneer is one level up from the Professional and includes all of its features. The
Pioneer takes the step of enhanced communication with patients and with inter-office
staff. It is the foundation of patient relationships. Some of the main features include:

• Search Report Generator – A powerful search tool that allows you to manage your patient data by creating lists built upon the criteria of your choice. You can view the reports on Pioneer Edition screen or export to a spreadsheet for further use. It also allows for merged letter and envelope printing.

• Office Notes – Easily keep time and date stamped notes per patient. Excellent for staff to keep records of phone calls, voicemails, in-office conversations, etc.

• 1st Visit Package – Prepare a 1st visit informational letter for new patients. Include appointment preparation information, which forms to bring, etc. Using a USB card swiper you can even integrate patient cards, gift cards, etc into your practice.

• Special Occasions – Let the software keep track of patient birthdays, anniversaries, and holidays in order to send cards and special offers to your patients.

• Non-Patient Data List – Build your practice without cluttering your database. Enter prospective patient information in this area and commence marketing. Then easily convert them to full patient status once they begin treatment.

• Email and E-Newsletters – Email a greeting, reminder, letter, or newsletter to any patient or group of patients.

• Marketing Success Report – This function enables you to see how effective your marketing efforts are. It keeps track of cost, return on investment, and the lifelong value of a particular patient relationship. This is especially effective when used in conjunction with InstantAdExpert.